TimesSquare Capital Administration, an fairness funding administration firm, launched its “U.S. Focus Progress Technique” third-quarter 2025 investor letter. A replica of the letter may be downloaded right here. Within the third quarter, all the main asset courses posted optimistic returns besides fastened earnings property exterior the US. The technique returned 4.00% (gross) and three.78% (web) in comparison with a 2.78% return for the Russell Midcap Progress Index. As well as, please examine the fund’s high 5 holdings to know its finest picks in 2025.
In its third-quarter 2025 investor letter, TimesSquare Capital U.S. Focus Progress Technique highlighted shares corresponding to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a worldwide cybersecurity options supplier. The one-month return of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was -4.72%, and its shares gained 30.03% of their worth over the past 52 weeks. On December 12, 2025, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) inventory closed at $504.78 per share, with a market capitalization of $127.254 billion.
TimesSquare Capital U.S. Focus Progress Technique acknowledged the next relating to CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its third quarter 2025 investor letter:
“Among the many extensive number of Data Expertise corporations, we choose vital system suppliers, specialised part designers, methods that enhance productiveness or effectivity for his or her shoppers, and others which are rising their shares of company IT budgets. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) offers cybersecurity services to stop breaches. We exited the place on market cap concerns. Its share worth pulled again by -16% whereas held within the quarter.”
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is just not on our checklist of 30 Most In style Shares Amongst Hedge Funds. As per our database, 66 hedge fund portfolios held CrowdStrike Holdings, Inc. (NASDAQ:CRWD) on the finish of the third quarter, the identical as within the earlier quarter. Within the third quarter of 2026, CrowdStrike Holdings, Inc.’s (NASDAQ:CRWD) subscription income grew 21% year-over-year to achieve $1.17 billion. Whereas we acknowledge the potential of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) as an funding, we consider sure AI shares provide higher upside potential and carry much less draw back threat. If you happen to’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
In one other article, we coated CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and shared the checklist of shares Jim Cramer mentioned. As well as, please try our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main traders.
