LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) Traded Down on Weak Demand

Artisan Partners, an investment management company, released its “Artisan Developing World Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Investor Class) returned 14.40% compared to 11.99% for the MSCI Emerging Markets Index. The Artisan Developing World Fund has returned 192.04% cumulatively, since June 30, 2015, compared to 60.03% for the index. Equities rose in the quarter despite uncertainty around US trade initiatives, strife in longer-dated bond markets, shifts in global currency preferences, and flash points in geopolitical conditions. US markets outperformed international markets in local currency terms for the same period. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second quarter 2025 investor letter, Artisan Developing World Fund highlighted stocks such as LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY). Headquartered in Paris, France, LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY) is a luxury goods company. The one-month return of LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY) was 6.00%, and its shares lost 24.78% of their value over the last 52 weeks. On July 8, 2025, LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY) stock closed at $113.97 per share, with a market capitalization of $283.23 billion.

Artisan Developing World Fund stated the following regarding LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY) in its second quarter 2025 investor letter:

“Bottom contributors to performance for the quarter included Meituan, PDD Holdings, Chinese real estate platform KE Holdings (BEKE), French luxury goods group LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY), and Kanzhun (BOSS). LVMH declined due to continued weak demand trends across the US and China, challenges at Dior after a period of price increases, and an uncertain growth outlook.”

A stunning jewelry display with diamonds and gold, highlighting the company’s commitment to quality.

LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 2 hedge fund portfolios held LVMH Moët Hennessy – Louis Vuitton, Société Européenne (OTC:LVMUY) at the end of the first quarter, compared to 2 in the previous quarter. While we acknowledge the risk and potential of LVMUY 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 LVMUY and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In addition, please check out our hedge fund investor letters Q2 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.