Artisan Companions, an funding administration firm, launched its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”. A replica of the letter might be downloaded right here. The Fund seeks to spend money on firms that possess franchise traits, with sturdy earnings trajectories, and are buying and selling at a reduction to the estimated personal market worth. US equities ended a file 12 months with strong fourth-quarter positive aspects. 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 info expertise (IT) and well being care contributed to the efficiency in the course of the quarter. Please assessment the Fund’s prime 5 holdings to achieve insights into their key picks for 2025.
In its fourth-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted shares like Insmed Integrated (NASDAQ:INSM). Insmed Integrated (NASDAQ:INSM) is a biotechnology firm specializing in growing therapies for severe and uncommon ailments. On February 23, 2026, Insmed Integrated (NASDAQ:INSM) inventory closed at $159.03 per share. One-month return of Insmed Integrated (NASDAQ:INSM) was -2.22%, and its shares gained 105.20% over the previous 52 weeks. Insmed Integrated (NASDAQ:INSM) has a market capitalization of $33.917 billion.
Artisan Mid Cap Fund acknowledged the next concerning Insmed Integrated (NASDAQ:INSM) in its fourth quarter 2025 investor letter:
“Our prime contributors in This autumn had been Argenx, Coherent and Insmed Integrated (NASDAQ:INSM). Insmed is a biotechnology firm centered on pulmonary ailments. Its lead product, ARIKAYCE®, continues to carry out effectively, with administration elevating full-year income steering following 22% YoY development. The corporate additionally reported a robust launch for Brinsupri™ (brensocatib), the primary permitted remedy for non-cystic fibrosis bronchiectasis, producing $28 million in preliminary gross sales with greater than 2,500 sufferers and 1,700 prescribers. We stay inspired by Insmed’s execution and consider Brinsupri™ is more likely to drive a considerable revenue cycle within the coming quarters and years.”
Insmed Integrated (NASDAQ:INSM) isn’t on our listing of 30 Most Well-liked Shares Amongst Hedge Funds. In keeping with our database, 74 hedge fund portfolios held Insmed Integrated (NASDAQ:INSM) on the finish of the fourth quarter, up from 73 within the earlier quarter. Whereas we acknowledge the potential of Insmed Integrated (NASDAQ:INSM) as an funding, we consider sure AI shares provide larger upside potential and carry much less draw back threat. For those who’re in search of a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
