Artisan Partners Limited Partnership
Holdings as of 2026-06-30, filed 2026-08-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 44 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
341
Value reported by manager
$63.1B
Sum of our stored positions
$63.1B
should match the line above
Disclosure lag
44 d
quarter end to filing
Top 5 concentration
15.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
12
puts and calls
Positions
200 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| ARCH CAP GROUP LTD | ORD | $2.1B | 21,595,895 | — | G0450A105 |
| BANK OF NY MELLON CORP | COM | $2B | 13,687,258 | — | 064058100 |
| ALPHABET INC | CAP STK CL A | $2B | 5,534,119 | — | 02079K305 |
| ELEVANCE HEALTH INC FORMERLY | COM | $1.8B | 4,581,222 | — | 036752103 |
| SCHWAB CHARLES CORP | COM | $1.7B | 18,930,716 | — | 808513105 |
| CITIGROUP INC | COM NEW | $1.6B | 11,355,426 | — | 172967424 |
| AMERICAN EXPRESS CO | COM | $1.5B | 4,521,044 | — | 025816109 |
| ICON PUB LTD CO | SHS | $1.5B | 8,636,406 | — | G4705A100 |
| WILLIS TOWERS WATSON PLC LTD | SHS | $1.4B | 5,541,048 | — | G96629103 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.4B | 2,893,595 | — | 084670702 |
| ARGENX SE | SPONSORED ADR | $1.4B | 1,508,778 | — | 04016X101 |
| META PLATFORMS INC | CL A | $1.3B | 2,367,016 | — | 30303M102 |
| GARMIN LTD | SHS | $1.3B | 5,292,605 | — | H2906T109 |
| MARSH & MCLENNAN COS INC | COM | $1.2B | 7,269,246 | — | 571748102 |
| PROGRESSIVE CORP | COM | $1.1B | 5,132,462 | — | 743315103 |
| AXALTA COATING SYS LTD | COM | $1.1B | 31,733,342 | — | G0750C108 |
| AMAZON COM INC | COM | $1.1B | 4,419,586 | — | 023135106 |
| IQVIA HLDGS INC | COM | $916.5M | 4,743,434 | — | 46266C105 |
| COUPANG INC | CL A | $876.1M | 50,439,134 | — | 22266T109 |
| WEST PHARMACEUTICAL SVSC INC | COM | $865.8M | 2,411,792 | — | 955306105 |
| ASCENDIS PHARMA A/S | ORD SHS | $702.5M | 2,634,024 | — | K08588103 |
| SPOTIFY TECHNOLOGY S A | SHS | $622.8M | 1,356,543 | — | L8681T102 |
| AON PLC | SHS CL A | $613.8M | 1,850,623 | — | G0403H108 |
| BROADCOM INC | COM | $609M | 1,612,184 | — | 11135F101 |
| BAKER HUGHES COMPANY | CL A | $601.5M | 10,837,212 | — | 05722G100 |
| EDWARDS LIFESCIENCES CORP | COM | $599.4M | 6,625,703 | — | 28176E108 |
| SUNCOR ENERGY INC NEW | COM | $584.1M | 10,856,434 | — | 867224107 |
| WOODWARD INC | COM | $582.2M | 1,368,457 | — | 980745103 |
| INSMED INC | COM PAR $.01 | $580.2M | 5,441,718 | — | 457669307 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $562M | 1,176,856 | — | 874039100 |
| SCHEIN HENRY INC | COM | $540.2M | 6,467,467 | — | 806407102 |
| LATTICE SEMICONDUCTOR CORP | COM | $531.2M | 3,472,509 | — | 518415104 |
| SEA LTD | SPONSORD ADS | $523.8M | 5,466,001 | — | 81141R100 |
| GE VERNOVA INC | COM | $508.8M | 433,047 | — | 36828A101 |
| CBRE GROUP INC | CL A | $500.8M | 3,718,461 | — | 12504L109 |
| TWIST BIOSCIENCE CORP | COM | $494M | 4,802,017 | — | 90184D100 |
| SHOPIFY INC | CL A SUB VTG SHS | $465.2M | 4,074,005 | — | 82509L107 |
| NVIDIA CORPORATION | COM | $451.4M | 2,256,045 | — | 67066G104 |
| DOORDASH INC | CL A | $440.2M | 2,385,434 | — | 25809K105 |
| COMFORT SYS USA INC | COM | $400.6M | 202,113 | — | 199908104 |
| RTX CORPORATION | COM | $396.4M | 2,089,380 | — | 75513E101 |
| ELI LILLY & CO | COM | $393.9M | 328,382 | — | 532457108 |
| RBC BEARINGS INC | COM | $365.8M | 568,008 | — | 75524B104 |
| SOMNIGROUP INTERNATIONAL INC | COM | $365.6M | 4,663,275 | — | 88023U101 |
| SITIME CORP | COM | $361.7M | 485,123 | — | 82982T106 |
| LAM RESEARCH CORP | COM NEW | $340.7M | 786,238 | — | 512807306 |
| CNH INDL N V | SHS | $334.8M | 29,808,634 | — | N20944109 |
| CARRIER GLOBAL CORPORATION | COM | $333.7M | 4,549,041 | — | 14448C104 |
| GE AEROSPACE | COM NEW | $331.2M | 886,087 | — | 369604301 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $328.6M | 440,000 | Put | 78462F103 |
| VERACYTE INC | COM | $325.3M | 5,538,404 | — | 92337F107 |
| MODINE MFG CO | COM | $318.3M | 1,191,876 | — | 607828100 |
| LINDE PLC | SHS | $311.9M | 601,059 | — | G54950103 |
| L3HARRIS TECHNOLOGIES INC | COM | $303.3M | 1,043,646 | — | 502431109 |
| ADVANCED MICRO DEVICES INC | COM | $295.3M | 508,327 | — | 007903107 |
| ROBINHOOD MKTS INC | COM CL A | $288.8M | 2,880,113 | — | 770700102 |
| WILLIAMS COS INC | COM | $286.5M | 3,853,615 | — | 969457100 |
| JPMORGAN CHASE & CO | COM | $284.8M | 870,063 | — | 46625H100 |
| API GROUP CORP | COM STK | $282.9M | 6,680,820 | — | 00187Y100 |
| FIFTH THIRD BANCORP | COM | $278M | 4,931,716 | — | 316773100 |
| LIVE NATION ENTERTAINMENT IN | COM | $277.5M | 1,515,238 | — | 538034109 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $273M | 416,300 | Put | 92189F676 |
| US FOODS HLDG CORP | COM | $272.3M | 2,662,861 | — | 912008109 |
| MERCADOLIBRE INC | COM | $247.6M | 145,883 | — | 58733R102 |
| MACOM TECH SOLUTIONS HLDGS I | COM | $238.8M | 627,850 | — | 55405Y100 |
| TELEDYNE TECHNOLOGIES INC | COM | $231.5M | 347,178 | — | 879360105 |
| CAPITAL ONE FINL CORP | COM | $223.7M | 1,115,283 | — | 14040H105 |
| GUARDANT HEALTH INC | COM | $221.9M | 1,478,928 | — | 40131M109 |
| VIKING HOLDINGS LTD | ORD SHS | $218.7M | 2,089,760 | — | G93A5A101 |
| MICRON TECHNOLOGY INC | COM | $214.8M | 186,067 | — | 595112103 |
| WATERS CORP | COM | $210.3M | 560,753 | — | 941848103 |
| STMICROELECTRONICS N V | NY REGISTRY | $209.5M | 2,797,540 | — | 861012102 |
| IONIS PHARMACEUTICALS INC | COM | $209.3M | 2,640,024 | — | 462222100 |
| ENTEGRIS INC | COM | $207.2M | 1,152,223 | — | 29362U104 |
| BWX TECHNOLOGIES INC | COM | $206.2M | 1,059,496 | — | 05605H100 |
| TYLER TECHNOLOGIES INC | COM | $206.1M | 704,625 | — | 902252105 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $205.2M | 2,156,751 | — | 531229755 |
| IRHYTHM HOLDINGS INC | COM | $197.5M | 1,660,307 | — | 450056106 |
| APPLE INC | COM | $188.2M | 650,501 | — | 037833100 |
| LIVANOVA PLC | SHS | $182.9M | 2,224,763 | — | G5509L101 |
| CORNING INC | COM | $182.7M | 715,286 | — | 219350105 |
| MONOLITHIC PWR SYS INC | COM | $179.9M | 130,154 | — | 609839105 |
| VISA INC | COM CL A | $177.6M | 517,659 | — | 92826C839 |
| AKAMAI TECHNOLOGIES INC | COM | $171.1M | 1,447,442 | — | 00971T101 |
| COMPASS INC | CL A | $171M | 13,865,184 | — | 20464U100 |
| BLOOM ENERGY CORP | COM CL A | $170.9M | 564,599 | — | 093712107 |
| NU HLDGS LTD | ORD SHS CL A | $169.5M | 12,687,151 | — | G6683N103 |
| COHERENT CORP | COM | $166.6M | 422,328 | — | 19247G107 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $165.3M | 3,102,766 | — | V5633W109 |
| CROWDSTRIKE HLDGS INC | CL A | $158M | 207,080 | — | 22788C105 |
| EATON CORP PLC | SHS | $156.9M | 368,110 | — | G29183103 |
| WESCO INTL INC | COM | $147.4M | 426,573 | — | 95082P105 |
| NVIDIA CORPORATION | COM | $145.5M | 727,200 | Call | 67066G104 |
| APPLIED MATLS INC | COM | $144.6M | 200,000 | Put | 038222105 |
| H WORLD GROUP LTD | SPONSORED ADS | $141.8M | 3,399,365 | — | 44332N106 |
| COGNEX CORP | COM | $139.9M | 1,931,590 | — | 192422103 |
| CITIZENS FINL GROUP INC | COM | $139.4M | 1,989,191 | — | 174610105 |
| FTAI AVIATION LTD | SHS | $138.2M | 510,787 | — | G3730V105 |
| ASTERA LABS INC | COM | $132.5M | 274,306 | — | 04626A103 |
| MONGODB INC | CL A | $132.4M | 394,179 | — | 60937P106 |
| APPLE INC | COM | $130.5M | 451,000 | Call | 037833100 |
| INGERSOLL RAND INC | COM | $127.9M | 1,559,852 | — | 45687V106 |
| ASTERA LABS INC | COM | $127.4M | 263,800 | Call | 04626A103 |
| SEMTECH CORP | COM | $123.6M | 763,924 | — | 816850101 |
| SERVICENOW INC | COM | $122.3M | 1,231,729 | — | 81762P102 |
| GOLDMAN SACHS GROUP INC | COM | $121.8M | 120,468 | — | 38141G104 |
| CLOUDFLARE INC | CL A COM | $120.1M | 489,716 | — | 18915M107 |
| CSX CORP | COM | $120M | 2,524,146 | — | 126408103 |
| LUMENTUM HLDGS INC | COM | $119.9M | 139,760 | — | 55024U109 |
| GUIDEWIRE SOFTWARE INC | COM | $119.4M | 970,325 | — | 40171V100 |
| ANALOG DEVICES INC | COM | $118.3M | 297,848 | — | 032654105 |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $117.7M | 2,360,012 | — | 50077B207 |
| GE AEROSPACE | COM NEW | $115.7M | 309,500 | Put | 369604301 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | $115.6M | 30,655,509 | — | G4124C109 |
| ASTERA LABS INC | COM | $115.5M | 239,200 | Put | 04626A103 |
| TRADEWEB MKTS INC | CL A | $114.8M | 1,151,879 | — | 892672106 |
| SNOWFLAKE INC | COM SHS | $113M | 443,946 | — | 833445109 |
| MADRIGAL PHARMACEUTICALS INC | COM | $112.9M | 210,205 | — | 558868105 |
| C H ROBINSON WORLDWIDE IN | COM NEW | $112.7M | 598,130 | — | 12541W209 |
| APPLIED MATLS INC | COM | $108.1M | 149,573 | — | 038222105 |
| GOLDMAN SACHS GROUP INC | COM | $106.1M | 104,900 | Put | 38141G104 |
| COCA COLA CO | COM | $104.8M | 1,290,103 | — | 191216100 |
| VSE CORP | COM | $103.6M | 453,393 | — | 918284100 |
| TEXAS ROADHOUSE INC | COM | $103.2M | 534,098 | — | 882681109 |
| GE AEROSPACE | COM NEW | $101.5M | 271,700 | Call | 369604301 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $101M | 590,999 | — | 84615Q103 |
| ARM HOLDINGS PLC | SPONSORED ADS | $99.2M | 279,829 | — | 042068205 |
| NICE LTD | SPONSORED ADR | $97.8M | 1,076,768 | — | 653656108 |
| REDDIT INC | CL A | $96.2M | 554,277 | — | 75734B100 |
| ROCKET LAB CORP | COM | $94.8M | 932,236 | — | 773121108 |
| SPX TECHNOLOGIES INC | COM | $94.1M | 383,678 | — | 78473E103 |
| HOWMET AEROSPACE INC | COM | $92.2M | 342,762 | — | 443201108 |
| HILTON WORLDWIDE HLDGS INC | COM | $92M | 278,275 | — | 43300A203 |
| EQUINIX INC | COM | $91.4M | 87,692 | — | 29444U700 |
| BRUKER CORP | COM | $89.8M | 1,491,726 | — | 116794108 |
| AUTOZONE INC | COM | $89.7M | 28,062 | — | 053332102 |
| MSCI INC | COM | $87.7M | 156,539 | — | 55354G100 |
| ROCKWELL AUTOMATION INC | COM | $87.6M | 176,879 | — | 773903109 |
| TWILIO INC | CL A | $85.4M | 413,729 | — | 90138F102 |
| UNITEDHEALTH GROUP INC | COM | $85.1M | 204,738 | — | 91324P102 |
| GALLAGHER ARTHUR J & CO | COM | $83.3M | 362,658 | — | 363576109 |
| CRH PLC | ORD | $82.7M | 772,787 | — | G25508105 |
| MEDLINE INC | COM CL A | $79.1M | 2,006,502 | — | 58507V107 |
| CITIGROUP INC | COM NEW | $78.3M | 559,600 | Put | 172967424 |
| ONTO INNOVATION INC | COM | $75.9M | 200,459 | — | 683344105 |
| WAYSTAR HLDG CORP | COM | $75.5M | 3,679,251 | — | 946784105 |
| APPLIED INDL TECHNOLOGIES IN | COM | $75.4M | 223,025 | — | 03820C105 |
| RADWARE LTD | ORD | $73.3M | 2,374,480 | — | M81873107 |
| AGILYSYS INC | COM | $72.4M | 692,735 | — | 00847J105 |
| HDFC BANK LTD | SPONSORED ADS | $71.9M | 2,784,047 | — | 40415F101 |
| AMETEK INC | COM | $70.9M | 293,159 | — | 031100100 |
| HEXCEL CORP NEW | COM | $70.5M | 704,134 | — | 428291108 |
| ASTRAZENECA PLC | ORD | $69.8M | 368,074 | — | G0593M107 |
| COINBASE GLOBAL INC | COM CL A | $68.1M | 466,035 | — | 19260Q107 |
| CATERPILLAR INC | COM | $66.7M | 62,605 | — | 149123101 |
| FLOWSERVE CORP | COM | $66.3M | 893,387 | — | 34354P105 |
| KANZHUN LIMITED | SPONSORED ADS | $63M | 4,893,717 | — | 48553T106 |
| SOLAREDGE TECHNOLOGIES INC | COM | $62.7M | 1,073,197 | — | 83417M104 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $62.4M | 649,846 | — | 01609W102 |
| CATERPILLAR INC | COM | $60.4M | 56,700 | Put | 149123101 |
| ARAMARK | COM | $59.6M | 1,047,943 | — | 03852U106 |
| LOAR HOLDINGS INC | COM SHS | $59.5M | 737,570 | — | 53947R105 |
| SNAP ON INC | COM | $59M | 146,622 | — | 833034101 |
| MURPHY USA INC | COM | $58.8M | 109,091 | — | 626755102 |
| NOVANTA INC | COM | $57.7M | 355,774 | — | 67000B104 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | $57.2M | 896,942 | — | 92837L109 |
| ANGLOGOLD ASHANTI PLC | COM SHS | $56M | 692,558 | — | G0378L100 |
| VIRTU FINL INC | CL A | $52.3M | 877,357 | — | 928254101 |
| COPA HOLDINGS SA | CL A | $51.5M | 330,738 | — | P31076105 |
| CADENCE DESIGN SYSTEM INC | COM | $51.2M | 136,465 | — | 127387108 |
| EVERPURE INC | CL A | $50M | 634,303 | — | 74624M102 |
| KORNIT DIGITAL LTD | SHS | $48.6M | 2,989,201 | — | M6372Q113 |
| CELCUITY INC | COM | $48.3M | 461,591 | — | 15102K100 |
| CELLEBRITE DI LTD | ORDINARY SHARES | $47.7M | 3,266,753 | — | M2197Q107 |
| STEVANATO GROUP S P A | ORD SHS | $47M | 2,601,598 | — | T9224W109 |
| MDA SPACE LTD | COM | $46.3M | 1,120,700 | — | 55293N109 |
| MERCURY SYS INC | COM | $45.6M | 372,818 | — | 589378108 |
| MASTERCARD INCORPORATED | CL A | $45.1M | 87,821 | — | 57636Q104 |
| LEGEND BIOTECH CORP | SPONSORED ADS | $45M | 1,559,441 | — | 52490G102 |
| LAMAR ADVERTISING CO | CL A | $44.9M | 287,610 | — | 512816109 |
| ALKERMES PLC | SHS | $43.5M | 831,006 | — | G01767105 |
| WARBY PARKER INC | CL A COM | $43.3M | 1,427,938 | — | 93403J106 |
| GLAUKOS CORP | COM | $43.2M | 309,266 | — | 377322102 |
| NLIGHT INC | COM | $42.3M | 607,690 | — | 65487K100 |
| KASPI KZ JSC | SPONSORED ADS | $40.8M | 471,473 | — | 48581R205 |
| INSULET CORP | COM | $39.6M | 260,245 | — | 45784P101 |
| RHYTHM PHARMACEUTICALS INC | COM | $39.4M | 354,816 | — | 76243J105 |
| FIRST CTZNS BANCSHARES INC D | CL A | $38.4M | 18,449 | — | 31946M103 |
| CREDICORP LTD | COM | $38M | 97,455 | — | G2519Y108 |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | $37.9M | 3,620,422 | — | 53229C107 |
| KODIAK SCIENCES INC | COM | $37.7M | 968,037 | — | 50015M109 |
| FERRARI N V | COM | $37.2M | 99,973 | — | N3167Y103 |
| NETFLIX INC. | COM | $36.9M | 517,119 | — | 64110L106 |
| U HAUL HOLDING COMPANY | COM SER N | $35.9M | 622,578 | — | 023586506 |
| CIRCLE INTERNET GROUP INC | COM CL A | $35.3M | 563,731 | — | 172573107 |
| FRESHPET INC | COM | $35M | 592,725 | — | 358039105 |
| HEALTHEQUITY INC | COM | $34.7M | 384,107 | — | 42226A107 |
| OGE ENERGY CORP | COM | $34.3M | 704,456 | — | 670837103 |
| GLOBE LIFE INC | COM | $34M | 190,108 | — | 37959E102 |
| ACADIA PHARMACEUTICALS INC | COM | $33.5M | 1,325,134 | — | 004225108 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-13