Artisan Partners released its Q4 2025 investor letter for the Artisan Mid Cap Fund, which invests in companies with strong earnings and trading at a discount. US equities ended the year with gains. The Fund’s classes delivered -0.35% to -0.44% in Q4, outperforming the Russell Midcap® Growth Index. Tech and healthcare sectors boosted performance.

In the investor letter, Artisan Mid Cap Fund highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI), a tech company providing analog semiconductor solutions. MTSI stock closed at $245.53 on Feb 23, with a one-month return of 12.17% and a market cap of $18.418 billion. The company continues to execute its strategy and expand margins.

Despite its potential, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not among the 30 most popular stocks among hedge funds. 34 hedge fund portfolios held MTSI at the end of Q4. While MTSI has investment potential, certain AI stocks offer greater upside potential and less downside risk. Consider exploring opportunities in the AI sector for better returns.

Read more at Yahoo Finance: In-line Results and Stronger Than Expected Outlook Lifted MACOM Technology Solutions Holdings (MTSI) Higher