Artisan Partners Limited Partnership Q4 2019 Filing
Filed February 12, 2020
Portfolio Value
$57.1T
Holdings
285
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (285 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACGLARCH CAP GROUP LTD | 39,952,377 | $1.7T | 3.00% | |
| 2 | —IHS MARKIT LTD | 20,872,310 | $1.6T | 2.75% | |
| 3 | NXPINXP SEMICONDUCTORS N V | 10,851,480 | $1.4T | 2.42% | Call |
| 4 | FISFIDELITY NATL INFORMATION SV | 9,156,838 | $1.3T | 2.23% | Call |
| 5 | GOOGLALPHABET INC | 886,288 | $1.2T | 2.08% | |
| 6 | VIV1USDTELEFONICA BRASIL SA | 82,224,479 | $1.2T | 2.06% | |
| 7 | LHXL3HARRIS TECHNOLOGIES INC | 4,805,206 | $950.8B | 1.66% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 19,701,651 | $903.5B | 1.58% | |
| 9 | BIDUNBAIDU INC | 7,055,046 | $891.8B | 1.56% | |
| 10 | BSXBOSTON SCIENTIFIC CORP | 19,372,146 | $876.0B | 1.53% | |
| 11 | MSFTMICROSOFT CORP | 5,535,603 | $873.0B | 1.53% | |
| 12 | AONAON PLC | 4,123,285 | $858.8B | 1.50% | |
| 13 | METAFACEBOOK INC | 4,176,368 | $857.2B | 1.50% | |
| 14 | WTWWILLIS TOWERS WATSON PUB LTD | 4,229,845 | $854.2B | 1.50% | |
| 15 | TRVCCITIGROUP INC | 10,634,050 | $849.6B | 1.49% | |
| 16 | VEEVVEEVA SYS INC | 5,791,471 | $814.6B | 1.43% | |
| 17 | GPNGLOBAL PMTS INC | 4,189,759 | $764.9B | 1.34% | |
| 18 | FDXFEDEX CORP | 5,036,716 | $761.6B | 1.33% | |
| 19 | BKBANK NEW YORK MELLON CORP | 14,390,420 | $724.3B | 1.27% | |
| 20 | BACBANK AMER CORP | 20,326,619 | $715.9B | 1.25% | |
| 21 | EXPEEXPEDIA GROUP INC | 6,613,373 | $715.2B | 1.25% | |
| 22 | IMOIMPERIAL OIL LTD | 27,008,282 | $714.4B | 1.25% | |
| 23 | GOOGALPHABET INC | 525,684 | $702.9B | 1.23% | |
| 24 | APTVAPTIV PLC | 7,209,365 | $684.7B | 1.20% | |
| 25 | AMZNAMAZON COM INC | 366,252 | $676.8B | 1.18% | |
| 26 | ELVANTHEM INC | 2,237,153 | $675.7B | 1.18% | |
| 27 | MDTMEDTRONIC PLC | 5,916,250 | $671.2B | 1.17% | |
| 28 | XRAYDENTSPLY SIRONA INC | 11,213,708 | $634.6B | 1.11% | |
| 29 | MRSHMARSH & MCLENNAN COS INC | 5,607,418 | $624.7B | 1.09% | |
| 30 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 9,823,283 | $609.2B | 1.07% | |
| 31 | ORCLORACLE CORP | 11,171,024 | $591.8B | 1.04% | |
| 32 | FTVFORTIVE CORP | 7,733,142 | $590.7B | 1.03% | |
| 33 | AXPAMERICAN EXPRESS CO | 4,715,647 | $587.1B | 1.03% | Call |
| 34 | LOWLOWES COS INC | 4,696,406 | $562.4B | 0.98% | |
| 35 | TEAMATLASSIAN CORP PLC | 4,621,782 | $556.2B | 0.97% | |
| 36 | BABAALIBABA GROUP HLDG LTD | 2,598,774 | $551.2B | 0.96% | Call |
| 37 | BKNGBOOKING HLDGS INC | 268,092 | $550.6B | 0.96% | |
| 38 | PGRPROGRESSIVE CORP OHIO | 7,297,293 | $528.3B | 0.92% | |
| 39 | DAYCERIDIAN HCM HLDG INC | 7,553,052 | $512.7B | 0.90% | |
| 40 | ZMZOOM VIDEO COMMUNICATIONS IN | 7,192,614 | $489.4B | 0.86% | |
| 41 | AG8AGILENT TECHNOLOGIES INC | 5,716,098 | $487.6B | 0.85% | |
| 42 | GWREGUIDEWIRE SOFTWARE INC | 4,299,239 | $471.9B | 0.83% | |
| 43 | ANETEURARISTA NETWORKS INC | 2,299,008 | $467.6B | 0.82% | |
| 44 | PBRPETROLEO BRASILEIRO SA PETRO | 28,647,254 | $456.6B | 0.80% | |
| 45 | VVISA INC | 2,256,653 | $424.0B | 0.74% | |
| 46 | DC4DEXCOM INC | 1,885,816 | $412.5B | 0.72% | |
| 47 | ATVIEURACTIVISION BLIZZARD INC | 6,940,749 | $412.4B | 0.72% | |
| 48 | PAGSPAGSEGURO DIGITAL LTD | 11,375,993 | $388.6B | 0.68% | |
| 49 | WFCWELLS FARGO CO NEW | 7,161,155 | $385.3B | 0.67% | |
| 50 | ICEINTERCONTINENTAL EXCHANGE IN | 3,913,755 | $362.2B | 0.63% | |
| 51 | ALXNALEXION PHARMACEUTICALS INC | 3,301,699 | $357.1B | 0.63% | |
| 52 | HDBHDFC BANK LTD | 5,550,836 | $351.8B | 0.62% | |
| 53 | ZNGAEURZYNGA INC | 57,020,290 | $349.0B | 0.61% | |
| 54 | AMRNAMARIN CORP PLC | 16,055,421 | $344.2B | 0.60% | |
| 55 | ILMNILLUMINA INC | 996,268 | $330.5B | 0.58% | |
| 56 | CCLCARNIVAL CORP | 6,358,328 | $323.2B | 0.57% | |
| 57 | TELTE CONNECTIVITY LTD | 3,183,585 | $305.1B | 0.53% | |
| 58 | ASNDASCENDIS PHARMA A S | 2,156,396 | $300.0B | 0.53% | |
| 59 | HUBSHUBSPOT INC | 1,860,758 | $294.9B | 0.52% | |
| 60 | UTXZUNITED TECHNOLOGIES CORP | 1,954,150 | $292.7B | 0.51% | |
| 61 | ADIANALOG DEVICES INC | 2,353,211 | $279.7B | 0.49% | Call |
| 62 | ALAIR LEASE CORP | 5,796,247 | $275.4B | 0.48% | |
| 63 | —GARDNER DENVER HLDGS INC | 7,459,498 | $273.6B | 0.48% | |
| 64 | AWNADVANCE AUTO PARTS INC | 1,677,192 | $268.6B | 0.47% | |
| 65 | NVDANVIDIA CORP | 1,097,062 | $258.1B | 0.45% | Call |
| 66 | NSYNICE LTD | 1,654,084 | $256.6B | 0.45% | |
| 67 | MSIMOTOROLA SOLUTIONS INC | 1,560,126 | $251.4B | 0.44% | |
| 68 | CECELANESE CORP DEL | 2,031,985 | $250.2B | 0.44% | |
| 69 | ROPROPER TECHNOLOGIES INC | 682,098 | $241.6B | 0.42% | |
| 70 | NEENEXTERA ENERGY INC | 992,773 | $240.4B | 0.42% | |
| 71 | ANAUTONATION INC | 4,663,020 | $226.8B | 0.40% | |
| 72 | NYTNEW YORK TIMES CO | 7,020,056 | $225.8B | 0.40% | |
| 73 | ARGXARGENX SE | 1,318,353 | $211.6B | 0.37% | |
| 74 | —CREE INC | 4,467,830 | $206.2B | 0.36% | |
| 75 | EXASEXACT SCIENCES CORP | 2,191,714 | $202.7B | 0.35% | |
| 76 | SYFSYNCHRONY FINL | 5,609,620 | $202.0B | 0.35% | |
| 77 | SPOTSPOTIFY TECHNOLOGY S A | 1,333,495 | $199.4B | 0.35% | |
| 78 | CGNXCOGNEX CORP | 3,548,429 | $198.9B | 0.35% | |
| 79 | TDYTELEDYNE TECHNOLOGIES INC | 565,371 | $195.9B | 0.34% | |
| 80 | TRUTRANSUNION | 2,249,754 | $192.6B | 0.34% | |
| 81 | FSLRFIRST SOLAR INC | 3,189,232 | $178.5B | 0.31% | |
| 82 | SESEA LTD | 4,386,483 | $176.4B | 0.31% | |
| 83 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 2,700,062 | $176.3B | 0.31% | |
| 84 | BURLBURLINGTON STORES INC | 767,734 | $175.1B | 0.31% | |
| 85 | MLB1MERCADOLIBRE INC | 299,927 | $171.5B | 0.30% | |
| 86 | WSTWEST PHARMACEUTICAL SVSC INC | 1,101,033 | $165.5B | 0.29% | |
| 87 | THOTHOR INDS INC | 2,131,322 | $158.3B | 0.28% | |
| 88 | TALTAL EDUCATION GROUP | 3,276,152 | $157.9B | 0.28% | |
| 89 | AWMSKYWORKS SOLUTIONS INC | 1,292,879 | $156.3B | 0.27% | |
| 90 | ETRAE TRADE FINANCIAL CORP | 3,381,216 | $153.4B | 0.27% | |
| 91 | QTWOQ2 HLDGS INC | 1,867,775 | $151.4B | 0.27% | |
| 92 | —GCI LIBERTY INC | 2,130,583 | $151.0B | 0.26% | |
| 93 | TRMBTRIMBLE INC | 3,603,530 | $150.2B | 0.26% | |
| 94 | GLGLOBE LIFE INC | 1,362,934 | $143.4B | 0.25% | |
| 95 | ZSZSCALER INC | 3,074,802 | $143.0B | 0.25% | |
| 96 | 0VVBVIACOMCBS INC | 3,337,093 | $140.1B | 0.25% | |
| 97 | HASHASBRO INC | 1,305,452 | $137.9B | 0.24% | |
| 98 | BRK/BBERKSHIRE HATHAWAY INC DEL | 604,481 | $136.9B | 0.24% | |
| 99 | TFCTRUIST FINANCIAL CORP | 2,400,164 | $135.2B | 0.24% | |
| 100 | NTRNUTRIEN LTD | 2,795,861 | $133.9B | 0.23% |
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