In the second quarter of 2025, TimesSquare Capital Management’s “U.S. Focus Growth Strategy” investor letter highlighted double-digit equity returns, with growth indexes outperforming value counterparts. The strategy returned 11.79% (gross) and 11.56% (net) compared to the Russell Midcap Growth Index’s 18.20% return. Check the fund’s top five holdings for 2025 picks.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD), a global cybersecurity solutions provider, was mentioned in TimesSquare Capital’s second-quarter 2025 investor letter. The stock saw a one-month return of 0.00% and gained 65.25% over the last 52 weeks, closing at $424.87 per share on September 10, 2025, with a market cap of $106.623 billion.

TimesSquare Capital’s U.S. Focus Growth Strategy disclosed that they trimmed their holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) after a 44% gain. The cloud-based endpoint security provider showed strong results early in the quarter, with expectations of doubling net new annual recurring revenues in the next fiscal year. Revenue reacceleration is expected as customer retention rebates expire.

As of the end of the second quarter of 2025, 66 hedge fund portfolios held CrowdStrike Holdings, Inc. (NASDAQ:CRWD), up from 64 in the previous quarter. The company experienced 21% revenue growth year over year, reaching $1.17 billion. While acknowledging its potential, some AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: TimesSqure Capital U.S. Focus Growth Equity Trimmed CrowdStrike Holdings (CRWD) Following Share Price Appreciation