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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 57
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VEEV
VEEVA SYS INC
-$799.5M
6,581,353
-35%
减持
ON
ON SEMICONDUCTOR CORP
-$529.8M
7,428,597
-40%
增持
DXCM
DEXCOM INC
+$524.3M
5,900,308
+165%
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
AMD
ADVANCED MICRO DEVICES INC
+$487.2M
9,482,250
+7%
增持
AMZN
AMAZON COM INC
+$439.9M
8,689,620
+25%
增持
PWR
QUANTA SVCS INC
+$432.2M
2,438,653
+385%
建仓
—
CNH INDL N V
+$384.3M
31,552,829
增持
MSFT
MICROSOFT CORP
+$357.4M
2,690,921
+30%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$344.9M
3,931,070
+434%
建仓
SPY
SPDR S&P 500 ETF TR
+$273.0M
574,300
增持
AXP
AMERICAN EXPRESS CO
+$259.2M
4,855,211
+11%
建仓
—
LIBERTY GLOBAL LTD
+$251.3M
14,141,397
减持
NEE
NEXTERA ENERGY INC
-$248.3M
3,973,383
-54%
清仓
—
LIBERTY GLOBAL PLC
-$240.7M
0
-100%
增持
SHOP
SHOPIFY INC
+$237.4M
6,416,115
+33%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$218.8M
13,698,042
减持
LOW
LOWES COS INC
-$202.1M
15,142
-98%
减持
TEAM
ATLASSIAN CORPORATION
+$202.0M
5,972,958
-1%
减持
—
ARCH CAP GROUP LTD
-$201.3M
24,894,249
-3%
增持
BNY
BANK NEW YORK MELLON CORP
+$192.2M
19,793,539
+1%
增持
—
CRH PLC
+$189.4M
2,826,501
+2427%
减持
—
AON PLC
-$189.1M
811,416
-38%
建仓
XYL
XYLEM INC
+$187.2M
1,636,995
增持
ARGX
ARGENX SE
-$182.8M
3,174,477
+12%
增持
SCHW
SCHWAB CHARLES CORP
+$179.8M
9,141,570
+12%
增持
—
GARMIN LTD
+$177.3M
7,310,112
+1%
增持
SPGI
S&P GLOBAL INC
+$175.1M
1,403,726
+16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$174.0M
484,572
-5%
增持
—
EATON CORP PLC
+$166.4M
970,426
+208%
减持
NFLX
NETFLIX INC
+$165.8M
1,824,916
-5%
减持
—
ASCENDIS PHARMA A/S
+$162.7M
5,749,227
-4%
减持
EXPE
EXPEDIA GROUP INC
+$161.5M
4,027,087
-8%
建仓
—
LIBERTY GLOBAL LTD
+$157.8M
8,463,069
清仓
—
LIBERTY GLOBAL PLC
-$154.7M
0
-100%
减持
IR
INGERSOLL RAND INC
+$152.0M
12,047,815
-2%
增持
ADBE
ADOBE INC
+$147.7M
350,380
+191%
建仓
MU
MICRON TECHNOLOGY INC
+$143.0M
1,675,351
建仓
—
AERCAP HOLDINGS NV
+$137.4M
1,848,918
减持
INTU
INTUIT
+$134.0M
1,265,511
-2%
增持
TREX
TREX CO INC
+$127.5M
4,102,402
+19%
建仓
EFX
EQUIFAX INC
+$126.8M
512,734
减持
VRSK
VERISK ANALYTICS INC
-$124.8M
737,910
-42%
清仓
—
AGILON HEALTH INC
-$120.8M
0
-100%
增持
C
CITIGROUP INC
+$118.0M
11,213,397
+1%
减持
—
ASTRAZENECA PLC
-$116.5M
815,550
-68%
减持
LULU
LULULEMON ATHLETICA INC
-$110.0M
760,250
-41%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$109.1M
9,544,835
+7%
增持
WDAY
WORKDAY INC
+$108.8M
1,511,764
+5%
减持
SLB
SCHLUMBERGER LTD
-$108.2M
6,452,662
-15%
清仓
—
AIR LEASE CORP
-$104.2M
0
-100%
增持
TWST
TWIST BIOSCIENCE CORP
+$101.5M
3,723,305
+111%
建仓
CELH
CELSIUS HLDGS INC
+$101.1M
1,854,661
清仓
—
GLOBAL E ONLINE LTD
-$100.5M
0
-100%
减持
ABNB
AIRBNB INC
-$99.5M
3,037,472
-19%
建仓
CCI
CROWN CASTLE INC
+$98.5M
855,392
减持
NU
NU HLDGS LTD
-$98.0M
54,126,402
-29%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$95.3M
0
-100%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$93.5M
1,961,063
+23%
增持
—
LAM RESEARCH CORP
+$90.7M
564,992
+1%
建仓
TXN
TEXAS INSTRS INC
+$89.9M
527,474
增持
—
SPOTIFY TECHNOLOGY S A
+$89.6M
1,400,811
+25%
建仓
UPS
UNITED PARCEL SERVICE INC
+$85.9M
546,115
减持
MPWR
MONOLITHIC PWR SYS INC
+$85.6M
709,950
-9%
建仓
NKE
NIKE INC
+$81.9M
754,646
减持
HUBS
HUBSPOT INC
-$81.3M
660,670
-30%
增持
RBLX
ROBLOX CORP
+$80.8M
3,836,746
+17%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
+$77.3M
3,455,196
+65%
减持
FDX
FEDEX CORP
-$75.9M
267,444
-51%
减持
BNTX
BIONTECH SE
-$73.0M
64,054
-91%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$70.7M
1,171,800
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$68.9M
6,163,858
-18%
减持
ROK
ROCKWELL AUTOMATION INC
-$64.9M
220,492
-53%
减持
DHR
DANAHER CORPORATION
-$64.8M
1,846,827
-7%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$63.9M
4,521,760
-18%
清仓
—
ICON PLC
-$63.7M
0
-100%
增持
FIVE
FIVE BELOW INC
+$61.7M
1,150,965
+1%
减持
META
META PLATFORMS INC
+$61.7M
3,553,155
-11%
减持
GOOGL
ALPHABET INC
+$61.2M
11,706,452
-3%
增持
EXAS
EXACT SCIENCES CORP
+$60.5M
4,470,278
+13%
增持
DPZ
DOMINOS PIZZA INC
+$58.9M
289,831
+81%
建仓
NNN
NNN REIT INC
+$55.8M
1,294,826
减持
ELV
ELEVANCE HEALTH INC
+$54.7M
2,312,653
-3%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$53.3M
0
-100%
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$52.4M
1,972,703
-30%
减持
BSX
BOSTON SCIENTIFIC CORP
+$52.3M
17,169,938
-4%
减持
AN
AUTONATION INC
-$52.3M
284,592
-55%
增持
WCC
WESCO INTL INC
+$52.0M
975,547
+19%
增持
HUBB
HUBBELL INC
+$50.1M
540,272
+33%
清仓
BL
BLACKLINE INC
-$49.6M
0
-100%
减持
—
LINDE PLC
-$48.9M
2,868,992
-13%
清仓
IT
GARTNER INC
-$48.6M
0
-100%
建仓
PATH
UIPATH INC
+$48.3M
1,943,121
减持
SNPS
SYNOPSYS INC
-$47.8M
612,776
-23%
减持
HALO
HALOZYME THERAPEUTICS INC
-$47.4M
6,689,058
-13%
增持
JBL
JABIL INC
+$46.3M
1,339,559
+37%
增持
CNI
CANADIAN NATL RY CO
+$45.7M
2,537,600
+1%
增持
LSPD
LIGHTSPEED COMMERCE INC
+$45.6M
5,297,686
+13%
增持
KO
COCA COLA CO
+$45.2M
1,382,328
+113%
清仓
KVUE
KENVUE INC
-$44.3M
0
-100%
减持
DDOG
DATADOG INC
+$44.2M
2,113,077
-9%
清仓
HRB
BLOCK H & R INC
-$42.9M
0
-100%
减持
WING
WINGSTOP INC
+$42.9M
924,124
-14%
减持
MSCI
MSCI INC
-$42.6M
234,006
-31%
减持
VIV
TELEFONICA BRASIL SA
-$42.1M
18,168,660
-36%
增持
SU
SUNCOR ENERGY INC NEW
-$42.0M
20,530,994
+1%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$41.3M
0
-100%
增持
—
CERIDIAN HCM HLDG INC
+$41.0M
4,578,247
+17%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$40.3M
75,990
增持
—
AXONICS INC
+$40.2M
1,220,889
+92%
增持
CME
CME GROUP INC
+$39.3M
643,350
+34%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$39.0M
32,145
减持
NVDA
NVIDIA CORPORATION
-$38.6M
485,508
-24%
增持
SAIA
SAIA INC
+$38.5M
817,411
+2%
建仓
A
AGILENT TECHNOLOGIES INC
+$37.0M
265,940
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$36.7M
2,071,500
+6%
增持
BABA
ALIBABA GROUP HLDG LTD
+$36.3M
726,148
+215%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$35.9M
2,191,712
+8%
减持
NICE
NICE LTD
+$35.8M
1,403,284
-2%
增持
USB
US BANCORP DEL
+$35.1M
3,188,254
+2%
减持
V
VISA INC
+$31.6M
1,514,437
-4%
减持
VMI
VALMONT INDS INC
-$31.5M
263,809
-32%
增持
NVR
NVR INC
+$31.0M
13,343
+28%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$30.9M
576,507
-2%
减持
GPN
GLOBAL PMTS INC
-$30.8M
1,630,083
-21%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$30.3M
0
-100%
增持
DECK
DECKERS OUTDOOR CORP
+$29.3M
152,626
+8%
减持
RXST
RXSIGHT INC
+$28.6M
2,395,672
-2%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$27.7M
296,480
+6%
增持
—
WOLFSPEED INC
+$27.6M
2,626,081
+16%
增持
ETSY
ETSY INC
+$27.6M
1,555,432
+2%
减持
—
CYBERARK SOFTWARE LTD
+$27.4M
639,224
-7%
减持
TDG
TRANSDIGM GROUP INC
-$27.2M
91,421
-36%
增持
DG
DOLLAR GEN CORP NEW
+$27.0M
820,989
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$26.8M
764,741
+2%
减持
RGEN
REPLIGEN CORP
+$26.2M
1,522,743
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$26.1M
932,649
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.8M
2,812,635
+1%
减持
TW
TRADEWEB MKTS INC
+$25.7M
2,737,510
-2%
减持
MKTX
MARKETAXESS HLDGS INC
+$24.8M
479,133
-11%
增持
SPXC
SPX TECHNOLOGIES INC
+$24.6M
809,824
+15%
减持
GE
GENERAL ELECTRIC CO
-$24.4M
1,787,255
-22%
清仓
UNH
UNITEDHEALTH GROUP INC
-$24.4M
0
-100%
减持
—
IMMUNOGEN INC
-$24.3M
1,172,323
-69%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$24.1M
700,485
+6%
增持
BAX
BAXTER INTL INC
+$23.2M
4,128,105
+14%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$23.0M
1,542,644
-4%
减持
UHAL/B
U HAUL HOLDING COMPANY
+$23.0M
1,368,433
-2%
增持
BAC
BANK AMERICA CORP
+$22.9M
3,296,767
+2%
建仓
TECH
BIO-TECHNE CORP
+$22.1M
285,995
增持
PCOR
PROCORE TECHNOLOGIES INC
+$21.7M
652,985
+82%
