Artisan Partners Limited Partnership Q2 2020 Filing
Filed August 12, 2020
Portfolio Value
$62.4B
Holdings
304
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (304 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LOWLOWES COS INC | 7,158,635 | $967.3M | 1.55% | |
| 2 | EZPW 2.875 07/01/24EZCORP INC | 1,000,000 | $943.0M | 1.51% | |
| 3 | ACGLARCH CAP GROUP LTD | 31,395,994 | $899.5M | 1.44% | |
| 4 | AONAON PLC | 4,575,797 | $881.3M | 1.41% | |
| 5 | LHXL3HARRIS TECHNOLOGIES INC | 4,920,904 | $834.9M | 1.34% | |
| 6 | TEAMATLASSIAN CORP PLC | 4,350,797 | $784.3M | 1.26% | |
| 7 | EZPW 2.375 05/01/25EZCORP INC | 1,000,000 | $773.0M | 1.24% | |
| 8 | AMZNAMAZON COM INC | 280,054 | $772.6M | 1.24% | |
| 9 | METAFACEBOOK INC | 3,264,218 | $741.2M | 1.19% | |
| 10 | VIV1USDTELEFONICA BRASIL SA | 81,516,469 | $722.2M | 1.16% | |
| 11 | WTWWILLIS TOWERS WATSON PLC LTD | 3,635,989 | $716.1M | 1.15% | |
| 12 | FDXFEDEX CORP | 4,852,384 | $680.4M | 1.09% | |
| 13 | GPNGLOBAL PMTS INC | 3,795,444 | $643.8M | 1.03% | |
| 14 | ORCLORACLE CORP | 11,496,439 | $635.4M | 1.02% | |
| 15 | BKNGBOOKING HOLDINGS INC | 393,727 | $626.9M | 1.00% | |
| 16 | ZNGAEURZYNGA INC | 64,406,974 | $614.4M | 0.98% | |
| 17 | TRVCCITIGROUP INC | 12,022,753 | $614.4M | 0.98% | |
| 18 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 10,707,732 | $608.4M | 0.97% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 11,490,482 | $604.5M | 0.97% | |
| 20 | VVISA INC | 3,126,902 | $604.0M | 0.97% | |
| 21 | ANETEURARISTA NETWORKS INC | 2,852,927 | $599.2M | 0.96% | |
| 22 | ASNDASCENDIS PHARMA A S | 4,031,504 | $596.3M | 0.96% | |
| 23 | BKBANK NEW YORK MELLON CORP | 15,051,372 | $581.7M | 0.93% | |
| 24 | FTVFORTIVE CORP | 8,570,811 | $579.9M | 0.93% | |
| 25 | EXPEEXPEDIA GROUP INC | 7,009,783 | $576.2M | 0.92% | |
| 26 | ATVIEURACTIVISION BLIZZARD INC | 7,409,608 | $562.4M | 0.90% | |
| 27 | XRAYDENTSPLY SIRONA INC | 12,558,184 | $553.3M | 0.89% | |
| 28 | PAGSPAGSEGURO DIGITAL LTD | 15,557,612 | $549.8M | 0.88% | |
| 29 | GOOGALPHABET INC | 370,713 | $524.0M | 0.84% | |
| 30 | MRSHMARSH & MCLENNAN COS INC | 4,739,228 | $508.9M | 0.82% | |
| 31 | IMOIMPERIAL OIL LTD | 31,311,107 | $503.7M | 0.81% | |
| 32 | DAYCERIDIAN HCM HLDG INC | 6,251,924 | $495.6M | 0.79% | |
| 33 | MDTMEDTRONIC PLC | 5,210,500 | $477.8M | 0.77% | |
| 34 | AG8AGILENT TECHNOLOGIES INC | 5,397,382 | $477.0M | 0.76% | |
| 35 | PGRPROGRESSIVE CORP OHIO | 5,826,790 | $466.8M | 0.75% | |
| 36 | DC4DEXCOM INC | 1,141,392 | $462.7M | 0.74% | |
| 37 | AXPAMERICAN EXPRESS CO | 4,797,528 | $456.7M | 0.73% | |
| 38 | SLBSCHLUMBERGER LTD | 24,509,459 | $450.7M | 0.72% | |
| 39 | HALOHALOZYME THERAPEUTICS INC | 16,807,413 | $450.6M | 0.72% | |
| 40 | NEENEXTERA ENERGY INC | 1,860,759 | $446.9M | 0.72% | |
| 41 | CLVTRIP COM GROUP LTD | 17,018,396 | $441.1M | 0.71% | |
| 42 | ELVANTHEM INC | 1,663,107 | $437.4M | 0.70% | |
| 43 | SPOTSPOTIFY TECHNOLOGY S A | 1,674,936 | $432.5M | 0.69% | |
| 44 | APTVAPTIV PLC | 5,504,960 | $428.9M | 0.69% | |
| 45 | OLLIOLLIES BARGAIN OUTLET HLDGS | 4,391,150 | $428.8M | 0.69% | |
| 46 | NSYNICE LTD | 2,259,196 | $427.5M | 0.68% | |
| 47 | GWREGUIDEWIRE SOFTWARE INC | 3,809,913 | $422.3M | 0.68% | |
| 48 | DHRDANAHER CORPORATION | 2,377,386 | $420.4M | 0.67% | |
| 49 | ZSZSCALER INC | 3,832,619 | $419.7M | 0.67% | |
| 50 | HUBSHUBSPOT INC | 1,843,910 | $413.7M | 0.66% | |
| 51 | TJXTJX COS INC NEW | 7,670,607 | $387.8M | 0.62% | |
| 52 | ARGXARGENX SE | 1,681,097 | $378.6M | 0.61% | |
| 53 | ILMNILLUMINA INC | 1,005,536 | $372.4M | 0.60% | |
| 54 | ICEINTERCONTINENTAL EXCHANGE IN | 3,822,586 | $350.1M | 0.56% | |
| 55 | BACBK OF AMERICA CORP | 14,039,429 | $333.4M | 0.53% | |
| 56 | CHGGCHEGG INC | 4,956,723 | $333.4M | 0.53% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,843,537 | $329.1M | 0.53% | |
| 58 | CTLTEURCATALENT INC | 4,477,679 | $328.2M | 0.53% | |
| 59 | NYTNEW YORK TIMES CO | 7,698,730 | $323.6M | 0.52% | |
| 60 | NVDANVIDIA CORPORATION | 821,275 | $312.0M | 0.50% | |
| 61 | BSXBOSTON SCIENTIFIC CORP | 8,880,833 | $311.8M | 0.50% | |
| 62 | LUVSOUTHWEST AIRLS CO | 9,118,307 | $311.7M | 0.50% | |
| 63 | WSTWEST PHARMACEUTICAL SVSC INC | 1,356,989 | $308.3M | 0.49% | |
| 64 | MLB1MERCADOLIBRE INC | 300,455 | $296.2M | 0.47% | |
| 65 | SESEA LTD | 2,564,466 | $275.0M | 0.44% | |
| 66 | IRINGERSOLL RAND INC | 9,706,239 | $272.9M | 0.44% | |
| 67 | ROPROPER TECHNOLOGIES INC | 686,029 | $266.4M | 0.43% | |
| 68 | TDYTELEDYNE TECHNOLOGIES INC | 812,388 | $252.6M | 0.40% | |
| 69 | SUSUNCOR ENERGY INC NEW | 14,806,163 | $249.6M | 0.40% | |
| 70 | ADIANALOG DEVICES INC | 2,024,756 | $248.3M | 0.40% | |
| 71 | CNCCENTENE CORP DEL | 3,895,981 | $247.6M | 0.40% | |
| 72 | TALTAL EDUCATION GROUP | 3,610,019 | $246.9M | 0.40% | |
| 73 | UBERUBER TECHNOLOGIES INC | 7,910,122 | $245.8M | 0.39% | |
| 74 | ACNACCENTURE PLC IRELAND | 1,138,468 | $244.5M | 0.39% | |
| 75 | AAPLAPPLE INC | 644,795 | $235.2M | 0.38% | Call |
| 76 | CGNXCOGNEX CORP | 3,889,653 | $232.3M | 0.37% | |
| 77 | AWMSKYWORKS SOLUTIONS INC | 1,755,005 | $224.4M | 0.36% | |
| 78 | EXASEXACT SCIENCES CORP | 2,562,475 | $222.8M | 0.36% | |
| 79 | AWNADVANCE AUTO PARTS INC | 1,562,223 | $222.5M | 0.36% | |
| 80 | HDBHDFC BANK LTD | 4,893,771 | $222.5M | 0.36% | |
| 81 | LSCCLATTICE SEMICONDUCTOR CORP | 7,633,903 | $216.7M | 0.35% | |
| 82 | CMGCHIPOTLE MEXICAN GRILL INC | 204,091 | $214.8M | 0.34% | |
| 83 | CCEPCOCA COLA EUROPEAN PARTNERS | 5,503,219 | $207.8M | 0.33% | |
| 84 | DDOGDATADOG INC | 2,381,188 | $207.0M | 0.33% | |
| 85 | TWTRADEWEB MKTS INC | 3,536,256 | $205.6M | 0.33% | |
| 86 | AEEAMEREN CORP | 2,903,690 | $204.3M | 0.33% | |
| 87 | BURLBURLINGTON STORES INC | 1,034,345 | $203.7M | 0.33% | |
| 88 | CP.TOCANADIAN PAC RY LTD | 794,337 | $202.0M | 0.32% | |
| 89 | RTXRAYTHEON TECHNOLOGIES CORP | 3,265,508 | $201.2M | 0.32% | |
| 90 | BLBLACKLINE INC | 2,290,356 | $189.9M | 0.30% | |
| 91 | TRMBTRIMBLE INC | 4,249,244 | $183.5M | 0.29% | |
| 92 | QTWOQ2 HLDGS INC | 2,102,448 | $180.4M | 0.29% | |
| 93 | CMSCMS ENERGY CORP | 3,063,666 | $179.0M | 0.29% | |
| 94 | TMUST-MOBILE US INC | 1,683,201 | $175.3M | 0.28% | |
| 95 | MTCHEURMATCH GROUP INC | 1,624,462 | $173.9M | 0.28% | |
| 96 | ELLAUDER ESTEE COS INC | 894,783 | $168.8M | 0.27% | |
| 97 | VRSKVERISK ANALYTICS INC | 986,246 | $167.9M | 0.27% | |
| 98 | SBUXSTARBUCKS CORP | 2,267,916 | $166.9M | 0.27% | |
| 99 | NFLXNETFLIX INC | 362,906 | $165.1M | 0.26% | |
| 100 | ASMLASML HOLDING N V | 445,974 | $164.1M | 0.26% |
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