Filed: 8/10/2023ACC: 0000950123-23-007143
📋 What this filing means
ARTISAN PARTNERS LIMITED PARTNERSHIP filed this quarterly 13F‑HR report disclosing 302 equity positions with a total reported market value of $62.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
302
Positions
$62.19B
Total AUM (reported)
896.32M
Total Shares
Allocation by class
COM$35.61B57.3%
SHS$4.95B8.0%
CL A$4.59B7.4%
SPONSORED ADR$2.57B4.1%
CL A COM$2.32B3.7%
ORD$2.03B3.3%
COM NEW$2.00B3.2%
Portfolio Concentration
Top 3$5.57B9.0%
4–10$8.31B13.4%
11–25$12.89B20.7%
Rest$35.41B56.9%
Top 3 weight
9.0%
Top 10 weight
22.3%
Voting Authority Distribution
Total shares with voting rights: 896.32M
Sole
Full voting authority
810.29M
shares
% of voting shares90.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
86.02M
shares
% of voting shares9.6%
Investment Discretion (by position count)
Sole302
Shared0
Other0
Dominant voting typeSole · 90.4% of voting shares
Institutional Holdings302
Rows:
VEEVA SYS INC
SOLEShares10.57M
TypeSH
Market value$2.09B
3.36%
Sole
9.28M
Shared
0.00
None
1.29M
ARCH CAP GROUP LTD
SOLEShares25.96M
TypeSH
Market value$1.94B
3.12%
Sole
25.03M
Shared
0.00
None
926.38K
ALPHABET INC
SOLEShares12.88M
TypeSH
Market value$1.54B
2.48%
Sole
11.63M
Shared
0.00
None
1.25M
WILLIS TOWERS WATSON PLC LTD
SOLEShares5.61M
TypeSH
Market value$1.32B
2.13%
Sole
5.40M
Shared
0.00
None
215.54K
META PLATFORMS INC
SOLEShares4.44M
TypeSH
Market value$1.28B
2.05%
Sole
4.19M
Shared
0.00
None
256.74K
LINDE PLC
SOLEShares3.29M
TypeSH
Market value$1.25B
2.02%
Sole
2.74M
Shared
0.00
None
554.54K
ARGENX SE
SOLEShares3.04M
TypeSH
Market value$1.18B
1.90%
Sole
2.58M
Shared
0.00
None
457.87K
ON SEMICONDUCTOR CORP
SOLEShares12.36M
TypeSH
Market value$1.17B
1.88%
Sole
10.85M
Shared
0.00
None
1.51M
CHIPOTLE MEXICAN GRILL INC
SOLEShares502.28K
TypeSH
Market value$1.07B
1.73%
Sole
451.17K
Shared
0.00
None
51.11K
BOSTON SCIENTIFIC CORP
SOLEShares19.03M
TypeSH
Market value$1.03B
1.66%
Sole
15.90M
Shared
0.00
None
3.13M
ADVANCED MICRO DEVICES INC
SOLEShares8.84M
TypeSH
Market value$1.01B
1.62%
Sole
7.52M
Shared
0.00
None
1.32M
ATLASSIAN CORPORATION
SOLEShares5.98M
TypeSH
Market value$1.00B
1.61%
Sole
5.27M
Shared
0.00
None
711.96K
ELEVANCE HEALTH INC
SOLEShares2.22M
TypeSH
Market value$985.67M
1.59%
Sole
2.06M
Shared
0.00
None
154.61K
INGERSOLL RAND INC
SOLEShares14.85M
TypeSH
Market value$970.76M
1.56%
Sole
13.03M
Shared
0.00
None
1.83M
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.83M
TypeSH
Market value$963.95M
1.55%
Sole
2.73M
Shared
0.00
None
99.79K
BANK NEW YORK MELLON CORP
SOLEShares20.22M
TypeSH
Market value$900.07M
1.45%
Sole
18.81M
Shared
0.00
None
1.41M
PROGRESSIVE CORP
SOLEShares6.76M
TypeSH
Market value$894.76M
1.44%
Sole
6.09M
Shared
0.00
None
667.14K
LATTICE SEMICONDUCTOR CORP
SOLEShares9.14M
TypeSH
Market value$878.03M
1.41%
Sole
8.27M
Shared
0.00
None
867.10K
AMAZON COM INC
SOLEShares6.16M
TypeSH
Market value$803.53M
1.29%
Sole
5.10M
Shared
0.00
None
1.07M
NEXTERA ENERGY INC
SOLEShares10.67M
TypeSH
Market value$791.43M
1.27%
Sole
9.60M
Shared
0.00
None
1.07M
AMERICAN EXPRESS CO
SOLEShares4.48M
TypeSH
Market value$780.97M
1.26%
Sole
4.17M
Shared
0.00
None
310.43K
NETFLIX INC
SOLEShares1.73M
TypeSH
Market value$761.73M
1.22%
Sole
1.56M
Shared
0.00
None
172.90K
SENSATA TECHNOLOGIES HLDG PL
SOLEShares16.73M
TypeSH
Market value$752.78M
1.21%
Sole
16.05M
Shared
0.00
None
679.86K
GARMIN LTD
SOLEShares7.07M
TypeSH
Market value$737.36M
1.19%
Sole
6.88M
Shared
0.00
None
192.64K
MARSH & MCLENNAN COS INC
SOLEShares3.52M
TypeSH
Market value$662.43M
1.07%
Sole
3.28M
Shared
0.00
None
245.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VEEVA SYS INCSOLE | CL A COM | 10.57M | SH | $2.09B 3.36% | 9.28M | 0.00 | 1.29M |
ARCH CAP GROUP LTDSOLE | ORD | 25.96M | SH | $1.94B 3.12% | 25.03M | 0.00 | 926.38K |
ALPHABET INCSOLE | CAP STK CL A | 12.88M | SH | $1.54B 2.48% | 11.63M | 0.00 | 1.25M |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 5.61M | SH | $1.32B 2.13% | 5.40M | 0.00 | 215.54K |
META PLATFORMS INCSOLE | CL A | 4.44M | SH | $1.28B 2.05% | 4.19M | 0.00 | 256.74K |
LINDE PLCSOLE | SHS | 3.29M | SH | $1.25B 2.02% | 2.74M | 0.00 | 554.54K |
ARGENX SESOLE | SPONSORED ADR | 3.04M | SH | $1.18B 1.90% | 2.58M | 0.00 | 457.87K |
ON SEMICONDUCTOR CORPSOLE | COM | 12.36M | SH | $1.17B 1.88% | 10.85M | 0.00 | 1.51M |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 502.28K | SH | $1.07B 1.73% | 451.17K | 0.00 | 51.11K |
BOSTON SCIENTIFIC CORPSOLE | COM | 19.03M | SH | $1.03B 1.66% | 15.90M | 0.00 | 3.13M |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.84M | SH | $1.01B 1.62% | 7.52M | 0.00 | 1.32M |
ATLASSIAN CORPORATIONSOLE | CL A | 5.98M | SH | $1.00B 1.61% | 5.27M | 0.00 | 711.96K |
ELEVANCE HEALTH INCSOLE | COM | 2.22M | SH | $985.67M 1.59% | 2.06M | 0.00 | 154.61K |
INGERSOLL RAND INCSOLE | COM | 14.85M | SH | $970.76M 1.56% | 13.03M | 0.00 | 1.83M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.83M | SH | $963.95M 1.55% | 2.73M | 0.00 | 99.79K |
BANK NEW YORK MELLON CORPSOLE | COM | 20.22M | SH | $900.07M 1.45% | 18.81M | 0.00 | 1.41M |
PROGRESSIVE CORPSOLE | COM | 6.76M | SH | $894.76M 1.44% | 6.09M | 0.00 | 667.14K |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 9.14M | SH | $878.03M 1.41% | 8.27M | 0.00 | 867.10K |
AMAZON COM INCSOLE | COM | 6.16M | SH | $803.53M 1.29% | 5.10M | 0.00 | 1.07M |
NEXTERA ENERGY INCSOLE | COM | 10.67M | SH | $791.43M 1.27% | 9.60M | 0.00 | 1.07M |
AMERICAN EXPRESS COSOLE | COM | 4.48M | SH | $780.97M 1.26% | 4.17M | 0.00 | 310.43K |
NETFLIX INCSOLE | COM | 1.73M | SH | $761.73M 1.22% | 1.56M | 0.00 | 172.90K |
SENSATA TECHNOLOGIES HLDG PLSOLE | SHS | 16.73M | SH | $752.78M 1.21% | 16.05M | 0.00 | 679.86K |
GARMIN LTDSOLE | SHS | 7.07M | SH | $737.36M 1.19% | 6.88M | 0.00 | 192.64K |
MARSH & MCLENNAN COS INCSOLE | COM | 3.52M | SH | $662.43M 1.07% | 3.28M | 0.00 | 245.65K |
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