LongTXGSep 2026
10x Genomics, Inc.
10x Genomics supplies leading single-cell and spatial-analysis platforms for life sciences research. Results beat expectations, and management raised full-year guidance following…
Artisan Global Discovery Fund
Actively managed global small- and mid-cap growth equity strategy investing in companies with emerging profit cycles and defensible competitive positions.$1.9B AUM7 published ideas
Artisan Global Discovery Fund is an actively managed global small- and mid-cap equity fund benchmarked against the MSCI All Country World Small Mid Index. The portfolio uses Artisan's Garden, Crop and Harvest framework to build positions as conviction in a company's profit cycle increases and reduce them as valuation is realized or growth decelerates.
Ideas from Artisan Global Discovery Fund
LongRBCSep 2026
RBC Bearings Incorporated
RBC Bearings is a differentiated supplier of specialty bearings, gearing and motion-control components, with more than 70% of revenue from sole- or primary-sourced parts…
LongTWSTSep 2026
Twist Bioscience Corporation
Twist has a proprietary silicon-based DNA writing platform serving drug discovery, diagnostics and related markets. Revenue grew 23% year over year, exceeding expectations as DNA…
LongLSCCAug 2026
Lattice Semiconductor Corporation
Lattice Semiconductor is a fabless leader in low-power field-programmable gate arrays. Recent results exceeded expectations, with FPGA revenue increasing 62% year over year on…
LongTWSTAug 2026
Twist Bioscience Corporation
Twist Bioscience uses a proprietary silicon-based DNA writing platform across drug discovery, diagnostics, agriculture and industrial materials. Revenue increased 23% year over…
LongSPOTAug 2026
Spotify Technology S.A.
Spotify is a leading audio streaming platform that the fund believes can further monetize its role in global music distribution and discovery. Monetization opportunities include…
LongMODAug 2026
Modine Manufacturing Company
Modine Manufacturing is a global thermal-management company with strong growth in its data-center business. Recent quarterly results were mixed because temporary supply-chain…
Letters covered
- September 2026 Monthly CommentarySeptember 30, 2026
- Artisan Global Discovery Fund Monthly Commentary August 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.