小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 52
减持 69
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$398.3M
9,373,051
-44%
减持
NEE
NEXTERA ENERGY INC
-$301.8M
8,546,663
-20%
建仓
CNI
CANADIAN NATL RY CO
+$273.2M
2,523,300
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
A
AGILENT TECHNOLOGIES INC
-$245.8M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$236.4M
735,632
-75%
减持
ZS
ZSCALER INC
-$220.9M
802,124
-66%
增持
TEAM
ATLASSIAN CORPORATION
+$214.5M
6,048,160
+1%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$209.8M
1,591,271
+57%
减持
ARGX
ARGENX SE
+$206.3M
2,828,299
-7%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$195.2M
8,335
-98%
减持
C
CITIGROUP INC
-$191.1M
11,156,329
-21%
减持
IR
INGERSOLL RAND INC
-$191.0M
12,237,919
-18%
减持
HUBS
HUBSPOT INC
-$178.0M
943,816
-22%
增持
MSFT
MICROSOFT CORP
+$169.8M
2,072,778
+46%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$167.5M
5,524,990
-2%
清仓
IMO
IMPERIAL OIL LTD
-$159.5M
0
-100%
增持
SAIA
SAIA INC
+$156.4M
802,094
+68%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$143.1M
7,486,038
+46%
减持
SPGI
S&P GLOBAL INC
-$141.2M
1,212,968
-17%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$140.2M
509,953
+2%
减持
BNTX
BIONTECH SE
-$139.3M
734,623
-64%
减持
AXP
AMERICAN EXPRESS CO
-$130.6M
4,359,058
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$128.5M
48,309
-85%
清仓
—
COOPER COS INC
-$125.2M
0
-100%
建仓
JBL
JABIL INC
+$124.3M
979,741
减持
NVDA
NVIDIA CORPORATION
-$119.0M
641,486
-32%
增持
SU
SUNCOR ENERGY INC NEW
+$114.0M
20,348,705
+2%
减持
HUBB
HUBBELL INC
-$113.3M
407,117
-44%
增持
—
SPOTIFY TECHNOLOGY S A
+$112.5M
1,123,078
+195%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$110.4M
8,933,285
-2%
增持
WCC
WESCO INTL INC
+$108.6M
818,065
+1517%
减持
LUV
SOUTHWEST AIRLS CO
-$108.0M
10,743,535
-2%
减持
—
ARCH CAP GROUP LTD
+$107.2M
25,720,132
-1%
减持
DXCM
DEXCOM INC
-$104.0M
2,227,837
-8%
减持
MPWR
MONOLITHIC PWR SYS INC
-$102.7M
784,092
-9%
清仓
ORCL
ORACLE CORP
-$98.3M
0
-100%
减持
XRAY
DENTSPLY SIRONA INC
-$97.4M
12,935,314
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
-$96.7M
8,855,930
+0%
减持
NVST
ENVISTA HOLDINGS CORPORATION
-$89.7M
1,193,218
-67%
减持
BSX
BOSTON SCIENTIFIC CORP
-$89.0M
17,809,043
-6%
增持
SHOP
SHOPIFY INC
+$88.3M
4,809,633
+78%
建仓
—
MAKEMYTRIP LIMITED MAURITIUS
+$85.0M
2,097,312
减持
EQIX
EQUINIX INC
-$83.4M
17,096
-86%
减持
META
META PLATFORMS INC
-$79.3M
3,983,740
-10%
清仓
—
LIBERTY MEDIA CORP DEL
-$78.0M
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$77.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$76.8M
6,925,542
+12%
清仓
CEG
CONSTELLATION ENERGY CORP
-$76.3M
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$72.7M
141,467
减持
SE
SEA LTD
-$71.4M
3,711,078
-8%
减持
VMI
VALMONT INDS INC
-$70.1M
387,556
-31%
建仓
DKNG
DRAFTKINGS INC NEW
+$69.1M
2,346,148
增持
TW
TRADEWEB MKTS INC
+$68.5M
2,781,031
+23%
建仓
—
EATON CORP PLC
+$67.3M
315,571
减持
SCHW
SCHWAB CHARLES CORP
-$66.8M
8,181,259
-10%
减持
EXPE
EXPEDIA GROUP INC
-$66.8M
4,364,108
-8%
减持
BA
BOEING CO
-$65.3M
246,102
-54%
建仓
FWONK
LIBERTY MEDIA CORP DEL
+$64.3M
1,032,403
建仓
—
ICON PLC
+$63.7M
258,535
增持
WING
WINGSTOP INC
+$62.7M
1,079,939
+64%
增持
EXAS
EXACT SCIENCES CORP
-$62.4M
3,961,514
+12%
建仓
NVR
NVR INC
+$62.4M
10,459
减持
BNY
BANK NEW YORK MELLON CORP
-$62.0M
19,649,377
-3%
建仓
ADBE
ADOBE INC
+$61.3M
120,275
建仓
DPZ
DOMINOS PIZZA INC
+$60.6M
159,987
清仓
EFX
EQUIFAX INC
-$53.8M
0
-100%
减持
ABNB
AIRBNB INC
-$53.5M
3,739,218
-15%
减持
MELI
MERCADOLIBRE INC
-$52.9M
160,690
-26%
减持
KVUE
KENVUE INC
-$51.5M
2,206,335
-39%
建仓
WAT
WATERS CORP
+$50.4M
183,686
增持
ELV
ELEVANCE HEALTH INC
+$50.2M
2,379,046
+7%
增持
RGEN
REPLIGEN CORP
+$49.6M
1,556,873
+11%
减持
—
KORNIT DIGITAL LTD
-$49.6M
4,295,641
-4%
增持
WDAY
WORKDAY INC
+$49.4M
1,435,861
+25%
增持
—
SHOCKWAVE MED INC
-$49.2M
1,398,136
+22%
增持
NICE
NICE LTD
-$49.0M
1,436,177
+1%
建仓
IT
GARTNER INC
+$48.6M
141,481
增持
DG
DOLLAR GEN CORP NEW
+$44.0M
799,466
+235%
减持
DV
DOUBLEVERIFY HLDGS INC
-$44.0M
1,484,363
-32%
减持
SLB
SCHLUMBERGER LTD
+$43.6M
7,615,317
-7%
减持
—
ARISTA NETWORKS INC
-$41.3M
2,797,812
-18%
减持
—
GLOBAL E ONLINE LTD
-$41.1M
2,528,185
-27%
减持
FIVE
FIVE BELOW INC
-$40.9M
1,141,128
-0%
减持
BAX
BAXTER INTL INC
-$40.5M
3,614,979
-7%
清仓
—
MONDAY COM LTD
-$39.9M
0
-100%
增持
—
GRAB HOLDINGS LIMITED
+$39.7M
22,370,805
+95%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$39.0M
866,154
+74%
增持
NFLX
NETFLIX INC
-$39.0M
1,914,033
+11%
增持
CSGP
COSTAR GROUP INC
-$39.0M
5,569,718
+6%
减持
BL
BLACKLINE INC
-$39.0M
893,674
-46%
减持
TDG
TRANSDIGM GROUP INC
-$38.7M
141,899
-20%
减持
LLY
ELI LILLY & CO
-$38.0M
45,602
-66%
清仓
INSP
INSPIRE MED SYS INC
-$36.3M
0
-100%
建仓
—
AXONICS INC
+$35.7M
636,931
增持
RBLX
ROBLOX CORP
+$35.7M
3,267,763
+123%
减持
ISRG
INTUITIVE SURGICAL INC
-$35.4M
41,587
-70%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$34.7M
1,128,382
+29%
减持
PZZA
PAPA JOHNS INTL INC
-$33.2M
316,425
-57%
减持
LOW
LOWES COS INC
-$32.6M
988,662
-6%
减持
NOVT
NOVANTA INC
-$32.3M
661,501
-4%
减持
GOOGL
ALPHABET INC
+$32.0M
12,028,568
-7%
增持
—
WOLFSPEED INC
-$31.2M
2,273,472
+7%
减持
GKOS
GLAUKOS CORP
-$31.1M
1,344,581
-28%
增持
AJG
GALLAGHER ARTHUR J & CO
+$29.6M
924,844
+12%
建仓
PODD
INSULET CORP
+$29.5M
184,684
减持
INTU
INTUIT
+$29.3M
1,285,907
-6%
减持
FND
FLOOR & DECOR HLDGS INC
-$28.5M
466,411
-31%
增持
—
LINDE PLC
-$26.9M
3,295,967
+0%
增持
TYL
TYLER TECHNOLOGIES INC
-$26.5M
901,521
+0%
增持
ETSY
ETSY INC
-$26.3M
1,524,871
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$26.2M
828,133
-26%
增持
HALO
HALOZYME THERAPEUTICS INC
+$25.6M
7,712,874
+3%
增持
—
AON PLC
-$25.1M
1,311,515
+1%
增持
—
GARMIN LTD
+$25.0M
7,246,834
+2%
增持
—
CERIDIAN HCM HLDG INC
+$25.0M
3,924,755
+9%
减持
ALGM
ALLEGRO MICROSYSTEMS INC
-$24.7M
1,647,794
-4%
减持
SNOW
SNOWFLAKE INC
-$24.3M
495,755
-13%
增持
ECL
ECOLAB INC
+$23.5M
520,620
+50%
增持
CALX
CALIX INC
+$23.3M
1,074,175
+107%
减持
VEEV
VEEVA SYS INC
-$23.2M
10,157,468
-4%
清仓
NKE
NIKE INC
-$23.1M
0
-100%
增持
SPXC
SPX TECHNOLOGIES INC
+$23.1M
703,026
+75%
增持
—
ERMENEGILDO ZEGNA N V
+$21.9M
3,935,129
+52%
增持
GOOG
ALPHABET INC
+$21.7M
1,400,419
+4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$21.4M
585,841
-8%
增持
—
MODEL N INC
-$21.3M
3,310,207
+15%
减持
ROK
ROCKWELL AUTOMATION INC
-$21.3M
466,399
-1%
清仓
GNRC
GENERAC HLDGS INC
-$21.0M
0
-100%
增持
SNAP
SNAP INC
-$20.4M
8,267,765
+4%
减持
PGR
PROGRESSIVE CORP
+$20.3M
6,569,306
-3%
减持
ADI
ANALOG DEVICES INC
-$20.1M
568,711
-7%
建仓
HSIC
HENRY SCHEIN INC
+$19.9M
267,533
增持
MKTX
MARKETAXESS HLDGS INC
-$19.8M
540,927
+4%
减持
OMC
OMNICOM GROUP INC
-$19.2M
585,376
-11%
增持
ON
ON SEMICONDUCTOR CORP
-$18.7M
12,375,416
+0%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$18.2M
1,613,429
-3%
减持
VIV
TELEFONICA BRASIL SA
-$18.2M
28,169,022
-1%
减持
MYGN
MYRIAD GENETICS INC
-$18.1M
2,537,147
-0%
减持
AN
AUTONATION INC
-$17.8M
627,579
-8%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$17.8M
1,962,625
+22%
增持
FTV
FORTIVE CORP
+$17.5M
3,294,446
+9%
减持
—
LAM RESEARCH CORP
-$17.2M
561,349
-2%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$17.0M
1,276,424
增持
BSY
BENTLEY SYS INC
-$16.7M
5,446,498
+2%
减持
SNPS
SYNOPSYS INC
+$16.4M
791,652
-1%
增持
NVO
NOVO-NORDISK A S
+$16.3M
1,569,542
+101%
增持
EL
LAUDER ESTEE COS INC
-$16.2M
669,077
+16%
增持
PWR
QUANTA SVCS INC
+$16.2M
502,867
+27%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$16.0M
660,045
+7%
减持
NOV
NOV INC
+$15.9M
3,673,225
-3%
