LongCRWDJun 2026
CrowdStrike Holdings, Inc.
CrowdStrike produced strong quarterly results including 32% year-on-year growth in net new ARR, improving operating margins and 67% growth in free cash flow. Management raised…
CRWD
Which hedge funds are long CRWD?
2 published ideas on CrowdStrike Holdings, Inc. across 2 funds — 2 long and 0 short.
CrowdStrike Holdings hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on CrowdStrike Holdings: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCRWDJun 2026
CrowdStrike Holdings, Inc.
The Fund believes increasingly capable AI models will increase rather than reduce structural demand for cybersecurity. More capable AI makes malicious actors more dangerous while…