Letters by company

BNP Paribas SA

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

Artisan Partners Artisan International Fund Quarterly Commentary Artisan International Fund trimmed or exited Korean defense and electrification holdings after valuations ran ahead of expectations, while adding Sumitomo Electric, Techtronic and Ryanair. The portfolio retained its focus on electrification, financials, and aerospace and defense, favoring businesses with visible demand and disciplined valuations. Q2 2026 010120 $20B012450 $32BAAIGF $98B