Brasada Capital Management released its Q2 2025 investor letter, noting high market volatility. The S&P 500 had a 6.20% year-to-date performance, dropping 22% post-“Liberation Day.” The turbulence affected various asset classes, including bonds and the U.S. dollar. Check the fund’s top 5 holdings for 2025 picks.

Brasada Capital Management highlighted West Pharmaceutical Services, Inc. (NYSE: WST) in its Q2 2025 letter. The company designs, manufactures, and sells containment and delivery systems for injectable drugs. WST had a one-month return of 1.28% and a market capitalization of $16.322 billion on July 11, 2025.

In the Q2 2025 investor letter, Brasada Capital Management discussed recent market buy opportunities like West Pharmaceutical Services, Inc. (NYSE: WST). The company was purchased through various equity strategies. Another purchase was Uber Technologies (Ticker: UBER) through different equity strategies.

West Pharmaceutical Services, Inc. (NYSE: WST) is not among the 30 most popular stocks among hedge funds. 40 hedge fund portfolios held WST at the end of the first quarter. While acknowledging WST’s potential, certain AI stocks offer greater upside potential with less downside risk.

Parnassus Mid Cap Growth Fund shared views on West Pharmaceutical Services, Inc. (NYSE: WST) in the previous quarter. For more hedge fund investor letters from Q2 2025, visit the designated page. Explore the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money.

Read more at Yahoo Finance: Is West Pharmaceutical Services (WST) a Great Business Unfairly Sold Off by the Market?