During the third quarter of 2025, the Artisan Global Opportunities Fund implemented several strategic changes to its investment portfolio, reflecting a proactive management approach. The fund initiated new investments in several promising companies, expanding its exposure to key sectors.
Specifically, the fund added Spotify, L3Harris Technologies, and Insmed to its holdings, signaling a belief in their future growth prospects. Furthermore, the fund increased its existing stakes in 3i Group, West Pharmaceutical, and Amazon, reinforcing confidence in these established performers. Concurrently, the fund concluded its investment campaigns in Atlassian, Adidas, and Vertex Pharmaceuticals, optimizing its portfolio by reallocating capital from these positions.
These strategic rebalances underscore the fund's commitment to continuous evaluation and adaptation, aiming to maximize returns by identifying and investing in companies poised for strong performance while divesting from those that no longer align with its long-term objectives. Such active management ensures the portfolio remains dynamic and responsive to evolving market conditions, positioning the fund for sustained growth and success.