Artisan Partners Limited Partnership Q2 2019 Filing
Filed August 9, 2019
Portfolio Value
$54.2T
Holdings
281
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (281 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACGLARCH CAP GROUP LTD | 47,955,591 | $1.8T | 3.28% | |
| 2 | —IHS MARKIT LTD | 26,475,899 | $1.7T | 3.11% | |
| 3 | —ALLERGAN PLC | 7,594,387 | $1.3T | 2.34% | |
| 4 | PGRPROGRESSIVE CORP OHIO | 14,952,510 | $1.2T | 2.20% | |
| 5 | VIV1USDTELEFONICA BRASIL SA | 90,979,707 | $1.2T | 2.18% | |
| 6 | MDTMEDTRONIC PLC | 12,111,649 | $1.2T | 2.17% | |
| 7 | AONAON PLC | 6,046,484 | $1.2T | 2.15% | |
| 8 | NXPINXP SEMICONDUCTORS N V | 11,302,720 | $1.1T | 2.03% | |
| 9 | WPWORLDPAY INC | 8,705,026 | $1.1T | 1.97% | |
| 10 | GOOGLALPHABET INC | 933,847 | $1.0T | 1.86% | |
| 11 | BSXBOSTON SCIENTIFIC CORP | 20,439,447 | $878.5B | 1.62% | |
| 12 | HRSEURHARRIS TECHNOLOGIES INC | 4,507,628 | $852.5B | 1.57% | |
| 13 | BIDUNBAIDU INC | 7,257,861 | $851.8B | 1.57% | |
| 14 | WTWWILLIS TOWERS WATSON PUB LTD | 4,182,787 | $801.2B | 1.48% | |
| 15 | METAFACEBOOK INC | 3,938,750 | $760.2B | 1.40% | |
| 16 | TRVCCITIGROUP INC | 10,435,903 | $730.8B | 1.35% | |
| 17 | IMOIMPERIAL OIL LTD | 26,208,059 | $725.7B | 1.34% | |
| 18 | TEAMATLASSIAN CORP PLC | 5,477,364 | $716.7B | 1.32% | |
| 19 | AMZNAMAZON COM INC | 377,432 | $714.7B | 1.32% | |
| 20 | XRAYDENTSPLY SIRONA INC | 12,224,833 | $713.4B | 1.32% | |
| 21 | GPNGLOBAL PMTS INC | 4,416,246 | $707.2B | 1.30% | |
| 22 | VEEVVEEVA SYS INC | 4,317,591 | $699.9B | 1.29% | |
| 23 | VVISA INC | 4,028,047 | $699.1B | 1.29% | |
| 24 | EXPEEXPEDIA GROUP INC | 5,183,085 | $689.5B | 1.27% | |
| 25 | ALXNALEXION PHARMACEUTICALS INC | 5,027,064 | $658.4B | 1.21% | |
| 26 | ORCLORACLE CORP | 11,088,287 | $631.7B | 1.16% | |
| 27 | MSFTMICROSOFT CORP | 4,559,842 | $610.8B | 1.13% | Call |
| 28 | APTVAPTIV PLC | 7,453,349 | $602.5B | 1.11% | |
| 29 | BACBANK AMER CORP | 20,741,666 | $601.5B | 1.11% | |
| 30 | BKBANK NEW YORK MELLON CORP | 13,546,259 | $598.1B | 1.10% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 18,793,872 | $570.8B | 1.05% | |
| 32 | MRSHMARSH & MCLENNAN COS INC | 5,595,814 | $558.2B | 1.03% | |
| 33 | —CREE INC | 9,734,072 | $546.9B | 1.01% | |
| 34 | HDBHDFC BANK LTD | 4,046,878 | $526.3B | 0.97% | |
| 35 | AXPAMERICAN EXPRESS CO | 4,237,142 | $523.0B | 0.96% | |
| 36 | GOOGALPHABET INC | 473,357 | $511.7B | 0.94% | |
| 37 | PBRPETROLEO BRASILEIRO SA PETRO | 32,029,787 | $498.7B | 0.92% | |
| 38 | FDXFEDEX CORP | 2,978,777 | $489.1B | 0.90% | |
| 39 | FTVFORTIVE CORP | 5,906,271 | $481.5B | 0.89% | |
| 40 | ELVANTHEM INC | 1,608,565 | $454.0B | 0.84% | |
| 41 | ANETEURARISTA NETWORKS INC | 1,706,712 | $443.1B | 0.82% | |
| 42 | GWREGUIDEWIRE SOFTWARE INC | 4,048,851 | $410.5B | 0.76% | |
| 43 | LOWLOWES COS INC | 4,056,140 | $409.3B | 0.75% | |
| 44 | PAGSPAGSEGURO DIGITAL LTD | 10,449,484 | $407.2B | 0.75% | |
| 45 | BKNGBOOKING HLDGS INC | 213,342 | $400.0B | 0.74% | |
| 46 | ICEINTERCONTINENTAL EXCHANGE IN | 4,647,995 | $399.4B | 0.74% | |
| 47 | AG8AGILENT TECHNOLOGIES INC | 5,248,547 | $391.9B | 0.72% | |
| 48 | —GARDNER DENVER HLDGS INC | 11,255,006 | $389.4B | 0.72% | |
| 49 | TELTE CONNECTIVITY LTD | 3,661,760 | $350.7B | 0.65% | |
| 50 | ZNGAEURZYNGA INC | 54,845,079 | $336.2B | 0.62% | |
| 51 | UTXZUNITED TECHNOLOGIES CORP | 2,426,735 | $316.0B | 0.58% | |
| 52 | ROPROPER TECHNOLOGIES INC | 840,778 | $307.9B | 0.57% | |
| 53 | MSIMOTOROLA SOLUTIONS INC | 1,719,441 | $286.7B | 0.53% | |
| 54 | DC4DEXCOM INC | 1,884,716 | $282.4B | 0.52% | |
| 55 | ATVIEURACTIVISION BLIZZARD INC | 5,811,531 | $274.3B | 0.51% | |
| 56 | WFCWELLS FARGO CO NEW | 5,790,283 | $274.0B | 0.51% | |
| 57 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 4,199,538 | $266.2B | 0.49% | |
| 58 | DATATABLEAU SOFTWARE INC | 1,563,502 | $259.6B | 0.48% | |
| 59 | AWNADVANCE AUTO PARTS INC | 1,660,041 | $255.9B | 0.47% | |
| 60 | HUBSHUBSPOT INC | 1,489,185 | $253.9B | 0.47% | |
| 61 | DAYCERIDIAN HCM HLDG INC | 5,004,409 | $251.2B | 0.46% | |
| 62 | TRUTRANSUNION | 3,285,981 | $241.6B | 0.45% | |
| 63 | ALAIR LEASE CORP | 5,804,290 | $239.9B | 0.44% | |
| 64 | CECELANESE CORP DEL | 2,098,738 | $226.2B | 0.42% | |
| 65 | FRCBFIRST REP BK SAN FRANCISCO C | 2,285,278 | $223.2B | 0.41% | |
| 66 | NYTNEW YORK TIMES CO | 6,770,762 | $220.9B | 0.41% | |
| 67 | EXASEXACT SCIENCES CORP | 1,767,966 | $208.7B | 0.38% | |
| 68 | GOOSCANADA GOOSE HOLDINGS INC | 5,088,262 | $197.1B | 0.36% | |
| 69 | ANAUTONATION INC | 4,688,813 | $196.6B | 0.36% | |
| 70 | SYFSYNCHRONY FINL | 5,612,266 | $194.6B | 0.36% | |
| 71 | FSLRFIRST SOLAR INC | 2,879,137 | $189.1B | 0.35% | |
| 72 | CNRCANADIAN NATL RY CO | 2,037,559 | $188.4B | 0.35% | |
| 73 | ASNDASCENDIS PHARMA A S | 1,593,267 | $183.5B | 0.34% | |
| 74 | WWAYFAIR INC | 1,181,247 | $172.5B | 0.32% | |
| 75 | BABAALIBABA GROUP HLDG LTD | 1,007,131 | $170.7B | 0.31% | |
| 76 | ASMLASML HOLDING N V | 816,330 | $169.7B | 0.31% | |
| 77 | —CBS CORP NEW | 3,307,377 | $165.0B | 0.30% | |
| 78 | TDYTELEDYNE TECHNOLOGIES INC | 593,410 | $162.5B | 0.30% | |
| 79 | FLRFLUOR CORP NEW | 4,797,146 | $161.6B | 0.30% | |
| 80 | ARGXARGENX SE | 1,141,497 | $161.6B | 0.30% | |
| 81 | ADIANALOG DEVICES INC | 1,374,842 | $155.2B | 0.29% | |
| 82 | NTRNUTRIEN LTD | 2,806,626 | $150.0B | 0.28% | |
| 83 | —GCI LIBERTY INC | 2,438,778 | $149.9B | 0.28% | |
| 84 | CMCSACOMCAST CORP NEW | 3,539,032 | $149.6B | 0.28% | Call |
| 85 | JECUSDJACOBS ENGR GROUP INC | 1,720,131 | $145.2B | 0.27% | |
| 86 | MLB1MERCADOLIBRE INC | 235,282 | $143.9B | 0.27% | |
| 87 | SESEA LTD | 4,248,869 | $141.1B | 0.26% | |
| 88 | HASHASBRO INC | 1,313,534 | $138.8B | 0.26% | |
| 89 | WSTWEST PHARMACEUTICAL SVSC INC | 1,084,824 | $135.8B | 0.25% | |
| 90 | CGNXCOGNEX CORP | 2,815,493 | $135.1B | 0.25% | |
| 91 | BRBROADRIDGE FINL SOLUTIONS IN | 1,052,365 | $134.4B | 0.25% | |
| 92 | TMKTORCHMARK CORP | 1,483,180 | $132.7B | 0.24% | |
| 93 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 2,547,052 | $132.7B | 0.24% | |
| 94 | TALTAL EDUCATION GROUP | 3,458,026 | $131.8B | 0.24% | |
| 95 | ABMDEURABIOMED INC | 505,543 | $131.7B | 0.24% | |
| 96 | MTBM & T BK CORP | 770,590 | $131.1B | 0.24% | |
| 97 | LULULULULEMON ATHLETICA INC | 722,298 | $130.2B | 0.24% | |
| 98 | QTWOQ2 HLDGS INC | 1,674,348 | $127.9B | 0.24% | |
| 99 | PXDEURPIONEER NAT RES CO | 825,468 | $127.0B | 0.23% | |
| 100 | UHALAMERCO | 334,379 | $126.6B | 0.23% |
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