Timessquare Capital Management, an equity investment management company, released the "U.S. key growth strategy" for investors in the first quarter of 2025. A copy of the letter can be downloaded here. U.S. stocks were underperformed in the first quarter based on a broad downturn. In this negative environment, the strategy outperformed the index in the first quarter. The strategy returns 2.42% (total) and 2.20% (net), while the Russell MidCap Growth Index returns -7.12%. Also, check the fund’s top five holdings to see its best options for 2025.

Timessquare Capital Focus growth strategy highlighted CrowdStrike Holdings, Inc in its first-quarter 2025 investor letter. (NASDAQ:CRWD) and other stocks. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a global provider of cybersecurity solutions. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has a one-month return of 16.94%, and its share price has accounted for 26.98% of its value over the past 52 weeks. May 16, 2025, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stock closed at $439.26 per share with a market value of $1,094.08 billion.

Timessquare Capital Copition Guose growth strategy pointed out about CrowdStrike Holdings, Inc in its Q1 2025 investor letter. (NASDAQ:CRWD) the following content:

“In a turbulent quarter, Crowdstrike Holdings, Inc. (NASDAQ:CRWD) ends with a 3% return. Cloud-based endpoint security providers can ensure a range of devices, endpoints and cloud environments, climbed an optimistic wave of software companies in the first half of the quarter, a beneficiary of the lower cost of implementing AI, which could lead to wider AI adoption in organizations. During this time we trimmed our location. CrowdStrike's stock then retreated, with its report exceeding expectations, coupled with a less-than-advantage prospect as some one-time costs were linked to last year's power outage. Given this transitional nature, and our view that annual recovery revenue should be refueled later this year, we are starting to increase our shares. ”

Security personnel monitor global threat networks in real time on their consoles.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is not among the 30 most popular stocks in our hedge funds. According to our database, 77 hedge fund portfolio holds CrowdStrike Holdings, Inc at the end of the fourth quarter. (NASDAQ:CRWD), 74 in the previous quarter. In the third quarter of fiscal 2025, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Subscription revenue increased by 31% year-on-year, with total revenue exceeding $1 billion. Although we acknowledge CrowdStrike Holdings, Inc. The potential of (NASDAQ:CRWD) is an investment, but our belief is that AI stocks have greater hope to offer higher returns and do so in a shorter time frame. If you are looking for AI stocks that are as promising as NVIDIA, but whose earnings are trading at less than 5 times the price, check out our report on undervalued AI stocks.