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Equity Research Database
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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Scott O'Gorman, Andy Colyer, Daniel WhiteIthaka US Growth Strategy | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Ithaka US Growth Strategy - CRWD CrowdStrike is a global leader in cloud-native cybersecurity, delivering its comprehensive Falcon platform, which spans endpoint protection, cloud security, identity threat detection, and next-gen Security Information and Event Management (SIEM), to tens of thousands of enterprise organizations worldwide. The company generates... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Emerald Wealth Partners Growth Equity Strategy | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Emerald Wealth Partners Growth Equity Strategy - CRWD We met with Michael Sentonas, President CrowdStrike, early July. The discussion centered... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Brandon D. Bond, Bo Fifer, Brian M. McNamaraTCW Concentrated Large Cap Growth Fund | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | TCW Concentrated Large Cap Growth Fund - CRWD 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... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alex UmanskyBaron Fifth Avenue Growth Fund | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Baron Fifth Avenue Growth Fund - CRWD The discussion evolved from 'is AI going to disrupt cybersecurity' to organizations and even the frontier AI labs relying on Falcon as their AI-powered defender for the post-Mythos era. Even more consequential... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Alex UmanskyBaron Global Opportunity Fund | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Baron Global Opportunity Fund - CRWD Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance during the quarter with the stock up 95.6% as the market increasingly recognized the company as one of the primary beneficiaries of enterprise AI adoption. As organizations increasingly... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Mr. FitzpatrickAristotle Core Equity Fund | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Long CRWD (CrowdStrike Holdings, Inc.) The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Long CRWD (CrowdStrike Holdings, Inc.) The manager initiated a 3% position in CrowdStrike, citing its cloud-native architecture and high module adoption as key competitive moats. As enterprises consolidate... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Sonu Chawla | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | TimesSquare Capital Management U.S. FOCUS Growth Equity strategy 2025 Q2 (CRWD) Among our holdings, we trimmed CrowdStrike Holdings as it gained 44%. A cloud-based endpoint... | BULL | View Pitch → |
| Jan 7, 2026 | Fund Letter | Alex UmanskyBaron Fifth Avenue Growth Fund | CrowdStrike Holdings, Inc. $CRWD• NASDAQ | Application SoftwareSoftware | Baron Fifth Avenue Growth Fund 2025 Q3 (CRWD) Lastly, we added to our position in the leading cybersecurity platform, CrowdStrike Holdings, Inc. A year post the famous outage that grounded planes and impacted a broad array of the company's customers, we can conclude that management has done an excellent job in the aftermath of the outage. CrowdStrike is now... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.