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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 |
- |
$97.26 |
$2,282,443,000 |
24,691,077 |
3.33% |
433,547,000 |
-203,172 |
6.082 |
Property & Casualty I... |
|
|
GOOGL |
Alphabet Inc |
2 |
- |
$176.79 |
$1,742,552,000 |
11,545,431 |
2.54% |
107,278,000 |
-161,021 |
0.193 |
Search Engines & Info... |
|
|
CMG |
Chipotle Mexican Grill Inc |
4 |
- |
$3,271.71 |
$1,346,358,000 |
463,180 |
1.96% |
238,161,000 |
-21,392 |
1.655 |
Restaurants |
|
|
FB |
Meta Platforms Inc |
5 |
- |
$504.16 |
$1,340,563,000 |
2,760,746 |
1.95% |
82,888,000 |
-792,409 |
0.115 |
Internet Service Prov... |
|
|
VEEV |
Veeva Systems Inc |
8 |
- |
$184.70 |
$1,216,611,000 |
5,251,029 |
1.77% |
-50,431,000 |
-1,330,324 |
3.89 |
Healthcare Informatio... |
|
|
LIN |
Linde Plc |
9 |
- |
$436.95 |
$1,210,843,000 |
2,607,777 |
1.76% |
32,519,000 |
-261,215 |
0.527 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
10 |
- |
$405.54 |
$1,182,365,000 |
2,811,673 |
1.72% |
179,211,000 |
-962 |
0.201 |
Property & Casualty I... |
|
|
AMD |
Advanced Micro Devices Inc |
11 |
- |
$159.63 |
$1,141,978,000 |
6,327,100 |
1.66% |
-180,489,000 |
-2,644,250 |
0.526 |
Semiconductor- Broad... |
|
|
BSX |
Boston Scientific Corp |
12 |
- |
$76.76 |
$1,107,998,000 |
16,177,510 |
1.61% |
115,404,000 |
-992,428 |
1.131 |
Medical Instruments &... |
|
|
AXP |
American Express Co |
13 |
- |
$224.82 |
$1,103,479,000 |
4,846,409 |
1.61% |
193,904,000 |
-8,802 |
0.602 |
Credit Services |
|
|
PGR |
Progressive Corp |
14 |
- |
$203.92 |
$1,088,201,000 |
5,261,583 |
1.59% |
167,784,000 |
-517,027 |
0.898 |
Property & Casualty I... |
|
|
GRMN |
Garmin Ltd |
15 |
- |
$159.53 |
$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 |
- |
$58.02 |
$996,844,000 |
17,300,308 |
1.45% |
-33,410,000 |
-2,493,231 |
1.952 |
Domestic Money Center... |
|
|
TEAM |
Atlassian Corporation Plc |
17 |
- |
$160.09 |
$985,827,000 |
5,052,671 |
1.44% |
-434,901,000 |
-920,287 |
3.366 |
N/A |
|
|
WLTW |
Willis Towers Watson Public... |
18 |
- |
$255.28 |
$980,929,000 |
3,567,016 |
1.43% |
-109,720,000 |
-954,744 |
2.767 |
Insurance Brokers |
|
|
IR |
Ingersoll Rand Inc |
19 |
- |
$91.46 |
$970,340,000 |
10,219,489 |
1.41% |
38,562,000 |
-1,828,326 |
2.447 |
N/A |
|
|
NFLX |
Netflix Inc |
20 |
- |
$669.38 |
$944,834,000 |
1,555,718 |
1.38% |
56,319,000 |
-269,198 |
0.352 |
Music & Video Stores |
|
|
ASND |
Ascendis Pharma AS |
24 |
- |
$127.64 |
$857,426,000 |
5,671,934 |
1.25% |
133,311,000 |
-77,293 |
8.776 |
N/A |
|
|
DXCM |
DexCom Inc |
26 |
- |
$115.95 |
$800,177,000 |
5,769,119 |
1.17% |
68,008,000 |
-131,189 |
1.481 |
Medical Instruments &... |
|
|
INTU |
Intuit Inc |
27 |
- |
$595.70 |
$781,379,000 |
1,202,122 |
1.14% |
-9,603,000 |
-63,389 |
0.459 |
Application Software |
|
|
MMC |
Marsh & McLennan Companies Inc |
29 |
- |
$208.88 |
$710,296,000 |
3,448,374 |
1.03% |
56,537,000 |
-2,087 |
0.68 |
Insurance Brokers |
|
|
C |
Citigroup Inc |
30 |
- |
$59.33 |
$708,167,000 |
11,198,082 |
1.03% |
131,350,000 |
-15,315 |
0.538 |
Domestic Money Center... |
|
|
LSCC |
Lattice Semiconductor Corp |
31 |
- |
$60.22 |
$668,926,000 |
8,550,766 |
0.97% |
10,428,000 |
-994,069 |
5.632 |
Semiconductor - Speci... |
|
|
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 |
- |
$328.50 |
$619,462,000 |
2,136,223 |
0.9% |
84,126,000 |
-136,868 |
0.694 |
Diversified Computer ... |
|
|
EXPE |
Expedia Inc |
37 |
- |
$124.61 |
$535,455,000 |
3,887,153 |
0.78% |
-75,817,000 |
-139,934 |
2.587 |
Internet Service Prov... |
|
|
ON |
On Semiconductor Corp |
38 |
- |
$71.97 |
$524,427,000 |
7,130,206 |
0.76% |
-96,084,000 |
-298,391 |
1.562 |
Semiconductor- Broad... |
|
|
CP |
Canadian Pacific Railway Li... |
39 |
- |
$76.93 |
$514,380,000 |
5,831,960 |
0.75% |
26,721,000 |
-331,898 |
0.627 |
Railroads |
|
|
LRCX |
Lam Research Corp |
43 |
- |
$1,035.98 |
$486,112,000 |
500,337 |
0.71% |
43,576,000 |
-64,655 |
0.347 |
Semiconductor Equipme... |
|
|
SAIA |
Saia Inc |
44 |
- |
$452.74 |
$469,552,000 |
802,653 |
0.68% |
111,346,000 |
-14,758 |
2.416 |
Trucking |
|
|
SPGI |
S&P Global Inc |
47 |
- |
$434.40 |
$435,707,000 |
1,024,108 |
0.63% |
-182,662,000 |
-379,618 |
0.307 |
Publishing |
|
|
ABNB |
Airbnb, Inc. |
50 |
- |
$145.97 |
$413,716,000 |
2,507,975 |
0.6% |
195,000 |
-529,497 |
0.723 |
N/A |
|
|
V |
Visa Inc |
51 |
- |
$270.66 |
$408,166,000 |
1,462,540 |
0.59% |
13,882,000 |
-51,897 |
0.087 |
Business Services |
|
|
WDAY |
Workday, Inc. |
52 |
- |
$209.48 |
$399,829,000 |
1,465,917 |
0.58% |
-17,509,000 |
-45,847 |
0.726 |
Application Software |
|
|
HUBS |
Hubspot Inc |
54 |
- |
$0.00 |
$377,442,000 |
602,403 |
0.55% |
-6,103,000 |
-58,267 |
1.313 |
N/A |
|
|
TREX |
Trex Co Inc |
56 |
- |
$84.48 |
$351,745,000 |
3,526,268 |
0.51% |
12,107,000 |
-576,134 |
3.045 |
General Building Mate... |
|
|
NVDA |
NVIDIA Corporation |
58 |
- |
$131.88 |
$344,245,000 |
380,987 |
0.5% |
103,812,000 |
-104,521 |
0.015 |
Semiconductor - Speci... |
|
|
SNPS |
Synopsys Inc |
59 |
- |
$590.21 |
$319,396,000 |
558,873 |
0.47% |
3,872,000 |
-53,903 |
0.368 |
Technical & System So... |
|
|
LUV |
Southwest Airlines Co |
62 |
- |
$28.38 |
$314,594,000 |
10,777,472 |
0.46% |
2,960,000 |
-13,182 |
1.826 |
Regional Airlines |
|
|
TW |
Tradeweb Markets Inc. |
64 |
- |
$104.31 |
$283,935,000 |
2,725,692 |
0.41% |
35,150,000 |
-11,818 |
2.355 |
N/A |
|
|
FTV |
Fortive Corp |
65 |
- |
$72.73 |
$277,295,000 |
3,223,612 |
0.4% |
38,493,000 |
-19,659 |
0.899 |
N/A |
|
|
BSY |
Bentley Systems Inc |
66 |
- |
$50.19 |
$275,873,000 |
5,282,908 |
0.4% |
-1,897,000 |
-40,398 |
2.032 |
N/A |
|
|
MPWR |
Monolithic Power Systems Inc |
67 |
- |
$806.57 |
$262,301,000 |
387,206 |
0.38% |
-185,521,000 |
-322,744 |
0.782 |
Semiconductor - Speci... |
|
|
CDAY |
Ceridian Hcm Holding Inc |
69 |
- |
$50.49 |
$254,337,000 |
3,841,371 |
0.37% |
-52,955,000 |
-736,876 |
2.23 |
N/A |
|
|
CNI |
Canadian National Railway (... |
72 |
- |
$121.84 |
$239,043,000 |
1,814,500 |
0.35% |
-79,931,000 |
-723,100 |
0.255 |
Railroads |
|
|
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 |
- |
$480.73 |
$231,110,000 |
552,882 |
0.34% |
-3,465,000 |
-23,625 |
0.213 |
Drug Manufacturers - ... |
|
|
SE |
Sea Limited |
78 |
- |
$74.42 |
$220,159,000 |
4,099,040 |
0.32% |
52,818,000 |
-32,840 |
1.222 |
N/A |
|
|
EXAS |
Exact Sciences Corp |
79 |
- |
$41.88 |
$214,910,000 |
3,111,931 |
0.31% |
-115,801,000 |
-1,358,347 |
1.751 |
Biotechnology |
|
|
MMYT |
MakeMyTrip Ltd |
81 |
- |
$76.44 |
$212,805,000 |
2,995,140 |
0.31% |
50,480,000 |
-460,056 |
4.71 |
Entertainment - Diver... |
|
|
LBTYA |
Liberty Global Inc |
82 |
- |
$17.53 |
$208,864,000 |
12,344,213 |
0.3% |
-42,429,000 |
-1,797,184 |
6.773 |
CATV Systems |
|
|
RGEN |
Repligen Corp |
83 |
- |
$125.62 |
$206,106,000 |
1,120,626 |
0.3% |
-67,683,000 |
-402,117 |
1.825 |
Biotechnology |
|
|
AJG |
Arthur J Gallagher & Co |
86 |
- |
$258.24 |
$192,536,000 |
770,021 |
0.28% |
1,906,000 |
-77,677 |
0.325 |
Insurance Brokers |
|
|
GOOG |
Alphabet Inc |
87 |
- |
$178.37 |
$190,848,000 |
1,253,438 |
0.28% |
13,936,000 |
-1,877 |
0.021 |
Search Engines & Info... |
|
|
WING |
Wingstop Inc. |
89 |
- |
$398.79 |
$188,681,000 |
514,959 |
0.27% |
-48,431,000 |
-409,165 |
1.541 |
N/A |
|
|
VIV |
Telecomunicacoes de Sao Pau... |
91 |
- |
$8.35 |
$182,915,000 |
18,164,383 |
0.27% |
-15,850,000 |
-4,277 |
1.075 |
Telecom Services - Fo... |
|
|
GWRE |
Guidewire Software, Inc. |
94 |
- |
$133.13 |
$175,225,000 |
1,501,371 |
0.26% |
7,015,000 |
-41,273 |
1.792 |
Business Software & S... |
|
|
CAE |
CAE Inc (USA) |
98 |
- |
$18.03 |
$161,081,000 |
7,799,227 |
0.23% |
-8,983,000 |
-79,059 |
2.934 |
Aerospace/Defense Pro... |
|
|
FIVE |
Five Below, Inc |
100 |
- |
$112.88 |
$157,630,000 |
869,060 |
0.23% |
-87,710,000 |
-281,905 |
1.396 |
Specialty Retail, Other |
|
|
GPN |
Global Payments Inc |
101 |
- |
$127.47 |
$157,545,000 |
1,178,703 |
0.23% |
-49,476,000 |
-451,380 |
0.394 |
Business Services |
|
|
HALO |
Halozyme Therapeutics Inc |
102 |
- |
$49.50 |
$154,227,000 |
3,791,230 |
0.22% |
-93,001,000 |
-2,897,828 |
2.767 |
Biotechnology |
|
|
DECK |
Deckers Outdoor Corp |
103 |
- |
$1,023.75 |
$142,616,000 |
151,516 |
0.21% |
40,596,000 |
-1,110 |
0.538 |
Textile - Apparel Foo... |
|
|
CMCSA |
Comcast Corp |
104 |
- |
$37.44 |
$135,864,000 |
3,134,127 |
0.2% |
-1,957,000 |
-8,876 |
0.069 |
CATV Systems |
|
|
MAR |
Marriott International Inc |
105 |
- |
$239.45 |
$133,452,000 |
528,921 |
0.19% |
-76,870,000 |
-403,728 |
0.163 |
Lodging |
|
|
CI |
Cigna Corporation |
107 |
- |
$333.29 |
$130,436,000 |
359,141 |
0.19% |
10,239,000 |
-42,253 |
0.098 |
Health Care Plans |
|
|
USB |
US Bancorp Delaware |
108 |
- |
$38.83 |
$128,101,000 |
2,865,798 |
0.19% |
-9,887,000 |
-322,456 |
0.19 |
Domestic Regional Banks |
|
|
DG |
Dollar General Corp |
109 |
- |
$125.79 |
$126,596,000 |
811,204 |
0.18% |
14,983,000 |
-9,785 |
0.033 |
Discount, Variety Stores |
|
|
EOG |
EOG Resources Inc |
110 |
- |
$118.24 |
$126,350,000 |
988,341 |
0.18% |
6,482,000 |
-2,714 |
0.17 |
Independent Oil & Gas |
|
|
LBTYK |
Liberty Global Inc |
111 |
- |
$17.95 |
$126,113,000 |
7,149,247 |
0.18% |
-31,639,000 |
-1,313,822 |
1.737 |
Telecom Services - Fo... |
|
|
SLB |
Schlumberger Ltd |
112 |
- |
$43.00 |
$124,352,000 |
2,268,779 |
0.18% |
-211,445,000 |
-4,183,883 |
0.163 |
Oil & Gas Equipment &... |
|
|
CYBR |
Cyber-Ark Software Ltd |
113 |
- |
$252.33 |
$123,833,000 |
466,185 |
0.18% |
-16,189,000 |
-173,039 |
1.204 |
N/A |
|
|
VRSK |
Verisk Analytics, Inc. |
114 |
- |
$264.37 |
$123,757,000 |
524,995 |
0.18% |
-52,500,000 |
-212,915 |
0.324 |
Business Services |
|
|
EA |
Electronic Arts Inc |
116 |
- |
$135.98 |
$122,089,000 |
920,248 |
0.18% |
-5,873,000 |
-15,078 |
0.317 |
Multimedia & Graphics... |
|
|
NEE |
NextEra Energy |
118 |
- |
$73.06 |
$119,489,000 |
1,869,637 |
0.17% |
-121,854,000 |
-2,103,746 |
0.095 |
Electric Utilities |
|
|
FCNCA |
First Citizens Bancshares I... |
121 |
- |
$1,631.83 |
$116,520,000 |
71,266 |
0.17% |
-6,082,000 |
-15,136 |
0.475 |
Domestic Regional Banks |
|
|
BKNG |
Booking Holdings Inc |
122 |
- |
$3,859.10 |
$116,034,000 |
31,984 |
0.17% |
2,207,000 |
-105 |
0.065 |
Internet Software & S... |
|
|
BAC |
Bank of America Corp |
124 |
- |
$39.24 |
$112,170,000 |
2,958,076 |
0.16% |
1,168,000 |
-338,691 |
0.034 |
Domestic Money Center... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
125 |
- |
$142.50 |
$112,158,000 |
873,505 |
0.16% |
-17,409,000 |
-378,955 |
0.048 |
Drug Manufacturers - ... |
|
|
TDG |
Transdigm Group Inc |
127 |
- |
$1,294.76 |
$111,189,000 |
90,280 |
0.16% |
18,708,000 |
-1,141 |
0.164 |
Aerospace/Defense Pro... |
|
|
EL |
Estee Lauder Companies Inc |
128 |
- |
$147.36 |
$111,029,000 |
720,268 |
0.16% |
3,907,000 |
-12,188 |
0.318 |
Personal Products |
|
|
PNC |
PNC Financial Services Grou... |
129 |
- |
$151.09 |
$111,027,000 |
687,050 |
0.16% |
-7,393,000 |
-77,691 |
0.162 |
Domestic Money Center... |
|
|
FN |
Fabrinet |
130 |
- |
$240.92 |
$109,548,000 |
579,559 |
0.16% |
-16,855,000 |
-84,568 |
1.569 |
Electronic Equipment |
|
|
KEYS |
Keysight Technologies Inc |
132 |
- |
$135.98 |
$108,832,000 |
695,945 |
0.16% |
-2,608,000 |
-4,540 |
0.372 |
N/A |
|
|
RYAN |
Ryan Specialty Group Holdin... |
133 |
- |
$52.44 |
$108,773,000 |
1,959,880 |
0.16% |
23,907,000 |
-12,823 |
1.783 |
N/A |
|
|
ADI |
Analog Devices Inc |
134 |
- |
$231.19 |
$107,442,000 |
543,213 |
0.16% |
-923,000 |
-2,543 |
0.101 |
Semiconductor- Broad... |
|
|
VNT |
Vontier Corp |
136 |
- |
$38.13 |
$107,208,000 |
2,363,500 |
0.16% |
18,916,000 |
-191,987 |
1.404 |
N/A |
|
|
ZS |
Zscaler Inc |
137 |
- |
$184.22 |
$105,853,000 |
549,515 |
0.15% |
-37,024,000 |
-95,354 |
0.413 |
N/A |
|
|
CME |
CME Group Inc |
138 |
- |
$197.13 |
$105,646,000 |
490,717 |
0.15% |
-29,844,000 |
-152,633 |
0.137 |
Business Services |
|
|
MSCI |
Msci Inc |
139 |
- |
$480.53 |
$105,541,000 |
188,315 |
0.15% |
-26,824,000 |
-45,691 |
0.227 |
Business Services |
|
|
FISV |
Fiserv Inc |
140 |
- |
$148.94 |
$105,155,000 |
657,959 |
0.15% |
9,565,000 |
-61,627 |
0.098 |
Business Software & S... |
|
|
ETSY |
Etsy Inc |
141 |
- |
$58.87 |
$105,056,000 |
1,528,753 |
0.15% |
-21,012,000 |
-26,679 |
1.207 |
N/A |
|
|
MDT |
Medtronic Plc |
142 |
- |
$81.04 |
$103,747,000 |
1,190,446 |
0.15% |
5,390,000 |
-3,501 |
0.089 |
Medical Appliances & ... |
|
|
MS |
Morgan Stanley |
150 |
- |
$95.50 |
$99,461,000 |
1,056,301 |
0.14% |
674,000 |
-3,075 |
0.057 |
Investment Brokerage ... |
|
|
WK |
Workiva Llc |
151 |
- |
$74.47 |
$98,861,000 |
1,165,815 |
0.14% |
-30,591,000 |
-109,194 |
2.322 |
N/A |
|
|
TTWO |
Take-Two Interactive |
152 |
- |
$158.96 |
$98,491,000 |
663,281 |
0.14% |
-30,128,000 |
-135,845 |
0.398 |
Technical & System So... |
|
|
PM |
Philip Morris International... |
153 |
- |
$102.20 |
$98,065,000 |
1,070,341 |
0.14% |
-2,908,000 |
-2,925 |
0.069 |
Cigarettes & Other To... |
|
|
RXST |
Rxsight, Inc. |
154 |
- |
$57.89 |
$97,782,000 |
1,895,741 |
0.14% |
1,189,000 |
-499,931 |
5.287 |
N/A |
|
|
NOVT |
Novanta Inc |
155 |
- |
$161.26 |
$94,991,000 |
543,519 |
0.14% |
-2,076,000 |
-32,853 |
1.523 |
Scientific & Technica... |
|
|
AGYS |
Agilysys Inc |
158 |
- |
$91.07 |
$93,741,000 |
1,112,517 |
0.14% |
-1,387,000 |
-9,015 |
4.274 |
Electronics Wholesale |
|
|
MRK |
Merck & Co Inc |
159 |
- |
$131.20 |
$91,169,000 |
690,939 |
0.13% |
15,624,000 |
-2,004 |
0.027 |
Drug Manufacturers - ... |
|
