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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 48
减持 73
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
—
ATLASSIAN CORP
-$1.20B
0
-100%
建仓
TEAM
ATLASSIAN CORPORATION
+$707.7M
5,499,994
减持
GOOGL
ALPHABET INC
-$457.2M
13,969,220
-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
MSFT
MICROSOFT CORP
-$409.8M
309,133
-85%
减持
—
ARCH CAP GROUP LTD
+$349.2M
31,134,836
-12%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$296.2M
0
-100%
减持
AMZN
AMAZON COM INC
-$249.2M
4,774,030
-17%
增持
CSGP
COSTAR GROUP INC
+$243.9M
3,848,835
+401%
减持
ON
ON SEMICONDUCTOR CORP
-$236.2M
11,073,967
-26%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$234.7M
6,466,172
-4%
增持
ZS
ZSCALER INC
+$227.7M
4,774,237
+156%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$216.8M
806,480
-65%
减持
SLB
SCHLUMBERGER LTD
+$211.7M
14,927,759
-9%
增持
NFLX
NETFLIX INC
+$200.1M
1,262,926
+73%
清仓
GNRC
GENERAC HLDGS INC
-$177.1M
0
-100%
减持
GOOG
ALPHABET INC
-$174.5M
1,413,266
-55%
增持
HALO
HALOZYME THERAPEUTICS INC
+$164.0M
7,140,953
+17%
增持
BABA
ALIBABA GROUP HLDG LTD
+$157.9M
4,408,615
+53%
减持
TSLA
TESLA INC
-$151.5M
512,250
-37%
建仓
—
ASTRAZENECA PLC
+$151.0M
2,227,057
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$149.2M
9,840,258
-1%
清仓
ENTG
ENTEGRIS INC
-$146.6M
0
-100%
减持
ABNB
AIRBNB INC
-$145.9M
5,690,392
-5%
清仓
UBER
UBER TECHNOLOGIES INC
-$144.9M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$141.8M
36,233
-89%
减持
NOC
NORTHROP GRUMMAN CORP
-$137.6M
126,654
-71%
建仓
SBUX
STARBUCKS CORP
+$133.1M
1,341,289
增持
DXCM
DEXCOM INC
+$131.9M
2,267,548
+46%
减持
—
AON PLC
-$131.0M
1,378,530
-32%
清仓
TRMB
TRIMBLE INC
-$128.3M
0
-100%
增持
EL
LAUDER ESTEE COS INC
+$127.1M
1,129,297
+59%
减持
BNY
BANK NEW YORK MELLON CORP
+$126.6M
21,330,767
-3%
减持
—
ARISTA NETWORKS INC
-$123.3M
4,403,454
-24%
减持
BSX
BOSTON SCIENTIFIC CORP
+$123.1M
19,500,499
-3%
增持
—
CERIDIAN HCM HLDG INC
+$111.1M
2,196,191
+312%
减持
—
ASCENDIS PHARMA A/S
+$106.9M
6,920,356
-3%
增持
—
SVB FINANCIAL GROUP
-$100.7M
1,624,103
+15%
增持
V
VISA INC
+$99.2M
2,452,482
+6%
增持
A
AGILENT TECHNOLOGIES INC
+$98.0M
1,892,439
+24%
减持
IR
INGERSOLL RAND INC
-$97.1M
15,611,586
-26%
减持
VIV
TELEFONICA BRASIL SA
-$92.2M
48,141,789
-17%
增持
BSY
BENTLEY SYS INC
+$90.8M
3,903,005
+123%
减持
LPLA
LPL FINL HLDGS INC
-$90.4M
533,453
-43%
减持
DHR
DANAHER CORPORATION
-$90.2M
2,051,827
-17%
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$87.9M
1,598,527
减持
UHAL
U HAUL HOLDING COMPANY
-$86.7M
181,686
-5%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$84.6M
0
-100%
增持
—
LAM RESEARCH CORP
+$81.5M
968,519
+9%
建仓
NKE
NIKE INC
+$80.4M
687,126
清仓
EW
EDWARDS LIFESCIENCES CORP
-$78.7M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$78.4M
2,159,881
+11%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$77.8M
1,395,746
+231%
减持
—
APTIV PLC
-$77.7M
2,723,026
-36%
减持
AAP
ADVANCE AUTO PARTS INC
-$75.8M
1,095,465
-28%
增持
AMD
ADVANCED MICRO DEVICES INC
+$74.5M
14,480,077
+6%
减持
SCHW
SCHWAB CHARLES CORP
+$73.9M
7,500,617
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$73.5M
2,966,404
-6%
减持
MTCH
MATCH GROUP INC NEW
-$73.0M
1,479,481
-47%
增持
EXAS
EXACT SCIENCES CORP
+$72.9M
2,171,093
+104%
增持
—
CATALENT INC
-$71.7M
7,842,308
+34%
减持
CNI
CANADIAN NATL RY CO
-$71.5M
1,855,464
-31%
建仓
CEG
CONSTELLATION ENERGY CORP
+$71.5M
829,029
减持
TMUS
T-MOBILE US INC
-$71.5M
1,703,824
-26%
增持
FIVE
FIVE BELOW INC
+$69.8M
1,025,362
+27%
减持
LULU
LULULEMON ATHLETICA INC
+$69.5M
1,930,432
-2%
减持
—
WOLFSPEED INC
-$69.3M
1,873,921
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$67.2M
412,714
-27%
减持
—
GARMIN LTD
+$65.5M
6,734,133
-3%
建仓
LLY
LILLY ELI & CO
+$61.0M
166,775
增持
BNTX
BIONTECH SE
+$60.9M
2,406,700
+8%
建仓
ISRG
INTUITIVE SURGICAL INC
+$57.8M
217,834
减持
GTM
ZOOMINFO TECHNOLOGIES INC
-$57.7M
4,947,189
-0%
建仓
SAIA
SAIA INC
+$57.7M
274,967
增持
XRAY
DENTSPLY SIRONA INC
+$57.4M
13,582,284
+3%
清仓
QTWO
Q2 HLDGS INC
-$56.3M
0
-100%
减持
IMO
IMPERIAL OIL LTD
-$56.0M
4,477,066
-29%
增持
VEEV
VEEVA SYS INC
+$55.7M
9,942,231
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$55.4M
507,232
+0%
建仓
APD
AIR PRODS & CHEMS INC
+$55.2M
179,096
清仓
CSCO
CISCO SYS INC
-$54.2M
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$53.1M
281,472
建仓
MRVL
MARVELL TECHNOLOGY INC
+$51.2M
1,382,103
减持
—
STORE CAP CORP
-$50.3M
7,544
-100%
减持
—
GLOBAL E ONLINE LTD
-$48.1M
3,941,838
-19%
增持
INTU
INTUIT
+$48.1M
309,574
+66%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$47.9M
212,290
+1%
增持
—
SHOCKWAVE MED INC
-$47.2M
667,834
+1%
减持
ELV
ELEVANCE HEALTH INC
+$47.1M
2,407,143
-8%
增持
PWR
QUANTA SVCS INC
+$47.0M
663,561
+78%
减持
EXPE
EXPEDIA GROUP INC
-$46.6M
4,985,144
-3%
增持
NVO
NOVO-NORDISK A S
+$46.6M
494,987
+142%
减持
—
CNH INDL N V
+$46.5M
9,797,440
-1%
减持
GPN
GLOBAL PMTS INC
-$45.0M
3,958,725
-2%
增持
—
LIBERTY GLOBAL PLC
+$44.6M
12,759,828
+1%
增持
ETSY
ETSY INC
+$43.3M
1,335,534
+15%
建仓
WAFD
WASHINGTON FED INC
+$42.2M
1,257,690
增持
CAE
CAE INC
+$39.5M
8,323,525
+5%
建仓
—
GRAB HOLDINGS LIMITED
+$38.6M
11,985,828
增持
TYL
TYLER TECHNOLOGIES INC
+$36.6M
750,464
+27%
减持
SHEL
SHELL PLC
-$35.1M
34,569
-95%
增持
HUBS
HUBSPOT INC
+$34.4M
1,669,218
+1%
增持
MPWR
MONOLITHIC PWR SYS INC
+$33.7M
863,675
+16%
减持
LOW
LOWES COS INC
-$32.7M
1,198,642
-17%
减持
MRSH
MARSH & MCLENNAN COS INC
+$32.2M
3,702,571
-5%
增持
EXPD
EXPEDITORS INTL WASH INC
+$32.2M
527,802
+106%
减持
WBD
WARNER BROS DISCOVERY INC
-$30.5M
8,863,029
-11%
减持
LNG
CHENIERE ENERGY INC
-$30.3M
122,087
-58%
清仓
SICP
SILVERGATE CAP CORP
-$29.2M
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$29.0M
590,599
-4%
增持
VNT
VONTIER CORPORATION
+$28.6M
3,197,102
+61%
减持
CI
CIGNA CORP NEW
-$28.5M
233,955
-39%
减持
—
CYBERARK SOFTWARE LTD
-$27.8M
829,710
-8%
减持
LNTH
LANTHEUS HLDGS INC
-$27.7M
426,842
-39%
减持
AXP
AMERICAN EXPRESS CO
+$27.0M
4,520,133
-5%
减持
VCYT
VERACYTE INC
+$26.1M
3,761,031
-1%
减持
STAA
STAAR SURGICAL CO
-$25.6M
236,387
-55%
清仓
—
DLOCAL LTD
-$25.3M
0
-100%
清仓
CMRC
BIGCOMMERCE HLDGS INC
-$24.7M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$24.3M
1,060,804
+16%
减持
TDG
TRANSDIGM GROUP INC
+$23.9M
233,908
-1%
减持
FRCB
FIRST REP BK SAN FRANCISCO C
-$23.5M
1,431,001
-6%
减持
MSCI
MSCI INC
+$23.1M
545,935
-0%
增持
—
AVIDITY BIOSCIENCES INC
+$22.5M
1,300,976
+233%
减持
SPGI
S&P GLOBAL INC
+$22.3M
846,136
-1%
增持
MSI
MOTOROLA SOLUTIONS INC
+$22.3M
603,632
+1%
减持
CTVA
CORTEVA INC
-$22.2M
645,929
-39%
减持
RGEN
REPLIGEN CORP
-$21.9M
1,167,843
-0%
减持
C
CITIGROUP INC
+$21.9M
14,854,333
-5%
增持
NU
NU HLDGS LTD
+$21.7M
69,848,979
+17%
增持
SHOP
SHOPIFY INC
+$21.6M
2,103,864
+10%
减持
GKOS
GLAUKOS CORP
-$21.5M
1,904,569
-3%
增持
CABO
CABLE ONE INC
+$21.4M
90,156
+80%
减持
VMI
VALMONT INDS INC
+$21.1M
638,333
-10%
增持
—
MEDTRONIC PLC
+$21.0M
1,133,315
+36%
减持
NDAQ
NASDAQ INC
+$21.0M
5,963,202
-2%
减持
AN
AUTONATION INC
-$20.9M
1,020,812
-20%
清仓
—
BTRS HOLDINGS INC
-$20.7M
0
-100%
减持
NOK
NOKIA CORP
+$20.6M
82,227,018
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$20.5M
1,604,923
+40%
增持
ORCL
ORACLE CORP
+$20.4M
943,919
+2%
清仓
EVO
EVOTEC AG
-$20.1M
0
-100%
减持
—
COOPER COS INC
+$20.0M
333,134
-2%
减持
MCO
MOODYS CORP
-$19.7M
63,758
-59%
增持
DDOG
DATADOG INC
-$19.2M
2,045,562
+7%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$19.0M
877,177
-13%
减持
MYGN
MYRIAD GENETICS INC
-$18.9M
2,218,357
-17%
减持
VREX
VAREX IMAGING CORP
-$18.6M
876,632
-49%
增持
CMCSA
COMCAST CORP NEW
+$18.4M
2,975,356
+2%
增持
MCK
MCKESSON CORP
+$18.0M
509,875
+0%
减持
—
FABRINET
+$17.6M
862,443
-11%
