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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 19
增持 42
减持 69
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
—
LINDE PLC
+$1.11B
3,112,289
减持
META
META PLATFORMS INC
+$518.2M
5,809,107
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$419.8M
3,907,855
-48%
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。
清仓
—
SVB FINANCIAL GROUP
-$373.8M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$351.2M
11,107,598
-23%
减持
SLB
SCHLUMBERGER LTD
-$324.6M
9,643,047
-35%
增持
INTU
INTUIT
+$321.9M
992,218
+221%
减持
—
CANADIAN PAC RY LTD
-$307.8M
5,639,208
-43%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$293.9M
5,540,872
-14%
增持
TEAM
ATLASSIAN CORPORATION
+$281.8M
5,780,797
+5%
增持
VEEV
VEEVA SYS INC
+$281.6M
10,262,249
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$280.2M
12,427,679
-14%
增持
ON
ON SEMICONDUCTOR CORP
+$270.9M
11,681,283
+5%
增持
NFLX
NETFLIX INC
+$254.0M
1,813,303
+44%
清仓
CNI
CANADIAN NATL RY CO
-$220.4M
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
+$196.7M
8,745,048
-11%
增持
BABA
ALIBABA GROUP HLDG LTD
+$189.3M
5,652,866
+28%
减持
—
ARISTA NETWORKS INC
+$181.6M
4,265,263
-3%
减持
LULU
LULULEMON ATHLETICA INC
-$175.7M
1,215,872
-37%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$174.4M
0
-100%
减持
NDAQ
NASDAQ INC
-$170.8M
3,566,719
-40%
减持
AMT
AMERICAN TOWER CORP NEW
-$168.1M
159,599
-83%
清仓
BILL
BILL COM HLDGS INC
-$168.0M
0
-100%
减持
GOOGL
ALPHABET INC
+$167.6M
13,497,633
-3%
增持
AMZN
AMAZON COM INC
+$166.4M
5,493,524
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$163.4M
808,757
+96%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$163.3M
16,469,632
+1%
减持
HUBS
HUBSPOT INC
+$159.7M
1,498,160
-10%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$158.2M
504,596
-1%
减持
—
CATALENT INC
+$155.5M
7,737,685
-1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$153.9M
1,164,709
+10%
减持
ELV
ELEVANCE HEALTH INC
-$150.3M
2,358,641
-2%
建仓
GE
GENERAL ELECTRIC CO
+$149.1M
1,559,115
清仓
GTM
ZOOMINFO TECHNOLOGIES INC
-$149.0M
0
-100%
建仓
BAX
BAXTER INTL INC
+$148.1M
3,650,180
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$147.7M
641,555
+240%
减持
MCK
MCKESSON CORP
-$143.1M
135,408
-73%
增持
MKTX
MARKETAXESS HLDGS INC
+$141.6M
403,810
+587%
减持
HALO
HALOZYME THERAPEUTICS INC
-$139.3M
6,992,189
-2%
增持
ARGX
ARGENX SE
+$138.9M
3,032,228
+16%
增持
BSX
BOSTON SCIENTIFIC CORP
+$129.9M
20,631,418
+6%
减持
ABNB
AIRBNB INC
+$116.9M
4,850,862
-15%
清仓
LPLA
LPL FINL HLDGS INC
-$115.3M
0
-100%
减持
—
ASCENDIS PHARMA A/S
-$111.3M
6,844,741
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$110.8M
1,219,119
+3417%
增持
XRAY
DENTSPLY SIRONA INC
+$106.9M
13,732,196
+1%
增持
SPGI
S&P GLOBAL INC
+$101.6M
1,116,680
+32%
减持
MPWR
MONOLITHIC PWR SYS INC
+$101.2M
812,304
-6%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$98.3M
1,404,877
减持
VIV
TELEFONICA BRASIL SA
-$97.3M
32,611,988
-32%
增持
—
SHOCKWAVE MED INC
+$92.0M
1,057,470
+58%
增持
VRSK
VERISK ANALYTICS INC
+$91.9M
782,479
+137%
建仓
ROK
ROCKWELL AUTOMATION INC
+$89.6M
305,424
增持
—
CERIDIAN HCM HLDG INC
+$89.2M
3,142,370
+43%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$86.5M
1,136,633
减持
PGR
PROGRESSIVE CORP
+$86.0M
8,697,618
-3%
增持
—
ICON PLC
+$84.1M
669,962
+120%
减持
—
LAM RESEARCH CORP
+$83.2M
924,782
-5%
建仓
PNC
PNC FINL SVCS GROUP INC
+$82.3M
647,320
增持
BSY
BENTLEY SYS INC
+$81.4M
5,248,518
+34%
建仓
—
AGILON HEALTH INC
+$80.1M
3,372,995
增持
—
GARMIN LTD
+$79.2M
6,943,506
+3%
建仓
HUBB
HUBBELL INC
+$76.8M
315,579
清仓
SBAC
SBA COMMUNICATIONS CORP NEW
-$76.7M
0
-100%
增持
EXAS
EXACT SCIENCES CORP
+$74.7M
2,687,326
+24%
清仓
MSFT
MICROSOFT CORP
-$74.1M
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$72.8M
658,085
+134%
建仓
POOL
POOL CORP
+$72.8M
212,464
减持
IR
INGERSOLL RAND INC
+$71.7M
15,252,911
-2%
建仓
USB
US BANCORP DEL
+$70.6M
1,958,937
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$66.6M
1,232,536
减持
MORN
MORNINGSTAR INC
-$65.2M
40,350
-88%
减持
SYF
SYNCHRONY FINANCIAL
-$63.4M
2,411,300
-41%
清仓
TSLA
TESLA INC
-$63.1M
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$61.4M
0
-100%
建仓
SRPT
SAREPTA THERAPEUTICS INC
+$60.4M
438,166
减持
SE
SEA LTD
+$60.0M
3,059,314
-22%
建仓
SPY
SPDR S&P 500 ETF TR
+$55.7M
135,990
增持
TREX
TREX CO INC
+$54.8M
2,793,264
+46%
增持
NICE
NICE LTD
+$54.2M
1,419,288
+1%
增持
SAIA
SAIA INC
+$52.3M
404,201
+47%
减持
SNPS
SYNOPSYS INC
+$52.1M
821,988
-1%
减持
IMO
IMPERIAL OIL LTD
-$50.1M
3,303,873
-26%
减持
ISRG
INTUITIVE SURGICAL INC
-$49.3M
33,176
-85%
建仓
FITB
FIFTH THIRD BANCORP
+$48.9M
1,834,916
增持
NOK
NOKIA CORP
+$48.2M
87,523,124
+6%
减持
DHR
DANAHER CORPORATION
-$48.1M
1,969,786
-4%
减持
ZS
ZSCALER INC
-$48.0M
4,162,027
-13%
减持
NKE
NIKE INC
-$47.7M
266,394
-61%
减持
—
ARCH CAP GROUP LTD
-$47.5M
28,100,383
-10%
清仓
BX
BLACKSTONE INC
-$47.2M
0
-100%
增持
SHOP
SHOPIFY INC
+$46.9M
2,500,942
+19%
减持
NU
NU HLDGS LTD
+$46.6M
69,509,677
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$46.4M
115,123
+218%
减持
AXP
AMERICAN EXPRESS CO
+$46.4M
4,330,039
-4%
减持
WBD
WARNER BROS DISCOVERY INC
+$46.1M
8,619,692
-3%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$45.0M
114,816
+31%
建仓
RXST
RXSIGHT INC
+$44.1M
2,646,641
清仓
COR
AMERISOURCEBERGEN CORP
-$43.2M
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
-$42.7M
20,428,636
-4%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$42.5M
1,591,365
+13%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$42.1M
285,198
-65%
清仓
AZTA
AZENTA INC
-$40.1M
0
-100%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$39.6M
1,373,319
-2%
清仓
CTVA
CORTEVA INC
-$38.0M
0
-100%
减持
MELI
MERCADOLIBRE INC
+$37.7M
202,721
-25%
减持
AAP
ADVANCE AUTO PARTS INC
-$37.4M
1,017,190
-7%
减持
—
CNH INDL N V
-$36.8M
7,891,114
-19%
清仓
CG
CARLYLE GROUP INC
-$36.4M
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$36.4M
30,443
-48%
清仓
CE
CELANESE CORP DEL
-$36.3M
0
-100%
增持
BNTX
BIONTECH SE
-$36.3M
2,610,858
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$36.0M
2,851,177
-4%
建仓
CRBG
COREBRIDGE FINL INC
+$35.1M
2,191,325
减持
LLY
LILLY ELI & CO
-$34.4M
77,523
-54%
减持
—
APTIV PLC
+$34.0M
2,563,847
-6%
增持
EL
LAUDER ESTEE COS INC
+$33.7M
1,273,710
+13%
增持
FIVE
FIVE BELOW INC
+$33.3M
1,042,075
+2%
建仓
CMA
COMERICA INC
+$32.8M
754,371
增持
FDX
FEDEX CORP
+$31.5M
558,857
+1%
减持
TW
TRADEWEB MKTS INC
+$31.0M
2,280,285
-1%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
+$30.2M
1,749,099
-2%
减持
—
GLOBAL E ONLINE LTD
+$29.8M
3,449,602
-12%
减持
DDOG
DATADOG INC
-$29.7M
1,659,852
-19%
增持
CAE
CAE INC
+$29.5M
8,422,083
+1%
减持
VMI
VALMONT INDS INC
-$29.1M
570,047
-11%
减持
—
WOLFSPEED INC
-$28.2M
1,558,416
-17%
减持
NVDA
NVIDIA CORPORATION
+$27.5M
1,235,230
-43%
减持
WING
WINGSTOP INC
+$27.4M
669,191
-4%
减持
EXPE
EXPEDIA GROUP INC
+$26.0M
4,768,886
-4%
增持
—
CLEARWATER ANALYTICS HLDGS I
+$25.9M
2,805,004
+179%
减持
DXCM
DEXCOM INC
-$25.6M
1,989,533
-12%
减持
TDY
TELEDYNE TECHNOLOGIES INC
+$25.3M
584,562
-1%
建仓
—
FIBROGEN INC
+$25.2M
1,351,230
减持
V
VISA INC
-$24.7M
2,150,567
-12%
减持
CHGG
CHEGG INC
-$24.5M
2,474,157
-3%
清仓
—
LINDE PLC
-$24.0M
0
-100%
增持
GOOG
ALPHABET INC
+$23.6M
1,432,456
+1%
清仓
LOB
LIVE OAK BANCSHARES INC
-$23.0M
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$22.4M
3,544,533
-4%
增持
CSGP
COSTAR GROUP INC
+$21.6M
4,634,274
+20%
减持
MSI
MOTOROLA SOLUTIONS INC
-$21.2M
469,437
-22%
减持
VRAYQ
VIEWRAY INC
-$21.1M
15,484,750
-7%
减持
TMUS
T-MOBILE US INC
-$21.1M
1,501,402
-12%
减持
VNT
VONTIER CORPORATION
+$20.8M
3,021,313
-5%
清仓
FRSH
FRESHWORKS INC
-$20.4M
0
-100%
清仓
GMAB
GENMAB A/S
-$20.4M
0
-100%
增持
PSA
PUBLIC STORAGE
+$20.0M
174,300
+50%
减持
—
MODEL N INC
-$19.8M
2,547,291
-2%
减持
TDG
TRANSDIGM GROUP INC
-$19.6M
173,199
-26%
