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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 50
减持 59
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$753.2M
3,179,238
-49%
建仓
BKR
BAKER HUGHES COMPANY
+$725.6M
16,510,623
增持
—
ICON PLC
+$709.9M
4,290,924
+2097%
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。
清仓
PWR
QUANTA SVCS INC
-$683.1M
0
-100%
减持
GOOGL
ALPHABET INC
-$627.6M
7,469,940
-21%
增持
SNOW
SNOWFLAKE INC
+$542.1M
4,299,230
+670%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$527.5M
2,195,483
-29%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$520.2M
3,533,466
-37%
减持
AMD
ADVANCED MICRO DEVICES INC
-$470.9M
2,850,754
-55%
清仓
TSLA
TESLA INC
-$451.3M
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$449.1M
1,055,953
-78%
减持
META
META PLATFORMS INC
-$417.8M
2,113,107
-24%
增持
BABA
ALIBABA GROUP HLDG LTD
+$410.8M
3,179,159
+2718%
增持
ELV
ELEVANCE HEALTH INC
+$396.6M
3,350,780
+17%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$326.0M
0
-100%
增持
WMB
WILLIAMS COS INC
+$292.6M
5,004,248
+4090%
清仓
ONTO
ONTO INNOVATION INC
-$252.5M
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$251.1M
0
-100%
减持
ARGX
ARGENX SE
-$239.2M
2,785,890
-9%
建仓
—
FTAI AVIATION LTD
+$235.6M
2,121,542
清仓
DDOG
DATADOG INC
-$235.5M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$227.7M
645,107
-50%
减持
TEAM
ATLASSIAN CORPORATION
-$207.1M
2,332,587
-19%
清仓
EFX
EQUIFAX INC
-$188.9M
0
-100%
增持
GEV
GE VERNOVA INC
+$188.9M
1,372,894
+96%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$180.9M
2,581,053
-2%
减持
NU
NU HLDGS LTD
-$180.3M
16,151,656
-52%
清仓
NOW
SERVICENOW INC
-$169.1M
0
-100%
建仓
CRM
SALESFORCE INC
+$160.4M
597,877
清仓
CEG
CONSTELLATION ENERGY CORP
-$154.7M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$153.9M
7,274,412
+40%
减持
AAPL
APPLE INC
-$153.2M
2,410,629
-12%
清仓
WAB
WABTEC
-$151.3M
0
-100%
增持
MELI
MERCADOLIBRE INC
+$151.1M
218,780
+35%
减持
PGR
PROGRESSIVE CORP
+$150.9M
3,895,835
-2%
减持
SAIA
SAIA INC
-$146.8M
532,949
-27%
清仓
ILMN
ILLUMINA INC
-$140.8M
0
-100%
减持
HUBB
HUBBELL INC
-$133.2M
309,338
-45%
增持
GWRE
GUIDEWIRE SOFTWARE INC
+$125.2M
1,934,714
+37%
清仓
FTV
FORTIVE CORP
-$121.1M
0
-100%
减持
ECL
ECOLAB INC
-$116.6M
719,934
-44%
增持
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$115.3M
1,628,477
+97%
增持
MRVL
MARVELL TECHNOLOGY INC
-$114.6M
5,494,392
+34%
清仓
EXAS
EXACT SCIENCES CORP
-$112.9M
0
-100%
减持
EA
ELECTRONIC ARTS INC
-$111.6M
271,885
-74%
增持
—
AON PLC
+$109.8M
2,135,832
+3%
增持
AXP
AMERICAN EXPRESS CO
-$109.6M
4,487,434
+1%
减持
APO
APOLLO GLOBAL MGMT INC
-$108.7M
151,515
-81%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$107.9M
2,436,585
-10%
减持
TYL
TYLER TECHNOLOGIES INC
-$106.0M
736,782
-20%
减持
VCYT
VERACYTE INC
-$106.0M
5,239,711
-21%
增持
PYPL
PAYPAL HLDGS INC
+$104.4M
11,808,017
+51%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$102.2M
7,330,724
-15%
清仓
—
FLUTTER ENTMT PLC
-$98.8M
0
-100%
建仓
SBUX
STARBUCKS CORP
+$98.1M
1,000,008
增持
NOK
NOKIA CORP
+$94.7M
106,179,464
+1%
增持
—
WILLIS TOWERS WATSON PLC LTD
+$93.3M
3,516,528
+1%
增持
—
ARCH CAP GROUP LTD
+$92.8M
23,424,340
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
+$92.2M
3,411,336
-2%
减持
SE
SEA LTD
+$91.3M
4,863,297
-5%
增持
TME
TENCENT MUSIC ENTMT GROUP
+$89.1M
14,024,758
+41%
增持
DECK
DECKERS OUTDOOR CORP
-$88.5M
1,198,453
+9%
增持
—
LINDE PLC
+$88.3M
1,021,991
+10%
建仓
HWM
HOWMET AEROSPACE INC
+$87.6M
675,057
减持
BNY
BANK NEW YORK MELLON CORP
+$86.4M
15,663,670
-2%
建仓
—
VIKING HOLDINGS LTD
+$85.6M
2,154,199
建仓
RBLX
ROBLOX CORP
+$84.4M
1,447,545
减持
PSN
PARSONS CORP DEL
-$82.3M
1,835,335
-11%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$81.0M
719,131
+8%
清仓
MAR
MARRIOTT INTL INC NEW
-$78.2M
0
-100%
减持
KKR
KKR & CO INC
-$77.8M
184,133
-73%
减持
MSFT
MICROSOFT CORP
-$77.8M
987,920
-7%
增持
SU
SUNCOR ENERGY INC NEW
+$76.9M
24,344,423
+0%
建仓
CCI
CROWN CASTLE INC
+$76.5M
733,569
增持
CME
CME GROUP INC
+$74.1M
738,940
+41%
增持
NVDA
NVIDIA CORPORATION
-$72.9M
2,922,792
+1%
建仓
PRMB
PRIMO BRANDS CORPORATION
+$72.8M
2,050,887
清仓
—
DAYFORCE INC
-$71.7M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$67.6M
0
-100%
清仓
TAC
TRANSALTA CORP
-$67.0M
0
-100%
减持
ARES
ARES MANAGEMENT CORPORATION
-$65.2M
478,081
-37%
清仓
VRT
VERTIV HOLDINGS CO
-$65.1M
0
-100%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$64.8M
3,273,658
-14%
增持
TDG
TRANSDIGM GROUP INC
+$63.7M
50,112
+1039%
减持
—
CYBERARK SOFTWARE LTD
-$61.9M
106,486
-64%
增持
ORCL
ORACLE CORP
-$61.8M
3,813,163
+7%
减持
HUBS
HUBSPOT INC
-$60.3M
311,051
-9%
清仓
BBY
BEST BUY INC
-$59.3M
0
-100%
减持
NICE
NICE LTD
-$55.8M
1,055,352
-18%
清仓
MKTX
MARKETAXESS HLDGS INC
-$55.7M
0
-100%
建仓
PR
PERMIAN RESOURCES CORP
+$55.3M
3,996,229
建仓
—
ARIS WATER SOLUTIONS INC
+$55.1M
1,719,534
建仓
NET
CLOUDFLARE INC
+$54.1M
480,003
减持
EQIX
EQUINIX INC
-$52.8M
82,752
-35%
减持
VST
VISTRA CORP
-$50.9M
157,619
-69%
减持
—
ASCENDIS PHARMA A/S
+$50.7M
4,256,627
-4%
减持
VRSK
VERISK ANALYTICS INC
-$50.4M
275,370
-43%
建仓
—
MASIMO CORP
+$49.8M
299,023
减持
SNPS
SYNOPSYS INC
-$49.7M
351,760
-15%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$48.9M
3,060,132
-13%
增持
PM
PHILIP MORRIS INTL INC
+$48.5M
1,254,819
+0%
清仓
MYRG
MYR GROUP INC DEL
-$48.2M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$47.8M
2,296,213
+38%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$47.7M
25,063,607
+7%
减持
SCHW
SCHWAB CHARLES CORP
+$47.0M
17,749,859
-2%
增持
DHR
DANAHER CORPORATION
-$46.9M
2,060,077
+1%
减持
NFLX
NETFLIX INC
+$46.8M
1,285,704
-1%
减持
—
KORNIT DIGITAL LTD
-$46.4M
2,972,823
-11%
清仓
PATH
UIPATH INC
-$46.0M
0
-100%
减持
GTLB
GITLAB INC
-$45.6M
3,865,892
-4%
增持
IRTC
IRHYTHM TECHNOLOGIES INC
+$45.5M
2,814,280
+2%
减持
GOOG
ALPHABET INC
-$45.0M
880,401
-8%
增持
NKE
NIKE INC
+$44.4M
2,920,232
+57%
减持
TWST
TWIST BIOSCIENCE CORP
-$44.2M
5,851,374
-1%
减持
IR
INGERSOLL RAND INC
-$41.6M
1,280,605
-20%
增持
BZ
KANZHUN LIMITED
+$41.4M
5,386,691
+20%
清仓
XRAY
DENTSPLY SIRONA INC
-$41.3M
0
-100%
增持
GE
GE AEROSPACE
+$41.1M
748,211
+15%
减持
GKOS
GLAUKOS CORP
-$41.0M
302,393
-36%
增持
DG
DOLLAR GEN CORP NEW
+$40.5M
1,443,824
+27%
增持
FANG
DIAMONDBACK ENERGY INC
+$40.3M
721,200
+57%
建仓
S
SENTINELONE INC
+$39.2M
2,154,865
减持
—
GARMIN LTD
+$38.3M
5,535,989
-2%
减持
NDAQ
NASDAQ INC
-$38.3M
883,808
-35%
增持
ADI
ANALOG DEVICES INC
+$37.5M
517,928
+64%
减持
LSPD
LIGHTSPEED COMMERCE INC
-$36.3M
3,778,331
-17%
增持
GPC
GENUINE PARTS CO
+$36.0M
469,972
+175%
增持
COHR
COHERENT CORP
-$35.6M
1,569,406
+8%
增持
—
CNH INDL N V
+$35.6M
32,375,349
+1%
增持
DASH
DOORDASH INC
+$34.9M
1,304,223
+8%
增持
—
EATON CORP PLC
-$34.8M
1,336,936
+11%
增持
SHOP
SHOPIFY INC
-$34.7M
7,802,205
+6%
清仓
GNTX
GENTEX CORP
-$34.3M
0
-100%
减持
MO
ALTRIA GROUP INC
-$34.2M
841,749
-48%
增持
—
NXP SEMICONDUCTORS N V
+$33.3M
516,758
+65%
增持
AJG
GALLAGHER ARTHUR J & CO
+$33.3M
393,494
+9%
增持
APG
API GROUP CORP
+$31.3M
4,381,142
+26%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$31.2M
0
-100%
建仓
ENB
ENBRIDGE INC
+$31.1M
701,500
减持
—
SHARKNINJA INC
-$29.7M
397,681
-38%
增持
INSM
INSMED INC
+$29.6M
3,217,268
+3%
减持
CAE
CAE INC
-$29.5M
3,766,926
-22%
增持
ARM
ARM HOLDINGS PLC
+$29.5M
3,338,996
+26%
减持
NOVT
NOVANTA INC
-$28.9M
318,078
-30%
增持
CI
THE CIGNA GROUP
+$28.9M
410,542
+7%
减持
BSX
BOSTON SCIENTIFIC CORP
-$28.8M
9,659,288
-14%
减持
—
FLEX LTD
-$28.5M
1,849,358
-21%
减持
GDDY
GODADDY INC
-$28.3M
623,508
-12%
增持
AGYS
AGILYSYS INC
-$27.9M
576,531
+9%
减持
—
MAKEMYTRIP LIMITED MAURITIUS
-$27.7M
1,880,366
-0%
