What smart money is saying about CrowdStrike Holdings, Inc.
6 funds in our archive have pitched CrowdStrike Holdings, Inc. — most recently Baron Global Opportunity Strategy in June 2026.
CrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities. CrowdStrike primarily generates revenue through subscription sales of its flagship Falcon platform and its array of cloud modules. These offerings are distributed globally via a direct sales force, augmented by an extensive network of channel partners. Established in 2011, the company is headquartered in Austin, Texas.
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Position history
Between Q4 2024 and Q2 2026, 13 fund letters reported a position in CrowdStrike Holdings, Inc. — 4 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 13 | 4 | 0 | 2 |
| Q3 2025 | 0 | 0 | 0 | 2 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 13 positions · 4 moves
- June 2026
“Information security provider CrowdStrike rebounded sharply, data warehouse platform Snowflake delivered strong relative performance and long-time holding Broadcom continued to contribute, underscoring the ongoing importance of cloud, cybersecurity and AI infrastructure exposure within the portfolio.”
CrowdStrike Holdings, Inc. - June 2026
“CrowdStrike, Datadog, and Snowflake continue to be core long- term holdings in the Fund.”
CrowdStrike Holdings, Inc. - June 2026
“Top contributors to performance for the quarter included US-based memory supplier Micron, US cybersecurity leader CrowdStrike, British semiconductor design company ARM, US data center software provider Snowflake, and Indian online travel company MakeMyTrip.”
CrowdStrike Holdings, Inc. - June 2026
“We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. Among others, during the second quarter we initiated or added to the following positions: • Semiconductors and cloud compute services: Micron Technology, Inc. and Cerebras Systems Inc. • Power generation and energy infrastructure/aerospace: Fervo Energy Company and DPC Holdings Limited • Digital content, commerce, and AI services: Alphabet Inc., Spotify Technology S.A., and Shopify Inc. • Health care real estate and digital services: Welltower Inc. • Cybersecurity and systems software: Rubrik, Inc., CrowdStrike Holdings, Inc., and Cloudflare, Inc.”
CrowdStrike Holdings, Inc. - June 2026
“Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance during the quarter with the stock up 95.6%”
CrowdStrike Holdings, Inc. - June 2026
“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.”
CrowdStrike Holdings, Inc. - June 2026
“Semiconductors also contributed strongly with Intel featuring in the largest risers. In software, CrowdStrike and Snowflake benefited from continued confidence in cyber security spending, with investor sentiment also helped by broader demand for AI-linked security solutions.”
CrowdStrike Holdings, Inc. - New positionLiontrust Global Technology FundJune 2026
“software derated on AI disruption fears where we judge the economics intact: we roughly doubled Palantir, more than doubled Cadence, and initiated Datadog, CrowdStrike and MongoDB, consumption priced infrastructure software whose workloads (observability, security, data) multiply as agents proliferate.”
CrowdStrike Holdings, Inc. - June 2026
“Portfolio review The Fund's semiconductor and AI-related memory holdings performed well, as technology sector exposure drove gains due to ongoing investor enthusiasm around AI infrastructure spending and improving fundamentals of the broader memory market. Memory remains a key bottleneck in the AI infrastructure supply chain and both Micron and SK Hynix are ongoing beneficiaries of the unprecedented AI capex by hyperscalers, reporting strong multi-year order books at historically high prices. Seagate and SK Hynix benefitted from the market re-rating of storage hardware on expectations of stronger hyperscaler/data-centre demand. Semiconductors also contributed strongly with Infineon rewarded by its AI/industrial electrification supply-chain exposure (power semis, automotive/industrial content) and improving confidence on end-demand and pricing. It raised full-year guidance, with management pointing to strong AI data-centre demand for power solutions and an improving automotive order backdrop. In software, CrowdStrike benefited from continued confidence in cyber security spending, with investor sentiment also helped by broader demand for AI-linked security solutions.”
CrowdStrike Holdings, Inc. - New positionLiontrust GF Global Technology FundJune 2026
“We roughly doubled Palantir, more than doubled Cadence, and initiated Datadog, CrowdStrike and MongoDB, consumption priced infrastructure software whose workloads (observability, security, data) multiply as agents proliferate.”
CrowdStrike Holdings, Inc. - June 2026
“Platform Hardware, Platform Software and Edge Compute: performance was again led by the Fund’s technology and AI-exposed basket, consistent with the broader market backdrop. Investor focus stayed firmly on earnings resilience, AI-related capital expenditure and the durability of demand across the digital infrastructure stack. Names such as Dell, Snowflake, CrowdStrike, Credo Technology, and Infineon were important contributors on the long side.”
CrowdStrike Holdings, Inc. - June 2026
“In software, CrowdStrike benefited from continued confidence in cyber security spending, with investor sentiment also helped by broader demand for AI-linked security solutions.”
CrowdStrike Holdings, Inc. - New positionJacob Funds Management CommentaryApril 2026
“The Jacob Internet Fund added four new positions in the quarter, Circle Internet Group, CrowdStrike, Reddit and Robinhood.”
CrowdStrike Holdings, Inc.
Also mentioned · 1
These funds discuss CrowdStrike Holdings, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedEmerald Wealth Partners AGMay 2026
“We met with Michael Sentonas, President CrowdStrike, early July 1.”
CrowdStrike Holdings, Inc.
Fund coverage · 6 theses
- Baron Global Opportunity StrategyJune 2026
CrowdStrike Holdings, Inc. is a cloud-native cybersecurity platform positioned to benefit from enterprise AI adoption and efficient cross-sell into its installed base.
Read the full thesis - Jacob Funds ManagementApril 2026
CrowdStrike is a cloud-native cybersecurity leader positioned to secure autonomous AI agents and enterprise adoption of agentic AI.
Read the full thesis - 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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