TimesSquare Capital Management released its third-quarter 2025 investor letter, reporting a 2.26% (gross) and 2.01% (net) return compared to the Russell 2000 Growth Index’s 12.19% return. All asset classes except fixed income outside the U.S. saw positive returns. Check the fund’s top five holdings for 2025 picks.

In the letter, TimesSquare Capital highlighted Mirion Technologies, Inc. (NYSE:MIR), a radiation detection and monitoring company with a one-month return of -2.18%. Mirion’s shares gained 44.66% over the last 52 weeks, closing at $24.65 per share on January 5, 2026, with a market cap of $6.024 billion.

TimesSquare Capital’s investor letter mentioned Mirion Technologies, Inc. (NYSE:MIR), noting its presence in nuclear power and medical applications. The recent acquisition of Paragon Energy Solutions enhances Mirion’s safety offerings for nuclear power plants and its relevance to the small modular reactor market.

Mirion Technologies, Inc. (NYSE:MIR) was not among the 30 most popular stocks among hedge funds, with 44 hedge fund portfolios holding the stock at the end of the third quarter. In Q3 2025, Mirion reported revenue of $223 million, an 8% year-over-year increase. While Mirion shows promise, certain AI stocks may offer greater upside potential and less downside risk.

Read more at Yahoo Finance: Factors Led TimesSquare Capital U.S. Small Cap Growth Strategy to Pick Mirion Technologies (MIR)