Core Insights - Artisan Partners' "Artisan Mid Cap Fund" reported strong performance in Q3 2025, with returns of 8.80% for Investor Class and Advisor Class funds, and 8.83% for Institutional Class, significantly outperforming the Russell Midcap Growth Index's 2.78% return [1] - The fund's outperformance was primarily driven by holdings in the health care sector, indicating a strategic focus on sectors with robust growth potential [1] Company Highlights - Teledyne Technologies Incorporated (NYSE:TDY) was highlighted as a key investment, with a one-month return of 3.82% and a 52-week gain of 28.39%, closing at $571.93 per share with a market capitalization of $26.817 billion as of October 14, 2025 [2] - The fund initiated new positions in Teledyne, which specializes in advanced sensing, transmission, and analysis technologies across various markets, including aerospace and defense, benefiting from increased global military spending [3] - Teledyne's strong free cash flow generation and disciplined M&A strategy position it well for mid-teens EPS growth, driven by both organic growth and strategic expansion in recovering industrial markets [3] Market Position - Teledyne Technologies is gaining traction among hedge funds, with 51 portfolios holding its stock at the end of Q2 2025, up from 47 in the previous quarter, indicating growing interest in the company [4] - Despite its potential, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk compared to Teledyne [4]