Here’s Why Genmab A/S (GMAB) Rose in Q3

Core Insights - Chautauqua Capital Management's third-quarter 2025 investor letter indicates that global equity markets performed well due to the resolution of trade conflicts and a dovish shift in U.S. monetary policy [1] - The Baird Chautauqua International Growth Fund and the Baird Chautauqua Global Growth Fund both underperformed their respective benchmarks, primarily due to poor stock selection in the information technology, financials, and industrials sectors [1] Fund Performance - The Baird Chautauqua International Growth Fund underperformed the MSCI ACWI ex-U.S. Index - ND in Q3 2025 [1] - The Baird Chautauqua Global Growth Fund also trailed the MSCI ACWI Index – ND in the same quarter [1] Stock Highlights - Genmab A/S (NASDAQ:GMAB) is highlighted as a key stock, focusing on antibody-based products for cancer treatment [2] - Genmab A/S had a one-month return of -0.69% and a 52-week gain of 50.89%, closing at $31.49 per share with a market capitalization of $19.522 billion on December 30, 2025 [2] - Genmab A/S reported solid earnings and positive clinical trial results, receiving FDA Breakthrough Therapy Designation for its product candidate Rina-S [3] Hedge Fund Interest - At the end of Q3 2025, 20 hedge fund portfolios held Genmab A/S, an increase from 19 in the previous quarter [3] - Despite the potential of Genmab A/S, the analysis suggests that certain AI stocks may offer greater upside potential with less downside risk [3]