Artisan Partners Limited Partnership
Institutional investor · Portfolio as of Q2 2022
Top Holdings318 positions
ALPHABET INC | 857,430 | $1.9B | 3.2% | $55.46 | +94.61% | 15 qtrssince 2018-Q4 | Increased 59 |
VEEVA SYS INC | 8.8M | $1.7B | 3.0% | $157.24 | +27.03% | 15 qtrssince 2018-Q4 | Increased 61 |
ARCH CAP GROUP LTD | 34.9M | $1.6B | 2.7% | $26.92 | +57.67% | 15 qtrssince 2018-Q4 | Increased 55 |
ELEVANCE HEALTH INC FORMERLY | 2.5M | $1.2B | 2.1% | $278.71 | +62.26% | 15 qtrssince 2018-Q4 | Decreased 0 |
WILLIS TOWERS WATSON PLC LTD | 6.2M | $1.2B | 2.1% | $211.84 | -11.89% | 3 qtrssince 2021-Q4 | Increased 74 |
NEXTERA ENERGY INC | 15M | $1.2B | 2.0% | $60.22 | +14.22% | 12 qtrssince 2019-Q3 | Increased 56 |
ARGENX SE | 3M | $1.2B | 1.9% | $217.70 | +74.04% | 15 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 9.8M | $1.1B | 1.9% | $68.24 | +55.06% | 15 qtrssince 2018-Q4 | Increased 52 |
ADVANCED MICRO DEVICES INC | 13M | $997.1M | 1.7% | $38.18 | +100.30% | 15 qtrssince 2018-Q4 | Increased 54 |
| 5.2M | $974.4M | 1.6% | — | — | 15 qtrssince 2018-Q4 | Increased 65 | |
BANK OF NY MELLON CORP | 21.9M | $914.1M | 1.5% | $37.23 | -0.25% | 15 qtrssince 2018-Q4 | Increased 58 |
INGERSOLL RAND INC | 21M | $883.3M | 1.5% | $38.89 | +7.71% | 10 qtrssince 2020-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 3.2M | $861.6M | 1.5% | $200.96 | +35.86% | 15 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC | 5.2M | $837.1M | 1.4% | $211.03 | -24.31% | 15 qtrssince 2018-Q4 | Decreased 0 |
| 11.6M | $813.6M | 1.4% | — | — | 9 qtrssince 2020-Q2 | Increased 53 | |
MICROSOFT CORP | 2.9M | $750.8M | 1.3% | $131.04 | +89.27% | 15 qtrssince 2018-Q4 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 19.3M | $720.2M | 1.2% | $36.67 | +1.62% | 15 qtrssince 2018-Q4 | Increased 55 |
CITIGROUP INC | 15.6M | $718.9M | 1.2% | $43.38 | -8.33% | 15 qtrssince 2018-Q4 | Increased 55 |
SENSATA TECHNOLOGIES HLDG PL | 17M | $703.9M | 1.2% | $44.93 | -13.03% | 2 qtrssince 2022-Q1 | Increased 70 |
ASCENDIS PHARMA A/S | 7.5M | $694.7M | 1.2% | $133.99 | -29.70% | 15 qtrssince 2018-Q4 | Decreased 0 |
Artisan Partners Limited Partnership manages $59.2B across 318 positions as of Q2 2022. Top holdings: GOOGL (3.2%), VEEV (3.0%), ACGL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 28 new positions, 36 exits, 108 increased. Top move: WTW (INCREASED, conviction 74). Portfolio: $59.2B across 318 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR