Artisan Companions, an funding administration firm, launched its “Artisan Small Cap Fund” second-quarter 2025 investor letter. A replica of the letter will be downloaded right here. International markets noticed an unimaginable however unstable second quarter, shifting from deep declines to sturdy positive factors. Within the quarter, its Investor Class fund ARTSX returned 7.30%, Advisor Class fund APDSX posted a return of seven.33%, and Institutional Class fund APHSX returned 7.36%, in comparison with a return of 11.97% for the Russell 2000 Development Index. As well as, you’ll be able to test the fund’s prime 5 holdings to search out out its greatest picks for 2025.
In its second-quarter 2025 investor letter, Artisan Small Cap Fund highlighted shares akin to ServiceTitan, Inc. (NASDAQ:TTAN). ServiceTitan, Inc. (NASDAQ:TTAN) supplies an end-to-end cloud-based software program platform for actions required to put in, preserve, and repair the infrastructure and programs. The one-month return of ServiceTitan, Inc. (NASDAQ:TTAN) was -11.13%, and YTD its shares gained 1.90% of their worth. On August 22, 2025, ServiceTitan, Inc. (NASDAQ:TTAN) inventory closed at $104.82 per share, with a market capitalization of $9.504 billion.
Artisan Small Cap Fund said the next relating to ServiceTitan, Inc. (NASDAQ:TTAN) in its second quarter 2025 investor letter:
“Notable provides within the quarter included Birkenstock, ServiceTitan, Inc. (NASDAQ:TTAN) and Stevanato. ServiceTitan is the main vertical software program supplier for the trades (e.g., plumbing, HVAC, electrical), an space that has traditionally been underserved by know-how. The corporate is concentrated on residential and industrial companies that handle the total workflow—from lead era to cost. Income comes from subscriptions and usage-based cost processing. We see a number of alternatives for progress, together with buying new clients, upselling present clients and increasing into extra trades. ServiceTitan has been delivering according to our thesis, notably throughout its preliminary quarters as a public firm amid a extremely unsure market surroundings. We took benefit of inventory weak point following a secondary issuance after the IPO lockup to extend our place from the GardenSM to the Crop.”
A software program firm’s engineer looking at a pc monitor with intense focus.
ServiceTitan, Inc. (NASDAQ:TTAN) will not be on our listing of 30 Most Fashionable Shares Amongst Hedge Funds. As per our database, 51 hedge fund portfolios held ServiceTitan, Inc. (NASDAQ:TTAN) on the finish of the second quarter, which was 25 within the earlier quarter. Whereas we acknowledge the potential of ServiceTitan, Inc. (NASDAQ:TTAN) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back threat. If you happen to’re searching for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.
