Letters by company
iRhythm Holdings, Inc.
4 letters discussing IRTC. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund added to Modine Manufacturing and Twist Bioscience as data-center cooling, synthetic-biology demand and company execution strengthened conviction. The portfolio initiated Onto Innovation, Baldwin Group and Freshpet, while exiting Penumbra, JBT Marel and Parsons and reducing several positions on valuation, mandate size or weakening profit-cycle visibility. Q1 2026 BWIN $4.5BCOMP $7.5BFLEX $32B
- 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 $8.7BCLBT $3BCOCO $3.5B
- Artisan Partners Quarterly Commentary, Artisan Mid Cap Fund Artisan Mid Cap Fund added L3Harris, Astera Labs and Carvana, seeking exposure to missile defense, data-center connectivity and scaled online used-car retailing. It exited Veeva, Snowflake and Ferguson on competitive, AI-related or valuation concerns, while trimming Coherent, iRhythm and MACOM under its valuation discipline. Q4 2025 ALAB $50BARGNF $55BASND $16B
- 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 $55B
