Filed: 2/10/2023ACC: 0000950123-23-001361
📋 What this filing means
ARTISAN PARTNERS LIMITED PARTNERSHIP filed this quarterly 13F‑HR report disclosing 317 equity positions with a total reported market value of $56.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
317
Positions
$56.56B
Total AUM (reported)
956.05M
Total Shares
Allocation by class
COM$32.84B58.1%
SHS$4.03B7.1%
CL A$3.31B5.8%
SPONSORED ADR$2.64B4.7%
ORD$2.06B3.6%
COM NEW$1.84B3.2%
CL A COM$1.75B3.1%
Portfolio Concentration
Top 3$5.14B9.1%
4–10$7.73B13.7%
11–25$11.10B19.6%
Rest$32.59B57.6%
Top 3 weight
9.1%
Top 10 weight
22.8%
Voting Authority Distribution
Total shares with voting rights: 954.60M
Sole
Full voting authority
860.82M
shares
% of voting shares90.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
93.78M
shares
% of voting shares9.8%
Investment Discretion (by position count)
Sole317
Shared0
Other0
Dominant voting typeSole · 90.2% of voting shares
Institutional Holdings317
Rows:
ARCH CAP GROUP LTD
SOLEShares31.13M
TypeSH
Market value$1.95B
3.46%
Sole
30.01M
Shared
0.00
None
1.12M
VEEVA SYS INC
SOLEShares9.94M
TypeSH
Market value$1.60B
2.84%
Sole
8.69M
Shared
0.00
None
1.26M
WILLIS TOWERS WATSON PLC LTD
SOLEShares6.47M
TypeSH
Market value$1.58B
2.80%
Sole
6.11M
Shared
0.00
None
351.67K
ELEVANCE HEALTH INC
SOLEShares2.41M
TypeSH
Market value$1.23B
2.18%
Sole
2.19M
Shared
0.00
None
215.52K
ALPHABET INC
SOLEShares13.97M
TypeSH
Market value$1.23B
2.18%
Sole
12.28M
Shared
0.00
None
1.69M
NEXTERA ENERGY INC
SOLEShares14.44M
TypeSH
Market value$1.21B
2.13%
Sole
12.63M
Shared
0.00
None
1.81M
PROGRESSIVE CORP
SOLEShares8.93M
TypeSH
Market value$1.16B
2.05%
Sole
7.84M
Shared
0.00
None
1.09M
ARGENX SE
SOLEShares2.62M
TypeSH
Market value$990.80M
1.75%
Sole
2.23M
Shared
0.00
None
388.87K
BANK NEW YORK MELLON CORP
SOLEShares21.33M
TypeSH
Market value$970.98M
1.72%
Sole
19.29M
Shared
0.00
None
2.04M
ADVANCED MICRO DEVICES INC
SOLEShares14.48M
TypeSH
Market value$937.87M
1.66%
Sole
12.32M
Shared
0.00
None
2.16M
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.97M
TypeSH
Market value$916.32M
1.62%
Sole
2.78M
Shared
0.00
None
182.21K
BOSTON SCIENTIFIC CORP
SOLEShares19.50M
TypeSH
Market value$902.29M
1.60%
Sole
16.05M
Shared
0.00
None
3.45M
ASCENDIS PHARMA A/S
SOLEShares6.92M
TypeSH
Market value$845.18M
1.49%
Sole
5.95M
Shared
0.00
None
966.49K
INGERSOLL RAND INC
SOLEShares15.61M
TypeSH
Market value$815.71M
1.44%
Sole
13.64M
Shared
0.00
None
1.98M
SCHLUMBERGER LTD
SOLEShares14.93M
TypeSH
Market value$798.04M
1.41%
Sole
12.44M
Shared
0.00
None
2.48M
CANADIAN PAC RY LTD
SOLEShares9.95M
TypeSH
Market value$741.87M
1.31%
Sole
8.52M
Shared
0.00
None
1.43M
META PLATFORMS INC
SOLEShares5.92M
TypeSH
Market value$712.98M
1.26%
Sole
5.45M
Shared
0.00
None
477.03K
ATLASSIAN CORPORATION
SOLEShares5.50M
TypeSH
Market value$707.74M
1.25%
Sole
4.84M
Shared
0.00
None
656.66K
CHIPOTLE MEXICAN GRILL INC
SOLEShares507.23K
TypeSH
Market value$703.78M
1.24%
Sole
454.01K
Shared
0.00
None
53.22K
ON SEMICONDUCTOR CORP
SOLEShares11.07M
TypeSH
Market value$690.68M
1.22%
Sole
9.64M
Shared
0.00
None
1.43M
CITIGROUP INC
SOLEShares14.85M
TypeSH
Market value$671.86M
1.19%
Sole
13.44M
Shared
0.00
None
1.42M
AMERICAN EXPRESS CO
SOLEShares4.52M
TypeSH
Market value$667.85M
1.18%
Sole
4.09M
Shared
0.00
None
430.43K
SENSATA TECHNOLOGIES HLDG PL
SOLEShares16.36M
TypeSH
Market value$660.55M
1.17%
Sole
15.53M
Shared
0.00
None
828.43K
LATTICE SEMICONDUCTOR CORP
SOLEShares9.84M
TypeSH
Market value$638.44M
1.13%
Sole
8.81M
Shared
0.00
None
1.03M
SCHWAB CHARLES CORP
SOLEShares7.50M
TypeSH
Market value$624.50M
1.10%
Sole
6.41M
Shared
0.00
None
1.09M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCH CAP GROUP LTDSOLE | ORD | 31.13M | SH | $1.95B 3.46% | 30.01M | 0.00 | 1.12M |
VEEVA SYS INCSOLE | CL A COM | 9.94M | SH | $1.60B 2.84% | 8.69M | 0.00 | 1.26M |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 6.47M | SH | $1.58B 2.80% | 6.11M | 0.00 | 351.67K |
ELEVANCE HEALTH INCSOLE | COM | 2.41M | SH | $1.23B 2.18% | 2.19M | 0.00 | 215.52K |
ALPHABET INCSOLE | CAP STK CL A | 13.97M | SH | $1.23B 2.18% | 12.28M | 0.00 | 1.69M |
NEXTERA ENERGY INCSOLE | COM | 14.44M | SH | $1.21B 2.13% | 12.63M | 0.00 | 1.81M |
PROGRESSIVE CORPSOLE | COM | 8.93M | SH | $1.16B 2.05% | 7.84M | 0.00 | 1.09M |
ARGENX SESOLE | SPONSORED ADR | 2.62M | SH | $990.80M 1.75% | 2.23M | 0.00 | 388.87K |
BANK NEW YORK MELLON CORPSOLE | COM | 21.33M | SH | $970.98M 1.72% | 19.29M | 0.00 | 2.04M |
ADVANCED MICRO DEVICES INCSOLE | COM | 14.48M | SH | $937.87M 1.66% | 12.32M | 0.00 | 2.16M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.97M | SH | $916.32M 1.62% | 2.78M | 0.00 | 182.21K |
BOSTON SCIENTIFIC CORPSOLE | COM | 19.50M | SH | $902.29M 1.60% | 16.05M | 0.00 | 3.45M |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 6.92M | SH | $845.18M 1.49% | 5.95M | 0.00 | 966.49K |
INGERSOLL RAND INCSOLE | COM | 15.61M | SH | $815.71M 1.44% | 13.64M | 0.00 | 1.98M |
SCHLUMBERGER LTDSOLE | COM STK | 14.93M | SH | $798.04M 1.41% | 12.44M | 0.00 | 2.48M |
CANADIAN PAC RY LTDSOLE | COM | 9.95M | SH | $741.87M 1.31% | 8.52M | 0.00 | 1.43M |
META PLATFORMS INCSOLE | CL A | 5.92M | SH | $712.98M 1.26% | 5.45M | 0.00 | 477.03K |
ATLASSIAN CORPORATIONSOLE | CL A | 5.50M | SH | $707.74M 1.25% | 4.84M | 0.00 | 656.66K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 507.23K | SH | $703.78M 1.24% | 454.01K | 0.00 | 53.22K |
ON SEMICONDUCTOR CORPSOLE | COM | 11.07M | SH | $690.68M 1.22% | 9.64M | 0.00 | 1.43M |
CITIGROUP INCSOLE | COM NEW | 14.85M | SH | $671.86M 1.19% | 13.44M | 0.00 | 1.42M |
AMERICAN EXPRESS COSOLE | COM | 4.52M | SH | $667.85M 1.18% | 4.09M | 0.00 | 430.43K |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 16.36M | SH | $660.55M 1.17% | 15.53M | 0.00 | 828.43K |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 9.84M | SH | $638.44M 1.13% | 8.81M | 0.00 | 1.03M |
SCHWAB CHARLES CORPSOLE | COM | 7.50M | SH | $624.50M 1.10% | 6.41M | 0.00 | 1.09M |
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