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Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Shares of CrowdStrike Holdings, Inc. (CRWD; 3.28%) also positively contributed to relative performance after posting solid quarterly results which included NNARR (Net New Annual Recurring Revenue) of $256M (+32% YoY), non-GAAP operating margin of 24% (+6% YoY), and FCF of $469M (+67% YoY). Management also raised...
— Brandon D. Bond, Bo Fifer, Brian M. McNamara
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Other investors who've written on CrowdStrike Holdings, Inc.
Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance with the stock increasing 38.1%. The rapid progress...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.
The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified...