Letters by company
Ascendis Pharma A/S
6 letters discussing ASND. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund trimmed Twist Bioscience, MACOM Technology Solutions and Modine after appreciation, while reducing Installed Building Products and Ascendis Pharma as their profit cycles faced setbacks. The team initiated Virtu Financial, Murphy USA and USA Rare Earth, and shifted software underweight as AI alters competitive dynamics and monetization prospects. Q2 2026 ASND $16BCIGI $4.8BFLEX $32B
- Baird Equity Asset Management Q2 2026 Commentary and Market Outlook Baird Small/Mid Cap Growth added software, AI-infrastructure industrials and commercial-stage therapeutics while exiting holdings where conviction or the original thesis had weakened. The strategy argues that data-center spending supports demand for cooling, power and infrastructure, but maintains discipline as AI-led market leadership becomes increasingly concentrated. Q2 2026 AAON $6.1BAGYS $3.3BALKS $7.4B
- Artisan Partners Quarterly Commentary, Artisan Mid Cap Fund Artisan Mid Cap Fund added L3Harris, Astera Labs and Carvana, seeking exposure to missile defense, data-center connectivity and scaled online used-car retailing. It exited Veeva, Snowflake and Ferguson on competitive, AI-related or valuation concerns, while trimming Coherent, iRhythm and MACOM under its valuation discipline. Q4 2025 ALAB $50BARGNF $55BASND $16B
- Artisan Partners Artisan Global Discovery Fund Quarterly Commentary Artisan Global Discovery Fund added to Sea, Spotify, Baker Hughes and ServiceTitan after share-price weakness, while trimming Coherent, Babcock, iRhythm and MACOM on valuation discipline. The fund initiated Texas Roadhouse, TopBuild and SailPoint, and exited Nemetschek and Samsara as near-term growth prospects and catalysts weakened. Q4 2025 0A3T ALAB $50BARGNF $55B
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund added to Modine Manufacturing and Twist Bioscience as data-center cooling, synthetic-biology demand and company execution strengthened conviction. The portfolio initiated Onto Innovation, Baldwin Group and Freshpet, while exiting Penumbra, JBT Marel and Parsons and reducing several positions on valuation, mandate size or weakening profit-cycle visibility. Q1 2026 BWIN $4.5BCOMP $7.5BFLEX $32B
- Artisan Partners Quarterly Commentary: Artisan Small Cap Fund Artisan Small Cap Fund added to MACOM after temporary profit-cycle pressure, then trimmed it as valuation rose, while exiting Insmed, Integer Holdings and SharkNinja. The fund initiated nLIGHT, Guardant Health and Cellebrite, and increased Bruker, Hexcel and Penumbra on product-cycle, aerospace and medical-device adoption catalysts. Q4 2025 BRKR $8.7BCLBT $3BCOCO $3.5B
