Artisan Companions, an funding administration firm, launched its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A duplicate of the letter could be downloaded right here. International fairness markets continued their power within the third quarter, ending the interval with double-digit year-to-date beneficial properties. Within the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, in comparison with a 2.78% return for the Russell Midcap Development Index. The numerous outperformance was led by holdings within the well being care sector. As well as, please test the fund’s high 5 holdings to know its finest picks in 2025.
In its third-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted shares comparable to Spotify Expertise S.A. (NYSE:SPOT). Headquartered in Luxembourg Metropolis, Luxembourg, Spotify Expertise S.A. (NYSE:SPOT) gives audio streaming subscription companies. The one-month return of Spotify Expertise S.A. (NYSE:SPOT) was -3.35%, and its shares gained 83.89% of their worth over the past 52 weeks. On October 14, 2025, Spotify Expertise S.A. (NYSE:SPOT) inventory closed at $683.51 per share, with a market capitalization of $140.651 billion.
Artisan Mid Cap Fund acknowledged the next concerning Spotify Expertise S.A. (NYSE:SPOT) in its third quarter 2025 investor letter:
“Amongst our Q3 detractors have been Wingstop, Spotify Expertise S.A. (NYSE:SPOT) and Atlassian. Spotify is a number one audio streaming platform, nicely positioned to more and more monetize its dominant share in international music distribution and discovery. Key levers, together with pricing, promoting and tiered premium subscriptions, are poised to drive a multiyear revenue cycle, in our view. The upcoming launch of a super-premium tier represents a significant catalyst, whereas strategic investments in podcasts, audio books and video might unlock additional development alternatives and diversify the corporate away from music, the place massive music labels personal the content material.”
Spotify Expertise S.A. (NYSE:SPOT) is in twenty fifth place on our checklist of 30 Most Common Shares Amongst Hedge Funds. In line with our database, 111 hedge fund portfolios held Spotify Expertise S.A. (NYSE:SPOT) on the finish of the second quarter, up from 106 within the earlier quarter. Whereas we acknowledge the potential of Spotify Expertise S.A. (NYSE:SPOT) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back danger. In the event you’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
Artisan Companions, an funding administration firm, launched its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A duplicate of the letter could be downloaded right here. International fairness markets continued their power within the third quarter, ending the interval with double-digit year-to-date beneficial properties. Within the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class fund APDMX posted a return of 8.80%, and Institutional Class fund APHMX returned 8.83%, in comparison with a 2.78% return for the Russell Midcap Development Index. The numerous outperformance was led by holdings within the well being care sector. As well as, please test the fund’s high 5 holdings to know its finest picks in 2025.
In its third-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted shares comparable to Spotify Expertise S.A. (NYSE:SPOT). Headquartered in Luxembourg Metropolis, Luxembourg, Spotify Expertise S.A. (NYSE:SPOT) gives audio streaming subscription companies. The one-month return of Spotify Expertise S.A. (NYSE:SPOT) was -3.35%, and its shares gained 83.89% of their worth over the past 52 weeks. On October 14, 2025, Spotify Expertise S.A. (NYSE:SPOT) inventory closed at $683.51 per share, with a market capitalization of $140.651 billion.
Artisan Mid Cap Fund acknowledged the next concerning Spotify Expertise S.A. (NYSE:SPOT) in its third quarter 2025 investor letter:
“Amongst our Q3 detractors have been Wingstop, Spotify Expertise S.A. (NYSE:SPOT) and Atlassian. Spotify is a number one audio streaming platform, nicely positioned to more and more monetize its dominant share in international music distribution and discovery. Key levers, together with pricing, promoting and tiered premium subscriptions, are poised to drive a multiyear revenue cycle, in our view. The upcoming launch of a super-premium tier represents a significant catalyst, whereas strategic investments in podcasts, audio books and video might unlock additional development alternatives and diversify the corporate away from music, the place massive music labels personal the content material.”
Spotify Expertise S.A. (NYSE:SPOT) is in twenty fifth place on our checklist of 30 Most Common Shares Amongst Hedge Funds. In line with our database, 111 hedge fund portfolios held Spotify Expertise S.A. (NYSE:SPOT) on the finish of the second quarter, up from 106 within the earlier quarter. Whereas we acknowledge the potential of Spotify Expertise S.A. (NYSE:SPOT) as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back danger. In the event you’re on the lookout for a particularly undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the finest short-term AI inventory.
