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Artisan Global Opportunities Fund Q1 2026 Portfolio Activity [Seeking Alpha]
Last edwards lifesciences corporation earnings: 4/23 04:15 pm
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US:NYSE Investor Relations: ir.edwards.com
In addition to Linde, Shopify and Amazon, we also added to Woodward and Spotify during the quarter. We ended our investment campaigns in Netflix, Snowflake and RELX during the quarter. Getty Images The following segment was excerpted from the Artisan Global Opportunities Fund Q1 2026 Commentary Portfolio Activity During the quarter, we initiated new positions in Edwards Lifesciences, Eli Lilly and Roblox. Edwards Lifesciences ( EW ) designs, develops, manufactures and markets This article was written by Quick Insights EW's accelerating aortic valve franchise, rapid tricuspid therapy demand, and strong clinical data support revenue growth and margin expansion after elevated investment years. LLY benefits from GLP-1 market leadership, anticipated Foundayo approval, Medicare expansion, and strong obesity drug demand, with early prescription trends as a near-term catalyst. SNOW was sold due to declining conviction in its AI data stack positioning, moderating growth, a
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NEWS
NEWS
- Artisan Global Opportunities Fund Q1 2026 Commentary [Seeking Alpha][Seeking Alpha]
- Edwards Lifesciences to Present at the BofA Securities 2026 Health Care Conference[Business Wire]
- Edwards Lifesciences (EW) had its "overweight" rating reaffirmed by Barclays PLC.[MarketBeat]
- Edwards Lifesciences (EW) was given a new $90.00 price target by Truist Financial Corporation.[MarketBeat]
- Edwards Lifesciences raises FY26 guidance following strong Q1 [Yahoo! Finance][Yahoo! Finance]
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EW
SEC Filings
SEC Filings
- 4/29/26 - Form SCHEDULE
- 4/23/26 - Form 8-K
- 4/9/26 - Form 4
- EW's page on the SEC website
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