What smart money is saying about CrowdStrike
4 funds in our archive have pitched CrowdStrike — most recently Titan Wealth in September 2025.
CrowdStrike Holdings, Inc. provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. It offers threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. The company primarily sells subscriptions to its Falcon platform and cloud modules through its direct sales team that leverages its network of channel partners. It serves customers worldwide. The company was incorporated in 2011 and is based in Austin, Texas.
Fund coverage · 4 theses
- Titan WealthSeptember 2025
CrowdStrike is a leading cybersecurity company that offers cloud-native endpoint protection and has established itself as a critical player in a structurally expanding market essential for modern economies.
Read the full thesis - Baron Fifth Avenue Growth FundSeptember 2025
CrowdStrike Holdings, Inc. is a leading cybersecurity platform experiencing reacceleration in revenue growth through strong product adoption and customer trust, making it a core long-term investment with robust margins and cash flow generation.
Read the full thesis - Aristotle Large Cap GrowthMarch 2025
CrowdStrike is a leading cybersecurity company poised for growth due to its innovative cloud-native architecture, diverse product offerings, and strong position in the expanding cloud cybersecurity market.
Read the full thesis - Aristotle Core EquityDecember 2024
CrowdStrike Holdings is well-positioned for substantial growth in the cloud cybersecurity market due to its innovative products, early-mover advantage, and strong customer retention in the face of increasing cyber threats.
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