Artisan Partners Limited Partnership Top Holdings and 13F Report (2025) About Artisan Partners Limited PartnershipInvestment ActivityArtisan Partners Limited Partnership has $68.31 billion in total holdings as of June 30, 2025.Artisan Partners Limited Partnership owns shares of 332 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 12.17% of the portfolio was purchased this quarter.About 11.49% of the portfolio was sold this quarter.This quarter, Artisan Partners Limited Partnership has purchased 342 new stocks and bought additional shares in 119 stocks.Artisan Partners Limited Partnership sold shares of 168 stocks and completely divested from 45 stocks this quarter.Largest Holdings Arch Capital Group $2,170,021,055Meta Platforms $1,688,530,707Charles Schwab $1,658,452,327Netflix $1,548,352,993American Express $1,473,966,070 Largest New Holdings this Quarter 46266C105 - IQVIA $515,771,898 Holding03073E105 - Cencora $411,888,353 Holding92189F676 - VanEck Semiconductor ETF $292,935,552 Holding05605H100 - BWX Technologies $183,859,024 Holding75524B104 - RBC Bearings $157,190,415 Holding Largest Purchases this Quarter IQVIA 3,272,872 shares (about $515.77M)Icon 2,893,946 shares (about $420.92M)Cencora 1,373,648 shares (about $411.89M)Suncor Energy 9,378,552 shares (about $351.54M)Atlassian 1,545,546 shares (about $313.88M) Largest Sales this Quarter Apple 1,440,640 shares (about $295.58M)Taiwan Semiconductor Manufacturing 1,110,603 shares (about $251.54M)argenex 436,114 shares (about $240.39M)Microsoft 465,780 shares (about $231.68M)Tencent Music Entertainment Group 11,446,752 shares (about $223.10M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArtisan Partners Limited Partnership Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACGLArch Capital Group$2,170,021,055$37,234,898 ▲1.7%23,833,2903.2%FinanceMETAMeta Platforms$1,688,530,707$128,867,562 ▲8.3%2,287,7032.5%Computer and TechnologySCHWCharles Schwab$1,658,452,327$38,955,192 ▲2.4%18,176,8122.4%FinanceNFLXNetflix$1,548,352,993$173,371,805 ▼-10.1%1,156,2382.3%Consumer DiscretionaryAXPAmerican Express$1,473,966,070$42,564,372 ▲3.0%4,620,8732.2%FinanceBKBank of New York Mellon$1,439,830,828$12,713,854 ▲0.9%15,803,2142.1%FinanceELVElevance Health$1,429,497,624$126,178,235 ▲9.7%3,675,1792.1%MedicalGOOGLAlphabet$1,425,094,821$108,667,295 ▲8.3%8,086,5622.1%Computer and TechnologyARGXargenex$1,295,243,527$240,394,759 ▼-15.7%2,349,7761.9%MedicalSUSuncor Energy$1,264,043,474$351,537,711 ▲38.5%33,722,9751.9%EnergyBRK.BBerkshire Hathaway$1,260,939,421$7,141,305 ▲0.6%2,595,7541.8%FinanceGRMNGarmin$1,229,809,548$74,337,924 ▲6.4%5,892,1501.8%Computer and TechnologySNOWSnowflake$1,108,045,266$146,006,569 ▲15.2%4,951,7151.6%Computer and TechnologyWTWWillis Towers Watson Public$1,096,993,537$19,177,705 ▲1.8%3,579,0981.6%FinancePGRProgressive$1,048,902,837$9,260,309 ▲0.9%3,930,5361.5%FinanceICLRIcon$1,045,039,342$420,924,446 ▲67.4%7,184,8701.5%MedicalCCitigroup$985,574,092$3,678,886 ▲0.4%11,578,6431.4%Financial ServicesAMZNAmazon.com$984,951,186$287,458,161 ▲41.2%4,489,4991.4%Retail/WholesaleLAM RESEARCH CORP$958,786,151$250,694,887 ▲35.4%9,849,8681.4%COM NEWBSXBoston Scientific$914,939,969$122,564,155 ▼-11.8%8,518,2011.3%MedicalPYPLPayPal$891,247,744$13,675,920 ▲1.6%11,992,0311.3%Business ServicesSHOPShopify$846,881,590$53,102,757 ▼-5.9%7,341,8431.2%Computer and TechnologySESEA$839,901,399$62,065,677 ▲8.0%5,251,3531.2%Computer and TechnologyTEAMAtlassian$787,610,031$313,884,937 ▲66.3%3,878,1331.2%Computer and TechnologyGE VERNOVA INC$782,427,648$55,960,787 ▲7.7%1,478,6501.1%COMORCLOracle$781,892,809$51,779,017 ▼-6.2%3,576,3291.1%Computer and TechnologyAONAON$776,325,814$14,346,390 ▲1.9%2,176,0451.1%FinanceMMCMarsh & McLennan Companies$752,876,783$7,022,280 ▲0.9%3,443,4541.1%FinanceASNDAscendis Pharma A/S$688,747,182$45,946,638 ▼-6.3%3,990,4241.0%MedicalBKRBaker Hughes$639,423,708$6,406,422 ▲1.0%16,677,7180.9%EnergyNOKNokia$560,149,598$10,139,974 ▲1.8%108,136,9880.8%Computer and TechnologyMELIMercadoLibre$550,566,387$21,243,585 ▼-3.7%210,6520.8%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$548,754,241$251,540,474 ▼-31.4%2,422,8630.8%Computer and TechnologyDHRDanaher$528,018,691$121,071,081 ▲29.8%2,672,9710.8%MedicalCBRECBRE Group$518,162,779$24,960,276 ▼-4.6%3,697,9930.8%FinanceIQVIQVIA$515,771,898$515,771,898 ▲New Holding3,272,8720.8%MedicalWSTWest Pharmaceutical Services$496,089,397$15,717,717 ▲3.3%2,267,3190.7%MedicalSPOTSpotify Technology$494,629,666$386,739 ▼-0.1%644,6030.7%Computer and TechnologyXYLXylem$482,670,619$49,346,830 ▼-9.3%3,731,2200.7%Business ServicesHSICHenry Schein$472,064,002$4,065,452 ▲0.9%6,462,2040.7%MedicalNVDANVIDIA$441,003,965$20,767,944 ▼-4.5%2,791,3410.6%Computer and TechnologyWMBWilliams Companies$436,826,780$122,509,963 ▲39.0%6,954,7330.6%EnergyGEGE Aerospace$433,309,888$240,727,859 ▲125.0%1,683,4760.6%AerospaceCNH INDL N V$427,044,947$7,460,424 ▲1.8%32,950,9990.6%SHSSTSensata Technologies$424,460,851$10,666,347 ▲2.6%14,097,0060.6%Computer and TechnologyIRTCiRhythm Technologies$421,979,880$11,306,668 ▼-2.6%2,740,8410.6%MedicalETNEaton$419,862,722$57,410,061 ▼-12.0%1,176,1190.6%IndustrialsTYLTyler Technologies$414,167,509$22,626,331 ▼-5.2%698,6160.6%Computer and TechnologyCORCencora$411,888,353$411,888,353 ▲New Holding1,373,6480.6%MedicalLINDE PLC$406,102,502$73,395,235 ▼-15.3%865,5580.6%SHSLYVLive Nation Entertainment$375,219,784$7,238,445 ▼-1.9%2,480,3000.5%Consumer DiscretionaryCARRCarrier Global$362,490,894$140,876,405 ▲63.6%4,952,7380.5%ConstructionGWREGuidewire Software$355,045,886$100,482,526 ▼-22.1%1,507,9460.5%Computer and TechnologyAMDAdvanced Micro Devices$352,900,192$51,621,801 ▼-12.8%2,486,9640.5%Computer and TechnologyVVisa$351,324,460$23,506,440 ▲7.2%989,5070.5%Business ServicesVEEVVeeva Systems$350,410,608$2,765,472 ▼-0.8%1,216,7880.5%MedicalLUVSouthwest Airlines$349,182,051$3,188,528 ▲0.9%10,763,9350.5%TransportationINSMInsmed$333,555,278$9,769,427 ▲3.0%3,314,3410.5%MedicalARM HOLDINGS PLC$329,065,691$210,983,522 ▼-39.1%2,034,5350.5%SPONSORED ADSSPGIS&P Global$319,587,833$48,172,687 ▼-13.1%606,0950.5%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$305,618,715$14,165,080 ▼-4.4%2,924,5810.4%Consumer DiscretionaryDOORDASH INC$294,944,531$26,559,480 ▼-8.3%1,196,4810.4%CL AMTSIMACOM Technology Solutions$294,516,833$54,621,432 ▼-15.6%2,055,3900.4%Computer and TechnologySMHVanEck Semiconductor ETF$292,935,552$292,935,552 ▲New Holding1,050,4000.4%ManufacturingCCCSCCC Intelligent Solutions$292,233,234$56,384,692 ▲23.9%31,055,6040.4%Computer and TechnologyVRTXVertex Pharmaceuticals$289,495,307$30,661,814 ▼-9.6%650,2590.4%MedicalMAMastercard$285,921,253$256,992,582 ▲888.4%508,8110.4%Business ServicesMSFTMicrosoft$259,717,657$231,683,629 ▼-47.1%522,1400.4%Computer and TechnologyAPGAPi Group$249,029,302$25,372,003 ▲11.3%4,878,1450.4%Business ServicesWINGWingstop$248,301,637$112,667,479 ▲83.1%737,3690.4%Retail/WholesaleUSFDUS Foods$247,003,106$27,319,066 ▲12.4%3,207,4160.4%Consumer StaplesRBLXRoblox$243,182,108$90,900,374 ▲59.7%2,311,6170.4%Consumer DiscretionaryLSCCLattice Semiconductor$230,365,383$128,766,786 ▼-35.9%4,702,2940.3%Computer and TechnologyBFAMBright Horizons Family Solutions$222,136,711$20,873,239 ▲10.4%1,797,3680.3%Business ServicesVSTVistra$221,895,782$191,347,644 ▲626.4%1,144,9140.3%UtilitiesDXCMDexCom$219,924,100$61,564,677 ▲38.9%2,519,4650.3%MedicalPODDInsulet$210,963,073$10,357,572 ▼-4.7%671,4720.3%MedicalAZOAutoZone$207,699,269$20,844,172 ▲11.2%55,9500.3%Retail/WholesaleMMYTMakeMyTrip$207,315,829$23,002,353 ▲12.5%2,115,0360.3%Computer and TechnologyCRWDCrowdStrike$204,418,699$30,273,386 ▼-12.9%401,3640.3%Computer and TechnologyGRABGrab$200,422,453$23,693,413 ▲13.4%39,845,4180.3%Computer and TechnologyAAPLApple$199,012,643$295,576,109 ▼-59.8%969,9890.3%Computer and TechnologyWFCWells Fargo & Company$197,578,243$13,605,658 ▲7.4%2,466,0290.3%FinanceNUNU$196,742,509$24,858,212 ▼-11.2%14,339,8330.3%FinancePSTGPure Storage$190,872,287$48,759,780 ▼-20.3%3,314,9060.3%Computer and TechnologyTWSTTwist Bioscience$186,195,404$29,076,645 ▼-13.5%5,061,0330.3%MedicalBWXTBWX Technologies$183,859,024$183,859,024 ▲New Holding1,276,2670.3%AerospaceHUMHumana$178,833,697$4,720,664 ▲2.7%731,4860.3%MedicalTWTradeweb Markets$174,039,149$94,156,721 ▼-35.1%1,188,7920.3%FinancePMPhilip Morris International$172,102,833$56,437,352 ▼-24.7%944,9450.3%Consumer StaplesVCYTVeracyte$170,877,578$29,248,190 ▲20.7%6,321,7750.3%MedicalNICENice$167,414,809$10,844,698 ▼-6.1%991,1480.2%Computer and TechnologySNPSSynopsys$167,282,870$13,057,447 ▼-7.2%326,2910.2%Computer and TechnologyAXONAxon Enterprise$166,469,756$80,161,979 ▲92.9%201,0650.2%AerospaceFERGUSON ENTERPRISES INC$165,421,844$78,140,241 ▲89.5%759,6870.2%COMMON STOCK NEWZSZscaler$164,000,686$69,541,477 ▼-29.8%522,3950.2%Computer and TechnologyIOTSamsara$157,699,854$67,480,445 ▲74.8%3,964,3000.2%Computer and TechnologyRBCRBC Bearings$157,190,415$157,190,415 ▲New Holding408,4990.2%IndustrialsIRIngersoll Rand$155,226,939$48,706,215 ▲45.7%1,866,1570.2%IndustrialsTXNTexas Instruments$154,840,297$16,391,599 ▲11.8%745,7870.2%Computer and TechnologyShowing largest 100 holdings. 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