Filed: 2/12/2024ACC: 0000950123-24-001407
📋 What this filing means
ARTISAN PARTNERS LIMITED PARTNERSHIP filed this quarterly 13F‑HR report disclosing 321 equity positions with a total reported market value of $64.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
321
Positions
$64.95B
Total AUM (reported)
890.34M
Total Shares
Allocation by class
COM$37.56B57.8%
CL A$5.51B8.5%
SHS$5.32B8.2%
SPONSORED ADR$2.86B4.4%
ORD$2.12B3.3%
COM NEW$1.85B2.8%
CAP STK CL A$1.64B2.5%
Portfolio Concentration
Top 3$4.90B7.6%
4–10$8.74B13.5%
11–25$13.75B21.2%
Rest$37.56B57.8%
Top 3 weight
7.6%
Top 10 weight
21.0%
Voting Authority Distribution
Total shares with voting rights: 890.34M
Sole
Full voting authority
808.20M
shares
% of voting shares90.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
82.13M
shares
% of voting shares9.2%
Investment Discretion (by position count)
Sole321
Shared0
Other0
Dominant voting typeSole · 90.8% of voting shares
Institutional Holdings321
Rows:
ARCH CAP GROUP LTD
SOLEShares24.89M
TypeSH
Market value$1.85B
2.85%
Sole
24.10M
Shared
0.00
None
796.48K
ALPHABET INC
SOLEShares11.71M
TypeSH
Market value$1.64B
2.52%
Sole
10.68M
Shared
0.00
None
1.03M
ATLASSIAN CORPORATION
SOLEShares5.97M
TypeSH
Market value$1.42B
2.19%
Sole
5.25M
Shared
0.00
None
721.44K
ADVANCED MICRO DEVICES INC
SOLEShares9.48M
TypeSH
Market value$1.40B
2.15%
Sole
8.09M
Shared
0.00
None
1.40M
AMAZON COM INC
SOLEShares8.69M
TypeSH
Market value$1.32B
2.03%
Sole
7.39M
Shared
0.00
None
1.30M
VEEVA SYS INC
SOLEShares6.58M
TypeSH
Market value$1.27B
1.95%
Sole
5.77M
Shared
0.00
None
806.91K
META PLATFORMS INC
SOLEShares3.55M
TypeSH
Market value$1.26B
1.94%
Sole
3.38M
Shared
0.00
None
172.13K
ARGENX SE
SOLEShares3.17M
TypeSH
Market value$1.21B
1.86%
Sole
2.71M
Shared
0.00
None
469K
LINDE PLC
SOLEShares2.87M
TypeSH
Market value$1.18B
1.81%
Sole
2.33M
Shared
0.00
None
543.80K
CHIPOTLE MEXICAN GRILL INC
SOLEShares484.57K
TypeSH
Market value$1.11B
1.71%
Sole
434.85K
Shared
0.00
None
49.72K
WILLIS TOWERS WATSON PLC LTD
SOLEShares4.52M
TypeSH
Market value$1.09B
1.68%
Sole
4.41M
Shared
0.00
None
115.14K
ELEVANCE HEALTH INC
SOLEShares2.31M
TypeSH
Market value$1.09B
1.68%
Sole
2.18M
Shared
0.00
None
131.34K
BANK NEW YORK MELLON CORP
SOLEShares19.79M
TypeSH
Market value$1.03B
1.59%
Sole
18.67M
Shared
0.00
None
1.13M
MICROSOFT CORP
SOLEShares2.69M
TypeSH
Market value$1.01B
1.56%
Sole
2.49M
Shared
0.00
None
203.49K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.81M
TypeSH
Market value$1.00B
1.54%
Sole
2.71M
Shared
0.00
None
100.20K
BOSTON SCIENTIFIC CORP
SOLEShares17.17M
TypeSH
Market value$992.59M
1.53%
Sole
14.38M
Shared
0.00
None
2.79M
GARMIN LTD
SOLEShares7.31M
TypeSH
Market value$939.64M
1.45%
Sole
7.12M
Shared
0.00
None
187.15K
INGERSOLL RAND INC
SOLEShares12.05M
TypeSH
Market value$931.78M
1.43%
Sole
10.56M
Shared
0.00
None
1.49M
PROGRESSIVE CORP
SOLEShares5.78M
TypeSH
Market value$920.42M
1.42%
Sole
5.43M
Shared
0.00
None
349.26K
AMERICAN EXPRESS CO
SOLEShares4.86M
TypeSH
Market value$909.58M
1.40%
Sole
4.58M
Shared
0.00
None
273.80K
NETFLIX INC
SOLEShares1.82M
TypeSH
Market value$888.52M
1.37%
Sole
1.62M
Shared
0.00
None
206.58K
INTUIT
SOLEShares1.27M
TypeSH
Market value$790.98M
1.22%
Sole
1.08M
Shared
0.00
None
182.42K
DEXCOM INC
SOLEShares5.90M
TypeSH
Market value$732.17M
1.13%
Sole
5.34M
Shared
0.00
None
563.40K
ASCENDIS PHARMA A/S
SOLEShares5.75M
TypeSH
Market value$724.12M
1.11%
Sole
4.94M
Shared
0.00
None
805.32K
WEST PHARMACEUTICAL SVSC INC
SOLEShares1.96M
TypeSH
Market value$690.53M
1.06%
Sole
1.75M
Shared
0.00
None
215.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARCH CAP GROUP LTDSOLE | ORD | 24.89M | SH | $1.85B 2.85% | 24.10M | 0.00 | 796.48K |
ALPHABET INCSOLE | CAP STK CL A | 11.71M | SH | $1.64B 2.52% | 10.68M | 0.00 | 1.03M |
ATLASSIAN CORPORATIONSOLE | CL A | 5.97M | SH | $1.42B 2.19% | 5.25M | 0.00 | 721.44K |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.48M | SH | $1.40B 2.15% | 8.09M | 0.00 | 1.40M |
AMAZON COM INCSOLE | COM | 8.69M | SH | $1.32B 2.03% | 7.39M | 0.00 | 1.30M |
VEEVA SYS INCSOLE | CL A COM | 6.58M | SH | $1.27B 1.95% | 5.77M | 0.00 | 806.91K |
META PLATFORMS INCSOLE | CL A | 3.55M | SH | $1.26B 1.94% | 3.38M | 0.00 | 172.13K |
ARGENX SESOLE | SPONSORED ADR | 3.17M | SH | $1.21B 1.86% | 2.71M | 0.00 | 469K |
LINDE PLCSOLE | SHS | 2.87M | SH | $1.18B 1.81% | 2.33M | 0.00 | 543.80K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 484.57K | SH | $1.11B 1.71% | 434.85K | 0.00 | 49.72K |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 4.52M | SH | $1.09B 1.68% | 4.41M | 0.00 | 115.14K |
ELEVANCE HEALTH INCSOLE | COM | 2.31M | SH | $1.09B 1.68% | 2.18M | 0.00 | 131.34K |
BANK NEW YORK MELLON CORPSOLE | COM | 19.79M | SH | $1.03B 1.59% | 18.67M | 0.00 | 1.13M |
MICROSOFT CORPSOLE | COM | 2.69M | SH | $1.01B 1.56% | 2.49M | 0.00 | 203.49K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.81M | SH | $1.00B 1.54% | 2.71M | 0.00 | 100.20K |
BOSTON SCIENTIFIC CORPSOLE | COM | 17.17M | SH | $992.59M 1.53% | 14.38M | 0.00 | 2.79M |
GARMIN LTDSOLE | SHS | 7.31M | SH | $939.64M 1.45% | 7.12M | 0.00 | 187.15K |
INGERSOLL RAND INCSOLE | COM | 12.05M | SH | $931.78M 1.43% | 10.56M | 0.00 | 1.49M |
PROGRESSIVE CORPSOLE | COM | 5.78M | SH | $920.42M 1.42% | 5.43M | 0.00 | 349.26K |
AMERICAN EXPRESS COSOLE | COM | 4.86M | SH | $909.58M 1.40% | 4.58M | 0.00 | 273.80K |
NETFLIX INCSOLE | COM | 1.82M | SH | $888.52M 1.37% | 1.62M | 0.00 | 206.58K |
INTUITSOLE | COM | 1.27M | SH | $790.98M 1.22% | 1.08M | 0.00 | 182.42K |
DEXCOM INCSOLE | COM | 5.90M | SH | $732.17M 1.13% | 5.34M | 0.00 | 563.40K |
ASCENDIS PHARMA A/SSOLE | SPONSORED ADR | 5.75M | SH | $724.12M 1.11% | 4.94M | 0.00 | 805.32K |
WEST PHARMACEUTICAL SVSC INCSOLE | COM | 1.96M | SH | $690.53M 1.06% | 1.75M | 0.00 | 215.71K |
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