Artisan Partners Limited PartnershipArtisan Partners Limited Partnership

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings334 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

ARCH CAP GROUP LTD

22.7M$2.2B3.5%$28.26+257.59%
30 qtrssince 2018-Q4
Decreased
0

BANK NEW YORK MELLON CORP

15.5M$1.8B2.9%$41.60+224.53%
30 qtrssince 2018-Q4
Increased
57

SCHWAB CHARLES CORP

17.5M$1.6B2.6%$64.13+60.80%
21 qtrssince 2021-Q1
Increased
55

ALPHABET INC

5.6M$1.6B2.6%$101.07+253.41%
30 qtrssince 2018-Q4
Decreased
0

ELEVANCE HEALTH INC FORMERLY

5.1M$1.5B2.4%$333.05+24.97%
30 qtrssince 2018-Q4
Increased
56

AMERICAN EXPRESS CO

4.6M$1.4B2.2%$122.13+187.06%
30 qtrssince 2018-Q4
Increased
56

META PLATFORMS INC

2.3M$1.3B2.2%$273.68+144.52%
30 qtrssince 2018-Q4
Decreased
0

CITIGROUP INC

11.5M$1.3B2.1%$45.85+207.07%
30 qtrssince 2018-Q4
Decreased
0

GARMIN LTD

5.5M$1.3B2.1%$109.08+122.88%
17 qtrssince 2022-Q1
Decreased
0

BERKSHIRE HATHAWAY INC DEL

2.6M$1.2B2.0%$208.14+129.34%
30 qtrssince 2018-Q4
Increased
55

SUNCOR ENERGY INC NEW

17.3M$1.1B1.8%$26.09+127.12%
25 qtrssince 2020-Q1
Decreased
0

AMAZON COM INC

5.4M$1.1B1.8%$178.36+37.55%
30 qtrssince 2018-Q4
Increased
59

WILLIS TOWERS WATSON PLC LTD

3.8M$1.1B1.8%$223.98+29.32%
18 qtrssince 2021-Q4
Increased
55

LAM RESEARCH CORP

5M$1.1B1.7%$82.13+326.55%
6 qtrssince 2024-Q4
Decreased
0
ARGXARGX
ADR

ARGENX SE

1.5M$1.1B1.7%$271.41+223.36%
30 qtrssince 2018-Q4
Decreased
0

INSMED INC

6.5M$1.1B1.7%$106.86+8.18%
8 qtrssince 2024-Q2
Increased
65

PROGRESSIVE CORP

5.2M$1B1.7%$106.20+117.26%
30 qtrssince 2018-Q4
Increased
56

ICON PLC

8.3M$916.1M1.5%$156.28+7.32%
6 qtrssince 2024-Q4
Increased
60

IQVIA HLDGS INC

5.1M$862.7M1.4%$163.70+26.97%
4 qtrssince 2025-Q2
Increased
69

MARSH & MCLENNAN COS INC

4.9M$845.7M1.4%$111.20+60.35%
30 qtrssince 2018-Q4
Increased
68
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$62.3B
AUM
334
Positions
Q1 2026
Filing
Rating · 3.0
Quarterly Portfolio Change
-1%Q4'24$66.5B-7%Q1'25$61.9B+10%Q2'25$68.3B+3%Q3'25$70.5B-5%Q4'25$66.8B-7%Q1'26$62.3B
Activity profile
$ moved · Q1'26
New12%Increased32%Decreased39%Exited17%
Composition
Equity vs derivatives
Equity98%Puts1%Calls0%
Holding period
Avg 3.8 years
<1Q9%1-4Q14%1-2Y13%2Y+64%

Artisan Partners Limited Partnership manages $62.3B across 334 positions as of Q1 2026. Top holdings: ACGL (3.5%), BK (2.9%), SCHW (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.

Q1 2026 Summary

Active quarter - 37 new positions, 35 exits, 119 increased. Top move: IQV (INCREASED, conviction 69). Portfolio: $62.3B across 334 positions.

Top holdings by portfolio weight

Total AUM$61B
ACGL3.49%
BK2.95%
SCHW2.63%
GOOGL2.59%
ELV2.41%
AXP2.23%
META2.15%
C2.09%
GRMN2.05%
BRK/B2.00%
Other1.83%

Portfolio allocation by GICS sector

Sectors11
Financial Services26.52%
Healthcare18.87%
Technology17.28%
Industrials10.90%
Communication Services8.15%
Consumer Cyclical8.05%
Energy4.82%
Basic Materials2.42%
Real Estate1.40%
Consumer Defensive1.24%
Other0.34%

Behavioral investing profile

7-dimension quality assessment
Solid(3.0 / 5.0)
Track Record66
Conviction40
Concentration0
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
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Q3 2024 Q1 2026+2.8M shares+$221.7M
7Q
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7Q
NXPINXP SEMICONDUCTORS N V
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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