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 IRhythm Holdings, Inc. (NASDAQ:IRTC). IRhythm Holdings, Inc. (NASDAQ:IRTC) is a digital healthcare company that provides Zio ambulatory cardiac monitoring services. On February 23, 2026, IRhythm Holdings, Inc. (NASDAQ:IRTC) stock closed at $141.22 per share. One-month return of IRhythm Holdings, Inc. (NASDAQ:IRTC) was -9.80%, and its shares gained 23.98% over the past 52 weeks. IRhythm Holdings, Inc. (NASDAQ:IRTC) has a market capitalization of $4.55 billion.
Artisan Mid Cap Fund stated the following regarding IRhythm Holdings, Inc. (NASDAQ:IRTC) in its fourth quarter 2025 investor letter:
“Along with Coherent, other notable trims during the quarter were IRhythm Holdings, Inc. (NASDAQ:IRTC) and MACOM. iRhythm provides the Zio wearable cardiac monitoring devices to assist physicians in diagnosing cases of cardiac arrhythmias that signal elevated stroke risks. The company delivered a strong quarter that included solid growth in its core services and improving cash flow trends. After a strong 2025 driven by company-specific profit cycle tailwinds and market share gains, we trimmed the position to take profits and right-size the investment. Growth may moderate in 2026 ahead of what we expect to be another compelling product cycle beginning in 2027.”
IRhythm Holdings, Inc. (NASDAQ:IRTC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge fund portfolios held IRhythm Holdings, Inc. (NASDAQ:IRTC) at the end of the fourth quarter, up from 43 in the previous quarter. While we acknowledge the risk and potential of IRhythm Holdings, Inc. (NASDAQ:IRTC) 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 IRhythm Holdings, Inc. (NASDAQ:IRTC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered IRhythm Holdings, Inc. (NASDAQ:IRTC) and shared a list of best medical devices stocks to invest in according to hedge funds. 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.
