Artisan Partners Limited Partnership
Net seller this quarter
$63.1B
322
-$9.9B
27.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ACGL | $2.1B | 3.32% | 6.18% | -4.7% | Q3 2013 |
 BNY | $1.98B | 3.14% | 2.02% | -11.6% | Q3 2013 |
 GOOGL | $1.98B | 3.14% | 0.05% | -1.5% | Q4 2015 |
 ELV | $1.77B | 2.81% | 2.11% | -10.7% | Q3 2015 |
 SCHW | $1.75B | 2.77% | 1.09% | +8.5% | Q1 2021 |
 C | $1.59B | 2.52% | 0.68% | -1.2% | Q3 2013 |
 AXP | $1.53B | 2.42% | 0.67% | -1.6% | Q3 2013 |
 ICLR | $1.5B | 2.38% | 11.19% | +4.3% | Q3 2013 |
 WTW | $1.45B | 2.30% | 5.87% | +46.3% | Q2 2016 |
 BRK.B | $1.45B | 2.30% | Not reported | +11.1% | Q3 2013 |
 ARGX | $1.4B | 2.22% | 2.44% | +2.8% | Q3 2018 |
 META | $1.33B | 2.11% | Not reported | +1.0% | Q3 2013 |
 GRMN | $1.26B | 1.99% | 2.74% | -4.1% | Q3 2013 |
 MRSH | $1.21B | 1.92% | 1.52% | +49.1% | Q3 2013 |
 PGR | $1.12B | 1.78% | 0.88% | -1.5% | Q3 2013 |
 AXTA | $1.09B | 1.72% | 14.83% | +10.2% | Q3 2017 |
 AMZN | $1.05B | 1.67% | 0.04% | -18.4% | Q3 2013 |
 IQV | $917M | 1.45% | 2.88% | -6.2% | Q2 2019 |
 CPNG | $876M | 1.39% | Not reported | +49.8% | Q1 2021 |
 WST | $866M | 1.37% | 3.43% | -9.3% | Q3 2017 |
 ASND | $703M | 1.11% | 4.25% | -18.5% | Q2 2018 |
 SPOT | $623M | 0.99% | 0.66% | +3.9% | Q2 2018 |
 AON | $614M | 0.97% | 0.87% | +12.6% | Q3 2013 |
 AVGO | $609M | 0.97% | 0.03% | -21.5% | Q1 2016 |
 BKR | $601M | 0.95% | 1.09% | -12.3% | Q4 2022 |
 EW | $599M | 0.95% | 1.15% | +27.4% | Q1 2017 |
 SU | $584M | 0.93% | 0.91% | -37.1% | Q1 2020 |
 WWD | $582M | 0.92% | 2.30% | -2.9% | Q3 2013 |
 INSM | $580M | 0.92% | 2.49% | -16.6% | Q1 2020 |
 TSM | $562M | 0.89% | 0.00% | -1.3% | Q3 2015 |
 HSIC | $540M | 0.86% | 5.78% | -1.6% | Q3 2023 |
 LSCC | $531M | 0.84% | 2.53% | +15.6% | Q1 2020 |
 SE | $524M | 0.83% | 3.10% | +2.1% | Q1 2019 |
 GEV | $509M | 0.81% | 0.16% | -37.6% | Q2 2024 |
 CBRE | $501M | 0.79% | 1.28% | -6.1% | Q2 2021 |
 TWST | $494M | 0.78% | 7.66% | -24.6% | Q2 2020 |
 SHOP | $465M | 0.74% | 1.04% | -6.6% | Q1 2021 |
 NVDA | $451M | 0.72% | 0.01% | +7.5% | Q4 2015 |
 DASH | $440M | 0.70% | Not reported | +15.4% | Q1 2024 |
 FIX | $401M | 0.64% | 0.57% | -2.9% | Q3 2013 |
 RTX | $396M | 0.63% | 0.16% | -8.1% | Q2 2020 |
 LLY | $394M | 0.62% | 0.03% | +36.8% | Q4 2022 |
 RBC | $366M | 0.58% | 1.73% | -1.4% | Q2 2025 |
 SGI | $366M | 0.58% | 2.22% | +0.7% | Q2 2014 |
 SITM | $362M | 0.57% | 1.83% | +147.5% | Q1 2026 |
 LRCX | $341M | 0.54% | 0.06% | -84.4% | Q3 2013 |
 CNH | $335M | 0.53% | 2.41% | -4.9% | Q1 2020 |
 CARR | $334M | 0.53% | 0.55% | +14.5% | Q3 2020 |
 GE | $331M | 0.53% | 0.09% | +154.5% | Q1 2023 |
 VCYT | $325M | 0.52% | 6.89% | +0.8% | Q3 2019 |
| Q1 2026 | |||||
| ACGL | $2.18B | 3.49% | 6.37% | -2.5% | Q3 2013 |
| BNY | $1.84B | 2.95% | 2.25% | +4.9% | Q3 2013 |
| SCHW | $1.64B | 2.63% | 1.00% | +1.4% | Q1 2021 |
| GOOGL | $1.62B | 2.59% | 0.05% | -1.1% | Q4 2015 |
| ELV | $1.5B | 2.41% | 2.36% | +1.9% | Q3 2015 |
| AXP | $1.39B | 2.23% | 0.67% | +1.7% | Q3 2013 |
| META | $1.34B | 2.15% | Not reported | -2.8% | Q3 2013 |
| C | $1.3B | 2.09% | 0.66% | -1.1% | Q3 2013 |
| GRMN | $1.28B | 2.05% | 2.86% | -3.2% | Q3 2013 |
| BRK.B | $1.25B | 2.00% | Not reported | +0.1% | Q3 2013 |
| SU | $1.14B | 1.83% | 1.45% | -47.4% | Q1 2020 |
| AMZN | $1.13B | 1.81% | 0.05% | +17.3% | Q3 2013 |
| WTW | $1.1B | 1.77% | 4.01% | +9.4% | Q2 2016 |
| LRCX | $1.07B | 1.72% | 0.40% | -36.7% | Q3 2013 |
| ARGX | $1.07B | 1.72% | 2.37% | -16.5% | Q3 2018 |
| INSM | $1.07B | 1.71% | 3.01% | +34.8% | Q1 2020 |
| PGR | $1.03B | 1.66% | 0.89% | +11.5% | Q3 2013 |
| ICLR | $916M | 1.47% | 10.81% | +20.4% | Q3 2013 |
| IQV | $863M | 1.38% | 3.03% | +50.1% | Q2 2019 |
| MRSH | $846M | 1.36% | 1.01% | +45.2% | Q3 2013 |
| AXTA | $798M | 1.28% | 13.50% | +129.0% | Q3 2017 |
| BKR | $754M | 1.21% | 1.25% | -26.9% | Q4 2022 |
| ASND | $739M | 1.19% | 5.21% | +0.1% | Q2 2018 |
 NOK | $734M | 1.18% | 1.59% | -8.2% | Q2 2021 |
| WST | $666M | 1.07% | 3.75% | -6.8% | Q3 2017 |
| AVGO | $636M | 1.02% | 0.04% | +30.1% | Q1 2016 |
| CPNG | $636M | 1.02% | Not reported | Not reported | Q1 2021 |
| SPOT | $633M | 1.02% | 0.63% | +34.1% | Q2 2018 |
 LHX | $609M | 0.98% | 0.94% | -7.2% | Q3 2019 |
| GEV | $606M | 0.97% | 0.26% | -9.6% | Q2 2024 |
| CBRE | $536M | 0.86% | 1.35% | +1.3% | Q2 2021 |
| AON | $531M | 0.85% | 0.77% | +47.1% | Q3 2013 |
| SHOP | $517M | 0.83% | 1.11% | -0.7% | Q1 2021 |
| WWD | $504M | 0.81% | 2.36% | +32.3% | Q3 2013 |
| HSIC | $484M | 0.78% | 5.74% | -1.1% | Q3 2023 |
 LIN | $457M | 0.73% | 0.20% | +28.8% | Q4 2018 |
| SE | $443M | 0.71% | 3.03% | +10.3% | Q1 2019 |
| RTX | $439M | 0.70% | 0.17% | +31.9% | Q2 2020 |
| EW | $417M | 0.67% | 0.90% | +345.8% | Q1 2017 |
| TSM | $403M | 0.65% | 0.00% | +56.2% | Q3 2015 |
| NVDA | $366M | 0.59% | 0.01% | +11.4% | Q4 2015 |
 JPM | $358M | 0.58% | 0.05% | +2443.2% | Q3 2014 |
| CNH | $345M | 0.55% | 2.53% | -1.5% | Q1 2020 |
| SGI | $342M | 0.55% | 2.20% | +50.7% | Q2 2014 |
 WMB | $336M | 0.54% | 0.38% | -9.5% | Q4 2024 |
 RBLX | $329M | 0.53% | 0.81% | +153.6% | Q2 2023 |
 COR | $325M | 0.52% | 0.53% | -7.5% | Q2 2016 |
 AMD | $314M | 0.50% | 0.09% | +0.9% | Q3 2018 |
| RBC | $313M | 0.50% | 1.76% | -3.5% | Q2 2025 |
| DASH | $311M | 0.50% | Not reported | +22.0% | Q1 2024 |
| Q4 2025 | |||||
| ACGL | $2.23B | 3.34% | 6.48% | -1.7% | Q3 2013 |
| GOOGL | $1.78B | 2.66% | 0.05% | -24.6% | Q4 2015 |
| ELV | $1.76B | 2.64% | 2.28% | +10.0% | Q3 2015 |
| SCHW | $1.72B | 2.57% | 0.97% | -2.9% | Q1 2021 |
| BNY | $1.71B | 2.57% | 2.14% | -3.8% | Q3 2013 |
| AXP | $1.67B | 2.50% | 0.66% | -1.6% | Q3 2013 |
| META | $1.59B | 2.38% | Not reported | +6.4% | Q3 2013 |
| ARGX | $1.48B | 2.21% | 2.84% | -19.7% | Q3 2018 |
| SU | $1.46B | 2.18% | 2.75% | -3.1% | Q1 2020 |
| LRCX | $1.36B | 2.04% | 0.64% | -25.2% | Q3 2013 |
| C | $1.36B | 2.03% | 0.65% | -1.9% | Q3 2013 |
| BRK.B | $1.31B | 1.96% | Not reported | -1.6% | Q3 2013 |
| ICLR | $1.25B | 1.88% | 8.98% | -2.8% | Q3 2013 |
| GRMN | $1.16B | 1.73% | 2.96% | -2.2% | Q3 2013 |
| WTW | $1.14B | 1.70% | 3.62% | -2.4% | Q2 2016 |
| AMZN | $1.07B | 1.60% | 0.04% | -30.9% | Q3 2013 |
| PGR | $1.06B | 1.59% | 0.80% | +16.4% | Q3 2013 |
| INSM | $843M | 1.26% | 2.26% | -1.9% | Q1 2020 |
| WST | $784M | 1.17% | 3.96% | +2.9% | Q3 2017 |
| BKR | $770M | 1.15% | 1.71% | -2.4% | Q4 2022 |
| IQV | $760M | 1.14% | 1.99% | -1.8% | Q2 2019 |
| SHOP | $707M | 1.06% | 1.12% | -36.2% | Q1 2021 |
| ASND | $688M | 1.03% | 5.20% | -13.3% | Q2 2018 |
| NOK | $644M | 0.96% | 1.73% | -7.0% | Q2 2021 |
| CBRE | $628M | 0.94% | 1.32% | -2.9% | Q2 2021 |
| MRSH | $623M | 0.93% | 0.69% | -2.3% | Q3 2013 |
| SE | $620M | 0.93% | 2.75% | -3.9% | Q1 2019 |
| SPOT | $566M | 0.85% | 0.47% | +3.6% | Q2 2018 |
| LHX | $558M | 0.84% | 1.02% | +174.2% | Q3 2019 |
| AVGO | $546M | 0.82% | 0.03% | +399.5% | Q1 2016 |
| HSIC | $502M | 0.75% | 5.74% | -2.7% | Q3 2023 |
| GEV | $502M | 0.75% | 0.28% | -27.9% | Q2 2024 |
 ORCL | $447M | 0.67% | 0.08% | -22.1% | Q3 2013 |
 ST | $442M | 0.66% | 9.11% | -5.4% | Q2 2014 |
 PYPL | $439M | 0.66% | 0.82% | -30.3% | Q3 2017 |
 XYL | $438M | 0.66% | 1.32% | -12.4% | Q2 2017 |
 NFLX | $423M | 0.63% | 0.11% | -53.9% | Q1 2015 |
 AAPL | $417M | 0.62% | 0.01% | +68.2% | Q3 2013 |
 SNOW | $407M | 0.61% | 0.54% | -51.8% | Q3 2022 |
| AXTA | $406M | 0.61% | 5.89% | +887.2% | Q3 2017 |
| AON | $394M | 0.59% | 0.52% | -11.8% | Q3 2013 |
| DASH | $384M | 0.57% | Not reported | +23.7% | Q1 2024 |
| COR | $378M | 0.57% | 0.58% | -12.6% | Q2 2016 |
 SPGI | $358M | 0.54% | 0.23% | -14.3% | Q2 2016 |
| NVDA | $351M | 0.53% | 0.01% | -8.0% | Q4 2015 |
 V | $349M | 0.52% | 0.05% | +3.7% | Q2 2014 |
| AMD | $327M | 0.49% | 0.09% | -34.5% | Q3 2018 |
| WWD | $322M | 0.48% | 1.78% | +45.7% | Q3 2013 |
 DHR | $317M | 0.48% | 0.20% | -44.5% | Q2 2018 |
| RTX | $316M | 0.47% | 0.13% | +1545.1% | Q2 2020 |
| Q3 2025 | |||||
| ACGL | $2.14B | 3.04% | 6.33% | -0.8% | Q3 2013 |
| GOOGL | $1.83B | 2.60% | 0.06% | -6.9% | Q4 2015 |
| SCHW | $1.69B | 2.40% | 0.98% | -2.5% | Q1 2021 |
| BNY | $1.67B | 2.37% | 2.20% | -3.0% | Q3 2013 |
| META | $1.66B | 2.36% | Not reported | -1.0% | Q3 2013 |
| ARGX | $1.61B | 2.29% | 3.60% | -7.0% | Q3 2018 |
| AXP | $1.52B | 2.16% | 0.67% | -0.7% | Q3 2013 |
| ELV | $1.48B | 2.10% | 2.06% | +24.5% | Q3 2015 |
| AMZN | $1.47B | 2.08% | 0.06% | +48.8% | Q3 2013 |
| GRMN | $1.44B | 2.04% | 3.03% | -1.1% | Q3 2013 |
| LRCX | $1.42B | 2.02% | 0.84% | +7.9% | Q3 2013 |
| SU | $1.42B | 2.01% | 2.72% | +0.4% | Q1 2020 |
| BRK.B | $1.33B | 1.89% | Not reported | +1.9% | Q3 2013 |
| ICLR | $1.24B | 1.76% | 9.26% | -1.6% | Q3 2013 |
| WTW | $1.22B | 1.74% | 3.63% | -1.0% | Q2 2016 |
| C | $1.2B | 1.70% | 0.66% | +2.3% | Q3 2013 |
| NFLX | $1.17B | 1.67% | 0.23% | -11.2% | Q1 2015 |
| SHOP | $1.02B | 1.45% | 1.75% | -6.3% | Q1 2021 |
| PGR | $992M | 1.41% | 0.68% | +2.2% | Q3 2013 |
| SE | $903M | 1.28% | 2.86% | -3.8% | Q1 2019 |
| SNOW | $868M | 1.23% | 1.14% | -22.3% | Q3 2022 |
| BKR | $844M | 1.20% | 1.76% | +3.8% | Q4 2022 |
| ORCL | $829M | 1.18% | 0.10% | -17.6% | Q3 2013 |
| ASND | $740M | 1.05% | 6.13% | -6.8% | Q2 2018 |
| WST | $727M | 1.03% | 3.85% | +22.2% | Q3 2017 |
| PYPL | $723M | 1.03% | 1.15% | -10.1% | Q3 2017 |
| INSM | $711M | 1.01% | 2.32% | +49.0% | Q1 2020 |
| MRSH | $693M | 0.98% | 0.70% | -0.2% | Q3 2013 |
| SPOT | $656M | 0.93% | 0.46% | +45.9% | Q2 2018 |
| GEV | $655M | 0.93% | 0.39% | -20.5% | Q2 2024 |
| IQV | $652M | 0.93% | 2.02% | +4.9% | Q2 2019 |
| CBRE | $634M | 0.90% | 1.35% | +8.8% | Q2 2021 |
 MELI | $568M | 0.81% | 0.48% | +15.3% | Q3 2013 |
| XYL | $541M | 0.77% | 1.51% | -1.7% | Q2 2017 |
| NOK | $515M | 0.73% | 1.91% | -1.1% | Q2 2021 |
| DHR | $495M | 0.70% | 0.35% | -6.6% | Q2 2018 |
 BSX | $464M | 0.66% | 0.32% | -44.2% | Q2 2015 |
 SNPS | $461M | 0.65% | 0.50% | +186.3% | Q3 2013 |
| HSIC | $454M | 0.64% | 5.76% | +5.7% | Q3 2023 |
| AON | $452M | 0.64% | 0.59% | -41.8% | Q3 2013 |
 IRTC | $442M | 0.63% | 7.97% | -6.3% | Q1 2020 |
| ST | $429M | 0.61% | 9.64% | -0.4% | Q2 2014 |
 ETN | $414M | 0.59% | 0.28% | -6.1% | Q3 2023 |
| COR | $400M | 0.57% | 0.66% | -6.9% | Q2 2016 |
| WMB | $396M | 0.56% | 0.51% | -10.2% | Q4 2024 |
| SPGI | $390M | 0.55% | 0.26% | +32.1% | Q2 2016 |
 LYV | $388M | 0.55% | 1.01% | -4.2% | Q4 2015 |
| LIN | $386M | 0.55% | 0.17% | -6.2% | Q4 2018 |
| NVDA | $382M | 0.54% | 0.01% | -4.6% | Q4 2015 |
| AMD | $377M | 0.54% | 0.14% | -6.2% | Q3 2018 |