Insulet Corporation (PODD) Benefited from Omnipod Sales

ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities strongly rebounded in the second quarter. The S&P 500 Index returned 10.9%, and the benchmark Russell 3000 Index advanced 11.0%, as risk-on sentiment took hold following the pause in tariff implementation. The strategy outperformed the benchmark in the quarter, driven by the strength in portfolio construction across companies and sectors with distinct growth drivers. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, ClearBridge Select Strategy highlighted stocks such as Insulet Corporation (NASDAQ:PODD). Insulet Corporation (NASDAQ:PODD) develops and manufactures insulin delivery systems. The one-month return of Insulet Corporation (NASDAQ:PODD) was -1.72%, and its shares gained 35.57% of their value over the last 52 weeks. On September 17, 2025, Insulet Corporation (NASDAQ:PODD) stock closed at $322.22 per share, with a market capitalization of $22.682 billion.

ClearBridge Select Strategy stated the following regarding Insulet Corporation (NASDAQ:PODD) in its second quarter 2025 investor letter:

"Our health care exposure was a particular standout in a quarter that saw the sector overall struggle due to tariff fears and challenges in the Medicare Advantage market. Insulet Corporation (NASDAQ:PODD), a developer of insulin pumps for the treatment of diabetes, which was already seeing robust margin growth, is benefiting from Omnipod sales among the type 2 diabetes population, a market it received FDA approval for last summer."

Insulet Corporation (NASDAQ:PODD) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 53 hedge fund portfolios held Insulet Corporation (NASDAQ:PODD) at the end of the second quarter, compared to 47 in the previous quarter. Insulet Corporation's (NASDAQ:PODD) second quarter revenue increased 32% to $649 million. While we acknowledge the potential of Insulet Corporation (NASDAQ:PODD) 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 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.