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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 21
增持 59
减持 45
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
BABA
ALIBABA GROUP HLDG LTD
-$558.3M
231,765
-96%
清仓
—
CATALENT INC
-$508.4M
0
-100%
建仓
MSFT
MICROSOFT CORP
+$484.7M
1,423,225
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
—
CANADIAN PAC RY LTD
-$434.0M
0
-100%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$413.5M
5,120,294
减持
PGR
PROGRESSIVE CORP
-$349.5M
6,759,512
-22%
增持
SCHW
SCHWAB CHARLES CORP
+$311.3M
9,103,386
+133%
清仓
—
APTIV PLC
-$287.6M
0
-100%
建仓
WDAY
WORKDAY INC
+$259.1M
1,146,931
增持
AMZN
AMAZON COM INC
+$236.1M
6,163,933
+12%
增持
NU
NU HLDGS LTD
+$229.6M
71,031,377
+2%
减持
UNH
UNITEDHEALTH GROUP INC
-$229.3M
318,057
-61%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$212.4M
502,276
-0%
减持
TMUS
T-MOBILE US INC
-$211.7M
41,537
-97%
减持
AMD
ADVANCED MICRO DEVICES INC
-$210.8M
8,842,286
-29%
增持
ON
ON SEMICONDUCTOR CORP
+$207.4M
12,360,250
+6%
增持
VEEV
VEEVA SYS INC
+$203.7M
10,568,726
+3%
减持
EL
LAUDER ESTEE COS INC
-$201.0M
575,089
-55%
增持
SPGI
S&P GLOBAL INC
+$199.4M
1,457,756
+31%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$186.9M
2,975,668
+144%
增持
INTU
INTUIT
+$185.4M
1,370,006
+38%
减持
GPN
GLOBAL PMTS INC
-$181.3M
2,298,935
-41%
减持
NDAQ
NASDAQ INC
-$180.1M
299,268
-92%
减持
—
ASCENDIS PHARMA A/S
-$178.5M
6,222,451
-9%
增持
HUBB
HUBBELL INC
+$164.1M
726,462
+130%
减持
—
ARISTA NETWORKS INC
-$160.1M
3,430,286
-20%
增持
VRSK
VERISK ANALYTICS INC
+$151.7M
1,335,229
+71%
增持
EXAS
EXACT SCIENCES CORP
+$150.4M
3,542,744
+32%
增持
CSGP
COSTAR GROUP INC
+$148.2M
5,249,758
+13%
增持
—
LINDE PLC
+$147.9M
3,290,946
+6%
清仓
—
ICON PLC
-$143.1M
0
-100%
减持
GOOGL
ALPHABET INC
+$142.0M
12,883,026
-5%
减持
ZS
ZSCALER INC
-$140.5M
2,362,977
-43%
减持
NFLX
NETFLIX INC
+$135.3M
1,729,281
-5%
增持
SU
SUNCOR ENERGY INC NEW
+$135.2M
19,971,205
+38%
清仓
SBUX
STARBUCKS CORP
-$135.1M
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$134.3M
0
-100%
清仓
AAP
ADVANCE AUTO PARTS INC
-$123.7M
0
-100%
减持
V
VISA INC
-$122.1M
1,527,422
-29%
减持
—
LAM RESEARCH CORP
-$121.2M
574,046
-38%
清仓
—
CNH INDL N V
-$120.5M
0
-100%
增持
TYL
TYLER TECHNOLOGIES INC
+$113.2M
899,596
+22%
建仓
BA
BOEING CO
+$112.4M
532,493
减持
BNTX
BIONTECH SE
-$106.1M
2,030,282
-22%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$103.4M
617,288
增持
GE
GENERAL ELECTRIC CO
+$100.9M
2,275,309
+46%
减持
ELV
ELEVANCE HEALTH INC
-$98.9M
2,218,522
-6%
增持
—
SHOCKWAVE MED INC
+$98.3M
1,147,784
+9%
建仓
EQIX
EQUINIX INC
+$95.8M
122,237
建仓
KVUE
KENVUE INC
+$95.8M
3,626,547
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$90.0M
3,633,613
-30%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$85.3M
2,015,701
+43%
增持
DDOG
DATADOG INC
+$84.6M
2,085,837
+26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.6M
2,826,825
-1%
减持
IR
INGERSOLL RAND INC
+$83.3M
14,852,500
-3%
增持
DXCM
DEXCOM INC
+$80.7M
2,426,385
+22%
建仓
—
LIBERTY MEDIA CORP DEL
+$78.0M
1,036,638
减持
MSCI
MSCI INC
-$77.6M
356,822
-19%
增持
TREX
TREX CO INC
+$73.9M
3,201,016
+15%
减持
SLB
SCHLUMBERGER LTD
-$73.1M
8,150,604
-15%
减持
MRSH
MARSH & MCLENNAN COS INC
+$72.1M
3,522,049
-1%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$71.0M
16,732,164
+2%
增持
LULU
LULULEMON ATHLETICA INC
+$70.6M
1,356,424
+12%
清仓
SYF
SYNCHRONY FINANCIAL
-$70.1M
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$67.4M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$66.7M
4,483,160
+4%
清仓
APD
AIR PRODS & CHEMS INC
-$66.6M
0
-100%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$66.6M
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$66.4M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$65.0M
469,344
+54%
减持
NEE
NEXTERA ENERGY INC
-$64.7M
10,666,133
-4%
建仓
ECL
ECOLAB INC
+$64.7M
346,640
增持
BSY
BENTLEY SYS INC
+$64.3M
5,346,291
+2%
清仓
DLTR
DOLLAR TREE INC
-$63.9M
0
-100%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$62.9M
483,076
-17%
建仓
HWM
HOWMET AEROSPACE INC
+$62.5M
1,260,296
清仓
MRVL
MARVELL TECHNOLOGY INC
-$61.9M
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$61.2M
381,123
建仓
RBLX
ROBLOX CORP
+$58.9M
1,462,196
增持
MPWR
MONOLITHIC PWR SYS INC
+$58.4M
860,669
+6%
增持
—
IMMUNOGEN INC
+$58.1M
3,725,921
+17%
清仓
SPY
SPDR S&P 500 ETF TR
-$55.7M
0
-100%
增持
AJG
GALLAGHER ARTHUR J & CO
+$55.3M
825,417
+25%
减持
NVDA
NVIDIA CORPORATION
+$54.9M
940,873
-24%
增持
ARGX
ARGENX SE
+$54.4M
3,038,383
+0%
增持
SHOP
SHOPIFY INC
+$54.3M
2,695,860
+8%
减持
EXPE
EXPEDIA GROUP INC
+$53.9M
4,722,743
-1%
建仓
EFX
EQUIFAX INC
+$53.8M
228,841
增持
POOL
POOL CORP
+$53.7M
337,600
+59%
增持
SAIA
SAIA INC
+$53.4M
477,063
+18%
增持
FTV
FORTIVE CORP
+$49.1M
3,034,042
+16%
增持
—
KORNIT DIGITAL LTD
+$48.6M
4,456,013
+5%
减持
VRAYQ
VIEWRAY INC
-$48.5M
14,553,186
-6%
清仓
MCK
MCKESSON CORP
-$48.2M
0
-100%
增持
NOK
NOKIA CORP
-$48.0M
91,773,294
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$47.1M
497,397
+466%
增持
NVO
NOVO-NORDISK A S
+$47.0M
781,468
+56%
增持
CI
THE CIGNA GROUP
+$45.6M
390,042
+56%
减持
META
META PLATFORMS INC
+$44.1M
4,443,729
-24%
建仓
BIO
BIO RAD LABS INC
+$43.1M
113,589
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$42.9M
9,139,490
+5%
增持
LUV
SOUTHWEST AIRLS CO
+$41.1M
11,013,072
+0%
建仓
DG
DOLLAR GEN CORP NEW
+$40.6M
238,968
增持
KO
COCA COLA CO
+$40.5M
676,028
+18874%
清仓
CHGG
CHEGG INC
-$40.3M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$39.1M
139,201
+320%
增持
—
AGILON HEALTH INC
+$38.5M
6,842,290
+103%
减持
GKOS
GLAUKOS CORP
+$38.4M
1,858,292
-1%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$38.2M
103,238
减持
ABNB
AIRBNB INC
-$36.9M
4,420,904
-9%
增持
—
GARMIN LTD
+$36.6M
7,070,324
+2%
增持
LLY
LILLY ELI & CO
+$35.9M
133,290
+72%
减持
—
ARCH CAP GROUP LTD
+$35.8M
25,958,385
-8%
减持
BILI
BILIBILI INC
-$35.0M
3,646,309
-5%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$34.4M
5,613,694
+1%
清仓
OPCH
OPTION CARE HEALTH INC
-$34.4M
0
-100%
清仓
NTRS
NORTHERN TR CORP
-$34.2M
0
-100%
建仓
SPXC
SPX TECHNOLOGIES INC
+$34.2M
401,942
减持
U
UNITY SOFTWARE INC
-$33.3M
1,433,362
-51%
建仓
—
ERMENEGILDO ZEGNA N V
+$32.8M
2,589,629
清仓
AMT
AMERICAN TOWER CORP NEW
-$32.6M
0
-100%
增持
TWST
TWIST BIOSCIENCE CORP
+$32.0M
1,818,153
+428%
增持
USB
US BANCORP DEL
+$32.0M
3,105,262
+59%
增持
NICE
NICE LTD
-$31.7M
1,419,664
+0%
减持
—
AON PLC
+$30.9M
1,304,422
-2%
增持
TDG
TRANSDIGM GROUP INC
+$30.7M
177,122
+2%
增持
—
GLOBAL E ONLINE LTD
+$30.4M
3,458,507
+0%
增持
SE
SEA LTD
-$30.3M
4,040,204
+32%
减持
SNPS
SYNOPSYS INC
+$29.5M
796,858
-3%
增持
BAX
BAXTER INTL INC
+$28.9M
3,883,105
+6%
减持
BNY
BANK NEW YORK MELLON CORP
-$28.2M
20,217,138
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$26.5M
8,264,953
-4%
建仓
CALX
CALIX INC
+$26.0M
520,172
增持
—
LIBERTY GLOBAL PLC
-$25.7M
13,941,137
+4%
减持
TW
TRADEWEB MKTS INC
-$25.7M
2,256,435
-1%
清仓
—
FIBROGEN INC
-$25.2M
0
-100%
减持
BL
BLACKLINE INC
-$24.5M
1,644,906
-2%
清仓
BCRX
BIOCRYST PHARMACEUTICALS INC
-$23.7M
0
-100%
建仓
DUOL
DUOLINGO INC
+$23.3M
163,316
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$23.0M
639,796
-0%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$22.7M
833,831
-1%
增持
MKTX
MARKETAXESS HLDGS INC
-$22.6M
517,857
+28%
清仓
—
LESLIES INC
-$22.6M
0
-100%
减持
—
LIBERTY GLOBAL PLC
-$22.3M
8,212,681
-1%
增持
A
AGILENT TECHNOLOGIES INC
-$22.0M
2,044,240
+6%
增持
ETSY
ETSY INC
-$21.7M
1,474,140
+12%
建仓
GNRC
GENERAC HLDGS INC
+$21.0M
140,667
减持
VMI
VALMONT INDS INC
-$18.8M
560,630
-2%
清仓
LNG
CHENIERE ENERGY INC
-$18.6M
0
-100%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$18.2M
1,661,739
+46%
