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| Name: |
ARTISAN PARTNERS LIMITED PARTNERSHIP |
| City: |
MILWAUKEE |
| State: |
WI |
| Zip: |
53202 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AMD |
Advanced Micro Devices Inc |
4 |
- |
$160.20 |
$1,322,467,000 |
8,971,350 |
2.08% |
411,900,000 |
115,420 |
0.746 |
Semiconductor- Broad... |
|
|
ARGX |
Argenx Se |
7 |
- |
$375.29 |
$1,207,666,000 |
3,174,477 |
1.9% |
-182,811,000 |
346,178 |
6.753 |
N/A |
|
|
AMZN |
Amazon.com Inc |
9 |
- |
$180.96 |
$1,147,317,000 |
7,551,120 |
1.8% |
266,942,000 |
625,578 |
0.074 |
Internet Software & S... |
|
|
BK |
Bank of New York Mellon Corp |
13 |
- |
$57.33 |
$1,030,254,000 |
19,793,539 |
1.62% |
192,208,000 |
144,162 |
2.234 |
Domestic Money Center... |
|
|
BRK.B |
Berkshire Hathaway B |
14 |
- |
$400.96 |
$1,003,154,000 |
2,812,635 |
1.57% |
25,755,000 |
22,457 |
0.201 |
Property & Casualty I... |
|
|
GRMN |
Garmin Ltd |
16 |
- |
$145.18 |
$939,642,000 |
7,310,112 |
1.48% |
177,275,000 |
63,278 |
3.822 |
Scientific & Technica... |
|
|
AXP |
American Express Co |
19 |
- |
$238.92 |
$909,575,000 |
4,855,211 |
1.43% |
259,247,000 |
496,153 |
0.603 |
Credit Services |
|
|
MSFT |
Microsoft Corp |
21 |
- |
$402.25 |
$799,770,000 |
2,126,821 |
1.26% |
211,819,000 |
264,743 |
0.028 |
Application Software |
|
|
DXCM |
DexCom Inc |
23 |
- |
$125.81 |
$732,169,000 |
5,900,308 |
1.15% |
524,312,000 |
3,672,471 |
1.515 |
Medical Instruments &... |
|
|
WST |
West Pharmaceutical Service... |
25 |
- |
$354.41 |
$690,530,000 |
1,961,063 |
1.08% |
93,469,000 |
369,792 |
2.653 |
Rubber & Plastics |
|
|
LSCC |
Lattice Semiconductor Corp |
26 |
- |
$76.86 |
$658,498,000 |
9,544,835 |
1.03% |
-109,139,000 |
611,550 |
6.948 |
Semiconductor - Speci... |
|
|
SU |
Suncor Energy Inc (USA) |
27 |
- |
$39.69 |
$657,772,000 |
20,530,994 |
1.03% |
-41,978,000 |
182,289 |
1.342 |
Oil & Gas Refining, P... |
|
|
MMC |
Marsh & McLennan Companies Inc |
28 |
- |
$198.48 |
$653,759,000 |
3,450,461 |
1.03% |
1,932,000 |
25,202 |
0.68 |
Insurance Brokers |
|
|
SCHW |
Charles Schwab Corp |
29 |
- |
$74.56 |
$628,940,000 |
9,141,570 |
0.99% |
179,789,000 |
960,311 |
0.509 |
Investment Brokerage ... |
|
|
SPGI |
S&P Global Inc |
31 |
- |
$415.31 |
$618,369,000 |
1,403,726 |
0.97% |
175,138,000 |
190,758 |
0.421 |
Publishing |
|
|
C |
Citigroup Inc |
33 |
- |
$62.26 |
$576,817,000 |
11,213,397 |
0.91% |
117,957,000 |
57,068 |
0.539 |
Domestic Money Center... |
|
|
PWR |
Quanta Services Inc |
35 |
- |
$262.34 |
$526,261,000 |
2,438,653 |
0.83% |
432,190,000 |
1,935,786 |
1.756 |
General Contractors |
|
|
SHOP |
Shopify Inc |
36 |
- |
$72.48 |
$499,815,000 |
6,416,115 |
0.78% |
237,353,000 |
1,606,482 |
0.539 |
N/A |
|
|
XRAY |
DENTSPLY International |
38 |
- |
$30.69 |
$460,678,000 |
12,944,034 |
0.72% |
18,808,000 |
8,720 |
5.924 |
Medical Instruments &... |
|
|
LRCX |
Lam Research Corp |
42 |
- |
$928.81 |
$442,536,000 |
564,992 |
0.69% |
90,699,000 |
3,643 |
0.392 |
Semiconductor Equipme... |
|
|
WDAY |
Workday, Inc. |
44 |
- |
$248.77 |
$417,338,000 |
1,511,764 |
0.66% |
108,843,000 |
75,903 |
0.748 |
Application Software |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
50 |
- |
$138.50 |
$371,662,000 |
3,573,670 |
0.58% |
307,736,000 |
2,838,038 |
0.069 |
Semiconductor - Integ... |
|
|
NOK |
Nokia Corporation (ADR) |
52 |
- |
$3.68 |
$365,152,000 |
106,769,682 |
0.57% |
-15,138,000 |
5,087,927 |
18.998 |
Communication Equipment |
|
|
SAIA |
Saia Inc |
53 |
- |
$416.10 |
$358,206,000 |
817,411 |
0.56% |
38,451,000 |
15,317 |
2.461 |
Trucking |
|
|
TREX |
Trex Co Inc |
55 |
- |
$90.24 |
$339,638,000 |
4,102,402 |
0.53% |
127,516,000 |
660,536 |
3.543 |
General Building Mate... |
|
|
EXAS |
Exact Sciences Corp |
57 |
- |
$58.78 |
$330,711,000 |
4,470,278 |
0.52% |
60,457,000 |
508,764 |
2.516 |
Biotechnology |
|
|
CNI |
Canadian National Railway (... |
58 |
- |
$124.05 |
$318,974,000 |
2,537,600 |
0.5% |
45,731,000 |
14,300 |
0.357 |
Railroads |
|
|
LUV |
Southwest Airlines Co |
60 |
- |
$26.84 |
$311,634,000 |
10,790,654 |
0.49% |
20,807,000 |
47,119 |
1.828 |
Regional Airlines |
|
|
CDAY |
Ceridian Hcm Holding Inc |
61 |
- |
$61.98 |
$307,292,000 |
4,578,247 |
0.48% |
40,997,000 |
653,492 |
2.658 |
N/A |
|
|
SWAV |
Shockwave Medical, Inc. |
62 |
- |
$329.51 |
$284,981,000 |
1,495,492 |
0.45% |
6,612,000 |
97,356 |
4.365 |
N/A |
|
|
SPOT |
Spotify Technology SA |
66 |
- |
$286.24 |
$263,226,000 |
1,400,811 |
0.41% |
89,553,000 |
277,733 |
0.749 |
N/A |
|
|
LBTYA |
Liberty Global Inc |
68 |
- |
$16.28 |
$251,293,000 |
14,141,397 |
0.39% |
10,566,000 |
80,267 |
7.759 |
CATV Systems |
|
|
FIVE |
Five Below, Inc |
71 |
- |
$147.22 |
$245,340,000 |
1,150,965 |
0.39% |
61,733,000 |
9,837 |
1.849 |
Specialty Retail, Other |
|
|
ETN |
Eaton Corp |
78 |
- |
$326.51 |
$233,698,000 |
970,426 |
0.37% |
166,393,000 |
654,855 |
0.243 |
Diversified Machinery |
|
|
IRTC |
Irhythm Technologies, Inc. |
80 |
- |
$108.64 |
$221,733,000 |
2,071,500 |
0.35% |
36,736,000 |
108,875 |
5.898 |
N/A |
|
|
LYV |
Live Nation Inc |
84 |
- |
$90.54 |
$205,144,000 |
2,191,712 |
0.32% |
35,918,000 |
153,825 |
1.002 |
Business Services |
|
|
CRHCF |
CRH Plc |
86 |
- |
$78.86 |
$195,481,000 |
2,826,501 |
0.31% |
189,359,000 |
2,714,634 |
0 |
N/A |
|
|
HUBB |
Hubbell Inc |
89 |
- |
$407.19 |
$177,712,000 |
540,272 |
0.28% |
50,117,000 |
133,155 |
0.996 |
Electronics Wholesale |
|
|
RBLX |
Roblox Corp |
92 |
- |
$0.00 |
$175,416,000 |
3,836,746 |
0.28% |
80,782,000 |
568,983 |
0.778 |
N/A |
|
|
JBL |
Jabil Circuit Inc |
94 |
- |
$119.87 |
$170,660,000 |
1,339,559 |
0.27% |
46,341,000 |
359,818 |
0.896 |
Printed Circuit Boards |
|
|
WCC |
WESCO International |
96 |
- |
$158.15 |
$169,628,000 |
975,547 |
0.27% |
51,974,000 |
157,482 |
1.944 |
Electronics Wholesale |
|
|
SE |
Sea Limited |
98 |
- |
$64.52 |
$167,341,000 |
4,131,880 |
0.26% |
4,239,000 |
420,802 |
1.231 |
N/A |
|
|
MMYT |
MakeMyTrip Ltd |
99 |
- |
$67.77 |
$162,325,000 |
3,455,196 |
0.25% |
77,342,000 |
1,357,884 |
5.434 |
Entertainment - Diver... |
|
|
BAX |
Baxter International Inc |
100 |
- |
$40.93 |
$159,593,000 |
4,128,105 |
0.25% |
23,164,000 |
513,126 |
0.808 |
Medical Instruments &... |
|
|
LBTYK |
Liberty Global Inc |
101 |
- |
$16.83 |
$157,752,000 |
8,463,069 |
0.25% |
3,083,000 |
129,585 |
2.056 |
Telecom Services - Fo... |
|
|
USB |
US Bancorp Delaware |
105 |
- |
$41.29 |
$137,988,000 |
3,188,254 |
0.22% |
35,099,000 |
76,053 |
0.211 |
Domestic Regional Banks |
|
|
CMCSA |
Comcast Corp |
106 |
- |
$38.85 |
$137,821,000 |
3,143,003 |
0.22% |
1,613,000 |
71,107 |
0.069 |
CATV Systems |
|
|
TWST |
Twist Bioscience Corp |
108 |
- |
$0.00 |
$137,241,000 |
3,723,305 |
0.22% |
101,549,000 |
1,961,621 |
5.622 |
N/A |
|
|
CME |
CME Group Inc |
109 |
- |
$209.62 |
$135,490,000 |
643,350 |
0.21% |
39,271,000 |
162,783 |
0.179 |
Business Services |
|
|
WK |
Workiva Llc |
113 |
- |
$81.13 |
$129,452,000 |
1,275,009 |
0.2% |
5,462,000 |
51,506 |
2.824 |
N/A |
|
|
EA |
Electronic Arts Inc |
115 |
- |
$127.90 |
$127,962,000 |
935,326 |
0.2% |
16,700,000 |
11,226 |
0.322 |
Multimedia & Graphics... |
|
|
EFX |
Equifax Inc |
116 |
- |
$225.52 |
$126,794,000 |
512,734 |
0.2% |
126,794,000 |
512,734 |
0.422 |
Business Services |
|
|
ETSY |
Etsy Inc |
118 |
- |
$68.88 |
$126,068,000 |
1,555,432 |
0.2% |
27,592,000 |
30,561 |
1.229 |
N/A |
|
|
WNS |
WNS Holdings Ltd |
122 |
- |
$43.02 |
$121,362,000 |
1,920,291 |
0.19% |
5,928,000 |
234,139 |
3.841 |
Business Services |
|
|
CI |
Cigna Corporation |
123 |
- |
$356.44 |
$120,197,000 |
401,394 |
0.19% |
8,280,000 |
10,170 |
0.109 |
Health Care Plans |
|
|
EOG |
EOG Resources Inc |
124 |
- |
$136.25 |
$119,868,000 |
991,055 |
0.19% |
-2,889,000 |
22,638 |
0.17 |
Independent Oil & Gas |
|
|
DPZ |
Dominos Pizza Inc |
125 |
- |
$527.13 |
$119,477,000 |
289,831 |
0.19% |
58,876,000 |
129,844 |
0.736 |
Food Wholesale |
|
|
PNC |
PNC Financial Services Grou... |
126 |
- |
$155.78 |
$118,420,000 |
764,741 |
0.19% |
26,781,000 |
18,316 |
0.18 |
Domestic Money Center... |
|
|
ADBE |
Adobe Systems Inc |
127 |
- |
$473.07 |
$116,862,000 |
195,880 |
0.18% |
55,534,000 |
75,605 |
0.041 |
Application Software |
|
|
WOLF |
Wolfspeed |
128 |
- |
$27.85 |
$114,261,000 |
2,626,081 |
0.18% |
27,642,000 |
352,609 |
1.841 |
Semiconductor Equipme... |
|
|
BKNG |
Booking Holdings Inc |
129 |
- |
$3,514.80 |
$113,827,000 |
32,089 |
0.18% |
17,114,000 |
729 |
0.065 |
Internet Software & S... |
|
|
DG |
Dollar General Corp |
130 |
- |
$141.15 |
$111,613,000 |
820,989 |
0.18% |
27,029,000 |
21,523 |
0.033 |
Discount, Variety Stores |
|
|
KEYS |
Keysight Technologies Inc |
131 |
- |
$150.21 |
$111,440,000 |
700,485 |
0.17% |
24,109,000 |
40,440 |
0.374 |
N/A |
|
|
LSPD |
Lightspeed Pos Inc |
132 |
- |
$13.43 |
$111,232,000 |
5,297,686 |
0.17% |
45,635,000 |
627,796 |
3.593 |
N/A |
|
|
BAC |
Bank of America Corp |
133 |
- |
$37.55 |
$111,002,000 |
3,296,767 |
0.17% |
22,898,000 |
78,947 |
0.038 |
Domestic Money Center... |
|
|
EL |
Estee Lauder Companies Inc |
137 |
- |
$147.36 |
$107,122,000 |
732,456 |
0.17% |
10,407,000 |
63,379 |
0.323 |
Personal Products |
|
|
DECK |
Deckers Outdoor Corp |
138 |
- |
$832.43 |
$102,020,000 |
152,626 |
0.16% |
29,293,000 |
11,159 |
0.542 |
Textile - Apparel Foo... |
|
|
PM |
Philip Morris International... |
141 |
- |
$95.60 |
$100,973,000 |
1,073,266 |
0.16% |
3,857,000 |
24,267 |
0.069 |
Cigarettes & Other To... |
|
|
MS |
Morgan Stanley |
142 |
- |
$92.11 |
$98,787,000 |
1,059,376 |
0.16% |
14,227,000 |
23,991 |
0.057 |
Investment Brokerage ... |
|
|
MDT |
Medtronic Plc |
144 |
- |
$80.86 |
$98,357,000 |
1,193,947 |
0.15% |
6,915,000 |
27,004 |
0.089 |
Medical Appliances & ... |
|
|
WBD |
Warner Bros Discovery Ord S... |
147 |
- |
$8.15 |
$96,784,000 |
8,504,716 |
0.15% |
5,766,000 |
123,693 |
0.35 |
Broadcasting - TV |
|
|
FISV |
Fiserv Inc |
150 |
- |
$154.32 |
$95,590,000 |
719,586 |
0.15% |
16,150,000 |
16,325 |
0.107 |
Business Software & S... |
|
|
NVR |
NVR Inc |
152 |
- |
$7,540.00 |
$93,407,000 |
13,343 |
0.15% |
31,037,000 |
2,884 |
0.308 |
Residential Construct... |
|
|
GS |
Goldman Sachs Group Inc |
154 |
- |
$430.81 |
$91,166,000 |
236,322 |
0.14% |
16,434,000 |
5,362 |
0.069 |
Investment Brokerage ... |
|
|
FWONK |
Liberty Media Corporation |
161 |
- |
$0.00 |
$85,103,000 |
1,348,061 |
0.13% |
20,784,000 |
315,658 |
0.648 |
N/A |
|
|
GRAB |
Grab Holdings Ord Shs Class A |
163 |
- |
$0.00 |
$83,894,000 |
24,894,289 |
0.13% |
4,701,000 |
2,523,484 |
0.688 |
N/A |
|
|
SPXC |
SPX Technologies, Inc |
166 |
- |
$119.90 |
$81,800,000 |
809,824 |
0.13% |
24,574,000 |
106,798 |
1.791 |
Auto Parts |
|
|
KO |
Coca-Cola Co |
167 |
- |
$62.04 |
$81,461,000 |
1,382,328 |
0.13% |
45,173,000 |
734,091 |
0.032 |
Beverage Soft Drinks... |
|
|
MO |
Altria Group Inc |
170 |
- |
$43.82 |
$77,912,000 |
1,931,381 |
0.12% |
-1,467,000 |
43,641 |
0.104 |
Cigarettes & Other To... |
|
|
AXNX |
Axonics Modulation Technolo... |
171 |
- |
$66.93 |
$75,976,000 |
1,220,889 |
0.12% |
40,231,000 |
583,958 |
2.31 |
N/A |
|
|
MRK |
Merck & Co Inc |
172 |
- |
$131.20 |
$75,545,000 |
692,943 |
0.12% |
5,821,000 |
15,684 |
0.027 |
Drug Manufacturers - ... |
|
|
MDGL |
Madrigal Pharmaceuticals Inc |
178 |
- |
$201.07 |
$68,600,000 |
296,480 |
0.11% |
27,696,000 |
16,390 |
1.788 |
Diagnostic Substances |
|
|
NXPI |
NXP Semiconductors NV |
182 |
- |
$247.13 |
$67,212,000 |
292,632 |
0.11% |
10,037,000 |
6,641 |
0.105 |
Semiconductor- Broad... |
|
|
DIS |
Walt Disney Co |
183 |
- |
$112.08 |
$66,720,000 |
738,956 |
0.1% |
8,630,000 |
22,238 |
0.042 |
Entertainment - Diver... |
|
|
WAT |
Waters Corp |
186 |
- |
$315.09 |
$65,622,000 |
199,319 |
0.1% |
15,253,000 |
15,633 |
0.321 |
Scientific & Technica... |
|
|
CABO |
Cable One, Inc. |
196 |
- |
$398.37 |
$58,518,000 |
105,137 |
0.09% |
4,407,000 |
17,243 |
1.746 |
N/A |
|
|
ALKS |
Alkermes Plc |
197 |
- |
$24.88 |
$57,311,000 |
2,066,020 |
0.09% |
4,716,000 |
188,289 |
1.257 |
Drug Delivery |
|
|
BABA |
Alibaba Group Holding Limited |
198 |
- |
$76.41 |
$56,284,000 |
726,148 |
0.09% |
36,279,000 |
495,518 |
0.027 |
N/A |
|
|
CALX |
Calix, Inc |
203 |
- |
$28.05 |
$53,888,000 |
1,233,425 |
0.08% |
4,648,000 |
159,250 |
1.997 |
Communication Equipment |
|
|
BIO |
Bio Rad Laboratories Inc |
210 |
- |
$277.11 |
$48,980,000 |
151,691 |
0.08% |
9,639,000 |
41,937 |
0.613 |
Scientific & Technica... |
|
|
PCOR |
Procore Technologies, Inc. |
216 |
- |
$70.11 |
$45,200,000 |
652,985 |
0.07% |
21,726,000 |
293,613 |
0.505 |
N/A |
|
|
SYY |
SYSCO Corp |
218 |
- |
$77.22 |
$43,674,000 |
597,216 |
0.07% |
8,360,000 |
62,556 |
0.117 |
Food Wholesale |
|
|
MA |
MasterCard Inc A |
225 |
- |
$457.10 |
$39,264,000 |
92,058 |
0.06% |
3,279,000 |
1,166 |
0.009 |
Business Services |
|
|
A |
Agilent Technologies Inc |
232 |
- |
$139.59 |
$36,974,000 |
265,940 |
0.06% |
36,974,000 |
265,940 |
0.086 |
Scientific & Technica... |
|
|
PEN |
Penumbra Inc |
233 |
- |
$202.04 |
$36,780,000 |
146,218 |
0.06% |
12,532,000 |
45,983 |
0.403 |
N/A |
|
|
LLY |
Eli Lilly & Co |
237 |
- |
$737.20 |
$31,702,000 |
54,384 |
0.05% |
7,208,000 |
8,782 |
0.006 |
Drug Manufacturers - ... |
|
|
CCCS |
Dragoneer Growth Opportunit... |
238 |
- |
$11.46 |
$31,696,000 |
2,782,805 |
0.05% |
14,656,000 |
1,506,381 |
0.436 |
N/A |
|
|
FOUR |
Shift4 Payments, Inc. |
245 |
- |
$59.76 |
$25,328,000 |
340,700 |
0.04% |
13,140,000 |
120,589 |
0.554 |
N/A |
|
|
SMAR |
Smartsheet Inc |
246 |
- |
$38.34 |
$25,069,000 |
524,236 |
0.04% |
9,246,000 |
133,153 |
0.435 |
N/A |
|
|
CROX |
Crocs Inc |
247 |
- |
$127.69 |
$23,252,000 |
248,925 |
0.04% |
5,779,000 |
50,881 |
0.369 |
Textile - Apparel Foo... |
|
