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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 23
增持 37
减持 70
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
NFLX
NETFLIX INC
-$751.1M
4,510,397
+361%
减持
SNOW
SNOWFLAKE INC
-$461.0M
1,854,894
-52%
减持
AMZN
AMAZON COM INC
-$400.5M
4,618,514
-31%
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
AVGO
BROADCOM INC
+$383.9M
1,798,313
+149%
减持
ORCL
ORACLE CORP
-$381.5M
2,294,045
-22%
增持
—
AXALTA COATING SYS LTD
+$369.9M
12,575,932
+887%
减持
SNPS
SYNOPSYS INC
-$363.4M
207,349
-78%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$346.2M
1,900,509
+174%
清仓
LUV
SOUTHWEST AIRLS CO
-$343.0M
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$337.0M
1,701,653
+380%
增持
MSFT
MICROSOFT CORP
+$315.3M
1,204,456
+133%
增持
RTX
RTX CORPORATION
+$298.6M
1,723,710
+1545%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$285.4M
5,032,751
+10%
减持
PYPL
PAYPAL HLDGS INC
-$284.3M
7,520,682
-30%
减持
SE
SEA LTD
-$283.2M
4,856,734
-4%
减持
—
GARMIN LTD
-$279.2M
5,699,823
-2%
建仓
SGI
SOMNIGROUP INTERNATIONAL INC
+$274.3M
3,072,610
增持
AAPL
APPLE INC
+$266.3M
1,833,380
+101%
减持
VEEV
VEEVA SYS INC
-$261.7M
445,271
-63%
减持
MELI
MERCADOLIBRE INC
-$254.6M
155,395
-36%
减持
GEV
GE VERNOVA INC
-$253.0M
815,112
-36%
减持
MA
MASTERCARD INCORPORATED
-$222.8M
85,307
-82%
减持
BSX
BOSTON SCIENTIFIC CORP
-$219.4M
2,569,376
-46%
减持
SHOP
SHOPIFY INC
-$192.9M
5,154,840
-25%
建仓
MDLN
MEDLINE INC
+$192.8M
4,591,588
增持
WFC
WELLS FARGO CO NEW
+$187.4M
4,266,600
+70%
增持
—
AMER SPORTS INC
+$181.9M
5,214,439
+1307%
减持
DHR
DANAHER CORPORATION
-$178.0M
1,386,008
-45%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$173.3M
1,511,992
-41%
减持
BABA
ALIBABA GROUP HLDG LTD
-$155.5M
919,312
-43%
减持
C
CITIGROUP INC
+$154.2M
11,620,256
-2%
减持
GE
GE AEROSPACE
-$154.1M
554,847
-49%
建仓
ALAB
ASTERA LABS INC
+$149.0M
895,530
清仓
ZTS
ZOETIS INC
-$146.9M
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$146.9M
4,517,317
-2%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$144.4M
15,201,766
-48%
建仓
UNP
UNION PAC CORP
+$140.0M
605,230
清仓
IOT
SAMSARA INC
-$137.4M
0
-100%
增持
WWD
WOODWARD INC
+$137.3M
1,065,294
+46%
减持
ARGX
ARGENX SE
-$135.2M
1,756,942
-20%
减持
INSM
INSMED INC
+$131.9M
4,843,749
-2%
减持
NVDA
NVIDIA CORPORATION
-$130.7M
1,883,108
-27%
减持
NOK
NOKIA CORP
+$129.0M
99,477,170
-7%
增持
PEN
PENUMBRA INC
+$128.1M
594,112
+166%
减持
PSTG
PURE STORAGE INC
-$127.5M
1,947,504
-37%
减持
JPM
JPMORGAN CHASE & CO.
-$125.8M
221,318
-65%
建仓
CVNA
CARVANA CO
+$122.4M
290,142
减持
—
EATON CORP PLC
-$121.3M
917,655
-17%
减持
FERG
FERGUSON ENTERPRISES INC
-$119.7M
139,030
-79%
清仓
SBUX
STARBUCKS CORP
-$119.0M
0
-100%
减持
COIN
COINBASE GLOBAL INC
-$117.9M
471,945
-29%
建仓
WCC
WESCO INTL INC
+$116.8M
477,485
增持
ADI
ANALOG DEVICES INC
+$114.5M
646,135
+161%
清仓
HUBS
HUBSPOT INC
-$111.6M
0
-100%
减持
IQV
IQVIA HLDGS INC
+$107.7M
3,371,385
-2%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$104.2M
1,993,220
-16%
减持
XYL
XYLEM INC
-$103.3M
3,214,458
-12%
建仓
—
TOPBUILD CORP
+$101.4M
243,174
建仓
CAT
CATERPILLAR INC
+$100.1M
174,779
建仓
EW
EDWARDS LIFESCIENCES CORP
+$99.5M
1,166,715
减持
TYL
TYLER TECHNOLOGIES INC
-$94.5M
399,177
-24%
清仓
HUBB
HUBBELL INC
-$94.1M
0
-100%
减持
GWRE
GUIDEWIRE SOFTWARE INC
-$91.9M
1,060,968
-20%
增持
—
SPOTIFY TECHNOLOGY S A
-$90.8M
974,087
+4%
减持
WMB
WILLIAMS COS INC
-$88.9M
5,104,961
-18%
减持
—
WILLIS TOWERS WATSON PLC LTD
-$87.1M
3,461,646
-2%
增持
CEG
CONSTELLATION ENERGY CORP
+$85.5M
417,487
+122%
减持
—
ARCH CAP GROUP LTD
+$85.2M
23,247,700
-2%
清仓
DUOL
DUOLINGO INC
-$82.5M
0
-100%
增持
RBLX
ROBLOX CORP
-$81.2M
2,292,340
+19%
清仓
FISV
FISERV INC
-$81.2M
0
-100%
减持
—
LINDE PLC
-$80.4M
715,654
-12%
增持
ABNB
AIRBNB INC
+$76.3M
1,356,963
+53%
建仓
TXRH
TEXAS ROADHOUSE INC
+$76.2M
459,129
减持
CARR
CARRIER GLOBAL CORPORATION
-$75.4M
4,394,738
-15%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$75.3M
3,831,865
-21%
减持
BKR
BAKER HUGHES COMPANY
-$73.9M
16,903,794
-2%
增持
LLY
ELI LILLY & CO
+$73.4M
95,578
+148%
增持
META
META PLATFORMS INC
-$72.9M
2,410,398
+6%
增持
PGR
PROGRESSIVE CORP
+$72.6M
4,672,994
+16%
减持
—
CRH PLC
-$71.9M
1,793,888
-27%
减持
AZO
AUTOZONE INC
-$70.7M
44,592
-14%
减持
BEKE
KE HLDGS INC
-$69.8M
4,621,156
-38%
减持
MRSH
MARSH & MCLENNAN COS INC
-$69.7M
3,357,826
-2%
清仓
FND
FLOOR & DECOR HLDGS INC
-$68.9M
0
-100%
清仓
CIEN
CIENA CORP
-$63.3M
0
-100%
增持
MDB
MONGODB INC
+$63.2M
428,495
+14%
增持
DBVT
DBV TECHNOLOGIES S A
+$62.9M
3,309,055
+6273%
减持
LRCX
LAM RESEARCH CORP
-$62.3M
7,951,029
-25%
清仓
TME
TENCENT MUSIC ENTMT GROUP
-$62.3M
0
-100%
增持
ROK
ROCKWELL AUTOMATION INC
+$62.1M
218,176
+234%
增持
TTAN
SERVICETITAN INC
+$61.5M
1,617,353
+47%
减持
—
CNH INDL N V
-$60.5M
31,822,953
-2%
减持
HOOD
ROBINHOOD MKTS INC
-$60.0M
730,070
-27%
建仓
AMAT
APPLIED MATLS INC
+$58.2M
226,485
减持
RYAN
RYAN SPECIALTY HOLDINGS INC
-$57.6M
128,282
-89%
减持
—
AON PLC
-$57.4M
1,117,428
-12%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$57.4M
2,850,401
+3%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$56.9M
0
-100%
增持
GKOS
GLAUKOS CORP
+$55.4M
702,818
+139%
清仓
EVR
EVERCORE INC
-$54.2M
0
-100%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$53.1M
328,118
-26%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$53.0M
204,838
减持
GOOGL
ALPHABET INC
-$52.5M
5,680,236
-25%
减持
—
ASCENDIS PHARMA A/S
-$51.9M
3,225,885
-13%
减持
AMD
ADVANCED MICRO DEVICES INC
-$50.4M
1,527,275
-35%
减持
—
ASML HOLDING N V
-$49.6M
3,723
-93%
减持
HSIC
HENRY SCHEIN INC
+$48.9M
6,647,378
-3%
建仓
AYI
ACUITY INC
+$48.2M
134,004
清仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
-$48.2M
0
-100%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$48.2M
2,393,215
-12%
建仓
BE
BLOOM ENERGY CORP
+$46.5M
535,046
增持
GOOG
ALPHABET INC
+$46.1M
581,343
+4%
增持
VST
VISTRA CORP
+$45.6M
1,200,928
+59%
建仓
PB
PROSPERITY BANCSHARES INC
+$44.8M
648,554
清仓
KKR
KKR & CO INC
-$42.6M
0
-100%
增持
BRKR
BRUKER CORP
+$42.5M
1,192,708
+183%
增持
FICO
FAIR ISAAC CORP
+$42.5M
75,623
+33%
减持
BNY
BANK NEW YORK MELLON CORP
+$42.4M
14,759,534
-4%
建仓
LASR
NLIGHT INC
+$41.3M
1,101,436
清仓
HUT
HUT 8 CORP
-$41.2M
0
-100%
增持
PSN
PARSONS CORP DEL
-$40.3M
2,477,159
+6%
减持
SU
SUNCOR ENERGY INC NEW
+$39.6M
32,818,241
-3%
清仓
—
AVIDITY BIOSCIENCES INC
-$39.4M
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$38.6M
384,490
-14%
减持
MPWR
MONOLITHIC PWR SYS INC
-$38.0M
153,862
-20%
建仓
RAL
RALLIANT CORP
+$37.8M
742,302
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$37.5M
130,112
减持
NET
CLOUDFLARE INC
-$37.4M
588,598
-18%
清仓
LKQ
LKQ CORP
-$36.8M
0
-100%
建仓
AME
AMETEK INC
+$36.8M
179,025
增持
WAT
WATERS CORP
+$35.5M
373,708
+5%
增持
IONS
IONIS PHARMACEUTICALS INC
+$35.2M
1,181,416
+33%
建仓
SAIL
SAILPOINT INC
+$35.2M
1,740,124
建仓
SLGN
SILGAN HLDGS INC
+$35.1M
870,049
减持
ONC
BEONE MEDICINES LTD
-$34.9M
165,241
-34%
减持
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$34.6M
1,246,723
-37%
减持
WELL
WELLTOWER INC
-$34.1M
262,930
-43%
减持
HWM
HOWMET AEROSPACE INC
-$33.7M
264,087
-41%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$33.6M
300,931
+4%
增持
MRK
MERCK & CO INC
+$33.6M
1,383,297
+4%
增持
INSP
INSPIRE MED SYS INC
+$33.4M
785,742
+49%
建仓
RVTY
REVVITY INC
+$32.3M
333,968
减持
LEGN
LEGEND BIOTECH CORP
-$32.2M
2,341,074
-8%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$31.7M
192,067
-13%
减持
SPGI
S&P GLOBAL INC
-$31.2M
685,769
-14%
清仓
WAFD
WAFD INC
-$31.0M
0
-100%
减持
BWXT
BWX TECHNOLOGIES INC
-$30.6M
1,094,914
-8%
建仓
GH
GUARDANT HEALTH INC
+$29.7M
290,352
清仓
NOW
SERVICENOW INC
-$29.4M
0
-100%
