Loomis Sayles, an investment management company, released its “Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 18.58% compared to 17.84% for the Russell 1000® Growth Index. The fund focused on a highly selective, long-term private equity approach to investing. Stock selection in information technology, communication services, consumer staples, and industrials sectors, as well as our allocations to the communication services and consumer staples sectors, positively impacted the fund’s relative performance, while consumer discretionary and healthcare sectors, as well as our allocations to the information technology, healthcare, financials, industrials, and consumer discretionary sectors, detracted. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, Loomis Sayles Growth Fund highlighted stocks such as Netflix, Inc. (NASDAQ:NFLX). Incorporated in 1997, Netflix, Inc. (NASDAQ:NFLX) is an entertainment services provider. The one-month return of Netflix, Inc. (NASDAQ:NFLX) was 3.02%, and its shares gained 78.63% of their value over the last 52 weeks. On September 02, 2025, Netflix, Inc. (NASDAQ:NFLX) stock closed at $1,214.11 per share, with a market capitalization of $515.907 billion.
Loomis Sayles Growth Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its second quarter 2025 investor letter:
“Founded in 1997, Netflix, Inc. (NASDAQ:NFLX) is one of the world’s leading internet entertainment platforms and a pioneer of subscription video on demand (SVOD), which it first launched in 2007. Today the company is a global leader with over 300 million paid subscribers, out of what we estimate is a total addressable market of one billion households outside of China, who access TV series, movies, mobile games, and other entertainment content across a wide variety of genres, languages, and devices. The company has subscribers in over 190 countries, with an estimated global audience in excess of 700 million, and generates almost 60% of its revenue from outside of North America.
Netflix, Inc. (NASDAQ:NFLX) is in 14th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 133 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the second quarter, which was 150 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Netflix, Inc. (NASDAQ:NFLX) and shared the list of most profitable tech stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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