Renaissance Small Cap Growth Strategy Added ADMA Biologics (ADMA) to Its Portfolio in Q2

Renaissance Investment Management, an investment management company, released its Q2 2025 “Small Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here. The stock market was highly volatile in the second quarter. The unexpected tariff announcement panicked the market, causing stock prices to drop 7% from April 2 to April 7. The market experienced a dramatic recovery following the Trump Administration’s backing away from some of its more extreme tariff proposals. Sound corporate earnings levels and solid economic data suggest positive economic growth ahead. The Russell 2000 Growth Index rallied in the second quarter; the strategy also rallied and outperformed the index. For more information on the fund’s best picks in 2025, please check its top five holdings.

In its second-quarter 2025 investor letter, Renaissance Investment Small Cap Growth Strategy highlighted stocks such as ADMA Biologics, Inc. (NASDAQ:ADMA). ADMA Biologics, Inc. (NASDAQ:ADMA) is a biopharmaceutical company. The one-month return of ADMA Biologics, Inc. (NASDAQ:ADMA) was -6.47%, and its shares lost 20.57% of their value over the last 52 weeks. On September 19, 2025, ADMA Biologics, Inc. (NASDAQ:ADMA) stock closed at $15.91 per share, with a market capitalization of $3.797 billion.

Renaissance Investment Small Cap Growth Strategy stated the following regarding ADMA Biologics, Inc. (NASDAQ:ADMA) in its second quarter 2025 investor letter:

“A new position added this quarter was ADMA Biologics, Inc. (NASDAQ:ADMA), a commercial-stage biopharma company that provides plasma-based biologics for the treatment of immune deficiencies as well as the prevention of infectious diseases. The company’s strategy is to be an end-to-end, vertically integrated provider of plasma-derived biologics addressing patient populations with highly unmet needs. The company’s largest product, Asceniv, addresses primary immunodeficiency patients and has penetrated 3-5% of the target population. Moreover, demand is currently outstripping supply as ADMA’s treatments are preferred by patients versus standard IVIG products. The company is also building a pipeline of plasma-derived therapeutics with the lead product targeting pneumococ cal pneumonia. The company is targeting $1.0 billion in revenue in 2030 which would more than double 2024’s level. We believe the company is well positioned to achieve its targets as the industry is capacity constrained and there are no known generic risks to the company’s two largest products.”

In another article, we covered ADMA Biologics, Inc. (NASDAQ:ADMA) and shared a bullish thesis on the company. 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.