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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 22
增持 44
减持 66
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
HSIC
HENRY SCHEIN INC
+$436.1M
6,067,774
+1972%
减持
TEAM
ATLASSIAN CORPORATION
-$434.9M
5,052,671
-15%
减持
—
ARCH CAP GROUP LTD
+$433.5M
24,691,077
-1%
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
XRAY
DENTSPLY SIRONA INC
-$395.9M
1,952,128
-85%
清仓
LULU
LULULEMON ATHLETICA INC
-$388.7M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$361.3M
5,660,510
+44%
增持
XYL
XYLEM INC
+$348.5M
4,145,233
+153%
增持
SCHW
SCHWAB CHARLES CORP
+$311.0M
12,992,898
+42%
减持
AMD
ADVANCED MICRO DEVICES INC
-$255.8M
6,327,100
-33%
增持
SU
SUNCOR ENERGY INC NEW
+$242.1M
24,371,219
+19%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$238.2M
463,180
-4%
增持
NVDA
NVIDIA CORPORATION
+$229.0M
519,587
+7%
清仓
GE
GENERAL ELECTRIC CO
-$228.1M
0
-100%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$218.8M
0
-100%
增持
—
SHOCKWAVE MED INC
+$213.2M
1,529,853
+2%
减持
SLB
SCHLUMBERGER LTD
-$211.4M
2,268,779
-65%
清仓
ADBE
ADOBE INC
-$209.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$196.8M
145,600
-75%
减持
AXP
AMERICAN EXPRESS CO
+$193.9M
4,846,409
-0%
减持
NU
NU HLDGS LTD
+$186.5M
53,423,699
-1%
减持
MPWR
MONOLITHIC PWR SYS INC
-$185.5M
387,206
-45%
减持
SPGI
S&P GLOBAL INC
-$182.7M
1,024,108
-27%
建仓
DASH
DOORDASH INC
+$181.4M
1,317,200
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$179.2M
2,811,673
-0%
减持
AMZN
AMAZON COM INC
+$174.8M
8,288,383
-5%
减持
PGR
PROGRESSIVE CORP
+$167.8M
5,261,583
-9%
建仓
—
GENERAL ELECTRIC CO
+$164.7M
1,120,071
增持
—
SPOTIFY TECHNOLOGY S A
+$163.9M
1,618,649
+16%
增持
ECL
ECOLAB INC
+$161.5M
996,320
+188%
增持
DHR
DANAHER CORPORATION
+$158.5M
2,345,721
+27%
增持
—
AERCAP HOLDINGS NV
+$157.8M
3,396,919
+84%
减持
WCC
WESCO INTL INC
-$151.3M
106,908
-89%
减持
—
AON PLC
-$150.5M
256,482
-68%
减持
—
GARMIN LTD
+$146.9M
7,298,804
-0%
增持
ELV
ELEVANCE HEALTH INC
+$139.6M
2,372,269
+3%
增持
PWR
QUANTA SVCS INC
+$138.1M
2,557,223
+5%
增持
CELH
CELSIUS HLDGS INC
+$135.9M
2,858,161
+54%
减持
—
ASCENDIS PHARMA A/S
+$133.3M
5,671,934
-1%
减持
C
CITIGROUP INC
+$131.3M
11,198,082
-0%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$127.2M
2,066,537
+5%
建仓
—
MONDAY COM LTD
+$122.6M
542,734
增持
—
CRH PLC
+$122.0M
3,680,447
+30%
减持
NEE
NEXTERA ENERGY INC
-$121.9M
1,869,637
-53%
清仓
—
WNS HLDGS LTD
-$121.4M
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$118.5M
207,358
-88%
建仓
WAB
WABTEC
+$118.5M
813,560
减持
EXAS
EXACT SCIENCES CORP
-$115.8M
3,111,931
-30%
减持
BSX
BOSTON SCIENTIFIC CORP
+$115.4M
16,177,510
-6%
减持
SAIA
SAIA INC
+$111.3M
802,653
-2%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$109.7M
3,567,016
-21%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$109.6M
0
-100%
建仓
AZO
AUTOZONE INC
+$109.0M
34,586
减持
GOOGL
ALPHABET INC
+$107.3M
11,545,431
-1%
建仓
—
WNS HLDGS LTD
+$102.4M
2,025,663
增持
CSGP
COSTAR GROUP INC
+$101.9M
5,703,020
+11%
建仓
HUM
HUMANA INC
+$101.4M
292,327
建仓
VRT
VERTIV HOLDINGS CO
+$99.5M
1,218,254
清仓
CCI
CROWN CASTLE INC
-$98.5M
0
-100%
建仓
CART
MAPLEBEAR INC
+$97.0M
2,602,472
减持
ON
ON SEMICONDUCTOR CORP
-$96.1M
7,130,206
-4%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$94.8M
304,612
减持
MKTX
MARKETAXESS HLDGS INC
-$94.6M
208,646
-56%
减持
MSFT
MICROSOFT CORP
-$94.1M
2,181,389
-19%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$93.1M
2,034,952
+86%
减持
HALO
HALOZYME THERAPEUTICS INC
-$93.0M
3,791,230
-43%
增持
TYL
TYLER TECHNOLOGIES INC
+$91.3M
1,082,868
+23%
清仓
U
UNITY SOFTWARE INC
-$90.7M
0
-100%
增持
NICE
NICE LTD
+$88.4M
1,413,506
+1%
减持
FIVE
FIVE BELOW INC
-$87.7M
869,060
-24%
增持
NVR
NVR INC
+$86.3M
22,184
+66%
减持
—
ARISTA NETWORKS INC
+$84.1M
2,136,223
-6%
增持
—
EATON CORP PLC
+$83.0M
1,012,873
+4%
减持
META
META PLATFORMS INC
+$82.9M
2,760,746
-22%
清仓
NKE
NIKE INC
-$81.9M
0
-100%
建仓
CNM
CORE & MAIN INC
+$80.0M
1,396,769
减持
CNI
CANADIAN NATL RY CO
-$79.9M
1,814,500
-28%
清仓
SNAP
SNAP INC
-$78.1M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$76.9M
528,921
-43%
建仓
GDDY
GODADDY INC
+$76.6M
645,804
清仓
—
AXONICS INC
-$76.0M
0
-100%
减持
EXPE
EXPEDIA GROUP INC
-$75.8M
3,887,153
-3%
增持
EFX
EQUIFAX INC
+$71.2M
739,953
+44%
增持
DPZ
DOMINOS PIZZA INC
+$69.9M
381,099
+31%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$69.2M
723,650
清仓
ROK
ROCKWELL AUTOMATION INC
-$68.5M
0
-100%
减持
DXCM
DEXCOM INC
+$68.0M
5,769,119
-2%
减持
RGEN
REPLIGEN CORP
-$67.7M
1,120,626
-26%
建仓
INSP
INSPIRE MED SYS INC
+$64.7M
301,174
建仓
LKQ
LKQ CORP
+$62.1M
1,162,191
清仓
BA
BOEING CO
-$61.5M
0
-100%
增持
HUBB
HUBBELL INC
+$61.2M
575,533
+7%
建仓
ILMN
ILLUMINA INC
+$60.3M
439,147
建仓
—
FLEX LTD
+$60.1M
2,099,948
清仓
HWM
HOWMET AEROSPACE INC
-$59.7M
0
-100%
增持
—
ON HLDG AG
+$59.2M
1,882,686
+586%
减持
MRSH
MARSH & MCLENNAN COS INC
+$56.5M
3,448,374
-0%
减持
NFLX
NETFLIX INC
+$56.3M
1,555,718
-15%
减持
—
DAYFORCE INC
-$53.0M
3,841,371
-16%
减持
SE
SEA LTD
+$52.8M
4,099,040
-1%
减持
VRSK
VERISK ANALYTICS INC
-$52.5M
524,995
-29%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$52.3M
1,622,262
建仓
LNT
ALLIANT ENERGY CORP
+$51.4M
1,019,225
减持
—
MAKEMYTRIP LIMITED MAURITIUS
+$50.5M
2,995,140
-13%
减持
VEEV
VEEVA SYS INC
-$50.4M
5,251,029
-20%
增持
KO
COCA COLA CO
+$49.7M
2,143,857
+55%
减持
GPN
GLOBAL PMTS INC
-$49.5M
1,178,703
-28%
减持
WING
WINGSTOP INC
-$48.4M
514,959
-44%
增持
ARGX
ARGENX SE
+$48.1M
3,189,600
+0%
建仓
WDC
WESTERN DIGITAL CORP.
+$47.0M
689,273
增持
—
ASML HOLDING N V
+$45.6M
172,681
+7%
减持
VMI
VALMONT INDS INC
-$44.9M
73,270
-72%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$44.7M
2,361,706
+8%
减持
POOL
POOL CORP
-$44.6M
214,380
-35%
增持
JBL
JABIL INC
+$44.1M
1,602,975
+20%
减持
—
LAM RESEARCH CORP
+$43.6M
500,337
-11%
减持
—
LIBERTY GLOBAL LTD
-$42.4M
12,344,213
-13%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$41.1M
511,079
+6%
清仓
DV
DOUBLEVERIFY HLDGS INC
-$40.9M
0
-100%
增持
—
SHARKNINJA INC
+$40.7M
906,603
+194%
减持
BABA
ALIBABA GROUP HLDG LTD
-$40.7M
215,538
-70%
减持
LSPD
LIGHTSPEED COMMERCE INC
-$40.7M
5,015,731
-5%
减持
DECK
DECKERS OUTDOOR CORP
+$40.6M
151,516
-1%
增持
—
AVIDITY BIOSCIENCES INC
+$40.3M
2,326,501
+11%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$40.3M
0
-100%
减持
—
ASTRAZENECA PLC
-$40.2M
218,083
-73%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$38.7M
401,709
+35%
减持
IR
INGERSOLL RAND INC
+$38.6M
10,219,489
-15%
减持
FTV
FORTIVE CORP
+$38.5M
3,223,612
-1%
增持
AVTR
AVANTOR INC
+$37.9M
1,891,839
+312%
清仓
BILI
BILIBILI INC
-$37.8M
0
-100%
增持
—
CNH INDL N V
+$37.7M
32,565,053
+3%
减持
ZS
ZSCALER INC
-$37.0M
549,515
-15%
增持
IOVA
IOVANCE BIOTHERAPEUTICS INC
+$36.9M
5,138,222
+6%
增持
MELI
MERCADOLIBRE INC
+$35.8M
172,276
+20%
减持
TW
TRADEWEB MKTS INC
+$35.2M
2,725,692
-0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$34.8M
1,487,880
+27%
清仓
—
IMMUNOGEN INC
-$34.8M
0
-100%
建仓
ALAB
ASTERA LABS INC
+$34.0M
457,682
减持
BNY
BANK NEW YORK MELLON CORP
-$33.4M
17,300,308
-13%
增持
DKNG
DRAFTKINGS INC NEW
+$33.0M
2,207,392
+16%
减持
—
LINDE PLC
+$32.5M
2,607,777
-9%
建仓
ONTO
ONTO INNOVATION INC
+$32.0M
176,581
减持
—
LIBERTY GLOBAL LTD
-$31.6M
7,149,247
-16%
减持
WK
WORKIVA INC
-$30.6M
1,165,815
-9%
增持
BZ
KANZHUN LIMITED
+$30.3M
4,019,817
+66%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$30.1M
663,281
-17%
增持
MYRG
MYR GROUP INC DEL
+$29.9M
257,932
+138%
减持
CME
CME GROUP INC
-$29.8M
490,717
-24%
减持
JLL
JONES LANG LASALLE INC
-$29.1M
50,384
-76%
增持
BAX
BAXTER INTL INC
+$29.0M
4,412,404
+7%