Latest news with #Russell1000GrowthIndex
Yahoo
04-08-2025
- Business
- Yahoo
Eli Lilly and Company (LLY) Slid Despite Strong Top-Line Growth
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its 'RiverPark Large Growth Fund' Q2 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets surged in the second quarter, with the S&P 500 Total Return Index rising 10.94% and the Russell 1000 Growth Index returning 17.84%. The fund also surged in the quarter and returned 15.01%. Continued enthusiasm for artificial intelligence, better-than-expected earnings in several large-cap growth sectors, and improving macroeconomic conditions lifted the markets in the quarter. Growth-focused stocks took the lead once more, with the strongest performance coming from sectors like technology, communication services, and certain areas of consumer discretionary. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, RiverPark Large Growth Fund highlighted stocks such as Eli Lilly and Company (NYSE:LLY). Eli Lilly and Company (NYSE:LLY) is a pharmaceutical company headquartered in Indianapolis, Indiana. The one-month return of Eli Lilly and Company (NYSE:LLY) was -2.35%, and its shares lost 5.24% of their value over the last 52 weeks. On August 1, 2025, Eli Lilly and Company (NYSE:LLY) stock closed at $762.33 per share, with a market capitalization of $684.371 billion. RiverPark Large Growth Fund stated the following regarding Eli Lilly and Company (NYSE:LLY) in its second quarter 2025 investor letter: "Eli Lilly and Company (NYSE:LLY): LLY shares declined during the quarter despite strong top-line growth, as the company missed earnings expectations and faced heightened scrutiny around GLP-1 pricing dynamics. In Q2, Mounjaro sales rose sharply to $3.8 billion and Zepbound reached $2.3 billion in revenue. However, EPS came in below consensus due to lower pricing and temporary supply disruptions. li Lilly and Company (NYSE:LLY) is in 21st position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 119 hedge fund portfolios held Eli Lilly and Company (NYSE:LLY) at the end of the first quarter, which was 115 in the previous quarter. Eli Lilly and Company (NYSE:LLY) reported strong results in first quarter of 2025, with revenue increasing 45% compared to Q1 2024. While we acknowledge the potential of Eli Lilly and Company (NYSE:LLY) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Eli Lilly and Company (NYSE:LLY) and shared Baron Health Care Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
04-08-2025
- Business
- Yahoo
Riverpark Large Growth Fund Views NVIDIA (NVDA) as the Most Strategically Important Enabler Of Global AI Transformation
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its 'RiverPark Large Growth Fund' Q2 2025 investor letter. A copy of the letter can be downloaded here. U.S. equity markets surged in the second quarter, with the S&P 500 Total Return Index rising 10.94% and the Russell 1000 Growth Index returning 17.84%. The fund also surged in the quarter and returned 15.01%. Continued enthusiasm for artificial intelligence, better-than-expected earnings in several large-cap growth sectors, and improving macroeconomic conditions lifted the markets in the quarter. Growth-focused stocks took the lead once more, with the strongest performance coming from sectors like technology, communication services, and certain areas of consumer discretionary. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second-quarter 2025 investor letter, RiverPark Large Growth Fund highlighted stocks such as NVIDIA Corporation (NASDAQ: NVDA). NVIDIA Corporation (NASDAQ:NVDA) offers graphics and compute, and networking solutions. The one-month return of NVIDIA Corporation (NASDAQ:NVDA) was 9.02%, and its shares gained 61.95% of their value over the last 52 weeks. On August 1, 2025, NVIDIA Corporation (NASDAQ:NVDA) stock closed at $173.72 per share, with a market capitalization of $4.237 trillion. RiverPark Large Growth Fund stated the following regarding NVIDIA Corporation (NASDAQ:NVDA) in its second quarter 2025 investor letter: "NVIDIA Corporation (NASDAQ:NVDA): NVDA was the portfolio's top contributor during the second quarter of 2025. The company reported fiscal Q1 2026 results in late May, with revenue of $44.1 billion, up 69% year-over-year, and strong growth across all key segments. Data Center revenue rose 73% to $39.1 billion, while Gaming revenue climbed 42% to $3.8 billion. Though export-related inventory charges impacted gross margins, core profitability remained robust, and operating margins continued to expand. Management also issued upbeat forward guidance, with expectations of $44–47 billion in fiscal Q2 revenue. A close-up of a colorful high-end graphics card being plugged in to a gaming computer. NVIDIA Corporation (NASDAQ:NVDA) is in 5th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 212 hedge fund portfolios held NVIDIA Corporation (NASDAQ:NVDA) at the end of the first quarter, which was 223 in the previous quarter. NVIDIA Corporation (NASDAQ:NVDA) reported another record quarter in the fiscal first quarter of 2026 with $44 billion in revenues, representing a 69% year-over-year increase. While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered NVIDIA Corporation (NASDAQ:NVDA) and shared the list of best stocks to buy for the next 6 months. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
22-07-2025
- Business
- Yahoo
Here's Polen Focus Growth Strategy's Comment on Oracle (ORCL)
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) offers products and services that address enterprise information technology environments. The one-month return of Oracle Corporation (NYSE:ORCL) was 17.63%, and its shares gained 73.75% of their value over the last 52 weeks. On July 21, 2025, Oracle Corporation (NYSE:ORCL) stock closed at $243.54 per share, with a market capitalization of $684.062 billion. Polen Focus Growth Strategy stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter: "Top relative contributors to the Portfolio's performance included Apple (sold early in the period), Oracle Corporation (NYSE:ORCL), and Netflix. The top absolute contributors were Oracle, Microsoft, and Amazon. AI re-emerged as the dominant narrative, driving much of the market's leadership in the second quarter. Oracle was our top owned relative contributor, up 56% in the quarter (and 76% since the market bottom on April 9) as the market embraced a meaningful acceleration in growth driven by the Oracle Cloud Infrastructure (OCI) segment. The company appears to be in the early stages of a significant increase in revenue growth, fueled in part by its position as a go-to cloud infrastructure provider for training generative AI models. A team of IT professionals meticulously crafting a large-scale enterprise performance management system. Oracle Corporation (NYSE:ORCL) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 97 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, compared to 105 in the previous quarter. While we acknowledge the potential of Oracle Corporation (NYSE:ORCL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Oracle Corporation (NYSE:ORCL) and shared the list of buzzing stocks everyone is talking about. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
22-07-2025
- Business
- Yahoo
Polen Focus Growth Strategy Exited Apple (AAPL) in Q2. Here's Why
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is an American multinational company that designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories. The one-month return of Apple Inc. (NASDAQ:AAPL) was 5.45%, and its shares lost 5.13% of their value over the last 52 weeks. On July 21, 2025, Apple Inc. (NASDAQ:AAPL) stock closed at $212.48 per share with a market capitalization of $3.174 trillion. Polen Focus Growth Strategy stated the following regarding Apple Inc. (NASDAQ:AAPL) in its second quarter 2025 investor letter: "We eliminated our position in Apple Inc. (NASDAQ:AAPL) early in the quarter. As a reminder, our initial investment thesis on the company (which we added in July 2024) anticipated accelerating revenue and earnings growth driven by the launch of Apple Intelligence, which we expected to trigger a new iPhone upgrade cycle. Unfortunately, many of the most compelling Apple Intelligence features are significantly delayed, calling into question the timing of the reacceleration. Furthermore, tariffs present a predictable and persistent headwind, as most Apple products are made in China and shipped globally. Given these uncertainties and the presence of more attractive opportunities elsewhere, we felt it best to move on." An Apple store displaying the latest in consumer electronics, from smartphones to wearables. Apple Inc. (NASDAQ:AAPL) is in 8th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 159 hedge fund portfolios held Apple Inc. (NASDAQ:AAPL) at the end of the first quarter, which was 166 in the previous quarter. While we acknowledge the potential of Apple Inc. (NASDAQ:AAPL) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Apple Inc. (NASDAQ:AAPL) and shared the list of AI stocks analysts are tracking closely. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
22-07-2025
- Business
- Yahoo
Polen Focus Growth Strategy Decided to Exit Its Position in UnitedHealth Group (UNH)
Polen Capital, an investment management company, released its 'Polen Focus Growth Strategy' second quarter 2025 investor letter. A copy of the letter can be downloaded here. The market sentiment shifted in the second quarter, from a sharp decline to a V-shaped recovery. In the second quarter, the strategy returned 9.36% (gross) and 9.15% (net) compared to 17.84% for the Russell 1000 Growth Index and 10.94% for the S&P 500 Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Polen Focus Growth Strategy highlighted stocks such as UnitedHealth Group Incorporated (NYSE:UNH). UnitedHealth Group Incorporated (NYSE:UNH) is a diversified healthcare company that operates through UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx segments. The one-month return of UnitedHealth Group Incorporated (NYSE:UNH) was -6.17%, and its shares lost 49.49% of their value over the last 52 weeks. On July 21, 2025, UnitedHealth Group Incorporated (NYSE:UNH) stock closed at $282.14 per share, with a market capitalization of $255.94 billion. Polen Focus Growth Strategy stated the following regarding UnitedHealth Group Incorporated (NYSE:UNH) in its second quarter 2025 investor letter: "Finally, we exited our remaining small position in UnitedHealth Group Incorporated (NYSE:UNH) (~1%). After years of continuous earnings growth and durability, the consistency we've come to expect from UNH has been fractured. The company reduced its earnings guidance twice recently, as medical costs have exceeded expectations in both the UnitedHealthcare (insurance) and Optum Health (medical practice) segments. A senior healthcare professional giving advice to a patient in a clinic. UnitedHealth Group Incorporated (NYSE:UNH) is in 18th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 139 hedge fund portfolios held UnitedHealth Group Incorporated (NYSE:UNH) at the end of the first quarter, which was 150 in the previous quarter. While we acknowledge the potential of UnitedHealth Group Incorporated (NYSE:UNH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered UnitedHealth Group Incorporated (NYSE:UNH) and shared the list of most undervalued healthcare stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
