Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter can be downloaded here. The fourth quarter of 2025 saw mixed results for midcap stocks. Among the style indexes, the Russell Midcap® Growth Index decreased by 3.70%, while the Russell Midcap® Value Index rose by 1.41%. In the growth index, materials achieved the highest absolute return at 17.51%. However, due to their smaller weight in the index, their contribution to overall returns was limited. The healthcare (up 1.13%) and real estate (up 0.24%) sectors were the only other positive contributing sectors. Midcap stocks generated positive returns in 2025 but trailed their 2024 annual returns. The Russell Midcap Growth Index rose by 8.66%, trailing the Russell Midcap Value Index’s 11.04% return. In the growth index, utilities recorded the highest absolute return among all sectors, up 29.40%. The firm anticipates a favorable year ahead for equity markets. The letter outlined potential opportunities in Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending sectors through 2026. Please review the Fund’s top five holdings to gain insights into their key selections for 2025.
In its fourth-quarter 2025 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Natera, Inc. (NASDAQ:NTRA) as one of its leading contributors. Natera, Inc. (NASDAQ:NTRA) is a diagnostics company specializing in ctDNA molecular testing services. On March 03, 2026, Natera, Inc. (NASDAQ:NTRA) stock closed at $207.04 per share. One-month return of Natera, Inc. (NASDAQ:NTRA) was 0.70%, and its shares gained 39.97% over the past 52 weeks. Natera, Inc. (NASDAQ:NTRA) has a market capitalization of $28.872 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Natera, Inc. (NASDAQ:NTRA) in its fourth quarter 2025 investor letter:
“Natera, Inc. (NASDAQ:NTRA) is a diagnostics company that provides preconception and prenatal genetic testing services, with its flagship Signatera oncology test driving growth. In the latest quarter, growth of Signatera volumes exceeded consensus estimates, prompting management to raise its revenue growth guidance. Profitability continues to strengthen with rising gross margins and sustained positive free cash flow. With Signatera’s impressive total addressable market, we believe Natera remains well positioned for long-term expansion.”
Natera, Inc. (NASDAQ:NTRA) is not on our list of 40 Most Popular Stocks Among Hedge Funds. According to our database, 74 hedge fund portfolios held Natera, Inc. (NASDAQ:NTRA) at the end of the fourth quarter, up from 70 in the previous quarter. Natera, Inc. (NASDAQ: NTRA) reported revenue of approximately $666 million in Q4 2025, representing a growth of around 40% compared to Q4 2024. While we acknowledge the risk and potential of Natera, Inc. (NASDAQ:NTRA) 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 Natera, Inc. (NASDAQ:NTRA) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Natera, Inc. (NASDAQ:NTRA) and shared a list of best strong buy healthcare stocks to invest in. 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.
