Artisan Companions, an funding administration firm, launched its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”. A duplicate of the letter will be downloaded right here. The Fund seeks to put money into corporations that possess franchise traits, with sturdy earnings trajectories, and are buying and selling at a reduction to the estimated non-public market worth. US equities ended a report yr with sturdy fourth-quarter beneficial properties. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% within the fourth quarter in comparison with -3.70% for the Russell Midcap® Progress Index. Continued energy in data know-how (IT) and well being care contributed to the efficiency throughout the quarter. Please assessment the Fund’s prime 5 holdings to achieve insights into their key alternatives for 2025.
In its fourth-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted shares like IRhythm Holdings, Inc. (NASDAQ:IRTC). IRhythm Holdings, Inc. (NASDAQ:IRTC) is a digital healthcare firm that gives Zio ambulatory cardiac monitoring providers. On February 23, 2026, IRhythm Holdings, Inc. (NASDAQ:IRTC) inventory closed at $141.22 per share. One-month return of IRhythm Holdings, Inc. (NASDAQ:IRTC) was -9.80%, and its shares gained 23.98% over the previous 52 weeks. IRhythm Holdings, Inc. (NASDAQ:IRTC) has a market capitalization of $4.55 billion.
Artisan Mid Cap Fund said the next concerning IRhythm Holdings, Inc. (NASDAQ:IRTC) in its fourth quarter 2025 investor letter:
“Together with Coherent, different notable trims throughout the quarter have been IRhythm Holdings, Inc. (NASDAQ:IRTC) and MACOM. iRhythm offers the Zio wearable cardiac monitoring units to help physicians in diagnosing instances of cardiac arrhythmias that sign elevated stroke dangers. The corporate delivered a powerful quarter that included stable progress in its core providers and enhancing money circulation developments. After a powerful 2025 pushed by company-specific revenue cycle tailwinds and market share beneficial properties, we trimmed the place to take income and right-size the funding. Progress could reasonable in 2026 forward of what we count on to be one other compelling product cycle starting in 2027.”
IRhythm Holdings, Inc. (NASDAQ:IRTC) isn’t on our listing of 30 Most In style Shares Amongst Hedge Funds. In keeping with our database, 44 hedge fund portfolios held IRhythm Holdings, Inc. (NASDAQ:IRTC) on the finish of the fourth quarter, up from 43 within the earlier quarter. Whereas we acknowledge the potential of IRhythm Holdings, Inc. (NASDAQ:IRTC) as an funding, we consider sure AI shares supply better upside potential and carry much less draw back danger. If you happen to’re searching for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.
