Rothschild & Co Wealth Management released its LongRun Equity strategy third-quarter 2025 investor letter, focusing on a portfolio of high-quality companies. The strategy returned +3.9 % in the third quarter, underperforming its benchmark. It has delivered an annualized return of 10% since inception, compared to 11% for global equities.

Cadence Design Systems, Inc. (NASDAQ:CDNS) was highlighted in Rothschild & Co LongRun Equity’s third-quarter 2025 investor letter. The stock saw a one-month return of 3.72% and gained 2.97% over the last 52 weeks. On December 24, 2025, CDNS stock closed at $317.76 per share, with a market capitalization of $86.586 billion.

Cadence Design Systems, Inc. (NASDAQ:CDNS) provides essential tools for designing advanced technology chips. The company benefits from its relationship with NVIDIA, as noted by Jim Cramer. However, CDNS is not among the 30 most popular stocks among hedge funds, with 69 portfolios holding it at the end of the third quarter.

In another article, Cadence Design Systems, Inc. (NASDAQ:CDNS) was discussed in relation to the best stocks you’ll wish you bought sooner. CDNS contributed to Brown Advisory Large-Cap Growth Strategy’s performance in Q3 2025. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q3 2025 page.

Read more at Yahoo Finance: Rothschild & Co LongRun Equity’s Investment Thesis for Cadence Design Systems (CDNS)