Former SAC Capital Portfolio Manager Tor Minesuk’s Top 5 Stock Picks for 2021

4. CrowdStrike Holdings, Inc. (NASDAQ: CRWD)

The security software company CrowdStrike Holdings, Inc. (NASDAQ: CRWD) is among the best-performing stocks of the Mondrian Capital Management portfolio. Shares of CrowdStrike rose 265% in the last twelve months, thanks to massive revenue growth trends. Its September quarter revenue grew 85% year over year.

Carillon Eagle Mid Cap Growth Fund has also praised CrowdStrike’s revenue growth trends in an investor letter. Here’s what Carillon Eagle Mid Cap Growth Fund stated:

“CrowdStrike continues to deliver strong results with impressive revenue growth. The company provides leading software for the security of computers, servers, and mobile phones, and is displacing legacy antivirus vendors. In addition, the company is expanding its portfolio of security products to now include software that detects vulnerabilities in technology infrastructure and software for technology asset management.”