Baron Fifth Avenue Growth Fund’s Q3 2025 investor letter showed a 5.7% gain (Institutional Shares) compared to the R1KG’s 10.5% and SPX’s 8.1% increase. Year-to-date, the fund is up 14.4%, versus 17.2% and 14.8% for the indexes. The top 5 holdings are available for review to identify 2025’s best picks.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was highlighted in Baron Fifth Avenue Growth Fund’s Q3 2025 investor letter. CRWD, a global cybersecurity provider, saw a one-month return of -5.58% and a 44.06% increase over the last 52 weeks. On December 01, 2025, CRWD stock closed at $504.13 per share with a market capitalization of $126.514 billion.

Baron Fifth Avenue Growth Fund added to its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD) due to management’s effective response to a past outage. The company has seen a reacceleration in net new annualized recurring revenues and strong adoption of its new Flacon Flex offering. Customer care packages post-outage have also led to broader platform adoption.

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is not among the 30 Most Popular Stocks Among Hedge Funds. However, 66 hedge fund portfolios held CRWD at the end of Q3, the same as the previous quarter. While CRWD shows potential, certain AI stocks offer more upside with less downside risk, according to data.

Read more at Yahoo Finance: CrowdStrike Holdings (CRWD) is Reaccelerating from Last Year’s Outage