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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 23
增持 60
减持 45
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
IQV
IQVIA HLDGS INC
+$515.8M
3,272,872
增持
SNOW
SNOWFLAKE INC
+$479.7M
4,951,715
+15%
增持
META
META PLATFORMS INC
+$470.6M
2,287,703
+8%
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
LRCX
LAM RESEARCH CORP
+$429.9M
9,849,868
+35%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$420.4M
0
-100%
建仓
COR
CENCORA INC
+$411.9M
1,373,648
增持
AMZN
AMAZON COM INC
+$380.1M
4,489,499
+41%
增持
GEV
GE VERNOVA INC
+$363.3M
1,478,650
+8%
减持
ARGX
ARGENX SE
-$353.6M
2,349,776
-16%
减持
NFLX
NETFLIX INC
+$349.4M
1,156,238
-10%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$338.3M
0
-100%
减持
AAPL
APPLE INC
-$336.5M
969,989
-60%
增持
SU
SUNCOR ENERGY INC NEW
+$321.3M
33,722,975
+39%
增持
—
ICON PLC
+$294.2M
7,184,870
+67%
建仓
SMH
VANECK ETF TRUST
+$292.9M
1,050,400
增持
TEAM
ATLASSIAN CORPORATION
+$292.6M
3,878,133
+66%
增持
GE
GE AEROSPACE
+$283.6M
1,683,476
+125%
增持
GOOGL
ALPHABET INC
+$269.9M
8,086,562
+8%
增持
SCHW
SCHWAB CHARLES CORP
+$269.0M
18,176,812
+2%
增持
AXP
AMERICAN EXPRESS CO
+$266.6M
4,620,873
+3%
增持
MA
MASTERCARD INCORPORATED
+$257.7M
508,811
+888%
减持
ORCL
ORACLE CORP
+$248.8M
3,576,329
-6%
增持
SE
SEA LTD
+$205.3M
5,251,353
+8%
增持
VST
VISTRA CORP
+$203.4M
1,144,914
+626%
清仓
SAIA
SAIA INC
-$186.2M
0
-100%
清仓
NKE
NIKE INC
-$185.4M
0
-100%
清仓
VIV
TELEFONICA BRASIL SA
-$184.8M
0
-100%
建仓
BWXT
BWX TECHNOLOGIES INC
+$183.9M
1,276,267
清仓
ECL
ECOLAB INC
-$182.5M
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION
+$170.5M
4,952,738
+64%
增持
C
CITIGROUP INC
+$166.7M
11,578,643
+0%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$164.4M
0
-100%
增持
RBLX
ROBLOX CORP
+$158.8M
2,311,617
+60%
增持
WING
WINGSTOP INC
+$157.4M
737,369
+83%
建仓
RBC
RBC BEARINGS INC
+$157.2M
408,499
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$154.1M
4,702,294
-36%
减持
TME
TENCENT MUSIC ENTMT GROUP
-$151.9M
2,578,006
-82%
减持
GTLB
GITLAB INC
-$151.0M
679,549
-82%
减持
—
SPOTIFY TECHNOLOGY S A
+$139.8M
644,603
-0%
增持
WMB
WILLIAMS COS INC
+$137.8M
6,954,733
+39%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$135.8M
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$134.0M
0
-100%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
+$127.4M
2,740,841
-3%
增持
BNY
BANK NEW YORK MELLON CORP
+$126.1M
15,803,214
+1%
减持
NVDA
NVIDIA CORPORATION
+$124.2M
2,791,341
-4%
减持
MELI
MERCADOLIBRE INC
+$123.8M
210,652
-4%
增持
PYPL
PAYPAL HLDGS INC
+$120.8M
11,992,031
+2%
建仓
ZTS
ZOETIS INC
+$115.9M
743,302
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$114.7M
282,903
建仓
FIX
COMFORT SYS USA INC
+$114.6M
213,631
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$113.7M
2,595,754
+1%
清仓
GDDY
GODADDY INC
-$112.3M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$111.6M
201,065
+93%
减持
MSFT
MICROSOFT CORP
-$111.1M
522,140
-47%
增持
DHR
DANAHER CORPORATION
+$105.7M
2,672,971
+30%
减持
CME
CME GROUP INC
-$104.8M
330,984
-55%
清仓
PDD
PDD HOLDINGS INC
-$103.6M
0
-100%
减持
SHOP
SHOPIFY INC
+$101.9M
7,341,843
-6%
清仓
COHR
COHERENT CORP
-$101.9M
0
-100%
增持
FERG
FERGUSON ENTERPRISES INC
+$101.2M
759,687
+90%
减持
TW
TRADEWEB MKTS INC
-$97.9M
1,188,792
-35%
增持
NET
CLOUDFLARE INC
+$97.3M
773,192
+61%
增持
DXCM
DEXCOM INC
+$96.0M
2,519,465
+39%
增持
APG
API GROUP CORP
+$92.4M
4,878,145
+11%
增持
—
WILLIS TOWERS WATSON PLC LTD
-$91.4M
3,579,098
+2%
增持
—
SENSATA TECHNOLOGIES HLDG PL
+$90.9M
14,097,006
+3%
建仓
COF
CAPITAL ONE FINL CORP
+$90.0M
423,103
建仓
AVGO
BROADCOM INC
+$88.9M
322,685
增持
INSM
INSMED INC
+$88.1M
3,314,341
+3%
减持
—
FTAI AVIATION LTD
-$86.9M
1,292,167
-39%
清仓
DKS
DICKS SPORTING GOODS INC
-$86.6M
0
-100%
增持
BKR
BAKER HUGHES COMPANY
-$86.2M
16,677,718
+1%
建仓
FICO
FAIR ISAAC CORP
+$84.3M
46,114
增持
—
ARCH CAP GROUP LTD
-$82.9M
23,833,290
+2%
增持
MRSH
MARSH & MCLENNAN COS INC
-$79.6M
3,443,454
+1%
清仓
CCI
CROWN CASTLE INC
-$76.5M
0
-100%
增持
—
AON PLC
-$76.1M
2,176,045
+2%
减持
USB
US BANCORP DEL
-$75.2M
873,523
-68%
建仓
JKHY
HENRY JACK & ASSOC INC
+$74.3M
412,400
清仓
KR
KROGER CO
-$73.8M
0
-100%
清仓
PRMB
PRIMO BRANDS CORPORATION
-$72.8M
0
-100%
建仓
WELL
WELLTOWER INC
+$72.2M
469,952
增持
WAT
WATERS CORP
+$71.2M
389,824
+122%
增持
IOT
SAMSARA INC
+$70.8M
3,964,300
+75%
减持
—
LINDE PLC
-$69.8M
865,558
-15%
建仓
RDDT
REDDIT INC
+$69.1M
458,708
减持
VEEV
VEEVA SYS INC
+$66.3M
1,216,788
-1%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$65.9M
31,055,604
+24%
建仓
RYAN
RYAN SPECIALTY HOLDINGS INC
+$65.0M
955,446
建仓
FND
FLOOR & DECOR HLDGS INC
+$64.4M
848,467
建仓
CEG
CONSTELLATION ENERGY CORP
+$60.8M
188,497
增持
KKR
KKR & CO INC
+$60.3M
613,241
+233%
增持
USFD
US FOODS HLDG CORP
+$60.3M
3,207,416
+12%
减持
AMD
ADVANCED MICRO DEVICES INC
+$60.0M
2,486,964
-13%
减持
BSX
BOSTON SCIENTIFIC CORP
-$59.5M
8,518,201
-12%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$59.2M
650,259
-10%
清仓
NVR
NVR INC
-$58.6M
0
-100%
减持
EQIX
EQUINIX INC
-$56.8M
13,386
-84%
减持
DASH
DOORDASH INC
+$56.6M
1,196,481
-8%
减持
—
EATON CORP PLC
+$56.4M
1,176,119
-12%
建仓
NOW
SERVICENOW INC
+$56.2M
54,625
建仓
ALGN
ALIGN TECHNOLOGY INC
+$55.1M
290,819
增持
PGR
PROGRESSIVE CORP
-$53.7M
3,930,536
+1%
建仓
PINS
PINTEREST INC
+$53.0M
1,477,629
增持
IR
INGERSOLL RAND INC
+$52.7M
1,866,157
+46%
建仓
CDW
CDW CORP
+$50.7M
284,037
增持
ANET
ARISTA NETWORKS INC
+$50.2M
1,289,952
+22%
建仓
ETSY
ETSY INC
+$50.0M
997,468
清仓
WK
WORKIVA INC
-$50.0M
0
-100%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
+$49.9M
2,055,390
-16%
清仓
—
MASIMO CORP
-$49.8M
0
-100%
增持
BEKE
KE HLDGS INC
+$48.9M
7,526,606
+79%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$47.9M
427,683
-66%
增持
DUOL
DUOLINGO INC
+$47.0M
126,331
+711%
减持
MPWR
MONOLITHIC PWR SYS INC
-$46.4M
207,647
-39%
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$45.1M
2,480,300
-2%
减持
HUBS
HUBSPOT INC
-$43.6M
240,966
-23%
减持
TWST
TWIST BIOSCIENCE CORP
-$43.5M
5,061,033
-14%
增持
PSN
PARSONS CORP DEL
+$43.1M
2,114,579
+15%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$41.9M
401,364
-13%
减持
TDG
TRANSDIGM GROUP INC
-$41.5M
18,308
-63%
增持
—
GRAB HOLDINGS LIMITED
+$41.3M
39,845,418
+13%
增持
—
FLEX LTD
+$41.1M
2,048,404
+11%
清仓
EA
ELECTRONIC ARTS INC
-$39.3M
0
-100%
减持
NTNX
NUTANIX INC
-$39.3M
826,916
-44%
清仓
CROX
CROCS INC
-$39.1M
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$37.8M
2,422,863
-31%
建仓
—
AMRIZE LTD
+$37.0M
747,555
增持
LEGN
LEGEND BIOTECH CORP
+$36.9M
2,122,268
+88%
减持
MSI
MOTOROLA SOLUTIONS INC
-$36.4M
74,596
-52%
减持
KMI
KINDER MORGAN INC DEL
-$36.1M
1,665,125
-44%
增持
APO
APOLLO GLOBAL MGMT INC
+$35.4M
396,114
+161%
增持
TXN
TEXAS INSTRS INC
+$35.0M
745,787
+12%
减持
SPGI
S&P GLOBAL INC
-$34.8M
606,095
-13%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$34.7M
1,771,463
-35%
增持
—
FABRINET
+$34.5M
338,263
+2%
增持
HSIC
HENRY SCHEIN INC
+$33.3M
6,462,204
+1%
增持
—
LIVANOVA PLC
+$33.1M
1,247,609
+113%
增持
—
RADWARE LTD
+$33.1M
2,698,680
+26%
减持
CABO
CABLE ONE INC
-$32.9M
71,960
-55%
增持
WFC
WELLS FARGO CO NEW
+$32.7M
2,466,029
+7%
减持
FISV
FISERV INC
-$32.7M
618,331
-2%
清仓
MCO
MOODYS CORP
-$32.7M
0
-100%
减持
EXPD
EXPEDITORS INTL WASH INC
-$32.6M
179,911
-59%
增持
—
VIKING HOLDINGS LTD
+$31.5M
2,198,739
+2%
减持
NU
NU HLDGS LTD
+$31.3M
14,339,833
-11%
增持
AGYS
AGILYSYS INC
+$30.4M
629,891
+9%
减持
HALO
HALOZYME THERAPEUTICS INC
-$30.3M
814,741
-28%
减持
FWONK
LIBERTY MEDIA CORP DEL
+$30.2M
2,924,581
-4%
增持
—
CNH INDL N V
+$29.5M
32,950,999
+2%
