Letters by company

Birkenstock Holding plc

1 letter discussing BIRK. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund reduced AI-infrastructure exposure, harvesting Twist Bioscience, Modine and Lattice Semiconductor while retaining concentrated holdings in differentiated franchises. The portfolio initiated Glaukos, 10x Genomics and Manhattan Associates, added Weatherford and Vita Coco, and exited Ionis, ServiceTitan and Birkenstock after thesis setbacks. Q3 2026 BIRK $5.4BCOCO $3.4BGKOS $9.7B