Artisan Partners Limited Partnership Top Holdings and 13F Report (2026)

About Artisan Partners Limited Partnership

Investment Activity

Artisan Partners Limited Partnership has $62.34 billion in total holdings as of March 31, 2026.
Artisan Partners Limited Partnership owns shares of 330 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
Approximately 13.38% of the portfolio was purchased this quarter.
About 15.99% of the portfolio was sold this quarter.
This quarter, Artisan Partners Limited Partnership has purchased 326 new stocks and bought additional shares in 116 stocks.
Artisan Partners Limited Partnership sold shares of 170 stocks and completely divested from 36 stocks this quarter.

Largest Holdings

Arch Capital Group: $2,175,710,396
BNY: $1,835,867,225
Charles Schwab: $1,640,049,491
Alphabet: $1,616,148,450
Elevance Health: $1,500,980,481

Largest New Holdings this Quarter

22266T109 - Coupang: $635,683,275 Holding
464287655 - iShares Russell 2000 ETF: $302,560,000 Holding
78462F103 - SPDR S&P 500 ETF Trust: $292,653,000 Holding
539830109 - Lockheed Martin: $117,410,010 Holding
701094104 - Parker-Hannifin: $111,275,646 Holding

Largest Purchases this Quarter

Coupang: 33,669,665 shares (about $635.68M)
Axalta Coating Systems: 16,220,271 shares (about $449.30M)
Edwards Lifesciences: 4,034,429 shares (about $323.08M)
iShares Russell 2000 ETF: 1,220,000 shares (about $302.56M)
JPMorgan Chase & Co.: 997,333 shares (about $293.38M)

Largest Sales this Quarter

Suncor Energy: 15,556,186 shares (about $1.03B)
LAM RESEARCH CORP: 2,921,363 shares (about $624.18M)
Microsoft: 1,203,060 shares (about $445.34M)
Netflix: 4,145,510 shares (about $398.59M)
Apple: 1,220,554 shares (about $309.76M)

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	$2,175,710,396	$55,836,327 â–¼	-2.5%	22,666,011	3.5%	Finance
BK BNY	$1,835,867,225	$84,943,707 â–²	4.9%	15,475,573	2.9%	Finance
SCHW Charles Schwab	$1,640,049,491	$22,998,034 â–²	1.4%	17,451,048	2.6%	Finance
GOOGL Alphabet	$1,616,148,450	$17,260,214 â–¼	-1.1%	5,620,213	2.6%	Computer and Technology
ELV Elevance Health	$1,500,980,481	$27,642,626 â–²	1.9%	5,127,175	2.4%	Medical
AXP American Express	$1,389,557,730	$23,159,684 â–²	1.7%	4,593,883	2.2%	Finance
META Meta Platforms	$1,340,312,931	$38,748,076 â–¼	-2.8%	2,342,672	2.2%	Computer and Technology
C Citigroup	$1,303,983,870	$13,869,363 â–¼	-1.1%	11,497,962	2.1%	Financial Services
GRMN Garmin	$1,280,610,980	$41,804,954 â–¼	-3.2%	5,519,637	2.1%	Computer and Technology
BRK.B Berkshire Hathaway	$1,248,630,355	$1,295,278 â–²	0.1%	2,605,656	2.0%	Finance
SU Suncor Energy	$1,141,962,692	$1,029,111,774 â–¼	-47.4%	17,262,055	1.8%	Energy
AMZN Amazon.com	$1,128,537,654	$166,639,743 â–²	17.3%	5,418,628	1.8%	Retail/Wholesale
WTW Willis Towers Watson Public	$1,100,769,562	$94,469,070 â–²	9.4%	3,786,617	1.8%	Finance
LAM RESEARCH CORP	$1,074,638,438	$624,178,419 â–¼	-36.7%	5,029,666	1.7%	COM NEW
ARGX argenex	$1,071,993,495	$211,012,969 â–¼	-16.4%	1,467,982	1.7%	Medical
INSM Insmed	$1,067,344,315	$275,294,437 â–²	34.8%	6,527,301	1.7%	Medical
PGR Progressive	$1,032,632,953	$106,258,622 â–²	11.5%	5,209,004	1.7%	Finance
ICLR Icon	$916,148,054	$155,473,759 â–²	20.4%	8,278,945	1.5%	Medical
IQV IQVIA	$862,738,837	$287,782,839 â–²	50.1%	5,058,865	1.4%	Medical
MARSH & MCLENNAN COS INC	$845,717,397	$263,302,477 â–²	45.2%	4,875,857	1.4%	COM
AXTA Axalta Coating Systems	$797,654,823	$449,301,507 â–²	129.0%	28,796,203	1.3%	Basic Materials
BKR Baker Hughes	$754,094,660	$277,881,954 â–¼	-26.9%	12,352,083	1.2%	Energy
ASND Ascendis Pharma A/S	$738,840,836	$984,225 â–²	0.1%	3,230,188	1.2%	Medical
NOK Nokia	$734,036,185	$65,760,261 â–¼	-8.2%	91,298,033	1.2%	Computer and Technology
WST West Pharmaceutical Services	$666,174,221	$48,250,199 â–¼	-6.8%	2,657,893	1.1%	Medical
AVGO Broadcom	$635,911,199	$79,315,342 â–²	14.3%	2,054,574	1.0%	Computer and Technology
CPNG Coupang	$635,683,275	$635,683,275 â–²	New Holding	33,669,665	1.0%	Retail/Wholesale
SPOT Spotify Technology	$633,315,352	$160,970,749 â–²	34.1%	1,306,047	1.0%	Computer and Technology
LHX L3Harris Technologies	$608,583,072	$47,377,713 â–¼	-7.2%	1,763,242	1.0%	Aerospace
GE VERNOVA INC	$606,153,108	$105,358,157 â–¼	-14.8%	694,413	1.0%	COM
CBRE CBRE Group	$536,150,148	$6,868,770 â–²	1.3%	3,957,996	0.9%	Finance
AON AON	$530,699,383	$170,015,973 â–²	47.1%	1,644,152	0.9%	Finance
SHOPIFY INC	$517,433,569	$94,033,507 â–¼	-15.4%	4,362,111	0.8%	CL A SUB VTG SHS
WWD Woodward	$504,432,318	$123,142,355 â–²	32.3%	1,409,344	0.8%	Aerospace
TSM Taiwan Semiconductor Manufacturing	$492,615,183	$234,729,256 â–²	91.0%	1,457,657	0.8%	Computer and Technology
HSIC Henry Schein	$484,431,795	$5,479,963 â–¼	-1.1%	6,573,023	0.8%	Medical
LINDE PLC	$457,075,847	$102,283,220 â–²	28.8%	921,970	0.7%	SHS
SE SEA	$443,403,081	$41,216,938 â–²	10.2%	5,354,463	0.7%	Computer and Technology
RTX RTX	$438,694,916	$106,191,257 â–²	31.9%	2,274,209	0.7%	Aerospace
EW Edwards Lifesciences	$416,507,641	$323,077,097 â–²	345.8%	5,201,144	0.7%	Medical
NVDA NVIDIA	$365,899,048	$37,485,013 â–²	11.4%	2,098,045	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$358,478,378	$293,375,475 â–²	450.6%	1,218,651	0.6%	Finance
CNH INDL N V	$344,671,943	$5,380,540 â–¼	-1.5%	31,333,813	0.6%	SHS
SOMNIGROUP INTERNATIONAL INC	$342,199,680	$115,072,365 â–²	50.7%	4,629,325	0.5%	COM
WMB Williams Companies	$336,379,335	$35,159,727 â–¼	-9.5%	4,621,865	0.5%	Energy
RBLX Roblox	$328,749,235	$199,094,483 â–²	153.6%	5,812,398	0.5%	Consumer Discretionary
COR Cencora	$325,192,991	$26,229,746 â–¼	-7.5%	1,035,185	0.5%	Medical
AMD Advanced Micro Devices	$313,526,926	$2,833,373 â–²	0.9%	1,541,203	0.5%	Computer and Technology
RBC RBC Bearings	$312,959,060	$11,320,784 â–¼	-3.5%	576,225	0.5%	Industrials
DOORDASH INC	$310,513,122	$55,965,122 â–²	22.0%	2,068,019	0.5%	CL A
TWST Twist Bioscience	$302,596,753	$25,545,421 â–²	9.2%	6,367,777	0.5%	Medical
IWM iShares Russell 2000 ETF	$302,560,000	$302,560,000 â–²	New Holding	1,220,000	0.5%	Finance
MDB MongoDB	$300,374,506	$195,491,748 â–²	186.4%	1,227,170	0.5%	Computer and Technology
MEDLINE INC	$295,010,223	$90,684,550 â–²	44.4%	6,629,443	0.5%	COM CL A
SPY SPDR S&P 500 ETF Trust	$292,653,000	$292,653,000 â–²	New Holding	450,000	0.5%	Finance
WFC Wells Fargo & Company	$291,276,829	$48,387,197 â–¼	-14.2%	3,658,797	0.5%	Finance
FIX Comfort Systems USA	$287,074,473	$11,078,824 â–¼	-3.7%	208,177	0.5%	Construction
V Visa	$279,425,716	$21,225,408 â–¼	-7.1%	924,516	0.4%	Business Services
LSCC Lattice Semiconductor	$278,667,880	$76,775,863 â–¼	-21.6%	3,004,182	0.4%	Computer and Technology
USFD US Foods	$278,493,026	$9,903,078 â–¼	-3.4%	3,020,204	0.4%	Consumer Staples
XYL Xylem	$271,888,076	$112,239,659 â–¼	-29.2%	2,275,214	0.4%	Business Services
ST Sensata Technologies	$261,633,073	$206,015,445 â–¼	-44.1%	7,428,537	0.4%	Computer and Technology
APG APi Group	$257,197,744	$11,756,919 â–¼	-4.4%	6,347,427	0.4%	Business Services
COF Capital One Financial	$245,340,621	$65,091,936 â–¼	-21.0%	1,344,848	0.4%	Finance
MELI MercadoLibre	$244,237,907	$24,443,156 â–¼	-9.1%	141,258	0.4%	Retail/Wholesale
MTSI MACOM Technology Solutions	$232,542,690	$44,317,195 â–¼	-16.0%	1,047,159	0.4%	Computer and Technology
CARR Carrier Global	$223,724,923	$23,742,774 â–¼	-9.6%	3,973,094	0.4%	Construction
LLY Eli Lilly and Company	$220,779,751	$132,869,974 â–²	151.1%	240,038	0.4%	Medical
BWXT BWX Technologies	$216,597,645	$7,301,315 â–¼	-3.3%	1,059,209	0.3%	Aerospace
MOD Modine Manufacturing	$214,086,292	$3,847,686 â–¼	-1.8%	987,893	0.3%	Auto/Tires/Trucks
HWM Howmet Aerospace	$209,443,431	$148,581,941 â–²	244.1%	908,806	0.3%	Aerospace
ADI Analog Devices	$205,130,627	$430,762 â–¼	-0.2%	644,781	0.3%	Computer and Technology
ETN Eaton	$197,795,087	$130,422,577 â–¼	-39.7%	553,010	0.3%	Industrials
LYV Live Nation Entertainment	$195,876,935	$108,108,976 â–¼	-35.6%	1,284,355	0.3%	Consumer Discretionary
GS The Goldman Sachs Group	$194,725,748	$42,703,883 â–¼	-18.0%	230,175	0.3%	Finance
SLB SLB	$194,555,294	$7,356,119 â–²	3.9%	3,785,859	0.3%	Energy
EOG EOG Resources	$193,571,857	$6,330,720 â–²	3.4%	1,338,949	0.3%	Energy
AJG Arthur J. Gallagher & Co.	$191,651,528	$147,287,690 â–²	332.0%	884,899	0.3%	Finance
FITB Fifth Third Bancorp	$188,366,588	$157,117,267 â–²	502.8%	4,054,382	0.3%	Finance
FWONK Liberty Media Corporation - Liberty Formula One Series C	$181,941,256	$21,529,868 â–¼	-10.6%	2,139,982	0.3%	Consumer Discretionary
TYL Tyler Technologies	$181,582,330	$44,912,056 â–²	32.9%	530,353	0.3%	Computer and Technology
VCYT Veracyte	$177,038,065	$24,694,471 â–¼	-12.2%	5,496,370	0.3%	Medical
PM Philip Morris International	$172,138,119	$5,986,631 â–²	3.6%	1,041,116	0.3%	Consumer Staples
GWRE Guidewire Software	$171,282,154	$12,603,725 â–²	7.9%	1,145,240	0.3%	Computer and Technology
IRTC iRhythm Technologies	$171,236,007	$7,209,250 â–¼	-4.0%	1,450,907	0.3%	Medical
GOOG Alphabet	$166,529,688	$234,365 â–¼	-0.1%	580,526	0.3%	Computer and Technology
MPWR Monolithic Power Systems	$164,957,133	$3,268,026 â–¼	-1.9%	150,873	0.3%	Computer and Technology
VIKING HOLDINGS LTD	$159,982,491	$23,915,682 â–¼	-13.0%	2,177,225	0.3%	ORD SHS
WAT Waters	$159,196,643	$47,906,463 â–²	43.0%	534,576	0.3%	Medical
TXN Texas Instruments	$158,542,295	$6,047,461 â–²	4.0%	816,639	0.3%	Computer and Technology
AMER SPORTS INC	$155,991,354	$15,667,978 â–¼	-9.1%	4,738,498	0.3%	COM SHS
AAPL Apple	$155,529,111	$309,764,401 â–¼	-66.6%	612,826	0.2%	Computer and Technology
FANG Diamondback Energy	$154,561,215	$5,644,333 â–²	3.8%	781,441	0.2%	Energy
IONS Ionis Pharmaceuticals	$154,558,340	$65,845,817 â–²	74.2%	2,058,308	0.2%	Medical
TMO Thermo Fisher Scientific	$153,761,398	$5,844,783 â–²	4.0%	312,822	0.2%	Medical
UNP Union Pacific	$152,113,763	$5,272,860 â–²	3.6%	626,963	0.2%	Transportation
CRM Salesforce	$148,503,265	$34,459,469 â–²	30.2%	795,539	0.2%	Computer and Technology
ACN Accenture	$147,171,433	$39,609,419 â–²	36.8%	742,203	0.2%	Computer and Technology
PODD Insulet	$145,413,602	$7,117,140 â–²	5.1%	692,974	0.2%	Medical
ORCL Oracle	$141,788,149	$195,688,812 â–¼	-58.0%	963,824	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Artisan Partners Limited Partnership Top Holdings and 13F Report (2026)

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 (2026)

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools