Artisan Partners Limited Partnership Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$68.3B
Holdings
332
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (332 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KOCOCA COLA CO | 2,185,653 | $154.6B | 226.39% | |
| 102 | GOOGALPHABET INC | 860,106 | $152.6B | 223.37% | |
| 103 | MPWRMONOLITHIC PWR SYS INC | 207,647 | $151.9B | 222.34% | |
| 104 | CRMSALESFORCE INC | 556,901 | $151.9B | 222.33% | |
| 105 | PSNPARSONS CORP DEL | 2,114,579 | $151.8B | 222.18% | |
| 106 | BAXBAXTER INTL INC | 5,001,938 | $151.5B | 221.74% | |
| 107 | NETCLOUDFLARE INC | 773,192 | $151.4B | 221.67% | |
| 108 | CDNSCADENCE DESIGN SYSTEM INC | 487,221 | $150.1B | 219.80% | |
| 109 | FTAIFTAI AVIATION LTD | 1,292,167 | $148.7B | 217.63% | |
| 110 | UPSUNITED PARCEL SERVICE INC | 1,459,208 | $147.3B | 215.64% | |
| 111 | EOGEOG RES INC | 1,218,040 | $145.7B | 213.29% | |
| 112 | CMCSACOMCAST CORP NEW | 4,072,776 | $145.4B | 212.80% | |
| 113 | HDBHDFC BANK LTD | 1,828,838 | $140.2B | 205.28% | |
| 114 | BACBANK AMERICA CORP | 2,960,255 | $140.1B | 205.08% | |
| 115 | BKNGBOOKING HOLDINGS INC | 24,063 | $139.3B | 203.95% | |
| 116 | LPLALPL FINL HLDGS INC | 367,426 | $137.8B | 201.70% | |
| 117 | WATWATERS CORP | 389,824 | $136.1B | 199.20% | |
| 118 | ABNBAIRBNB INC | 1,024,347 | $135.6B | 198.46% | |
| 119 | HUBSHUBSPOT INC | 240,966 | $134.1B | 196.37% | |
| 120 | BEKEKE HLDGS INC | 7,526,606 | $133.5B | 195.48% | |
| 121 | CITHE CIGNA GROUP | 402,322 | $133.0B | 194.71% | |
| 122 | ANETARISTA NETWORKS INC | 1,289,952 | $132.0B | 193.21% | |
| 123 | GSGOLDMAN SACHS GROUP INC | 185,526 | $131.3B | 192.23% | |
| 124 | DGDOLLAR GEN CORP NEW | 1,138,526 | $130.2B | 190.65% | |
| 125 | NXPINXP SEMICONDUCTORS N V | 582,809 | $127.3B | 186.42% | |
| 126 | ADIANALOG DEVICES INC | 518,891 | $123.5B | 180.81% | |
| 127 | HOODROBINHOOD MKTS INC | 1,286,238 | $120.4B | 176.31% | |
| 128 | VIKVIKING HOLDINGS LTD | 2,198,739 | $117.2B | 171.54% | |
| 129 | ZTSZOETIS INC | 743,302 | $115.9B | 169.71% | |
| 130 | DISDISNEY WALT CO | 928,155 | $115.1B | 168.51% | |
| 131 | TMOTHERMO FISHER SCIENTIFIC INC | 282,903 | $114.7B | 167.93% | |
| 132 | FIXCOMFORT SYS USA INC | 213,631 | $114.6B | 167.70% | |
| 133 | PNCPNC FINL SVCS GROUP INC | 587,859 | $109.6B | 160.44% | |
| 134 | SLBSCHLUMBERGER LTD | 3,223,632 | $109.0B | 159.52% | |
| 135 | FISVFISERV INC | 618,331 | $106.6B | 156.07% | |
| 136 | SBUXSTARBUCKS CORP | 1,154,787 | $105.8B | 154.91% | |
| 137 | MDTMEDTRONIC PLC | 1,203,236 | $104.9B | 153.55% | |
| 138 | CAECAE INC | 3,549,501 | $104.1B | 152.40% | |
| 139 | MRKMERCK & CO INC | 1,300,748 | $103.0B | 150.75% | |
| 140 | FLEXFLEX LTD | 2,048,404 | $102.3B | 149.70% | |
| 141 | DWDMORGAN STANLEY | 720,474 | $101.5B | 148.58% | |
| 142 | BZKANZHUN LIMITED | 5,686,888 | $101.5B | 148.53% | |
| 143 | —WNS HLDGS LTD | 1,597,177 | $101.0B | 147.87% | |
| 144 | FNFABRINET | 338,263 | $99.7B | 145.93% | |
| 145 | FANGDIAMONDBACK ENERGY INC | 708,769 | $97.4B | 142.57% | |
| 146 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 397,145 | $96.4B | 141.20% | |
| 147 | HUBBHUBBELL INC | 234,930 | $95.9B | 140.47% | |
| 148 | MODMODINE MFG CO | 941,779 | $92.8B | 135.81% | |
| 149 | SPXCSPX TECHNOLOGIES INC | 546,635 | $91.7B | 134.19% | |
| 150 | CMECME GROUP INC | 330,984 | $91.2B | 133.56% | |
| 151 | COFCAPITAL ONE FINL CORP | 423,103 | $90.0B | 131.79% | Call |
| 152 | AVGOBROADCOM INC | 322,685 | $88.9B | 130.22% | |
| 153 | FCNCAFIRST CTZNS BANCSHARES INC N | 44,428 | $86.9B | 127.25% | |
| 154 | ARESARES MANAGEMENT CORPORATION | 498,454 | $86.3B | 126.39% | |
| 155 | FICOFAIR ISAAC CORP | 46,114 | $84.3B | 123.41% | |
| 156 | VNTVONTIER CORPORATION | 2,242,950 | $82.8B | 121.17% | |
| 157 | LAMRLAMAR ADVERTISING CO NEW | 676,971 | $82.2B | 120.28% | |
| 158 | KKRKKR & CO INC | 613,241 | $81.6B | 119.43% | Call |
| 159 | HWMHOWMET AEROSPACE INC | 434,454 | $80.9B | 118.39% | |
| 160 | RDWRRADWARE LTD | 2,698,680 | $79.4B | 116.31% | |
| 161 | GGENPACT LIMITED | 1,728,400 | $76.1B | 111.36% | |
| 162 | LEGNLEGEND BIOTECH CORP | 2,122,268 | $75.3B | 110.27% | |
| 163 | AITAPPLIED INDL TECHNOLOGIES IN | 322,822 | $75.0B | 109.86% | |
| 164 | JKHYHENRY JACK & ASSOC INC | 412,400 | $74.3B | 108.78% | |
| 165 | OGEOGE ENERGY CORP | 1,671,876 | $74.2B | 108.63% | |
| 166 | JBTJBT MAREL CORPORATION | 611,947 | $73.6B | 107.74% | |
| 167 | WELLWELLTOWER INC | 469,952 | $72.2B | 105.77% | |
| 168 | AGYSAGILYSYS INC | 629,891 | $72.2B | 105.72% | |
| 169 | UHAL/BU HAUL HOLDING COMPANY | 1,319,714 | $71.8B | 105.05% | |
| 170 | ISRGINTUITIVE SURGICAL INC | 127,388 | $69.2B | 101.34% | |
| 171 | RDDTREDDIT INC | 458,708 | $69.1B | 101.12% | |
| 172 | PCORPROCORE TECHNOLOGIES INC | 1,005,564 | $68.8B | 100.72% | |
| 173 | INTAINTAPP INC | 1,331,580 | $68.7B | 100.63% | |
| 174 | EXPEEXPEDIA GROUP INC | 403,312 | $68.0B | 99.60% | |
| 175 | VSECVSE CORP | 512,109 | $67.1B | 98.20% | |
| 176 | STVNSTEVANATO GROUP S P A | 2,733,782 | $66.8B | 97.78% | |
| 177 | COCOVITA COCO CO INC | 1,849,024 | $66.7B | 97.72% | |
| 178 | RACEFERRARI N V | 134,713 | $66.1B | 96.78% | |
| 179 | ONCBEONE MEDICINES LTD | 270,153 | $65.4B | 95.74% | |
| 180 | HQYHEALTHEQUITY INC | 621,647 | $65.1B | 95.34% | |
| 181 | RYANRYAN SPECIALTY HOLDINGS INC | 955,446 | $65.0B | 95.10% | |
| 182 | NVTNVENT ELECTRIC PLC | 883,588 | $64.7B | 94.75% | |
| 183 | FNDFLOOR & DECOR HLDGS INC | 848,467 | $64.4B | 94.35% | |
| 184 | CALXCALIX INC | 1,204,683 | $64.1B | 93.81% | |
| 185 | NTNXNUTANIX INC | 826,916 | $63.2B | 92.54% | |
| 186 | MDGLMADRIGAL PHARMACEUTICALS INC | 201,571 | $61.0B | 89.31% | |
| 187 | CEGCONSTELLATION ENERGY CORP | 188,497 | $60.8B | 89.07% | |
| 188 | LNTALLIANT ENERGY CORP | 998,563 | $60.4B | 88.40% | |
| 189 | CIGICOLLIERS INTL GROUP INC | 446,449 | $58.3B | 85.41% | |
| 190 | GPCGENUINE PARTS CO | 468,348 | $56.8B | 83.18% | |
| 191 | PRCTPROCEPT BIOROBOTICS CORP | 986,255 | $56.8B | 83.17% | |
| 192 | MTNVAIL RESORTS INC | 361,181 | $56.8B | 83.09% | |
| 193 | TSNTYSON FOODS INC | 1,009,272 | $56.5B | 82.66% | |
| 194 | CRBGCOREBRIDGE FINL INC | 1,589,907 | $56.4B | 82.63% | |
| 195 | APOAPOLLO GLOBAL MGMT INC | 396,114 | $56.2B | 82.27% | Call |
| 196 | LIVNLIVANOVA PLC | 1,247,609 | $56.2B | 82.23% | |
| 197 | NOWSERVICENOW INC | 54,625 | $56.2B | 82.22% | |
| 198 | KRNTKORNIT DIGITAL LTD | 2,778,422 | $55.3B | 80.99% | |
| 199 | WMGWARNER MUSIC GROUP CORP | 2,025,727 | $55.2B | 80.79% | |
| 200 | AFWALIGN TECHNOLOGY INC | 290,819 | $55.1B | 80.61% |