Artisan Partners
Artisan US Mid Cap Growth Strategy
US Mid-cap Growth
Dec 2024 → Sep 2025
Our archive holds 5 letters from this strategy, behind 18 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Artisan Partners for every strategy.
Its investment theses
- RedditSep 2025Reddit is a rapidly growing social networking platform with strong user engagement, significant revenue growth, and untapped advertising potential, positioning it well to capitalize on generative AI advancements.
- VeracyteSep 2025Veracyte is a molecular diagnostics company that enables noninvasive cancer testing, leading to significant revenue growth and expansion of its product offerings.
- Woodward Inc.Sep 2025Woodward is a leading supplier of motion and control systems with strong aerospace exposure, poised for growth in the high-margin aftermarket for next-gen aircraft engines and recovering industrial segment.
- ServiceTitanJul 2025ServiceTitan is a leading vertical software provider for underserved trade sectors, focusing on full workflow management and offering growth opportunities through customer acquisition and upselling.
- SamsaraJun 2025Samsara is a software platform for asset-intensive industries that provides real-time data and insights for asset tracking and performance measurement, promising profitable growth despite recent contract delays affecting its stock price.
- RBC BearingsJun 2025RBC Bearings is a leading specialty bearings and motion control products manufacturer, poised for growth with recovering commercial aerospace demand and favorable contracts with Boeing and Airbus.
- BWX TechnologiesJun 2025BWX Technologies is a dominant player in the nuclear reactor market, holding a unique position with exclusive licensing for handling highly enriched uranium and benefiting from long-term growth prospects fueled by US Navy contracts and potential investments in nuclear energy.
- DuolingoJun 2025Duolingo is a leading online language learning platform known for its gamified approach and strong growth potential through premium subscriptions, global expansion, and innovative educational products.
- Baker HughesMar 2025Baker Hughes is well positioned for profitable growth due to increasing demand for US LNG in Europe, rising gas infrastructure investments, and a focus on aftermarket services.
- Bright HorizonsMar 2025Bright Horizons is a leading childcare solutions provider that helps employers enhance talent retention and productivity while addressing families' work/life challenges, with significant growth potential in both its full-service and "back up care" offerings.