Aristotle Atlantic Partners, LLC released its third-quarter 2025 investor letter, reporting a 9.76% return on its Large Cap Growth strategy. The S&P 500 Index rose 8.12%, while the Bloomberg U.S. Aggregate Bond Index increased by 2.03%. The letter discussed market review, quarterly performance, and attribution analysis. Download the full letter for more details.

Visa Inc. (NYSE:V) was highlighted in Aristotle Atlantic’s investor letter, with shares returning -4.18% over the past month and increasing by 5.72% over the last 12 months. The stock closed at $330.02 per share on November 14, 2025, with a market cap of $648.6 billion. Visa Inc. (NYSE:V) detracted from performance due to concerns about slowing growth.

Visa Inc. (NYSE:V) is the 6th most popular stock among hedge funds, with 167 portfolios holding the stock by the end of the second quarter. In the fiscal fourth quarter of 2025, Visa Inc. (NYSE:V) reported $10.7 billion in revenue, up 12% year-over-year. While Visa Inc. (NYSE:V) offers potential, certain AI stocks may have greater upside with less risk. Check out our report for more information.

Read more at Yahoo Finance: Visa (V) Fell Due to Slowing Growth Concerns