Letters by company
ServiceTitan, Inc.
4 letters discussing TTAN. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Small Cap Fund Quarterly Commentary Artisan Small Cap Fund reduced AI-infrastructure exposure, harvesting Twist Bioscience, Modine and Lattice Semiconductor while retaining concentrated holdings in differentiated franchises. The portfolio initiated Glaukos, 10x Genomics and Manhattan Associates, added Weatherford and Vita Coco, and exited Ionis, ServiceTitan and Birkenstock after thesis setbacks. Q3 2026 BIRK $5.6BCOCO $3.5BGKOS $10B
- 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 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
