TSCM U.S. Focus Growth Strategy Added Guardian Pharmacy Services (GRDN) in Q2

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, TimesSquare Capital Small Cap Growth Strategy highlighted stocks such as Guardian Pharmacy Services, Inc. (NYSE:GRDN). Headquartered in Atlanta, Georgia, Guardian Pharmacy Services, Inc. (NYSE:GRDN) is a pharmacy service company. The one-month return of Guardian Pharmacy Services, Inc. (NYSE:GRDN) was 28.28%, and YTD its shares gained 49.56% of their value. On September 11, 2025, Guardian Pharmacy Services, Inc. (NYSE:GRDN) stock closed at $30.30 per share, with a market capitalization of $1.919 billion.

TimesSquare Capital U.S. Focus Growth Strategy stated the following regarding Guardian Pharmacy Services, Inc. (NYSE:GRDN) in its second quarter 2025 investor letter:

“Our preferences among Health Care stocks are those companies providing novel therapies for unmet needs that deserve premium pricing, or specialized service providers. New to the sector this quarter was Guardian Pharmacy Services, Inc. (NYSE:GRDN), a pharmacy services company that provides technology-enabled services designed to help long-term care facilities adhere to appropriate drug regimens.”

Guardian Pharmacy Services, Inc. (NYSE:GRDN) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 15 hedge fund portfolios held Guardian Pharmacy Services, Inc. (NYSE:GRDN) at the end of the second quarter, which was 9 in the previous quarter. While we acknowledge the risk and potential Guardian Pharmacy Services, Inc. (NYSE:GRDN) 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 Guardian Pharmacy Services, Inc. (NYSE:GRDN) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Guardian Pharmacy Services, Inc. (NYSE:GRDN) and shared Aristotle Capital Small Cap Equity Strategy’s views 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.