Artisan Partners Limited Partnership
Institutional investor · Portfolio as of Q3 2023
Top Holdings311 positions
VEEVA SYS INC | 10.2M | $2.1B | 3.5% | $160.42 | +26.83% | 20 qtrssince 2018-Q4 | Decreased 0 |
ARCH CAP GROUP LTD | 25.7M | $2.1B | 3.5% | $27.08 | +179.91% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 12M | $1.6B | 2.7% | $56.61 | +128.98% | 20 qtrssince 2018-Q4 | Decreased 0 |
ARGENX SE | 2.8M | $1.4B | 2.4% | $239.29 | +105.45% | 20 qtrssince 2018-Q4 | Decreased 0 |
LINDE PLC | 3.3M | $1.2B | 2.1% | $340.83 | +6.17% | 3 qtrssince 2023-Q1 | Increased 55 |
ATLASSIAN CORPORATION | 6M | $1.2B | 2.1% | $132.04 | +52.61% | 4 qtrssince 2022-Q4 | Increased 55 |
META PLATFORMS INC | 4M | $1.2B | 2.0% | $199.55 | +49.02% | 20 qtrssince 2018-Q4 | Decreased 0 |
WILLIS TOWERS WATSON PLC LTD | 5.5M | $1.2B | 2.0% | $210.38 | -4.32% | 8 qtrssince 2021-Q4 | Decreased 0 |
ON SEMICONDUCTOR CORP | 12.4M | $1.2B | 2.0% | $65.63 | +41.62% | 8 qtrssince 2021-Q4 | Increased 50 |
ELEVANCE HEALTH INC FORMERLY | 2.4M | $1B | 1.8% | $292.48 | +41.59% | 20 qtrssince 2018-Q4 | Increased 54 |
BERKSHIRE HATHAWAY INC DEL | 2.8M | $977.4M | 1.7% | $200.97 | +74.30% | 20 qtrssince 2018-Q4 | Decreased 0 |
BOSTON SCIENTIFIC CORP | 17.8M | $940.3M | 1.6% | $37.48 | +40.86% | 20 qtrssince 2018-Q4 | Decreased 0 |
CHIPOTLE MEXICAN GRILL INC | 509,953 | $934.1M | 1.6% | $22.64 | +61.80% | 20 qtrssince 2018-Q4 | Increased 51 |
PROGRESSIVE CORP | 6.6M | $915.1M | 1.6% | $68.50 | +85.80% | 20 qtrssince 2018-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 8.9M | $910.6M | 1.5% | $40.86 | +151.61% | 20 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 6.9M | $880.4M | 1.5% | $104.48 | +21.67% | 20 qtrssince 2018-Q4 | Increased 56 |
BANK OF NY MELLON CORP | 19.6M | $838M | 1.4% | $37.22 | +6.51% | 20 qtrssince 2018-Q4 | Decreased 0 |
INGERSOLL RAND INC | 12.2M | $779.8M | 1.3% | $38.91 | +63.28% | 15 qtrssince 2020-Q1 | Decreased 0 |
LATTICE SEMICONDUCTOR CORP | 8.9M | $767.6M | 1.3% | $29.15 | +194.76% | 15 qtrssince 2020-Q1 | Decreased 0 |
GARMIN LTD | 7.2M | $762.4M | 1.3% | $100.24 | -0.29% | 7 qtrssince 2022-Q1 | Increased 51 |
Artisan Partners Limited Partnership manages $58.9B across 311 positions as of Q3 2023. Top holdings: VEEV (3.5%), ACGL (3.5%), GOOGL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 24 new positions, 18 exits, 112 increased. Top move: AMZN (INCREASED, conviction 56). Portfolio: $58.9B across 311 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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
Verify source filings on SEC EDGAR