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Artisan Small Cap Fund Sold Insmed (INSM) on Valuation Consideration
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
The Vita Coco Company (COCO) is Gaining from Strong Volume Growth
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Remains Invested in Stevanato Group (STVN)
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Parsons Corporation (PSN) Fell Following Losing Out on Winning a $12.5 Billion Contract
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Guidewire (GWRE) Lost Some Momentum in Q4 after a Strong Run
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Laser Business Exit Improved nLIGHT’s (LASR) Profitability
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Bets on Guardant Health (GH)
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Here's Why Cathie Wood's Latest Tesla (TSLA) Prediction May Fall Short
Cathie Wood has long been a believer in Tesla Inc (NASDAQ:TSLA) and remains bullish on the company for the long term despite the EV maker facing demand challenges and tough competition.
Artisan Small Cap Fund Picked Cellebrite (CLBT) Following New Product Cycle Analysis
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Enterprise organizations aren't rejecting your AI product. They're rejecting the risk of buying it and most founders never see it coming.
The pattern looks familiar, a product demonstration goes well, a pilot program shows promising results, internal champions express enthusiasm about the solution, then momentum fades.
Is Shopify (SHOP) The Best AI Ecommerce Stock to Buy in 2026?
E-commerce platform company Shopify Inc (NASDAQ:SHOP) ranks second on the list of the best stocks to buy for 2026 according to Cathie Wood.
Will Bruker (BRKR) be Able to Rebound?
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Hedge Funds Are Buying Roku (ROKU) in Droves - Here's Why
ARK cut its stake in streaming technology company Roku Inc (NASDAQ:ROKU) by 20% in the fourth quarter, but still ended the period with a $640.5 million position.
Do You Believe in the Growth Prospects of Hexcel (HXL)?
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Is Coinbase (COIN) Still The Best Crypto Stock To Buy and Hold?
Cathie Wood has reduced her exposure to Coinbase Inc (NASDAQ:COIN) over the past several quarters, but the crypto company remains among the top holdings of the hedge fund manager.
Is Veeva Systems (VEEV) A Good Stock To Buy Now?
Is VEEV a good stock to buy? We came across a bullish thesis on Veeva Systems Inc. on LongTermValue Research’s Substack. In this article, we will summarize the bulls’ thesis on VEEV.
Is This The Best Defense Stock to Buy On the Dip Amid Ongoing Middle East Conflict?
Cathie Wood’s ARK decreased its stake in Palantir Technologies Inc (NASDAQ:PLTR) by 20% in the fourth quarter to $574.5 million.
Is Meta Platforms (META) A Good Stock To Buy Now?
Is META a good stock to buy? We came across a bullish thesis on Meta Platforms, Inc. on Compounding Your Wealth’s Substack by Sergey.
Is Crispr Therapeutics (CRSP) The Best Gene-Editing Stock to Buy Now?
Biotech company Crispr Therapeutics Ag (NASDAQ:CRSP) shares are up 16% over the past 12 months.
Here's Why Elite Hedge Funds Were Buying Advanced Micro Devices (AMD) For 2026
ARK decreased its stake in Advanced Micro Devices (NASDAQ:AMD) by 16% in the fourth quarter, ending the period with $551.4 million worth of shares in its portfolio.
Is Robinhood Markets (HOOD) a Top Tech Stock for 2026?
Robinhood Markets Inc (NASDAQ:HOOD) accounts for about 3.6% of the overall portfolio of Cathie Wood, as ARK owns a $543.6 million stake in the trading platform company.
Hedge Funds Were Loading Up On This Cathie Wood Stock For 2026
Automated test equipment and robotics company Teradyne (NASDAQ:TER) ranks ninth in our list of the best stocks to buy for 2026 according to Cathie Wood.
What Makes Penumbra (PEN) a Good Investment Choice?
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Is Tempus AI (TEM) The Best AI Healthcare Stock in Cathie Wood's Portfolio?
Tempus AI (NASDAQ:TEM) uses AI to analyze and process large datasets to find patterns that help doctors treat patients more efficiently.
Artisan Small Cap Fund Sold Integer Holdings (ITGR) as Thesis Did Not Materialize
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Divested Its Stake in SharkNinja (SN)
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Artisan Small Cap Fund Reduced Its Holdings in Flex (FLEX) as It Exceeded Its Small-Cap Mandate
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Here’s Why Artisan Small Cap Fund Trimmed Lattice Semiconductor (LSCC) in Q4
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”. A copy of the letter can be downloaded here.
Artisan Small Cap Fund’s Q4 2025 Investor Letter
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Small Cap Fund”.
Emerald Growth Equity Strategy Increased Its Stake in Nvidia (NVDA)
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to...
Emerald Growth Equity Strategy Sold Agilent (A) Due to Compression in the Margin of Safety
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to...
Here’s Why Emerald Growth Equity Strategy Picked Alibaba (BABA) in Q4
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to...
Thermo Fisher Scientific (TMO) Surged on Investors' Optimism
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to...
Does Oracle (ORCL) Have a Compelling Upside Potential?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of the letter is available to...
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