Artisan Partners released its third-quarter 2025 investor letter, reporting double-digit YTD gains in global equities. The Artisan Small Cap Fund saw returns of 8.69-8.75% in the quarter, outperforming the Russell 2000 Growth Index. The fund’s top 5 holdings for 2025 are also available for review.

MACOM Technology Solutions Holdings, Inc. was a highlighted stock in Artisan Small Cap Fund’s investor letter. The company manufactures analog semiconductor solutions and saw a one-month return of 12.47%. With shares gaining 30.17% in the last 52 weeks, MACOM stock closed at $162.50 per share on November 14, 2025.

In its investor letter, Artisan Small Cap Fund discussed the impact of MACOM Technology Solutions Holdings, Inc.’s accelerated transition following Wolfspeed’s bankruptcy filing. The company’s near-term margin outlook was affected, but the fund took advantage of share price weakness to increase its position in MACOM.

MACOM Technology Solutions Holdings, Inc. is not among the 30 most popular stocks among hedge funds. While the company reported record revenue in the fourth quarter of 2025, some believe certain AI stocks offer greater upside potential. Investors seeking undervalued AI stocks can explore opportunities in the market.

Read more at Yahoo Finance: Here’s What Impacted MACOM Technology Solutions Holdings (MTSI) in Q3