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 330 equity positions with a total reported market value of $67.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

330
Positions
$67.29B
Total AUM (reported)
843.23M
Total Shares

Allocation by class

TOTAL AUM$67.29B330 positions
COM$37.90B56.3%
SHS$6.17B9.2%
CL A$4.87B7.2%
SPONSORED ADR$3.30B4.9%
ORD$2.81B4.2%
SPONSORED ADS$1.76B2.6%
CAP STK CL A$1.64B2.4%

Portfolio Concentration

Top 39.2%4โ€“1013.4%11โ€“2521.2%Rest56.2%TOP 1022.6%0%100%
Top 3$6.20B9.2%
4โ€“10$9.03B13.4%
11โ€“25$14.25B21.2%
Rest$37.81B56.2%

Top 3 weight

9.2%

Top 10 weight

22.6%

Voting Authority Distribution

Total shares with voting rights: 843.23M

Sole

Full voting authority

770.96M

shares

% of voting shares91.4%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

72.27M

shares

% of voting shares8.6%

Investment Discretion (by position count)

Sole330
Shared0
Other0
Dominant voting typeSole ยท 91.4% of voting shares
Institutional Holdings330
Rows:

ARCH CAP GROUP LTD

SOLE
ORD
Shares23.70M
TypeSH
Market value$2.65B
3.94%
Sole
23.08M
Shared
0.00
None
622.28K

ARGENX SE

SOLE
SPONSORED ADR
Shares3.51M
TypeSH
Market value$1.90B
2.83%
Sole
2.96M
Shared
0.00
None
549.19K

ALPHABET INC

SOLE
CAP STK CL A
Shares9.90M
TypeSH
Market value$1.64B
2.44%
Sole
9.15M
Shared
0.00
None
745.26K

META PLATFORMS INC

SOLE
CL A
Shares2.77M
TypeSH
Market value$1.59B
2.36%
Sole
2.66M
Shared
0.00
None
111.95K

AMERICAN EXPRESS CO

SOLE
COM
Shares4.86M
TypeSH
Market value$1.32B
1.96%
Sole
4.60M
Shared
0.00
None
261.93K

ELEVANCE HEALTH INC

SOLE
COM
Shares2.44M
TypeSH
Market value$1.27B
1.88%
Sole
2.31M
Shared
0.00
None
132.32K

PROGRESSIVE CORP

SOLE
COM
Shares4.98M
TypeSH
Market value$1.26B
1.88%
Sole
4.69M
Shared
0.00
None
286.63K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares2.69M
TypeSH
Market value$1.24B
1.84%
Sole
2.59M
Shared
0.00
None
96.24K

BANK NEW YORK MELLON CORP

SOLE
COM
Shares16.36M
TypeSH
Market value$1.18B
1.75%
Sole
15.46M
Shared
0.00
None
904.12K

SCHWAB CHARLES CORP

SOLE
COM
Shares18.14M
TypeSH
Market value$1.18B
1.75%
Sole
17.20M
Shared
0.00
None
936.89K

LINDE PLC

SOLE
SHS
Shares2.40M
TypeSH
Market value$1.14B
1.70%
Sole
2.01M
Shared
0.00
None
383.93K

GARMIN LTD

SOLE
SHS
Shares6.43M
TypeSH
Market value$1.13B
1.68%
Sole
6.31M
Shared
0.00
None
127.01K

AMAZON COM INC

SOLE
COM
Shares6.08M
TypeSH
Market value$1.13B
1.68%
Sole
5.04M
Shared
0.00
None
1.04M

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares6.78M
TypeSH
Market value$1.11B
1.65%
Sole
5.62M
Shared
0.00
None
1.16M

BOSTON SCIENTIFIC CORP

SOLE
COM
Shares12.41M
TypeSH
Market value$1.04B
1.55%
Sole
10.74M
Shared
0.00
None
1.67M

WILLIS TOWERS WATSON PLC LTD

SOLE
SHS
Shares3.50M
TypeSH
Market value$1.03B
1.53%
Sole
3.43M
Shared
0.00
None
68.52K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares5.80M
TypeSH
Market value$1.01B
1.50%
Sole
5.01M
Shared
0.00
None
785.74K

NETFLIX INC

SOLE
COM
Shares1.39M
TypeSH
Market value$986.98M
1.47%
Sole
1.23M
Shared
0.00
None
163.18K

WEST PHARMACEUTICAL SVSC INC

SOLE
COM
Shares3.07M
TypeSH
Market value$920.45M
1.37%
Sole
2.65M
Shared
0.00
None
418.36K

SUNCOR ENERGY INC NEW

SOLE
COM
Shares24.12M
TypeSH
Market value$890.16M
1.32%
Sole
23.64M
Shared
0.00
None
477.20K

MICROSOFT CORP

SOLE
COM
Shares1.98M
TypeSH
Market value$852.28M
1.27%
Sole
1.86M
Shared
0.00
None
116.07K

SHOPIFY INC

SOLE
CL A
Shares9.78M
TypeSH
Market value$783.41M
1.16%
Sole
8.26M
Shared
0.00
None
1.52M

MARSH & MCLENNAN COS INC

SOLE
COM
Shares3.48M
TypeSH
Market value$776.56M
1.15%
Sole
3.29M
Shared
0.00
None
192.10K

APPLE INC

SOLE
COM
Shares3.16M
TypeSH
Market value$735.68M
1.09%
Sole
2.85M
Shared
0.00
None
310.99K

DANAHER CORPORATION

SOLE
COM
Shares2.56M
TypeSH
Market value$711.40M
1.06%
Sole
2.27M
Shared
0.00
None
288.88K
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ARTISAN PARTNERS LIMITED PARTNERSHIP 13F Holdings โ€” 330 Positions | Finecho