Here’s Artisan Mid Cap Fund’s Updates on iRhythm (IRTC)

4 weeks ago 5

Soumya Eswaran

Tue, February 24, 2026 astatine 6:48 AM CST 3 min read

Artisan Partners, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Artisan Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Fund seeks to put successful companies that person franchise characteristics, with beardown net trajectories, and are trading astatine a discount to the estimated backstage marketplace value. US equities ended a grounds twelvemonth with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% successful the 4th fourth compared to -3.70% for the Russell Midcap® Growth Index. Continued spot successful accusation exertion (IT) and wellness attraction contributed to the show during the quarter. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Artisan Mid Cap Fund highlighted stocks similar IRhythm Holdings, Inc. (NASDAQ:IRTC). IRhythm Holdings, Inc. (NASDAQ:IRTC) is simply a integer healthcare institution that provides Zio ambulatory cardiac monitoring services. On February 23, 2026, IRhythm Holdings, Inc. (NASDAQ:IRTC) banal closed astatine $141.22 per share. One-month instrumentality of IRhythm Holdings, Inc. (NASDAQ:IRTC) was -9.80%, and its shares gained 23.98% implicit the past 52 weeks. IRhythm Holdings, Inc. (NASDAQ:IRTC) has a marketplace capitalization of $4.55 billion.

Artisan Mid Cap Fund stated the pursuing regarding IRhythm Holdings, Inc. (NASDAQ:IRTC) successful its 4th fourth 2025 capitalist letter:

"Along with Coherent, different notable trims during the 4th were IRhythm Holdings, Inc. (NASDAQ:IRTC) and MACOM. iRhythm provides the Zio wearable cardiac monitoring devices to assistance physicians successful diagnosing cases of cardiac arrhythmias that awesome elevated changeable risks. The institution delivered a beardown 4th that included coagulated maturation successful its halfway services and improving currency travel trends. After a beardown 2025 driven by company-specific nett rhythm tailwinds and marketplace stock gains, we trimmed the presumption to instrumentality profits and right-size the investment. Growth whitethorn mean successful 2026 up of what we expect to beryllium different compelling merchandise rhythm opening successful 2027."

IRhythm Holdings, Inc. (NASDAQ:IRTC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 44 hedge money portfolios held IRhythm Holdings, Inc. (NASDAQ:IRTC) astatine the extremity of the 4th quarter, up from 43 successful the erstwhile quarter. While we admit the imaginable of IRhythm Holdings, Inc. (NASDAQ:IRTC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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