TimesSquare Capital Management , a firm specializing in equity investment management, has published its "U.S. Small Cap Growth Strategy" investor report for the first quarter of 2025. You can obtain a copy of the letter from their official source. downloaded here In the recent quarter, the fund reported returns of -9.41% gross and -9.64% net, as opposed to the -11.12% decline seen in the Russell 2000 Growth Index. At the start of 2025, the market experienced widespread optimism. Hopes for business-friendly regulations and a softer approach towards regulation boosted global markets during January. Nonetheless, postponements and ambiguities related to U.S. policy measures triggered a substantial drop-off in March. Additionally, review the top five holdings within the fund to identify their key investments made throughout 2025.
In the Q1 2025 investor update from TimesSquare Capital’s U.S. Small Cap Growth Strategy, they emphasized holdings like CeriBell, Inc. (NASDAQ:CBLL), which operates within the realm of medical technology. Over a period of one month, CeriBell, Inc.’s (NASDAQ:CBLL) returns stood at 8.02%. However, year-to-date, the stock has seen a decline of approximately 30.80% in its valuation. As of June 20, 2025, the closing price for CeriBell, Inc.'s (NASDAQ:CBLL) shares reached $17.91 each, giving the firm a market cap totaling around $647.321 million.
In its Q1 2025 investor letter, TimesSquare Capital U.S. Small Cap Growth Strategy commented on CeriBell, Inc. (NASDAQ:CBLL) as follows:
Among healthcare stocks, we favor companies offering innovative treatments for unaddressed medical needs that can command higher prices, as well as specialized service providers. This quarter saw two new entries into the sector. CeriBell, Inc. (NASDAQ:CBLL) is a commercially active medical technology firm focused on revolutionizing the diagnosis and treatment of severe neurological disorders. Their solutions facilitate the early identification and handling of seizures, thus allowing for more accurate and effective patient care.
A researcher in a lab studying a disorder of the nervous system.
CeriBell, Inc. (NASDAQ:CBLL) does not appear on our list. 30 Top-Ranked Stocks By Hedge Funds According to our records, 9 hedge fund portfolios owned shares of CeriBell, Inc. (NASDAQ:CBLL) by the close of the first quarter, down from 17 during the prior period. For the initial quarter of 2025, CeriBell, Inc. (NASDAQ:CBLL) reported overall revenue. revenue At $20.5 million, this represents a 42% growth over the corresponding period last year and an 11% uptick since the fourth quarter of 2024. Although we see merit in considering CeriBell, Inc. (NASDAQ:CBLL) as a possible investment, our preference leans towards AI stocks due to their superior potential for generating high returns more quickly. Should you be searching for an AI stock with prospects akin to those of NVIDIA yet trading below five times its earnings, consider reviewing our detailed analysis available in our latest report on the topic. underappreciated AI stock poised for significant increases .
Furthermore, make sure to explore our Hedge fund investor communications for Q1 2025 For additional insights into investor letters from prominent hedge funds and other key investors, visit this page. Although we recognize the promise of CBLL as an investment opportunity, we feel specific AI equities present higher growth prospects with reduced risk factors. Should you be interested in identifying a deeply discounted AI stock poised to gain substantially due to Trump-era duties and domestic manufacturing shifts, check out our complimentary report on the topic. best short-term AI stock .
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Disclosure: There are none to declare. This article was first published here. Insider Monkey .