Artisan Mid Cap Fund Bets on MongoDB’s (MDB) Atlas cloud platform

4 weeks ago 11

Soumya Eswaran

Tue, February 24, 2026 astatine 6:17 AM CST 3 min read

Artisan Partners, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Artisan Mid Cap Fund”. A transcript of the missive tin beryllium downloaded here. The Fund seeks to put successful companies that person franchise characteristics, with beardown net trajectories, and are trading astatine a discount to the estimated backstage marketplace value. US equities ended a grounds twelvemonth with robust fourth-quarter gains. The Fund’s Investor Class, ARTMX, delivered -0.44%, the Advisor Class, APDMX, delivered -0.37%, and the Institutional Class, APHMX, delivered -0.35% successful the 4th fourth compared to -3.70% for the Russell Midcap® Growth Index. Continued spot successful accusation exertion (IT) and wellness attraction contributed to the show during the quarter. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Artisan Mid Cap Fund highlighted stocks similar MongoDB, Inc. (NASDAQ:MDB). MongoDB, Inc. (NASDAQ:MDB) is simply a starring document-oriented database bundle company. On February 23, 2026, MongoDB, Inc. (NASDAQ:MDB) banal closed astatine $305.37 per share. One-month instrumentality of MongoDB, Inc. (NASDAQ:MDB) was -25.86%, and its shares gained 17.58% implicit the past 52 weeks. MongoDB, Inc. (NASDAQ:MDB) has a marketplace capitalization of $24.855 billion.

Artisan Mid Cap Fund stated the pursuing regarding MongoDB, Inc. (NASDAQ:MDB) successful its 4th fourth 2025 capitalist letter:

"We besides added to ServiceTitan, MongoDB, Inc. (NASDAQ:MDB) and Waters during the quarter. MongoDB is simply a starring database bundle supplier for modern, cloud-native applications that grip unstructured data. Its Atlas unreality level is the superior maturation driver, valued for its scalability and easiness of use. We accrued our presumption fixed our content that MongoDB tin summation stock arsenic endeavor adoption rises and arsenic AI-related usage cases expand. During the quarter, results exceeded guidance, driven by continued Atlas growth, and the institution raised its full-year outlook, signaling beardown request and improving fundamentals."

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MongoDB, Inc. (NASDAQ:MDB) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 98 hedge money portfolios held MongoDB, Inc. (NASDAQ:MDB) astatine the extremity of the 4th quarter, up from 89 successful the erstwhile quarter. While we admit the imaginable of MongoDB, Inc. (NASDAQ:MDB) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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