Artisan Partners Limited Partnership Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$59.5M

Holdings

321

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (321 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	ACGLARCH CAP GROUP LTD	24,894,249	$1.8M	3.10%
2	GOOGLALPHABET INC	11,706,452	$1.6M	2.75%
3	TEAMATLASSIAN CORPORATION	5,972,958	$1.4M	2.39%
4	AMDADVANCED MICRO DEVICES INC	9,482,250	$1.4M	2.35%	Call
5	AMZNAMAZON COM INC	8,689,620	$1.3M	2.22%	Call
6	VEEVVEEVA SYS INC	6,581,353	$1.3M	2.13%
7	METAMETA PLATFORMS INC	3,553,155	$1.3M	2.11%
8	ARGXARGENX SE	3,174,477	$1.2M	2.03%
9	LINLINDE PLC	2,868,992	$1.2M	1.98%
10	ELVELEVANCE HEALTH INC	2,312,653	$1.1M	1.83%
11	WTWWILLIS TOWERS WATSON PLC LTD	4,521,760	$1.1M	1.83%
12	BKBANK NEW YORK MELLON CORP	19,793,539	$1.0M	1.73%
13	MSFTMICROSOFT CORP	2,690,921	$1.0M	1.70%	Put
14	BRK/BBERKSHIRE HATHAWAY INC DEL	2,812,635	$1.0M	1.68%
15	BSXBOSTON SCIENTIFIC CORP	17,169,938	$992K	1.67%
16	GRMNGARMIN LTD	7,310,112	$939K	1.58%
17	IRINGERSOLL RAND INC	12,047,815	$931K	1.56%
18	PGRPROGRESSIVE CORP	5,778,610	$920K	1.55%
19	AXPAMERICAN EXPRESS CO	4,855,211	$909K	1.53%
20	NFLXNETFLIX INC	1,824,916	$888K	1.49%
21	DC4DEXCOM INC	5,900,308	$732K	1.23%
22	ASNDASCENDIS PHARMA A/S	5,749,227	$724K	1.22%
23	WSTWEST PHARMACEUTICAL SVSC INC	1,961,063	$690K	1.16%
24	LSCCLATTICE SEMICONDUCTOR CORP	9,544,835	$658K	1.11%
25	SUSUNCOR ENERGY INC NEW	20,530,994	$657K	1.10%
26	MRSHMARSH & MCLENNAN COS INC	3,450,461	$653K	1.10%
27	SCHWSCHWAB CHARLES CORP	9,141,570	$628K	1.05%
28	ONON SEMICONDUCTOR CORP	7,428,597	$620K	1.04%
29	SPGIS&P GLOBAL INC	1,403,726	$618K	1.04%
30	EXPEEXPEDIA GROUP INC	4,027,087	$611K	1.03%
31	TRVCCITIGROUP INC	11,213,397	$576K	0.97%
32	ANETEURARISTA NETWORKS INC	2,273,091	$535K	0.90%
33	PWRQUANTA SVCS INC	2,438,653	$526K	0.88%
34	SHOPSHOPIFY INC	6,416,115	$499K	0.84%
35	CPCANADIAN PACIFIC KANSAS CITY	6,163,858	$487K	0.82%
36	XRAYDENTSPLY SIRONA INC	12,944,034	$460K	0.77%
37	NUNU HLDGS LTD	54,126,402	$450K	0.76%
38	CSGPCOSTAR GROUP INC	5,138,004	$449K	0.75%
39	DHRDANAHER CORPORATION	1,846,827	$427K	0.72%
40	WDAYWORKDAY INC	1,511,764	$417K	0.70%
41	ABNBAIRBNB INC	3,037,472	$413K	0.69%
42	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,931,070	$408K	0.69%	Call
43	VVISA INC	1,514,437	$394K	0.66%
44	CNHICNH INDL N V	31,552,829	$384K	0.64%
45	TYLTYLER TECHNOLOGIES INC	882,325	$368K	0.62%
46	NOKNOKIA CORP	106,769,682	$365K	0.61%
47	SAIASAIA INC	817,411	$358K	0.60%
48	STSENSATA TECHNOLOGIES HLDG PL	9,352,937	$351K	0.59%
49	TREXTREX CO INC	4,102,402	$339K	0.57%
50	SLBSCHLUMBERGER LTD	6,452,662	$335K	0.56%
51	EXASEXACT SCIENCES CORP	4,470,278	$330K	0.55%
52	CNRCANADIAN NATL RY CO	2,537,600	$318K	0.53%
53	LUVSOUTHWEST AIRLS CO	10,790,654	$311K	0.52%
54	DAYCERIDIAN HCM HLDG INC	4,578,247	$307K	0.52%
55	SWAVUSDSHOCKWAVE MED INC	1,495,492	$284K	0.48%
56	NSYNICE LTD	1,403,284	$279K	0.47%
57	BSYBENTLEY SYS INC	5,323,306	$277K	0.47%
58	RGENREPLIGEN CORP	1,522,743	$273K	0.46%
59	SPYSPDR S&P 500 ETF TR	574,300	$272K	0.46%	Put
60	SPOTSPOTIFY TECHNOLOGY S A	1,400,811	$263K	0.44%
61	DDOGDATADOG INC	2,113,077	$256K	0.43%
62	LBTYALIBERTY GLOBAL LTD	14,141,397	$251K	0.42%
63	TWTRADEWEB MKTS INC	2,737,510	$248K	0.42%
64	HALOHALOZYME THERAPEUTICS INC	6,689,058	$247K	0.41%
65	FIVEFIVE BELOW INC	1,150,965	$245K	0.41%
66	NEENEXTERA ENERGY INC	3,973,383	$241K	0.40%
67	NVDANVIDIA CORPORATION	485,508	$240K	0.40%
68	FTVFORTIVE CORP	3,243,271	$238K	0.40%
69	WINGWINGSTOP INC	924,124	$237K	0.40%
70	AONAON PLC	811,416	$236K	0.40%
71	VRTXVERTEX PHARMACEUTICALS INC	576,507	$234K	0.39%
72	ETNEATON CORP PLC	970,426	$233K	0.39%
73	GEGENERAL ELECTRIC CO	1,787,255	$227K	0.38%	Put
74	IRTCIRHYTHM TECHNOLOGIES INC	2,071,500	$221K	0.37%
75	PBRPETROLEO BRASILEIRO SA PETRO	13,698,042	$218K	0.37%
76	MARMARRIOTT INTL INC NEW	932,649	$210K	0.35%
77	GPNGLOBAL PMTS INC	1,630,083	$207K	0.35%
78	LYVLIVE NATION ENTERTAINMENT IN	2,191,712	$205K	0.34%
79	VIVTELEFONICA BRASIL SA	18,168,660	$198K	0.33%
80	RHCRH PLC	2,826,501	$195K	0.33%
81	AJGGALLAGHER ARTHUR J & CO	847,698	$190K	0.32%
82	XYLXYLEM INC	1,636,995	$187K	0.31%
83	HUBBHUBBELL INC	540,272	$177K	0.30%
84	GOOGALPHABET INC	1,255,315	$176K	0.30%
85	VRSKVERISK ANALYTICS INC	737,910	$176K	0.30%
86	RBLXROBLOX CORP	3,836,746	$175K	0.29%
87	JBLJABIL INC	1,339,559	$170K	0.29%
88	CAECAE INC	7,878,286	$170K	0.29%
89	WCCWESCO INTL INC	975,547	$169K	0.28%
90	GWREGUIDEWIRE SOFTWARE INC	1,542,644	$168K	0.28%
91	SESEA LTD	4,131,880	$167K	0.28%
92	MMYTMAKEMYTRIP LIMITED MAURITIUS	3,455,196	$162K	0.27%
93	BAXBAXTER INTL INC	4,128,105	$159K	0.27%
94	LBTYALIBERTY GLOBAL LTD	8,463,069	$157K	0.26%
95	ZSZSCALER INC	644,869	$142K	0.24%
96	MUMICRON TECHNOLOGY INC	1,675,351	$142K	0.24%	Call
97	MKTXMARKETAXESS HLDGS INC	479,133	$140K	0.24%
98	CYBRCYBERARK SOFTWARE LTD	639,224	$140K	0.24%
99	CMCSACOMCAST CORP NEW	3,143,003	$137K	0.23%
100	USBUS BANCORP DEL	3,188,254	$137K	0.23%

Page 1 of 4Next