Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”. A copy of the letter can be downloaded here. The Fund seeks to invest in companies that possess franchise characteristics, with strong earnings trajectories, and are trading at a discount to the estimated private market value. US equities ended a record year with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% in the fourth quarter compared to -3.70% for the Russell Midcap® Growth Index. Continued strength in information technology (IT) and health care contributed to the performance during the quarter. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted stocks like MongoDB, Inc. (NASDAQ:MDB). MongoDB, Inc. (NASDAQ:MDB) is a leading document-oriented database software company. On February 23, 2026, MongoDB, Inc. (NASDAQ:MDB) stock closed at $305.37 per share. One-month return of MongoDB, Inc. (NASDAQ:MDB) was -25.86%, and its shares gained 17.58% over the past 52 weeks. MongoDB, Inc. (NASDAQ:MDB) has a market capitalization of $24.855 billion.
Artisan Mid Cap Fund stated the following regarding MongoDB, Inc. (NASDAQ:MDB) in its fourth quarter 2025 investor letter:
“We also added to ServiceTitan, MongoDB, Inc. (NASDAQ:MDB) and Waters during the quarter. MongoDB is a leading database software provider for modern, cloud-native applications that handle unstructured data. Its Atlas cloud platform is the primary growth driver, valued for its scalability and ease of use. We increased our position given our belief that MongoDB can gain share as enterprise adoption rises and as AI-related use cases expand. During the quarter, results exceeded guidance, driven by continued Atlas growth, and the company raised its full-year outlook, signaling strong demand and improving fundamentals.”
MongoDB, Inc. (NASDAQ:MDB) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 98 hedge fund portfolios held MongoDB, Inc. (NASDAQ:MDB) at the end of the fourth quarter, up from 89 in the previous quarter. While we acknowledge the risk and potential of MongoDB, Inc. (NASDAQ:MDB) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MongoDB, Inc. (NASDAQ:MDB) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered MongoDB, Inc. (NASDAQ:MDB) and shared a list of top AI stocks in focus on Wall Street. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
