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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 50
减持 60
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
—
LAM RESEARCH CORP
-$535.2M
0
-100%
减持
DXCM
DEXCOM INC
-$527.3M
1,652,384
-71%
减持
AMZN
AMAZON COM INC
-$512.5M
6,077,785
-29%
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
ARGX
ARGENX SE
+$394.6M
3,513,242
+0%
减持
GOOGL
ALPHABET INC
-$353.8M
9,898,437
-10%
增持
AAPL
APPLE INC
+$347.8M
3,157,423
+71%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$342.1M
7,846,265
-38%
增持
ORCL
ORACLE CORP
+$304.5M
2,586,066
+168%
减持
TEAM
ATLASSIAN CORPORATION
-$285.0M
3,033,735
-30%
增持
SE
SEA LTD
+$269.1M
5,540,726
+56%
建仓
FERG
FERGUSON ENTERPRISES INC
+$257.6M
1,297,094
增持
META
META PLATFORMS INC
+$235.7M
2,774,476
+3%
减持
—
AERCAP HOLDINGS NV
-$232.6M
1,438,407
-64%
增持
SCHW
SCHWAB CHARLES CORP
+$221.4M
18,137,875
+40%
清仓
—
FERGUSON PLC NEW
-$211.9M
0
-100%
减持
HUBS
HUBSPOT INC
-$208.6M
427,347
-42%
减持
PGR
PROGRESSIVE CORP
+$201.7M
4,976,342
-3%
增持
AXP
AMERICAN EXPRESS CO
+$198.6M
4,863,701
+1%
减持
—
ARCH CAP GROUP LTD
+$198.5M
23,704,117
-3%
增持
SHOP
SHOPIFY INC
+$192.1M
9,775,471
+9%
建仓
CEG
CONSTELLATION ENERGY CORP
+$179.5M
690,491
减持
TREX
TREX CO INC
-$178.1M
1,049,509
-69%
增持
AMD
ADVANCED MICRO DEVICES INC
+$178.1M
6,775,626
+18%
减持
NU
NU HLDGS LTD
-$174.4M
35,969,688
-30%
减持
INTU
INTUIT
-$173.9M
905,433
-19%
清仓
JBL
JABIL INC
-$170.7M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$167.0M
281,023
-58%
减持
CELH
CELSIUS HLDGS INC
-$165.5M
873,439
-74%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$156.7M
0
-100%
减持
BNY
BANK NEW YORK MELLON CORP
+$139.4M
16,362,107
-5%
减持
ARM
ARM HOLDINGS PLC
-$138.5M
1,790,773
-26%
减持
—
ASML HOLDING N V
-$136.3M
140,913
-43%
建仓
TTEK
TETRA TECH INC NEW
+$131.0M
2,777,965
清仓
—
CRH PLC
-$130.4M
0
-100%
建仓
CBRE
CBRE GROUP INC
+$129.3M
1,038,523
建仓
ARES
ARES MANAGEMENT CORPORATION
+$121.9M
781,900
增持
—
SPOTIFY TECHNOLOGY S A
+$120.3M
1,658,731
+6%
减持
—
WILLIS TOWERS WATSON PLC LTD
+$109.8M
3,499,793
-0%
增持
VCYT
VERACYTE INC
+$104.6M
5,022,832
+64%
增持
SPGI
S&P GLOBAL INC
+$100.0M
840,140
+12%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$99.6M
3,066,527
+23%
减持
NVO
NOVO-NORDISK A S
-$99.6M
122,398
-85%
增持
EXAS
EXACT SCIENCES CORP
+$99.1M
3,814,526
+0%
增持
—
LINDE PLC
+$98.8M
2,398,526
+1%
减持
DPZ
DOMINOS PIZZA INC
-$98.2M
269,358
-35%
建仓
EQIX
EQUINIX INC
+$96.2M
108,344
增持
—
AON PLC
+$95.0M
1,107,347
+13%
建仓
NDAQ
NASDAQ INC
+$93.8M
1,285,129
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$92.8M
2,686,880
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
-$89.4M
12,410,573
-15%
减持
NVDA
NVIDIA CORPORATION
-$89.0M
3,097,830
-18%
增持
PODD
INSULET CORP
+$87.3M
620,664
+119%
增持
HSIC
HENRY SCHEIN INC
+$86.9M
6,546,018
+8%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
-$82.6M
2,780,259
+4%
减持
WING
WINGSTOP INC
-$78.2M
182,580
-50%
清仓
—
LIBERTY GLOBAL LTD
-$76.8M
0
-100%
增持
ILMN
ILLUMINA INC
+$75.5M
1,077,175
+73%
增持
—
ASCENDIS PHARMA A/S
+$72.9M
4,411,111
+3%
减持
—
LIBERTY GLOBAL LTD
-$71.0M
3,600,000
-57%
减持
VEEV
VEEVA SYS INC
-$70.7M
2,619,697
-23%
建仓
COHR
COHERENT CORP
+$69.4M
780,884
增持
NKE
NIKE INC
+$67.0M
1,966,268
+39%
增持
ONTO
ONTO INNOVATION INC
+$64.1M
1,070,292
+49%
增持
DECK
DECKERS OUTDOOR CORP
+$63.5M
855,596
+1036%
增持
PYPL
PAYPAL HLDGS INC
+$63.4M
2,032,136
+24%
减持
DHR
DANAHER CORPORATION
+$62.0M
2,558,792
-2%
减持
MSFT
MICROSOFT CORP
-$60.7M
1,980,657
-3%
建仓
MCO
MOODYS CORP
+$60.2M
126,942
减持
V
VISA INC
-$59.7M
1,057,033
-21%
清仓
WBD
WARNER BROS DISCOVERY INC
-$58.2M
0
-100%
建仓
PSN
PARSONS CORP DEL
+$57.7M
556,912
清仓
WDC
WESTERN DIGITAL CORP.
-$57.6M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$57.3M
1,182,589
+56%
清仓
AVGO
BROADCOM INC
-$57.2M
0
-100%
减持
MPWR
MONOLITHIC PWR SYS INC
-$56.9M
257,621
-28%
增持
GE
GE AEROSPACE
+$56.2M
1,113,799
+15%
减持
PWR
QUANTA SVCS INC
+$55.9M
2,256,919
-7%
减持
NOK
NOKIA CORP
+$55.6M
105,070,541
-2%
增持
IOT
SAMSARA INC
+$53.4M
2,794,953
+16%
减持
LLY
ELI LILLY & CO
-$52.3M
41,044
-58%
减持
SNPS
SYNOPSYS INC
-$52.3M
538,559
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$51.7M
460,896
+62%
建仓
NOW
SERVICENOW INC
+$51.4M
57,454
增持
FWONK
LIBERTY MEDIA CORP DEL
+$50.7M
3,411,086
+15%
清仓
NOC
NORTHROP GRUMMAN CORP
-$49.6M
0
-100%
减持
NVR
NVR INC
+$49.6M
23,558
-2%
增持
MRSH
MARSH & MCLENNAN COS INC
+$49.5M
3,480,934
+1%
减持
FDX
FEDEX CORP
-$49.3M
114,545
-57%
减持
—
GARMIN LTD
-$48.9M
6,434,488
-11%
建仓
WMG
WARNER MUSIC GROUP CORP
+$48.6M
1,552,634
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$45.4M
8,992,755
-0%
清仓
WMT
WALMART INC
-$44.1M
0
-100%
增持
INSM
INSMED INC
+$43.7M
2,884,097
+16%
增持
BAX
BAXTER INTL INC
+$43.6M
4,930,097
+15%
增持
WAB
WABTEC
+$43.4M
1,018,040
+14%
减持
VIV
TELEFONICA BRASIL SA
+$43.3M
21,383,776
-0%
增持
INSP
INSPIRE MED SYS INC
+$42.3M
545,941
+0%
建仓
HLNE
HAMILTON LANE INC
+$42.0M
249,589
建仓
BBY
BEST BUY INC
+$42.0M
406,323
建仓
IBP
INSTALLED BLDG PRODS INC
+$41.9M
170,057
减持
DASH
DOORDASH INC
+$41.3M
1,273,476
-1%
清仓
MU
MICRON TECHNOLOGY INC
-$40.9M
0
-100%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$40.4M
49,226
+106%
建仓
AIT
APPLIED INDL TECHNOLOGIES IN
+$40.3M
180,835
清仓
NTAP
NETAPP INC
-$39.8M
0
-100%
建仓
CIGI
COLLIERS INTL GROUP INC
+$39.5M
260,165
增持
—
SHARKNINJA INC
+$39.2M
977,376
+9%
增持
HUBB
HUBBELL INC
+$38.3M
576,636
+1%
增持
MOD
MODINE MFG CO
+$37.3M
469,190
+88%
减持
VRT
VERTIV HOLDINGS CO
-$37.0M
695,276
-43%
减持
—
KORNIT DIGITAL LTD
+$36.9M
3,489,782
-4%
减持
SAIA
SAIA INC
-$36.8M
772,696
-2%
增持
PDD
PDD HOLDINGS INC
+$36.7M
665,858
+67%
减持
EFX
EQUIFAX INC
+$36.4M
723,424
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$35.4M
5,795,745
+4%
清仓
DKNG
DRAFTKINGS INC NEW
-$33.3M
0
-100%
减持
SU
SUNCOR ENERGY INC NEW
-$33.2M
24,119,319
-0%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$33.1M
2,287,472
-1%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$32.7M
835,861
增持
—
WOLFSPEED INC
-$32.6M
3,720,562
+23%
增持
MKTX
MARKETAXESS HLDGS INC
+$32.5M
260,299
+53%
建仓
PII
POLARIS INC
+$32.2M
387,349
增持
—
CLEARWATER ANALYTICS HLDGS I
+$31.8M
4,518,976
+2%
清仓
ELF
E L F BEAUTY INC
-$31.6M
0
-100%
减持
MDGL
MADRIGAL PHARMACEUTICALS INC
-$31.6M
306,846
-11%
增持
ECL
ECOLAB INC
+$31.5M
1,348,696
+3%
减持
GDDY
GODADDY INC
-$29.9M
735,918
-29%
减持
—
CNH INDL N V
+$29.7M
31,960,411
-0%
清仓
FOUR
SHIFT4 PMTS INC
-$29.4M
0
-100%
减持
—
ON HLDG AG
-$28.6M
832,812
-54%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$28.5M
2,233,274
-20%
增持
—
GENPACT LIMITED
+$28.3M
1,718,516
+41%
清仓
RMBS
RAMBUS INC DEL
-$27.6M
0
-100%
减持
AJG
GALLAGHER ARTHUR J & CO
-$27.4M
559,010
-22%
减持
TWST
TWIST BIOSCIENCE CORP
-$27.1M
6,018,866
-1%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$26.7M
1,000,632
清仓
APPF
APPFOLIO INC
-$26.6M
0
-100%
减持
MC
MOELIS & CO
-$26.1M
506,709
-53%
增持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$25.9M
2,940,563
+9%
增持
PM
PHILIP MORRIS INTL INC
+$25.9M
1,200,395
+2%
减持
AGYS
AGILYSYS INC
-$24.7M
813,081
-25%
减持
CAE
CAE INC
-$23.5M
6,161,276
-18%
增持
ISRG
INTUITIVE SURGICAL INC
+$23.5M
143,891
+36%
建仓
SITE
SITEONE LANDSCAPE SUPPLY INC
+$23.4M
155,235
减持
NWSA
NEWS CORP NEW
-$23.3M
2,042,067
-27%
清仓
—
TRANE TECHNOLOGIES PLC
-$22.8M
0
-100%
减持
ADI
ANALOG DEVICES INC
-$22.6M
436,881
-19%
减持
RXST
RXSIGHT INC
-$22.4M
1,170,231
-12%
增持
FISV
FISERV INC
+$22.0M
671,278
+2%
减持
—
EATON CORP PLC
-$22.0M
1,024,926
-11%
