$56.6 Billion is the total value of Artisan Partners Limited Partnership's 320 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 38.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEEV | Buy | VEEVA SYS INC | $1,604,477,239 | +3.6% | 9,942,231 | +5.8% | 2.84% | +4.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $937,874,587 | +8.6% | 14,480,077 | +6.3% | 1.66% | +9.2% |
| FB | Buy | META PLATFORMS INCcl a | $712,981,768 | +1.4% | 5,924,728 | +14.3% | 1.26% | +2.0% |
| New | ATLASSIAN CORPORATIONcl a | $707,739,228 | – | 5,499,994 | +100.0% | 1.25% | – | |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $703,779,328 | -7.3% | 507,232 | +0.4% | 1.24% | -6.8% |
| ZS | Buy | ZSCALER INC | $534,237,120 | +74.3% | 4,774,237 | +156.0% | 0.94% | +75.3% |
| V | Buy | VISA INC | $509,527,660 | +24.2% | 2,452,482 | +6.2% | 0.90% | +25.0% |
| HUBS | Buy | HUBSPOT INC | $482,621,000 | +7.7% | 1,669,218 | +0.6% | 0.85% | +8.2% |
| XRAY | Buy | DENTSPLY SIRONA INC | $432,459,923 | +15.3% | 13,582,284 | +2.7% | 0.76% | +16.1% |
| LRCX | Buy | LAM RESEARCH CORP | $407,068,536 | +25.0% | 968,519 | +8.9% | 0.72% | +25.9% |
| HALO | Buy | HALOZYME THERAPEUTICS INC | $406,320,226 | +67.7% | 7,140,953 | +16.5% | 0.72% | +68.5% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $388,354,895 | +68.5% | 4,408,615 | +53.0% | 0.69% | +69.6% |
| SIVB | Buy | SVB FINANCIAL GROUP | $373,771,064 | -21.2% | 1,624,103 | +14.9% | 0.66% | -20.7% |
| NFLX | Buy | NETFLIX INC | $372,411,619 | +116.1% | 1,262,926 | +72.5% | 0.66% | +117.2% |
| AMZN | Buy | AMAZON COM INC | $362,538,120 | -12.9% | 4,315,930 | +17.2% | 0.64% | -12.3% |
| BNTX | Buy | BIONTECH SEsponsored ads | $361,534,474 | +20.3% | 2,406,700 | +8.0% | 0.64% | +21.0% |
| CTLT | Buy | CATALENT INC | $352,982,283 | -16.9% | 7,842,308 | +33.6% | 0.62% | -16.4% |
| NVDA | Buy | NVIDIA CORPORATION | $315,645,009 | +33.1% | 2,159,881 | +10.5% | 0.56% | +33.8% |
| MPWR | Buy | MONOLITHIC PWR SYS INC | $305,404,117 | +12.4% | 863,675 | +15.5% | 0.54% | +13.0% |
| CSGP | Buy | COSTAR GROUP INC | $297,437,969 | +456.0% | 3,848,835 | +401.1% | 0.53% | +459.6% |
| Buy | NU HLDGS LTD | $284,285,345 | +8.3% | 69,848,979 | +17.0% | 0.50% | +8.9% | |
| A | Buy | AGILENT TECHNOLOGIES INC | $283,203,497 | +52.9% | 1,892,439 | +24.2% | 0.50% | +54.2% |
| DXCM | Buy | DEXCOM INC | $256,777,135 | +105.7% | 2,267,548 | +46.3% | 0.45% | +107.3% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC | $249,660,221 | +10.8% | 1,060,804 | +15.8% | 0.44% | +11.4% |
| TYL | Buy | TYLER TECHNOLOGIES INC | $241,957,098 | +17.8% | 750,464 | +27.0% | 0.43% | +18.6% |
| LBTYA | Buy | LIBERTY GLOBAL PLC | $241,543,544 | +22.6% | 12,759,828 | +1.0% | 0.43% | +23.4% |
| NVST | Buy | ENVISTA HOLDINGS CORPORATION | $204,002,894 | +6.1% | 6,058,892 | +3.4% | 0.36% | +6.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $200,673,368 | +3.6% | 947,198 | +5.0% | 0.36% | +4.1% |
| MCK | Buy | MCKESSON CORP | $191,264,310 | +10.4% | 509,875 | +0.0% | 0.34% | +10.8% |
| FIVE | Buy | FIVE BELOW INC | $181,355,777 | +62.6% | 1,025,362 | +26.6% | 0.32% | +63.8% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $168,982,343 | -10.8% | 1,604,923 | +39.6% | 0.30% | -10.2% |
| BILL | Buy | BILL COM HLDGS INC | $167,974,588 | +6.9% | 1,541,617 | +29.8% | 0.30% | +7.6% |
| CAE | Buy | CAE INC | $160,992,442 | +32.5% | 8,323,525 | +5.1% | 0.28% | +33.2% |
| ETSY | Buy | ETSY INC | $159,970,263 | +37.1% | 1,335,534 | +14.6% | 0.28% | +38.0% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $155,562,003 | +16.7% | 603,632 | +1.4% | 0.28% | +17.5% |
| AZN | New | ASTRAZENECA PLCsponsored adr | $150,994,465 | – | 2,227,057 | +100.0% | 0.27% | – |
| DDOG | Buy | DATADOG INC | $150,348,807 | -11.3% | 2,045,562 | +7.1% | 0.27% | -10.7% |
| BSY | Buy | BENTLEY SYS INC | $144,255,065 | +169.9% | 3,903,005 | +123.4% | 0.26% | +171.3% |
| CDAY | Buy | CERIDIAN HCM HLDG INC | $140,885,653 | +373.3% | 2,196,191 | +312.2% | 0.25% | +378.8% |
| EL | New | LAUDER ESTEE COS INCcall | $139,685,930 | – | 563,000 | +100.0% | 0.25% | – |
| SWAV | Buy | SHOCKWAVE MED INC | $137,313,349 | -25.6% | 667,834 | +0.6% | 0.24% | -25.0% |
| SBUX | New | STARBUCKS CORP | $133,055,869 | – | 1,341,289 | +100.0% | 0.24% | – |
| IRTC | Buy | IRHYTHM TECHNOLOGIES INC | $130,739,528 | +147.1% | 1,395,746 | +230.5% | 0.23% | +148.4% |
| INTU | Buy | INTUIT | $120,492,392 | +496.9% | 309,574 | +494.0% | 0.21% | +508.6% |
| EXAS | Buy | EXACT SCIENCES CORP | $107,490,814 | +211.1% | 2,171,093 | +104.1% | 0.19% | +211.5% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $104,048,199 | +21.4% | 2,975,356 | +1.9% | 0.18% | +21.9% |
| KRNT | Buy | KORNIT DIGITAL LTD | $100,998,056 | -9.9% | 4,396,955 | +4.4% | 0.18% | -9.1% |
| PWR | Buy | QUANTA SVCS INC | $94,557,443 | +99.0% | 663,561 | +77.9% | 0.17% | +98.8% |
| BEKE | Buy | KE HLDGS INCsponsored ads | $93,667,189 | +14.9% | 6,709,684 | +44.2% | 0.17% | +16.1% |
| MDT | Buy | MEDTRONIC PLC | $88,081,242 | +31.3% | 1,133,315 | +36.4% | 0.16% | +32.2% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $88,102,059 | +19.8% | 1,408,281 | +17.9% | 0.16% | +20.9% |
| New | U HAUL HOLDING COMPANY | $87,887,014 | – | 1,598,527 | +100.0% | 0.16% | – | |
| SNAP | Buy | SNAP INCcl a | $86,975,885 | +0.2% | 9,717,976 | +9.9% | 0.15% | +0.7% |
| SNOW | Buy | SNOWFLAKE INCcl a | $82,465,165 | -10.6% | 574,510 | +5.8% | 0.15% | -9.9% |
| ORCL | Buy | ORACLE CORP | $77,155,939 | +35.9% | 943,919 | +1.5% | 0.14% | +36.0% |
| SHOP | Buy | SHOPIFY INCcl a | $73,025,119 | +42.0% | 2,103,864 | +10.2% | 0.13% | +43.3% |
| New | CONSTELLATION ENERGY CORP | $71,470,590 | – | 829,029 | +100.0% | 0.13% | – | |
| NVO | Buy | NOVO-NORDISK A Sadr | $66,991,541 | +228.5% | 494,987 | +141.8% | 0.12% | +227.8% |
| CABO | Buy | CABLE ONE INC | $64,178,450 | +50.1% | 90,156 | +79.8% | 0.11% | +50.7% |
| CME | Buy | CME GROUP INC | $63,112,130 | +22.5% | 375,310 | +29.0% | 0.11% | +23.1% |
| DLTR | Buy | DOLLAR TREE INC | $63,131,885 | +16.6% | 446,351 | +12.2% | 0.11% | +17.9% |
| VNT | Buy | VONTIER CORPORATION | $61,799,982 | +86.2% | 3,197,102 | +60.9% | 0.11% | +87.9% |
| MDGL | Buy | MADRIGAL PHARMACEUTICALS INC | $61,617,173 | +350.5% | 212,290 | +0.9% | 0.11% | +354.2% |
| LLY | New | LILLY ELI & CO | $61,012,966 | – | 166,775 | +100.0% | 0.11% | – |
| DIS | Buy | DISNEY WALT CO | $60,969,604 | +17.8% | 701,768 | +27.9% | 0.11% | +18.7% |
| SAIA | New | SAIA INC | $57,655,081 | – | 274,967 | +100.0% | 0.10% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $57,802,252 | – | 217,834 | +100.0% | 0.10% | – |
| APD | New | AIR PRODS & CHEMS INC | $55,208,133 | – | 179,096 | +100.0% | 0.10% | – |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $54,849,184 | +142.2% | 527,802 | +105.8% | 0.10% | +142.5% |
| AJG | New | GALLAGHER ARTHUR J & CO | $53,068,731 | – | 281,472 | +100.0% | 0.09% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $51,193,095 | – | 1,382,103 | +100.0% | 0.09% | – |
| DV | Buy | DOUBLEVERIFY HLDGS INC | $50,887,447 | -8.3% | 2,317,279 | +14.2% | 0.09% | -8.2% |
| IAC | Buy | IAC INC | $48,896,921 | +24.8% | 1,101,282 | +55.7% | 0.09% | +24.6% |
| NKE | New | NIKE INCcl b | $48,199,461 | – | 411,926 | +100.0% | 0.08% | – |
| Buy | LIGHTSPEED COMMERCE INC | $46,521,273 | -9.7% | 3,255,287 | +11.2% | 0.08% | -9.9% | |
| SHLS | Buy | SHOALS TECHNOLOGIES GROUP INcl a | $44,921,110 | +47.1% | 1,820,880 | +28.5% | 0.08% | +46.3% |
| WAFD | New | WASHINGTON FED INC | $42,195,500 | – | 1,257,690 | +100.0% | 0.08% | – |
| New | GRAB HOLDINGS LIMITEDclass a ord | $38,594,366 | – | 11,985,828 | +100.0% | 0.07% | – | |
| MNDY | Buy | MONDAY COM LTD | $34,388,872 | +94.8% | 281,876 | +81.0% | 0.06% | +96.8% |
| MTSI | Buy | MACOM TECH SOLUTIONS HLDGS I | $34,463,097 | +44.5% | 547,207 | +18.8% | 0.06% | +45.2% |
| BCRX | Buy | BIOCRYST PHARMACEUTICALS INC | $33,044,342 | -1.0% | 2,878,427 | +8.6% | 0.06% | -1.7% |
| NKE | New | NIKE INCcall | $32,201,152 | – | 275,200 | +100.0% | 0.06% | – |
| RNA | Buy | AVIDITY BIOSCIENCES INC | $28,868,657 | +352.2% | 1,300,976 | +232.8% | 0.05% | +363.6% |
| PEN | Buy | PENUMBRA INC | $28,106,486 | +38.5% | 126,344 | +18.0% | 0.05% | +38.9% |
| LIN | Buy | LINDE PLC | $24,039,466 | +23.4% | 73,700 | +2.0% | 0.04% | +26.5% |
| Buy | CLEARWATER ANALYTICS HLDGS Icl a | $18,857,494 | +25.8% | 1,005,733 | +12.6% | 0.03% | +26.9% | |
| MKTX | New | MARKETAXESS HLDGS INC | $16,400,126 | – | 58,805 | +100.0% | 0.03% | – |
| New | GITLAB INC | $15,111,617 | – | 332,562 | +100.0% | 0.03% | – | |
| GTLS | New | CHART INDS INC | $15,362,233 | – | 133,318 | +100.0% | 0.03% | – |
| PDD | Buy | PINDUODUO INCsponsored ads | $12,874,299 | +38.8% | 157,870 | +6.5% | 0.02% | +43.8% |
| AKRO | New | AKERO THERAPEUTICS INC | $13,067,882 | – | 238,465 | +100.0% | 0.02% | – |
| ARMK | Buy | ARAMARK | $10,975,853 | +57.5% | 265,502 | +18.8% | 0.02% | +58.3% |
| TCOM | New | TRIP COM GROUP LTDads | $8,858,310 | – | 257,509 | +100.0% | 0.02% | – |
| NSC | Buy | NORFOLK SOUTHN CORP | $8,486,212 | +39.6% | 34,438 | +18.8% | 0.02% | +36.4% |
| DESP | Buy | DESPEGAR COM CORP | $8,531,113 | +0.9% | 1,662,985 | +12.1% | 0.02% | 0.0% |
| CARR | New | CARRIER GLOBAL CORPORATION | $7,755,908 | – | 188,022 | +100.0% | 0.01% | – |
| XP | New | XP INCcl a | $7,615,650 | – | 496,457 | +100.0% | 0.01% | – |
| BKR | New | BAKER HUGHES COMPANYcl a | $6,531,947 | – | 221,197 | +100.0% | 0.01% | – |
| PACB | New | PACIFIC BIOSCIENCES CALIF IN | $5,304,231 | – | 648,439 | +100.0% | 0.01% | – |
| FTI | New | TECHNIPFMC PLC | $3,093,273 | – | 253,755 | +100.0% | 0.01% | – |
| MRUS | New | MERUS N V | $2,161,685 | – | 139,734 | +100.0% | 0.00% | – |
| LXFR | Buy | LUXFER HLDGS PLC | $1,115,299 | +8.6% | 81,290 | +14.8% | 0.00% | 0.0% |
| VSTM | Buy | VERASTEM INC | $772,920 | -52.5% | 1,920,298 | +0.4% | 0.00% | -66.7% |
| BOH | Buy | BANK HAWAII CORP | $213,523 | +3.2% | 2,753 | +1.4% | 0.00% | – |
| KO | New | COCA COLA CO | $210,804 | – | 3,314 | +100.0% | 0.00% | – |
| New | CABLE ONE INCnote 1.125% 3/1 | $57,466 | – | 77,000 | +100.0% | 0.00% | – | |
| New | CABLE ONE INCnote 3/1 | $62,840 | – | 80,000 | +100.0% | 0.00% | – | |
| GCMG | Buy | GCM GROSVENOR INC | $137,033 | -2.1% | 18,007 | +1.4% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.