Artisan Partners released its “Artisan Value Fund” third-quarter 2025 investor letter. The fund’s classes returned 0.83%, 0.91%, and 0.90%, respectively, compared to a 5.33% return for the Russell 1000 Value Index. The top 5 holdings of the fund in 2025 can be checked in the letter.

In its third-quarter 2025 investor letter, Artisan Value Fund highlighted Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG) operates through Google Services, Google Cloud, and Other Bets segments. Its shares gained 63.45% over the last 52 weeks, closing at $314.96 per share on December 26, 2025.

Alphabet Inc. (NASDAQ:GOOG) was the top contributor in Q3 for Artisan Value Fund. The company saw strong quarterly results with total revenue growing 14% year-over-year, driven by search and cloud revenues. Google Cloud revenue grew 32% year-over-year, and YouTube remains the No. 1 streaming platform in the US.

Alphabet Inc. (NASDAQ:GOOG) is in the 7th position on the list of 30 Most Popular Stocks Among Hedge Funds. 186 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of Q3 2025. The company achieved its first-ever $100 billion in revenue in the third quarter of 2025.

In another article, Alphabet Inc. (NASDAQ:GOOG) was discussed along with stocks Jim Cramer talked about. For more investor letters from hedge funds and other leading investors, visit the hedge fund investor letters Q3 2025 page.

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