Artisan Partners Limited Partnership Q2 2023 Filing
Filed August 10, 2023
Portfolio Value
$62.2B
Holdings
302
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (302 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VEEVVEEVA SYS INC | 10,568,726 | $2.1B | 3.36% | |
| 2 | ACGLARCH CAP GROUP LTD | 25,958,385 | $1.9B | 3.12% | |
| 3 | GOOGLALPHABET INC | 12,883,026 | $1.5B | 2.48% | |
| 4 | WTWWILLIS TOWERS WATSON PLC LTD | 5,613,694 | $1.3B | 2.13% | |
| 5 | METAMETA PLATFORMS INC | 4,443,729 | $1.3B | 2.05% | |
| 6 | LINLINDE PLC | 3,290,946 | $1.3B | 2.02% | |
| 7 | ARGXARGENX SE | 3,038,383 | $1.2B | 1.90% | |
| 8 | ONON SEMICONDUCTOR CORP | 12,360,250 | $1.2B | 1.88% | |
| 9 | CMGCHIPOTLE MEXICAN GRILL INC | 502,276 | $1.1B | 1.73% | |
| 10 | BSXBOSTON SCIENTIFIC CORP | 19,029,496 | $1.0B | 1.66% | |
| 11 | AMDADVANCED MICRO DEVICES INC | 8,842,286 | $1.0B | 1.62% | |
| 12 | TEAMATLASSIAN CORPORATION | 5,984,257 | $1.0B | 1.61% | |
| 13 | ELVELEVANCE HEALTH INC | 2,218,522 | $985.7M | 1.59% | |
| 14 | IRINGERSOLL RAND INC | 14,852,500 | $970.8M | 1.56% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,826,825 | $963.9M | 1.55% | |
| 16 | BKBANK NEW YORK MELLON CORP | 20,217,138 | $900.1M | 1.45% | |
| 17 | PGRPROGRESSIVE CORP | 6,759,512 | $894.8M | 1.44% | |
| 18 | LSCCLATTICE SEMICONDUCTOR CORP | 9,139,490 | $878.0M | 1.41% | |
| 19 | AMZNAMAZON COM INC | 6,163,933 | $803.5M | 1.29% | |
| 20 | NEENEXTERA ENERGY INC | 10,666,133 | $791.4M | 1.27% | |
| 21 | AXPAMERICAN EXPRESS CO | 4,483,160 | $781.0M | 1.26% | |
| 22 | NFLXNETFLIX INC | 1,729,281 | $761.7M | 1.22% | |
| 23 | STSENSATA TECHNOLOGIES HLDG PL | 16,732,164 | $752.8M | 1.21% | |
| 24 | GRMNGARMIN LTD | 7,070,324 | $737.4M | 1.19% | |
| 25 | MRSHMARSH & MCLENNAN COS INC | 3,522,049 | $662.4M | 1.07% | |
| 26 | TRVCCITIGROUP INC | 14,116,678 | $649.9M | 1.05% | |
| 27 | HUBSHUBSPOT INC | 1,208,138 | $642.8M | 1.03% | |
| 28 | INTUINTUIT | 1,370,006 | $627.7M | 1.01% | |
| 29 | SUSUNCOR ENERGY INC NEW | 19,971,205 | $585.7M | 0.94% | |
| 30 | SPGIS&P GLOBAL INC | 1,457,756 | $584.4M | 0.94% | |
| 31 | ABNBAIRBNB INC | 4,420,904 | $566.6M | 0.91% | |
| 32 | NUNU HLDGS LTD | 71,031,377 | $560.4M | 0.90% | |
| 33 | ANETEURARISTA NETWORKS INC | 3,430,286 | $555.9M | 0.89% | |
| 34 | ASNDASCENDIS PHARMA A/S | 6,222,451 | $555.4M | 0.89% | |
| 35 | XRAYDENTSPLY SIRONA INC | 13,474,353 | $539.2M | 0.87% | |
| 36 | EXPEEXPEDIA GROUP INC | 4,722,743 | $516.6M | 0.83% | |
| 37 | SCHWSCHWAB CHARLES CORP | 9,103,386 | $516.0M | 0.83% | |
| 38 | LULULULULEMON ATHLETICA INC | 1,356,424 | $513.4M | 0.83% | |
| 39 | DHRDANAHER CORPORATION | 2,084,673 | $500.3M | 0.80% | |
| 40 | MSFTMICROSOFT CORP | 1,423,225 | $484.7M | 0.78% | |
| 41 | CSGPCOSTAR GROUP INC | 5,249,758 | $467.2M | 0.75% | |
| 42 | MPWRMONOLITHIC PWR SYS INC | 860,669 | $465.0M | 0.75% | |
| 43 | AONAON PLC | 1,304,422 | $450.3M | 0.72% | |
| 44 | CPCANADIAN PACIFIC KANSAS CITY | 5,120,294 | $413.5M | 0.66% | |
| 45 | SLBSCHLUMBERGER LTD | 8,150,604 | $400.4M | 0.64% | |
| 46 | LUVSOUTHWEST AIRLS CO | 11,013,072 | $398.8M | 0.64% | |
| 47 | NVDANVIDIA CORPORATION | 940,873 | $398.0M | 0.64% | |
| 48 | WSTWEST PHARMACEUTICAL SVSC INC | 1,012,475 | $387.2M | 0.62% | |
| 49 | NOKNOKIA CORP | 91,773,294 | $381.8M | 0.61% | |
| 50 | TYLTYLER TECHNOLOGIES INC | 899,596 | $374.7M | 0.60% | |
| 51 | LRCXEURLAM RESEARCH CORP | 574,046 | $369.0M | 0.59% | |
| 52 | VVISA INC | 1,527,422 | $362.7M | 0.58% | |
| 53 | SNPSSYNOPSYS INC | 796,858 | $347.0M | 0.56% | |
| 54 | ZSZSCALER INC | 2,362,977 | $345.7M | 0.56% | |
| 55 | EXASEXACT SCIENCES CORP | 3,542,744 | $332.7M | 0.53% | |
| 56 | SWAVUSDSHOCKWAVE MED INC | 1,147,784 | $327.6M | 0.53% | |
| 57 | DC4DEXCOM INC | 2,426,385 | $311.8M | 0.50% | |
| 58 | VRSKVERISK ANALYTICS INC | 1,335,229 | $301.8M | 0.49% | |
| 59 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,975,668 | $300.3M | 0.48% | |
| 60 | NSYNICE LTD | 1,419,664 | $293.2M | 0.47% | |
| 61 | BSYBENTLEY SYS INC | 5,346,291 | $289.9M | 0.47% | |
| 62 | HALOHALOZYME THERAPEUTICS INC | 7,459,511 | $269.1M | 0.43% | |
| 63 | WDAYWORKDAY INC | 1,146,931 | $259.1M | 0.42% | |
| 64 | VIVTELEFONICA BRASIL SA | 28,371,051 | $259.0M | 0.42% | |
| 65 | MLB1MERCADOLIBRE INC | 216,683 | $256.7M | 0.41% | |
| 66 | GEGENERAL ELECTRIC CO | 2,275,309 | $249.9M | 0.40% | |
| 67 | AG8AGILENT TECHNOLOGIES INC | 2,044,240 | $245.8M | 0.40% | |
| 68 | DAYCERIDIAN HCM HLDG INC | 3,603,359 | $241.3M | 0.39% | |
| 69 | HUBBHUBBELL INC | 726,462 | $240.9M | 0.39% | |
| 70 | LOWLOWES COS INC | 1,054,730 | $238.1M | 0.38% | |
| 71 | LBTYBLIBERTY GLOBAL PLC | 13,941,137 | $235.0M | 0.38% | |
| 72 | SESEA LTD | 4,040,204 | $234.5M | 0.38% | |
| 73 | FTVFORTIVE CORP | 3,034,042 | $226.9M | 0.36% | |
| 74 | GPNGLOBAL PMTS INC | 2,298,935 | $226.5M | 0.36% | |
| 75 | VRTXVERTEX PHARMACEUTICALS INC | 639,796 | $225.2M | 0.36% | |
| 76 | FIVEFIVE BELOW INC | 1,142,406 | $224.5M | 0.36% | |
| 77 | BNTXBIONTECH SE | 2,030,282 | $219.1M | 0.35% | |
| 78 | TREXTREX CO INC | 3,201,016 | $209.9M | 0.34% | |
| 79 | DDOGDATADOG INC | 2,085,837 | $205.2M | 0.33% | |
| 80 | TDYTELEDYNE TECHNOLOGIES INC | 483,076 | $198.6M | 0.32% | |
| 81 | RGENREPLIGEN CORP | 1,399,066 | $197.9M | 0.32% | |
| 82 | CAECAE INC | 8,217,346 | $183.9M | 0.30% | |
| 83 | LYVLIVE NATION ENTERTAINMENT IN | 2,015,701 | $183.7M | 0.30% | |
| 84 | AJGGALLAGHER ARTHUR J & CO | 825,417 | $181.2M | 0.29% | |
| 85 | BAXBAXTER INTL INC | 3,883,105 | $176.9M | 0.28% | |
| 86 | MARMARRIOTT INTL INC NEW | 949,382 | $174.4M | 0.28% | |
| 87 | SHOPSHOPIFY INC | 2,695,860 | $174.2M | 0.28% | |
| 88 | MSCIMSCI INC | 356,822 | $167.5M | 0.27% | |
| 89 | IRTCIRHYTHM TECHNOLOGIES INC | 1,602,717 | $167.2M | 0.27% | |
| 90 | CRWDCROWDSTRIKE HLDGS INC | 1,121,866 | $164.8M | 0.26% | |
| 91 | SAIASAIA INC | 477,063 | $163.4M | 0.26% | |
| 92 | VMIVALMONT INDS INC | 560,630 | $163.2M | 0.26% | |
| 93 | GOOGALPHABET INC | 1,346,921 | $162.9M | 0.26% | |
| 94 | IMOIMPERIAL OIL LTD | 3,118,413 | $159.5M | 0.26% | |
| 95 | T7DTRANSDIGM GROUP INC | 177,122 | $158.4M | 0.25% | |
| 96 | AZNASTRAZENECA PLC | 2,175,661 | $155.7M | 0.25% | |
| 97 | ROKROCKWELL AUTOMATION INC | 469,344 | $154.6M | 0.25% | |
| 98 | TWTRADEWEB MKTS INC | 2,256,435 | $154.5M | 0.25% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 318,057 | $152.9M | 0.25% | |
| 100 | LBTYBLIBERTY GLOBAL PLC | 8,212,681 | $145.9M | 0.23% |
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