Letters by company
Boston Scientific CORP
5 letters discussing BSX. Everything written about it on this site is on its ticker page.
- Aristotle Funds Aristotle Core Equity Fund Commentary Aristotle Core Equity Fund initiated positions in Advanced Micro Devices, Exxon Mobil and Micron Technology, citing AI-driven compute and memory demand, advantaged energy assets and supply discipline. It exited Amphenol, Boston Scientific and Synopsys as valuation, product-growth and design-software risks weakened their risk-reward profiles. second quarter 2026 AMAT $359BAMD $887BAPH $212B
- Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund exited LS Electric and Hanwha Aerospace, reduced LIG Defense and Aerospace, and added Sumitomo Electric Industries, Techtronic Industries and Ryanair as valuations and risk-reward shifted. The fund retained conviction in AI infrastructure, electrification, European banks and aerospace and defense despite volatility in semiconductor and defense holdings. Q2 2026 010120 $20B012450 $34BBSX $62B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added RTX, Capital One, Somnigroup, L3Harris and BAE Systems while exiting several Garden investments whose theses were not progressing. The portfolio emphasizes health care franchises, defense suppliers and AI infrastructure beneficiaries, while maintaining valuation discipline around Oracle and reducing Netflix, Snowflake and Boston Scientific. Q4 2025 ARGNF $53BBAESY $79BBSX $62B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added Spotify, L3Harris Technologies, Insmed, 3i Group, West Pharmaceutical and Amazon, elevating Amazon to its largest position. It exited Atlassian, Adidas and Vertex Pharmaceuticals, trimmed several software and health care holdings, and shifted technology exposure toward AI infrastructure beneficiaries while retaining conviction in selected health care franchises. Q3 2025 ADDDF $30BAMZN $2.7TARGNF $53B
- FPA Crescent Fund FPA Crescent Fund 3Q26 Commentary FPA Crescent Fund trimmed AI-associated holdings and added Boston Scientific, HCA, Core & Main, Fluidra and JBT Marel. It put cash to work in short-term Treasuries and TIPS, while preparing to assess credit-market dislocations and building several new positions at what it views as sensible valuations. 3Q26 028260 $36BADI $192BCHTR $13B
