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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 |
- |
$91.25 |
$1,848,896,000 |
24,894,249 |
2.9% |
-201,256,000 |
-825,883 |
6.132 |
Property & Casualty I... |
|
|
GOOGL |
Alphabet Inc |
2 |
- |
$166.15 |
$1,635,274,000 |
11,706,452 |
2.57% |
61,216,000 |
-322,116 |
0.196 |
Search Engines & Info... |
|
|
TEAM |
Atlassian Corporation Plc |
3 |
- |
$177.07 |
$1,420,728,000 |
5,972,958 |
2.23% |
201,963,000 |
-75,202 |
3.979 |
N/A |
|
|
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... |
|
|
VEEV |
Veeva Systems Inc |
5 |
- |
$201.58 |
$1,267,042,000 |
6,581,353 |
1.99% |
-799,495,000 |
-3,576,115 |
4.875 |
Healthcare Informatio... |
|
|
FB |
Meta Platforms Inc |
6 |
- |
$432.62 |
$1,257,675,000 |
3,553,155 |
1.97% |
61,716,000 |
-430,585 |
0.148 |
Internet Service Prov... |
|
|
ARGX |
Argenx Se |
7 |
- |
$375.29 |
$1,207,666,000 |
3,174,477 |
1.9% |
-182,811,000 |
346,178 |
6.753 |
N/A |
|
|
LIN |
Linde Plc |
8 |
- |
$445.07 |
$1,178,324,000 |
2,868,992 |
1.85% |
-48,929,000 |
-426,975 |
0.58 |
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... |
|
|
CMG |
Chipotle Mexican Grill Inc |
10 |
- |
$3,209.47 |
$1,108,197,000 |
484,572 |
1.74% |
174,050,000 |
-25,381 |
1.732 |
Restaurants |
|
|
WLTW |
Willis Towers Watson Public... |
11 |
- |
$252.43 |
$1,090,649,000 |
4,521,760 |
1.71% |
-63,853,000 |
-1,003,230 |
3.508 |
Insurance Brokers |
|
|
ANTM |
Anthem Inc |
12 |
- |
$533.98 |
$1,090,555,000 |
2,312,653 |
1.71% |
54,671,000 |
-66,393 |
0.92 |
N/A |
|
|
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... |
|
|
BSX |
Boston Scientific Corp |
15 |
- |
$72.50 |
$992,594,000 |
17,169,938 |
1.56% |
52,277,000 |
-639,105 |
1.201 |
Medical Instruments &... |
|
|
GRMN |
Garmin Ltd |
16 |
- |
$145.18 |
$939,642,000 |
7,310,112 |
1.48% |
177,275,000 |
63,278 |
3.822 |
Scientific & Technica... |
|
|
IR |
Ingersoll Rand Inc |
17 |
- |
$93.39 |
$931,778,000 |
12,047,815 |
1.46% |
151,978,000 |
-190,104 |
2.885 |
N/A |
|
|
PGR |
Progressive Corp |
18 |
- |
$206.67 |
$920,417,000 |
5,778,610 |
1.45% |
5,313,000 |
-790,696 |
0.987 |
Property & Casualty I... |
|
|
AXP |
American Express Co |
19 |
- |
$238.92 |
$909,575,000 |
4,855,211 |
1.43% |
259,247,000 |
496,153 |
0.603 |
Credit Services |
|
|
NFLX |
Netflix Inc |
20 |
- |
$559.49 |
$888,515,000 |
1,824,916 |
1.4% |
165,776,000 |
-89,117 |
0.413 |
Music & Video Stores |
|
|
MSFT |
Microsoft Corp |
21 |
- |
$402.25 |
$799,770,000 |
2,126,821 |
1.26% |
211,819,000 |
264,743 |
0.028 |
Application Software |
|
|
INTU |
Intuit Inc |
22 |
- |
$638.39 |
$790,982,000 |
1,265,511 |
1.24% |
133,961,000 |
-20,396 |
0.483 |
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 &... |
|
|
ASND |
Ascendis Pharma AS |
24 |
- |
$140.15 |
$724,115,000 |
5,749,227 |
1.14% |
162,705,000 |
-246,181 |
8.896 |
N/A |
|
|
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 ... |
|
|
ON |
On Semiconductor Corp |
30 |
- |
$70.82 |
$620,511,000 |
7,428,597 |
0.97% |
-529,784,000 |
-4,946,819 |
1.628 |
Semiconductor- Broad... |
|
|
SPGI |
S&P Global Inc |
31 |
- |
$415.31 |
$618,369,000 |
1,403,726 |
0.97% |
175,138,000 |
190,758 |
0.421 |
Publishing |
|
|
EXPE |
Expedia Inc |
32 |
- |
$136.66 |
$611,272,000 |
4,027,087 |
0.96% |
161,463,000 |
-337,021 |
2.681 |
Internet Service Prov... |
|
|
C |
Citigroup Inc |
33 |
- |
$62.26 |
$576,817,000 |
11,213,397 |
0.91% |
117,957,000 |
57,068 |
0.539 |
Domestic Money Center... |
|
|
ANET |
Arista Networks, Inc. |
34 |
- |
$263.67 |
$535,336,000 |
2,273,091 |
0.84% |
20,734,000 |
-524,721 |
0.739 |
Diversified Computer ... |
|
|
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 |
|
|
CP |
Canadian Pacific Railway Li... |
37 |
- |
$80.85 |
$487,659,000 |
6,163,858 |
0.77% |
-68,927,000 |
-1,322,180 |
0.663 |
Railroads |
|
|
XRAY |
DENTSPLY International |
38 |
- |
$30.69 |
$460,678,000 |
12,944,034 |
0.72% |
18,808,000 |
8,720 |
5.924 |
Medical Instruments &... |
|
|
NU |
Nu Holdings Ord Shs Class A |
39 |
- |
$0.00 |
$450,873,000 |
54,126,402 |
0.71% |
-97,977,000 |
-21,577,067 |
1.562 |
N/A |
|
|
CSGP |
CoStar Group Inc |
40 |
- |
$92.50 |
$449,010,000 |
5,138,004 |
0.7% |
20,754,000 |
-431,714 |
1.263 |
Business Software & S... |
|
|
MPWR |
Monolithic Power Systems Inc |
41 |
- |
$679.70 |
$447,822,000 |
709,950 |
0.7% |
85,571,000 |
-74,142 |
1.434 |
Semiconductor - Speci... |
|
|
LRCX |
Lam Research Corp |
42 |
- |
$928.81 |
$442,536,000 |
564,992 |
0.69% |
90,699,000 |
3,643 |
0.392 |
Semiconductor Equipme... |
|
|
DHR |
Danaher Corp |
43 |
- |
$246.82 |
$427,245,000 |
1,846,827 |
0.67% |
-64,752,000 |
-136,231 |
0.26 |
General Building Mate... |
|
|
WDAY |
Workday, Inc. |
44 |
- |
$248.77 |
$417,338,000 |
1,511,764 |
0.66% |
108,843,000 |
75,903 |
0.748 |
Application Software |
|
|
ABNB |
Airbnb, Inc. |
45 |
- |
$162.25 |
$413,521,000 |
3,037,472 |
0.65% |
-99,537,000 |
-701,746 |
0.876 |
N/A |
|
|
V |
Visa Inc |
46 |
- |
$271.84 |
$394,284,000 |
1,514,437 |
0.62% |
31,567,000 |
-62,526 |
0.09 |
Business Services |
|
|
LULU |
Lululemon Athletica Inc |
47 |
- |
$363.96 |
$388,708,000 |
760,250 |
0.61% |
-110,032,000 |
-533,129 |
0.609 |
Textile - Apparel Clo... |
|
|
CNHI |
Cnh Industrial Nv |
48 |
New |
$11.73 |
$384,313,000 |
31,552,829 |
0.6% |
384,313,000 |
31,552,829 |
2.337 |
N/A |
|
|
HUBS |
Hubspot Inc |
49 |
- |
$0.00 |
$383,545,000 |
660,670 |
0.6% |
-81,284,000 |
-283,146 |
1.44 |
N/A |
|
|
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... |
|
|
TYL |
Tyler Technologies Inc |
51 |
- |
$465.20 |
$368,918,000 |
882,325 |
0.58% |
20,805,000 |
-19,196 |
2.193 |
Information Technolog... |
|
|
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 |
|
|
ST |
Sensata Technologies Holdin... |
54 |
- |
$35.76 |
$351,390,000 |
9,352,937 |
0.55% |
-3,099,000 |
-20,114 |
5.946 |
Technical & System So... |
|
|
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... |
|
|
SLB |
Schlumberger Ltd |
56 |
- |
$49.21 |
$335,797,000 |
6,452,662 |
0.53% |
-108,176,000 |
-1,162,655 |
0.464 |
Oil & Gas Equipment &... |
|
|
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 |
|
|
SNPS |
Synopsys Inc |
59 |
- |
$544.76 |
$315,524,000 |
612,776 |
0.5% |
-47,821,000 |
-178,876 |
0.404 |
Technical & System So... |
|
|
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 |
|
|
NICE |
NICE Systems Ltd (ADR) |
63 |
- |
$225.35 |
$279,969,000 |
1,403,284 |
0.44% |
35,819,000 |
-32,893 |
2.237 |
Computer Peripherals |
|
|
BSY |
Bentley Systems Inc |
64 |
- |
$53.56 |
$277,770,000 |
5,323,306 |
0.44% |
4,574,000 |
-123,192 |
2.048 |
N/A |
|
|
RGEN |
Repligen Corp |
65 |
- |
$166.14 |
$273,789,000 |
1,522,743 |
0.43% |
26,231,000 |
-34,130 |
2.773 |
Biotechnology |
|
|
SPOT |
Spotify Technology SA |
66 |
- |
$286.24 |
$263,226,000 |
1,400,811 |
0.41% |
89,553,000 |
277,733 |
0.749 |
N/A |
|
|
DDOG |
Datadog, Inc. |
67 |
- |
$0.00 |
$256,485,000 |
2,113,077 |
0.4% |
44,208,000 |
-217,327 |
0.822 |
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 |
|
|
TW |
Tradeweb Markets Inc. |
69 |
- |
$101.50 |
$248,785,000 |
2,737,510 |
0.39% |
25,746,000 |
-43,521 |
2.464 |
N/A |
|
|
HALO |
Halozyme Therapeutics Inc |
70 |
- |
$38.77 |
$247,228,000 |
6,689,058 |
0.39% |
-47,404,000 |
-1,023,816 |
4.881 |
Biotechnology |
|
|
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 |
|
|
NEE |
NextEra Energy |
72 |
- |
$67.42 |
$241,343,000 |
3,973,383 |
0.38% |
-248,295,000 |
-4,573,280 |
0.203 |
Electric Utilities |
|
|
NVDA |
NVIDIA Corporation |
73 |
- |
$877.57 |
$240,433,000 |
485,508 |
0.38% |
-38,607,000 |
-155,978 |
0.019 |
Semiconductor - Speci... |
|
|
FTV |
Fortive Corp |
74 |
- |
$77.00 |
$238,802,000 |
3,243,271 |
0.37% |
-5,514,000 |
-51,175 |
0.904 |
N/A |
|
|
WING |
Wingstop Inc. |
75 |
- |
$384.82 |
$237,112,000 |
924,124 |
0.37% |
42,896,000 |
-155,815 |
2.765 |
N/A |
|
|
AON |
Aon Plc |
76 |
- |
$281.04 |
$236,138,000 |
811,416 |
0.37% |
-189,081,000 |
-500,099 |
0.355 |
Life & Health Insurance |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
77 |
- |
$396.20 |
$234,575,000 |
576,507 |
0.37% |
30,855,000 |
-9,334 |
0.222 |
Drug Manufacturers - ... |
|
|
ETN |
Eaton Corp |
78 |
- |
$326.51 |
$233,698,000 |
970,426 |
0.37% |
166,393,000 |
654,855 |
0.243 |
Diversified Machinery |
|
|
MELI |
Mercadolibre Inc |
79 |
- |
$1,438.36 |
$224,716,000 |
142,991 |
0.35% |
20,980,000 |
-17,699 |
0.287 |
Business Services |
|
|
IRTC |
Irhythm Technologies, Inc. |
80 |
- |
$108.64 |
$221,733,000 |
2,071,500 |
0.35% |
36,736,000 |
108,875 |
5.898 |
N/A |
|
|
PBR |
Petroleo Brasileiro S.A. (ADR) |
81 |
New |
$17.33 |
$218,758,000 |
13,698,042 |
0.34% |
218,758,000 |
13,698,042 |
0.21 |
Oil & Gas Drilling & ... |
|
|
MAR |
Marriott International Inc |
82 |
- |
$240.49 |
$210,322,000 |
932,649 |
0.33% |
26,120,000 |
-4,482 |
0.288 |
Lodging |
|
|
GPN |
Global Payments Inc |
83 |
- |
$127.47 |
$207,021,000 |
1,630,083 |
0.33% |
-30,761,000 |
-430,602 |
0.545 |
Business Services |
|
|
LYV |
Live Nation Inc |
84 |
- |
$90.54 |
$205,144,000 |
2,191,712 |
0.32% |
35,918,000 |
153,825 |
1.002 |
Business Services |
|
|
VIV |
Telecomunicacoes de Sao Pau... |
85 |
- |
$9.43 |
$198,765,000 |
18,168,660 |
0.31% |
-42,080,000 |
-10,000,362 |
1.075 |
Telecom Services - Fo... |
|
|
CRHCF |
CRH Plc |
86 |
- |
$78.86 |
$195,481,000 |
2,826,501 |
0.31% |
189,359,000 |
2,714,634 |
0 |
N/A |
|
|
AJG |
Arthur J Gallagher & Co |
87 |
- |
$233.55 |
$190,630,000 |
847,698 |
0.3% |
-20,170,000 |
-77,146 |
0.358 |
Insurance Brokers |
|
|
XYL |
Xylem Inc. |
88 |
New |
$132.59 |
$187,207,000 |
1,636,995 |
0.29% |
187,207,000 |
1,636,995 |
0.908 |
Diversified Machinery |
|
|
HUBB |
Hubbell Inc |
89 |
- |
$407.19 |
$177,712,000 |
540,272 |
0.28% |
50,117,000 |
133,155 |
0.996 |
Electronics Wholesale |
|
|
GOOG |
Alphabet Inc |
90 |
- |
$167.90 |
$176,912,000 |
1,255,315 |
0.28% |
-7,733,000 |
-145,104 |
0.021 |
Search Engines & Info... |
|
|
VRSK |
Verisk Analytics, Inc. |
91 |
- |
$221.85 |
$176,257,000 |
737,910 |
0.28% |
-124,835,000 |
-536,606 |
0.455 |
Business Services |
|
|
RBLX |
Roblox Corp |
92 |
- |
$0.00 |
$175,416,000 |
3,836,746 |
0.28% |
80,782,000 |
568,983 |
0.778 |
N/A |
|
|
GE |
General Electric Co |
93 |
- |
$164.49 |
$173,941,000 |
1,362,855 |
0.27% |
-78,592,000 |
-921,474 |
0.124 |
Conglomerates |
|
|
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 |
|
|
CAE |
CAE Inc (USA) |
95 |
- |
$19.36 |
$170,064,000 |
7,878,286 |
0.27% |
-19,326,000 |
-233,924 |
2.964 |
Aerospace/Defense Pro... |
|
|
WCC |
WESCO International |
96 |
- |
$158.15 |
$169,628,000 |
975,547 |
0.27% |
51,974,000 |
157,482 |
1.944 |
Electronics Wholesale |
|
|
GWRE |
Guidewire Software, Inc. |
97 |
- |
$112.83 |
$168,210,000 |
1,542,644 |
0.26% |
23,001,000 |
-70,785 |
1.841 |
Business Software & S... |
|
|
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 &... |
|
