Should You Consider Adding Lemonade (LMND) to Your Portfolio?

Group 1: Maple Tree Capital's Q3 2025 Performance - Maple Tree Capital's Q3 2025 performance was mixed, with the Jonagold portfolio ending the quarter with a 13.12% loss due to a decline in one of its largest holdings, Upstart [1] - The Heartwood portfolio, however, performed exceptionally well, gaining 40.2% in the quarter and exceeding 100% return since its inception in 2023, outperforming the S&P 500's 82% return during the same period [1] Group 2: Lemonade, Inc. (NYSE:LMND) Overview - Lemonade, Inc. (NYSE:LMND) had a one-month return of -1.16% but gained 94.44% over the last 52 weeks, closing at $71.32 per share with a market capitalization of $5.33 billion on December 29, 2025 [2] - The company reported a Q3 2025 revenue growth of 42% year-over-year, reaching $195 million [4] Group 3: Investment Sentiment on Lemonade, Inc. - Lemonade, Inc. is considered a high-conviction name in the Jonagold portfolio, with potential for operating leverage due to Agentic AI managing a majority of its back-end operations [3] - Despite its potential, Lemonade, Inc. is not among the 30 most popular stocks among hedge funds, with 32 hedge fund portfolios holding the stock at the end of Q3, up from 30 in the previous quarter [4]