TimesSquare Capital Management released its second-quarter 2025 investor letter, with a 11.28% (gross) and 11.02% (net) return. Equities saw double-digit returns due to global economic activity measures lifting. Check its top five holdings for insights into its best picks in 2025.

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) was highlighted in TimesSquare Capital Small Cap Growth Strategy’s investor letter, with a one-month return of 5.52%. On September 12, 2025, KLIC stock closed at $38.62 per share, with a market cap of $2.014 billion.

TimesSquare Capital U.S. Focus Growth Strategy discussed KLIC in its second-quarter 2025 investor letter, citing a disappointing second quarter and lower third quarter guidance as reasons for exiting the position. KLIC designs and manufactures electronics assembly solutions, with shares down -4% in the quarter.

Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) is not among the 30 Most Popular Stocks Among Hedge Funds. 28 hedge fund portfolios held KLIC at the end of the second quarter, compared to 23 in the previous quarter. While acknowledging its potential, certain AI stocks offer greater upside potential and less downside risk.

Read more at Yahoo Finance: Kulicke & Soffa Industries (KLIC) Fell as Results and Guidance Fell Short of Expectations