TimesSquare U.S. Focus Growth Strategy Sold CrowdStrike Holdings (CRWD) Due to Market Cap Considerations

2 days ago 4

Soumya Eswaran

Mon, December 15, 2025 astatine 7:01 AM CST 2 min read

TimesSquare Capital Management, an equity concern absorption company, released its “U.S. Focus Growth Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, each the large plus classes posted affirmative returns but fixed income assets extracurricular the US. The strategy returned 4.00% (gross) and 3.78% (net) compared to a 2.78% instrumentality for the Russell Midcap Growth Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, TimesSquare Capital U.S. Focus Growth Strategy highlighted stocks specified arsenic CrowdStrike Holdings, Inc. (NASDAQ:CRWD). CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is simply a planetary cybersecurity solutions provider. The one-month instrumentality of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was -4.72%, and its shares gained 30.03% of their worth implicit the past 52 weeks. On December 12, 2025, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) banal closed astatine $504.78 per share, with a marketplace capitalization of $127.254 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the pursuing regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) successful its 3rd 4th 2025 capitalist letter:

"Among the wide assortment of Information Technology companies, we similar captious strategy providers, specialized constituent designers, systems that amended productivity oregon ratio for their clients, and others that are increasing their shares of firm IT budgets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cybersecurity products and services to forestall breaches. We exited the presumption connected marketplace headdress considerations. Its stock terms pulled backmost by -16% portion held successful the quarter."

I Sold Some For My Trust, Says Jim Cramer

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 66 hedge money portfolios held CrowdStrike Holdings, Inc. (NASDAQ:CRWD) astatine the extremity of the 3rd quarter, the aforesaid arsenic successful the erstwhile quarter. In the 3rd 4th of 2026, CrowdStrike Holdings, Inc.'s (NASDAQ:CRWD) subscription gross grew 21% year-over-year to scope $1.17 billion. While we admit the imaginable of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and shared the database of stocks Jim Cramer discussed. In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.