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

About Artisan Partners Limited Partnership

Investment Activity

Artisan Partners Limited Partnership has $63.08 billion in total holdings as of June 30, 2026.
Artisan Partners Limited Partnership owns shares of 330 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 13.30% of the portfolio was purchased this quarter.
About 26.76% of the portfolio was sold this quarter.
This quarter, Artisan Partners Limited Partnership has purchased 330 new stocks and bought additional shares in 101 stocks.
Artisan Partners Limited Partnership sold shares of 180 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Arch Capital Group: $2,096,097,569
BANK OF NY MELLON CORP: $1,979,314,379
Alphabet: $1,977,728,107
Elevance Health: $1,771,695,984
Charles Schwab: $1,746,737,165

Largest New Holdings this Quarter

K08588103 - ASCENDIS PHARMA A/S: $702,546,942 Holding
92189F676 - VanEck Semiconductor ETF: $273,047,007 Holding
861012102 - STMicroelectronics: $209,507,771 Holding
29362U104 - Entegris: $207,238,835 Holding
219350105 - Corning: $182,705,503 Holding

Largest Purchases this Quarter

ASCENDIS PHARMA A/S: 2,634,024 shares (about $702.55M)
Willis Towers Watson Public: 1,754,431 shares (about $458.56M)
GE Aerospace: 1,119,160 shares (about $418.26M)
MARSH & MCLENNAN COS INC: 2,393,389 shares (about $398.91M)
Coupang: 16,769,469 shares (about $291.29M)

Largest Sales this Quarter

LAM RESEARCH CORP: 4,243,428 shares (about $1.84B)
Advanced Micro Devices: 1,032,876 shares (about $600.01M)
Suncor Energy: 6,405,621 shares (about $344.61M)
GE VERNOVA INC: 261,366 shares (about $307.07M)
Wells Fargo & Company: 3,477,527 shares (about $287.38M)

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	$2,096,097,569	$103,865,459 â–¼	-4.7%	21,595,895	3.3%	Finance
BANK OF NY MELLON CORP	$1,979,314,379	$258,608,232 â–¼	-11.6%	13,687,258	3.1%	COM
GOOGL Alphabet	$1,977,728,107	$30,767,413 â–¼	-1.5%	5,534,119	3.1%	Communication Services
ELV Elevance Health	$1,771,695,984	$211,136,404 â–¼	-10.6%	4,581,222	2.8%	Healthcare
SCHW Charles Schwab	$1,746,737,165	$136,528,966 â–²	8.5%	18,930,716	2.8%	Finance
C Citigroup	$1,667,627,039	$58,372,277 â–²	3.6%	11,915,026	2.6%	Finance
AXP American Express	$1,529,243,133	$24,637,792 â–¼	-1.6%	4,521,044	2.4%	Finance
ICLR Icon	$1,500,230,086	$62,094,550 â–²	4.3%	8,636,406	2.4%	Healthcare
WTW Willis Towers Watson Public	$1,448,263,716	$458,555,631 â–²	46.3%	5,541,048	2.3%	Finance
BRK.B Berkshire Hathaway	$1,447,926,002	$144,081,796 â–²	11.1%	2,893,595	2.3%	Finance
ARGX argenex	$1,399,799,026	$37,849,307 â–²	2.8%	1,508,778	2.2%	Healthcare
META Meta Platforms	$1,333,316,443	$13,712,732 â–²	1.0%	2,367,016	2.1%	Communication Services
GRMN Garmin	$1,257,205,392	$53,929,181 â–¼	-4.1%	5,292,605	2.0%	Consumer Discretionary
MARSH & MCLENNAN COS INC	$1,211,565,231	$398,906,145 â–²	49.1%	7,269,246	1.9%	COM
PGR Progressive	$1,121,186,324	$16,720,600 â–¼	-1.5%	5,132,462	1.8%	Finance
AXTA Axalta Coating Systems	$1,085,914,963	$100,508,897 â–²	10.2%	31,733,342	1.7%	Materials
AMZN Amazon.com	$1,053,364,127	$238,111,670 â–¼	-18.4%	4,419,586	1.7%	Consumer Discretionary
IQV IQVIA	$916,526,317	$60,947,578 â–¼	-6.2%	4,743,434	1.5%	Healthcare
CPNG Coupang	$876,127,758	$291,285,677 â–²	49.8%	50,439,134	1.4%	Consumer Discretionary
WST West Pharmaceutical Services	$865,833,483	$88,350,275 â–¼	-9.3%	2,411,792	1.4%	Healthcare
ASCENDIS PHARMA A/S	$702,546,942	$702,546,942 â–²	New Holding	2,634,024	1.1%	ORD SHS
SPOT Spotify Technology	$622,829,408	$23,184,222 â–²	3.9%	1,356,543	1.0%	Communication Services
AON AON	$613,833,143	$68,484,366 â–²	12.6%	1,850,623	1.0%	Finance
AVGO Broadcom	$609,002,506	$167,112,823 â–¼	-21.5%	1,612,184	1.0%	Technology
BKR Baker Hughes	$601,465,251	$84,075,338 â–¼	-12.3%	10,837,212	1.0%	Energy
EW Edwards Lifesciences	$599,361,052	$128,865,598 â–²	27.4%	6,625,703	1.0%	Healthcare
NVDA NVIDIA	$596,917,492	$177,119,668 â–²	42.2%	2,983,245	0.9%	Technology
TSM Taiwan Semiconductor Manufacturing	$589,443,638	$106,689,616 â–¼	-15.3%	1,234,256	0.9%	Technology
SU Suncor Energy	$584,061,988	$344,614,054 â–¼	-37.1%	10,856,434	0.9%	Energy
WWD Woodward	$582,196,482	$17,394,969 â–¼	-2.9%	1,368,457	0.9%	Industrials
INSM Insmed	$580,195,955	$115,744,856 â–¼	-16.6%	5,441,718	0.9%	Healthcare
GE GE Aerospace	$548,369,171	$418,263,667 â–²	321.5%	1,467,287	0.9%	Industrials
HSIC Henry Schein	$540,162,844	$8,816,037 â–¼	-1.6%	6,467,467	0.9%	Healthcare
LSCC Lattice Semiconductor	$531,154,910	$71,635,289 â–²	15.6%	3,472,509	0.8%	Technology
SE SEA	$523,806,876	$10,688,687 â–²	2.1%	5,466,001	0.8%	Consumer Discretionary
GE VERNOVA INC	$508,769,598	$307,068,459 â–¼	-37.6%	433,047	0.8%	COM
CBRE CBRE Group	$500,839,501	$32,262,968 â–¼	-6.1%	3,718,461	0.8%	Real Estate
TWST Twist Bioscience	$494,031,558	$161,085,405 â–¼	-24.6%	4,802,017	0.8%	Healthcare
SHOPIFY INC	$465,169,895	$32,895,943 â–¼	-6.6%	4,074,005	0.7%	CL A SUB VTG SHS
DOORDASH INC	$440,184,162	$58,572,593 â–²	15.3%	2,385,434	0.7%	CL A
FIX Comfort Systems USA	$400,578,231	$12,018,556 â–¼	-2.9%	202,113	0.6%	Industrials
RTX RTX	$396,418,067	$35,067,606 â–¼	-8.1%	2,089,380	0.6%	Industrials
LLY Eli Lilly and Company	$393,871,222	$105,962,444 â–²	36.8%	328,382	0.6%	Healthcare
ASTERA LABS INC	$375,454,143	$104,683,419 â–²	38.7%	777,306	0.6%	COM
RBC RBC Bearings	$365,831,480	$5,292,245 â–¼	-1.4%	568,008	0.6%	Industrials
SOMNIGROUP INTERNATIONAL INC	$365,600,782	$2,661,680 â–²	0.7%	4,663,275	0.6%	COM
SITM SiTime	$361,688,490	$215,553,436 â–²	147.5%	485,123	0.6%	Technology
LAM RESEARCH CORP	$340,700,513	$1,838,804,658 â–¼	-84.4%	786,238	0.5%	COM NEW
CNH INDL N V	$334,750,960	$17,127,760 â–¼	-4.9%	29,808,634	0.5%	SHS
CARR Carrier Global	$333,672,157	$42,245,712 â–²	14.5%	4,549,041	0.5%	Industrials
SPY SPDR S&P 500 ETF Trust	$328,578,800	$7,467,700 â–¼	-2.2%	440,000	0.5%	ETF
VCYT Veracyte	$325,270,469	$2,468,657 â–²	0.8%	5,538,404	0.5%	Healthcare
AAPL Apple	$318,730,329	$141,402,998 â–²	79.7%	1,101,501	0.5%	Technology
MOD Modine Manufacturing	$318,254,756	$54,467,545 â–²	20.6%	1,191,876	0.5%	Industrials
LINDE PLC	$311,913,557	$166,533,554 â–¼	-34.8%	601,059	0.5%	SHS
LHX L3Harris Technologies	$303,273,134	$209,107,431 â–¼	-40.8%	1,043,646	0.5%	Industrials
AMD Advanced Micro Devices	$295,292,238	$600,007,998 â–¼	-67.0%	508,327	0.5%	Technology
HOOD Robinhood Markets	$288,817,746	$193,593,257 â–²	203.3%	2,880,113	0.5%	Finance
WMB Williams Companies	$286,477,739	$57,111,705 â–¼	-16.6%	3,853,615	0.5%	Energy
JPM JPMorgan Chase & Co.	$284,797,722	$114,103,310 â–¼	-28.6%	870,063	0.5%	Finance
APG APi Group	$282,932,719	$14,119,193 â–²	5.3%	6,680,820	0.4%	Industrials
FITB Fifth Third Bancorp	$278,000,831	$49,455,318 â–²	21.6%	4,931,716	0.4%	Finance
LYV Live Nation Entertainment	$277,455,208	$42,276,983 â–²	18.0%	1,515,238	0.4%	Communication Services
SMH VanEck Semiconductor ETF	$273,047,007	$273,047,007 â–²	New Holding	416,300	0.4%	ETF
USFD US Foods	$272,277,548	$36,538,323 â–¼	-11.8%	2,662,861	0.4%	Consumer Staples
AMAT Applied Materials	$252,741,279	$78,418,749 â–²	45.0%	349,573	0.4%	Technology
MELI MercadoLibre	$247,620,345	$7,850,429 â–²	3.3%	145,883	0.4%	Consumer Discretionary
MTSI MACOM Technology Solutions	$238,815,341	$159,492,589 â–¼	-40.0%	627,850	0.4%	Technology
TDY Teledyne Technologies	$231,533,243	$107,203,617 â–²	86.2%	347,178	0.4%	Technology
GS The Goldman Sachs Group	$227,930,434	$4,861,656 â–¼	-2.1%	225,368	0.4%	Finance
COF Capital One Financial	$223,748,075	$46,055,330 â–¼	-17.1%	1,115,283	0.4%	Finance
GH Guardant Health	$221,883,581	$99,673,487 â–²	81.6%	1,478,928	0.4%	Healthcare
VIKING HOLDINGS LTD	$218,735,209	$9,154,963 â–¼	-4.0%	2,089,760	0.3%	ORD SHS
MU Micron Technology	$214,775,277	$56,980,371 â–²	36.1%	186,067	0.3%	Technology
WAT Waters	$210,304,687	$9,817,417 â–²	4.9%	560,753	0.3%	Healthcare
STM STMicroelectronics	$209,507,771	$209,507,771 â–²	New Holding	2,797,540	0.3%	Technology
IONS Ionis Pharmaceuticals	$209,327,536	$46,124,269 â–²	28.3%	2,640,024	0.3%	Healthcare
ENTG Entegris	$207,238,835	$207,238,835 â–²	New Holding	1,152,223	0.3%	Technology
BWXT BWX Technologies	$206,230,875	$55,865 â–²	0.0%	1,059,496	0.3%	Industrials
TYL Tyler Technologies	$206,074,661	$50,967,597 â–²	32.9%	704,625	0.3%	Technology
FWONK Liberty Media Corporation - Liberty Formula One Series C	$205,193,271	$1,595,403 â–²	0.8%	2,156,751	0.3%	Communication Services
IRTC iRhythm Technologies	$197,493,534	$24,908,132 â–²	14.4%	1,660,307	0.3%	Healthcare
LIVN LivaNova	$182,942,261	$8,383,102 â–²	4.8%	2,224,763	0.3%	Healthcare
GLW Corning	$182,705,503	$182,705,503 â–²	New Holding	715,286	0.3%	Technology
MPWR Monolithic Power Systems	$179,919,848	$28,641,143 â–¼	-13.7%	130,154	0.3%	Technology
V Visa	$177,603,626	$139,588,568 â–¼	-44.0%	517,659	0.3%	Finance
AKAM Akamai Technologies	$171,102,119	$150,130,956 â–²	715.9%	1,447,442	0.3%	Technology
COMP Compass	$170,957,724	$47,108,332 â–²	38.0%	13,865,184	0.3%	Real Estate
BE Bloom Energy	$170,904,068	$12,373,767 â–¼	-6.8%	564,599	0.3%	Industrials
NU NU	$169,500,337	$44,772,299 â–²	35.9%	12,687,151	0.3%	Finance
COHR Coherent	$166,595,831	$39,231,644 â–²	30.8%	422,328	0.3%	Technology
MMYT MakeMyTrip	$165,346,400	$638,841 â–²	0.4%	3,102,766	0.3%	Consumer Discretionary
CRWD CrowdStrike	$158,031,031	$106,373,321 â–¼	-40.2%	207,080	0.3%	Technology
ETN Eaton	$156,859,033	$78,789,588 â–¼	-33.4%	368,110	0.2%	Industrials
WCC WESCO International	$147,350,974	$8,095,490 â–¼	-5.2%	426,573	0.2%	Industrials
HTHT H World Group	$141,821,508	$74,244,370 â–²	109.9%	3,399,365	0.2%	Consumer Discretionary
CGNX Cognex	$139,885,748	$14,645,424 â–²	11.7%	1,931,590	0.2%	Technology
CFG Citizens Financial Group	$139,382,613	$139,382,613 â–²	New Holding	1,989,191	0.2%	Finance
FTAI AVIATION LTD	$138,183,239	$1,349,133 â–¼	-1.0%	510,787	0.2%	SHS
MDB MongoDB	$132,404,814	$279,801,863 â–¼	-67.9%	394,179	0.2%	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