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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 50
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
—
LINDE PLC
-$756.2M
925,760
-61%
清仓
—
ARISTA NETWORKS INC
-$597.9M
0
-100%
减持
INTU
INTUIT
-$558.9M
5,393
-99%
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。
建仓
ANET
ARISTA NETWORKS INC
+$531.0M
4,803,726
增持
PYPL
PAYPAL HLDGS INC
+$507.5M
7,804,334
+284%
减持
—
ARCH CAP GROUP LTD
-$491.9M
23,390,647
-1%
减持
IR
INGERSOLL RAND INC
-$481.1M
1,592,362
-75%
建仓
TSLA
TESLA INC
+$451.3M
1,117,537
清仓
CSGP
COSTAR GROUP INC
-$425.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$403.6M
1,064,365
-46%
增持
CBRE
CBRE GROUP INC
+$402.5M
4,050,089
+290%
建仓
LRCX
LAM RESEARCH CORP
+$375.0M
5,191,653
增持
—
AON PLC
+$359.5M
2,067,551
+87%
减持
AMD
ADVANCED MICRO DEVICES INC
-$348.0M
6,323,052
-7%
减持
PGR
PROGRESSIVE CORP
-$311.1M
3,971,869
-20%
增持
MRVL
MARVELL TECHNOLOGY INC
+$303.9M
4,100,825
+98%
减持
VEEV
VEEVA SYS INC
-$251.6M
1,418,412
-46%
减持
DHR
DANAHER CORPORATION
-$242.2M
2,043,851
-20%
增持
AMZN
AMAZON COM INC
+$225.6M
6,190,310
+2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$223.0M
3,799,733
-52%
减持
TEAM
ATLASSIAN CORPORATION
+$220.3M
2,884,585
-5%
建仓
PSTG
PURE STORAGE INC
+$210.9M
3,433,275
增持
ELV
ELEVANCE HEALTH INC
-$207.2M
2,875,850
+18%
减持
ON
ON SEMICONDUCTOR CORP
-$205.3M
3,982,735
-37%
清仓
BSY
BENTLEY SYS INC
-$190.5M
0
-100%
减持
FERG
FERGUSON ENTERPRISES INC
-$176.5M
466,960
-64%
清仓
—
MONDAY COM LTD
-$175.4M
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$171.1M
2,536,416
增持
SCHW
SCHWAB CHARLES CORP
+$166.9M
18,138,435
+0%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$166.1M
2,432,778
减持
NFLX
NETFLIX INC
+$165.2M
1,292,617
-7%
增持
ORCL
ORACLE CORP
+$154.2M
3,570,021
+38%
减持
NVR
NVR INC
-$154.1M
9,420
-60%
建仓
HOOD
ROBINHOOD MKTS INC
+$152.9M
4,104,924
减持
EXAS
EXACT SCIENCES CORP
-$146.9M
2,009,503
-47%
减持
NU
NU HLDGS LTD
-$145.3M
33,366,999
-7%
增持
GEV
GE VERNOVA INC
+$144.8M
699,942
+109%
减持
GOOGL
ALPHABET INC
+$141.1M
9,417,537
-5%
建仓
LPLA
LPL FINL HLDGS INC
+$136.4M
417,873
增持
PSN
PARSONS CORP DEL
+$133.2M
2,069,724
+272%
清仓
TTEK
TETRA TECH INC NEW
-$131.0M
0
-100%
建仓
APO
APOLLO GLOBAL MGMT INC
+$129.4M
783,563
建仓
APG
API GROUP CORP
+$125.4M
3,486,421
减持
FTV
FORTIVE CORP
-$124.9M
1,615,157
-48%
增持
NOW
SERVICENOW INC
+$117.7M
159,524
+178%
清仓
—
ASML HOLDING N V
-$117.4M
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$117.0M
1,666,084
清仓
DPZ
DOMINOS PIZZA INC
-$115.9M
0
-100%
减持
HALO
HALOZYME THERAPEUTICS INC
-$113.7M
1,373,089
-56%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$113.0M
9,958,720
清仓
AMT
AMERICAN TOWER CORP NEW
-$107.2M
0
-100%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$103.5M
2,733,176
+19%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$102.0M
4,508,243
-10%
增持
—
SENSATA TECHNOLOGIES HLDG PL
-$101.7M
12,072,967
+0%
减持
GE
GE AEROSPACE
-$101.4M
651,614
-41%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$100.2M
5,604,153
-3%
建仓
KKR
KKR & CO INC
+$99.1M
669,947
建仓
—
FLUTTER ENTMT PLC
+$98.8M
382,222
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$98.6M
3,110,903
+1%
增持
GTLB
GITLAB INC
+$93.8M
4,034,041
+56%
建仓
NTNX
NUTANIX INC
+$91.6M
1,497,864
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$91.5M
825,763
增持
VCYT
VERACYTE INC
+$90.4M
6,599,264
+31%
增持
C
CITIGROUP INC
+$88.7M
11,295,763
+0%
减持
SPGI
S&P GLOBAL INC
-$87.9M
694,923
-17%
建仓
KMI
KINDER MORGAN INC DEL
+$87.7M
3,201,804
减持
—
AERCAP HOLDINGS NV
-$86.4M
520,785
-64%
增持
DECK
DECKERS OUTDOOR CORP
+$86.1M
1,095,517
+28%
增持
XYL
XYLEM INC
-$81.4M
4,311,285
+0%
减持
IONS
IONIS PHARMACEUTICALS INC
-$80.9M
252,635
-89%
清仓
—
LIBERTY GLOBAL LTD
-$76.0M
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$75.9M
4,398
-92%
增持
FANG
DIAMONDBACK ENERGY INC
+$74.8M
457,908
+33694%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$73.8M
0
-100%
清仓
MDB
MONGODB INC
-$73.4M
0
-100%
减持
SNPS
SYNOPSYS INC
-$72.1M
413,291
-23%
增持
ARM
ARM HOLDINGS PLC
+$71.0M
2,651,489
+48%
建仓
VST
VISTRA CORP
+$69.5M
503,800
增持
COHR
COHERENT CORP
+$68.1M
1,452,008
+86%
建仓
—
TRANE TECHNOLOGIES PLC
+$67.6M
183,130
建仓
TAC
TRANSALTA CORP
+$67.0M
4,746,051
减持
—
WILLIS TOWERS WATSON PLC LTD
+$64.3M
3,496,104
-0%
增持
FWONK
LIBERTY MEDIA CORP DEL
+$60.2M
3,500,568
+3%
增持
—
EATON CORP PLC
+$58.5M
1,199,935
+17%
减持
VIV
TELEFONICA BRASIL SA
-$58.2M
21,382,760
-0%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$56.8M
1,135,399
减持
TYL
TYLER TECHNOLOGIES INC
-$56.7M
926,754
-8%
增持
PODD
INSULET CORP
+$56.6M
770,188
+24%
增持
JBTM
JOHN BEAN TECHNOLOGIES CORP
+$54.8M
526,267
+327%
减持
AJG
GALLAGHER ARTHUR J & CO
-$54.7M
361,276
-35%
增持
HUM
HUMANA INC
+$54.6M
673,715
+83%
减持
BNY
BANK NEW YORK MELLON CORP
+$51.5M
15,973,876
-2%
建仓
ABG
ASBURY AUTOMOTIVE GROUP INC
+$51.1M
210,335
清仓
AN
AUTONATION INC
-$49.9M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$48.9M
280,304
-45%
增持
META
META PLATFORMS INC
+$47.5M
2,793,662
+1%
减持
AAPL
APPLE INC
-$47.0M
2,750,040
-13%
建仓
—
FERRARI N V
+$46.9M
110,414
建仓
AXON
AXON ENTERPRISE INC
+$46.4M
78,097
增持
—
ASCENDIS PHARMA A/S
-$45.9M
4,450,420
+1%
减持
IOT
SAMSARA INC
-$45.6M
2,035,676
-27%
减持
ECL
ECOLAB INC
-$45.3M
1,276,344
-5%
减持
—
SHARKNINJA INC
-$43.3M
646,211
-34%
增持
ZS
ZSCALER INC
+$43.3M
868,795
+31%
减持
LUV
SOUTHWEST AIRLS CO
+$43.2M
10,901,974
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$42.9M
2,633,546
-2%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$42.7M
2,762,734
-1%
建仓
—
ICON PLC
+$41.0M
195,291
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$39.7M
580,816
+33%
减持
TREX
TREX CO INC
-$36.9M
477,875
-54%
减持
BSX
BOSTON SCIENTIFIC CORP
-$36.7M
11,232,262
-9%
增持
MRSH
MARSH & MCLENNAN COS INC
-$36.3M
3,485,200
+0%
增持
BAX
BAXTER INTL INC
-$34.4M
5,239,151
+6%
减持
WAB
WABTEC
-$33.8M
797,916
-22%
减持
ADI
ANALOG DEVICES INC
-$33.7M
314,895
-28%
增持
DXCM
DEXCOM INC
+$33.4M
1,853,565
+12%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$33.2M
1,407,778
+26%
减持
GKOS
GLAUKOS CORP
-$32.9M
471,849
-41%
减持
NKE
NIKE INC
-$32.8M
1,863,391
-5%
减持
INSP
INSPIRE MED SYS INC
-$31.8M
450,210
-18%
建仓
VSEC
VSE CORP
+$31.7M
333,244
减持
—
AVIDITY BIOSCIENCES INC
-$31.5M
1,015,251
-24%
清仓
FDX
FEDEX CORP
-$31.3M
0
-100%
减持
—
GARMIN LTD
+$31.1M
5,642,095
-12%
增持
ONTO
ONTO INNOVATION INC
+$30.4M
1,515,152
+42%
减持
SPXC
SPX TECHNOLOGIES INC
-$29.8M
635,773
-17%
减持
—
SPOTIFY TECHNOLOGY S A
-$28.7M
1,302,196
-21%
增持
MYGN
MYRIAD GENETICS INC
-$28.6M
2,766,729
+14%
增持
CI
THE CIGNA GROUP
-$27.0M
384,516
+0%
建仓
TTAN
SERVICETITAN INC
+$26.4M
257,018
增持
EOG
EOG RES INC
+$26.4M
1,232,895
+21%
增持
INTA
INTAPP INC
+$26.3M
906,858
+36%
增持
AZO
AUTOZONE INC
+$26.3M
53,146
+16%
增持
MELI
MERCADOLIBRE INC
-$26.3M
162,169
+10%
减持
MCO
MOODYS CORP
-$26.3M
71,784
-43%
增持
MPWR
MONOLITHIC PWR SYS INC
-$25.9M
358,777
+39%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$25.3M
2,713,457
-8%
减持
HSIC
HENRY SCHEIN INC
-$25.3M
6,529,955
-0%
减持
GDDY
GODADDY INC
+$25.2M
712,354
-3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$25.1M
368,142
+137%
减持
BZ
KANZHUN LIMITED
-$25.1M
4,484,485
-10%
增持
CEG
CONSTELLATION ENERGY CORP
-$24.8M
691,732
+0%
建仓
HQY
HEALTHEQUITY INC
+$24.6M
256,051
清仓
DUOL
DUOLINGO INC
-$24.5M
0
-100%
增持
MRK
MERCK & CO INC
+$24.3M
1,053,876
+49%
增持
SU
SUNCOR ENERGY INC NEW
-$24.3M
24,289,019
+1%
增持
EQIX
EQUINIX INC
+$24.1M
127,536
+18%
增持
—
FLEX LTD
+$23.9M
2,337,150
+19%
增持
EFX
EQUIFAX INC
-$23.6M
741,413
+2%
建仓
FLS
FLOWSERVE CORP
+$23.0M
399,987
