Letters by company

CrowdStrike Holdings, Inc.

1 letter discussing CRWD. Everything written about it on this site is on its ticker page.

Polen Capital 5Perspectives Growth Opportunities Polen 5Perspectives Growth Opportunities – 3Q 2026 Portfolio Manager Commentary Polen 5Perspectives Growth Opportunities shifted exposure from industrial AI infrastructure suppliers toward technology, semiconductor and software businesses positioned to apply AI in their core operations. Twist Bioscience and CrowdStrike supported relative results, while Argan, an underweight Microsoft position and Bloom Energy detracted amid volatile AI-related markets. 3Q 2026 AGX $5.2BBE $70BCRWD $233B