Wasatch Global Investors released its third-quarter 2025 investor letter, showing US small-cap equities rallying due to the Fed Reserve’s interest rate cut. However, the fund-Investor Class struggled, ending the period down -3.17%. Check out the fund’s top five holdings for insights into its best picks in 2025.

Medpace Holdings, Inc. (NASDAQ:MEDP), highlighted in the investor letter, is a clinical research-based drug and medical device development services provider. With a one-month return of -4.76% and shares gaining 59.52% over the past 52 weeks, Medpace Holdings, Inc. closed at $557.90 per share on December 12, 2025.

Medpace Holdings, Inc. (NASDAQ:MEDP) was the top contributor to the fund’s performance in Q3 2025, providing drug development services to biotech, pharmaceutical, and medical device companies. The company’s strong revenue and earnings growth, along with raised guidance, led to impressive results despite a slowdown in the biotech funding cycle.

Medpace Holdings, Inc. (NASDAQ:MEDP) saw an increase in hedge fund portfolios holding its stock in Q3 2025, reporting revenue of $659.9 million, up 23.7% year-over-year. While the company shows investment potential, some AI stocks offer greater upside potential with less downside risk. Explore a free report on the best short-term AI stock for more insights.

Read more at Yahoo Finance: Medpace Holdings (MEDP) Surged Following the Strong Results