TimesSqure Capital U.S. Focus Growth Equity Trimmed CrowdStrike Holdings (CRWD) Following Share Price Appreciation

Timessquare Capital Management, a stock management company, has released a “growth strategy in the United States” in the second quarter of 2025. A copy of the message can be downloaded here. In the second quarter, stocks witnessed two -digit returns with the expansion of global economic activity. Growth indexes outperformed value counterparts in the quarter. Global risk factors such as beta, momentum and the remaining fluctuation were very rewarding, while the profit quality, value and growth of profits were decreased. Moreover, in small and medium growth indicators in the United States, better returns than stocks came either with high assessments, negative profits or low returns on stocks. On this background, the strategy is 11.79 % (total) and 11.56 % (NET) compared to the return of 18.20 % for the Russian MidCap growth index. In addition, please check the five best holdings of the box to know its best choices in 2025.

In the investor’s speech in the second quarter of 2025, the growth strategy in Timessquare Capital Us Focus has highlighted stocks such as Crowdstrike Holdings, Inc. (NASDAQ: CRWD). Crowdstrike Holdings, Inc. (NASDAQ: CRWD) is the provider of global cybersecurity solutions. The return of Crowdstrike Holdings, Inc. (NASDAQ: CRWD) 1 month 0.00 %, and has gained 65.25 % of its value over the past 52 weeks. On September 10, 2025, Crowdstrike Holdings, Inc.

The growth strategy of growth in the United States of the United States has mentioned the following regarding Crowdstrike Holdings, Inc. (NASDAQ: CRWD) in the investor’s speech in the second quarter 2025:

“From our holdings, we reduced us Croldstrike Holdings, Inc. (NASDAQ: CRWD) has also acquired 44 %. Crowdstrike benefited early in this quarter, the security point provider of the end -based point benefited to a set of security that guarantees a group of devices, finish points and cloud environments early in this quarter because cybersecurity was one of the most flexible areas in the overall economy environment. In June, its results were higher than expected, especially with the gains in net new repeated annual revenues, which are expected to double in the coming fiscal year. There were some continuous effects of interruption last year, but with the end of the discounts resulting from the retaining of customers, we expect Crowdstrike revenues to continue. “

Croldstrike Holdings, Inc. (NASDAQ: CRWD) is not listed in our list, which includes 30 common stocks between hedge boxes. According to our database, 66 hedge porcups, Crowdstrike Holdings, Inc. (NASDAQ: CRWD) at the end of the second quarter, which was 64 in the previous quarter. In the second quarter of 2025, Crowdstrike Holdings, Inc. (NASDAQ: CRWD) is a gross income growing by 21 % on an annual basis, reaching $ 1.17 billion. While we acknowledge the capabilities of Crowdstrike Holdings, Inc. (NASDAQ: CRWD) as an investment, we believe that some artificial intelligence shares provide greater potential and carry less risks on the downside. If you are looking for a stock of artificial intelligence with less than very apprecia The best inventory of artificial intelligence in the short term.