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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 21
增持 48
减持 58
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
VEEV
VEEVA SYS INC
-$596.1M
3,390,461
-35%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$552.1M
12,677,329
+2637%
清仓
—
SHOCKWAVE MED INC
-$498.2M
0
-100%
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
EXPE
EXPEDIA GROUP INC
-$466.7M
545,514
-86%
清仓
WDAY
WORKDAY INC
-$399.8M
0
-100%
建仓
ARM
ARM HOLDINGS PLC
+$394.6M
2,411,610
建仓
AAPL
APPLE INC
+$387.9M
1,841,791
减持
IR
INGERSOLL RAND INC
-$327.8M
7,073,146
-31%
减持
—
ASCENDIS PHARMA A/S
-$271.7M
4,295,029
-24%
增持
ARGX
ARGENX SE
+$254.1M
3,511,078
+10%
减持
GOOGL
ALPHABET INC
+$252.9M
10,955,258
-5%
清仓
CNI
CANADIAN NATL RY CO
-$239.0M
0
-100%
减持
ABNB
AIRBNB INC
-$228.6M
1,220,608
-51%
减持
TEAM
ATLASSIAN CORPORATION
-$219.1M
4,334,813
-14%
减持
AMD
ADVANCED MICRO DEVICES INC
-$208.3M
5,756,076
-9%
增持
—
FERGUSON PLC NEW
+$203.2M
1,094,440
+2651%
增持
—
AON PLC
+$202.5M
981,415
+283%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$201.0M
5,587,300
-1%
减持
—
DAYFORCE INC
-$199.6M
1,104,488
-71%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$196.6M
22,781,803
+382%
减持
—
CRH PLC
-$187.1M
1,739,328
-53%
增持
GS
GOLDMAN SACHS GROUP INC
+$186.0M
676,725
+135%
减持
—
ARCH CAP GROUP LTD
+$171.1M
24,318,899
-2%
建仓
INSM
INSMED INC
+$166.8M
2,489,431
减持
—
LINDE PLC
-$165.8M
2,381,442
-9%
清仓
RBLX
ROBLOX CORP
-$164.9M
0
-100%
清仓
—
GENERAL ELECTRIC CO
-$164.7M
0
-100%
减持
DXCM
DEXCOM INC
-$162.1M
5,627,790
-2%
清仓
FIVE
FIVE BELOW INC
-$157.6M
0
-100%
清仓
GPN
GLOBAL PMTS INC
-$157.5M
0
-100%
减持
RGEN
REPLIGEN CORP
-$155.2M
403,852
-64%
建仓
GE
GE AEROSPACE
+$153.9M
967,891
增持
AMZN
AMAZON COM INC
+$149.9M
8,511,927
+3%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
-$146.2M
9,013,477
+5%
增持
TWST
TWIST BIOSCIENCE CORP
+$139.8M
6,068,671
+31%
增持
TYL
TYLER TECHNOLOGIES INC
+$137.4M
1,188,567
+10%
建仓
ORCL
ORACLE CORP
+$136.1M
964,126
减持
NICE
NICE LTD
-$131.4M
1,378,006
-3%
增持
ONTO
ONTO INNOVATION INC
+$126.1M
720,033
+308%
增持
CSGP
COSTAR GROUP INC
-$120.6M
5,804,147
+2%
清仓
NEE
NEXTERA ENERGY INC
-$119.5M
0
-100%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$108.8M
0
-100%
清仓
RYAN
RYAN SPECIALTY HOLDINGS INC
-$108.8M
0
-100%
减持
EL
LAUDER ESTEE COS INC
-$107.8M
29,989
-96%
增持
GTLB
GITLAB INC
+$107.6M
2,493,484
+789%
建仓
NKE
NIKE INC
+$106.9M
1,417,802
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$106.6M
2,702,379
+33%
清仓
MSCI
MSCI INC
-$105.5M
0
-100%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$105.4M
12,105,378
+28%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$105.1M
5,196,724
-11%
清仓
ETSY
ETSY INC
-$105.1M
0
-100%
减持
TREX
TREX CO INC
-$103.7M
3,346,019
-5%
减持
SPGI
S&P GLOBAL INC
-$101.7M
748,918
-27%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$101.7M
2,970,661
+74%
清仓
CART
MAPLEBEAR INC
-$97.0M
0
-100%
减持
—
CNH INDL N V
-$97.0M
32,091,283
-1%
建仓
PYPL
PAYPAL HLDGS INC
+$95.2M
1,640,371
减持
—
GARMIN LTD
+$95.0M
7,252,649
-1%
减持
SAIA
SAIA INC
-$94.9M
789,922
-2%
清仓
—
MODEL N INC
-$88.4M
0
-100%
增持
SHOP
SHOPIFY INC
+$87.8M
8,952,142
+37%
增持
EW
EDWARDS LIFESCIENCES CORP
+$87.5M
1,696,383
+134%
减持
BSY
BENTLEY SYS INC
-$86.6M
3,834,522
-27%
增持
—
ASML HOLDING N V
+$86.1M
248,051
+44%
增持
ECL
ECOLAB INC
+$82.8M
1,314,378
+32%
建仓
IOT
SAMSARA INC
+$81.1M
2,406,880
清仓
CNM
CORE & MAIN INC
-$80.0M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$76.2M
0
-100%
减持
POOL
POOL CORP
-$73.7M
41,510
-81%
增持
—
AERCAP HOLDINGS NV
+$73.6M
3,957,104
+16%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$72.2M
186,931
减持
DECK
DECKERS OUTDOOR CORP
-$69.7M
75,344
-50%
建仓
GEV
GE VERNOVA INC
+$69.4M
404,431
建仓
MDB
MONGODB INC
+$69.0M
275,989
增持
GDDY
GODADDY INC
+$68.6M
1,039,592
+61%
增持
HSIC
HENRY SCHEIN INC
-$67.9M
6,089,073
+0%
减持
DKNG
DRAFTKINGS INC NEW
-$66.9M
872,700
-60%
减持
—
SPOTIFY TECHNOLOGY S A
+$63.8M
1,564,623
-3%
增持
DHR
DANAHER CORPORATION
+$63.6M
2,599,244
+11%
减持
—
LIBERTY GLOBAL LTD
-$61.9M
8,434,050
-32%
建仓
DKS
DICKS SPORTING GOODS INC
+$61.6M
286,887
增持
IONS
IONIS PHARMACEUTICALS INC
+$61.6M
1,671,036
+301%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$60.0M
3,513,266
-2%
增持
HUBS
HUBSPOT INC
+$58.3M
738,812
+23%
减持
ON
ON SEMICONDUCTOR CORP
-$58.2M
6,801,985
-5%
减持
V
VISA INC
-$57.8M
1,334,912
-9%
建仓
AVGO
BROADCOM INC
+$57.2M
35,608
建仓
AMT
AMERICAN TOWER CORP NEW
+$55.5M
285,363
增持
LLY
ELI LILLY & CO
+$54.7M
97,925
+124%
增持
EXAS
EXACT SCIENCES CORP
-$54.1M
3,805,389
+22%
清仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
-$52.3M
0
-100%
减持
—
LIBERTY GLOBAL LTD
-$49.4M
4,300,000
-40%
减持
ELV
ELEVANCE HEALTH INC
+$49.2M
2,360,928
-0%
增持
—
LAM RESEARCH CORP
+$49.1M
502,582
+0%
清仓
AVTR
AVANTOR INC
-$48.4M
0
-100%
减持
PWR
QUANTA SVCS INC
-$47.4M
2,428,272
-5%
增持
PDD
PDD HOLDINGS INC
+$46.8M
399,137
+637%
减持
INTU
INTUIT
-$45.2M
1,120,213
-7%
减持
BAX
BAXTER INTL INC
-$45.0M
4,293,075
-3%
增持
—
EATON CORP PLC
+$45.0M
1,153,467
+14%
建仓
WMT
WALMART INC
+$44.1M
651,962
增持
CELH
CELSIUS HLDGS INC
-$44.1M
3,378,987
+18%
减持
JBL
JABIL INC
-$44.0M
1,568,848
-2%
减持
FTV
FORTIVE CORP
-$43.1M
3,160,251
-2%
建仓
—
ELASTIC N V
+$42.8M
376,099
清仓
A
AGILENT TECHNOLOGIES INC
-$41.9M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$41.3M
0
-100%
减持
DASH
DOORDASH INC
-$41.0M
1,290,965
-2%
减持
WK
WORKIVA INC
-$41.0M
793,289
-32%
增持
MELI
MERCADOLIBRE INC
+$40.6M
183,183
+6%
减持
HALO
HALOZYME THERAPEUTICS INC
+$40.4M
3,717,264
-2%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$40.2M
2,685,285
+25%
增持
BNY
BANK NEW YORK MELLON CORP
+$39.6M
17,305,355
+0%
建仓
—
GENPACT LIMITED
+$39.1M
1,214,739
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.5M
2,811,883
+0%
增持
DDOG
DATADOG INC
+$37.8M
2,107,354
+11%
清仓
FND
FLOOR & DECOR HLDGS INC
-$37.6M
0
-100%
减持
IOVA
IOVANCE BIOTHERAPEUTICS INC
-$35.2M
5,111,409
-1%
减持
WING
WINGSTOP INC
-$34.5M
364,733
-29%
增持
HUM
HUMANA INC
+$33.8M
361,828
+24%
清仓
ALL
ALLSTATE CORP
-$33.8M
0
-100%
减持
SE
SEA LTD
+$33.2M
3,546,909
-13%
减持
MPWR
MONOLITHIC PWR SYS INC
+$32.8M
359,099
-7%
增持
—
MONDAY COM LTD
+$32.7M
644,989
+19%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$32.4M
2,319,160
-2%
增持
PEN
PENUMBRA INC
+$31.9M
349,877
+152%
增持
—
GRAB HOLDINGS LIMITED
+$31.4M
37,696,421
+16%
减持
NFLX
NETFLIX INC
+$30.2M
1,444,772
-7%
减持
HUBB
HUBBELL INC
-$30.1M
571,141
-1%
减持
GWRE
GUIDEWIRE SOFTWARE INC
+$30.0M
1,488,113
-1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$29.4M
444,652
-33%
减持
—
ARISTA NETWORKS INC
-$28.8M
1,685,427
-21%
建仓
COCO
VITA COCO CO INC
+$28.6M
1,027,417
增持
AZO
AUTOZONE INC
+$28.6M
46,424
+34%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$28.3M
399,950
+31%
减持
NU
NU HLDGS LTD
+$28.1M
51,622,848
-3%
增持
MRVL
MARVELL TECHNOLOGY INC
+$27.9M
1,908,195
+28%
增持
XYL
XYLEM INC
+$27.9M
4,155,677
+0%
减持
PGR
PROGRESSIVE CORP
-$27.1M
5,108,413
-3%
增持
PODD
INSULET CORP
+$26.2M
283,062
+57%
建仓
MOD
MODINE MFG CO
+$25.0M
249,803
增持
DPZ
DOMINOS PIZZA INC
+$24.7M
414,584
+9%
建仓
DLR
DIGITAL RLTY TR INC
+$24.0M
157,983
减持
GL
GLOBE LIFE INC
-$24.0M
686,670
-1%
建仓
FIVN
FIVE9 INC
+$23.8M
540,185
增持
ZS
ZSCALER INC
+$23.8M
674,511
+23%
减持
DG
DOLLAR GEN CORP NEW
-$23.7M
778,270
-4%
减持
SU
SUNCOR ENERGY INC NEW
+$23.5M
24,218,219
-1%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
+$23.3M
2,807,023
-6%
清仓
CAVA
CAVA GROUP INC
-$23.3M
0
-100%
