The Sage Group plc

• AP Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary ↗ Artisan Global Opportunities Fund added Spotify, L3Harris Technologies, Insmed, 3i Group, West Pharmaceutical and Amazon, elevating Amazon to its largest position. It exited Atlassian, Adidas and Vertex Pharmaceuticals, trimmed several software and health care holdings, and shifted technology exposure toward AI infrastructure beneficiaries while retaining conviction in selected health care franchises. Q3 2025 ADDDF $31BAMZN $2.8TARGNF $66B +13

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