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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 41
减持 58
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
TEAM
ATLASSIAN CORPORATION
-$787.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$481.6M
6,679,157
+49%
增持
LRCX
LAM RESEARCH CORP
+$464.6M
10,630,266
+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。
减持
BSX
BOSTON SCIENTIFIC CORP
-$450.6M
4,756,162
-44%
减持
GOOGL
ALPHABET INC
+$405.3M
7,529,565
-7%
增持
INSM
INSMED INC
+$377.5M
4,937,683
+49%
减持
NFLX
NETFLIX INC
-$374.4M
979,203
-15%
减持
—
AON PLC
-$324.6M
1,266,770
-42%
减持
ARGX
ARGENX SE
+$317.4M
2,186,510
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$310.3M
853,935
-65%
建仓
—
CRH PLC
+$295.8M
2,467,039
增持
SNPS
SYNOPSYS INC
+$293.6M
934,034
+186%
清仓
SMH
VANECK ETF TRUST
-$292.9M
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$290.2M
1,623,721
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$289.5M
0
-100%
减持
SNOW
SNOWFLAKE INC
-$240.1M
3,848,053
-22%
减持
BNY
BANK NEW YORK MELLON CORP
+$231.2M
15,336,335
-3%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$230.8M
2,770,920
+22%
建仓
COIN
COINBASE GLOBAL INC
+$224.7M
665,688
清仓
DXCM
DEXCOM INC
-$219.9M
0
-100%
增持
C
CITIGROUP INC
+$216.2M
11,839,651
+2%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$211.7M
693,175
减持
ARM
ARM HOLDINGS PLC
-$207.3M
860,625
-58%
减持
—
GARMIN LTD
+$205.6M
5,829,901
-1%
增持
BKR
BAKER HUGHES COMPANY
+$204.2M
17,316,358
+4%
建仓
JPM
JPMORGAN CHASE & CO.
+$197.1M
624,892
减持
—
ICON PLC
+$192.4M
7,071,360
-2%
建仓
WWD
WOODWARD INC
+$184.7M
730,961
减持
SHOP
SHOPIFY INC
+$175.8M
6,881,474
-6%
清仓
TW
TRADEWEB MKTS INC
-$174.0M
0
-100%
减持
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$173.9M
443,962
-75%
减持
PYPL
PAYPAL HLDGS INC
-$167.9M
10,787,126
-10%
增持
—
SPOTIFY TECHNOLOGY S A
+$161.8M
940,457
+46%
增持
SU
SUNCOR ENERGY INC NEW
+$153.0M
33,868,775
+0%
增持
AVGO
BROADCOM INC
+$149.6M
722,953
+124%
减持
TYL
TYLER TECHNOLOGIES INC
-$138.5M
526,928
-25%
清仓
LPLA
LPL FINL HLDGS INC
-$137.8M
0
-100%
增持
IQV
IQVIA HLDGS INC
+$136.5M
3,433,957
+5%
清仓
CI
THE CIGNA GROUP
-$133.0M
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$130.2M
0
-100%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$129.8M
221,471
建仓
—
ACCENTURE PLC IRELAND
+$127.6M
517,497
减持
—
WILLIS TOWERS WATSON PLC LTD
+$127.6M
3,544,838
-1%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$126.9M
4,872,084
+4%
建仓
MDB
MONGODB INC
+$116.6M
375,719
增持
GS
GOLDMAN SACHS GROUP INC
+$116.2M
310,833
+68%
增持
CBRE
CBRE GROUP INC
+$115.5M
4,021,991
+9%
建仓
COHR
COHERENT CORP
+$115.2M
1,069,634
减持
ANET
ARISTA NETWORKS INC
-$112.8M
131,755
-90%
减持
GE
GE AEROSPACE
-$108.3M
1,080,324
-36%
清仓
—
WNS HLDGS LTD
-$101.0M
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$97.5M
96,053
-52%
建仓
WAY
WAYSTAR HLDG CORP
+$95.5M
2,518,390
增持
RDDT
REDDIT INC
+$85.0M
669,912
+46%
增持
RBC
RBC BEARINGS INC
+$84.6M
619,592
+52%
增持
VCYT
VERACYTE INC
+$82.2M
7,370,467
+17%
增持
FIX
COMFORT SYS USA INC
+$78.7M
234,223
+10%
增持
DASH
DOORDASH INC
+$77.8M
1,370,479
+15%
清仓
JKHY
HENRY JACK & ASSOC INC
-$74.3M
0
-100%
减持
VST
VISTRA CORP
-$73.8M
755,979
-34%
减持
—
CNH INDL N V
-$73.2M
32,615,158
-1%
增持
—
LIVANOVA PLC
+$71.0M
2,427,045
+95%
增持
SPGI
S&P GLOBAL INC
+$70.0M
800,443
+32%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.3M
2,646,052
+2%
增持
MOD
MODINE MFG CO
+$68.0M
1,131,110
+20%
减持
PSTG
PURE STORAGE INC
+$67.1M
3,078,062
-7%
增持
—
VIKING HOLDINGS LTD
+$65.8M
2,944,248
+34%
建仓
CIEN
CIENA CORP
+$63.3M
434,292
清仓
NTNX
NUTANIX INC
-$63.2M
0
-100%
减持
SE
SEA LTD
+$62.9M
5,051,047
-4%
减持
ADI
ANALOG DEVICES INC
-$62.8M
247,108
-52%
减持
MRSH
MARSH & MCLENNAN COS INC
-$60.2M
3,437,011
-0%
减持
XYL
XYLEM INC
+$58.4M
3,668,436
-2%
增持
PGR
PROGRESSIVE CORP
-$57.4M
4,015,192
+2%
增持
TTAN
SERVICETITAN INC
+$56.4M
1,098,329
+117%
清仓
APO
APOLLO GLOBAL MGMT INC
-$56.2M
0
-100%
建仓
ROKU
ROKU INC
+$55.7M
555,873
增持
CARR
CARRIER GLOBAL CORPORATION
-$54.9M
5,152,640
+4%
清仓
VRSK
VERISK ANALYTICS INC
-$54.8M
0
-100%
建仓
EVR
EVERCORE INC
+$54.2M
160,544
建仓
—
ASML HOLDING N V
+$53.6M
55,397
建仓
KC
KINGSOFT CLOUD HLDGS LTD
+$51.5M
3,452,038
减持
—
ASCENDIS PHARMA A/S
+$51.0M
3,720,880
-7%
减持
AXP
AMERICAN EXPRESS CO
+$50.3M
4,588,907
-1%
清仓
ETSY
ETSY INC
-$50.0M
0
-100%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$49.8M
1,327,795
-12%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$49.4M
4,576,805
+25%
清仓
KMI
KINDER MORGAN INC DEL
-$49.0M
0
-100%
减持
ORCL
ORACLE CORP
+$46.8M
2,946,478
-18%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$46.4M
1,992,958
-3%
减持
—
FABRINET
-$46.3M
146,525
-57%
减持
NOK
NOKIA CORP
-$45.5M
106,986,160
-1%
建仓
COMP
COMPASS INC
+$45.5M
5,661,574
建仓
IT
GARTNER INC
+$44.7M
169,966
清仓
—
ARIS WATER SOLUTIONS INC
-$44.2M
0
-100%
增持
IONS
IONIS PHARMACEUTICALS INC
+$44.2M
890,072
+151%
清仓
CNC
CENTENE CORP DEL
-$43.6M
0
-100%
清仓
—
CONFLUENT INC
-$43.5M
0
-100%
清仓
—
ELASTIC N V
-$43.5M
0
-100%
减持
—
FTAI AVIATION LTD
+$42.2M
1,143,520
-12%
增持
PSN
PARSONS CORP DEL
+$41.6M
2,331,921
+10%
建仓
HUT
HUT 8 CORP
+$41.2M
1,184,500
减持
WMB
WILLIAMS COS INC
-$41.1M
6,246,995
-10%
减持
NVDA
NVIDIA CORPORATION
+$40.9M
2,582,867
-7%
减持
—
GRAB HOLDINGS LIMITED
-$40.1M
26,637,704
-33%
减持
INTA
INTAPP INC
-$39.9M
704,192
-47%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$39.6M
220,085
-45%
清仓
USB
US BANCORP DEL
-$39.5M
0
-100%
减持
KKR
KKR & CO INC
-$39.0M
327,600
-47%
减持
HALO
HALOZYME THERAPEUTICS INC
-$37.8M
62,591
-92%
增持
BAX
BAXTER INTL INC
-$37.3M
5,013,995
+0%
减持
BWXT
BWX TECHNOLOGIES INC
+$35.9M
1,192,148
-7%
清仓
MO
ALTRIA GROUP INC
-$35.7M
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
+$33.8M
17,725,669
-2%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$33.6M
206,254
+2%
减持
AAPL
APPLE INC
+$33.1M
911,715
-6%
减持
DHR
DANAHER CORPORATION
-$32.8M
2,497,958
-7%
增持
IBP
INSTALLED BLDG PRODS INC
+$31.7M
244,515
+54%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$31.4M
0
-100%
增持
ZTS
ZOETIS INC
+$31.0M
1,004,211
+35%
清仓
ENB
ENBRIDGE INC
-$30.8M
0
-100%
增持
DUOL
DUOLINGO INC
+$30.7M
256,262
+103%
清仓
GTLB
GITLAB INC
-$30.7M
0
-100%
减持
—
CLEARWATER ANALYTICS HLDGS I
-$30.1M
483,792
-73%
减持
WAT
WATERS CORP
-$29.7M
354,899
-9%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$29.4M
0
-100%
建仓
CGNX
COGNEX CORP
+$29.4M
648,671
减持
NU
NU HLDGS LTD
-$29.3M
10,455,872
-27%
减持
—
SHARKNINJA INC
-$29.1M
138,728
-68%
减持
—
AERCAP HOLDINGS NV
-$28.7M
150,501
-62%
增持
SNA
SNAP ON INC
+$28.5M
150,414
+98%
减持
—
KORNIT DIGITAL LTD
-$28.4M
1,997,521
-28%
清仓
TDG
TRANSDIGM GROUP INC
-$27.8M
0
-100%
减持
ABNB
AIRBNB INC
-$27.7M
888,037
-13%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$27.6M
1,153,955
+56%
清仓
ALAB
ASTERA LABS INC
-$27.2M
0
-100%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$27.0M
29,114,253
-6%
减持
NOW
SERVICENOW INC
-$26.8M
31,918
-42%
清仓
—
CYBERARK SOFTWARE LTD
-$26.7M
0
-100%
清仓
S
SENTINELONE INC
-$26.1M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$26.1M
290,241
+3%
建仓
STZ
CONSTELLATION BRANDS INC
+$25.9M
192,534
建仓
LEU
CENTRUS ENERGY CORP
+$25.8M
83,127
增持
ARMK
ARAMARK
+$25.7M
1,131,501
+166%
减持
MPWR
MONOLITHIC PWR SYS INC
+$25.6M
192,749
-7%
增持
FISV
FISERV INC
-$25.4M
629,478
+2%
减持
—
ARCH CAP GROUP LTD
-$25.3M
23,638,106
-1%
增持
LOAR
LOAR HOLDINGS INC
+$25.0M
612,357
+120%
减持
AMD
ADVANCED MICRO DEVICES INC
+$24.6M
2,333,254
-6%
减持
META
META PLATFORMS INC
-$24.6M
2,265,811
-1%
