Artisan Partners
Artisan US Small Cap Growth Strategy
US Small-cap Growth
Dec 2024 → Sep 2025
Our archive holds 3 letters from this strategy, behind 13 investment theses and positions in 12 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years — follow all of Artisan Partners for every strategy.
Its investment theses
- Loar HoldingsSep 2025Loar Holdings is a diversified manufacturer of mission-critical components for the aerospace and defense industries, which was added to the Crop^SM due to an attractive valuation following a drop in share price unrelated to its performance.
- Ollie's Bargain OutletSep 2025Ollie’s Bargain Outlet is a discount retailer benefiting from structural tailwinds and favorable trends, with a thriving loyalty program and a commitment to operational improvement for long-term growth.
- Installed Building ProductsSep 2025Installed Building Products (IBP) is poised for a strong profit cycle due to rising new home completions, geographic expansion, and improved project revenues.
- Madrigal PharmaceuticalsSep 2025Madrigal Pharmaceuticals is a biotech company focused on treating metabolic dysfunction-associated steatohepatitis (MASH) with its FDA-approved drug Resdiffra™.
- BirkenstockJun 2025Birkenstock is a heritage footwear brand with a hybrid distribution model and supply-constrained strategy that supports sustainable growth, positioning it well for long-term revenue expansion despite recent market challenges.
- Madrigal PharmaceuticalsJun 2025Madrigal Pharmaceuticals is a leading biotechnology company specializing in the treatment of metabolic dysfunction-associated steatohepatitis (MASH) with its FDA-approved drug Resdifra™, which effectively targets liver fibrosis.
- ServiceTitanJun 2025ServiceTitan is the leading vertical software provider for trades, showing promising growth potential through customer acquisition and expansion, particularly following its IPO.
- Stevanato GroupJun 2025Stevanato is a leading provider of specialty glass and plastic packaging for the health care industry, poised for attractive earnings growth driven by a shift to higher margin products and the expansion of biologic drugs.
- FlowserveDec 2024Flowserve is a leading provider of fluid motion and control products poised to benefit from rising natural gas production and increased oil production demands due to regulatory changes.
- GitLabDec 2024Gitlab is a leading platform for software development that empowers developers with essential tools, has a strong user base, and shows promising growth potential in the digital transformation market.