What smart money is saying about Establishment Labs Holdings Inc.
ESTA
No fund has written a full thesis on Establishment Labs Holdings Inc. in our archive, but 4 fund letters report a position in it — most recently Baron Discovery Fund in June 2026.
Get an email when a fund writes about it
4
Reported positions
0
Bought
2
Sold
4
Letters
Position history
Between Q1 2026 and Q2 2026, 4 fund letters reported a position in Establishment Labs Holdings Inc. — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 2 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 4 positions · 2 moves
- TrimmedBaron Discovery FundJune 2026
“Top net sales for the quarter Year Acquired Market Cap When Acquired ($B) Quarter End Market Cap or Market Cap When Sold ($B) Net Amount Sold ($M) Establishment Labs Holdings Inc. 2022 1.9 2.5 40.1 Advanced Energy Industries, Inc. 2019 2.6 14.2 34.9 Birkenstock Holding plc 2025 9.6 8.1 32.7 SiTime Corporation 2023 2.3 19.7 27.6 Alkami Technology Inc. 2021 3.6 1.8 27.3 Establishment Labs Holdings Inc. sells next-generation Motiva breast implants that have meaningfully lower safety risks and aesthetic benefits compared to competitors. Shares outperformed in the second quarter, driven by continued strong adoption of Motiva in the U.S. breast augmentation market and anticipation of the upcoming launch in the U.S. breast reconstruction market. Additionally, the macro consumer spending anxieties and silicone supplier contract fears that weighed on the stock last quarter have notably eased. Positive momentum was further amplified by the company's official inclusion in the Russell 2000 Index, which drives increased institutional visibility and index-related buying. This caused significant upward share price movement, and we trimmed our investment based upon shares nearing our long-term valuation targets.”
Establishment Labs Holdings Inc. - TrimmedBaron Discovery StrategyJune 2026
“Establishment Labs Holdings Inc. sells next-generation Motiva breast implants that have meaningfully lower safety risks and aesthetic benefits compared to competitors. Shares outperformed in the second quarter, driven by continued strong adoption of Motiva in the U.S. breast augmentation market and anticipation of the upcoming launch in the U.S. breast reconstruction market. Additionally, the macro consumer spending anxieties and silicone supplier contract fears that weighed on the stock last quarter have notably eased. Positive momentum was further amplified by the company's official inclusion in the Russell 2000 Index, which drives increased institutional visibility and index-related buying. This caused significant upward share price movement, and we trimmed our investment based upon shares nearing our long- term valuation targets.”
Establishment Labs Holdings Inc. - June 2026
“ Shares of Establishment Labs Holdings Inc (ESTA) continued to react favorably to rapid market share gains in the U.S. market combined with a positive inflection in overall profitability.”
Establishment Labs Holdings Inc. - March 2026
“CCC Intelligent Solutions Holdings Inc. (CCC) shares were pressured by broad negative sentiment for the software industry. Shares of Establishment Labs Holdings, Inc.(ESTA) fell in the period, as concerns around the economic impact of the ongoing conflict in the Middle East could impact consumer sentiment and discretionary spending.”
Establishment Labs Holdings Inc.
Read the letters behind these Establishment Labs Holdings Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger