$56.8 Billion is the total value of Artisan Partners Limited Partnership's 351 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 21.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIDU | Buy | BAIDU INCspon adr rep a | $1,481,974,000 | -9.5% | 9,725,517 | +5.6% | 2.61% | -11.1% |
| AMAT | Buy | APPLIED MATLS INC | $1,375,900,000 | +150.2% | 67,380,019 | +116.7% | 2.42% | +145.6% |
| ACGL | Buy | ARCH CAP GROUP LTDord | $1,296,550,000 | -3.3% | 22,533,018 | +0.3% | 2.28% | -5.1% |
| F113PS | Buy | COVIDIEN PLC | $1,093,903,000 | +12.0% | 14,850,699 | +3.6% | 1.93% | +10.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $971,529,000 | +12.2% | 3,235,410 | +2.9% | 1.71% | +10.2% |
| IHS | Buy | IHS INCcl a | $900,032,000 | +29.3% | 7,407,667 | +27.4% | 1.58% | +26.9% |
| IMO | Buy | IMPERIAL OIL LTD | $800,841,000 | +10.0% | 17,197,546 | +4.6% | 1.41% | +8.0% |
| DFS | Buy | DISCOVER FINL SVCS | $590,119,000 | +6.2% | 10,141,243 | +2.1% | 1.04% | +4.3% |
| BK | Buy | BANK NEW YORK MELLON CORP | $577,749,000 | +2.8% | 16,371,464 | +1.8% | 1.02% | +1.0% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $574,491,000 | +52.7% | 17,257,151 | +38.8% | 1.01% | +50.0% |
| FLIR | Buy | FLIR SYS INC | $554,154,000 | +19.7% | 15,393,175 | +0.1% | 0.98% | +17.5% |
| UL | Buy | UNILEVER PLCspon adr new | $546,027,000 | +5.8% | 12,763,600 | +1.9% | 0.96% | +3.9% |
| BWA | Buy | BORGWARNER INC | $533,096,000 | +10.6% | 8,672,459 | +0.6% | 0.94% | +8.6% |
| ILMN | Buy | ILLUMINA INC | $517,831,000 | +55.9% | 3,483,323 | +16.0% | 0.91% | +53.1% |
| GOOGL | Buy | GOOGLE INCcl a | $486,646,000 | -0.1% | 436,646 | +0.4% | 0.86% | -1.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $455,994,000 | +11.3% | 4,642,108 | +3.8% | 0.80% | +9.4% |
| TRMB | Buy | TRIMBLE NAVIGATION LTD | $446,804,000 | +12.7% | 11,494,833 | +0.6% | 0.79% | +10.7% |
| Y | Buy | ALLEGHANY CORP DEL | $446,811,000 | +5.0% | 1,096,792 | +3.1% | 0.79% | +3.0% |
| CPHD | Buy | CEPHEID | $436,401,000 | +11.2% | 8,460,662 | +0.7% | 0.77% | +9.1% |
| MDT | Buy | MEDTRONIC INC | $422,515,000 | +11.7% | 6,865,702 | +4.1% | 0.74% | +9.7% |
| CSCO | Buy | CISCO SYS INC | $415,674,000 | +11.7% | 18,548,573 | +11.9% | 0.73% | +9.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $408,450,000 | +3.0% | 4,536,826 | +3.8% | 0.72% | +1.1% |
| LKQ | Buy | LKQ CORP | $404,874,000 | +16.3% | 15,365,243 | +45.3% | 0.71% | +14.3% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $405,117,000 | +38.6% | 713,172 | +30.0% | 0.71% | +36.1% |
| AME | Buy | AMETEK INC NEW | $404,262,000 | +34.1% | 7,851,266 | +37.2% | 0.71% | +31.9% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $387,007,000 | +4.0% | 7,850,049 | +2.0% | 0.68% | +2.1% |
| ACN | Buy | ACCENTURE PLC IRELAND | $380,499,000 | -0.9% | 4,772,947 | +2.2% | 0.67% | -2.6% |
| FLEX | Buy | FLEXTRONICS INTL LTDord | $368,533,000 | +63.9% | 39,884,476 | +37.8% | 0.65% | +61.0% |
| CB | Buy | CHUBB CORP | $355,415,000 | +6.3% | 3,980,006 | +15.1% | 0.63% | +4.5% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $352,402,000 | +15.1% | 2,316,453 | +0.6% | 0.62% | +12.9% |
| ADSK | Buy | AUTODESK INC | $345,264,000 | +80.9% | 7,020,412 | +85.1% | 0.61% | +77.8% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $340,099,000 | -7.4% | 8,082,206 | +0.6% | 0.60% | -9.0% |
| FSL | Buy | FREESCALE SEMICONDUCTOR LTD | $326,880,000 | +72.6% | 13,391,216 | +13.5% | 0.58% | +69.1% |
| ARMH | Buy | ARM HLDGS PLCsponsored adr | $322,410,000 | -6.3% | 6,325,477 | +0.6% | 0.57% | -7.9% |
| TSCO | Buy | TRACTOR SUPPLY CO | $319,265,000 | -8.4% | 4,520,248 | +0.6% | 0.56% | -10.1% |
| WDAY | Buy | WORKDAY INCcl a | $316,045,000 | +130.7% | 3,456,692 | +109.8% | 0.56% | +126.0% |
| LBTYK | Buy | LIBERTY GLOBAL PLC | $303,250,000 | +861.5% | 7,449,038 | +1891.5% | 0.53% | +836.8% |
| NBL | Buy | NOBLE ENERGY INC | $299,859,000 | +10.2% | 4,220,984 | +5.6% | 0.53% | +8.2% |
| MA | Buy | MASTERCARD INCcl a | $297,260,000 | -17.8% | 3,979,381 | +819.4% | 0.52% | -19.3% |
| MAT | Buy | MATTEL INC | $283,996,000 | -2.4% | 7,080,416 | +15.8% | 0.50% | -4.2% |
| FOSL | Buy | FOSSIL GROUP INC | $278,635,000 | +39.8% | 2,389,462 | +43.8% | 0.49% | +37.3% |
| PLL | Buy | PALL CORP | $274,813,000 | +52.5% | 3,071,571 | +45.5% | 0.48% | +49.8% |
| IPGP | Buy | IPG PHOTONICS CORP | $274,886,000 | -7.9% | 3,867,278 | +0.5% | 0.48% | -9.5% |
| COH | Buy | COACH INC | $271,580,000 | +5.4% | 5,468,784 | +19.1% | 0.48% | +3.5% |
| WCN | Buy | WASTE CONNECTIONS INC | $270,678,000 | +37.5% | 6,171,413 | +36.7% | 0.48% | +34.8% |
| SM | Buy | SM ENERGY CO | $270,301,000 | +4.9% | 3,791,563 | +22.3% | 0.48% | +3.0% |
| CVD | Buy | COVANCE INC | $268,936,000 | +18.7% | 2,588,412 | +0.6% | 0.47% | +16.5% |
| CVLT | Buy | COMMVAULT SYSTEMS INC | $267,585,000 | -12.9% | 4,119,861 | +0.5% | 0.47% | -14.5% |
| WSM | Buy | WILLIAMS SONOMA INC | $266,610,000 | +15.1% | 4,000,749 | +0.6% | 0.47% | +13.0% |
| UAA | Buy | UNDER ARMOUR INCcl a | $264,347,000 | +32.1% | 2,305,888 | +0.6% | 0.46% | +29.5% |
| MLCO | Buy | MELCO CROWN ENTMT LTDadr | $246,229,000 | +86.8% | 6,370,742 | +89.5% | 0.43% | +83.5% |
| GMCR | New | KEURIG GREEN MTN INC | $246,242,000 | – | 2,332,055 | +100.0% | 0.43% | – |
| XEL | New | XCEL ENERGY INC | $237,437,000 | – | 7,820,721 | +100.0% | 0.42% | – |
| TDC | Buy | TERADATA CORP DEL | $231,802,000 | +18.2% | 4,712,379 | +9.3% | 0.41% | +16.2% |
| LBTYA | Buy | LIBERTY GLOBAL PLC | $229,475,000 | -50.6% | 5,516,215 | +5.6% | 0.40% | -51.5% |
| KGC | Buy | KINROSS GOLD CORP | $226,699,000 | +1.2% | 54,758,115 | +7.0% | 0.40% | -0.7% |
| SLB | Buy | SCHLUMBERGER LTD | $223,053,000 | +14.2% | 2,287,719 | +5.5% | 0.39% | +12.3% |
| CP | Buy | CANADIAN PAC RY LTD | $202,929,000 | +4.9% | 1,348,994 | +5.5% | 0.36% | +2.9% |
| GTLS | Buy | CHART INDS INC | $194,924,000 | -16.2% | 2,450,329 | +0.7% | 0.34% | -17.7% |
| DNRCQ | New | DENBURY RES INC | $186,184,000 | – | 11,352,681 | +100.0% | 0.33% | – |
| AGNC | New | AMERICAN CAPITAL AGENCY CORP | $186,402,000 | – | 8,673,916 | +100.0% | 0.33% | – |
| IT | Buy | GARTNER INC | $172,476,000 | +32.9% | 2,483,810 | +36.0% | 0.30% | +30.5% |
| CAB | Buy | CABELAS INC | $172,636,000 | +33.2% | 2,635,259 | +35.6% | 0.30% | +31.0% |
| KATE | New | KATE SPADE & CO | $170,829,000 | – | 4,605,799 | +100.0% | 0.30% | – |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $162,193,000 | +20.3% | 3,306,696 | +20.3% | 0.28% | +17.8% |
| NSR | Buy | NEUSTAR INCcl a | $160,918,000 | -17.9% | 4,949,810 | +26.0% | 0.28% | -19.4% |
| LPLA | Buy | LPL FINL HLDGS INC | $160,143,000 | +30.0% | 3,048,014 | +16.3% | 0.28% | +27.6% |
| MDR | Buy | MCDERMOTT INTL INC | $153,789,000 | -11.6% | 19,666,096 | +3.6% | 0.27% | -13.1% |
| TRIP | Buy | TRIPADVISOR INC | $153,670,000 | +19.7% | 1,696,321 | +9.5% | 0.27% | +17.4% |
| KORS | Buy | MICHAEL KORS HLDGS LTD | $126,727,000 | +1298.3% | 1,358,715 | +1117.1% | 0.22% | +1293.8% |
| CGNX | Buy | COGNEX CORP | $118,561,000 | -10.4% | 3,501,493 | +1.0% | 0.21% | -11.8% |
| DXCM | Buy | DEXCOM INC | $118,952,000 | +18.0% | 2,876,019 | +1.1% | 0.21% | +15.5% |
| KMT | New | KENNAMETAL INC | $116,993,000 | – | 2,640,924 | +100.0% | 0.21% | – |
| CREE | Buy | CREE INC | $113,501,000 | -9.2% | 2,006,737 | +0.5% | 0.20% | -10.7% |
| BIIB | Buy | BIOGEN IDEC INC | $100,594,000 | +31.2% | 328,877 | +20.0% | 0.18% | +29.2% |
| BECN | Buy | BEACON ROOFING SUPPLY INC | $99,809,000 | -3.0% | 2,581,723 | +1.0% | 0.18% | -4.9% |
| BRKR | Buy | BRUKER CORP | $98,650,000 | +60.3% | 4,328,633 | +39.1% | 0.17% | +58.2% |
| DNKN | Buy | DUNKIN BRANDS GROUP INC | $98,264,000 | +8.2% | 1,958,221 | +4.0% | 0.17% | +6.1% |
| TDY | Buy | TELEDYNE TECHNOLOGIES INC | $96,620,000 | +12.4% | 992,703 | +6.1% | 0.17% | +10.4% |
| NOW | Buy | SERVICENOW INC | $91,960,000 | +7.5% | 1,534,711 | +0.5% | 0.16% | +5.9% |
| CAE | Buy | CAE INC | $87,945,000 | +14.1% | 6,682,037 | +10.3% | 0.16% | +12.3% |
| CSGP | Buy | COSTAR GROUP INC | $86,607,000 | +2.3% | 463,784 | +1.1% | 0.15% | 0.0% |
| NLSN | Buy | NIELSEN HOLDINGS N V | $78,745,000 | +51.1% | 1,764,399 | +55.4% | 0.14% | +49.5% |
| GRFS | Buy | GRIFOLS S Asp adr rep b nvt | $76,113,000 | +192.6% | 1,842,941 | +155.9% | 0.13% | +185.1% |
| AMZN | Buy | AMAZON COM INC | $73,371,000 | +4.3% | 218,029 | +23.6% | 0.13% | +2.4% |
| GLFMQ | Buy | GULFMARK OFFSHORE INCcl a new | $72,119,000 | -2.1% | 1,604,780 | +2.7% | 0.13% | -3.8% |
| INFA | Buy | INFORMATICA CORP | $70,586,000 | -8.2% | 1,868,349 | +0.8% | 0.12% | -10.1% |
| DECK | Buy | DECKERS OUTDOOR CORP | $66,557,000 | +4.6% | 834,782 | +10.8% | 0.12% | +2.6% |
| TDW | Buy | TIDEWATER INC | $66,007,000 | -7.9% | 1,357,605 | +12.3% | 0.12% | -9.4% |
| APC | Buy | ANADARKO PETE CORP | $65,534,000 | +18.5% | 773,168 | +10.9% | 0.12% | +16.2% |
| THRM | Buy | GENTHERM INC | $64,453,000 | +37.7% | 1,856,374 | +6.4% | 0.11% | +34.5% |
| ABCO | Buy | ADVISORY BRD CO | $62,322,000 | +12.9% | 969,991 | +11.9% | 0.11% | +11.1% |
| FEIC | Buy | FEI CO | $60,967,000 | +41.1% | 591,797 | +22.4% | 0.11% | +39.0% |
| CUB | Buy | CUBIC CORP | $60,465,000 | +19.6% | 1,183,971 | +23.4% | 0.11% | +16.5% |
| SBUX | Buy | STARBUCKS CORP | $59,556,000 | +21.6% | 811,613 | +29.9% | 0.10% | +19.3% |
| DWRE | Buy | DEMANDWARE INC | $58,397,000 | +1.0% | 911,604 | +1.1% | 0.10% | -1.0% |
| ICPT | New | INTERCEPT PHARMACEUTICALS IN | $57,955,000 | – | 175,733 | +100.0% | 0.10% | – |
| SPNV | Buy | SUPERIOR ENERGY SVCS INC | $52,221,000 | +104.2% | 1,697,676 | +76.7% | 0.09% | +100.0% |
| AWAY | Buy | HOMEAWAY INC | $45,225,000 | +20.6% | 1,200,566 | +30.8% | 0.08% | +19.4% |
| CAVM | Buy | CAVIUM INC | $45,405,000 | +28.1% | 1,038,310 | +1.1% | 0.08% | +25.0% |
| NDLS | New | NOODLES & COcl a | $44,553,000 | – | 1,128,775 | +100.0% | 0.08% | – |
| NR | Buy | NEWPARK RES INC | $42,929,000 | +14.2% | 3,749,253 | +22.6% | 0.08% | +13.4% |
| TASR | Buy | TASER INTL INC | $43,102,000 | +92.7% | 2,356,604 | +67.3% | 0.08% | +90.0% |
| ERA | Buy | ERA GROUP INC | $41,209,000 | +73.7% | 1,405,985 | +82.9% | 0.07% | +69.8% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $41,367,000 | +8.4% | 796,290 | +10.9% | 0.07% | +7.4% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $40,820,000 | +20.6% | 487,814 | +47.2% | 0.07% | +18.0% |
| OASPQ | Buy | OASIS PETE INC NEW | $40,077,000 | +11.9% | 960,396 | +26.0% | 0.07% | +10.9% |
| AZZ | Buy | AZZ INC | $39,969,000 | +52.4% | 894,566 | +66.7% | 0.07% | +48.9% |
| KAMN | Buy | KAMAN CORP | $39,414,000 | +11.4% | 968,880 | +8.8% | 0.07% | +9.5% |
| LOCK | New | LIFELOCK INC | $38,694,000 | – | 2,261,486 | +100.0% | 0.07% | – |
| 6107SC | New | URS CORP NEW | $38,652,000 | – | 821,324 | +100.0% | 0.07% | – |
| WMT | New | WAL-MART STORES INC | $38,894,000 | – | 508,889 | +100.0% | 0.07% | – |
| FDP | Buy | FRESH DEL MONTE PRODUCE INCord | $35,945,000 | +175.3% | 1,303,786 | +182.6% | 0.06% | +173.9% |
| ACXM | Buy | ACXIOM CORP | $35,913,000 | +43.1% | 1,044,148 | +53.8% | 0.06% | +40.0% |
| ROSE | Buy | ROSETTA RESOURCES INC | $35,040,000 | -2.0% | 752,255 | +1.1% | 0.06% | -3.1% |
| ALNY | Buy | ALNYLAM PHARMACEUTICALS INC | $34,838,000 | +22.0% | 518,883 | +16.9% | 0.06% | +19.6% |
| ULTI | Buy | ULTIMATE SOFTWARE GROUP INC | $34,556,000 | +68.5% | 252,234 | +88.5% | 0.06% | +64.9% |
| PSMT | Buy | PRICESMART INC | $32,133,000 | +20.2% | 318,368 | +37.5% | 0.06% | +18.8% |
| TXTR | Buy | TEXTURA CORP | $32,032,000 | +6.1% | 1,270,619 | +26.1% | 0.06% | +3.7% |
| EQT | Buy | EQT CORP | $30,676,000 | +59.8% | 316,344 | +47.9% | 0.05% | +58.8% |
| ELNK | New | EARTHLINK HLDGS CORP | $29,447,000 | – | 8,157,040 | +100.0% | 0.05% | – |
| DATA | Buy | TABLEAU SOFTWARE INCcl a | $28,160,000 | +11.6% | 370,135 | +1.1% | 0.05% | +11.1% |
| RH | Buy | RESTORATION HARDWARE HLDGS I | $26,114,000 | +19.7% | 354,858 | +9.5% | 0.05% | +17.9% |
| FIVE | Buy | FIVE BELOW INC | $24,754,000 | +33.8% | 582,717 | +36.1% | 0.04% | +33.3% |
| ZQKSQ | Buy | QUIKSILVER INC | $24,626,000 | -3.2% | 3,279,152 | +13.0% | 0.04% | -6.5% |
| DFODQ | New | DEAN FOODS CO NEW | $22,866,000 | – | 1,479,024 | +100.0% | 0.04% | – |
| SSTK | Buy | SHUTTERSTOCK INC | $21,213,000 | +31.6% | 292,151 | +51.6% | 0.04% | +27.6% |
| MMYT | New | MAKEMYTRIP LIMITED MAURITIUS | $18,970,000 | – | 700,503 | +100.0% | 0.03% | – |
| TUMI | Buy | TUMI HLDGS INC | $17,945,000 | +1.5% | 792,984 | +1.1% | 0.03% | 0.0% |
| CRMT | Buy | AMERICAS CAR MART INC | $18,447,000 | +87.6% | 502,363 | +115.7% | 0.03% | +77.8% |
| HIBB | Buy | HIBBETT SPORTS INC | $17,408,000 | -20.0% | 329,193 | +1.7% | 0.03% | -20.5% |
| AGI | Buy | ALAMOS GOLD INC | $16,214,000 | +24.4% | 1,797,609 | +67.3% | 0.03% | +26.1% |
| SZYM | Buy | SOLAZYME INC | $16,707,000 | +232.3% | 1,439,018 | +211.7% | 0.03% | +222.2% |
| IMAX | Buy | IMAX CORP | $14,986,000 | -5.7% | 548,341 | +1.7% | 0.03% | -7.1% |
| QUAD | Buy | QUAD / GRAPHICS INC | $13,684,000 | -6.5% | 583,545 | +8.6% | 0.02% | -7.7% |
| BNFT | Buy | BENEFITFOCUS INC | $13,595,000 | -17.8% | 289,442 | +1.1% | 0.02% | -20.0% |
| MELI | Buy | MERCADOLIBRE INC | $13,249,000 | -10.3% | 139,303 | +1.7% | 0.02% | -11.5% |
| AXAS | Buy | ABRAXAS PETE CORP | $13,162,000 | +122.4% | 3,323,653 | +84.2% | 0.02% | +109.1% |
| T104SC | Buy | ANNIES INC | $12,012,000 | -5.0% | 298,880 | +1.7% | 0.02% | -8.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $11,333,000 | +5.7% | 226,568 | +9.8% | 0.02% | +5.3% |
| ICUI | New | ICU MED INC | $11,161,000 | – | 186,388 | +100.0% | 0.02% | – |
| ARWR | New | ARROWHEAD RESH CORP | $10,800,000 | – | 657,723 | +100.0% | 0.02% | – |
| TJX | Buy | TJX COS INC NEW | $10,937,000 | +7.5% | 180,324 | +13.0% | 0.02% | +5.6% |
| BOOM | New | DYNAMIC MATLS CORP | $9,990,000 | – | 524,667 | +100.0% | 0.02% | – |
| CHD | New | CHURCH & DWIGHT INC | $10,025,000 | – | 145,141 | +100.0% | 0.02% | – |
| WAIR | Buy | WESCO AIRCRAFT HLDGS INC | $9,458,000 | +72.2% | 429,692 | +71.5% | 0.02% | +70.0% |
| FMI | Buy | FOUNDATION MEDICINE INC | $9,132,000 | +38.2% | 282,121 | +1.7% | 0.02% | +33.3% |
| VNTV | Buy | VANTIV INCcl a | $9,259,000 | +118.4% | 306,400 | +135.7% | 0.02% | +100.0% |
| CPA | New | COPA HOLDINGS SAcl a | $8,499,000 | – | 58,534 | +100.0% | 0.02% | – |
| CTRL | Buy | CONTROL4 CORP | $7,727,000 | +22.2% | 364,330 | +2.0% | 0.01% | +27.3% |
| DRQ | Buy | DRIL-QUIP INC | $7,909,000 | +3.7% | 70,556 | +1.7% | 0.01% | 0.0% |
| CELG | New | CELGENE CORP | $7,705,000 | – | 55,192 | +100.0% | 0.01% | – |
| U104PS | Buy | PERFECT WORLD CO LTDspon adr rep b | $6,760,000 | +30.4% | 327,059 | +12.2% | 0.01% | +33.3% |
| BEAV | Buy | B/E AEROSPACE INC | $6,562,000 | +0.5% | 75,608 | +0.8% | 0.01% | 0.0% |
| NC | New | NACCO INDS INCcl a | $6,845,000 | – | 126,272 | +100.0% | 0.01% | – |
| EWT | Buy | ISHARESmsci taiwan etf | $6,344,000 | +4.1% | 441,180 | +4.4% | 0.01% | 0.0% |
| MKTX | Buy | MARKETAXESS HLDGS INC | $6,424,000 | -9.9% | 108,475 | +1.8% | 0.01% | -15.4% |
| XONE | Buy | EXONE CO | $6,120,000 | -40.5% | 170,818 | +0.3% | 0.01% | -38.9% |
| DIS | Buy | DISNEY WALT CO | $5,259,000 | +18.0% | 65,680 | +12.5% | 0.01% | +12.5% |
| VIAB | Buy | VIACOM INC NEWcl b | $4,500,000 | +10.4% | 52,945 | +13.4% | 0.01% | +14.3% |
| NWE | New | NORTHWESTERN CORP | $4,629,000 | – | 97,600 | +100.0% | 0.01% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $4,481,000 | – | 65,699 | +100.0% | 0.01% | – |
| CRTO | Buy | CRITEO S Aspons ads | $3,748,000 | +20.9% | 92,438 | +2.0% | 0.01% | +16.7% |
| CSLT | New | CASTLIGHT HEALTH INCcl b | $3,142,000 | – | 148,060 | +100.0% | 0.01% | – |
| GSM | New | GLOBE SPECIALTY METALS INC | $3,506,000 | – | 168,390 | +100.0% | 0.01% | – |
| AAP | Buy | ADVANCE AUTO PARTS INC | $3,344,000 | +29.4% | 26,432 | +13.2% | 0.01% | +20.0% |
| DISCA | Buy | DISCOVERY COMMUNICATNS NEW | $3,568,000 | +32.9% | 43,148 | +45.4% | 0.01% | +20.0% |
| MDVN | Buy | MEDIVATION INC | $3,512,000 | +63.5% | 54,566 | +62.1% | 0.01% | +50.0% |
| CBS | New | CBS CORP NEWcl b | $2,921,000 | – | 47,268 | +100.0% | 0.01% | – |
| PKI | Buy | PERKINELMER INC | $2,783,000 | +195.4% | 61,757 | +170.4% | 0.01% | +150.0% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $2,506,000 | +127.4% | 146,235 | +134.9% | 0.00% | +100.0% |
| NCFT | New | NORCRAFT COS INC | $2,245,000 | – | 132,580 | +100.0% | 0.00% | – |
| FRC | Buy | FIRST REP BK SAN FRANCISCO C | $2,384,000 | +257.4% | 44,154 | +246.5% | 0.00% | +300.0% |
| DORM | New | DORMAN PRODUCTS INC | $1,984,000 | – | 33,595 | +100.0% | 0.00% | – |
| COO | New | COOPER COS INC | $1,212,000 | – | 8,823 | +100.0% | 0.00% | – |
| DRC | New | DRESSER-RAND GROUP INC | $315,000 | – | 5,398 | +100.0% | 0.00% | – |
| QLIK | New | QLIK TECHNOLOGIES INC | $487,000 | – | 18,300 | +100.0% | 0.00% | – |
| SPSC | New | SPS COMM INC | $737,000 | – | 12,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ARCH CAP GROUP LTD | 42 | Q3 2023 | 3.5% |
| PROGRESSIVE CORP OHIO | 42 | Q3 2023 | 2.5% |
| BANK NEW YORK MELLON CORP | 42 | Q3 2023 | 1.7% |
| CITIGROUP INC | 42 | Q3 2023 | 1.7% |
| META PLATFORMS INC | 42 | Q3 2023 | 2.1% |
| MARSH & MCLENNAN COS INC | 42 | Q3 2023 | 1.4% |
| AMERICAN EXPRESS CO | 42 | Q3 2023 | 1.3% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 1.7% |
| DEXCOM INC | 42 | Q3 2023 | 1.2% |
| GUIDEWIRE SOFTWARE INC | 42 | Q3 2023 | 0.9% |
View Artisan Partners Limited Partnership's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| AGILYSYS INC | February 10, 2023 | 1,153,832 | 4.6% |
| AMERICAN SOFTWARE INC | February 10, 2023 | ? | ? |
| BigCommerce Holdings, Inc. | February 10, 2023 | ? | ? |
| Ingersoll Rand Inc. | February 10, 2023 | 15,611,586 | 3.9% |
| Liberty Global plc | February 10, 2023 | 12,759,828 | 7.4% |
| NEOGENOMICS INC | February 10, 2023 | ? | ? |
| NICE Ltd. | February 10, 2023 | 1,407,432 | 2.2% |
| TELEFONICA BRASIL S.A. | February 10, 2023 | 48,141,789 | 2.9% |
| ThredUp Inc. | February 10, 2023 | ? | ? |
| VAPOTHERM INC | February 10, 2023 | 10 | 0.0% |
View Artisan Partners Limited Partnership's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
| SC 13G/A | 2024-02-12 |
View Artisan Partners Limited Partnership's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.