Here's Why CrowdStrike (CRWD) Rose in Q2

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Investor Class) returned 14.40% compared to 11.99% for the MSCI Emerging Markets Index. The Artisan Developing World Fund has returned 192.04% cumulatively, since June 30, 2015, compared to 60.03% for the index. Equities rose in the quarter despite uncertainty around US trade initiatives, strife in longer-dated bond markets, shifts in global currency preferences, and flash points in geopolitical conditions. US markets outperformed international markets in local currency terms for the same period. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Artisan Developing World Fund highlighted stocks such as CrowdStrike Holdings, Inc. (NASDAQ:CRWD). CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a global cybersecurity solutions provider. The one-month return of CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was 6.44%, and its shares gained 35.59% of their value over the last 52 weeks. On July 8, 2025, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) stock closed at $507.71 per share, with a market capitalization of $126.546 billion.

Artisan Developing World Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its second quarter 2025 investor letter:

"Top contributors to performance for the quarter included MercadoLibre, cybersecurity software leader CrowdStrike Holdings, Inc. (NASDAQ:CRWD), NuHoldings (Nubank), Sea, and ARM Holdings. CrowdStrike continued to benefit from an industry backdrop featuring increasing network complexity and heightened security threats, while seeing strong uptake of new customer packages post-service outages last year."

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is in not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 64 hedge fund portfolios held CrowdStrike Holdings, Inc. (NASDAQ:CRWD) at the end of the first quarter which was 77 in the previous quarter. In the third quarter of fiscal 2025, CrowdStrike Holdings, Inc.’s (NASDAQ:CRWD) subscription revenue grew 31% year-over-year and total revenue exceeded $1 billion. While we acknowledge the potential of CRWD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and shared the list of top AI Stocks in the spotlight. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.