Listed

Artisan Partners Limited Partnership

An institutional investment manager in Milwaukee, WI. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 1466153.

Share

Holdings: 341 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Artisan Partners Limited Partnership, holdings
IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Arch Cap Group LtdORDG0450A1052,0963.3%21,595,895Reduced−1,070,116
Bank of Ny Mellon CorpBNYCOM0640581001,9793.1%13,687,258Reduced−1,788,315
Alphabet IncGOOGLCAP STK CL A02079K3051,9783.1%5,534,119Reduced−86,094
Elevance Health Inc FormerlyELVCOM0367521031,7722.8%4,581,222Reduced−545,953
Schwab Charles CorpSCHWCOM8085131051,7472.8%18,930,716Added+1,479,668
Citigroup IncCCOM NEW1729674241,5892.5%11,355,426Reduced−142,536
American Express CoAXPCOM0258161091,5292.4%4,521,044Reduced−72,839
Icon Pub Ltd CoSHSG4705A1001,5002.4%8,636,406Added+357,461
Willis Towers Watson plc LtdSHSG966291031,4482.3%5,541,048Added+1,754,431
Berkshire Hathaway Inc DelBRK-BCL B NEW0846707021,4482.3%2,893,595Added+287,939
Argenx SEARGXSPONSORED ADR04016X1011,4002.2%1,508,778Added+40,796
Meta Platforms IncMETACL A30303M1021,3332.1%2,367,016Added+24,344
Garmin LtdSHSH2906T1091,2572.0%5,292,605Reduced−227,032
Marsh & McLennan Cos IncMRSHCOM5717481021,2121.9%7,269,246Added+2,393,389
Progressive CorpPGRCOM7433151031,1211.8%5,132,462Reduced−76,542
Axalta Coating Sys LtdCOMG0750C1081,0861.7%31,733,342Added+2,937,139
Amazon Com IncAMZNCOM0231351061,0531.7%4,419,586Reduced−999,042
Iqvia Holdings IncIQVCOM46266C1059171.5%4,743,434Reduced−315,431
Coupang IncCPNGCL A22266T1098761.4%50,439,134Added+16,769,469
West Pharmaceutical SVSC IncWSTCOM9553061058661.4%2,411,792Reduced−246,101
Ascendis Pharma A/SORD SHSK085881037031.1%2,634,024New+2,634,024
Spotify Technology S aSHSL8681T1026231.0%1,356,543Added+50,496
AON plcSHS CL AG0403H1086141.0%1,850,623Added+206,471
Broadcom IncAVGOCOM11135F1016091.0%1,612,184Reduced−442,390
Baker Hughes CompanyBKRCL A05722G1006011.0%10,837,212Reduced−1,514,871
Edwards Lifesciences CorpEWCOM28176E1085991.0%6,625,703Added+1,424,559
Suncor Energy Inc NewSUCOM8672241075840.9%10,856,434Reduced−6,405,621
Woodward IncWWDCOM9807451035820.9%1,368,457Reduced−40,887
Insmed IncINSMCOM PAR $.014576693075800.9%5,441,718Reduced−1,085,583
Taiwan Semiconductor ManufacTSMSPONSORED ADS8740391005620.9%1,176,856Reduced−15,301
Schein Henry IncHSICCOM8064071025400.9%6,467,467Reduced−105,556
Lattice Semiconductor CorpLSCCCOM5184151045310.8%3,472,509Added+468,327
Sea LtdSESPONSORD ADS81141R1005240.8%5,466,001Added+111,538
GE Vernova IncGEVCOM36828A1015090.8%433,047Reduced−261,366
Cbre Group IncCBRECL A12504L1095010.8%3,718,461Reduced−239,535
Twist Bioscience CorpTWSTCOM90184D1004940.8%4,802,017Reduced−1,565,760
Shopify IncSHOPCL A SUB VTG SHS82509L1074650.7%4,074,005Reduced−288,106
Nvidia CorporationNVDACOM67066G1044510.7%2,256,045Added+158,000
Doordash IncDASHCL A25809K1054400.7%2,385,434Added+317,415
Comfort Sys USA IncFIXCOM1999081044010.6%202,113Reduced−6,064
RTX CorporationRTXCOM75513E1013960.6%2,089,380Reduced−184,829
ELI Lilly & CoLLYCOM5324571083940.6%328,382Added+88,344
RBC Bearings IncRBCCOM75524B1043660.6%568,008Reduced−8,217
Somnigroup International IncSGICOM88023U1013660.6%4,663,275Added+33,950
Sitime CorpSITMCOM82982T1063620.6%485,123Added+289,116
LAM Research CorpLRCXCOM NEW5128073063410.5%786,238Reduced−4,243,428
CNH Indl N VSHSN209441093350.5%29,808,634Reduced−1,525,179
Carrier Global CorporationCARRCOM14448C1043340.5%4,549,041Added+575,947
GE AerospaceGECOM NEW3696043013310.5%886,087Added+537,960
State STR SPDR S&P 500 ETF TSPYTR UNIT78462F1033290.5%440,000PutReduced−10,000
Veracyte IncVCYTCOM92337F1073250.5%5,538,404Added+42,034
Modine MFG CoMODCOM6078281003180.5%1,191,876Added+203,983
Linde plcSHSG549501033120.5%601,059Reduced−320,911
L3HARRIS Technologies IncLHXCOM5024311093030.5%1,043,646Reduced−719,596
Advanced Micro Devices IncAMDCOM0079031072950.5%508,327Reduced−1,032,876
Robinhood MKTS IncHOODCOM CL A7707001022890.5%2,880,113Added+1,930,527
Williams Cos IncWMBCOM9694571002860.5%3,853,615Reduced−768,250
Jpmorgan Chase & CoJPMCOM46625H1002850.5%870,063Reduced−348,588
API Group CorpAPGCOM STK00187Y1002830.4%6,680,820Added+333,393
Fifth Third BancorpFITBCOM3167731002780.4%4,931,716Added+877,334
Live Nation Entertainment inLYVCOM5380341092770.4%1,515,238Added+230,883
Vaneck ETF TrustSEMICONDUCTR ETF92189F6762730.4%416,300PutNew+416,300
US Foods HLDG CorpUSFDCOM9120081092720.4%2,662,861Reduced−357,343
Mercadolibre IncMELICOM58733R1022480.4%145,883Added+4,625
Macom Tech Solutions Holdings IMTSICOM55405Y1002390.4%627,850Reduced−419,309
Teledyne Technologies IncTDYCOM8793601052320.4%347,178Added+160,749
Capital One Finl CorpCOFCOM14040H1052240.4%1,115,283Reduced−229,565
Guardant Health IncGHCOM40131M1092220.4%1,478,928Added+664,357
Viking Holdings LtdORD SHSG93A5A1012190.3%2,089,760Reduced−87,465
Micron Technology IncMUCOM5951121032150.3%186,067Added+49,364
Waters CorpWATCOM9418481032100.3%560,753Added+26,177
Stmicroelectronics N VSTMNY REGISTRY8610121022100.3%2,797,540New+2,797,540
Ionis Pharmaceuticals IncIONSCOM4622221002090.3%2,640,024Added+581,716
Entegris IncENTGCOM29362U1042070.3%1,152,223New+1,152,223
BWX Technologies IncBWXTCOM05605H1002060.3%1,059,496Added+287
Tyler Technologies IncTYLCOM9022521052060.3%704,625Added+174,272
Liberty Media Corp DelFWONACOM LBTY ONE S C5312297552050.3%2,156,751Added+16,769
Irhythm Holdings IncIRTCCOM4500561061970.3%1,660,307Added+209,400
Apple IncAAPLCOM0378331001880.3%650,501Added+37,675
Livanova plcSHSG5509L1011830.3%2,224,763Added+101,947
Corning IncGLWCOM2193501051830.3%715,286New+715,286
Monolithic PWR Sys IncMPWRCOM6098391051800.3%130,154Reduced−20,719
Visa IncVCOM CL A92826C8391780.3%517,659Reduced−406,857
Akamai Technologies IncAKAMCOM00971T1011710.3%1,447,442Added+1,270,036
Compass IncCOMPCL A20464U1001710.3%13,865,184Added+3,820,627
Bloom Energy CorpBECOM CL A0937121071710.3%564,599Reduced−40,878
NU Holdings LtdORD SHS CL AG6683N1031700.3%12,687,151Added+3,351,220
Coherent CorpCOHRCOM19247G1071670.3%422,328Added+99,454
Makemytrip Limited MauritiusSHSV5633W1091650.3%3,102,766Added+11,988
Crowdstrike Holdings IncCRWDCL A22788C1051580.3%207,080Reduced−139,389
Eaton Corp plcSHSG291831031570.2%368,110Reduced−184,900
Wesco International IncWCCCOM95082P1051470.2%426,573Reduced−23,436
Nvidia CorporationNVDACOM67066G1041460.2%727,200CallNew+727,200
Applied Matls IncAMATCOM0382221051450.2%200,000PutNew+200,000
H World Group LtdHTHTSPONSORED ADS44332N1061420.2%3,399,365Added+1,779,587
Cognex CorpCGNXCOM1924221031400.2%1,931,590Added+202,229
Citizens Finl Group IncCFGCOM1746101051390.2%1,989,191New+1,989,191
Ftai Aviation LtdSHSG3730V1051380.2%510,787Reduced−4,987
Astera Labs IncALABCOM04626A1031320.2%274,306Reduced−286,273
Mongodb IncMDBCL A60937P1061320.2%394,179Reduced−832,991
Apple IncAAPLCOM0378331001310.2%451,000CallNew+451,000
Ingersoll Rand IncIRCOM45687V1061280.2%1,559,852Added+43,194
Astera Labs IncALABCOM04626A1031270.2%263,800CallNew+263,800
Semtech CorpSMTCCOM8168501011240.2%763,924Reduced−794,110
Servicenow IncNOWCOM81762P1021220.2%1,231,729New+1,231,729
Goldman Sachs Group IncGSCOM38141G1041220.2%120,468Reduced−109,707
Cloudflare IncNETCL A COM18915M1071200.2%489,716Reduced−178,442
CSX CorpCSXCOM1264081031200.2%2,524,146New+2,524,146
Lumentum Holdings IncLITECOM55024U1091200.2%139,760New+139,760
Guidewire Software IncGWRECOM40171V1001190.2%970,325Reduced−174,915
Analog Devices IncADICOM0326541051180.2%297,848Reduced−346,933
Kratos Defense & Sec SolutioKTOSCOM NEW50077B2071180.2%2,360,012Added+1,381,961
GE AerospaceGECOM NEW3696043011160.2%309,500PutNew+309,500
Grab Holdings LimitedCLASS A ORDG4124C1091160.2%30,655,509Added+2,850,411
Astera Labs IncALABCOM04626A1031160.2%239,200PutNew+239,200
Tradeweb MKTS IncTWCL A8926721061150.2%1,151,879Added+621,078
Snowflake IncSNOWCOM SHS8334451091130.2%443,946Reduced−218,788
Madrigal Pharmaceuticals IncMDGLCOM5588681051130.2%210,205Added+26,665
C H Robinson Worldwide inCHRWCOM NEW12541W2091130.2%598,130New+598,130
Applied Matls IncAMATCOM0382221051080.2%149,573Reduced−91,537
Goldman Sachs Group IncGSCOM38141G1041060.2%104,900PutNew+104,900
Coca Cola CoKOCOM1912161001050.2%1,290,103Reduced−36,359
VSE CorpVSECCOM9182841001040.2%453,393Reduced−111,462
Texas Roadhouse IncTXRHCOM8826811091030.2%534,098Added+28,143
GE AerospaceGECOM NEW3696043011020.2%271,700CallNew+271,700
Space Exploration Techn CorpSPCXCLASS A COM STK84615Q1031010.2%590,999New+590,999
ARM Holdings plcARMSPONSORED ADS04206820599.20.2%279,829Reduced−389,225
Nice LtdNICESPONSORED ADR65365610897.80.2%1,076,768Reduced−84,537
Reddit IncRDDTCL A75734B10096.20.2%554,277Reduced−40,247
Rocket Lab CorpRKLBCOM77312110894.80.2%932,236Added+224,135
SPX Technologies IncSPXCCOM78473E10394.10.1%383,678Added+103,340
Howmet Aerospace IncHWMCOM44320110892.20.1%342,762Added+193,956
Hilton Worldwide Holdings IncHLTCOM43300A20392.00.1%278,275New+278,275
Equinix IncEQIXCOM29444U70091.40.1%87,692New+87,692
Bruker CorpBRKRCOM11679410889.80.1%1,491,726Added+63,945
Autozone IncAZOCOM05333210289.70.1%28,062Reduced−2,075
Msci IncMSCICOM55354G10087.70.1%156,539New+156,539
Rockwell Automation IncROKCOM77390310987.60.1%176,879New+176,879
Twilio IncTWLOCL A90138F10285.40.1%413,729New+413,729
Unitedhealth Group IncUNHCOM91324P10285.10.1%204,738New+204,738
Gallagher Arthur J & CoAJGCOM36357610983.30.1%362,658Reduced−522,241
CRH plcORDG2550810582.70.1%772,787Reduced−43,413
Medline IncMDLNCOM CL A58507V10779.10.1%2,006,502Reduced−4,622,941
Citigroup IncCCOM NEW17296742478.30.1%559,600PutNew+559,600
Onto Innovation IncONTOCOM68334410575.90.1%200,459Added+18,428
Waystar HLDG CorpWAYCOM94678410575.50.1%3,679,251Reduced−729,153
Applied Indl Technologies inAITCOM03820C10575.40.1%223,025Added+46,863
Radware LtdORDM8187310773.30.1%2,374,480Reduced−375,200
Agilysys IncAGYSCOM00847J10572.40.1%692,735Added+153,412
HDFC Bank LtdHDBSPONSORED ADS40415F10171.90.1%2,784,047Reduced−826,838
Ametek IncAMECOM03110010070.90.1%293,159Added+19,787
Hexcel Corp NewHXLCOM42829110870.50.1%704,134Added+45,382
Astrazeneca plcORDG0593M10769.80.1%368,074New+368,074
Coinbase Global IncCOINCOM CL A19260Q10768.10.1%466,035Reduced−36,047
Caterpillar IncCATCOM14912310166.70.1%62,605Reduced−87,078
Flowserve CorpFLSCOM34354P10566.30.1%893,387Reduced−29,254
Kanzhun LimitedBZSPONSORED ADS48553T10663.0<0.1%4,893,717Reduced−419,061
Solaredge Technologies IncSEDGCOM83417M10462.7<0.1%1,073,197Reduced−565,293
Alibaba Group HLDG LtdBABASPONSORED ADS01609W10262.4<0.1%649,846Reduced−179,148
Caterpillar IncCATCOM14912310160.4<0.1%56,700PutNew+56,700
AramarkARMKCOM03852U10659.6<0.1%1,047,943Reduced−71,071
Loar Holdings IncLOARCOM SHS53947R10559.5<0.1%737,570Reduced−98,806
Snap on IncSNACOM83303410159.0<0.1%146,622Reduced−1,724
Murphy USA IncMUSACOM62675510258.8<0.1%109,091New+109,091
Novanta IncNOVTCOM67000B10457.7<0.1%355,774Added+179,807
Vista Energy S.A.B. de C.V.VISTSPONSORED ADS92837L10957.2<0.1%896,942Added+70,112
Anglogold Ashanti plcCOM SHSG0378L10056.0<0.1%692,558Added+94,240
Virtu Finl IncVIRTCL A92825410152.3<0.1%877,357New+877,357
Copa Holdings SACL AP3107610551.5<0.1%330,738Added+27,091
Cadence Design System IncCDNSCOM12738710851.2<0.1%136,465Reduced−33,483
Everpure IncPCL A74624M10250.0<0.1%634,303Reduced−1,464,008
Kornit Digital LtdSHSM6372Q11348.6<0.1%2,989,201Added+525,320
Celcuity IncCELCCOM15102K10048.3<0.1%461,591Added+4,521
Cellebrite Di LtdORDINARY SHARESM2197Q10747.7<0.1%3,266,753Added+1,080,956
Stevanato Group S P aORD SHST9224W10947.0<0.1%2,601,598Added+311,538
MDA Space LtdMDACOM55293N10946.3<0.1%1,120,700Reduced−172,300
Mercury Sys IncMRCYCOM58937810845.6<0.1%372,818Added+18,553
Mastercard IncorporatedMACL A57636Q10445.1<0.1%87,821Added+17,473
Legend Biotech CorpLEGNSPONSORED ADS52490G10245.0<0.1%1,559,441Reduced−695,047
Lamar Advertising CoLAMRCL A51281610944.9<0.1%287,610Reduced−177,112
Alkermes plcSHSG0176710543.5<0.1%831,006Reduced−280,735
Warby Parker IncWRBYCL A COM93403J10643.3<0.1%1,427,938Added+85,935
Glaukos CorpGKOSCOM37732210243.2<0.1%309,266Reduced−298,196
Nlight IncLASRCOM65487K10042.3<0.1%607,690Reduced−470,096
Kaspi KZ JSCKSPISPONSORED ADS48581R20540.8<0.1%471,473Added+85,378
Insulet CorpPODDCOM45784P10139.6<0.1%260,245Reduced−432,729
Rhythm Pharmaceuticals IncRYTMCOM76243J10539.4<0.1%354,816Reduced−35,853
First CTZNS Bancshares Inc DFCNCACL A31946M10338.4<0.1%18,449Reduced−10,508
Credicorp LtdCOMG2519Y10838.0<0.1%97,455Added+7,979
Lightspeed Commerce IncLSPDSUB VTG SHS53229C10737.9<0.1%3,620,422Reduced−324,808
Kodiak Sciences IncKODCOM50015M10937.7<0.1%968,037Added+277,715
Ferrari N VCOMN3167Y10337.2<0.1%99,973Reduced−3,125
Netflix Inc.NFLXCOM64110L10636.9<0.1%517,119Added+152,232
U Haul Holding CompanyUHALCOM SER N02358650635.9<0.1%622,578Reduced−348,085
Circle Internet Group IncCRCLCOM CL A17257310735.3<0.1%563,731Added+313,655
Freshpet IncFRPTCOM35803910535.0<0.1%592,725Added+293,811
Healthequity IncHQYCOM42226A10734.7<0.1%384,107Added+113,165
OGE Energy CorpOGECOM67083710334.3<0.1%704,456Reduced−485,578
Globe Life IncGLCOM37959E10234.0<0.1%190,108Reduced−105,861
Acadia Pharmaceuticals IncACADCOM00422510833.5<0.1%1,325,134Reduced−6,679
Beone Medicines LtdONCSPONSORED ADS07725L10232.9<0.1%115,374Reduced−21,842
Ralliant CorpRALCOM75094010832.8<0.1%446,111Reduced−248,173
Inspire Med Sys IncINSPCOM45773010932.7<0.1%732,323Reduced−48,252
Birkenstock Holding plcCOM SHSM2029K10432.5<0.1%754,949Reduced−102,361
Permian Resources CorpPRCLASS A COM71424F10532.3<0.1%1,756,795Reduced−894,673
Chefs Whse IncCHEFCOM16308610132.2<0.1%334,734New+334,734
Prosperity Bancshares IncPBCOM74360610531.8<0.1%435,970Reduced−239,676
Alliant Energy CorpLNTCOM01880210831.6<0.1%414,433Reduced−229,654
Denali Therapeutics IncDNLICOM24823R10531.5<0.1%1,224,497Added+124,778
Kingsoft Cloud Holdings LtdKCADS49639K10131.4<0.1%3,467,310Added+1,115,859
Weatherford International plcORD SHSG4883311830.9<0.1%379,307New+379,307
Vaneck ETF TrustJUNIOR GOLD MINE92189F79130.4<0.1%308,990Added+24,300
NOV IncNOVCOM62955J10330.3<0.1%1,634,936Reduced−914,098
Vontier CorporationVNTCOM92888110129.9<0.1%1,030,396Reduced−409,493
Illumina IncILMNCOM45232710929.5<0.1%167,691New+167,691
Karman Holdings IncKRMNCOMMON STOCK48592410429.3<0.1%587,697Added+320,123
KE Holdings IncBEKESPONSORED ADS48249710429.0<0.1%1,995,783Reduced−1,857,774
Expedia Group IncEXPECOM NEW30212P30328.2<0.1%110,264Reduced−62,671
Amrize LtdSHSH2927K10328.0<0.1%524,942Reduced−290,996
Seagate Technology HLDNGS PLORD SHSG7997R10327.7<0.1%28,653Reduced−54,819
Vita Coco Co IncCOCOCOM92846Q10727.6<0.1%417,923Reduced−663,888
Asbury Automotive Group IncABGCOM04343610427.5<0.1%136,633Reduced−75,617
NNN REIT IncNNNCOM63741710627.4<0.1%589,204Reduced−327,871
Taiwan Semiconductor ManufacTSMSPONSORED ADS87403910027.4<0.1%57,400PutNew+57,400
Tyson Foods IncTSNCL A90249410327.2<0.1%474,616Reduced−264,091
Luxfer Holdings plcSHSG5698W11627.1<0.1%1,504,665Unchanged
UGI Corp NewUGICOM90268110526.7<0.1%773,053Reduced−428,785
CAE IncCAECOM12476510826.0<0.1%1,038,566Reduced−375,030
CDW CorpCDWCOM12514G10825.8<0.1%183,373Reduced−102,116
Warner Music Group CorpWMGCOM CL A93455020325.8<0.1%951,841Reduced−524,649
Polaris IncPIICOM73106810225.8<0.1%376,357Reduced−208,508
Arrowhead Pharmaceuticals inARWRCOM04280A10025.3<0.1%310,706New+310,706
Genuine Parts CoGPCCOM37246010525.3<0.1%214,048Reduced−118,733
Masco CorpMASCOM57459910625.2<0.1%309,961Added+64,710
Dianthus Therapeutics IncDNTHCOM25282810825.2<0.1%258,269Reduced−123,852
Veralto CorpVLTOCOM SHS92338C10325.0<0.1%282,218Reduced−89,981
Ishares TR0-3 MTH TREASURY46436E71825.0<0.1%248,527New+248,527
Silgan Holdings IncSLGNCOM82704810924.3<0.1%523,939Reduced−292,044
Cerebras Systems IncCBRSCOM CL A15675D10323.9<0.1%108,217New+108,217
Align Technology IncALGNCOM01625510123.5<0.1%139,333Reduced−77,825
Edgewise Therapeutics IncEWTXCOM28036F10523.4<0.1%574,925Reduced−84,142
Nvent Elec plcSHSG6700G10723.4<0.1%137,704Reduced−303,809
Installed BLDG Prods IncIBPCOM45780R10122.8<0.1%99,304Reduced−171,308
Sysco CorpSYYCOM87182910722.8<0.1%272,248Reduced−153,526
Public StoragePSACOM74460D10922.5<0.1%70,818Reduced−39,459
DBV Technologies S aDBVTSPONSORED ADS23306J30922.5<0.1%1,372,851Reduced−846,535
Revvity IncRVTYCOM71404610922.3<0.1%200,616Reduced−111,754
Ermenegildo Zegna N VORD SHSN3057710522.0<0.1%1,689,307Reduced−150,844
Otis Worldwide CorpOTISCOM68902V10721.9<0.1%305,324Reduced−103,999
Baxter International IncBAXCOM07181310921.8<0.1%1,023,677Reduced−3,838,097
Philip Morris International IncPMCOM71817210921.6<0.1%119,528Reduced−921,588
News Corp NewNWSACL A65249B10921.3<0.1%859,707Reduced−485,474
Siteone Landscape Supply IncSITECOM82982L10321.3<0.1%185,936Reduced−651,039
Vail Resorts IncMTNCOM91879Q10921.3<0.1%156,177Reduced−113,702
American Homes 4 RentAMHCL A02665T30620.8<0.1%619,522New+619,522
Omnicom Group IncOMCCOM68191910620.7<0.1%284,044Reduced−149,529
Neptune Ins Holdings IncNPCL A64073B10320.6<0.1%654,812New+654,812
USA Rare Earth IncUSARCOM91733P10720.6<0.1%953,723New+953,723
Ferguson Enterprises IncFERGCOMMON STOCK NEW31488V10719.8<0.1%83,517Reduced−46,514
Raymond James Finl IncRJFCOM75473010919.7<0.1%129,620Reduced−66,046
Brown & Brown IncBROCOM11523610119.6<0.1%305,217Reduced−201,507
Paychex IncPAYXCOM70432610719.5<0.1%198,585Reduced−101,079
Genpact LimitedSHSG3922B10718.9<0.1%685,651Reduced−367,101
Maxlinear IncMXLCOM57776J10018.4<0.1%143,441New+143,441
Flex LtdORDY2573F10218.0<0.1%110,993Reduced−437,313
Tarsus Pharmaceuticals IncTARSCOM87650L10317.9<0.1%284,899Reduced−22,408
Alamar Biosciences IncALMRCOMMON STOCK01091110516.6<0.1%613,744New+613,744
Gartner IncITCOM36665110716.5<0.1%127,015Reduced−65,014
Servicetitan IncTTANSHS CL A81764X10315.9<0.1%224,246Reduced−349,613
Vaxcyte IncPCVXCOM92243G10815.7<0.1%270,590Reduced−26,842
Parker-Hannifin CorpPHCOM70109410415.6<0.1%15,995Reduced−108,302
Procept Biorobotics CorpPRCTCOM74276L10515.4<0.1%682,588Reduced−504,761
Wingstop IncWINGCOM97415510315.1<0.1%87,291Reduced−383,192
Thermo Fisher Scientific IncTMOCOM88355610215.0<0.1%29,927Reduced−282,895
Wells Fargo & CoWFCCOM94974610115.0<0.1%181,270Reduced−2,133,527
Alphabet IncGOOGLCAP STK CL C02079K10714.8<0.1%41,908Reduced−538,618
Dyne Therapeutics IncDYNCOM26818M10814.7<0.1%659,786Added+40,329
Union Pac CorpUNPCOM90781810814.2<0.1%52,199Reduced−574,764
Expeditors International Wash IncEXPDCOM30213010914.1<0.1%86,751Reduced−48,382
Jfrog LtdORD SHSM6191J10014.1<0.1%155,316New+155,316
Ollies Bargain Outlet HoldingsOLLICOM68111610913.8<0.1%179,659Reduced−283,205
Palantir Technologies IncPLTRCL A69608A10813.8<0.1%118,172Reduced−37,912
Hesai GroupHSAISPONSORED ADS42805010813.6<0.1%745,869Reduced−285,175
Bank of Amer CorpBACCOM06050510413.4<0.1%235,437Reduced−2,622,400
Globant S aCOML4438510913.4<0.1%461,826Added+235,949
EOG Res IncEOGCOM26875P10113.0<0.1%100,404Reduced−1,238,545
PNC Finl SVCS Group IncPNCCOM69347510513.0<0.1%52,890Reduced−597,800
Salesforce IncCRMCOM79466L30212.8<0.1%81,964Reduced−713,575
Arxis IncARXSCL A COM04339D10512.6<0.1%274,110New+274,110
Cantor Equity Partners II inCL A ORD SHSG1827P10612.6<0.1%937,761New+937,761
Boston Scientific CorpBSXCOM10113710712.3<0.1%288,246Added+243,862
United Parcel SVCS IncUPSCL B91131210612.3<0.1%114,075Reduced−1,303,258
Airbnb IncABNBCOM CL A00906610112.0<0.1%84,100Reduced−963,600
SLB LimitedSLBCOM STK80685710812.0<0.1%258,483Reduced−3,527,376
Texas Instrs IncTXNCOM88250810411.8<0.1%39,592Reduced−777,047
Stoke Therapeutics IncSTOKCOM86150R10711.6<0.1%355,153Added+39,661
Aris Mining CorporationARISCOM04040Y10911.6<0.1%775,370Added+191,000
NXP Semiconductors N VCOMN6596X10911.4<0.1%40,497Reduced−602,031
Constellation Brands IncSTZCL A21036P10811.3<0.1%80,915Reduced−53,591
Merck & Co IncMRKCOM58933Y10511.2<0.1%87,246Reduced−974,613
Diamondback Energy IncFANGCOM25278X10911.1<0.1%63,219Reduced−718,222
Booking Holdings IncBKNGCOM09857L10811.0<0.1%61,918Added+31,186
Vaneck ETF TrustVANECK VIETNAM92189F81710.8<0.1%585,115Added+298,147
Replimune Group IncREPLCOM76029N10610.8<0.1%973,496New+973,496
Waterbridge Infrastructure LWBICL A SHS REPSTG94092310510.8<0.1%313,978New+313,978
Morgan StanleyMSCOM NEW61744644810.1<0.1%48,437Reduced−530,367
Ishares TRMSCI INDIA ETF46429B5989.6<0.1%194,922Added+27,222
Disney Walt CoDISCOM2546871069.4<0.1%97,862Reduced−927,281
Danaher Corp DelDHRCOM2358511029.4<0.1%49,171New+49,171
Martin Marietta Matls IncMLMCOM5732841069.2<0.1%16,004New+16,004
Antero Midstream CorpAMCOM03676B1029.0<0.1%395,008New+395,008
Comcast Corp NewCMCSACL A20030N1018.9<0.1%363,105Reduced−4,112,701
Mobileye Global IncMBLYCOMMON CLASS A60741F1048.6<0.1%887,998Reduced−72,455
Sionna Therapeutics IncSIONCOM8294011088.3<0.1%189,498New+189,498
Accenture plc IrelandSHS CLASS AG1151C1018.3<0.1%66,890Reduced−675,313
Curtiss Wright CorpCWCOM2315611018.0<0.1%10,583New+10,583
York Space Systems IncYSSCOM9870841007.7<0.1%311,427Reduced−394,319
DPC Holdings plcORDINARY SHARESG2R11M1086.9<0.1%140,793New+140,793
AXT IncAXTICOM00246W1036.9<0.1%95,607New+95,607
Applied Aerospace & DefenseAADXCOMMON STOCK03815J1076.3<0.1%275,717New+275,717
Amer Sports IncCOM SHSG0260P1024.9<0.1%144,079Reduced−4,594,419
Icici Bank LimitedIBNADR45104G1044.6<0.1%157,489Reduced−19,007
Embraer S.A.EMBJSPONSORED ADS29082A1074.3<0.1%67,612Reduced−2,956
Stryker CorporationSYKCOM8636671013.8<0.1%12,111Reduced−255
Asml HLDG NVN Y REGISTRY SHSN070592101.8<0.1%920Reduced−1,653
Korea Elec PWR CorpKEPSPONSORED ADR5006311061.7<0.1%142,443Unchanged
Koninklijke Philips N VPHGNY REGIS SHS NEW5004723031.7<0.1%61,663Reduced−60,848
B2GOLD CorpBTGCOM11777Q2091.6<0.1%430,900Added+235,900
Infosys LtdINFYSPONSORED ADR4567881081.5<0.1%139,383Added+14,249
Inventiva SAIVAADS46124U1071.0<0.1%263,538Reduced−59,468
Allied Gold CorpAAUCCOM NEW01921D2040.9<0.1%37,383Added+11,500
Aura Minerals IncSHS NEWG069731120.9<0.1%13,682Reduced−8,900
GFL Environmental IncGFLSUB VTG SHS36168Q1040.8<0.1%20,418Added+3,710
Vaalco Energy IncEGYCOM NEW91851C2010.8<0.1%147,763Unchanged
Microsoft CorpMSFTCOM5949181040.7<0.1%1,796Added+400
Traeger IncCOOKCOM NEW89269P2020.4<0.1%5,594Reduced−34,406
Builders Firstsource IncBLDRCOM12008R1070.3<0.1%2,900Reduced−20
Intel CorpINTCCOM4581401000.2<0.1%1,479New+1,479
Ishares TRS&P MC 400GR ETF4642876060.0<0.1%72New+72
Ishares TRRUS MD CP GR ETF4642874810.0<0.1%53Added+42
News Corp NewNWSACL B65249B2080.0<0.1%38Added+16

Sold out: 50 positions

Held at the end of the quarter before and not reported this quarter.

Artisan Partners Limited Partnership, positions sold out
IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Affiliated Managers GroupAMGCOM0082521080.00.0%0Sold out−173,595
Agios Pharmaceuticals IncAGIOCOM00847X1040.00.0%0Sold out−481,516
Amdocs LtdSHSG026021030.00.0%0Sold out−140,326
Ascendis Pharma A/SSPONSORED ADR04351P1010.00.0%0Sold out−3,230,188
Bridgebio Pharma IncBBIOCOM10806X1020.00.0%0Sold out−254,392
Calix IncCALXCOM13100M5090.00.0%0Sold out−529,875
Carvana CoCVNACL A1468691020.00.0%0Sold out−184,932
Cencora IncCORCOM03073E1050.00.0%0Sold out−1,035,185
CME Group IncCMECOM12572Q1050.00.0%0Sold out−363,300
Colliers International Group IncCIGISUB VTG SHS1946931070.00.0%0Sold out−499,855
Compania de Minas BuenaventuBVNSPONSORED ADR2044481040.00.0%0Sold out−1,030,490
Fair Isaac CorpFICOCOM3032501040.00.0%0Sold out−72,816
Howmet Aerospace IncHWMCOM4432011080.00.0%0PutSold out−760,000
Intuitive Surgical IncISRGCOM NEW46120E6020.00.0%0Sold out−80,203
Ishares TRRUSSELL 2000 ETF4642876550.00.0%0PutSold out−1,220,000
Ishares TRINDIA 50 ETF4642895290.00.0%0Sold out−8,480
Lineage IncLINECOM53566V1060.00.0%0Sold out−329,491
Lithium Argentina AGNOTE 1.750% 1/153680QAA60.00.0%$0 principalSold out−5,485,000
Lockheed Martin CorpLMTCOM5398301090.00.0%0PutSold out−101,600
Lockheed Martin CorpLMTCOM5398301090.00.0%0Sold out−92,662
Marex Group plcORDG5S37H1010.00.0%0Sold out−1,216,883
Martin Midstream PRTNRS L PMMLPUNIT L P INT5733311050.00.0%0Sold out−114,935
Medtronic plcSHSG5960L1030.00.0%0Sold out−1,328,676
MGM Resorts InternationalMGMCOM5529531010.00.0%0Sold out−472,188
Moelis & CoMCCL A60786M1050.00.0%0Sold out−128,399
Natera IncNTRACOM6323071040.00.0%0Sold out−18,509
Nokia CorpNOKSPONSORED ADR6549022040.00.0%0Sold out−91,298,033
Ocular Therapeutix IncOCULCOM67576A1000.00.0%0Sold out−902,931
Oracle CorpORCLCOM68389X1050.00.0%0Sold out−963,824
Palvella Therapeutics Inc NePVLACOM6979471090.00.0%0Sold out−193,796
Parsons Corp DelPSNCOM70202L1020.00.0%0Sold out−99,547
PG&E CorpPCGCOM69331C1080.00.0%0Sold out−127,908
PPL CorpPPLCOM69351T1060.00.0%0Sold out−5,463
Procore Technologies IncPCORCOM74275K1080.00.0%0Sold out−866,703
Repligen CorpRGENCOM7599161090.00.0%0Sold out−190,100
Roblox CorpRBLXCL A7710491030.00.0%0Sold out−5,812,398
Rocket Cos IncRKTCOM CL A77311W1010.00.0%0Sold out−5,197,983
Rxsight IncRXSTCOM78349D1070.00.0%0Sold out−2,058,684
Sailpoint IncSAILCOM78781J1090.00.0%0Sold out−1,706,651
Sensata Technologies HLDG PLSHSG8060N1020.00.0%0Sold out−7,428,537
S&P Global IncSPGICOM78409V1040.00.0%0Sold out−170,895
Taiwan Semiconductor ManufacTSMSPONSORED ADS8740391000.00.0%0CallSold out−265,500
The Baldwin Insurance GRP inBWINCOM CL A05589G1020.00.0%0Sold out−1,217,970
T-Mobile US IncTMUSCOM8725901040.00.0%0Sold out−68,323
Topbuild CorCOM89055F1030.00.0%0Sold out−260,619
Veeva Sys IncVEEVCL A COM9224751080.00.0%0Sold out−344,400
Venture Global IncVGCOM CL A92333F1010.00.0%0Sold out−509,534
Wells Fargo & CoWFCCOM9497461010.00.0%0CallSold out−1,344,000
Xylem IncXYLCOM98419M1000.00.0%0Sold out−2,275,214
Zscaler IncZSCOM98980G1020.00.0%0Sold out−385,216

Source: SEC EDGAR, Form 13F-HR, accession 0001193125-26-349319 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.