Filed: 5/11/2023ACC: 0000950123-23-004389
📋 What this filing means
ARTISAN PARTNERS LIMITED PARTNERSHIP filed this quarterly 13F‑HR report disclosing 316 equity positions with a total reported market value of $60.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
316
Positions
$60.80B
Total AUM (reported)
924.54M
Total Shares
Allocation by class
COM$34.23B56.3%
SHS$5.16B8.5%
CL A$4.28B7.0%
SPONSORED ADR$2.78B4.6%
ORD$2.01B3.3%
CL A COM$2.01B3.3%
COM NEW$1.98B3.3%
Portfolio Concentration
Top 3$5.19B8.5%
4–10$8.30B13.7%
11–25$12.59B20.7%
Rest$34.72B57.1%
Top 3 weight
8.5%
Top 10 weight
22.2%
Voting Authority Distribution
Total shares with voting rights: 922.93M
Sole
Full voting authority
833.15M
shares
% of voting shares90.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
89.78M
shares
% of voting shares9.7%
Investment Discretion (by position count)
Sole316
Shared0
Other0
Dominant voting typeSole · 90.3% of voting shares
Institutional Holdings316
Rows:
ARCH CAP GROUP LTD
SOLEShares28.10M
TypeSH
Market value$1.91B
3.14%
Sole
27.06M
Shared
0.00
None
1.04M
VEEVA SYS INC
SOLEShares10.26M
TypeSH
Market value$1.89B
3.10%
Sole
8.97M
Shared
0.00
None
1.29M
ALPHABET INC
SOLEShares13.50M
TypeSH
Market value$1.40B
2.30%
Sole
12.21M
Shared
0.00
None
1.29M
WILLIS TOWERS WATSON PLC LTD
SOLEShares5.54M
TypeSH
Market value$1.29B
2.12%
Sole
5.33M
Shared
0.00
None
212.90K
PROGRESSIVE CORP
SOLEShares8.70M
TypeSH
Market value$1.24B
2.05%
Sole
7.76M
Shared
0.00
None
934.95K
META PLATFORMS INC
SOLEShares5.81M
TypeSH
Market value$1.23B
2.02%
Sole
5.19M
Shared
0.00
None
325.94K
ADVANCED MICRO DEVICES INC
SOLEShares12.43M
TypeSH
Market value$1.22B
2.00%
Sole
10.59M
Shared
0.00
None
1.84M
ARGENX SE
SOLEShares3.03M
TypeSH
Market value$1.13B
1.86%
Sole
2.57M
Shared
0.00
None
461.73K
LINDE PLC
SOLEShares3.11M
TypeSH
Market value$1.11B
1.82%
Sole
2.58M
Shared
0.00
None
535.65K
ELEVANCE HEALTH INC
SOLEShares2.36M
TypeSH
Market value$1.08B
1.78%
Sole
2.22M
Shared
0.00
None
137.60K
BOSTON SCIENTIFIC CORP
SOLEShares20.63M
TypeSH
Market value$1.03B
1.70%
Sole
17.27M
Shared
0.00
None
3.37M
ATLASSIAN CORPORATION
SOLEShares5.78M
TypeSH
Market value$989.50M
1.63%
Sole
5.07M
Shared
0.00
None
707.08K
ON SEMICONDUCTOR CORP
SOLEShares11.68M
TypeSH
Market value$961.60M
1.58%
Sole
10.20M
Shared
0.00
None
1.48M
BANK NEW YORK MELLON CORP
SOLEShares20.43M
TypeSH
Market value$928.28M
1.53%
Sole
19.04M
Shared
0.00
None
1.39M
INGERSOLL RAND INC
SOLEShares15.25M
TypeSH
Market value$887.41M
1.46%
Sole
13.30M
Shared
0.00
None
1.96M
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.85M
TypeSH
Market value$880.36M
1.45%
Sole
2.75M
Shared
0.00
None
98.12K
CHIPOTLE MEXICAN GRILL INC
SOLEShares504.60K
TypeSH
Market value$862.00M
1.42%
Sole
452.33K
Shared
0.00
None
52.27K
NEXTERA ENERGY INC
SOLEShares11.11M
TypeSH
Market value$856.17M
1.41%
Sole
9.95M
Shared
0.00
None
1.16M
LATTICE SEMICONDUCTOR CORP
SOLEShares8.75M
TypeSH
Market value$835.15M
1.37%
Sole
7.86M
Shared
0.00
None
881.31K
SENSATA TECHNOLOGIES HLDG PL
SOLEShares16.47M
TypeSH
Market value$823.81M
1.35%
Sole
15.80M
Shared
0.00
None
669.90K
ASCENDIS PHARMA A/S
SOLEShares6.84M
TypeSH
Market value$733.89M
1.21%
Sole
5.84M
Shared
0.00
None
1.01M
ARISTA NETWORKS INC
SOLEShares4.27M
TypeSH
Market value$715.97M
1.18%
Sole
3.75M
Shared
0.00
None
511.88K
AMERICAN EXPRESS CO
SOLEShares4.33M
TypeSH
Market value$714.24M
1.17%
Sole
4.04M
Shared
0.00
None
292.50K
GARMIN LTD
SOLEShares6.94M
TypeSH
Market value$700.74M
1.15%
Sole
6.75M
Shared
0.00
None
192.31K
CITIGROUP INC
SOLEShares14.23M
TypeSH
Market value$667.29M
1.10%
Sole
13.27M
Shared
0.00
None
963.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCH CAP GROUP LTDSOLE | ORD | 28.10M | SH | $1.91B 3.14% | 27.06M | 0.00 | 1.04M |
VEEVA SYS INCSOLE | CL A COM | 10.26M | SH | $1.89B 3.10% | 8.97M | 0.00 | 1.29M |
ALPHABET INCSOLE | CAP STK CL A | 13.50M | SH | $1.40B 2.30% | 12.21M | 0.00 | 1.29M |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 5.54M | SH | $1.29B 2.12% | 5.33M | 0.00 | 212.90K |
PROGRESSIVE CORPSOLE | COM | 8.70M | SH | $1.24B 2.05% | 7.76M | 0.00 | 934.95K |
META PLATFORMS INCSOLE | CL A | 5.81M | SH | $1.23B 2.02% | 5.19M | 0.00 | 325.94K |
ADVANCED MICRO DEVICES INCSOLE | COM | 12.43M | SH | $1.22B 2.00% | 10.59M | 0.00 | 1.84M |
ARGENX SESOLE | SPONSORED ADR | 3.03M | SH | $1.13B 1.86% | 2.57M | 0.00 | 461.73K |
LINDE PLCSOLE | SHS | 3.11M | SH | $1.11B 1.82% | 2.58M | 0.00 | 535.65K |
ELEVANCE HEALTH INCSOLE | COM | 2.36M | SH | $1.08B 1.78% | 2.22M | 0.00 | 137.60K |
BOSTON SCIENTIFIC CORPSOLE | COM | 20.63M | SH | $1.03B 1.70% | 17.27M | 0.00 | 3.37M |
ATLASSIAN CORPORATIONSOLE | CL A | 5.78M | SH | $989.50M 1.63% | 5.07M | 0.00 | 707.08K |
ON SEMICONDUCTOR CORPSOLE | COM | 11.68M | SH | $961.60M 1.58% | 10.20M | 0.00 | 1.48M |
BANK NEW YORK MELLON CORPSOLE | COM | 20.43M | SH | $928.28M 1.53% | 19.04M | 0.00 | 1.39M |
INGERSOLL RAND INCSOLE | COM | 15.25M | SH | $887.41M 1.46% | 13.30M | 0.00 | 1.96M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.85M | SH | $880.36M 1.45% | 2.75M | 0.00 | 98.12K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 504.60K | SH | $862.00M 1.42% | 452.33K | 0.00 | 52.27K |
NEXTERA ENERGY INCSOLE | COM | 11.11M | SH | $856.17M 1.41% | 9.95M | 0.00 | 1.16M |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 8.75M | SH | $835.15M 1.37% | 7.86M | 0.00 | 881.31K |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 16.47M | SH | $823.81M 1.35% | 15.80M | 0.00 | 669.90K |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 6.84M | SH | $733.89M 1.21% | 5.84M | 0.00 | 1.01M |
ARISTA NETWORKS INCSOLE | COM | 4.27M | SH | $715.97M 1.18% | 3.75M | 0.00 | 511.88K |
AMERICAN EXPRESS COSOLE | COM | 4.33M | SH | $714.24M 1.17% | 4.04M | 0.00 | 292.50K |
GARMIN LTDSOLE | SHS | 6.94M | SH | $700.74M 1.15% | 6.75M | 0.00 | 192.31K |
CITIGROUP INCSOLE | COM NEW | 14.23M | SH | $667.29M 1.10% | 13.27M | 0.00 | 963.09K |
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