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Summary
- Nvidia was a contributor to the portfolio’s performance again in Q3, driven by continued surging demand for accelerated computing and AI infrastructure.
- Chipotle was a detractor during the quarter as its comparable sales growth fell just 1% short of consensus (declining 4% against a very tough 11% comparison in the year ago period).
- Intuit was a detractor from performance during the quarter as cautious guidance for FY 2026 led to investor disappointment, despite strong fiscal-year (July) results.
The following segment was excerpted from the Virtus SGA Global Growth Q3 2025 Commentary.
Largest Contributors
Alphabet (GOOG)(GOOGL)
Alphabet was a contributor during the quarter. In September, Alphabet secured a favorable outcome in its key antitrust case, removing
Select quarterly mutual fund commentaries.
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