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Artisan Partners Limited Partnership 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Artisan Partners Limited Partnership
报告期 2026-03-31 · CIK 0001466153
持仓数
334
前50大市值合计
$40.46B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 21
增持 45
减持 63
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.07B
2,231,743
-64%
减持
—
NXP SEMICONDUCTORS N V
-$401.6M
431,429
-82%
增持
—
ASCENDIS PHARMA A/S
+$395.0M
7,784,860
+21%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
FIS
FIDELITY NATL INFORMATION SV
-$360.2M
5,141,433
-26%
减持
—
ATLASSIAN CORP PLC
+$296.8M
4,192,418
-20%
建仓
SNAP
SNAP INC
+$291.2M
3,941,646
减持
GPN
GLOBAL PMTS INC
-$290.2M
3,512,519
-22%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$279.0M
0
-100%
增持
IR
INGERSOLL RAND INC
+$274.5M
22,490,970
+28%
减持
—
ZYNGA INC
-$273.1M
78,246,015
-4%
减持
V
VISA INC
-$264.4M
2,743,884
-27%
减持
UBER
UBER TECHNOLOGIES INC
-$261.9M
12,259,140
-24%
建仓
—
LIBERTY GLOBAL PLC
+$247.3M
8,394,516
增持
—
ACCENTURE PLC IRELAND
+$230.9M
1,323,064
+103%
增持
HUBS
HUBSPOT INC
+$225.1M
1,991,387
+3%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$220.5M
897,125
增持
DHR
DANAHER CORPORATION
+$219.3M
3,483,403
+11%
减持
SBUX
STARBUCKS CORP
-$217.6M
1,175,775
-62%
建仓
—
LIBERTY GLOBAL PLC
+$203.6M
6,832,706
增持
ABNB
AIRBNB INC
+$202.1M
4,080,159
+30%
清仓
BEKE
KE HLDGS INC
-$193.6M
0
-100%
减持
FTV
FORTIVE CORP
-$193.1M
10,788,158
-21%
减持
MSFT
MICROSOFT CORP
-$191.0M
3,606,991
-19%
增持
NICE
NICE LTD
+$189.1M
4,230,680
+3%
减持
—
ACTIVISION BLIZZARD INC
-$185.9M
9,206,496
-2%
清仓
IPGP
IPG PHOTONICS CORP
-$183.8M
0
-100%
减持
GOOGL
ALPHABET INC
+$182.3M
915,078
-1%
减持
LOW
LOWES COS INC
-$176.7M
2,774,276
-27%
增持
—
AON PLC
+$172.1M
2,182,876
+15%
减持
EXAS
EXACT SCIENCES CORP
-$158.3M
1,670,703
-35%
清仓
IEX
IDEX CORP
-$149.8M
0
-100%
减持
CSCO
CISCO SYS INC
-$144.4M
4,330,691
-40%
减持
CHGG
CHEGG INC
-$140.6M
7,739,396
-4%
增持
BILI
BILIBILI INC
-$132.6M
5,727,677
+36%
减持
DXCM
DEXCOM INC
+$127.4M
1,774,399
-10%
减持
ROKU
ROKU INC
-$124.2M
739,697
-5%
减持
STNE
STONECO LTD
-$122.6M
3,026,806
-11%
增持
—
CERIDIAN HCM HLDG INC
+$121.3M
3,321,754
+26%
建仓
—
ICON PLC
+$120.0M
458,012
增持
NEO
NEOGENOMICS INC
+$115.5M
6,931,041
+43%
增持
NEE
NEXTERA ENERGY INC
+$110.5M
10,990,563
+7%
减持
NFLX
NETFLIX INC
+$107.9M
1,402,257
-1%
增持
—
SVB FINANCIAL GROUP
+$103.0M
690,406
+12%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$102.7M
442,268
增持
BURL
BURLINGTON STORES INC
+$101.1M
2,729,237
+31%
减持
GKOS
GLAUKOS CORP
-$99.6M
1,611,489
-23%
清仓
CHWY
CHEWY INC
-$98.6M
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$92.7M
623,804
建仓
AVTR
AVANTOR INC
+$92.2M
2,253,539
建仓
PWR
QUANTA SVCS INC
+$90.7M
796,512
减持
SYF
SYNCHRONY FINANCIAL
-$89.1M
4,899,516
-28%
增持
MELI
MERCADOLIBRE INC
+$86.8M
442,510
+5%
清仓
—
SAGE THERAPEUTICS INC
-$86.4M
0
-100%
清仓
SAM
BOSTON BEER INC
-$84.8M
0
-100%
减持
—
JFROG LTD
-$80.1M
2,605,870
-29%
增持
ENTG
ENTEGRIS INC
+$79.3M
1,697,014
+55%
建仓
NOV
NOV INC
+$79.0M
6,029,743
清仓
ULTA
ULTA BEAUTY INC
-$78.0M
0
-100%
减持
—
EVO PMTS INC
-$76.8M
1,358,079
-65%
减持
U
UNITY SOFTWARE INC
-$73.7M
2,868,572
-28%
减持
GNRC
GENERAC HLDGS INC
-$71.9M
786,963
-17%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$71.6M
912,653
减持
PTON
PELOTON INTERACTIVE INC
-$71.1M
1,655,589
-5%
增持
NVDA
NVIDIA CORPORATION
-$69.2M
1,998,129
+231%
减持
TMUS
T-MOBILE US INC
-$69.2M
838,851
-31%
减持
—
CATALENT INC
+$69.0M
3,490,553
-5%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$67.2M
926,421
+103%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$65.9M
10,114,319
-3%
建仓
—
DISCOVERY INC
+$65.5M
2,700,371
增持
SHOP
SHOPIFY INC
+$65.2M
463,666
+20%
建仓
SPY
SPDR S&P 500 ETF Trust
+$64.4M
150,100
减持
BKNG
BOOKING HOLDINGS INC
-$64.1M
378,262
-14%
建仓
—
GLOBAL E ONLINE LTD
+$63.9M
890,154
减持
BNY
BANK NEW YORK MELLON CORP
-$63.7M
18,983,483
-7%
减持
BNTX
BIONTECH SE
-$61.0M
421,380
-46%
增持
SU
SUNCOR ENERGY INC NEW
-$60.8M
25,065,315
+3%
清仓
—
EQUITY COMWLTH
-$59.5M
0
-100%
增持
XRAY
DENTSPLY SIRONA INC
-$56.4M
11,383,822
+0%
增持
W
WAYFAIR INC
-$55.2M
1,156,777
+4%
清仓
—
SMARTSHEET INC
-$54.5M
0
-100%
减持
QTWO
Q2 HLDGS INC
-$54.0M
2,087,711
-3%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$53.9M
1,583,244
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
+$53.4M
5,150,180
-0%
减持
HALO
HALOZYME THERAPEUTICS INC
-$52.8M
10,076,613
-1%
减持
META
FACEBOOK INC
-$52.2M
4,642,952
-1%
增持
LPLA
LPL FINL HLDGS INC
+$52.2M
1,268,525
+17%
增持
PGR
PROGRESSIVE CORP
-$51.6M
6,982,577
+0%
减持
BSX
BOSTON SCIENTIFIC CORP
-$51.2M
20,994,704
-7%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
+$50.6M
3,157,382
+16%
减持
DDOG
DATADOG INC
+$50.2M
2,853,906
-16%
清仓
ORCL
ORACLE CORP
-$50.2M
0
-100%
减持
AMZN
AMAZON COM INC
-$50.0M
190,644
-3%
增持
VIV
TELEFONICA BRASIL SA
-$49.2M
87,475,352
+2%
减持
BILL
BILL COM HLDGS INC
+$48.6M
647,676
-5%
减持
AN
AUTONATION INC
+$47.7M
1,896,145
-2%
增持
—
APTIV PLC
+$47.7M
6,876,744
+11%
增持
VCYT
VERACYTE INC
+$47.5M
5,330,268
+6%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$47.3M
781,343
+13%
减持
—
ACCELERON PHARMA INC
-$46.1M
426,285
-55%
增持
WK
WORKIVA INC
+$45.4M
579,463
+78%
清仓
MU
MICRON TECHNOLOGY INC
-$44.8M
0
-100%
建仓
SICP
SILVERGATE CAP CORP
+$44.8M
387,490
减持
MPWR
MONOLITHIC PWR SYS INC
+$44.6M
448,079
-3%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$43.5M
0
-100%
建仓
—
NEVRO CORP
+$43.4M
373,083
清仓
—
GLOBAL BLOOD THERAPEUTICS IN
-$42.5M
0
-100%
增持
—
KORNIT DIGITAL LTD
+$42.1M
1,960,721
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$41.7M
151,305
-35%
减持
EL
LAUDER ESTEE COS INC
-$41.5M
673,507
-12%
清仓
ABBV
ABBVIE INC
-$41.4M
0
-100%
增持
VMI
VALMONT INDS INC
+$41.4M
855,382
+26%
减持
A
AGILENT TECHNOLOGIES INC
-$40.5M
1,422,834
-21%
清仓
DIS
DISNEY WALT CO
-$39.5M
0
-100%
增持
—
LINDE PLC
+$38.9M
884,162
+16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$38.7M
200,990
-5%
增持
FDX
FEDEX CORP
-$37.9M
572,729
+5%
建仓
MXCT
MAXCYTE INC
+$37.3M
3,074,071
减持
—
IHS MARKIT LTD
-$37.2M
7,516,185
-7%
增持
IMO
IMPERIAL OIL LTD
+$37.1M
29,045,664
+0%
增持
CDW
CDW CORP
+$37.0M
445,911
+76%
减持
—
INTERSECT ENT INC
-$36.9M
1,454,164
-67%
减持
AXP
AMERICAN EXPRESS CO
-$36.8M
6,480,774
-5%
建仓
—
MARQETA INC
+$36.0M
1,625,727
减持
—
ARISTA NETWORKS INC
-$34.4M
1,825,494
-0%
减持
—
ORCHARD THERAPEUTICS PLC
-$34.1M
10,846,420
-19%
减持
MTCH
MATCH GROUP INC NEW
-$33.0M
2,748,125
-5%
增持
—
CYBERARK SOFTWARE LTD
+$32.5M
730,992
+15%
减持
MSCI
MSCI INC
+$32.0M
644,048
-5%
清仓
VCEL
VERICEL CORP
-$31.5M
0
-100%
建仓
FRSH
FRESHWORKS INC
+$31.0M
726,091
建仓
COMP
COMPASS INC
+$30.9M
2,332,983
减持
HDB
HDFC BANK LTD
-$30.8M
3,912,184
-10%
减持
LULU
LULULEMON ATHLETICA INC
+$29.9M
1,105,181
-3%
清仓
—
RADIUS HEALTH INC
-$29.4M
0
-100%
增持
VREX
VAREX IMAGING CORP
+$29.3M
1,601,617
+171%
清仓
—
MOMENTIVE GLOBAL INC
-$28.8M
0
-100%
减持
TW
TRADEWEB MKTS INC
-$28.4M
4,051,008
-4%
减持
—
ASML HOLDING N V
-$28.4M
384,884
-16%
减持
VRT
VERTIV HOLDINGS CO
-$28.1M
3,277,585
-16%
增持
TDUP
THREDUP INC
+$27.4M
3,636,715
+105%
增持
SNPS
SYNOPSYS INC
+$27.4M
1,008,101
+1%
增持
FTCHQ
FARFETCH LTD
-$27.3M
12,302,785
+27%
清仓
—
FLEXION THERAPEUTICS INC
-$26.8M
0
-100%
清仓
VMC
VULCAN MATLS CO
-$26.4M
0
-100%
增持
VEEV
VEEVA SYS INC
+$26.0M
7,222,654
+9%
增持
CI
CIGNA CORP NEW
+$26.0M
366,272
+83%
建仓
—
PAYCOR HCM INC
+$25.8M
734,038
增持
—
CANADIAN PAC RY LTD
+$25.3M
6,382,511
+25%
减持
AMT
AMERICAN TOWER CORP NEW
-$25.1M
368,357
-19%
增持
—
OLO INC
+$25.1M
1,979,862
+115%