Munro Partners released its fourth-quarter 2025 investor letter for the Munro Global Growth Fund. The Fund saw a -0.7% return in December, with long positions positively impacting performance. US markets, including the S&P 500 and Nasdaq, posted strong gains. Europe and Japan also contributed to solid global equity market performance. For more details, check the Fund’s top five holdings.

In the investor letter, Munro Global Growth Fund highlighted Ciena Corporation (NYSE: CIEN). Ciena is a network technology company, with its stock closing at $238.38 per share on January 14, 2026. The one-month return for CIEN was 13.13%, with shares gaining 183.65% over the last 52 weeks and a market cap of $33.625 billion.

Ciena Corporation (NYSE: CIEN) showcased a strong result in early December, highlighting its role in networking for data center infrastructure. The company recently broke a record with a 1.2 Terabit Wavelength Trial across a 3,050 km Fiber Network.

Ciena Corporation (NYSE: CIEN) is not among the 30 most popular stocks among hedge funds, but 70 hedge fund portfolios held CIEN at the end of the third quarter. CIEN reported revenue of $1.22 billion in Q3 2025, exceeding expectations with an 8% sequential increase and nearly 30% year-over-year growth. While CIEN has potential, some AI stocks offer greater upside potential and less downside risk.

For more tech stock investment options, check out the list of hot tech stocks to invest in, including CIEN. Visit the hedge fund investor letters Q4 2025 page for insights from leading investors. Explore the best and worst Dow stocks for the next 12 months, along with 10 unstoppable stocks that could double your money.

Disclosure: None. Original article published on Insider Monkey.

Read more at Yahoo Finance: Ciena Corporation (CIEN) Has Emerged as a High-Growth, Key Infrastructure Winner in the AI Era. Here’ Why