Will Intuit (INTU) Benefit from AI?

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third quarter 2025 investor letter. A copy of the letter can be downloaded here. In the September quarter, a few sectors and a few companies dominated the market. The fund returned 2.6% in the September quarter compared to 6.1% for the benchmark (MSCI World Net Total Return Index in AUD). In addition, you can check the fund’s top 5 holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, L1 Capital International Fund highlighted stocks such as Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) offers financial management and compliance products and services. The one-month return of Intuit Inc. (NASDAQ:INTU) was 2.05%, and its shares gained 2.98% of their value over the last 52 weeks. On December 11, 2025, Intuit Inc. (NASDAQ:INTU) stock closed at $676.01 per share, with a market capitalization of $188.201 billion.

L1 Capital International Fund stated the following regarding Intuit Inc. (NASDAQ:INTU) in its third quarter 2025 investor letter:

“During the quarter, we added to our investments in Danaher, Intuit Inc. (NASDAQ:INTU), TSMC and Uber, with Intuit returning to the top 10 Fund holdings. Investors are concerned that many software businesses will be negatively impacted by AI, with some investors thinking Intuit falls in this category. Intuit is highly focused on incorporating AI into their products and has been for years. In our view, Intuit is likely to continue to be a winner from AI, rather than be disrupted.”

Intuit Inc. (INTU): "I Really Love" It, Says Jim Cramer

Intuit Inc. (NASDAQ:INTU) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 96 hedge fund portfolios held Intuit Inc. (NASDAQ:INTU) at the end of the third quarter, which was 105 in the previous quarter. In the first quarter of fiscal 2026, Intuit Inc. (NASDAQ:INTU) reported revenue of $3.9 billion, representing an increase of 18% year-over-year. While we acknowledge the risk and potential of Intuit Inc. (NASDAQ:INTU) 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 Intuit Inc. (NASDAQ:INTU) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Intuit Inc. (NASDAQ:INTU) and shared the list of best AI stocks to watch in December 2025. Brown Advisory Large-Cap Growth Strategy noted in its Q3 2025 letter that Intuit Inc. (NASDAQ:INTU) fell in the quarter despite reporting strong results. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.