Artisan Partners released their second-quarter 2025 investor letter for the Artisan Value Fund, reporting returns of 5.99%, 5.96%, and 5.96% for their Investor, Advisor, and Institutional Classes, respectively, outperforming the Russell 1000® Value Index. Meta Platforms, Inc. (NASDAQ:META) was highlighted as a top stock pick, with shares gaining 40.57% over the last 52 weeks.

In the communication services sector, Artisan Value Fund’s holdings in Walt Disney Co, Alphabet, and Meta Platforms, Inc. (NASDAQ:META) made strong contributions. Meta Platforms was added to the Russell 1000® Value Index, signaling a shift in perceptions from growth to value. Despite a high P/E ratio, Meta’s strong fundamentals and growth drivers make it a valuable investment.

Meta Platforms, Inc. (NASDAQ:META) ranks third among the 30 Most Popular Stocks Among Hedge Funds, with 273 hedge fund portfolios holding the stock at the end of the first quarter of 2025. In the second quarter, Meta reported revenue of $47.5 billion, showing a 22% increase. While Meta presents investment potential, some AI stocks offer greater upside and less downside risk. Check out our free report for more details.

For additional insights on Meta Platforms, Inc. (NASDAQ:META) and other stocks discussed by Jim Cramer, visit another article on the topic. Explore our hedge fund investor letters for more information from leading investors. For more market analysis, see our articles on 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: Here’s Artisan Value Fund’s Comment on Meta Platforms (META)