Strong Momentum Lifted BeOne Medicines AG (ONC) in Q3

2 hours ago 1

Soumya Eswaran

Wed, December 31, 2025 astatine 7:51 AM CST 3 min read

Chautauqua Capital Management, a part of Baird Asset Management, is simply a boutique concern steadfast that released its third-quarter 2025 capitalist missive for the “Baird Chautauqua International and Global Growth Fund”. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered coagulated results successful the 3rd quarter, driven by the solution of important commercialized conflicts and a displacement successful U.S. monetary argumentation toward a much dovish stance. Baird Chautauqua International Growth Fund underperformed the benchmark, MSCI ACWI ex-U.S. Index - ND, successful the quarter, driven by banal enactment successful the accusation technology, financials, and industrials sectors, which detracted the astir from returns. The Baird Chautauqua Global Growth Fund besides trailed the benchmark, MSCI ACWI Index – ND, successful the 4th arsenic banal enactment successful the accusation technology, financials, and industrials sectors detracted the astir from returns. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Baird Chautauqua International and Global Growth Fund highlighted stocks specified arsenic BeOne Medicines AG (NASDAQ:ONC). BeOne Medicines AG (NASDAQ:ONC) is an oncology institution that focuses connected discovering and processing assorted treatments for crab patients. The one-month instrumentality of BeOne Medicines AG (NASDAQ:ONC) was -7.71%, and its shares gained 64.97% of their worth implicit the past 52 weeks. On December 30, 2025, BeOne Medicines AG (NASDAQ:ONC) banal closed astatine $304.72 per share, with a marketplace capitalization of $33.72 billion.

Baird Chautauqua International and Global Growth Fund stated the pursuing regarding BeOne Medicines AG (NASDAQ:ONC) successful its 3rd 4th 2025 capitalist letter:

"BeOne Medicines AG (NASDAQ:ONC) reported a beardown 4th and raised FY25 guidance, driven by beardown momentum from its cardinal maturation driver, Brukinsa, which continues to summation marketplace stock from its competitors. Management expects affirmative escaped currency travel successful 2025."

BeOne Medicines AG (NASDAQ:ONC) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 21 hedge money portfolios held BeOne Medicines AG (NASDAQ:ONC) astatine the extremity of the 3rd quarter, compared to 28 successful the erstwhile quarter. In Q3 2025, BeOne Medicines AG's (NASDAQ:ONC) gross reached $1.4 billion, which represents 41% year-on-year growth. While we admit the imaginable of BeOne Medicines AG (NASDAQ:ONC) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.