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Stock impact report

Artisan Mid Cap Fund Q4 2025 Performance Discussion And Portfolio Activity [Seeking Alpha]

Insmed, Inc. (INSM) 
Last insmed, inc. earnings: 4/30 07:30 am Check Earnings Report
US:NASDAQ Investor Relations: investor.insmed.com
Company Research Source: Seeking Alpha
IT was an area of strength during the quarter, led by holdings exposed to data center and AI infrastructure spending. Strong product launches from Insmed (INSM), Ascendis Pharma and Argenx (ARGX) were notable performance drivers. Most notably, consumer Internet stocks ROBLOX (RBLX), Spotify (SPOT) and DoorDash (DASH) gave back a portion of their substantial gains made earlier in the year, despite continued healthy fundamentals. Carvana is one of the largest used car retailers in the US and operates a national e-commerce platform that provides broader selection, lower costs and a more convenient customer experience than traditional dealerships. AlexSecret/E+ via Getty Images The following segment was excerpted from the Artisan Mid Cap Fund Q4 2025 Commentary. The portfolio delivered a modest negative absolute return during Q4 but outpaced the Russell Midcap® Growth Index by several percentage points. Results reflected This article was written by Quick Insights ARTMX Show less Read more
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