Reported 14 days ago
Artisan Mid Cap Fund reported strong gains in Q3 2025, with its holdings, including Snowflake Inc. (SNOW), performing well. However, due to Snowflake's impressive 102.35% growth over the past year and increasing concerns about traditional data platforms amidst evolving AI technologies, Artisan has decided to trim its position in Snowflake. The fund's investor letter indicates a cautious approach as it seeks to reallocate towards stocks with greater potential upside.
Source: YAHOO