Event

Artisan Mid Cap Fund adds Entegris position on semiconductor recovery outlook

Artisan Partners’ Q2 2026 investor letter said the Artisan Mid Cap Fund increased its position in Tradeweb Markets, citing growth in interest-rate swaps, international markets and electronic fixed-income trading. The fund added during a recent share-price pullback.

2 published stories · markets · source reliability 33%

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Background

Why this event matters

Artisan Partners’ Artisan Mid Cap Fund increased its exposure to Tradeweb Markets in Q2 2026, adding during a recent share-price pullback. The fund cited growth in interest-rate swaps, international markets and electronic fixed-income trading, as well as product enhancements and Tradeweb’s large addressable market. Tradeweb operates electronic marketplaces and trading platforms, including an over-the-counter fixed-income marketplace.

event-brief

Artisan Mid Cap Fund adds Entegris position on semiconductor recovery outlook

Artisan Partners’ Artisan Mid Cap Fund increased its exposure to Tradeweb Markets in Q2 2026, adding during a recent share-price pullback. The fund cited growth in interest-rate swaps, international markets and electronic fixed-income trading, as well as product enhancements and

Reporting trail
Yahoo Finance | https://finance.yahoo.com/markets/stocks/articles/tradeweb-markets-tw-set-rebound-131324545.html | published 2026-09-08T13:13:24.000Z | primary sourceYahoo Finance article, citing Artisan Partners’ Q2 2026 investor letter | Primary account of the fund’s increased Tradeweb exposure and rationaleEvent digest | Concise summary of the reported transaction and investment thesisRetrieved context: cluster summary | Corroborates the same reported event, but provides no additional detailYahoo Finance | https://finance.yahoo.com/markets/stocks/articles/entegris-entg-positions-benefit-rebounding-153817721.html | published 2026-09-07T15:38:17.000Z | primary sourceYahoo Finance, “Entegris (ENTG) Positions to Benefit From Rebounding Wafer Starts and Memory Capex” | Primary supplied report, including the investor-letter quotation and market data.Event digest | Concise summary of the reported fund position and rationale.Retrieved context, cluster summary | Confirms the event framing and assigns high confidence.

Fact cards

entity brief

Artisan Mid Cap Fund adds Entegris position on semiconductor recovery outlook: key people and institutions

Key entities: Tradeweb Markets Inc., Artisan Partners, Artisan Mid Cap Fund, Entegris.

faq brief

Artisan Mid Cap Fund adds Entegris position on semiconductor recovery outlook: key questions

Why did the fund increase its Tradeweb exposure? Artisan cited growth in interest-rate swaps, international markets and electronic fixed-income trading. Did the fund specify how much it bought? No. The available material does not give the position increase or portfolio weighting.

source brief

Artisan Mid Cap Fund adds Entegris position on semiconductor recovery outlook: reporting sources

Yahoo Finance | https://finance.yahoo.com/markets/stocks/articles/tradeweb-markets-tw-set-rebound-131324545.html | published 2026-09-08T13:13:24.000Z | primary source | Yahoo Finance article, citing Artisan Partners’ Q2 2026 investor letter | Primary account of the fund’s increas

timeline brief

Artisan Mid Cap Fund adds Entegris position on semiconductor recovery outlook: timeline

Q2 2026: Artisan Mid Cap Fund increased its position in Tradeweb Markets. Q2 2026: The fund reported investor-class returns of 17.86% to 17.93%, compared with 14.55% for the Russell Midcap Growth Index. End of Q2 2026: 54 hedge-fund portfolios reportedly held Tradeweb, up from 50

Timeline

Q2 2026

Artisan Mid Cap Fund increased its position in Tradeweb Markets.

Q2 2026

The fund reported investor-class returns of 17.86% to 17.93%, compared with 14.55% for the Russell Midcap Growth Index.

End of Q2 2026

54 hedge-fund portfolios reportedly held Tradeweb, up from 50 in the previous quarter.

2026-09-04

Tradeweb closed at US$106.20.

2026-09-08

Yahoo Finance published the report citing Artisan Partners’ Q2 2026 investor letter.

FAQ

Why did the fund increase its Tradeweb exposure?

Artisan cited growth in interest-rate swaps, international markets and electronic fixed-income trading.

Did the fund specify how much it bought?

No. The available material does not give the position increase or portfolio weighting.

What was Tradeweb’s recent share performance?

Shares gained 2.41% over the month but fell 11.00% over the preceding 52 weeks, according to the source.

Is Artisan’s outlook an independent forecast?

No. The growth and upside assessment is attributed to Artisan.

Why did Artisan add Entegris?

It cited long-term semiconductor materials growth and a potential recovery in memory capital expenditure and wafer starts.

What does Entegris make?

Advanced materials, specialty chemicals and filtration systems used in semiconductor manufacturing.

What other factors did Artisan identify?

Node transitions, materials innovation, advanced packaging, improving fab construction demand, possible margin recovery and deleveraging.

How large was the position?

The supplied material does not disclose its size.

Are the recovery expectations confirmed?

No. They are Artisan’s assessments and forecasts, and their timing and scale remain uncertain.