Artisan Partners Limited Partnership
Institutional investor · Portfolio as of Q2 2023
Top Holdings303 positions
Veeva Systems Inc | 10.6M | $2.1B | 3.4% | $160.42 | +23.26% | 19 qtrssince 2018-Q4 | Increased 60 |
Arch Capital Group Ltd | 26M | $1.9B | 3.1% | $27.08 | +156.42% | 19 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 12.9M | $1.5B | 2.5% | $56.61 | +109.45% | 19 qtrssince 2018-Q4 | Decreased 0 |
Willis Towers Watson PLC | 5.6M | $1.3B | 2.1% | $210.38 | +7.41% | 7 qtrssince 2021-Q4 | Increased 55 |
Facebook Inc | 4.4M | $1.3B | 2.1% | $199.55 | +42.45% | 19 qtrssince 2018-Q4 | Decreased 0 |
Linde PLC | 3.3M | $1.3B | 2.0% | $340.80 | +7.77% | 2 qtrssince 2023-Q1 | Increased 58 |
ARGENX SE-ADR | 3M | $1.2B | 1.9% | $239.29 | +62.87% | 19 qtrssince 2018-Q4 | Increased 50 |
ON Semiconductor Corp | 12.4M | $1.2B | 1.9% | $65.60 | +40.37% | 7 qtrssince 2021-Q4 | Increased 53 |
Chipotle Mexican Grill Inc | 502,276 | $1.1B | 1.7% | $22.43 | +90.73% | 19 qtrssince 2018-Q4 | Decreased 0 |
Boston Scientific Corp | 19M | $1B | 1.7% | $37.48 | +44.30% | 19 qtrssince 2018-Q4 | Decreased 0 |
Advanced Micro Devices Inc | 8.8M | $1B | 1.6% | $40.77 | +179.41% | 19 qtrssince 2018-Q4 | Decreased 0 |
Atlassian Corp | 6M | $1B | 1.6% | $131.30 | +23.11% | 3 qtrssince 2022-Q4 | Increased 52 |
Anthem Inc | 2.2M | $985.7M | 1.6% | $283.67 | +48.47% | 19 qtrssince 2018-Q4 | Decreased 0 |
Gardner Denver Holdings Inc | 14.9M | $970.8M | 1.6% | $38.91 | +67.44% | 14 qtrssince 2020-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 2.8M | $963.9M | 1.6% | $200.97 | +69.67% | 19 qtrssince 2018-Q4 | Decreased 0 |
Bank of New York Mellon Corp/T | 20.2M | $900.1M | 1.4% | $37.22 | +10.15% | 19 qtrssince 2018-Q4 | Decreased 0 |
Progressive Corp/The | 6.8M | $894.8M | 1.4% | $68.50 | +76.42% | 19 qtrssince 2018-Q4 | Decreased 0 |
LATTICE SEMICONDUCTOR CORP | 9.1M | $878M | 1.4% | $29.15 | +229.55% | 14 qtrssince 2020-Q1 | Increased 52 |
Amazon.com Inc | 6.2M | $803.5M | 1.3% | $101.68 | +28.20% | 19 qtrssince 2018-Q4 | Increased 56 |
NextEra Energy Inc | 10.7M | $791.4M | 1.3% | $60.55 | +11.33% | 16 qtrssince 2019-Q3 | Decreased 0 |
Artisan Partners Limited Partnership manages $62.2B across 303 positions as of Q2 2023. Top holdings: VEEV (3.4%), ACGL (3.1%), GOOGL (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 31 new positions, 45 exits, 125 increased. Top move: VEEV (INCREASED, conviction 60). Portfolio: $62.2B across 303 positions.
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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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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