Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes that the Strategy underperformed in 2025 because it did not own Palantir Technologies Inc (PLTR). The Strategy focuses on achieving solid risk-adjusted returns by investing in high-quality compounders with fair valuations and market capitalizations between $2 billion and $50 billion at the time of purchase. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Brown Advisory Mid-Cap Growth Strategy highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor company that delivers data infrastructure solutions across the data center core, cloud, enterprise, and network edge. On March 23, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) stock closed at $90.16 per share. One-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was 15.01%, and its shares gained 25.80% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $78.841 billion.
Brown Advisory Mid-Cap Growth Strategy stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its fourth quarter 2025 investor letter:
“Marvell Technology, Inc. (NASDAQ:MRVL): Manufactures semiconductor products. Marvell Technology (MRVL) traded lower in 2025 after entering the year near an all-time high. Despite solid execution on large semi-custom AI programs, investors questioned the ultimate scale of deployments at Amazon and Microsoft. We expect Marvell Technology’s programs to support growth in 2026–2027, with acceleration more likely in the second half of 2026.”
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 85 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the fourth quarter, up from 77 in the previous quarter. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) 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 Marvell Technology, Inc. (NASDAQ:MRVL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Marvell Technology, Inc. (NASDAQ:MRVL) and shared a list of high profit margin stocks to buy 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.
