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What Artisan Partners Limited Partnership reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

62.3B

Positions

334

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
ACGL
ARCH CAPITAL GROUP LTD.
2.2B3.5%22.7M99.39+7.1%
BNY
Bank of New York Mellon Corp
1.8B2.9%15.5M158.49+56.5%
SCHW
SCHWAB CHARLES CORP
1.6B2.6%17.5M112.30+17.6%
GOOGL
Alphabet Inc.
1.6B2.6%5.6M344.82+73.0%
ELV
Elevance Health, Inc.
1.5B2.4%5.1M400.54+29.2%
AXP
AMERICAN EXPRESS CO
1.4B2.2%4.6M336.00+8.9%
META
Meta Platforms, Inc.
1.3B2.2%2.3M549.90-26.5%
C
CITIGROUP INC
1.3B2.1%11.5M131.65+41.3%
GRMN
GARMIN LTD
1.3B2.1%5.5M294.85+28.1%
unmapped CUSIP 0846707021.2B2.0%2.6M
SU
SUNCOR ENERGY INC
1.1B1.8%17.3M68.42+77.3%
AMZN
AMAZON COM INC
1.1B1.8%5.4M258.63+15.6%
WTW
WILLIS TOWERS WATSON PLC
1.1B1.8%3.8M341.99+1.9%
LRCX
LAM RESEARCH CORP
1.1B1.7%5.0M314.00+216.7%
ARGX
ARGENX SE
1.1B1.7%1.5M1,039.78+57.3%
INSM
INSMED Inc
1.1B1.7%6.5M125.77-2.8%
PGR
PROGRESSIVE CORP/OH/
1.0B1.7%5.2M219.28-13.2%
ICLR
ICON PLC
916.1M1.5%8.3M172.23-4.4%
IQV
IQVIA HOLDINGS INC.
862.7M1.4%5.1M259.82+35.3%
MRSH
MARSH & MCLENNAN COMPANIES, INC.
845.7M1.4%4.9M192.01-9.1%
AXTA
Axalta Coating Systems Ltd.
797.7M1.3%28.8M36.20+17.8%
BKR
Baker Hughes Co
754.1M1.2%12.4M62.34+45.5%
ASND
Ascendis Pharma A/S
738.8M1.2%3.2M253.29+31.4%
NOK
NOKIA CORP
734.0M1.2%91.3M10.21+140.8%
WST
WEST PHARMACEUTICAL SERVICES INC
666.2M1.1%2.7M353.08+43.3%
AVGO
Broadcom Inc.
635.9M1.0%2.1M368.45+26.5%
CPNG
Coupang, Inc.
635.7M1.0%33.7M16.45-43.0%
SPOT
Spotify Technology S.A.
633.3M1.0%1.3M533.72-24.2%
LHX
L3HARRIS TECHNOLOGIES, INC. /DE/
608.6M1.0%1.8M266.73-3.4%
GEV
GE Vernova Inc.
606.2M1.0%694.4K956.85+58.3%
CBRE
CBRE GROUP, INC.
536.2M0.9%4.0M152.10-5.4%
AON
Aon plc
530.7M0.9%1.6M355.11-5.1%
SHOP
SHOPIFY INC.
517.4M0.8%4.4M149.25+8.7%
WWD
Woodward, Inc.
504.4M0.8%1.4M343.26+39.4%
HSIC
HENRY SCHEIN INC
484.4M0.8%6.6M88.50+28.9%
LIN
LINDE PLC
457.1M0.7%922.0K487.57+1.1%
SE
Sea Ltd
443.4M0.7%5.4M117.53-34.2%
RTX
RTX Corp
438.7M0.7%2.3M209.91+34.1%
EW
Edwards Lifesciences Corp
416.5M0.7%5.2M89.79+10.3%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
402.9M0.6%1.2M418.95+83.3%
NVDA
NVIDIA CORP
365.9M0.6%2.1M214.72+22.4%
JPM
JPMORGAN CHASE & CO
358.5M0.6%1.2M351.58+20.3%
CNH
CNH Industrial N.V.
344.7M0.6%31.3M11.87-2.5%
SGI
SOMNIGROUP INTERNATIONAL INC.
342.2M0.5%4.6M64.71-20.1%
WMB
WILLIAMS COMPANIES, INC.
336.4M0.5%4.6M70.49+23.2%
RBLX
Roblox Corp
328.7M0.5%5.8M38.37-67.6%
COR
Cencora, Inc.
325.2M0.5%1.0M318.04+4.7%
AMD
ADVANCED MICRO DEVICES INC
313.5M0.5%1.5M473.25+186.5%
RBC
RBC Bearings INC
313.0M0.5%576.2K505.63+28.7%
DASH
DoorDash, Inc.
310.5M0.5%2.1M223.49-8.3%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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