Coherent CORP.

• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ The Global Discovery Fund added to Twist Bioscience, Sea, Compass, Medline, Spotify and Insmed, initiated Roblox, H World Group and ASM International, and exited JFrog, JBT Marel and Sartorius as conviction, valuation and profit-cycle prospects changed. It favors health care, AI infrastructure and aerospace and defense while treating software disruption and macro volatility as selective entry opportunities. Q1 2026 ASMXF $48BCOHR $55BCOMP $8.5B +13
• AP 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 $63B +13

All coverage of COHR →