Letters by company

Signify N.V

1 letter discussing PHPPY. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan International Explorer Fund Quarterly Commentary Artisan International Explorer Fund sold Spir after a founder-led tender offer forced the position out, while initiating two undisclosed holdings. The portfolio retained IQE and Impro on improving AI-linked demand, trimmed Vitzrocell after its defense-related rerating, and argued for turnaround potential at Alten, Signify and Elementis. Q1 2026 082920 $805M1286 $1.5BATE $3.4B