Core Insights - TimesSquare Capital Management reported a gross return of 11.28% and a net return of 11.02% for its "U.S. Small Cap Growth Strategy" in Q2 2025, underperforming the Russell 2000 Growth Index which returned 11.97% [1] - The fund highlighted Stevanato Group S.p.A. (NYSE:STVN) as a key investment, noting its significant stock performance with a one-month return of 18.79% and a 52-week gain of 39.44% [2][3] Company Performance - Stevanato Group S.p.A. closed at $26.87 per share on September 11, 2025, with a market capitalization of $7.335 billion [2] - The company experienced a 20% stock increase following a strong first quarter performance, particularly in its Biopharmaceutical and Diagnostic Solutions segment, with stabilizing vial demand and reduced destocking [3] Investment Sentiment - Despite the positive outlook for Stevanato Group S.p.A., it was not among the 30 most popular stocks among hedge funds, with only 8 hedge fund portfolios holding the stock at the end of Q2 2025, down from 10 in the previous quarter [4] - The analysis suggests that while Stevanato Group S.p.A. has potential, certain AI stocks may offer greater upside potential and lower downside risk [4]
Stevanato Group SpA (STVN) Share Gained 20% as Results Exceeded Expectations