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Artisan Partners Limited Partnership Top Holdings and 13F Report (2025)

About Artisan Partners Limited Partnership

Investment Activity

  • Artisan Partners Limited Partnership has $61.90 billion in total holdings as of March 31, 2025.
  • Artisan Partners Limited Partnership owns shares of 342 different stocks, but just 102 companies or ETFs make up 80% of its holdings.
  • Approximately 11.23% of the portfolio was purchased this quarter.
  • About 16.26% of the portfolio was sold this quarter.
  • This quarter, Artisan Partners Limited Partnership has purchased 353 new stocks and bought additional shares in 154 stocks.
  • Artisan Partners Limited Partnership sold shares of 150 stocks and completely divested from 39 stocks this quarter.

Largest Holdings

Arch Capital Group
$2,252,953,021
argenx
$1,648,870,785
Elevance Health
$1,457,455,269
Charles Schwab
$1,389,458,963
Berkshire Hathaway
$1,374,617,207

Largest New Holdings this Quarter

05722G100 - Baker Hughes
$725,641,881 Holding
G3730V105 - FTAI Aviation
$235,554,808 Holding
79466L302 - Salesforce
$160,446,272 Holding
855244109 - Starbucks
$98,090,785 Holding
443201108 - Howmet Aerospace
$87,575,145 Holding

Largest Purchases this Quarter

Baker Hughes
16,510,623 shares (about $725.64M)
ICON Public
4,095,633 shares (about $716.69M)
Snowflake
3,740,674 shares (about $546.74M)
Alibaba Group
3,066,338 shares (about $405.46M)
Williams Companies
4,884,811 shares (about $291.92M)

Largest Sales this Quarter

Amazon.com
3,011,072 shares (about $572.89M)
Meta Platforms
680,555 shares (about $392.24M)
Spotify Technology
657,089 shares (about $361.42M)
Advanced Micro Devices
3,472,298 shares (about $356.74M)
Taiwan Semiconductor Manufacturing
2,070,687 shares (about $343.73M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArtisan Partners Limited Partnership

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$2,252,953,021$3,240,593 0.1%23,424,3403.6%Finance
argenx SE stock logo
ARGX
argenx
$1,648,870,785$168,151,806 -9.3%2,785,8902.7%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,457,455,269$206,575,553 16.5%3,350,7802.4%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,389,458,963$30,417,729 -2.1%17,749,8592.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,374,617,207$27,956,722 -2.0%2,581,0532.2%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$1,313,712,003$26,016,977 -1.9%15,663,6702.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,217,910,351$392,244,680 -24.4%2,113,1072.0%Computer and Technology
American Express stock logo
AXP
American Express
$1,207,344,118$13,524,336 1.1%4,487,4342.0%Finance
Garmin Ltd. stock logo
GRMN
Garmin
$1,202,029,292$23,038,796 -1.9%5,535,9891.9%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,198,957,551$6,446,580 -0.5%1,285,7041.9%Consumer Discretionary
Willis Towers Watson Public Limited stock logo
WTW
Willis Towers Watson Public
$1,188,410,638$6,902,291 0.6%3,516,5281.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,155,151,522$301,176,400 -20.7%7,469,9401.9%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$1,102,560,263$21,518,382 -1.9%3,895,8351.8%Finance
Boston Scientific Co. stock logo
BSX
Boston Scientific
$974,428,973$158,681,617 -14.0%9,659,2881.6%Medical
Suncor Energy Inc. stock logo
SU
Suncor Energy
$942,773,020$2,145,600 0.2%24,344,4231.5%Energy
Aon plc stock logo
AON
AON
$852,389,193$27,250,264 3.3%2,135,8321.4%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$832,468,324$18,025,032 -2.1%3,411,3361.3%Finance
Citigroup Inc. stock logo
C
Citigroup
$818,899,679$17,013,463 2.1%11,535,4231.3%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$770,473,109$261,240,316 51.3%11,808,0171.2%Computer and Technology
ICON Public Limited stock logo
ICLR
ICON Public
$750,868,791$716,694,819 2,097.2%4,290,9241.2%Medical
Shopify Inc. stock logo
SHOP
Shopify
$744,954,533$44,850,775 6.4%7,802,2051.2%Computer and Technology
Baker Hughes stock logo
BKR
Baker Hughes
$725,641,881$725,641,881 New Holding16,510,6231.2%Energy
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$663,437,884$30,204,577 -4.4%4,256,6271.1%Medical
Sea Limited stock logo
SE
SEA
$634,611,626$33,580,819 -5.0%4,863,2971.0%Computer and Technology
Snowflake Inc. stock logo
SNOW
Snowflake
$628,375,457$546,736,912 669.7%4,299,2301.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$604,881,822$572,886,559 -48.6%3,179,2381.0%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$586,555,356$343,734,042 -36.9%3,533,4660.9%Computer and Technology
Nokia Oyj stock logo
NOK
Nokia Oyj
$559,565,775$6,546,199 1.2%106,179,4640.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$535,473,020$75,393,365 -12.3%2,410,6290.9%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$533,118,319$33,993,683 6.8%3,813,1630.9%Computer and Technology
LAM RESEARCH CORP
$528,849,752$151,416,579 40.1%7,274,4120.9%COM NEW
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$506,920,020$22,750,620 -4.3%3,876,1280.8%Finance
Atlassian Co. stock logo
TEAM
Atlassian
$494,998,287$117,139,496 -19.1%2,332,5870.8%Computer and Technology
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$491,524,734$204,944,230 -29.4%2,195,4830.8%Medical
Xylem Inc. stock logo
XYL
Xylem
$491,301,828$23,724,278 -4.6%4,112,6890.8%Business Services
LINDE PLC
$475,879,889$44,809,003 10.4%1,021,9910.8%SHS
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$438,784,678$8,451,940 -1.9%6,406,5510.7%Medical
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$428,357,687$110,447,821 -20.5%736,7820.7%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$426,811,339$110,440,702 34.9%218,7800.7%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$422,315,785$3,326,330 0.8%2,060,0770.7%Medical
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$420,380,195$405,461,874 2,717.9%3,179,1590.7%Retail/Wholesale
GE VERNOVA INC
$419,117,080$205,438,786 96.1%1,372,8940.7%COM
CNH INDL N V
$397,569,286$5,226,601 1.3%32,375,3490.6%SHS
Lattice Semiconductor Co. stock logo
LSCC
Lattice Semiconductor
$384,496,474$66,120,778 -14.7%7,330,7240.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$370,855,289$28,696,689 -7.2%987,9200.6%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$363,419,313$37,240,982 11.4%1,336,9360.6%Industrials
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$362,488,015$98,726,729 37.4%1,934,7140.6%Computer and Technology
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$358,152,359$7,935,928 -2.2%10,665,6450.6%Transportation
ARM HOLDINGS PLC
$356,571,383$73,418,873 25.9%3,338,9960.6%SPONSORED ADS
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$354,828,203$361,418,662 -50.5%645,1070.6%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$354,376,377$1,286,001 0.4%697,4540.6%Business Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$348,649,091$26,475,051 8.2%719,1310.6%Medical
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$338,289,715$85,801,920 34.0%5,494,3920.5%Computer and Technology
Sensata Technologies Holding plc stock logo
ST
Sensata Technologies
$333,536,785$40,525,876 13.8%13,742,7600.5%Computer and Technology
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$330,125,566$26,772,556 -7.5%2,528,1480.5%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$323,580,068$20,901,785 -6.1%923,3010.5%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$316,772,197$2,278,798 0.7%2,922,7920.5%Computer and Technology
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$299,053,860$291,916,305 4,089.9%5,004,2480.5%Energy
iRhythm Technologies, Inc. stock logo
IRTC
iRhythm Technologies
$294,598,830$5,395,835 1.9%2,814,2800.5%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$292,886,466$356,743,897 -54.9%2,850,7540.5%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$284,068,947$44,477,824 -13.5%1,226,3910.5%Medical
Formula One Group stock logo
FWONK
Formula One Group
$275,442,481$39,643,644 -12.6%3,060,1320.4%Consumer Discretionary
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$271,969,664$49,270,905 -15.3%1,831,9390.4%Finance
Insmed Incorporated stock logo
INSM
Insmed
$245,445,376$6,936,973 2.9%3,217,2680.4%Medical
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
$244,584,402$27,792,411 -10.2%2,436,5850.4%Computer and Technology
DOORDASH INC
$238,372,838$16,703,716 7.5%1,304,2230.4%CL A
FTAI Aviation Ltd. stock logo
FTAI
FTAI Aviation
$235,554,808$235,554,808 New Holding2,121,5420.4%Aerospace
Twist Bioscience Co. stock logo
TWST
Twist Bioscience
$229,724,943$1,660,973 -0.7%5,851,3740.4%Medical
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$226,324,371$15,392,547 7.3%25,063,6070.4%Computer and Technology
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$206,881,718$101,976,787 97.2%1,628,4770.3%Business Services
Tencent Music Entertainment Group stock logo
TME
Tencent Music Entertainment Group
$202,096,763$58,591,608 40.8%14,024,7580.3%Consumer Discretionary
Philip Morris International Inc. stock logo
PM
Philip Morris International
$199,177,420$422,222 0.2%1,254,8190.3%Consumer Staples
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$198,268,483$9,815,002 -4.7%341,8540.3%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$196,033,393$56,786,651 40.8%738,9400.3%Finance
Carrier Global Co. stock logo
CARR
Carrier Global
$191,971,016$37,732,890 24.5%3,027,9340.3%Computer and Technology
AutoZone, Inc. stock logo
AZO
AutoZone
$191,916,281$10,717,725 -5.3%50,3350.3%Retail/Wholesale
Humana Inc. stock logo
HUM
Humana
$188,442,034$10,177,045 5.7%712,1770.3%Medical
US Foods Holding Corp. stock logo
USFD
US Foods
$186,735,713$20,701,921 12.5%2,852,6690.3%Consumer Staples
Saia, Inc. stock logo
SAIA
Saia
$186,228,369$69,137,521 -27.1%532,9490.3%Transportation
NIKE, Inc. stock logo
NKE
NIKE
$185,376,327$67,088,267 56.7%2,920,2320.3%Consumer Discretionary
Insulet Co. stock logo
PODD
Insulet
$184,992,726$17,266,345 -8.5%704,4390.3%Medical
Telefônica Brasil S.A. stock logo
VIV
Telefônica Brasil
$184,766,380$1,691,288 -0.9%21,188,8050.3%Utilities
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$184,257,064$718,463 -0.4%1,880,3660.3%Computer and Technology
Pure Storage, Inc. stock logo
PSTG
Pure Storage
$184,239,521$32,248,437 21.2%4,161,7240.3%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$182,517,668$141,061,063 -43.6%719,9340.3%Basic Materials
GitLab Inc. stock logo
GTLB
GitLab
$181,696,924$7,903,003 -4.2%3,865,8920.3%Computer and Technology
Baxter International Inc. stock logo
BAX
Baxter International
$178,123,199$1,212,940 -0.7%5,203,7160.3%Medical
HubSpot, Inc. stock logo
HUBS
HubSpot
$177,700,326$17,407,206 -8.9%311,0510.3%Computer and Technology
Nu Holdings Ltd. stock logo
NU
NU
$165,392,957$176,285,112 -51.6%16,151,6560.3%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$164,845,131$45,236,961 37.8%2,296,2130.3%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$164,370,368$26,414,226 -13.8%3,273,6580.3%Retail/Wholesale
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$162,703,697$25,604,352 18.7%1,479,2590.3%Transportation
NICE Ltd. stock logo
NICE
NICE
$162,703,618$35,676,942 -18.0%1,055,3520.3%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$162,470,274$17,081,796 -9.5%460,8040.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$160,446,272$160,446,272 New Holding597,8770.3%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$159,202,650$1,096,196 0.7%1,241,4430.3%Energy
Grab Holdings Limited stock logo
GRAB
Grab
$159,161,541$1,375,666 0.9%35,134,9980.3%Computer and Technology
APi Group Co. stock logo
APG
APi Group
$156,669,638$31,995,223 25.7%4,381,1420.3%Business Services
Veracyte, Inc. stock logo
VCYT
Veracyte
$155,357,431$40,310,746 -20.6%5,239,7110.3%Medical
Comcast Co. stock logo
CMCSA
Comcast
$153,347,396$29,593,689 23.9%4,155,7560.2%Consumer Discretionary

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