Sartorius Stedim Biotech S.A./ADR

• 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 $39BCOHR $46BCOMP $7.5B +13
• UC Upslope Capital Management 2025-Q3 Update ↗ Upslope increased defensive long exposure and high-beta shorts amid what it sees as stretched equity valuations, while using Alphabet and Intel calls to hedge the short book. It realized most of its Intermex position after Western Union’s takeover bid, exited Evercore on valuation, and added healthcare names and the Korea Defense Industry ETF. Q3 2025 BIO $9.8BGOOGL $3.9TINTC $491B +3

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