Games Workshop Group Plc/adr

• AP Artisan Partners Artisan Global Discovery Fund Quarterly Commentary ↗ Artisan Global Discovery Fund trimmed Twist Bioscience and Insmed, added to Lattice Semiconductor and Babcock, and exited ROBLOX, Colliers International and MongoDB as valuations, execution risks and competitive conditions changed. The portfolio initiated Entegris, Cellebrite and C.H. Robinson, while retaining emphasis on AI infrastructure, health care innovation and identifiable profit cycles. Q2 2026 0HQW ALAB $52BAS $17B +13
• LT Lindsell Train Limited UK Equity Fund Monthly Report | Factsheet ↗ Rightmove’s resilient consumer engagement and proprietary property data support the view that AI strengthens rather than disintermediates its platform. Sage and London Stock Exchange Group similarly showed how proprietary data and AI tools can support growth, prompting two small new positions in data-rich businesses. July 2026 RMVEY $3.7BLDNXF $54B

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