Artisan Partners Limited Partnership Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$44.3T
Holdings
270
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (270 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDTMEDTRONIC PLC | 21,771,533 | $2.0T | 4.47% | |
| 2 | —IHS MARKIT LTD | 30,320,690 | $1.5T | 3.28% | |
| 3 | ACGLARCH CAP GROUP LTD | 52,664,200 | $1.4T | 3.18% | |
| 4 | AONAON PLC | 9,325,174 | $1.4T | 3.06% | |
| 5 | VIV1USDTELEFONICA BRASIL SA | 96,573,359 | $1.2T | 2.60% | |
| 6 | BIDUNBAIDU INC | 7,070,826 | $1.1T | 2.53% | |
| 7 | PGRPROGRESSIVE CORP OHIO | 17,690,991 | $1.1T | 2.41% | |
| 8 | VVISA INC | 7,102,122 | $937.1B | 2.11% | |
| 9 | NXPINXP SEMICONDUCTORS N V | 12,119,784 | $888.1B | 2.00% | |
| 10 | —ALLERGAN PLC | 6,357,007 | $849.7B | 1.92% | |
| 11 | BSXBOSTON SCIENTIFIC CORP | 23,944,552 | $846.2B | 1.91% | |
| 12 | TEAMATLASSIAN CORP PLC | 8,664,465 | $771.0B | 1.74% | |
| 13 | ORCLORACLE CORP | 15,250,204 | $688.5B | 1.55% | |
| 14 | IMOIMPERIAL OIL LTD | 26,405,340 | $669.0B | 1.51% | |
| 15 | GOOGLALPHABET INC | 639,961 | $668.7B | 1.51% | |
| 16 | EXPEEXPEDIA GROUP INC | 5,822,844 | $655.9B | 1.48% | |
| 17 | BKBANK NEW YORK MELLON CORP | 13,650,908 | $642.5B | 1.45% | |
| 18 | WTWWILLIS TOWERS WATSON PUB LTD | 4,115,223 | $624.9B | 1.41% | |
| 19 | MRSHMARSH & MCLENNAN COS INC | 7,747,271 | $617.8B | 1.39% | |
| 20 | XRAYDENTSPLY SIRONA INC | 15,822,977 | $588.8B | 1.33% | |
| 21 | VEEVVEEVA SYS INC | 6,475,746 | $578.4B | 1.31% | |
| 22 | TRVCCITIGROUP INC | 10,909,002 | $567.9B | 1.28% | |
| 23 | METAFACEBOOK INC | 4,223,269 | $553.6B | 1.25% | |
| 24 | WPWORLDPAY INC | 7,211,912 | $551.2B | 1.24% | |
| 25 | BACBANK AMER CORP | 21,296,531 | $524.7B | 1.18% | |
| 26 | ELVANTHEM INC | 1,890,937 | $496.6B | 1.12% | |
| 27 | HDBHDFC BANK LTD | 4,452,519 | $461.2B | 1.04% | |
| 28 | PBRPETROLEO BRASILEIRO SA PETRO | 34,998,889 | $455.3B | 1.03% | |
| 29 | QCOMQUALCOMM INC | 7,950,968 | $452.5B | 1.02% | |
| 30 | GPNGLOBAL PMTS INC | 4,249,997 | $438.3B | 0.99% | |
| 31 | APTVAPTIV PLC | 7,059,676 | $434.7B | 0.98% | |
| 32 | HRSEURHARRIS CORP DEL | 3,188,941 | $429.4B | 0.97% | |
| 33 | ASMLASML HOLDING N V | 2,709,005 | $421.6B | 0.95% | |
| 34 | AXPAMERICAN EXPRESS CO | 4,357,472 | $415.4B | 0.94% | |
| 35 | DATATABLEAU SOFTWARE INC | 3,404,747 | $408.6B | 0.92% | |
| 36 | AG8AGILENT TECHNOLOGIES INC | 5,821,728 | $392.7B | 0.89% | |
| 37 | PXDEURPIONEER NAT RES CO | 2,845,328 | $374.2B | 0.84% | |
| 38 | —CREE INC | 8,165,479 | $349.3B | 0.79% | |
| 39 | FDXFEDEX CORP | 1,947,968 | $314.3B | 0.71% | |
| 40 | LOWLOWES COS INC | 3,251,805 | $300.3B | 0.68% | |
| 41 | GOOGALPHABET INC | 281,816 | $291.9B | 0.66% | |
| 42 | GWREGUIDEWIRE SOFTWARE INC | 3,574,402 | $286.8B | 0.65% | |
| 43 | TELTE CONNECTIVITY LTD | 3,692,870 | $279.3B | 0.63% | |
| 44 | FTVFORTIVE CORP | 4,096,446 | $277.2B | 0.63% | |
| 45 | AWNADVANCE AUTO PARTS INC | 1,738,015 | $273.7B | 0.62% | |
| 46 | BKNGBOOKING HLDGS INC | 157,001 | $270.4B | 0.61% | |
| 47 | UTXZUNITED TECHNOLOGIES CORP | 2,450,841 | $261.0B | 0.59% | |
| 48 | AMZNAMAZON COM INC | 171,559 | $257.7B | 0.58% | |
| 49 | ROPROPER TECHNOLOGIES INC | 858,400 | $228.8B | 0.52% | |
| 50 | ATVIEURACTIVISION BLIZZARD INC | 4,841,198 | $225.5B | 0.51% | |
| 51 | —GARDNER DENVER HLDGS INC | 10,426,745 | $213.2B | 0.48% | |
| 52 | CECELANESE CORP DEL | 2,243,093 | $201.8B | 0.46% | |
| 53 | MSIMOTOROLA SOLUTIONS INC | 1,739,873 | $200.2B | 0.45% | |
| 54 | FRCBFIRST REP BK SAN FRANCISCO C | 2,257,144 | $196.1B | 0.44% | |
| 55 | ZNGAEURZYNGA INC | 49,674,929 | $195.2B | 0.44% | |
| 56 | ALAIR LEASE CORP | 6,125,147 | $185.0B | 0.42% | |
| 57 | GOOSCANADA GOOSE HOLDINGS INC | 4,226,167 | $184.8B | 0.42% | |
| 58 | HUBSHUBSPOT INC | 1,449,315 | $182.2B | 0.41% | |
| 59 | PAGSPAGSEGURO DIGITAL LTD | 9,473,839 | $177.4B | 0.40% | |
| 60 | ANAUTONATION INC | 4,964,899 | $177.2B | 0.40% | |
| 61 | SWKSTANLEY BLACK & DECKER INC | 1,461,255 | $175.0B | 0.39% | |
| 62 | QVCAUSDQURATE RETAIL INC | 8,828,653 | $172.3B | 0.39% | |
| 63 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,638,214 | $168.6B | 0.38% | |
| 64 | AMDADVANCED MICRO DEVICES INC | 8,950,290 | $165.2B | 0.37% | |
| 65 | EWEDWARDS LIFESCIENCES CORP | 1,071,264 | $164.1B | 0.37% | |
| 66 | FLRFLUOR CORP NEW | 5,020,994 | $161.7B | 0.36% | |
| 67 | TRUTRANSUNION | 2,821,529 | $160.3B | 0.36% | |
| 68 | CP.TOCANADIAN PAC RY LTD | 901,876 | $160.2B | 0.36% | |
| 69 | IACIEURIAC INTERACTIVECORP | 871,493 | $159.5B | 0.36% | |
| 70 | ICEINTERCONTINENTAL EXCHANGE IN | 2,113,610 | $159.2B | 0.36% | |
| 71 | —CBS CORP NEW | 3,481,856 | $152.2B | 0.34% | |
| 72 | LULULULULEMON ATHLETICA INC | 1,231,506 | $149.8B | 0.34% | |
| 73 | AMTTD AMERITRADE HLDG CORP | 3,046,563 | $149.2B | 0.34% | |
| 74 | KRKROGER CO | 5,389,548 | $148.2B | 0.33% | |
| 75 | SYFSYNCHRONY FINL | 5,933,099 | $139.2B | 0.31% | |
| 76 | NTRNUTRIEN LTD | 2,943,431 | $138.3B | 0.31% | |
| 77 | JECUSDJACOBS ENGR GROUP INC DEL | 2,348,866 | $137.3B | 0.31% | |
| 78 | ALXNALEXION PHARMACEUTICALS INC | 1,323,698 | $128.9B | 0.29% | |
| 79 | CNRCANADIAN NATL RY CO | 1,706,479 | $126.5B | 0.29% | |
| 80 | FLIRFLIR SYS INC | 2,898,470 | $126.2B | 0.28% | |
| 81 | MTBM & T BK CORP | 866,797 | $124.1B | 0.28% | |
| 82 | CITCINTAS CORP | 722,700 | $121.4B | 0.27% | |
| 83 | TMKTORCHMARK CORP | 1,625,509 | $121.1B | 0.27% | |
| 84 | UHALAMERCO | 365,514 | $119.9B | 0.27% | |
| 85 | NBIXNEUROCRINE BIOSCIENCES INC | 1,672,187 | $119.4B | 0.27% | |
| 86 | EXASEXACT SCIENCES CORP | 1,862,503 | $117.5B | 0.27% | |
| 87 | FITBFIFTH THIRD BANCORP | 4,977,677 | $117.1B | 0.26% | |
| 88 | NYTNEW YORK TIMES CO | 5,205,863 | $116.0B | 0.26% | |
| 89 | ADIANALOG DEVICES INC | 1,349,055 | $115.8B | 0.26% | |
| 90 | OMCOMNICOM GROUP INC | 1,517,858 | $111.2B | 0.25% | |
| 91 | BRK/BBERKSHIRE HATHAWAY INC DEL | 543,371 | $110.9B | 0.25% | |
| 92 | GNTXGENTEX CORP | 5,479,300 | $110.7B | 0.25% | |
| 93 | WSTWEST PHARMACEUTICAL SVSC INC | 1,106,413 | $108.5B | 0.24% | |
| 94 | —GCI LIBERTY INC | 2,624,310 | $108.0B | 0.24% | |
| 95 | HRBBLOCK H & R INC | 4,228,847 | $107.3B | 0.24% | |
| 96 | KEXKIRBY CORP | 1,541,928 | $103.9B | 0.23% | |
| 97 | BABAALIBABA GROUP HLDG LTD | 755,351 | $103.5B | 0.23% | |
| 98 | TDYTELEDYNE TECHNOLOGIES INC | 493,576 | $102.2B | 0.23% | |
| 99 | ARWARROW ELECTRS INC | 1,473,095 | $101.6B | 0.23% | |
| 100 | ALBALBEMARLE CORP | 1,271,064 | $98.0B | 0.22% |
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