Columbia Threadneedle Investments released its second-quarter 2025 investor letter for the Columbia Threadneedle Global Technology Growth Strategy. The market saw volatility due to global tariffs but rebounded with a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85% net of fees, outperforming the S&P Global 1200 Information Technology Index. The fund’s top 5 holdings for 2025 are highlighted in the letter, including Global Payments Inc. (NYSE: GPN), which experienced a one-month return of -1.45% and closed at $86.95 per share on September 22, 2025.

In the investor letter, Columbia Threadneedle Global Technology Growth Strategy discussed Global Payments Inc. (NYSE: GPN), noting its decline in shares due to various business activities presenting execution risk. The stock did not make the list of 30 most popular stocks among hedge funds, with 57 portfolios holding it at the end of Q2 2025. Global Payments Inc. (NYSE: GPN) reported adjusted net revenue of $2.36 billion in Q2 2025, showing a 5% increase on a constant currency basis. While the company has investment potential, certain AI stocks may offer greater upside potential with less downside risk.

Read more at Yahoo Finance: Global Payments (GPN) Fell Due To Executional Risk and Market Concerns