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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 18
增持 47
减持 63
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
HUBS
HUBSPOT INC
-$497.5M
1,850,302
-17%
增持
EXPE
EXPEDIA GROUP INC
-$488.9M
5,216,952
+4%
增持
GOOGL
ALPHABET INC
-$476.2M
857,430
+2%
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
NFLX
NETFLIX INC
-$461.5M
862,277
-47%
减持
ELV
ELEVANCE HEALTH INC
-$422.5M
2,527,052
-24%
清仓
—
ZYNGA INC
-$415.3M
0
-100%
增持
ABNB
AIRBNB INC
-$414.6M
5,777,034
+7%
建仓
—
LAM RESEARCH CORP
+$358.6M
841,514
减持
SPGI
S&P GLOBAL INC
-$353.3M
999,002
-41%
减持
BKNG
BOOKING HOLDINGS INC
-$350.9M
73,399
-64%
减持
—
APTIV PLC
-$347.1M
4,440,146
-28%
增持
AMD
ADVANCED MICRO DEVICES INC
-$342.3M
13,038,483
+6%
减持
VIV
TELEFONICA BRASIL SA
-$338.3M
65,125,211
-21%
清仓
SHOP
SHOPIFY INC
-$336.6M
0
-100%
减持
NICE
NICE LTD
-$335.2M
1,506,726
-47%
减持
META
META PLATFORMS INC
-$328.0M
5,191,129
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$315.0M
3,155,787
-5%
减持
MSFT
MICROSOFT CORP
-$311.4M
2,923,147
-15%
增持
AMZN
AMAZON COM INC
-$300.4M
3,641,256
+1628%
清仓
—
JOHNSON CTLS INTL PLC
-$284.1M
0
-100%
减持
—
ASCENDIS PHARMA A/S
-$269.2M
7,473,086
-9%
清仓
—
ACCENTURE PLC IRELAND
-$265.8M
0
-100%
减持
IR
INGERSOLL RAND INC
-$256.2M
20,990,602
-7%
减持
AXP
AMERICAN EXPRESS CO
-$248.2M
4,749,718
-2%
清仓
TRU
TRANSUNION
-$245.5M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$237.2M
7,410,422
-11%
减持
—
AON PLC
-$235.4M
2,098,897
-15%
减持
DHR
DANAHER CORPORATION
-$231.0M
2,034,881
-20%
减持
IMO
IMPERIAL OIL LTD
-$213.5M
6,318,739
-40%
建仓
AMT
AMERICAN TOWER CORP NEW
+$204.8M
801,320
清仓
UNP
UNION PAC CORP
-$203.8M
0
-100%
减持
FTV
FORTIVE CORP
-$198.7M
2,638,680
-53%
减持
ADI
ANALOG DEVICES INC
-$198.3M
818,925
-57%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$198.1M
6,173,698
+43%
增持
MELI
MERCADOLIBRE INC
-$186.6M
361,299
+3%
增持
—
ARISTA NETWORKS INC
-$182.0M
5,724,904
+11%
清仓
LYFT
LYFT INC
-$177.8M
0
-100%
减持
LOW
LOWES COS INC
-$177.6M
1,625,668
-29%
减持
CHGG
CHEGG INC
-$172.0M
2,616,876
-57%
减持
—
CERIDIAN HCM HLDG INC
-$171.6M
592,598
-80%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$171.0M
366,178
-74%
增持
—
ATLASSIAN CORP PLC
-$165.0M
5,199,365
+34%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$164.9M
0
-100%
清仓
INTU
INTUIT
-$163.2M
0
-100%
增持
SE
SEA LTD
-$161.7M
3,373,907
+4%
增持
RGEN
REPLIGEN CORP
+$161.2M
1,176,883
+641%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$160.7M
456,355
+66%
增持
U
UNITY SOFTWARE INC
-$160.7M
4,012,037
+29%
增持
SNAP
SNAP INC
-$160.3M
11,252,399
+31%
增持
NVDA
NVIDIA CORPORATION
-$156.1M
1,591,243
+9%
建仓
LNG
CHENIERE ENERGY INC
+$155.9M
1,171,553
清仓
CGNX
COGNEX CORP
-$151.6M
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$149.8M
303,208
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$146.3M
1,578,580
减持
DDOG
DATADOG INC
-$146.1M
1,820,306
-14%
建仓
MCK
MCKESSON CORP
+$145.0M
444,431
减持
—
LINDE PLC
-$144.1M
636,533
-38%
减持
BALL
BALL CORP
-$142.2M
915,775
-60%
清仓
CBRE
CBRE GROUP INC
-$140.7M
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$136.5M
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$134.6M
490,882
+119%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$134.5M
17,039,254
+52%
减持
SPY
SPDR S&P 500 ETF TRUST
-$129.4M
79,900
-77%
增持
NEE
NEXTERA ENERGY INC
+$127.2M
16,337,023
+22%
减持
TW
TRADEWEB MKTS INC
-$126.5M
3,387,759
-17%
减持
YETI
YETI HLDGS INC
-$126.2M
389,141
-84%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$125.0M
615,939
-18%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$124.3M
1,014,422
减持
LUV
SOUTHWEST AIRLS CO
-$123.1M
11,572,453
-2%
减持
NYT
NEW YORK TIMES CO
-$121.2M
2,095,799
-47%
增持
ZS
ZSCALER INC
-$120.9M
1,593,820
+7%
清仓
—
BLACKROCK INC
-$120.8M
0
-100%
减持
—
WOLFSPEED INC
-$119.8M
2,274,113
-2%
增持
—
SVB FINANCIAL GROUP
-$118.8M
774,282
+2%
增持
XRAY
DENTSPLY SIRONA INC
-$118.5M
12,758,726
+9%
增持
LULU
LULULEMON ATHLETICA INC
-$117.4M
1,757,855
+8%
增持
DXCM
DEXCOM INC
-$116.1M
1,551,115
+242%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$114.1M
9,697,601
+1%
减持
SU
SUNCOR ENERGY INC NEW
-$114.1M
12,714,754
-26%
增持
GTM
ZOOMINFO TECHNOLOGIES INC
-$113.1M
4,962,769
+7%
清仓
CTAS
CINTAS CORP
-$110.9M
0
-100%
减持
ZTS
ZOETIS INC
-$107.2M
415,034
-56%
减持
GOOG
ALPHABET INC
-$106.6M
169,508
-1%
增持
—
CANADIAN PAC RY LTD
-$100.0M
11,648,707
+5%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$98.2M
2,506,234
增持
BABA
ALIBABA GROUP HLDG LTD
+$97.1M
2,919,483
+35%
增持
BEKE
KE HLDGS INC
+$97.0M
5,775,130
+976%
增持
—
ARCH CAP GROUP LTD
-$96.8M
34,906,858
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$96.0M
1,251,343
-7%
增持
GNRC
GENERAC HLDGS INC
+$95.4M
1,692,209
+93%
增持
—
GARMIN LTD
+$94.8M
6,430,144
+42%
增持
—
KORNIT DIGITAL LTD
-$94.0M
3,241,469
+36%
减持
ARGX
ARGENX SE
+$92.7M
3,037,915
-9%
减持
HALO
HALOZYME THERAPEUTICS INC
-$90.2M
6,365,361
-31%
减持
WK
WORKIVA INC
-$90.1M
1,176,915
-17%
减持
MPWR
MONOLITHIC PWR SYS INC
-$86.4M
772,908
-2%
增持
SLB
SCHLUMBERGER LTD
-$84.7M
16,314,429
+1%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$82.4M
2,283,863
-6%
增持
MTCH
MATCH GROUP INC NEW
-$80.6M
2,816,252
+11%
清仓
VMC
VULCAN MATLS CO
-$80.0M
0
-100%
增持
—
CATALENT INC
+$79.5M
5,232,772
+20%
减持
TYL
TYLER TECHNOLOGIES INC
-$79.5M
592,995
-5%
清仓
—
DISCOVERY INC
-$79.3M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$79.2M
562,885
+37%
增持
BILL
BILL COM HLDGS INC
-$78.3M
846,040
+12%
增持
VEEV
VEEVA SYS INC
+$73.8M
8,830,170
+12%
减持
MRSH
MARSH & MCLENNAN COS INC
-$72.3M
3,893,872
-2%
减持
—
ASML HOLDING N V
-$70.8M
276,821
-9%
建仓
FIVE
FIVE BELOW INC
+$70.0M
617,322
清仓
UAA
UNDER ARMOUR INC
-$69.9M
0
-100%
清仓
TS
TENARIS S A
-$68.9M
0
-100%
建仓
CABO
CABLE ONE INC
+$68.7M
201,224
减持
HDB
HDFC BANK LTD
-$68.7M
2,377,841
-27%
建仓
ETSY
ETSY INC
+$68.1M
929,548
清仓
ROKU
ROKU INC
-$68.1M
0
-100%
建仓
NOW
SERVICENOW INC
+$67.7M
142,285
清仓
KEX
KIRBY CORP
-$67.1M
0
-100%
建仓
BAC
BK OF AMERICA CORP
+$66.9M
2,149,874
增持
BURL
BURLINGTON STORES INC
-$65.8M
3,408,490
+17%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$65.4M
100,039
增持
PGR
PROGRESSIVE CORP
+$64.7M
9,756,976
+4%
建仓
PWR
QUANTA SVCS INC
+$64.3M
513,246
增持
ENTG
ENTEGRIS INC
-$64.2M
1,767,286
+2%
清仓
NEO
NEOGENOMICS INC
-$61.8M
0
-100%
增持
—
GLOBAL E ONLINE LTD
-$60.5M
4,470,734
+0%
减持
QTWO
Q2 HLDGS INC
-$59.6M
1,765,434
-15%
减持
LPLA
LPL FINL HLDGS INC
-$58.9M
1,186,703
-22%
减持
AAP
ADVANCE AUTO PARTS INC
-$57.4M
1,519,534
-2%
减持
NDAQ
NASDAQ INC
-$57.0M
2,033,864
-1%
建仓
VNT
VONTIER CORPORATION
+$53.8M
2,341,825
减持
MSCI
MSCI INC
-$53.8M
547,638
-1%
增持
BSX
BOSTON SCIENTIFIC CORP
-$53.7M
19,323,700
+11%
建仓
WBD
WARNER BROS DISCOVERY INC
+$52.3M
3,895,027
减持
MAR
MARRIOTT INTL INC NEW
-$51.2M
1,137,059
-3%
增持
NVST
ENVISTA HOLDINGS CORPORATION
+$49.0M
5,237,560
+67%
减持
—
RADWARE LTD
-$48.2M
3,135,371
-14%
减持
TRMB
TRIMBLE INC
-$48.1M
2,370,115
-8%
减持
SICP
SILVERGATE CAP CORP
-$48.0M
390,364
-15%
减持
VCYT
VERACYTE INC
-$47.8M
3,841,439
-15%
减持
NOV
NOV INC
-$47.0M
5,808,644
-22%
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$46.7M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$45.6M
372,735
-28%
增持
TMUS
T-MOBILE US INC
+$45.0M
2,299,830
+12%
增持
NU
NU HLDGS LTD
+$43.8M
65,597,878
+151%
减持
—
CYBERARK SOFTWARE LTD
-$43.3M
893,681
-4%
减持
BILI
BILIBILI INC
-$43.0M
3,663,604
-31%
减持
AZTA
AZENTA INC
-$42.8M
3,071,041
-4%
减持
—
AIR LEASE CORP
-$42.4M
3,218,600
-4%
增持
GPN
GLOBAL PMTS INC
-$42.4M
3,898,007
+13%
建仓
LSPD
LIGHTSPEED COMMERCE INC
+$42.4M
1,899,688
