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Artisan Global Discovery's investment thesis on iRhythm Technologies ($IRTC) — Q4 2025 | Buyside Digest

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$IRTCNASDAQiRhythm Technologies

BULL

Artisan Global Discovery—IRTC

Fund Letter

Q4 2025

Published January 27, 2026

View Fund Profile

$120.25USD

-2.3% vs last month

$154.51Pitched

-22.2% since pitch

Market Cap$4.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q4 and full-year 2025, the Artisan Global Discovery Fund generated strong absolute returns but underperformed its benchmark, the MSCI All Country World Small Mid Index. Underperformance was primarily...

— Jason White

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What other investors think about $IRTC, and what else Artisan Global Discovery is buying.

Other pitches on $IRTC

Other investors who've written on iRhythm Technologies

Carillon Eagle Growth & Income FundBULL

Pitched Apr 18, 2026

iRhythm Technologies is a digital healthcare company that develops wearable, AI-driven cardiac monitoring devices. The stock struggled...

View all $IRTC pitches →