Filed: 11/9/2023ACC: 0000950123-23-009727
📋 What this filing means
ARTISAN PARTNERS LIMITED PARTNERSHIP filed this quarterly 13F‑HR report disclosing 309 equity positions with a total reported market value of $58.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
309
Positions
$58.93B
Total AUM (reported)
886.79M
Total Shares
Allocation by class
COM$33.21B56.4%
CL A$4.83B8.2%
SHS$4.55B7.7%
SPONSORED ADR$2.75B4.7%
CL A COM$2.32B3.9%
ORD$2.14B3.6%
CAP STK CL A$1.57B2.7%
Portfolio Concentration
Top 3$5.69B9.7%
4–10$8.37B14.2%
11–25$12.09B20.5%
Rest$32.77B55.6%
Top 3 weight
9.7%
Top 10 weight
23.9%
Voting Authority Distribution
Total shares with voting rights: 886.79M
Sole
Full voting authority
807.18M
shares
% of voting shares91.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
79.62M
shares
% of voting shares9.0%
Investment Discretion (by position count)
Sole309
Shared0
Other0
Dominant voting typeSole · 91.0% of voting shares
Institutional Holdings309
Rows:
VEEVA SYS INC
SOLEShares10.16M
TypeSH
Market value$2.07B
3.51%
Sole
9.08M
Shared
0.00
None
1.08M
ARCH CAP GROUP LTD
SOLEShares25.72M
TypeSH
Market value$2.05B
3.48%
Sole
24.83M
Shared
0.00
None
891.88K
ALPHABET INC
SOLEShares12.03M
TypeSH
Market value$1.57B
2.67%
Sole
11.10M
Shared
0.00
None
929.07K
ARGENX SE
SOLEShares2.83M
TypeSH
Market value$1.39B
2.36%
Sole
2.46M
Shared
0.00
None
365.22K
LINDE PLC
SOLEShares3.30M
TypeSH
Market value$1.23B
2.08%
Sole
2.78M
Shared
0.00
None
518.28K
ATLASSIAN CORPORATION
SOLEShares6.05M
TypeSH
Market value$1.22B
2.07%
Sole
5.42M
Shared
0.00
None
627.09K
META PLATFORMS INC
SOLEShares3.98M
TypeSH
Market value$1.20B
2.03%
Sole
3.81M
Shared
0.00
None
170.72K
WILLIS TOWERS WATSON PLC LTD
SOLEShares5.52M
TypeSH
Market value$1.15B
1.96%
Sole
5.35M
Shared
0.00
None
179.30K
ON SEMICONDUCTOR CORP
SOLEShares12.38M
TypeSH
Market value$1.15B
1.95%
Sole
11.03M
Shared
0.00
None
1.35M
ELEVANCE HEALTH INC
SOLEShares2.38M
TypeSH
Market value$1.04B
1.76%
Sole
2.25M
Shared
0.00
None
128.38K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.79M
TypeSH
Market value$977.40M
1.66%
Sole
2.69M
Shared
0.00
None
99.76K
BOSTON SCIENTIFIC CORP
SOLEShares17.81M
TypeSH
Market value$940.32M
1.60%
Sole
15.26M
Shared
0.00
None
2.54M
CHIPOTLE MEXICAN GRILL INC
SOLEShares509.95K
TypeSH
Market value$934.15M
1.59%
Sole
468.09K
Shared
0.00
None
41.86K
PROGRESSIVE CORP
SOLEShares6.57M
TypeSH
Market value$915.10M
1.55%
Sole
6.12M
Shared
0.00
None
453.03K
ADVANCED MICRO DEVICES INC
SOLEShares8.86M
TypeSH
Market value$910.57M
1.55%
Sole
7.70M
Shared
0.00
None
1.15M
AMAZON COM INC
SOLEShares6.93M
TypeSH
Market value$880.37M
1.49%
Sole
5.81M
Shared
0.00
None
1.12M
BANK NEW YORK MELLON CORP
SOLEShares19.65M
TypeSH
Market value$838.05M
1.42%
Sole
18.53M
Shared
0.00
None
1.12M
INGERSOLL RAND INC
SOLEShares12.24M
TypeSH
Market value$779.80M
1.32%
Sole
10.86M
Shared
0.00
None
1.38M
LATTICE SEMICONDUCTOR CORP
SOLEShares8.93M
TypeSH
Market value$767.64M
1.30%
Sole
8.07M
Shared
0.00
None
867.10K
GARMIN LTD
SOLEShares7.25M
TypeSH
Market value$762.37M
1.29%
Sole
7.05M
Shared
0.00
None
192.48K
NETFLIX INC
SOLEShares1.91M
TypeSH
Market value$722.74M
1.23%
Sole
1.75M
Shared
0.00
None
160.81K
SUNCOR ENERGY INC NEW
SOLEShares20.35M
TypeSH
Market value$699.75M
1.19%
Sole
19.80M
Shared
0.00
None
544.52K
INTUIT
SOLEShares1.29M
TypeSH
Market value$657.02M
1.11%
Sole
1.14M
Shared
0.00
None
146.72K
MICROSOFT CORP
SOLEShares2.07M
TypeSH
Market value$654.48M
1.11%
Sole
1.95M
Shared
0.00
None
120.34K
MARSH & MCLENNAN COS INC
SOLEShares3.43M
TypeSH
Market value$651.83M
1.11%
Sole
3.23M
Shared
0.00
None
196.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VEEVA SYS INCSOLE | CL A COM | 10.16M | SH | $2.07B 3.51% | 9.08M | 0.00 | 1.08M |
ARCH CAP GROUP LTDSOLE | ORD | 25.72M | SH | $2.05B 3.48% | 24.83M | 0.00 | 891.88K |
ALPHABET INCSOLE | CAP STK CL A | 12.03M | SH | $1.57B 2.67% | 11.10M | 0.00 | 929.07K |
ARGENX SESOLE | SPONSORED ADR | 2.83M | SH | $1.39B 2.36% | 2.46M | 0.00 | 365.22K |
LINDE PLCSOLE | SHS | 3.30M | SH | $1.23B 2.08% | 2.78M | 0.00 | 518.28K |
ATLASSIAN CORPORATIONSOLE | CL A | 6.05M | SH | $1.22B 2.07% | 5.42M | 0.00 | 627.09K |
META PLATFORMS INCSOLE | CL A | 3.98M | SH | $1.20B 2.03% | 3.81M | 0.00 | 170.72K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 5.52M | SH | $1.15B 1.96% | 5.35M | 0.00 | 179.30K |
ON SEMICONDUCTOR CORPSOLE | COM | 12.38M | SH | $1.15B 1.95% | 11.03M | 0.00 | 1.35M |
ELEVANCE HEALTH INCSOLE | COM | 2.38M | SH | $1.04B 1.76% | 2.25M | 0.00 | 128.38K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.79M | SH | $977.40M 1.66% | 2.69M | 0.00 | 99.76K |
BOSTON SCIENTIFIC CORPSOLE | COM | 17.81M | SH | $940.32M 1.60% | 15.26M | 0.00 | 2.54M |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 509.95K | SH | $934.15M 1.59% | 468.09K | 0.00 | 41.86K |
PROGRESSIVE CORPSOLE | COM | 6.57M | SH | $915.10M 1.55% | 6.12M | 0.00 | 453.03K |
ADVANCED MICRO DEVICES INCSOLE | COM | 8.86M | SH | $910.57M 1.55% | 7.70M | 0.00 | 1.15M |
AMAZON COM INCSOLE | COM | 6.93M | SH | $880.37M 1.49% | 5.81M | 0.00 | 1.12M |
BANK NEW YORK MELLON CORPSOLE | COM | 19.65M | SH | $838.05M 1.42% | 18.53M | 0.00 | 1.12M |
INGERSOLL RAND INCSOLE | COM | 12.24M | SH | $779.80M 1.32% | 10.86M | 0.00 | 1.38M |
LATTICE SEMICONDUCTOR CORPSOLE | COM | 8.93M | SH | $767.64M 1.30% | 8.07M | 0.00 | 867.10K |
GARMIN LTDSOLE | SHS | 7.25M | SH | $762.37M 1.29% | 7.05M | 0.00 | 192.48K |
NETFLIX INCSOLE | COM | 1.91M | SH | $722.74M 1.23% | 1.75M | 0.00 | 160.81K |
SUNCOR ENERGY INC NEWSOLE | COM | 20.35M | SH | $699.75M 1.19% | 19.80M | 0.00 | 544.52K |
INTUITSOLE | COM | 1.29M | SH | $657.02M 1.11% | 1.14M | 0.00 | 146.72K |
MICROSOFT CORPSOLE | COM | 2.07M | SH | $654.48M 1.11% | 1.95M | 0.00 | 120.34K |
MARSH & MCLENNAN COS INCSOLE | COM | 3.43M | SH | $651.83M 1.11% | 3.23M | 0.00 | 196.92K |
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