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| Name: |
ARTISAN PARTNERS LIMITED PARTNERSHIP |
| City: |
MILWAUKEE |
| State: |
WI |
| Zip: |
53202 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ACGL |
Arch Capital Group Ltd |
1 |
- |
$101.65 |
$2,282,443,000 |
24,691,077 |
3.33% |
433,547,000 |
-203,172 |
6.082 |
Property & Casualty I... |
|
|
GOOGL |
Alphabet Inc |
2 |
- |
$177.85 |
$1,742,552,000 |
11,545,431 |
2.54% |
107,278,000 |
-161,021 |
0.193 |
Search Engines & Info... |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$183.15 |
$1,495,059,000 |
8,288,383 |
2.18% |
347,742,000 |
737,263 |
0.081 |
Internet Software & S... |
|
|
CMG |
Chipotle Mexican Grill Inc |
4 |
- |
$3,172.80 |
$1,346,358,000 |
463,180 |
1.96% |
238,161,000 |
-21,392 |
1.655 |
Restaurants |
|
|
FB |
Meta Platforms Inc |
5 |
- |
$464.63 |
$1,340,563,000 |
2,760,746 |
1.95% |
82,888,000 |
-792,409 |
0.115 |
Internet Service Prov... |
|
|
ARGX |
Argenx Se |
6 |
- |
$356.66 |
$1,255,809,000 |
3,189,600 |
1.83% |
48,143,000 |
15,123 |
6.785 |
N/A |
|
|
ANTM |
Anthem Inc |
7 |
- |
$545.61 |
$1,230,116,000 |
2,372,269 |
1.79% |
139,561,000 |
59,616 |
0.943 |
N/A |
|
|
VEEV |
Veeva Systems Inc |
8 |
- |
$209.24 |
$1,216,611,000 |
5,251,029 |
1.77% |
-50,431,000 |
-1,330,324 |
3.89 |
Healthcare Informatio... |
|
|
LIN |
Linde Plc |
9 |
- |
$435.04 |
$1,210,843,000 |
2,607,777 |
1.76% |
32,519,000 |
-261,215 |
0.527 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
10 |
- |
$414.37 |
$1,182,365,000 |
2,811,673 |
1.72% |
179,211,000 |
-962 |
0.201 |
Property & Casualty I... |
|
|
AMD |
Advanced Micro Devices Inc |
11 |
- |
$164.66 |
$1,141,978,000 |
6,327,100 |
1.66% |
-180,489,000 |
-2,644,250 |
0.526 |
Semiconductor- Broad... |
|
|
BSX |
Boston Scientific Corp |
12 |
- |
$75.67 |
$1,107,998,000 |
16,177,510 |
1.61% |
115,404,000 |
-992,428 |
1.131 |
Medical Instruments &... |
|
|
AXP |
American Express Co |
13 |
- |
$243.08 |
$1,103,479,000 |
4,846,409 |
1.61% |
193,904,000 |
-8,802 |
0.602 |
Credit Services |
|
|
PGR |
Progressive Corp |
14 |
- |
$209.38 |
$1,088,201,000 |
5,261,583 |
1.59% |
167,784,000 |
-517,027 |
0.898 |
Property & Casualty I... |
|
|
GRMN |
Garmin Ltd |
15 |
- |
$170.73 |
$1,086,573,000 |
7,298,804 |
1.58% |
146,931,000 |
-11,308 |
3.817 |
Scientific & Technica... |
|
|
BK |
Bank of New York Mellon Corp |
16 |
- |
$59.08 |
$996,844,000 |
17,300,308 |
1.45% |
-33,410,000 |
-2,493,231 |
1.952 |
Domestic Money Center... |
|
|
TEAM |
Atlassian Corporation Plc |
17 |
- |
$178.05 |
$985,827,000 |
5,052,671 |
1.44% |
-434,901,000 |
-920,287 |
3.366 |
N/A |
|
|
WLTW |
Willis Towers Watson Public... |
18 |
- |
$253.89 |
$980,929,000 |
3,567,016 |
1.43% |
-109,720,000 |
-954,744 |
2.767 |
Insurance Brokers |
|
|
IR |
Ingersoll Rand Inc |
19 |
- |
$95.20 |
$970,340,000 |
10,219,489 |
1.41% |
38,562,000 |
-1,828,326 |
2.447 |
N/A |
|
|
NFLX |
Netflix Inc |
20 |
- |
$650.61 |
$944,834,000 |
1,555,718 |
1.38% |
56,319,000 |
-269,198 |
0.352 |
Music & Video Stores |
|
|
SCHW |
Charles Schwab Corp |
21 |
- |
$78.90 |
$939,906,000 |
12,992,898 |
1.37% |
310,966,000 |
3,851,328 |
0.723 |
Investment Brokerage ... |
|
|
MSFT |
Microsoft Corp |
22 |
- |
$429.04 |
$917,754,000 |
2,181,389 |
1.34% |
117,984,000 |
54,568 |
0.029 |
Application Software |
|
|
SU |
Suncor Energy Inc (USA) |
23 |
- |
$41.05 |
$899,824,000 |
24,371,219 |
1.31% |
242,052,000 |
3,840,225 |
1.593 |
Oil & Gas Refining, P... |
|
|
ASND |
Ascendis Pharma AS |
24 |
- |
$122.85 |
$857,426,000 |
5,671,934 |
1.25% |
133,311,000 |
-77,293 |
8.776 |
N/A |
|
|
WST |
West Pharmaceutical Service... |
25 |
- |
$337.01 |
$817,749,000 |
2,066,537 |
1.19% |
127,219,000 |
105,474 |
2.795 |
Rubber & Plastics |
|
|
DXCM |
DexCom Inc |
26 |
- |
$130.84 |
$800,177,000 |
5,769,119 |
1.17% |
68,008,000 |
-131,189 |
1.481 |
Medical Instruments &... |
|
|
INTU |
Intuit Inc |
27 |
- |
$667.82 |
$781,379,000 |
1,202,122 |
1.14% |
-9,603,000 |
-63,389 |
0.459 |
Application Software |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
28 |
- |
$153.67 |
$770,112,000 |
5,660,510 |
1.12% |
398,450,000 |
2,086,840 |
0.109 |
Semiconductor - Integ... |
|
|
MMC |
Marsh & McLennan Companies Inc |
29 |
- |
$209.93 |
$710,296,000 |
3,448,374 |
1.03% |
56,537,000 |
-2,087 |
0.68 |
Insurance Brokers |
|
|
C |
Citigroup Inc |
30 |
- |
$64.74 |
$708,167,000 |
11,198,082 |
1.03% |
131,350,000 |
-15,315 |
0.538 |
Domestic Money Center... |
|
|
LSCC |
Lattice Semiconductor Corp |
31 |
- |
$73.29 |
$668,926,000 |
8,550,766 |
0.97% |
10,428,000 |
-994,069 |
5.632 |
Semiconductor - Speci... |
|
|
PWR |
Quanta Services Inc |
32 |
- |
$272.05 |
$664,367,000 |
2,557,223 |
0.97% |
138,106,000 |
118,570 |
1.842 |
General Contractors |
|
|
NU |
Nu Holdings Ord Shs Class A |
33 |
- |
$0.00 |
$637,345,000 |
53,423,699 |
0.93% |
186,472,000 |
-702,703 |
1.542 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
34 |
- |
$316.99 |
$619,462,000 |
2,136,223 |
0.9% |
84,126,000 |
-136,868 |
0.694 |
Diversified Computer ... |
|
|
CSGP |
CoStar Group Inc |
35 |
- |
$86.85 |
$550,912,000 |
5,703,020 |
0.8% |
101,902,000 |
565,016 |
1.402 |
Business Software & S... |
|
|
XYL |
Xylem Inc. |
36 |
- |
$145.95 |
$535,730,000 |
4,145,233 |
0.78% |
348,523,000 |
2,508,238 |
1.716 |
Diversified Machinery |
|
|
EXPE |
Expedia Inc |
37 |
- |
$111.71 |
$535,455,000 |
3,887,153 |
0.78% |
-75,817,000 |
-139,934 |
2.587 |
Internet Service Prov... |
|
|
ON |
On Semiconductor Corp |
38 |
- |
$72.82 |
$524,427,000 |
7,130,206 |
0.76% |
-96,084,000 |
-298,391 |
1.562 |
Semiconductor- Broad... |
|
|
CP |
Canadian Pacific Railway Li... |
39 |
- |
$81.21 |
$514,380,000 |
5,831,960 |
0.75% |
26,721,000 |
-331,898 |
0.627 |
Railroads |
|
|
DHR |
Danaher Corp |
40 |
- |
$266.55 |
$513,954,000 |
2,058,121 |
0.75% |
86,709,000 |
211,294 |
0.29 |
General Building Mate... |
|
|
SHOP |
Shopify Inc |
41 |
- |
$57.02 |
$503,518,000 |
6,524,788 |
0.73% |
3,703,000 |
108,673 |
0.548 |
N/A |
|
|
SWAV |
Shockwave Medical, Inc. |
42 |
- |
$329.64 |
$498,166,000 |
1,529,853 |
0.73% |
213,185,000 |
34,361 |
4.145 |
N/A |
|
|
LRCX |
Lam Research Corp |
43 |
- |
$964.00 |
$486,112,000 |
500,337 |
0.71% |
43,576,000 |
-64,655 |
0.347 |
Semiconductor Equipme... |
|
|
SAIA |
Saia Inc |
44 |
- |
$379.52 |
$469,552,000 |
802,653 |
0.68% |
111,346,000 |
-14,758 |
2.416 |
Trucking |
|
|
TYL |
Tyler Technologies Inc |
45 |
- |
$495.98 |
$460,230,000 |
1,082,868 |
0.67% |
91,312,000 |
200,543 |
2.691 |
Information Technolog... |
|
|
HSIC |
Henry Schein Inc |
46 |
- |
$73.25 |
$458,238,000 |
6,067,774 |
0.67% |
436,062,000 |
5,774,863 |
4.25 |
Medical Equipment Who... |
|
|
SPGI |
S&P Global Inc |
47 |
- |
$439.87 |
$435,707,000 |
1,024,108 |
0.63% |
-182,662,000 |
-379,618 |
0.307 |
Publishing |
|
|
SPOT |
Spotify Technology SA |
48 |
- |
$304.93 |
$427,161,000 |
1,618,649 |
0.62% |
163,935,000 |
217,838 |
0.865 |
N/A |
|
|
CNHI |
Cnh Industrial Nv |
49 |
- |
$10.99 |
$422,043,000 |
32,565,053 |
0.61% |
37,730,000 |
1,012,224 |
2.412 |
N/A |
|
|
ABNB |
Airbnb, Inc. |
50 |
- |
$144.10 |
$413,716,000 |
2,507,975 |
0.6% |
195,000 |
-529,497 |
0.723 |
N/A |
|
|
V |
Visa Inc |
51 |
- |
$275.95 |
$408,166,000 |
1,462,540 |
0.59% |
13,882,000 |
-51,897 |
0.087 |
Business Services |
|
|
WDAY |
Workday, Inc. |
52 |
- |
$258.86 |
$399,829,000 |
1,465,917 |
0.58% |
-17,509,000 |
-45,847 |
0.726 |
Application Software |
|
|
NOK |
Nokia Corporation (ADR) |
53 |
- |
$3.84 |
$380,965,000 |
107,617,285 |
0.56% |
15,813,000 |
847,603 |
19.149 |
Communication Equipment |
|
|
HUBS |
Hubspot Inc |
54 |
- |
$0.00 |
$377,442,000 |
602,403 |
0.55% |
-6,103,000 |
-58,267 |
1.313 |
N/A |
|
|
NICE |
NICE Systems Ltd (ADR) |
55 |
- |
$199.85 |
$368,388,000 |
1,413,506 |
0.54% |
88,419,000 |
10,222 |
2.253 |
Computer Peripherals |
|
|
TREX |
Trex Co Inc |
56 |
- |
$87.95 |
$351,745,000 |
3,526,268 |
0.51% |
12,107,000 |
-576,134 |
3.045 |
General Building Mate... |
|
|
ST |
Sensata Technologies Holdin... |
57 |
- |
$42.56 |
$347,237,000 |
9,451,189 |
0.51% |
-4,153,000 |
98,252 |
6.008 |
Technical & System So... |
|
|
NVDA |
NVIDIA Corporation |
58 |
- |
$953.86 |
$344,245,000 |
380,987 |
0.5% |
103,812,000 |
-104,521 |
0.015 |
Semiconductor - Speci... |
|
|
SNPS |
Synopsys Inc |
59 |
- |
$571.53 |
$319,396,000 |
558,873 |
0.47% |
3,872,000 |
-53,903 |
0.368 |
Technical & System So... |
|
|
CRHCF |
CRH Plc |
60 |
- |
$81.11 |
$317,475,000 |
3,680,447 |
0.46% |
121,994,000 |
853,946 |
0 |
N/A |
|
|
ETN |
Eaton Corp |
61 |
- |
$336.73 |
$316,705,000 |
1,012,873 |
0.46% |
83,007,000 |
42,447 |
0.254 |
Diversified Machinery |
|
|
LUV |
Southwest Airlines Co |
62 |
- |
$27.97 |
$314,594,000 |
10,777,472 |
0.46% |
2,960,000 |
-13,182 |
1.826 |
Regional Airlines |
|
|
AER |
Aercap Holdings (NV) |
63 |
- |
$91.69 |
$295,226,000 |
3,396,919 |
0.43% |
157,814,000 |
1,548,001 |
1.387 |
Rental & Leasing Serv... |
|
|
TW |
Tradeweb Markets Inc. |
64 |
- |
$111.29 |
$283,935,000 |
2,725,692 |
0.41% |
35,150,000 |
-11,818 |
2.355 |
N/A |
|
|
FTV |
Fortive Corp |
65 |
- |
$77.10 |
$277,295,000 |
3,223,612 |
0.4% |
38,493,000 |
-19,659 |
0.899 |
N/A |
|
|
BSY |
Bentley Systems Inc |
66 |
- |
$56.72 |
$275,873,000 |
5,282,908 |
0.4% |
-1,897,000 |
-40,398 |
2.032 |
N/A |
|
|
MPWR |
Monolithic Power Systems Inc |
67 |
- |
$756.74 |
$262,301,000 |
387,206 |
0.38% |
-185,521,000 |
-322,744 |
0.782 |
Semiconductor - Speci... |
|
|
MELI |
Mercadolibre Inc |
68 |
- |
$1,772.07 |
$260,474,000 |
172,276 |
0.38% |
35,758,000 |
29,285 |
0.345 |
Business Services |
|
|
CDAY |
Ceridian Hcm Holding Inc |
69 |
- |
$61.05 |
$254,337,000 |
3,841,371 |
0.37% |
-52,955,000 |
-736,876 |
2.23 |
N/A |
|
|
LYV |
Live Nation Inc |
70 |
- |
$101.98 |
$249,798,000 |
2,361,706 |
0.36% |
44,654,000 |
169,994 |
1.08 |
Business Services |
|
|
IRTC |
Irhythm Technologies, Inc. |
71 |
- |
$91.50 |
$248,813,000 |
2,144,942 |
0.36% |
27,080,000 |
73,442 |
6.107 |
N/A |
|
|
CNI |
Canadian National Railway (... |
72 |
- |
$126.69 |
$239,043,000 |
1,814,500 |
0.35% |
-79,931,000 |
-723,100 |
0.255 |
Railroads |
|
|
HUBB |
Hubbell Inc |
73 |
- |
$404.00 |
$238,875,000 |
575,533 |
0.35% |
61,163,000 |
35,261 |
1.061 |
Electronics Wholesale |
|
|
CELH |
Celsius Holdings Inc |
74 |
- |
$95.96 |
$236,999,000 |
2,858,161 |
0.35% |
135,883,000 |
1,003,500 |
1.234 |
Beverage Soft Drinks... |
|
|
DDOG |
Datadog, Inc. |
75 |
- |
$0.00 |
$235,457,000 |
1,904,991 |
0.34% |
-21,028,000 |
-208,086 |
0.741 |
N/A |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
76 |
- |
$442.00 |
$231,110,000 |
552,882 |
0.34% |
-3,465,000 |
-23,625 |
0.213 |
Drug Manufacturers - ... |
|
|
ECL |
Ecolab Inc |
77 |
- |
$235.00 |
$230,050,000 |
996,320 |
0.34% |
161,519,000 |
650,817 |
0.349 |
Cleaning Products |
|
|
SE |
Sea Limited |
78 |
- |
$73.26 |
$220,159,000 |
4,099,040 |
0.32% |
52,818,000 |
-32,840 |
1.222 |
N/A |
|
|
EXAS |
Exact Sciences Corp |
79 |
- |
$53.52 |
$214,910,000 |
3,111,931 |
0.31% |
-115,801,000 |
-1,358,347 |
1.751 |
Biotechnology |
|
|
JBL |
Jabil Circuit Inc |
80 |
- |
$117.79 |
$214,719,000 |
1,602,975 |
0.31% |
44,059,000 |
263,416 |
1.072 |
Printed Circuit Boards |
|
|
MMYT |
MakeMyTrip Ltd |
81 |
- |
$81.73 |
$212,805,000 |
2,995,140 |
0.31% |
50,480,000 |
-460,056 |
4.71 |
Entertainment - Diver... |
|
|
LBTYA |
Liberty Global Inc |
82 |
- |
$17.01 |
$208,864,000 |
12,344,213 |
0.3% |
-42,429,000 |
-1,797,184 |
6.773 |
CATV Systems |
|
|
RGEN |
Repligen Corp |
83 |
- |
$166.90 |
$206,106,000 |
1,120,626 |
0.3% |
-67,683,000 |
-402,117 |
1.825 |
Biotechnology |
|
|
EFX |
Equifax Inc |
84 |
- |
$238.05 |
$197,952,000 |
739,953 |
0.29% |
71,158,000 |
227,219 |
0.608 |
Business Services |
|
|
MTSI |
MA Com Technology Solutions... |
85 |
- |
$92.81 |
$194,623,000 |
2,034,952 |
0.28% |
93,061,000 |
942,296 |
3.042 |
N/A |
|
|
AJG |
Arthur J Gallagher & Co |
86 |
- |
$257.84 |
$192,536,000 |
770,021 |
0.28% |
1,906,000 |
-77,677 |
0.325 |
Insurance Brokers |
|
|
GOOG |
Alphabet Inc |
87 |
- |
$179.54 |
$190,848,000 |
1,253,438 |
0.28% |
13,936,000 |
-1,877 |
0.021 |
Search Engines & Info... |
|
|
DPZ |
Dominos Pizza Inc |
88 |
- |
$513.72 |
$189,360,000 |
381,099 |
0.28% |
69,883,000 |
91,268 |
0.967 |
Food Wholesale |
|
|
WING |
Wingstop Inc. |
89 |
- |
$380.34 |
$188,681,000 |
514,959 |
0.27% |
-48,431,000 |
-409,165 |
1.541 |
N/A |
|
|
BAX |
Baxter International Inc |
90 |
- |
$40.93 |
$188,586,000 |
4,412,404 |
0.27% |
28,993,000 |
284,299 |
0.864 |
Medical Instruments &... |
|
|
VIV |
Telecomunicacoes de Sao Pau... |
91 |
- |
$8.84 |
$182,915,000 |
18,164,383 |
0.27% |
-15,850,000 |
-4,277 |
1.075 |
Telecom Services - Fo... |
|
|
DASH |
Doordash Inc |
92 |
New |
$112.82 |
$181,405,000 |
1,317,200 |
0.26% |
181,405,000 |
1,317,200 |
0.366 |
N/A |
|
|
NVR |
NVR Inc |
93 |
- |
$7,620.22 |
$179,690,000 |
22,184 |
0.26% |
86,283,000 |
8,841 |
0.512 |
Residential Construct... |
|
|
GWRE |
Guidewire Software, Inc. |
94 |
- |
$123.40 |
$175,225,000 |
1,501,371 |
0.26% |
7,015,000 |
-41,273 |
1.792 |
Business Software & S... |
|
|
ASML |
ASML Holding N.V. (ADR) |
95 |
- |
$0.00 |
$167,582,000 |
172,681 |
0.24% |
45,552,000 |
11,462 |
0.039 |
Semiconductor Equipme... |
|
|
RBLX |
Roblox Corp |
96 |
- |
$0.00 |
$164,863,000 |
4,318,059 |
0.24% |
-10,553,000 |
481,313 |
0.875 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
97 |
- |
$349.32 |
$163,847,000 |
511,079 |
0.24% |
41,073,000 |
30,216 |
0.277 |
N/A |
|
|
CAE |
CAE Inc (USA) |
98 |
- |
$19.83 |
$161,081,000 |
7,799,227 |
0.23% |
-8,983,000 |
-79,059 |
2.934 |
Aerospace/Defense Pro... |
|
|
TWST |
Twist Bioscience Corp |
99 |
- |
$0.00 |
$159,252,000 |
4,641,574 |
0.23% |
22,011,000 |
918,269 |
6.69 |
N/A |
|
|
FIVE |
Five Below, Inc |
100 |
- |
$132.00 |
$157,630,000 |
869,060 |
0.23% |
-87,710,000 |
-281,905 |
1.396 |
Specialty Retail, Other |
|
