CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment Soumya Eswaran Wed, October 7, 2026 at 11:55 AM EDT 3 min read CRWD -3.90% NVDA -0.86% MELI +0.79% V +0.45% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.50% in the quarter ending September 30, 2026, outperforming the MSCI Emerging Markets Index's -0.37%. Since June 30, 2015, its cumulative returns have been 172.0% compared to the Index's 128.8%. The quarter saw heightened Middle Eastern conflict, leading to inflation pressures and a selloff in long-dated bonds across the US, Japan, and Europe. This climate pressured markets, particularly in Korea, where the MSCI Korea Index fell significantly before rebounding, while Brazil's market stood out with an 8.18% rise. India's economy appears resilient despite challenges, bolstered by reforms and foreign currency schemes, while consumer wealth is growing significantly. A handful of outsized winners—led by NVIDIA, MercadoLibre, Sea, Visa, and CrowdStrike—have significantly driven cumulative portfolio returns. To capture the sustained compounding of these market leaders while prioritizing portfolio permanence, the strategy expands diversification across correlation stocks to optimize stability through market volatility. Also, check the fund's top five holdings to see its best picks in 2026.
In its Q3 2026 investor letter, the Artisan Developing World Fund highlighted cybersecurity leader CrowdStrike Holdings, Inc. (NASDAQ:CRWD). (NASDAQ:CRWD) contributed positively to performance due to strong demand for AI-related security. On October 06, 2026, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) closed at $278.86 per share. Over the past month, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) returned 29.53%, and its shares gained 129.69% over the past 52 weeks. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) has a market capitalization of $285.53 billion with a 52-week trading range between $85.68 and $286.99.
Artisan Developing World Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its Q3 2026 investor letter:
"Top contributors to performance for the quarter included US cybersecurity software leader CrowdStrike Holdings, Inc. (NASDAQ:CRWD). CrowdStrike benefited from rising demand for AI-related security as agent proliferation creates an increasingly challenging cyber environment, and as CrowdStrike shows evidence that the heightened AI threat environment is resulting in monetizable business opportunities for the company."
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 89 hedge fund portfolios held CrowdStrike Holdings, Inc. (NASDAQ:CRWD) at the end of the second quarter which was 79 in the previous quarter. While we acknowledge the potential of CrowdStrike Holdings, Inc. (NASDAQ: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 discussed CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and shared Glass Lake Wealth Management's views on the company. In addition, please check out our hedge fund investor letters Q3 2026 page for more investor letters from hedge funds and other leading investors.
This article is originally published at Insider Monkey.
