Medpace Holdings (MEDP) Generated Strong Results in Q3

Core Insights - Optimist Fund reported a return of +9.1% in Q3 2025, outperforming the benchmark return of 7.9% [1] - The fund is focusing on cyclical holdings that have been in multi-year downswings while also paying attention to developments in AI [1] Company Summary: Medpace Holdings, Inc. (NASDAQ:MEDP) - Medpace Holdings, Inc. is a clinical research-based drug and medical device development services provider [2] - The stock of Medpace Holdings, Inc. had a one-month return of 8.99% and gained 81.62% over the last 52 weeks, closing at $580.37 per share with a market capitalization of $16.348 billion on October 30, 2025 [2] - Optimist Fund initiated a position in Medpace in April, viewing it as a market leader with significant long-term growth potential that is currently underappreciated [3] - Medpace reported revenue of $659.9 million in Q3 2025, reflecting a year-over-year increase of 23.7% [4] Investment Perspective - While Medpace is recognized for its potential, the fund suggests that certain AI stocks may offer greater upside potential and less downside risk [4]