Artisan Partners Limited Partnership Top Holdings and 13F Report (2024)

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About Artisan Partners Limited Partnership

Investment Activity

Artisan Partners Limited Partnership has $69.13 billion in total holdings as of March 31, 2024.
Artisan Partners Limited Partnership owns shares of 329 different stocks, but just 97 companies or ETFs make up 80% of its holdings.
Approximately 8.14% of the portfolio was purchased this quarter.
About 13.32% of the portfolio was sold this quarter.
This quarter, Artisan Partners Limited Partnership has purchased 321 new stocks and bought additional shares in 110 stocks.
Artisan Partners Limited Partnership sold shares of 171 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Arch Capital Group: $2,282,443,158
Alphabet: $1,742,551,901
Amazon.com: $1,495,058,526
Chipotle Mexican Grill: $1,346,357,729
Meta Platforms: $1,340,563,043

Largest New Holdings this Quarter

DOORDASH INC: $181,404,784 Holding
GENERAL ELECTRIC CO: $164,740,043 Holding
monday.com: $122,587,329 Holding
Westinghouse Air Brake Technologies: $118,519,421 Holding
AutoZone: $109,002,967 Holding

Largest Purchases this Quarter

Henry Schein: 5,774,863 shares (about $436.12M)
Xylem: 2,508,238 shares (about $324.16M)
Charles Schwab: 3,851,328 shares (about $278.61M)
Taiwan Semiconductor Manufacturing: 1,729,440 shares (about $235.29M)
DOORDASH INC: 1,317,200 shares (about $181.40M)

Largest Sales this Quarter

Advanced Micro Devices: 3,155,150 shares (about $569.47M)
Meta Platforms: 792,409 shares (about $384.78M)
DENTSPLY SIRONA: 10,991,906 shares (about $364.82M)
Veeva Systems: 1,330,324 shares (about $308.22M)
Willis Towers Watson Public: 954,744 shares (about $262.55M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ACGL Arch Capital Group	$2,282,443,158	$18,781,220 ▼	-0.8%	24,691,077	3.3%	Finance
GOOGL Alphabet	$1,742,551,901	$24,302,900 ▼	-1.4%	11,545,431	2.5%	Computer and Technology
AMZN Amazon.com	$1,495,058,526	$72,375,130 ▼	-4.6%	8,288,383	2.2%	Retail/Wholesale
CMG Chipotle Mexican Grill	$1,346,357,729	$62,181,624 ▼	-4.4%	463,180	1.9%	Retail/Wholesale
META Meta Platforms	$1,340,563,043	$384,777,962 ▼	-22.3%	2,760,746	1.9%	Computer and Technology
ARGX argenx	$1,255,809,312	$5,954,228 ▲	0.5%	3,189,600	1.8%	Medical
ELV Elevance Health	$1,230,116,367	$30,913,281 ▲	2.6%	2,372,269	1.8%	Medical
VEEV Veeva Systems	$1,216,610,909	$308,222,768 ▼	-20.2%	5,251,029	1.8%	Computer and Technology
LINDE PLC	$1,210,843,017	$121,287,349 ▼	-9.1%	2,607,777	1.8%	SHS
BRK.B Berkshire Hathaway	$1,182,364,730	$404,540 ▼	0.0%	2,811,673	1.7%	Finance
AMD Advanced Micro Devices	$1,141,978,279	$569,473,024 ▼	-33.3%	6,327,100	1.7%	Computer and Technology
BSX Boston Scientific	$1,107,997,660	$67,971,394 ▼	-5.8%	16,177,510	1.6%	Medical
AXP American Express	$1,103,478,865	$2,004,127 ▼	-0.2%	4,846,409	1.6%	Finance
PGR Progressive	$1,088,200,596	$106,931,524 ▼	-8.9%	5,261,583	1.6%	Finance
GRMN Garmin	$1,086,572,951	$1,683,422 ▼	-0.2%	7,298,804	1.6%	Computer and Technology
BK Bank of New York Mellon	$996,843,747	$143,659,970 ▼	-12.6%	17,300,308	1.4%	Finance
TEAM Atlassian	$985,826,639	$179,557,197 ▼	-15.4%	5,052,671	1.4%	Computer and Technology
WTW Willis Towers Watson Public	$980,929,400	$262,554,600 ▼	-21.1%	3,567,016	1.4%	Finance
IR Ingersoll Rand	$970,340,481	$173,599,554 ▼	-15.2%	10,219,489	1.4%	Industrial Products
NFLX Netflix	$944,834,213	$163,492,021 ▼	-14.8%	1,555,718	1.4%	Consumer Discretionary
SCHW Charles Schwab	$939,906,241	$278,605,067 ▲	42.1%	12,992,898	1.4%	Finance
MSFT Microsoft	$917,753,980	$214,370,303 ▼	-18.9%	2,181,389	1.3%	Computer and Technology
SU Suncor Energy	$899,824,394	$141,787,251 ▲	18.7%	24,371,219	1.3%	Oils/Energy
ASND Ascendis Pharma A/S	$857,426,263	$11,684,383 ▼	-1.3%	5,671,934	1.2%	Medical
WST West Pharmaceutical Services	$817,749,356	$41,737,117 ▲	5.4%	2,066,537	1.2%	Medical
DXCM DexCom	$800,176,805	$18,195,914 ▼	-2.2%	5,769,119	1.2%	Medical
INTU Intuit	$781,379,300	$41,202,850 ▼	-5.0%	1,202,122	1.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$770,112,386	$235,290,312 ▲	44.0%	5,660,510	1.1%	Computer and Technology
MMC Marsh & McLennan Companies	$710,296,077	$429,880 ▼	-0.1%	3,448,374	1.0%	Finance
C Citigroup	$708,166,706	$968,521 ▼	-0.1%	11,198,082	1.0%	Finance
LSCC Lattice Semiconductor	$668,926,424	$77,766,018 ▼	-10.4%	8,550,766	1.0%	Computer and Technology
PWR Quanta Services	$664,366,535	$30,804,486 ▲	4.9%	2,557,223	1.0%	Construction
NU NU	$637,344,729	$8,383,247 ▼	-1.3%	53,423,699	0.9%	Business Services
ANET Arista Networks	$619,461,946	$39,688,983 ▼	-6.0%	2,136,223	0.9%	Computer and Technology
DHR Danaher	$585,773,448	$124,583,810 ▲	27.0%	2,345,721	0.8%	Multi-Sector Conglomerates
CSGP CoStar Group	$550,911,732	$54,580,546 ▲	11.0%	5,703,020	0.8%	Computer and Technology
XYL Xylem	$535,729,913	$324,164,679 ▲	153.2%	4,145,233	0.8%	Industrial Products
EXPE Expedia Group	$535,455,326	$19,275,909 ▼	-3.5%	3,887,153	0.8%	Retail/Wholesale
ON Onsemi	$524,426,651	$21,946,658 ▼	-4.0%	7,130,206	0.8%	Computer and Technology
CP Canadian Pacific Kansas City	$514,379,682	$29,273,450 ▼	-5.4%	5,831,960	0.7%	Transportation
SHOP Shopify	$503,517,890	$8,386,295 ▲	1.7%	6,524,788	0.7%	Computer and Technology
SWAV Shockwave Medical	$498,166,032	$11,188,972 ▲	2.3%	1,529,853	0.7%	Medical
LRCX Lam Research	$486,112,419	$62,816,858 ▼	-11.4%	500,337	0.7%	Computer and Technology
SAIA Saia	$469,552,005	$8,633,430 ▼	-1.8%	802,653	0.7%	Transportation
NVDA NVIDIA	$469,478,030	$30,792,421 ▲	7.0%	519,587	0.7%	Computer and Technology
TYL Tyler Technologies	$460,229,729	$85,232,780 ▲	22.7%	1,082,868	0.7%	Computer and Technology
HSIC Henry Schein	$458,238,292	$436,117,653 ▲	1,971.5%	6,067,774	0.7%	Medical
SPGI S&P Global	$435,706,749	$161,508,478 ▼	-27.0%	1,024,108	0.6%	Business Services
SPOT Spotify Technology	$427,161,471	$57,487,448 ▲	15.6%	1,618,649	0.6%	Business Services
CNHI CNH Industrial	$422,043,087	$13,118,423 ▲	3.2%	32,565,053	0.6%	Industrials
ABNB Airbnb	$413,715,556	$87,345,825 ▼	-17.4%	2,507,975	0.6%	Computer and Technology
V Visa	$408,165,663	$14,483,415 ▼	-3.4%	1,462,540	0.6%	Business Services
WDAY Workday	$399,828,862	$12,504,769 ▼	-3.0%	1,465,917	0.6%	Computer and Technology
NOK Nokia Oyj	$380,965,189	$3,000,515 ▲	0.8%	107,617,285	0.6%	Computer and Technology
HUBS HubSpot	$377,441,624	$36,507,772 ▼	-8.8%	602,403	0.5%	Computer and Technology
NICE NICE	$368,387,934	$2,664,058 ▲	0.7%	1,413,506	0.5%	Computer and Technology
TREX Trex	$351,745,233	$57,469,367 ▼	-14.0%	3,526,268	0.5%	Construction
ST Sensata Technologies	$347,236,684	$3,609,778 ▲	1.1%	9,451,189	0.5%	Computer and Technology
SNPS Synopsys	$319,395,920	$30,805,565 ▼	-8.8%	558,873	0.5%	Computer and Technology
CRH PLC	$317,475,358	$73,661,382 ▲	30.2%	3,680,447	0.5%	ORD
ETN Eaton	$316,705,130	$13,272,328 ▲	4.4%	1,012,873	0.5%	Industrial Products
LUV Southwest Airlines	$314,594,408	$384,783 ▼	-0.1%	10,777,472	0.5%	Transportation
AER AerCap	$295,226,230	$134,536,767 ▲	83.7%	3,396,919	0.4%	Finance
TW Tradeweb Markets	$283,935,336	$1,231,081 ▼	-0.4%	2,725,692	0.4%	Finance
FTV Fortive	$277,295,104	$1,691,067 ▼	-0.6%	3,223,612	0.4%	Computer and Technology
BSY Bentley Systems	$275,873,456	$2,109,584 ▼	-0.8%	5,282,908	0.4%	Computer and Technology
MPWR Monolithic Power Systems	$262,301,089	$218,633,241 ▼	-45.5%	387,206	0.4%	Computer and Technology
MELI MercadoLibre	$260,474,421	$44,277,749 ▲	20.5%	172,276	0.4%	Retail/Wholesale
CDAY Ceridian HCM	$254,337,174	$48,788,560 ▼	-16.1%	3,841,371	0.4%	Computer and Technology
LYV Live Nation Entertainment	$249,797,644	$17,980,265 ▲	7.8%	2,361,706	0.4%	Consumer Discretionary
IRTC iRhythm Technologies	$248,813,272	$8,519,272 ▲	3.5%	2,144,942	0.4%	Medical
CNI Canadian National Railway	$239,043,070	$95,261,529 ▼	-28.5%	1,814,500	0.3%	Transportation
HUBB Hubbell	$238,874,972	$14,635,078 ▲	6.5%	575,533	0.3%	Industrial Products
CELH Celsius	$236,998,710	$83,210,220 ▲	54.1%	2,858,161	0.3%	Consumer Staples
DDOG Datadog	$235,456,888	$25,719,430 ▼	-9.8%	1,904,991	0.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$231,110,205	$9,875,486 ▼	-4.1%	552,882	0.3%	Medical
ECL Ecolab	$230,050,288	$150,273,645 ▲	188.4%	996,320	0.3%	Basic Materials
SE SEA	$220,159,438	$1,763,836 ▼	-0.8%	4,099,040	0.3%	Computer and Technology
EXAS Exact Sciences	$214,909,955	$93,807,444 ▼	-30.4%	3,111,931	0.3%	Medical
JBL Jabil	$214,718,501	$35,284,573 ▲	19.7%	1,602,975	0.3%	Computer and Technology
MMYT MakeMyTrip	$212,804,697	$32,686,979 ▼	-13.3%	2,995,140	0.3%	Computer and Technology
LIBERTY GLOBAL LTD	$208,864,084	$30,408,353 ▼	-12.7%	12,344,213	0.3%	COM CL A
RGEN Repligen	$206,105,534	$73,957,359 ▼	-26.4%	1,120,626	0.3%	Medical
EFX Equifax	$197,952,227	$60,785,627 ▲	44.3%	739,953	0.3%	Business Services
MTSI MACOM Technology Solutions	$194,622,809	$90,121,189 ▲	86.2%	2,034,952	0.3%	Computer and Technology
AJG Arthur J. Gallagher & Co.	$192,536,051	$19,422,357 ▼	-9.2%	770,021	0.3%	Finance
GOOG Alphabet	$190,848,470	$285,792 ▼	-0.1%	1,253,438	0.3%	Computer and Technology
DPZ Domino's Pizza	$189,360,471	$45,349,244 ▲	31.5%	381,099	0.3%	Retail/Wholesale
WING Wingstop	$188,680,978	$149,918,056 ▼	-44.3%	514,959	0.3%	Retail/Wholesale
BAX Baxter International	$188,586,147	$12,150,939 ▲	6.9%	4,412,404	0.3%	Medical
VIV Telefônica Brasil	$182,915,337	$43,069 ▼	0.0%	18,164,383	0.3%	Utilities
DOORDASH INC	$181,404,784	$181,404,784 ▲	New Holding	1,317,200	0.3%	CL A
NVR NVR	$179,689,513	$71,611,747 ▲	66.3%	22,184	0.3%	Construction
GWRE Guidewire Software	$175,225,009	$4,816,972 ▼	-2.7%	1,501,371	0.3%	Computer and Technology
ASML ASML	$167,581,730	$11,123,527 ▲	7.1%	172,681	0.2%	Computer and Technology
RBLX Roblox	$164,863,493	$18,376,530 ▲	12.5%	4,318,059	0.2%	Consumer Discretionary
GENERAL ELECTRIC CO	$164,740,043	$164,740,043 ▲	New Holding	1,120,071	0.2%	COM
CRWD CrowdStrike	$163,846,817	$9,686,947 ▲	6.3%	511,079	0.2%	Computer and Technology
CAE CAE	$161,081,296	$1,632,845 ▼	-1.0%	7,799,227	0.2%	Aerospace
TWST Twist Bioscience	$159,252,404	$31,505,809 ▲	24.7%	4,641,574	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Artisan Partners Limited Partnership Top Holdings and 13F Report (2024)

About Artisan Partners Limited Partnership

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Artisan Partners Limited Partnership Top Holdings and 13F Report (2024)

About Artisan Partners Limited Partnership

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofArtisan Partners Limited Partnership

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information