Loomis Sayles, an investment management company, released its fourth-quarter 2025 investor letter for “Small Cap Growth Fund”. A copy of the letter is available to download here. The small caps’ earnings are reaccelerating in 2025, as the firm forecasted a year ago. The market also experienced a low-quality rally within the small-cap space. Against this backdrop, the Small Cap Growth Fund underperformed the Russell 2000 Growth Index benchmark in the quarter, returning 0.51% vs. 1.22% for the benchmark. Heading into 2026, there are many reasons to feel positive about the economy, earnings growth, and the stock market. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Loomis Sayles Small Cap Growth Fund highlighted Establishment Labs Holdings Inc. (NASDAQ:ESTA) as one of its leading contributors. Establishment Labs Holdings Inc. (NASDAQ:ESTA) is a medical device company focused on breast implants and other reconstructive plastic surgeries. On March 24, 2026, Establishment Labs Holdings Inc. (NASDAQ:ESTA) stock closed at $58.16 per share. Establishment Labs Holdings Inc. (NASDAQ:ESTA) delivered an -25.71% return in the past month, and its shares gained 45.69% over the past twelve months. Establishment Labs Holdings Inc. (NASDAQ:ESTA) has a market capitalization of $1.705 billion.
Loomis Sayles Small Cap Growth Fund stated the following regarding Establishment Labs Holdings Inc. (NASDAQ:ESTA) in its fourth quarter 2025 investor letter:
“Establishment Labs Holdings Inc. (NASDAQ:ESTA), Wave Life Sciences and MACOM Technology Solutions Holdings were the top individual contributors overall. Establishment Labs is a medical device company focused on plastic surgery. The stock outperformed during the quarter as the company’s sales in the US continued to grow with a projected 20% market share within breast aesthetics.”
Establishment Labs Holdings Inc. (NASDAQ:ESTA) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 39 hedge fund portfolios held Establishment Labs Holdings Inc. (NASDAQ:ESTA) at the end of the fourth quarter, up from 29 in the previous quarter. In Q4 2025, Establishment Labs Holdings Inc. (NASDAQ:ESTA) reported revenue of $64.6 million an increase of 45.2% versus Q4 2024. While we acknowledge the risk and potential of Establishment Labs Holdings Inc. (NASDAQ:ESTA) 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 Establishment Labs Holdings Inc. (NASDAQ:ESTA) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Establishment Labs Holdings Inc. (NASDAQ:ESTA) and shared the list of fastest growing mid cap stocks to buy. Establishment Labs Holdings Inc. (NASDAQ: ESTA) boosted Carillon Eagle Small Cap Growth Fund’s performance in Q4 2025, driven by strong demand and brand recognition. 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.
