Chautauqua Capital Management released its third-quarter 2025 investor letter, citing solid global equity market results driven by trade conflict resolutions and a dovish U.S. monetary policy shift. The Baird Chautauqua International and Global Growth Funds underperformed their benchmarks in the quarter due to stock selection in key sectors. Check the fund’s top five holdings for 2025 picks.
BeOne Medicines AG (NASDAQ: ONC), highlighted in Baird Chautauqua’s investor letter, focuses on oncology treatments. The stock had a one-month return of -7.71% and gained 64.97% over the last 52 weeks, closing at $304.72 per share on December 30, 2025, with a market cap of $33.72 billion.
BeOne Medicines AG (NASDAQ: ONC) reported a strong quarter, raising FY25 guidance due to Brukinsa’s growth momentum, expecting positive free cash flow in 2025. The company is not among the 30 most popular stocks among hedge funds, with 21 holding its stock at the end of Q3 2025. Revenue for Q3 reached $1.4 billion, a 41% year-on-year increase. Consider AI stocks for potential upside with less downside risk.
Read more at Yahoo Finance: Strong Momentum Lifted BeOne Medicines AG (ONC) in Q3
