Artisan Partners Limited Partnership Q2 2024 Filing
Filed August 12, 2024
Portfolio Value
$66.7B
Holdings
325
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (325 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LBTYALIBERTY GLOBAL LTD | 8,434,050 | $147.0B | 220.45% | |
| 102 | GDDYGODADDY INC | 1,039,592 | $145.2B | 217.80% | |
| 103 | BAXBAXTER INTL INC | 4,293,075 | $143.6B | 215.34% | |
| 104 | WABWABTEC | 896,232 | $141.6B | 212.41% | |
| 105 | DASHDOORDASH INC | 1,290,965 | $140.4B | 210.59% | |
| 106 | CAECAE INC | 7,487,415 | $139.1B | 208.58% | |
| 107 | EAELECTRONIC ARTS INC | 996,906 | $138.9B | 208.29% | |
| 108 | VRSKVERISK ANALYTICS INC | 514,520 | $138.7B | 207.97% | |
| 109 | KOCOCA COLA CO | 2,172,523 | $138.3B | 207.36% | |
| 110 | AZOAUTOZONE INC | 46,424 | $137.6B | 206.35% | |
| 111 | ORCLORACLE CORP | 964,126 | $136.1B | 204.14% | |
| 112 | HUMHUMANA INC | 361,828 | $135.2B | 202.74% | |
| 113 | GRABGRAB HOLDINGS LIMITED | 37,696,421 | $133.8B | 200.68% | |
| 114 | MRVLMARVELL TECHNOLOGY INC | 1,908,195 | $133.4B | 200.02% | |
| 115 | RHCRH PLC | 1,739,328 | $130.4B | 195.57% | |
| 116 | ZSZSCALER INC | 674,511 | $129.6B | 194.40% | |
| 117 | BKNGBOOKING HOLDINGS INC | 32,070 | $127.0B | 190.51% | |
| 118 | EOGEOG RES INC | 999,752 | $125.8B | 188.70% | |
| 119 | MARMARRIOTT INTL INC NEW | 520,070 | $125.7B | 188.55% | |
| 120 | CYBRCYBERARK SOFTWARE LTD | 457,593 | $125.1B | 187.62% | |
| 121 | CMCSACOMCAST CORP NEW | 3,170,304 | $124.1B | 186.17% | |
| 122 | GTLBGITLAB INC | 2,493,484 | $124.0B | 185.91% | |
| 123 | ADIANALOG DEVICES INC | 539,348 | $123.1B | 184.62% | |
| 124 | CDNSCADENCE DESIGN SYSTEM INC | 399,950 | $123.1B | 184.57% | |
| 125 | GKOSGLAUKOS CORP | 1,027,545 | $121.6B | 182.36% | |
| 126 | FNFABRINET | 490,911 | $120.2B | 180.20% | |
| 127 | CITHE CIGNA GROUP | 363,301 | $120.1B | 180.09% | |
| 128 | 4I1PHILIP MORRIS INTL INC | 1,182,630 | $119.8B | 179.70% | |
| 129 | FCNCAFIRST CTZNS BANCSHARES INC N | 70,765 | $119.1B | 178.66% | |
| 130 | SPXCSPX TECHNOLOGIES INC | 816,418 | $116.0B | 174.02% | |
| 131 | TXNTEXAS INSTRS INC | 593,179 | $115.4B | 173.04% | |
| 132 | USBUS BANCORP DEL | 2,890,372 | $114.7B | 172.07% | |
| 133 | HDBHDFC BANK LTD | 1,783,199 | $114.7B | 172.02% | |
| 134 | NVONOVO-NORDISK A S | 800,170 | $114.2B | 171.28% | |
| 135 | AGYSAGILYSYS INC | 1,087,848 | $113.3B | 169.88% | |
| 136 | —WNS HLDGS LTD | 2,153,642 | $113.1B | 169.55% | |
| 137 | DWDMORGAN STANLEY | 1,127,176 | $109.5B | 164.28% | |
| 138 | SLBSCHLUMBERGER LTD | 2,295,059 | $108.3B | 162.37% | |
| 139 | PNCPNC FINL SVCS GROUP INC | 692,941 | $107.7B | 161.56% | |
| 140 | NKENIKE INC | 1,417,802 | $106.9B | 160.24% | |
| 141 | VRTVERTIV HOLDINGS CO | 1,226,436 | $106.2B | 159.21% | |
| 142 | BACBANK AMERICA CORP | 2,667,768 | $106.1B | 159.10% | |
| 143 | UPSUNITED PARCEL SERVICE INC | 759,177 | $103.9B | 155.80% | |
| 144 | DGDOLLAR GEN CORP NEW | 778,270 | $102.9B | 154.32% | |
| 145 | FISVFISERV INC | 661,316 | $98.6B | 147.80% | |
| 146 | CMECME GROUP INC | 496,384 | $97.6B | 146.34% | |
| 147 | MDGLMADRIGAL PHARMACEUTICALS INC | 345,085 | $96.7B | 144.98% | |
| 148 | PYPLPAYPAL HLDGS INC | 1,640,371 | $95.2B | 142.75% | |
| 149 | T7DTRANSDIGM GROUP INC | 74,445 | $95.1B | 142.63% | |
| 150 | MDTMEDTRONIC PLC | 1,204,371 | $94.8B | 142.15% | |
| 151 | MOALTRIA GROUP INC | 1,946,930 | $88.7B | 132.99% | |
| 152 | LLYELI LILLY & CO | 97,925 | $88.7B | 132.95% | Call |
| 153 | SNOWSNOWFLAKE INC | 655,169 | $88.5B | 132.72% | |
| 154 | 1GSNNOVANTA INC | 535,816 | $87.4B | 131.06% | |
| 155 | MRKMERCK & CO INC | 698,918 | $86.5B | 129.75% | |
| 156 | BZKANZHUN LIMITED | 4,599,417 | $86.5B | 129.74% | |
| 157 | VNTVONTIER CORPORATION | 2,235,883 | $85.4B | 128.08% | |
| 158 | BEKEKE HLDGS INC | 6,026,797 | $85.3B | 127.88% | |
| 159 | CWANCLEARWATER ANALYTICS HLDGS I | 4,442,462 | $82.3B | 123.38% | |
| 160 | LAMRLAMAR ADVERTISING CO NEW | 683,938 | $81.8B | 122.59% | |
| 161 | IOTSAMSARA INC | 2,406,880 | $81.1B | 121.63% | |
| 162 | FDXFEDEX CORP | 269,046 | $80.7B | 120.97% | |
| 163 | UHAL/BU HAUL HOLDING COMPANY | 1,338,081 | $80.3B | 120.43% | |
| 164 | RXSTRXSIGHT INC | 1,334,000 | $80.3B | 120.37% | |
| 165 | ISIIONIS PHARMACEUTICALS INC | 1,671,036 | $79.6B | 119.43% | |
| 166 | NXPINXP SEMICONDUCTORS N V | 295,038 | $79.4B | 119.05% | |
| 167 | RNAAVIDITY BIOSCIENCES INC | 1,902,065 | $77.7B | 116.52% | |
| 168 | NWSANEWS CORP NEW | 2,816,297 | $77.6B | 116.44% | |
| 169 | LBTYALIBERTY GLOBAL LTD | 4,300,000 | $76.8B | 115.10% | |
| 170 | DISDISNEY WALT CO | 745,034 | $74.0B | 110.93% | |
| 171 | DECKDECKERS OUTDOOR CORP | 75,344 | $72.9B | 109.36% | |
| 172 | INSPINSPIRE MED SYS INC | 544,659 | $72.9B | 109.31% | |
| 173 | MSIMOTOROLA SOLUTIONS INC | 186,931 | $72.2B | 108.22% | |
| 174 | ONONON HLDG AG | 1,814,558 | $70.4B | 105.58% | |
| 175 | GEVGE VERNOVA INC | 404,431 | $69.4B | 104.02% | |
| 176 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 444,652 | $69.1B | 103.68% | |
| 177 | MDBMONGODB INC | 275,989 | $69.0B | 103.45% | |
| 178 | EXPEEXPEDIA GROUP INC | 545,514 | $68.7B | 103.06% | |
| 179 | WOLF*WOLFSPEED INC | 3,016,270 | $68.7B | 102.95% | |
| 180 | LSPDLIGHTSPEED COMMERCE INC | 4,924,331 | $67.3B | 100.95% | |
| 181 | SNSHARKNINJA INC | 892,691 | $67.1B | 100.60% | |
| 182 | NOVNOV INC | 3,511,998 | $66.8B | 100.12% | |
| 183 | VCYTVERACYTE INC | 3,063,709 | $66.4B | 99.56% | |
| 184 | ILMNILLUMINA INC | 622,683 | $65.0B | 97.47% | |
| 185 | PENPENUMBRA INC | 349,877 | $63.0B | 94.42% | |
| 186 | MYGNMYRIAD GENETICS INC | 2,534,785 | $62.0B | 92.97% | |
| 187 | DKSDICKS SPORTING GOODS INC | 286,887 | $61.6B | 92.43% | |
| 188 | CROXCROCS INC | 421,896 | $61.6B | 92.33% | |
| 189 | FLEXFLEX LTD | 2,075,918 | $61.2B | 91.80% | |
| 190 | MCMOELIS & CO | 1,069,169 | $60.8B | 91.16% | |
| 191 | OGEOGE ENERGY CORP | 1,693,281 | $60.5B | 90.65% | |
| 192 | FITBFIFTH THIRD BANCORP | 1,653,664 | $60.3B | 90.49% | |
| 193 | NVTNVENT ELECTRIC PLC | 784,959 | $60.1B | 90.18% | |
| 194 | CRBGCOREBRIDGE FINL INC | 2,036,931 | $59.3B | 88.95% | |
| 195 | WBDWARNER BROS DISCOVERY INC | 7,826,564 | $58.2B | 87.32% | |
| 196 | MTBM & T BK CORP | 382,774 | $57.9B | 86.88% | |
| 197 | WKWORKIVA INC | 793,289 | $57.9B | 86.83% | |
| 198 | TSNTYSON FOODS INC | 1,008,054 | $57.6B | 86.38% | |
| 199 | WDCWESTERN DIGITAL CORP. | 759,935 | $57.6B | 86.35% | Call |
| 200 | AVGOBROADCOM INC | 35,608 | $57.2B | 85.73% |