CrowdStrike (CRWD, Financial) provides a consolidated, endpoint security platform that protects customers from cyberattacks. It has entered a variety of related markets, including endpoint protection, endpoint search, threat intelligence, endpoint management, cloud workload security, and mobile security. We like the company’s rapid growth, large and expanding market, competitive differentiation, significant market share gains, vulnerable competition, and major customer and partner relationships.
From Spiros Segalas (Trades, Portfolio)' Harbor Capital Appreciation Fund second-quarter 2020 commentary.
