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Artisan Partners
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Novartis Shareholder Artisan Partners Calls for Board Shake-Up and Improved Deal Strategy
Novartis AG shareholder Artisan Partners said the Swiss drugmaker needs to overhaul its board and improve its deal-making strategy after three major clinical trial setbacks sent its shares lower.
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Artisan Mid Cap Fund sold Insulet (PODD) in Q2 2026 due to increasing competition concerns
Investment management company Artisan Partners stated in its Q2 2026 investor letter, released today, that its Artisan Mid Cap Fund exited its position in American medical device company Insulet Corpo
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Artisan Mid Cap Fund increased its stake in Comfort Systems USA (FIX) in the second quarter due to accelerating data center demand.
Investment management firm Artisan Partners stated in its Q2 2026 investor letter, disclosed today, that it has increased its stake in the U.S.-listed company Comfort Systems USA, Inc. (NYSE:FIX). The
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Artisan Partners' funds increased their holdings in the US semiconductor materials company Entegris (ENTG) in Q2 2026, optimistic about its prospects benefiting from a rebound in wafer starts and memory capital expenditures.
Artisan Mid Cap Fund, managed by Artisan Partners, disclosed in its latest Q2 2026 investor letter that it has added Entegris, Inc. (NASDAQ:ENTG), a U.S. semiconductor materials company, to its portfo
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Artisan Global Opportunities Strategy fund increased its stake in DoorDash (DASH) in Q2 2026, believing its logistics business is less vulnerable to AI disruption
Artisan Partners' Artisan Global Opportunities Strategy fund added DoorDash (DASH) to its portfolio in the second quarter of 2026. The fund believes that while investments in new verticals have temper
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Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
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Novartis Shareholder Artisan Partners Calls for Board Shake-Up and Improved Deal Strategy
Novartis AG shareholder Artisan Partners said the Swiss drugmaker needs to overhaul its board and improve its deal-making strategy after three major clinical trial setbacks sent its shares lower.
-
Artisan Mid Cap Fund sold Insulet (PODD) in Q2 2026 due to increasing competition concerns
Investment management company Artisan Partners stated in its Q2 2026 investor letter, released today, that its Artisan Mid Cap Fund exited its position in American medical device company Insulet Corpo
-
Artisan Mid Cap Fund increased its stake in Comfort Systems USA (FIX) in the second quarter due to accelerating data center demand.
Investment management firm Artisan Partners stated in its Q2 2026 investor letter, disclosed today, that it has increased its stake in the U.S.-listed company Comfort Systems USA, Inc. (NYSE:FIX). The
-
Artisan Partners' funds increased their holdings in the US semiconductor materials company Entegris (ENTG) in Q2 2026, optimistic about its prospects benefiting from a rebound in wafer starts and memory capital expenditures.
Artisan Mid Cap Fund, managed by Artisan Partners, disclosed in its latest Q2 2026 investor letter that it has added Entegris, Inc. (NASDAQ:ENTG), a U.S. semiconductor materials company, to its portfo
-
Artisan Global Opportunities Strategy fund increased its stake in DoorDash (DASH) in Q2 2026, believing its logistics business is less vulnerable to AI disruption
Artisan Partners' Artisan Global Opportunities Strategy fund added DoorDash (DASH) to its portfolio in the second quarter of 2026. The fund believes that while investments in new verticals have temper
-
Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
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Artisan Partners
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