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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 15
增持 55
减持 66
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
BURL
BURLINGTON STORES INC
-$450.4M
125,000
-96%
减持
MSFT
MICROSOFT CORP
-$266.8M
2,077,766
-29%
增持
AMZN
AMAZON COM INC
+$263.5M
5,754,291
+58%
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。
增持
ON
ON SEMICONDUCTOR CORP
+$262.1M
14,869,886
+13%
减持
FIS
FIDELITY NATL INFORMATION SV
-$229.8M
3,919,885
-32%
增持
—
ATLASSIAN CORP
+$225.1M
5,695,486
+10%
增持
VEEV
VEEVA SYS INC
-$199.9M
9,393,531
+6%
增持
BNTX
BIONTECH SE
+$190.1M
2,228,913
+201%
减持
GNRC
GENERAC HLDGS INC
-$179.2M
994,336
-41%
增持
GOOGL
ALPHABET INC
-$178.8M
17,665,733
+1960%
减持
AZTA
AZENTA INC
-$173.6M
1,115,910
-64%
增持
—
SVB FINANCIAL GROUP
+$168.7M
1,413,144
+83%
减持
—
LINDE PLC
-$163.5M
72,274
-89%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$162.6M
505,220
+11%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$161.8M
318,992
减持
VIV
TELEFONICA BRASIL SA
-$153.6M
58,033,684
-11%
减持
ARGX
ARGENX SE
-$152.3M
2,828,698
-7%
清仓
PANW
PALO ALTO NETWORKS INC
-$149.8M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$144.9M
5,468,813
清仓
—
WHITE MTNS INS GROUP LTD
-$138.2M
0
-100%
增持
—
CATALENT INC
-$136.8M
5,868,803
+12%
减持
META
META PLATFORMS INC
-$133.7M
5,183,850
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$133.7M
13,626,729
+5%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$128.2M
6,702,410
+9%
增持
—
ARISTA NETWORKS INC
+$121.0M
5,826,032
+2%
增持
DHR
DANAHER CORPORATION
+$119.0M
2,457,836
+21%
增持
ABNB
AIRBNB INC
+$117.8M
6,020,960
+4%
减持
V
VISA INC
-$108.9M
2,309,476
-12%
减持
HUBS
HUBSPOT INC
-$108.1M
1,659,340
-10%
减持
LNG
CHENIERE ENERGY INC
-$107.2M
293,261
-75%
减持
BABA
ALIBABA GROUP HLDG LTD
-$101.5M
2,880,807
-1%
建仓
SNOW
SNOWFLAKE INC
+$92.3M
542,788
减持
—
CANADIAN PAC RY LTD
-$87.3M
10,882,816
-7%
增持
SCHW
SCHWAB CHARLES CORP
+$82.4M
7,661,596
+3%
增持
TSLA
TESLA INC
+$82.4M
808,956
+312%
减持
TW
TRADEWEB MKTS INC
-$82.1M
2,642,850
-22%
增持
XRAY
DENTSPLY SIRONA INC
-$80.8M
13,229,926
+4%
减持
CAE
CAE INC
-$80.4M
7,923,056
-3%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$78.7M
952,754
减持
WMS
ADVANCED DRAIN SYS INC DEL
+$77.2M
2,274,372
-0%
增持
—
GARMIN LTD
-$75.8M
6,922,720
+8%
减持
SPGI
S&P GLOBAL INC
-$75.6M
855,090
-14%
建仓
INTU
INTUIT
+$72.4M
186,921
清仓
ZTS
ZOETIS INC
-$71.3M
0
-100%
增持
GOOG
ALPHABET INC
-$70.9M
3,119,181
+1740%
增持
LULU
LULULEMON ATHLETICA INC
+$69.8M
1,963,850
+12%
增持
BNY
BANK NEW YORK MELLON CORP
-$69.7M
21,919,873
+0%
减持
C
CITIGROUP INC
-$68.9M
15,598,962
-0%
增持
ZS
ZSCALER INC
+$68.3M
1,865,180
+17%
清仓
NOW
SERVICENOW INC
-$67.7M
0
-100%
建仓
FISV
FISERV INC
+$65.0M
694,873
增持
BILL
BILL COM HLDGS INC
+$64.2M
1,187,399
+40%
减持
—
APTIV PLC
-$64.2M
4,236,340
-5%
清仓
BALL
BALL CORP
-$63.0M
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC
+$62.2M
9,957,511
+156%
减持
MTCH
MATCH GROUP INC NEW
-$61.9M
2,814,693
-0%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$61.7M
973,092
-38%
减持
LUV
SOUTHWEST AIRLS CO
-$61.3M
11,566,150
-0%
减持
SNAP
SNAP INC
-$60.9M
8,842,045
-21%
增持
BSX
BOSTON SCIENTIFIC CORP
+$59.0M
20,117,670
+4%
建仓
—
ICON PLC
+$58.9M
320,495
清仓
NYT
NEW YORK TIMES CO
-$58.5M
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$58.1M
708,979
+90%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$58.0M
17,324,713
+2%
建仓
ORCL
ORACLE CORP
+$56.8M
929,739
增持
—
LIBERTY GLOBAL PLC
-$56.2M
12,633,169
+5%
减持
—
WOLFSPEED INC
+$54.4M
1,922,539
-15%
建仓
CSGP
COSTAR GROUP INC
+$53.5M
768,069
减持
FDX
FEDEX CORP
-$51.4M
649,963
-0%
建仓
SHOP
SHOPIFY INC
+$51.4M
1,908,615
减持
—
SHOCKWAVE MED INC
+$51.2M
663,726
-5%
减持
—
LIBERTY GLOBAL PLC
-$50.8M
8,977,251
-0%
增持
ETSY
ETSY INC
+$48.6M
1,165,321
+25%
减持
NEE
NEXTERA ENERGY INC
-$48.3M
15,523,155
-5%
减持
—
ASCENDIS PHARMA A/S
+$43.6M
7,149,493
-4%
清仓
—
AVALARA INC
-$43.3M
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$42.6M
296,300
-25%
减持
GTM
ZOOMINFO TECHNOLOGIES INC
+$41.7M
4,960,037
-0%
增持
FIVE
FIVE BELOW INC
+$41.5M
810,179
+31%
清仓
HLT
HILTON WORLDWIDE HLDGS INC
-$40.8M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$40.8M
227,704
-40%
增持
—
GLOBAL E ONLINE LTD
+$39.3M
4,837,968
+8%
减持
HALO
HALOZYME THERAPEUTICS INC
-$37.8M
6,127,892
-4%
建仓
MCO
MOODYS CORP
+$37.5M
154,230
减持
LEGN
LEGEND BIOTECH CORP
-$36.5M
1,406,767
-18%
减持
WING
WINGSTOP INC
+$35.1M
702,229
-1%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$34.9M
1,516,198
-6%
增持
NDAQ
NASDAQ INC
+$34.6M
6,084,682
+199%
减持
U
UNITY SOFTWARE INC
-$33.2M
3,594,642
-10%
增持
—
LAM RESEARCH CORP
-$33.0M
889,628
+6%
减持
LNTH
LANTHEUS HLDGS INC
-$32.8M
703,270
-44%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$32.7M
915,739
+7%
增持
ELV
ELEVANCE HEALTH INC
-$31.8M
2,614,653
+3%
增持
BZ
KANZHUN LIMITED
+$31.3M
2,151,941
+1029%
清仓
SPY
SPDR S&P 500 ETF TRUST
-$30.1M
0
-100%
增持
IR
INGERSOLL RAND INC
+$29.5M
21,099,882
+1%
增持
CMCSA
COMCAST CORP NEW
-$28.9M
2,921,123
+0%
减持
RGEN
REPLIGEN CORP
+$28.5M
1,173,683
-0%
增持
MCK
MCKESSON CORP
+$28.3M
509,827
+15%
减持
NOC
NORTHROP GRUMMAN CORP
-$28.2M
439,568
-10%
增持
—
MODEL N INC
+$27.0M
3,100,904
+0%
减持
AAP
ADVANCE AUTO PARTS INC
-$26.1M
1,515,233
-0%
减持
CABO
CABLE ONE INC
-$26.0M
50,133
-75%
减持
NOVT
NOVANTA INC
-$25.9M
831,861
-17%
减持
TSN
TYSON FOODS INC
-$25.3M
974,252
-6%
建仓
—
DLOCAL LTD
+$25.3M
1,230,838
减持
MPWR
MONOLITHIC PWR SYS INC
-$25.1M
747,629
-3%
增持
WK
WORKIVA INC
+$24.3M
1,310,501
+11%
减持
MRSH
MARSH & MCLENNAN COS INC
-$24.0M
3,888,271
-0%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$23.9M
613,832
-0%
建仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$23.8M
460,471
增持
IMO
IMPERIAL OIL LTD
-$23.8M
6,329,897
+0%
减持
CNC
CENTENE CORP DEL
-$22.9M
867,897
-19%
减持
NICE
NICE LTD
-$22.2M
1,422,387
-6%
减持
BEKE
KE HLDGS INC
-$22.1M
4,653,814
-19%
增持
BILI
BILIBILI INC
-$21.9M
4,690,822
+28%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$21.7M
422,296
+46%
减持
NFLX
NETFLIX INC
+$21.6M
732,006
-15%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$21.4M
1,149,899
-8%
减持
—
AON PLC
-$21.3M
2,033,579
-3%
增持
—
CYBERARK SOFTWARE LTD
+$21.0M
902,654
+1%
减持
TREX
TREX CO INC
-$20.8M
1,925,123
-1%
减持
VNT
VONTIER CORPORATION
-$20.6M
1,986,789
-15%
建仓
NVO
NOVO-NORDISK A S
+$20.4M
204,700
增持
—
NXP SEMICONDUCTORS N V
+$20.0M
561,648
+32%
减持
HDB
HDFC BANK LTD
-$19.4M
1,905,590
-20%
清仓
OPRX
OPTIMIZERX CORP
-$19.3M
0
-100%
增持
RYAN
RYAN SPECIALTY HOLDINGS INC
+$19.0M
2,886,848
+15%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$18.9M
9,941,581
+3%
增持
PM
PHILIP MORRIS INTL INC
-$18.9M
1,199,714
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$18.8M
3,156,446
+0%
减持
CG
CARLYLE GROUP INC
-$18.1M
1,563,324
-15%
清仓
—
LIONS GATE ENTMNT CORP
-$17.8M
0
-100%
建仓
—
MONDAY COM LTD
+$17.7M
155,738
增持
AXP
AMERICAN EXPRESS CO
-$17.6M
4,750,229
+0%
增持
—
ARCH CAP GROUP LTD
+$17.5M
35,253,620
+1%
清仓
—
PS BUSINESS PKS INC CALIF
-$17.4M
0
-100%
减持
NU
NU HLDGS LTD
+$17.3M
59,686,104
-9%
减持
HRB
BLOCK H & R INC
-$17.3M
1,226,840
-38%
增持
VRAYQ
VIEWRAY INC
+$17.2M
17,242,918
+0%
减持
AN
AUTONATION INC
-$17.1M
1,279,944
-3%
减持
VMI
VALMONT INDS INC
+$16.9M
707,210
-8%
清仓
YETI
YETI HLDGS INC
-$16.8M
0
-100%
减持
PWR
QUANTA SVCS INC
-$16.8M
372,995
-27%
减持
PPLI
IAC INC
-$16.8M
707,509
-4%
增持
DV
DOUBLEVERIFY HLDGS INC
+$16.3M
2,029,516
+17%
减持
ENTG
ENTEGRIS INC
-$16.2M
1,766,098
-0%
减持
BKNG
BOOKING HOLDINGS INC
-$15.9M
68,455
-7%
增持
GKOS
GLAUKOS CORP
+$15.5M
1,965,985
+0%
清仓
—
NEVRO CORP
-$15.5M
0
-100%
