Vita Coco Company, Inc.

• AP 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 $9BCLBT $2.9BCOCO $3.3B +13

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