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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 |
|
|
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... |
|
|
LIN |
Linde Plc |
8 |
- |
$445.07 |
$1,178,324,000 |
2,868,992 |
1.85% |
-48,929,000 |
-426,975 |
0.58 |
N/A |
|
|
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 |
|
|
BSX |
Boston Scientific Corp |
15 |
- |
$72.50 |
$992,594,000 |
17,169,938 |
1.56% |
52,277,000 |
-639,105 |
1.201 |
Medical Instruments &... |
|
|
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... |
|
|
NFLX |
Netflix Inc |
20 |
- |
$559.49 |
$888,515,000 |
1,824,916 |
1.4% |
165,776,000 |
-89,117 |
0.413 |
Music & Video Stores |
|
|
INTU |
Intuit Inc |
22 |
- |
$638.39 |
$790,982,000 |
1,265,511 |
1.24% |
133,961,000 |
-20,396 |
0.483 |
Application Software |
|
|
ASND |
Ascendis Pharma AS |
24 |
- |
$140.15 |
$724,115,000 |
5,749,227 |
1.14% |
162,705,000 |
-246,181 |
8.896 |
N/A |
|
|
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... |
|
|
EXPE |
Expedia Inc |
32 |
- |
$136.66 |
$611,272,000 |
4,027,087 |
0.96% |
161,463,000 |
-337,021 |
2.681 |
Internet Service Prov... |
|
|
ANET |
Arista Networks, Inc. |
34 |
- |
$263.67 |
$535,336,000 |
2,273,091 |
0.84% |
20,734,000 |
-524,721 |
0.739 |
Diversified Computer ... |
|
|
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 |
|
|
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... |
|
|
DHR |
Danaher Corp |
43 |
- |
$246.82 |
$427,245,000 |
1,846,827 |
0.67% |
-64,752,000 |
-136,231 |
0.26 |
General Building Mate... |
|
|
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... |
|
|
HUBS |
Hubspot Inc |
49 |
- |
$0.00 |
$383,545,000 |
660,670 |
0.6% |
-81,284,000 |
-283,146 |
1.44 |
N/A |
|
|
TYL |
Tyler Technologies Inc |
51 |
- |
$465.20 |
$368,918,000 |
882,325 |
0.58% |
20,805,000 |
-19,196 |
2.193 |
Information Technolog... |
|
|
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... |
|
|
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 &... |
|
|
SNPS |
Synopsys Inc |
59 |
- |
$544.76 |
$315,524,000 |
612,776 |
0.5% |
-47,821,000 |
-178,876 |
0.404 |
Technical & System So... |
|
|
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 |
|
|
DDOG |
Datadog, Inc. |
67 |
- |
$0.00 |
$256,485,000 |
2,113,077 |
0.4% |
44,208,000 |
-217,327 |
0.822 |
N/A |
|
|
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 |
|
|
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 - ... |
|
|
MELI |
Mercadolibre Inc |
79 |
- |
$1,438.36 |
$224,716,000 |
142,991 |
0.35% |
20,980,000 |
-17,699 |
0.287 |
Business Services |
|
|
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 |
|
|
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... |
|
|
AJG |
Arthur J Gallagher & Co |
87 |
- |
$233.55 |
$190,630,000 |
847,698 |
0.3% |
-20,170,000 |
-77,146 |
0.358 |
Insurance Brokers |
|
|
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 |
|
|
GE |
General Electric Co |
93 |
- |
$164.49 |
$173,941,000 |
1,362,855 |
0.27% |
-78,592,000 |
-921,474 |
0.124 |
Conglomerates |
|
|
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... |
|
|
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... |
|
|
ZS |
Zscaler Inc |
102 |
- |
$179.04 |
$142,877,000 |
644,869 |
0.22% |
18,075,000 |
-157,255 |
0.485 |
N/A |
|
|
MKTX |
MarketAxess Holdings Inc |
103 |
- |
$204.10 |
$140,314,000 |
479,133 |
0.22% |
24,750,000 |
-61,794 |
1.262 |
Investment Brokerage ... |
|
|
CYBR |
Cyber-Ark Software Ltd |
104 |
- |
$243.57 |
$140,022,000 |
639,224 |
0.22% |
27,414,000 |
-48,375 |
1.65 |
N/A |
|
|
MSCI |
Msci Inc |
110 |
- |
$476.98 |
$132,365,000 |
234,006 |
0.21% |
-42,557,000 |
-106,920 |
0.282 |
Business Services |
|
|
POOL |
Pool Corporation |
111 |
- |
$369.61 |
$131,112,000 |
328,840 |
0.21% |
12,169,000 |
-5,175 |
0.779 |
Wholesale, Other |
|
|
NVO |
Novo Nordisk A/S (ADR) |
112 |
- |
$126.88 |
$129,567,000 |
1,252,460 |
0.2% |
-13,167,000 |
-317,082 |
0.069 |
Drug Manufacturers - ... |
|
|
TTWO |
Take-Two Interactive |
114 |
- |
$144.27 |
$128,619,000 |
799,126 |
0.2% |
12,805,000 |
-25,820 |
0.479 |
Technical & System So... |
|
|
FN |
Fabrinet |
117 |
- |
$176.00 |
$126,403,000 |
664,127 |
0.2% |
-7,691,000 |
-140,663 |
1.798 |
Electronic Equipment |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
119 |
- |
$304.04 |
$122,774,000 |
480,863 |
0.19% |
-15,839,000 |
-347,270 |
0.261 |
N/A |
|
|
FCNCA |
First Citizens Bancshares I... |
120 |
- |
$1,707.48 |
$122,602,000 |
86,402 |
0.19% |
-1,731,000 |
-3,688 |
0.576 |
Domestic Regional Banks |
|
|
ASML |
ASML Holding N.V. (ADR) |
121 |
- |
$0.00 |
$122,030,000 |
161,219 |
0.19% |
21,490,000 |
-9,576 |
0.037 |
Semiconductor Equipme... |
|
|
HDB |
HDFC Bank Limited (ADR) |
134 |
- |
$58.33 |
$110,030,000 |
1,639,554 |
0.17% |
9,431,000 |
-65,232 |
0.089 |
Foreign Regional Banks |
|
|
BJ |
Bjs Wholesale Club Holdings... |
135 |
- |
$75.53 |
$109,622,000 |
1,644,495 |
0.17% |
-9,624,000 |
-26,315 |
1.152 |
N/A |
|
|
ADI |
Analog Devices Inc |
136 |
- |
$203.90 |
$108,365,000 |
545,756 |
0.17% |
8,789,000 |
-22,955 |
0.102 |
Semiconductor- Broad... |
|
|
MTSI |
MA Com Technology Solutions... |
139 |
- |
$92.81 |
$101,562,000 |
1,092,656 |
0.16% |
9,509,000 |
-35,726 |
1.634 |
N/A |
|
|
GKOS |
Glaukos Corp |
145 |
- |
$97.20 |
$97,210,000 |
1,222,916 |
0.15% |
-3,970,000 |
-121,665 |
2.535 |
N/A |
|
|
NOVT |
Novanta Inc |
146 |
- |
$160.03 |
$97,067,000 |
576,372 |
0.15% |
2,181,000 |
-85,129 |
1.615 |
Scientific & Technica... |
|
|
RXST |
Rxsight, Inc. |
148 |
- |
$53.26 |
$96,593,000 |
2,395,672 |
0.15% |
28,604,000 |
-42,093 |
8.873 |
N/A |
|
|
UHAL.B |
U Haul Holding Company |
149 |
- |
$63.09 |
$96,392,000 |
1,368,433 |
0.15% |
22,966,000 |
-33,096 |
1.52 |
N/A |
|
|
AGYS |
Agilysys Inc |
151 |
- |
$83.02 |
$95,128,000 |
1,121,532 |
0.15% |
14,846,000 |
-91,920 |
4.309 |
Electronics Wholesale |
|
|
TDG |
Transdigm Group Inc |
153 |
- |
$1,258.72 |
$92,481,000 |
91,421 |
0.15% |
-27,158,000 |
-50,478 |
0.167 |
Aerospace/Defense Pro... |
|
|
U |
Unity Software Inc. |
155 |
- |
$24.99 |
$90,668,000 |
2,217,372 |
0.14% |
14,333,000 |
-214,457 |
0.842 |
N/A |
|
|
VCYT |
Veracyte, Inc. |
157 |
- |
$20.34 |
$88,520,000 |
3,217,728 |
0.14% |
12,350,000 |
-193,394 |
3.885 |
Biotechnology |
|
|
VNT |
Vontier Corp |
158 |
- |
$41.52 |
$88,292,000 |
2,555,487 |
0.14% |
7,280,000 |
-64,577 |
1.518 |
N/A |
|
|
MODN |
Model N, Inc. |
160 |
- |
$29.66 |
$85,326,000 |
3,168,453 |
0.13% |
4,524,000 |
-141,754 |
7.76 |
N/A |
|
|
RYAN |
Ryan Specialty Group Holdin... |
162 |
- |
$49.07 |
$84,866,000 |
1,972,703 |
0.13% |
-52,388,000 |
-863,116 |
1.795 |
N/A |
|
|
GL |
Globe Life Inc |
164 |
- |
$78.09 |
$83,892,000 |
689,222 |
0.13% |
5,647,000 |
-30,403 |
0.659 |
Life & Health Insurance |
|
|
BEKE |
KE Holdings Inc |
165 |
- |
$15.35 |
$83,143,000 |
5,129,118 |
0.13% |
-9,445,000 |
-836,604 |
0.616 |
N/A |
|
|
SNOW |
Snowflake Inc. |
168 |
- |
$157.44 |
$80,683,000 |
405,443 |
0.13% |
4,947,000 |
-90,312 |
0.14 |
N/A |
|
|
SNAP |
Snap Inc |
169 |
- |
$14.49 |
$78,147,000 |
4,615,889 |
0.12% |
4,481,000 |
-3,651,876 |
0.375 |
N/A |
|
|
LAMR |
Lamar Advertising Co |
173 |
- |
$115.39 |
$72,885,000 |
685,779 |
0.11% |
13,130,000 |
-30,103 |
0.794 |
Marketing Services |
|
|
NOV |
NOV Inc |
174 |
- |
$13.73 |
$71,340,000 |
3,517,750 |
0.11% |
-5,430,000 |
-155,475 |
0.906 |
Oil & Gas Equipment &... |
|
|
KRNT |
Kornit Digital Ltd |
175 |
- |
$15.80 |
$71,265,000 |
3,719,473 |
0.11% |
-9,966,000 |
-576,168 |
7.992 |
N/A |
|
|
FITB |
Fifth Third Bancorp |
176 |
- |
$37.00 |
$69,682,000 |
2,020,366 |
0.11% |
16,615,000 |
-74,676 |
0.284 |
Domestic Regional Banks |
|
|
NWSA |
News Corp Class A |
177 |
- |
$24.18 |
$69,397,000 |
2,826,752 |
0.11% |
10,188,000 |
-124,841 |
0.723 |
Entertainment - Diver... |
|
|
ECL |
Ecolab Inc |
179 |
- |
$221.67 |
$68,531,000 |
345,503 |
0.11% |
-19,662,000 |
-175,117 |
0.121 |
Cleaning Products |
|
|
ROK |
Rockwell Automation Inc |
180 |
- |
$279.97 |
$68,458,000 |
220,492 |
0.11% |
-64,871,000 |
-245,907 |
0.19 |
Conglomerates |
|
|
FDX |
Fedex Corp |
181 |
- |
$265.86 |
$67,655,000 |
267,444 |
0.11% |
-75,887,000 |
-274,387 |
0.102 |
AirDelivery & Freight... |
|
|
MTB |
M&T Bank Corp |
184 |
- |
$145.52 |
$66,189,000 |
482,851 |
0.1% |
1,474,000 |
-28,935 |
0.275 |
Domestic Regional Banks |
|
|
CNC |
Centene Corp |
185 |
- |
$73.83 |
$66,142,000 |
891,276 |
0.1% |
4,198,000 |
-8,021 |
0.154 |
Health Care Plans |
|
|
CWAN |
Clearwater Analytics Holdin... |
187 |
- |
$16.04 |
$63,407,000 |
3,165,579 |
0.1% |
66,000 |
-109,525 |
2.659 |
N/A |
|
|
VMI |
Valmont Industries Inc |
189 |
- |
$209.24 |
$61,602,000 |
263,809 |
0.1% |
-31,493,000 |
-123,747 |
1.241 |
Farm & Construction M... |
|
|
MC |
Moelis & Co |
190 |
- |
$50.05 |
$60,567,000 |
1,079,047 |
0.1% |
10,066,000 |
-39,955 |
1.568 |
N/A |
|
|
HWM |
Howmet Aerospace Inc |
191 |
- |
$67.11 |
$59,743,000 |
1,103,901 |
0.09% |
-13,060,000 |
-470,214 |
0.255 |
Aluminum |
|
|
OGE |
OGE Energy Corp |
192 |
- |
$34.62 |
$59,310,000 |
1,697,976 |
0.09% |
229,000 |
-74,622 |
0.848 |
Electric Utilities |
|
|
GNTX |
Gentex Corp |
193 |
- |
$34.86 |
$59,068,000 |
1,808,579 |
0.09% |
-323,000 |
-16,590 |
0.738 |
Auto Parts |
|
|
CRBG |
Corebridge Financial, Inc. |
194 |
- |
$0.00 |
$58,765,000 |
2,713,073 |
0.09% |
3,023,000 |
-109,300 |
0.421 |
N/A |
|
