Artisan Partners released its fourth-quarter 2025 investor letter for the Artisan Mid Cap Fund, focusing on investing in companies with strong earnings trajectories. US equities ended the year with robust gains, with the Fund’s various classes delivering negative returns compared to the Russell Midcap Growth Index. Information technology and health care sectors contributed to the Fund’s performance.

In its investor letter, Artisan Mid Cap Fund highlighted IRhythm Holdings, Inc. as one of its stock picks. IRhythm Holdings, Inc. is a digital healthcare company providing cardiac monitoring services. The stock closed at $141.22 per share on February 23, 2026, with a one-month return of -9.80% and a market capitalization of $4.55 billion.

The investor letter mentioned trimming positions in IRhythm Holdings, Inc. due to strong growth and cash flow trends in 2025. The company’s wearable cardiac monitoring devices show promise, but growth may moderate in 2026 before an anticipated product cycle in 2027. Despite its potential, other AI stocks are seen as offering greater upside potential with less downside risk.

IRhythm Holdings, Inc. was not among the 30 most popular stocks among hedge funds, with 44 hedge fund portfolios holding the stock at the end of the fourth quarter. While acknowledging its potential, the investor letter suggests that certain AI stocks may offer better opportunities for investors. A free report on an undervalued AI stock with significant potential benefits from Trump-era tariffs and onshoring trends is recommended for investors seeking growth.

Read more at Yahoo Finance: Here’s Artisan Mid Cap Fund’s Updates on iRhythm (IRTC)