Here’s What Positions Lattice Semiconductor Corporation (LSCC) for Strong Growth

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In 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%, compared to a 2.78% return for the Russell Midcap Growth Index. The significant outperformance was led by holdings in the health care sector. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Artisan Mid Cap Fund highlighted stocks such as Lattice Semiconductor Corporation (NASDAQ:LSCC). Lattice Semiconductor Corporation (NASDAQ:LSCC) develops and distributes semiconductor products. The one-month return of Lattice Semiconductor Corporation (NASDAQ:LSCC) was 6.10%, and its shares gained 42.91% of their value over the last 52 weeks. On October 14, 2025, Lattice Semiconductor Corporation (NASDAQ:LSCC) stock closed at $71.00 per share, with a market capitalization of $9.72 billion.

Artisan Mid Cap Fund stated the following regarding Lattice Semiconductor Corporation (NASDAQ:LSCC) in its third quarter 2025 investor letter:

“Among our top contributors were Argenx, Insmed and Lattice Semiconductor Corporation (NASDAQ:LSCC). Lattice is a fabless leader in low-power field-programmable gate arrays. The company has faced a challenging few years due to an inventory overhang among its industrial and automotive customers, which account for approximately 40% of its revenue, following stockpiling during the post-COVID semiconductor shortages. As supply chains normalized, these customers began reducing their excess inventory, which in turn weighed on demand. New management recently expressed confidence that the inventory destocking cycle will be complete by early 2026. Meanwhile, Lattice’s growing presence in AI data centers and robotics applications positions it for strong growth over both the near and long term.”

Lattice Semiconductor Corporation (LSCC): Among Billionaire David Harding’s Stock Picks with Huge Upside Potential

Lattice Semiconductor Corporation (NASDAQ:LSCC) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 34 hedge fund portfolios held Lattice Semiconductor Corporation (NASDAQ:LSCC) at the end of the second quarter, compared to 39 in the previous quarter. While we acknowledge the risk and potential of Lattice Semiconductor Corporation (NASDAQ:LSCC) 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 Lattice Semiconductor Corporation (NASDAQ:LSCC) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Lattice Semiconductor Corporation (NASDAQ:LSCC) and shared ClearBridge Select Strategy’s views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q3 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.