2 days ago
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Soumya Eswaran
Thu, February 19, 2026 astatine 5:58 AM CST 3 min read
Meridian Funds, managed by ArrowMark Partners, released its fourth-quarter 2025 capitalist missive for “Meridian Small Cap Growth Fund”. A transcript of the missive tin beryllium downloaded here. U.S. equity markets navigated a 4th supported by optimism astir imaginable monetary easing and caution regarding economical maturation and valuations. Early gains were driven by beardown AI-related net and the US Federal Reserve’s complaint chopped successful October, which improved expectations for fiscal conditions. However, marketplace sentiment cooled aboriginal successful the quarter. Despite this moderation, the 4th contributed positively to robust yearly results. Small caps delivered an yearly instrumentality of 12.8% with a 2.2% Q4 gain. Value outperformed maturation arsenic per the Russell household of indices. In Q4 2025, The Meridian Small Cap Growth Fund returned 0.90% (net) compared to the Russell 2000 Growth Index’s 1.22% return. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2025.
In its fourth-quarter 2025 capitalist letter, Meridian Small Cap Growth Fund highlighted stocks similar Structure Therapeutics Inc. (NASDAQ:GPCR). Structure Therapeutics Inc. (NASDAQ:GPCR) is simply a clinical-stage planetary biopharmaceutical institution that focuses connected processing oral small-molecule therapeutics to dainty assorted chronic diseases. On February 18, 2026, Structure Therapeutics Inc. (NASDAQ:GPCR) banal closed astatine $68.36 per share. One-month instrumentality of Structure Therapeutics Inc. (NASDAQ:GPCR) was -25.59%, and its shares are up 192.26% implicit the past 12 months. Structure Therapeutics Inc. (NASDAQ:GPCR) has a marketplace capitalization of $4.829 billion.
Meridian Small Cap Growth Fund stated the pursuing regarding Structure Therapeutics Inc. (NASDAQ:GPCR) successful its 4th fourth 2025 capitalist letter:
"Structure Therapeutics Inc. (NASDAQ:GPCR) is simply a clinical-stage biopharmaceutical steadfast focused connected processing oral therapies targeting obesity and metabolic diseases. The company’s pb oral campaigner has shown promising efficacy and a lower-than-anticipated discontinuation complaint successful Phase II trials, positioning it arsenic a viable alternate to injectable GLP-1 medications. Following the merchandise of favorable objective data, the banal advanced, bolstered by a palmy superior rise that is expected to adequately enactment backing done Phase III trials. The therapy’s oral medication format, combined with its starring information profile, enhances the company’s attractiveness arsenic a imaginable acquisition people wrong the GLP-1 competitory landscape."
Structure Therapeutics Inc. (NASDAQ:GPCR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 42 hedge money portfolios held Structure Therapeutics Inc. (NASDAQ:GPCR) astatine the extremity of the 3rd quarter, compared to 44 successful the erstwhile quarter. While we admit the imaginable of Structure Therapeutics Inc. (NASDAQ:GPCR) 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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