Brown Advisory Mid-Cap Growth Strategy Exited Autodesk (ADSK) in Q4

1 hour ago 1

Soumya Eswaran

Tue, March 24, 2026 astatine 6:36 AM CDT 2 min read

Brown Advisory, an concern absorption company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Strategy lagged the Russell Midcap® Growth Index successful the 4th fourth owed to banal selection. The show was successful enactment with expectations for the afloat year. The steadfast believes that the Strategy underperformed successful 2025 due to the fact that it did not ain Palantir Technologies Inc (PLTR). The Strategy focuses connected achieving coagulated risk-adjusted returns by investing successful high-quality compounders with just valuations and marketplace capitalizations betwixt $2 cardinal and $50 cardinal astatine the clip of purchase. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Brown Advisory Mid-Cap Growth Strategy highlighted Autodesk, Inc. (NASDAQ:ADSK). Autodesk, Inc. (NASDAQ:ADSK) is simply a bundle institution focusing connected 3D design, engineering, and amusement exertion solutions. On March 23, 2026, Autodesk, Inc. (NASDAQ:ADSK) banal closed astatine $247.44 per share. One-month instrumentality of Autodesk, Inc. (NASDAQ:ADSK) was -12.01%, and its shares mislaid 9.39% implicit the past 52 weeks. Autodesk, Inc. (NASDAQ:ADSK) has a marketplace capitalization of $52.46 billion.

Brown Advisory Mid-Cap Growth Strategy stated the pursuing regarding Autodesk, Inc. (NASDAQ:ADSK) successful its 4th fourth 2025 capitalist letter:

"We exited Autodesk, Inc. (NASDAQ:ADSK) erstwhile overmuch of the borderline enlargement thesis appeared reflected successful the stock price. While ongoing concern exemplary changes should proceed to enactment results, we spot much charismatic opportunities elsewhere."

Autodesk, Inc. (NASDAQ:ADSK) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 81 hedge money portfolios held Autodesk, Inc. (NASDAQ:ADSK) astatine the extremity of the 4th quarter, up from 83 successful the erstwhile quarter. While we admit the imaginable of Autodesk, Inc. (NASDAQ:ADSK) 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.

In another article, we covered Autodesk, Inc. (NASDAQ:ADSK) and shared a database of champion bundle stocks to put successful according to billionaires. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.

Read Entire Article