Letters by company

Waters CORP

2 letters discussing WAT. Everything written about it on this site is on its ticker page.

Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund added to DoorDash and ROBLOX after share-price weakness, initiated Semtech, Tradeweb Markets and SiTime, and exited Ares Management, CCC Intelligent Solutions and Parsons. The portfolio favors health care, AI infrastructure and aerospace and defense businesses with durable profit cycles amid wider market dispersion. Q1 2026 AJG $59BALAB $61BARES $39B
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 $61BARGNF $59BASND $15B