Artisan Partners Limited Partnership Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$44.3B
Holdings
270
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (270 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TALTAL ED GROUP | 3,510,518 | $93.7M | 0.21% | |
| 102 | AFWALIGN TECHNOLOGY INC | 444,828 | $93.2M | 0.21% | |
| 103 | LRCXEURLAM RESEARCH CORP | 683,441 | $93.1M | 0.21% | |
| 104 | MLB1MERCADOLIBRE INC | 317,607 | $93.0M | 0.21% | |
| 105 | DVNDEVON ENERGY CORP NEW | 4,112,857 | $92.7M | 0.21% | |
| 106 | RRYDER SYS INC | 1,918,739 | $92.4M | 0.21% | |
| 107 | AXTAAXALTA COATING SYS LTD | 3,801,568 | $89.0M | 0.20% | |
| 108 | HESHESS CORP | 2,118,470 | $85.8M | 0.19% | |
| 109 | QTWOQ2 HLDGS INC | 1,707,675 | $84.6M | 0.19% | |
| 110 | DC4DEXCOM INC | 678,562 | $81.3M | 0.18% | |
| 111 | BRBROADRIDGE FINL SOLUTIONS IN | 825,437 | $79.4M | 0.18% | |
| 112 | NWSANEWS CORP NEW | 6,764,595 | $76.8M | 0.17% | |
| 113 | AAPLAPPLE INC | 484,540 | $76.4M | 0.17% | |
| 114 | XECEURCIMAREX ENERGY CO | 1,219,986 | $75.2M | 0.17% | |
| 115 | WABWABTEC CORP | 1,070,548 | $75.2M | 0.17% | |
| 116 | MPCMARATHON PETE CORP | 1,266,328 | $74.7M | 0.17% | |
| 117 | TIFEURTIFFANY & CO NEW | 883,225 | $71.1M | 0.16% | |
| 118 | LLOEWS CORP | 1,557,151 | $70.9M | 0.16% | |
| 119 | ABGAMERISOURCEBERGEN CORP | 948,775 | $70.6M | 0.16% | |
| 120 | CMCSACOMCAST CORP NEW | 2,052,101 | $69.9M | 0.16% | |
| 121 | 9990302DAPACHE CORP | 2,640,514 | $69.3M | 0.16% | |
| 122 | WBSWEBSTER FINL CORP CONN | 1,393,927 | $68.7M | 0.16% | |
| 123 | CGNXCOGNEX CORP | 1,761,182 | $68.1M | 0.15% | |
| 124 | BOXBOX INC | 3,934,179 | $66.4M | 0.15% | |
| 125 | CSCOCISCO SYS INC | 1,520,403 | $65.9M | 0.15% | |
| 126 | SIVBEURSVB FINL GROUP | 339,493 | $64.5M | 0.15% | |
| 127 | YUSDALLEGHANY CORP DEL | 103,078 | $64.3M | 0.15% | |
| 128 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 964,273 | $64.1M | 0.14% | |
| 129 | PNFPPINNACLE FINL PARTNERS INC | 1,384,898 | $63.8M | 0.14% | |
| 130 | TTDTHE TRADE DESK INC | 539,224 | $62.6M | 0.14% | |
| 131 | BOKFBOK FINL CORP | 843,894 | $61.9M | 0.14% | |
| 132 | TSAACI WORLDWIDE INC | 2,231,195 | $61.7M | 0.14% | |
| 133 | CXOEURCONCHO RES INC | 598,672 | $61.5M | 0.14% | |
| 134 | WFCWELLS FARGO CO NEW | 1,320,657 | $60.9M | 0.14% | |
| 135 | TRIPTRIPADVISOR INC | 1,126,537 | $60.8M | 0.14% | |
| 136 | CHGGCHEGG INC | 2,102,872 | $59.8M | 0.13% | |
| 137 | —DOWDUPONT INC | 1,089,343 | $58.3M | 0.13% | |
| 138 | WBC1EURWABCO HLDGS INC | 533,346 | $57.2M | 0.13% | |
| 139 | TWTRUSDTWITTER INC | 1,970,662 | $56.6M | 0.13% | |
| 140 | DCIDONALDSON INC | 1,301,749 | $56.5M | 0.13% | |
| 141 | —DELPHI TECHNOLOGIES PLC | 3,932,378 | $56.3M | 0.13% | |
| 142 | TRMBTRIMBLE INC | 1,702,659 | $56.0M | 0.13% | |
| 143 | BNFTEURBENEFITFOCUS INC | 1,208,308 | $55.2M | 0.12% | |
| 144 | —OAKTREE CAP GROUP LLC | 1,365,969 | $54.3M | 0.12% | |
| 145 | —SUNTRUST BKS INC | 1,076,220 | $54.3M | 0.12% | |
| 146 | —LIBERTY EXPEDIA HOLDINGS | 1,383,231 | $54.1M | 0.12% | |
| 147 | BLBLACKLINE INC | 1,314,332 | $53.8M | 0.12% | |
| 148 | CBCHUBB LIMITED | 414,147 | $53.5M | 0.12% | |
| 149 | TYLTYLER TECHNOLOGIES INC | 286,625 | $53.3M | 0.12% | |
| 150 | FISFIDELITY NATL INFORMATION SV | 508,478 | $52.1M | 0.12% | |
| 151 | —INTERXION HOLDING N.V | 939,762 | $50.9M | 0.11% | |
| 152 | SNYSANOFI | 1,162,743 | $50.5M | 0.11% | |
| 153 | 1GSNNOVANTA INC | 796,527 | $50.2M | 0.11% | |
| 154 | JBTJOHN BEAN TECHNOLOGIES CORP | 696,679 | $50.0M | 0.11% | |
| 155 | MKTXMARKETAXESS HLDGS INC | 235,687 | $49.8M | 0.11% | |
| 156 | OXYOCCIDENTAL PETE CORP DEL | 806,591 | $49.5M | 0.11% | |
| 157 | GSGOLDMAN SACHS GROUP INC | 291,109 | $48.6M | 0.11% | |
| 158 | BWXTBWX TECHNOLOGIES INC | 1,266,278 | $48.4M | 0.11% | |
| 159 | CMGCHIPOTLE MEXICAN GRILL INC | 110,909 | $47.9M | 0.11% | |
| 160 | NBISYANDEX N V | 1,739,247 | $47.6M | 0.11% | |
| 161 | HTHTHUAZHU GROUP LTD | 1,657,570 | $47.5M | 0.11% | |
| 162 | BFAMBRIGHT HORIZONS FAM SOL IN D | 425,407 | $47.4M | 0.11% | |
| 163 | ROKUROKU INC | 1,545,776 | $47.4M | 0.11% | |
| 164 | GKOSGLAUKOS CORP | 830,768 | $46.7M | 0.11% | |
| 165 | UAAUNDER ARMOUR INC | 2,592,803 | $45.8M | 0.10% | |
| 166 | MDLZMONDELEZ INTL INC | 1,124,088 | $45.0M | 0.10% | |
| 167 | SERVUSDSERVICEMASTER GLOBAL HLDGS I | 1,220,191 | $44.8M | 0.10% | |
| 168 | MPWRMONOLITHIC PWR SYS INC | 379,149 | $44.1M | 0.10% | |
| 169 | BAPCREDICORP LTD | 193,038 | $42.8M | 0.10% | |
| 170 | VMWEURVMWARE INC | 308,495 | $42.3M | 0.10% | Call |
| 171 | S76STORE CAP CORP | 1,479,135 | $41.9M | 0.09% | |
| 172 | DHRDANAHER CORP DEL | 402,631 | $41.5M | 0.09% | |
| 173 | HASHASBRO INC | 507,949 | $41.3M | 0.09% | |
| 174 | ADPAUTOMATIC DATA PROCESSING IN | 314,028 | $41.2M | 0.09% | |
| 175 | CWCURTISS WRIGHT CORP | 401,246 | $41.0M | 0.09% | |
| 176 | LYBLYONDELLBASELL INDUSTRIES N | 479,523 | $39.9M | 0.09% | |
| 177 | CAHCARDINAL HEALTH INC | 883,738 | $39.4M | 0.09% | |
| 178 | VIRTVIRTU FINL INC | 1,528,331 | $39.4M | 0.09% | |
| 179 | VCVISTEON CORP | 635,540 | $38.3M | 0.09% | |
| 180 | PFPTPROOFPOINT INC | 451,495 | $37.8M | 0.09% | |
| 181 | ABTABBOTT LABS | 519,299 | $37.6M | 0.08% | |
| 182 | HQYHEALTHEQUITY INC | 610,512 | $36.4M | 0.08% | |
| 183 | EOGEOG RES INC | 406,462 | $35.4M | 0.08% | |
| 184 | NGVTINGEVITY CORP | 401,838 | $33.6M | 0.08% | |
| 185 | BMYBRISTOL MYERS SQUIBB CO | 621,619 | $32.3M | 0.07% | |
| 186 | MAMASTERCARD INCORPORATED | 170,269 | $32.1M | 0.07% | |
| 187 | HEIHEICO CORP NEW | 406,420 | $31.5M | 0.07% | |
| 188 | LINLINDE PLC | 196,512 | $30.7M | 0.07% | |
| 189 | PYPLPAYPAL HLDGS INC | 364,409 | $30.6M | 0.07% | |
| 190 | APDAIR PRODS & CHEMS INC | 191,383 | $30.6M | 0.07% | |
| 191 | ARGXARGENX SE | 316,290 | $30.4M | 0.07% | |
| 192 | HALOHALOZYME THERAPEUTICS INC | 2,039,215 | $29.8M | 0.07% | |
| 193 | —CISION LTD | 2,458,993 | $28.8M | 0.06% | |
| 194 | FISVFISERV INC | 369,344 | $27.1M | 0.06% | |
| 195 | TDOCTELADOC HEALTH INC | 534,226 | $26.5M | 0.06% | |
| 196 | EQIXEQUINIX INC | 72,633 | $25.6M | 0.06% | |
| 197 | ABMDEURABIOMED INC | 77,882 | $25.3M | 0.06% | |
| 198 | TRHCEURTABULA RASA HEALTHCARE INC | 392,986 | $25.1M | 0.06% | |
| 199 | ABEVAMBEV SA | 6,300,995 | $24.7M | 0.06% | |
| 200 | TMOTHERMO FISHER SCIENTIFIC INC | 107,531 | $24.1M | 0.05% |