Artisan Partners Limited Partnership Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$56.6B
Holdings
317
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (317 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SBUXSTARBUCKS CORP | 1,341,289 | $133.1B | 235.23% | |
| 102 | IRTCIRHYTHM TECHNOLOGIES INC | 1,395,746 | $130.7B | 231.14% | |
| 103 | WOLF*WOLFSPEED INC | 1,873,921 | $129.4B | 228.73% | |
| 104 | GOOGALPHABET INC | 1,413,266 | $125.4B | 221.70% | |
| 105 | EOGEOG RES INC | 937,869 | $121.5B | 214.76% | |
| 106 | INTUINTUIT | 309,574 | $120.5B | 213.02% | |
| 107 | RYANRYAN SPECIALTY HOLDINGS INC | 2,879,490 | $119.5B | 211.32% | |
| 108 | BLBLACKLINE INC | 1,746,083 | $117.5B | 207.66% | |
| 109 | EAELECTRONIC ARTS INC | 959,753 | $117.3B | 207.31% | |
| 110 | BKNGBOOKING HOLDINGS INC | 58,123 | $117.1B | 207.09% | |
| 111 | LPLALPL FINL HLDGS INC | 533,453 | $115.3B | 203.87% | |
| 112 | ADIANALOG DEVICES INC | 677,490 | $111.1B | 196.47% | |
| 113 | FNFABRINET | 862,443 | $110.6B | 195.50% | |
| 114 | COOCOOPER COS INC | 333,134 | $110.2B | 194.75% | |
| 115 | ANAUTONATION INC | 1,020,812 | $109.5B | 193.65% | |
| 116 | HDBHDFC BANK LTD | 1,580,942 | $108.2B | 191.21% | |
| 117 | 1GSNNOVANTA INC | 793,965 | $107.9B | 190.72% | |
| 118 | CYBRCYBERARK SOFTWARE LTD | 829,710 | $107.6B | 190.18% | |
| 119 | EXASEXACT SCIENCES CORP | 2,171,093 | $107.5B | 190.04% | |
| 120 | ALAIR LEASE CORP | 2,761,128 | $106.1B | 187.55% | |
| 121 | WKWORKIVA INC | 1,254,298 | $105.3B | 186.21% | |
| 122 | MODNEURMODEL N INC | 2,591,033 | $105.1B | 185.80% | |
| 123 | CMCSACOMCAST CORP NEW | 2,975,356 | $104.0B | 183.95% | |
| 124 | ASMLASML HOLDING N V | 188,964 | $103.2B | 182.54% | |
| 125 | 4I1PHILIP MORRIS INTL INC | 1,015,790 | $102.8B | 181.76% | |
| 126 | UUNITY SOFTWARE INC | 3,583,916 | $102.5B | 181.15% | |
| 127 | KRNTKORNIT DIGITAL LTD | 4,396,955 | $101.0B | 178.56% | |
| 128 | WNSNWNS HLDGS LTD | 1,254,354 | $100.3B | 177.39% | |
| 129 | GLGLOBE LIFE INC | 820,775 | $98.9B | 174.93% | |
| 130 | FDXFEDEX CORP | 555,212 | $96.2B | 170.01% | |
| 131 | WINGWINGSTOP INC | 693,797 | $95.5B | 168.80% | |
| 132 | PWRQUANTA SVCS INC | 663,561 | $94.6B | 167.17% | |
| 133 | BEKEKE HLDGS INC | 6,709,684 | $93.7B | 165.60% | |
| 134 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 877,177 | $91.3B | 161.48% | |
| 135 | AGYSAGILYSYS INC | 1,153,832 | $91.3B | 161.44% | |
| 136 | VCYTVERACYTE INC | 3,761,031 | $89.2B | 157.79% | |
| 137 | GWREGUIDEWIRE SOFTWARE INC | 1,408,281 | $88.1B | 155.76% | |
| 138 | MDTMEDTRONIC PLC | 1,133,315 | $88.1B | 155.72% | |
| 139 | UHAL/BU HAUL HOLDING COMPANY | 1,598,527 | $87.9B | 155.38% | |
| 140 | NOVNOV INC | 4,190,654 | $87.5B | 154.77% | |
| 141 | SNAPSNAP INC | 9,717,976 | $87.0B | 153.77% | |
| 142 | BILIBILIBILI INC | 3,661,847 | $86.7B | 153.37% | |
| 143 | MRKMERCK & CO INC | 774,933 | $86.0B | 152.00% | |
| 144 | DWDMORGAN STANLEY | 1,002,732 | $85.3B | 150.72% | |
| 145 | WBDWARNER BROS DISCOVERY INC | 8,863,029 | $84.0B | 148.54% | |
| 146 | MOALTRIA GROUP INC | 1,827,889 | $83.6B | 147.72% | |
| 147 | GKOSGLAUKOS CORP | 1,904,569 | $83.2B | 147.08% | |
| 148 | SNOWSNOWFLAKE INC | 574,510 | $82.5B | 145.79% | |
| 149 | GLBEGLOBAL E ONLINE LTD | 3,941,838 | $81.4B | 143.84% | |
| 150 | TREXTREX CO INC | 1,916,151 | $81.1B | 143.40% | |
| 151 | NKENIKE INC | 687,126 | $80.4B | 142.14% | Call |
| 152 | OGEOGE ENERGY CORP | 2,019,446 | $79.9B | 141.20% | |
| 153 | NXPINXP SEMICONDUCTORS N V | 492,031 | $77.8B | 137.47% | |
| 154 | CICIGNA CORP NEW | 233,955 | $77.5B | 137.05% | |
| 155 | ORCLORACLE CORP | 943,919 | $77.2B | 136.41% | |
| 156 | LAMRLAMAR ADVERTISING CO NEW | 815,386 | $77.0B | 136.08% | |
| 157 | GSGOLDMAN SACHS GROUP INC | 224,120 | $77.0B | 136.06% | |
| 158 | SBACSBA COMMUNICATIONS CORP NEW | 273,460 | $76.7B | 135.52% | |
| 159 | VRAYQVIEWRAY INC | 16,678,616 | $74.7B | 132.10% | |
| 160 | MSFTMICROSOFT CORP | 309,133 | $74.1B | 131.07% | |
| 161 | MORNMORNINGSTAR INC | 338,784 | $73.4B | 129.73% | |
| 162 | SHOPSHOPIFY INC | 2,103,864 | $73.0B | 129.10% | |
| 163 | PZZAPAPA JOHNS INTL INC | 876,865 | $72.2B | 127.60% | |
| 164 | CEGCONSTELLATION ENERGY CORP | 829,029 | $71.5B | 126.36% | |
| 165 | BACBANK AMERICA CORP | 2,139,158 | $70.8B | 125.26% | |
| 166 | AFWALIGN TECHNOLOGY INC | 331,856 | $70.0B | 123.73% | |
| 167 | NVTNVENT ELECTRIC PLC | 1,802,057 | $69.3B | 122.56% | |
| 168 | NOCNORTHROP GRUMMAN CORP | 126,654 | $69.1B | 122.17% | |
| 169 | FISVFISERV INC | 681,191 | $68.8B | 121.72% | |
| 170 | RTXRAYTHEON TECHNOLOGIES CORP | 678,842 | $68.5B | 121.12% | |
| 171 | NVONOVO-NORDISK A S | 494,987 | $67.0B | 118.44% | |
| 172 | FCNCAFIRST CTZNS BANCSHARES INC N | 87,966 | $66.7B | 117.94% | |
| 173 | WMSADVANCED DRAIN SYS INC DEL | 806,480 | $66.1B | 116.87% | |
| 174 | CNCCENTENE CORP DEL | 804,991 | $66.0B | 116.71% | |
| 175 | DSGDESCARTES SYS GROUP INC | 940,035 | $65.5B | 115.86% | |
| 176 | CHGGCHEGG INC | 2,563,777 | $64.8B | 114.54% | |
| 177 | CABOCABLE ONE INC | 90,156 | $64.2B | 113.46% | |
| 178 | OMCOMNICOM GROUP INC | 779,485 | $63.6B | 112.41% | |
| 179 | DLTRDOLLAR TREE INC | 446,351 | $63.1B | 111.61% | |
| 180 | CMECME GROUP INC | 375,310 | $63.1B | 111.58% | |
| 181 | TSLATESLA INC | 512,250 | $63.1B | 111.55% | |
| 182 | VNTVONTIER CORPORATION | 3,197,102 | $61.8B | 109.26% | |
| 183 | MDGLMADRIGAL PHARMACEUTICALS INC | 212,290 | $61.6B | 108.94% | |
| 184 | MTCHMATCH GROUP INC NEW | 1,479,481 | $61.4B | 108.52% | |
| 185 | NWSANEWS CORP NEW | 3,366,462 | $61.3B | 108.32% | |
| 186 | LLYLILLY ELI & CO | 166,775 | $61.0B | 107.87% | |
| 187 | DISDISNEY WALT CO | 701,768 | $61.0B | 107.79% | |
| 188 | MTNVAIL RESORTS INC | 249,696 | $59.5B | 105.22% | |
| 189 | ICLRICON PLC | 303,940 | $59.0B | 104.38% | |
| 190 | VRSKVERISK ANALYTICS INC | 329,810 | $58.2B | 102.87% | |
| 191 | KRKROGER CO | 1,304,795 | $58.2B | 102.84% | |
| 192 | ISRGINTUITIVE SURGICAL INC | 217,834 | $57.8B | 102.19% | |
| 193 | RDWRRADWARE LTD | 2,925,957 | $57.8B | 102.16% | |
| 194 | SAIASAIA INC | 274,967 | $57.7B | 101.93% | |
| 195 | GNTXGENTEX CORP | 2,081,711 | $56.8B | 100.36% | |
| 196 | TSNTYSON FOODS INC | 902,937 | $56.2B | 99.37% | |
| 197 | BWABORGWARNER INC | 1,381,767 | $55.6B | 98.33% | |
| 198 | APDAIR PRODS & CHEMS INC | 179,096 | $55.2B | 97.60% | |
| 199 | EXPDEXPEDITORS INTL WASH INC | 527,802 | $54.8B | 96.97% | |
| 200 | VRTXVERTEX PHARMACEUTICALS INC | 188,470 | $54.4B | 96.22% |