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Brown Advisors Global Leaders Strategy's investment thesis on Autodesk ($ADSK) — Q2 2026 | Buyside Digest

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$ADSKNASDAQAutodesk

NEUTRAL

Brown Advisors Global Leaders Strategy—ADSK

Fund Letter

Q2 2026

Published July 22, 2026

View Fund Profile

$239.69USD

+10.0% vs last month

$209.75Pitched

+14.3% since pitch

Market Cap$50.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Brown Advisory's Global Leaders Strategy delivered positive absolute returns in Q2 2026 but underperformed its MSCI ACWI benchmark, primarily due to underweight positions in semiconductors and technology hardware amid the AI infrastructure boom. The strategy's main...

— Mike Poggi

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