LongLSCCSep 2026
Lattice Semiconductor Corporation
Lattice specializes in low-power field-programmable gate arrays for data centers, communications and industrial systems. FPGA revenue increased 62% year over year, reflecting…
Artisan Mid Cap Fund
Actively managed US mid-cap growth equity strategy focused on companies with emerging profit cycles and defensible competitive positions.$9.9B AUM8 published ideas
Artisan Mid Cap Fund is an actively managed US mid-cap growth fund benchmarked against the Russell Midcap Growth Index. The portfolio uses Artisan's Garden, Crop and Harvest capital-allocation framework, building position size as conviction in a company's profit cycle increases and reducing holdings as valuation is realized or the profit cycle decelerates.
Ideas from Artisan Mid Cap Fund
LongNETSep 2026
Cloudflare, Inc.
Cloudflare operates a global cloud network combining security, performance and developer products. Revenue growth accelerated to 36%, with continued strength among large…
LongRBCSep 2026
RBC Bearings Incorporated
RBC Bearings supplies differentiated bearings, gearing and motion-control products, with over 70% of revenue from sole- or primary-sourced parts. Commercial aerospace growth…
LongTWSTSep 2026
Twist Bioscience Corporation
Twist Bioscience uses proprietary silicon-based DNA writing technology in drug discovery, diagnostics and other life sciences applications. Revenue grew 23% year over year…
LongFIXAug 2026
Comfort Systems USA, Inc.
Comfort Systems USA provides heating, ventilation and air-conditioning services and has substantial exposure to data-center construction. Demand from hyperscaler customers now…
LongDASHAug 2026
DoorDash, Inc.
DoorDash operates a technology-driven local commerce marketplace and recently delivered results ahead of expectations. Orders grew 27%, with strength in both the core restaurant…
LongTWSTAug 2026
Twist Bioscience Corporation
Twist Bioscience operates a proprietary silicon-based DNA writing platform serving synthetic biology applications across drug discovery, diagnostics, agriculture and industrial…
LongLSCCAug 2026
Lattice Semiconductor Corporation
Lattice Semiconductor is a fabless leader in low-power field-programmable gate arrays. FPGA revenue grew 62% year over year, supported by strong demand across data centers…
Letters covered
- September 2026 Monthly CommentarySeptember 30, 2026
- Artisan Mid Cap Fund Monthly Commentary August 2026August 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.