Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here. In the fourth quarter, the fund’s Investor Class APFDX returned 2.65%, Advisor Class APDDX posted a return of 2.69% and Institutional Class APHDX returned 2.76%, compared to a -0.99% return for the MSCI All Country World Index. US stocks ended a strong year with strong gains in Q4. The portfolio outperformed the index in both Q4 and 2024. Strong stock selection drove the portfolio’s performance in Q4. In addition, please check the fund’s top five holdings to know its best picks in 2024. In its fourth quarter 2024 investor letter, Artisan Global Discovery Fund emphasized stocks such as MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI). MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) manufactures analog semiconductor solutions for wireless and wireline applications across the radio frequency (RF), microwave, millimeter wave, and light wave spectrum. The one-month return MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) was -1.00%, and its shares gained 3.09% of their value over the last 52 weeks. On April 2, 2025, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) stock closed at $103.78 per share with a market capitalization of $7.715 billion. Artisan Global Discovery Fund stated the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q4 2024 investor letter: