Artisan Partners
Active equity managersFiles as Artisan Partners Limited Partnership (SEC CIK 1466153). Portfolio from its latest quarterly 13F-HR filing.
- $62.71B
- Tracked value
- 322
- Positions
- Q2 2026
- Portfolio as of
- Aug 13, 2026
- Filed
Holdings
Top 100 of 322 tracked positions, by value| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | ACGLARCH CAPITAL GROUP LTD. | 3.3% | ▼ 4.7% | 21,595,895 | $2.1B |
| 2 | BNYBank of New York Mellon Corp | 3.2% | ▼ 11.6% | 13,687,258 | $1.98B |
| 3 | GOOGLAlphabet Inc. | 3.2% | ▼ 1.5% | 5,534,119 | $1.98B |
| 4 | ELVElevance Health, Inc. | 2.8% | ▼ 10.6% | 4,581,222 | $1.77B |
| 5 | SCHWSCHWAB CHARLES CORP | 2.8% | ▲ 8.5% | 18,930,716 | $1.75B |
| 6 | CCITIGROUP INC | 2.7% | ▲ 3.6% | 11,915,026 | $1.67B |
| 7 | AXPAMERICAN EXPRESS CO | 2.4% | ▼ 1.6% | 4,521,044 | $1.53B |
| 8 | ICLRICON PLC | 2.4% | ▲ 4.3% | 8,636,406 | $1.5B |
| 9 | WTWWILLIS TOWERS WATSON PLC | 2.3% | ▲ 46.3% | 5,541,048 | $1.45B |
| 10 | BRK-BBERKSHIRE HATHAWAY INC | 2.3% | ▲ 11.1% | 2,893,595 | $1.45B |
| 11 | ARGXARGENX SE | 2.2% | ▲ 2.8% | 1,508,778 | $1.4B |
| 12 | METAMeta Platforms, Inc. | 2.1% | ▲ 1.0% | 2,367,016 | $1.33B |
| 13 | GRMNGARMIN LTD | 2.0% | ▼ 4.1% | 5,292,605 | $1.26B |
| 14 | MRSHMARSH & MCLENNAN COMPANIES, INC. | 1.9% | ▲ 49.1% | 7,269,246 | $1.21B |
| 15 | PGRPROGRESSIVE CORP/OH/ | 1.8% | ▼ 1.5% | 5,132,462 | $1.12B |
| 16 | AXTAAxalta Coating Systems Ltd. | 1.7% | ▲ 10.2% | 31,733,342 | $1.09B |
| 17 | AMZNAMAZON COM INC | 1.7% | ▼ 18.4% | 4,419,586 | $1.05B |
| 18 | IQVIQVIA HOLDINGS INC. | 1.5% | ▼ 6.2% | 4,743,434 | $916.53M |
| 19 | CPNGCoupang, Inc. | 1.4% | ▲ 49.8% | 50,439,134 | $876.13M |
| 20 | WSTWEST PHARMACEUTICAL SERVICES INC | 1.4% | ▼ 9.3% | 2,411,792 | $865.83M |
| 21 | ASNDAscendis Pharma A/S | 1.1% | NEW | 2,634,024 | $702.55M |
| 22 | SPOTSpotify Technology S.A. | 1.0% | ▲ 3.9% | 1,356,543 | $622.83M |
| 23 | AONAon plc | 1.0% | ▲ 12.6% | 1,850,623 | $613.83M |
| 24 | AVGOBroadcom Inc. | 1.0% | ▼ 21.5% | 1,612,184 | $609M |
| 25 | BKRBaker Hughes Co | 1.0% | ▼ 12.3% | 10,837,212 | $601.47M |
| 26 | EWEdwards Lifesciences Corp | 1.0% | ▲ 27.4% | 6,625,703 | $599.36M |
| 27 | NVDANVIDIA CORP | 1.0% | ▲ 42.2% | 2,983,245 | $596.92M |
| 28 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 0.9% | ▼ 15.3% | 1,234,256 | $589.44M |
| 29 | SUSUNCOR ENERGY INC | 0.9% | ▼ 37.1% | 10,856,434 | $584.06M |
| 30 | WWDWoodward, Inc. | 0.9% | ▼ 2.9% | 1,368,457 | $582.2M |
| 31 | INSMINSMED Inc | 0.9% | ▼ 16.6% | 5,441,718 | $580.2M |
| 32 | GEGENERAL ELECTRIC CO | 0.9% | ▲ 321% | 1,467,287 | $548.37M |
| 33 | HSICHENRY SCHEIN INC | 0.9% | ▼ 1.6% | 6,467,467 | $540.16M |
| 34 | LSCCLATTICE SEMICONDUCTOR CORP | 0.8% | ▲ 15.6% | 3,472,509 | $531.15M |
| 35 | SESea Ltd | 0.8% | ▲ 2.1% | 5,466,001 | $523.81M |
| 36 | GEVGE Vernova Inc. | 0.8% | ▼ 37.6% | 433,047 | $508.77M |
| 37 | CBRECBRE GROUP, INC. | 0.8% | ▼ 6.1% | 3,718,461 | $500.84M |
| 38 | TWSTTwist Bioscience Corp | 0.8% | ▼ 24.6% | 4,802,017 | $494.03M |
| 39 | SHOPSHOPIFY INC. | 0.7% | ▼ 6.6% | 4,074,005 | $465.17M |
| 40 | DASHDoorDash, Inc. | 0.7% | ▲ 15.3% | 2,385,434 | $440.18M |
| 41 | FIXCOMFORT SYSTEMS USA INC | 0.6% | ▼ 2.9% | 202,113 | $400.58M |
| 42 | RTXRTX Corp | 0.6% | ▼ 8.1% | 2,089,380 | $396.42M |
| 43 | LLYELI LILLY & Co | 0.6% | ▲ 36.8% | 328,382 | $393.87M |
| 44 | ALABAstera Labs, Inc. | 0.6% | ▲ 38.7% | 777,306 | $375.45M |
| 45 | RBCRBC Bearings INC | 0.6% | ▼ 1.4% | 568,008 | $365.83M |
| 46 | SGISOMNIGROUP INTERNATIONAL INC. | 0.6% | ▲ 0.7% | 4,663,275 | $365.6M |
| 47 | SITMSITIME Corp | 0.6% | ▲ 148% | 485,123 | $361.69M |
| 48 | LRCXLAM RESEARCH CORP | 0.5% | ▼ 84.4% | 786,238 | $340.7M |
| 49 | CNHCNH Industrial N.V. | 0.5% | ▼ 4.9% | 29,808,634 | $334.75M |
| 50 | CARRCARRIER GLOBAL Corp | 0.5% | ▲ 14.5% | 4,549,041 | $333.67M |
| 51 | SPYSPDR S&P 500 ETF TRUST | 0.5% | ▼ 2.2% | 440,000 | $328.58M |
| 52 | VCYTVERACYTE, INC. | 0.5% | ▲ 0.8% | 5,538,404 | $325.27M |
| 53 | AAPLApple Inc. | 0.5% | ▲ 79.7% | 1,101,501 | $318.73M |
| 54 | MODMODINE MANUFACTURING CO | 0.5% | ▲ 20.6% | 1,191,876 | $318.25M |
| 55 | LINLINDE PLC | 0.5% | ▼ 34.8% | 601,059 | $311.91M |
| 56 | LHXL3HARRIS TECHNOLOGIES, INC. /DE/ | 0.5% | ▼ 40.8% | 1,043,646 | $303.27M |
| 57 | AMDADVANCED MICRO DEVICES INC | 0.5% | ▼ 67.0% | 508,327 | $295.29M |
| 58 | HOODRobinhood Markets, Inc. | 0.5% | ▲ 203% | 2,880,113 | $288.82M |
| 59 | WMBWILLIAMS COMPANIES, INC. | 0.5% | ▼ 16.6% | 3,853,615 | $286.48M |
| 60 | JPMJPMORGAN CHASE & CO | 0.5% | ▼ 28.6% | 870,063 | $284.8M |
| 61 | APGAPi Group Corp | 0.5% | ▲ 5.3% | 6,680,820 | $282.93M |
| 62 | FITBFIFTH THIRD BANCORP | 0.4% | ▲ 21.6% | 4,931,716 | $278M |
| 63 | LYVLive Nation Entertainment, Inc. | 0.4% | ▲ 18.0% | 1,515,238 | $277.46M |
| 64 | USFDUS Foods Holding Corp. | 0.4% | ▼ 11.8% | 2,662,861 | $272.28M |
| 65 | AMATAPPLIED MATERIALS INC /DE | 0.4% | ▲ 45.0% | 349,573 | $252.74M |
| 66 | MELIMERCADOLIBRE INC | 0.4% | ▲ 3.3% | 145,883 | $247.62M |
| 67 | MTSIMACOM Technology Solutions Holdings, Inc. | 0.4% | ▼ 40.0% | 627,850 | $238.82M |
| 68 | TDYTELEDYNE TECHNOLOGIES INC | 0.4% | ▲ 86.2% | 347,178 | $231.53M |
| 69 | GSGOLDMAN SACHS GROUP INC | 0.4% | ▼ 2.1% | 225,368 | $227.93M |
| 70 | COFCAPITAL ONE FINANCIAL CORP | 0.4% | ▼ 17.1% | 1,115,283 | $223.75M |
| 71 | GHGuardant Health, Inc. | 0.4% | ▲ 81.6% | 1,478,928 | $221.88M |
| 72 | VIKViking Holdings Ltd | 0.3% | ▼ 4.0% | 2,089,760 | $218.74M |
| 73 | MUMICRON TECHNOLOGY INC | 0.3% | ▲ 36.1% | 186,067 | $214.78M |
| 74 | WATWATERS CORP /DE/ | 0.3% | ▲ 4.9% | 560,753 | $210.3M |
| 75 | STMSTMicroelectronics N.V. | 0.3% | NEW | 2,797,540 | $209.51M |
| 76 | IONSIONIS PHARMACEUTICALS INC | 0.3% | ▲ 28.3% | 2,640,024 | $209.33M |
| 77 | ENTGENTEGRIS INC | 0.3% | NEW | 1,152,223 | $207.24M |
| 78 | BWXTBWX Technologies, Inc. | 0.3% | ▲ 0.0% | 1,059,496 | $206.23M |
| 79 | TYLTYLER TECHNOLOGIES INC | 0.3% | ▲ 32.9% | 704,625 | $206.07M |
| 80 | FWONKLiberty Media Corp | 0.3% | ▲ 0.8% | 2,156,751 | $205.19M |
| 81 | IRTCiRhythm Holdings, Inc. | 0.3% | ▲ 14.4% | 1,660,307 | $197.49M |
| 82 | LIVNLivaNova PLC | 0.3% | ▲ 4.8% | 2,224,763 | $182.94M |
| 83 | GLWCORNING INC /NY | 0.3% | NEW | 715,286 | $182.71M |
| 84 | MPWRMONOLITHIC POWER SYSTEMS, INC. | 0.3% | ▼ 13.7% | 130,154 | $179.92M |
| 85 | VVISA INC. | 0.3% | ▼ 44.0% | 517,659 | $177.6M |
| 86 | AKAMAKAMAI TECHNOLOGIES INC | 0.3% | ▲ 716% | 1,447,442 | $171.1M |
| 87 | COMPCompass, Inc. | 0.3% | ▲ 38.0% | 13,865,184 | $170.96M |
| 88 | BEBloom Energy Corp | 0.3% | ▼ 6.8% | 564,599 | $170.9M |
| 89 | NUNu Holdings Ltd. | 0.3% | ▲ 35.9% | 12,687,151 | $169.5M |
| 90 | COHRCOHERENT CORP. | 0.3% | ▲ 30.8% | 422,328 | $166.6M |
| 91 | MMYTMakeMyTrip Ltd | 0.3% | ▲ 0.4% | 3,102,766 | $165.35M |
| 92 | CRWDCrowdStrike Holdings, Inc. | 0.3% | ▼ 40.2% | 207,080 | $158.03M |
| 93 | ETNEaton Corp plc | 0.3% | ▼ 33.4% | 368,110 | $156.86M |
| 94 | WCCWESCO INTERNATIONAL INC | 0.2% | ▼ 5.2% | 426,573 | $147.35M |
| 95 | HTHTH World Group Ltd | 0.2% | ▲ 110% | 3,399,365 | $141.82M |
| 96 | CGNXCOGNEX CORP | 0.2% | ▲ 11.7% | 1,931,590 | $139.89M |
| 97 | CFGCITIZENS FINANCIAL GROUP INC/RI | 0.2% | NEW | 1,989,191 | $139.38M |
| 98 | FTAIFTAI Aviation Ltd. | 0.2% | ▼ 1.0% | 510,787 | $138.18M |
| 99 | MDBMongoDB, Inc. | 0.2% | ▼ 67.9% | 394,179 | $132.4M |
| 100 | IRIngersoll Rand Inc. | 0.2% | ▲ 2.8% | 1,559,852 | $127.89M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
Never miss a Artisan Partners 13F.
Get an email when Artisan Partners files its next quarterly 13F with the SEC, including the portfolio's notable changes. Free, no account needed.
Free foreverNo account requiredOne-click unsubscribe
Source: SEC EDGAR Form 13F-HR filings.