ARTISAN PARTNERS LIMITED PARTNERSHIP

PrivateCIK: 1466153
Location

MILWAUKEE, WI

๐Ÿ“‹ What this filing means

ARTISAN PARTNERS LIMITED PARTNERSHIP filed this quarterly 13Fโ€‘HR report disclosing 325 equity positions with a total reported market value of $66.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

325
Positions
$66.69B
Total AUM (reported)
889.03M
Total Shares

Allocation by class

TOTAL AUM$66.69B325 positions
COM$37.95B56.9%
SHS$6.33B9.5%
CL A$4.55B6.8%
SPONSORED ADR$2.78B4.2%
ORD$2.72B4.1%
CAP STK CL A$2.00B3.0%
SPONSORED ADS$1.82B2.7%

Portfolio Concentration

Top 39.1%4โ€“1013.1%11โ€“2520.4%Rest57.4%TOP 1022.2%0%100%
Top 3$6.09B9.1%
4โ€“10$8.72B13.1%
11โ€“25$13.58B20.4%
Rest$38.30B57.4%

Top 3 weight

9.1%

Top 10 weight

22.2%

Voting Authority Distribution

Total shares with voting rights: 888.61M

Sole

Full voting authority

808.82M

shares

% of voting shares91.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

79.79M

shares

% of voting shares9.0%

Investment Discretion (by position count)

Sole325
Shared0
Other0
Dominant voting typeSole ยท 91.0% of voting shares
Institutional Holdings325
Rows:

ARCH CAP GROUP LTD

SOLE
ORD
Shares24.32M
TypeSH
Market value$2.45B
3.68%
Sole
23.59M
Shared
0.00
None
724.20K

ALPHABET INC

SOLE
CAP STK CL A
Shares10.96M
TypeSH
Market value$2.00B
2.99%
Sole
10.03M
Shared
0.00
None
922.91K

AMAZON COM INC

SOLE
COM
Shares8.51M
TypeSH
Market value$1.64B
2.47%
Sole
7.32M
Shared
0.00
None
1.20M

ARGENX SE

SOLE
SPONSORED ADR
Shares3.51M
TypeSH
Market value$1.51B
2.26%
Sole
2.99M
Shared
0.00
None
521.08K

META PLATFORMS INC

SOLE
CL A
Shares2.68M
TypeSH
Market value$1.35B
2.03%
Sole
2.55M
Shared
0.00
None
131.61K

ELEVANCE HEALTH INC

SOLE
COM
Shares2.36M
TypeSH
Market value$1.28B
1.92%
Sole
2.23M
Shared
0.00
None
131.45K

GARMIN LTD

SOLE
SHS
Shares7.25M
TypeSH
Market value$1.18B
1.77%
Sole
7.08M
Shared
0.00
None
173.96K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares2.81M
TypeSH
Market value$1.14B
1.72%
Sole
2.71M
Shared
0.00
None
102.21K

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares14.67M
TypeSH
Market value$1.13B
1.69%
Sole
12.46M
Shared
0.00
None
2.21M

AMERICAN EXPRESS CO

SOLE
COM
Shares4.84M
TypeSH
Market value$1.12B
1.68%
Sole
4.57M
Shared
0.00
None
265.93K

PROGRESSIVE CORP

SOLE
COM
Shares5.11M
TypeSH
Market value$1.06B
1.59%
Sole
4.77M
Shared
0.00
None
335.94K

LINDE PLC

SOLE
SHS
Shares2.38M
TypeSH
Market value$1.05B
1.57%
Sole
1.94M
Shared
0.00
None
443.94K

BANK NEW YORK MELLON CORP

SOLE
COM
Shares17.31M
TypeSH
Market value$1.04B
1.55%
Sole
16.34M
Shared
0.00
None
968.62K

NETFLIX INC

SOLE
COM
Shares1.44M
TypeSH
Market value$975.05M
1.46%
Sole
1.25M
Shared
0.00
None
189.92K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares5.59M
TypeSH
Market value$971.13M
1.46%
Sole
4.88M
Shared
0.00
None
710.62K

SCHWAB CHARLES CORP

SOLE
COM
Shares12.95M
TypeSH
Market value$954.12M
1.43%
Sole
12.24M
Shared
0.00
None
704.19K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares5.76M
TypeSH
Market value$933.69M
1.40%
Sole
4.85M
Shared
0.00
None
903.03K

SUNCOR ENERGY INC NEW

SOLE
COM
Shares24.22M
TypeSH
Market value$923.31M
1.38%
Sole
23.64M
Shared
0.00
None
581.30K

WILLIS TOWERS WATSON PLC LTD

SOLE
SHS
Shares3.51M
TypeSH
Market value$920.97M
1.38%
Sole
3.43M
Shared
0.00
None
83.39K

MICROSOFT CORP

SOLE
COM
Shares2.04M
TypeSH
Market value$912.94M
1.37%
Sole
1.82M
Shared
0.00
None
227.58K

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares2.49M
TypeSH
Market value$820.80M
1.23%
Sole
2.22M
Shared
0.00
None
270.40K

CHIPOTLE MEXICAN GRILL INC

SOLE
COM
Shares12.68M
TypeSH
Market value$794.23M
1.19%
Sole
11.31M
Shared
0.00
None
1.37M

ATLASSIAN CORPORATION

SOLE
CL A
Shares4.33M
TypeSH
Market value$766.74M
1.15%
Sole
3.79M
Shared
0.00
None
544.40K

INTUIT

SOLE
COM
Shares1.12M
TypeSH
Market value$736.22M
1.10%
Sole
952.58K
Shared
0.00
None
167.63K

MARSH & MCLENNAN COS INC

SOLE
COM
Shares3.45M
TypeSH
Market value$727.04M
1.09%
Sole
3.26M
Shared
0.00
None
192.74K
Page 1 of 13
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ARTISAN PARTNERS LIMITED PARTNERSHIP 13F Holdings โ€” 325 Positions | Finecho