Professional
Added to YB: 2025-06-02
Pitch date: 2025-04-09
CRWD [neutral]
CrowdStrike Holdings, Inc.
+110.28%
current return
Author Info
Maple Tree Capital is a fictitious fund run by @HenryInvests. Follow on Twitter/X.
Company Info
CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally.
Market Cap
$197.5B
Pitch Price
$92.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.9K
P/E
-6.4K
EV/Sales
38.05
Sector
Software
Category
growth
Maple Tree Capital Portfolio Holding: CrowdStrike Holdings, Inc.
CRWD (holding update): Bought during July cyber outage dip when market panicked on leader. Strong customer retention, clear moat, path to margin expansion & operating leverage as platform grows. Crucial cybersecurity provider whose recent failure has been forgotten. Expensive but heavy growth prospects.
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