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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 48
减持 66
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
CPNG
COUPANG INC
+$635.7M
33,669,665
减持
MSFT
MICROSOFT CORP
-$582.0M
1,396
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$439.1M
0
-100%
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
ARGX
ARGENX SE
-$405.5M
1,467,982
-16%
增持
—
AXALTA COATING SYS LTD
+$391.3M
28,796,203
+129%
减持
NFLX
NETFLIX INC.
-$387.8M
364,887
-92%
减持
AAPL
APPLE INC
-$342.9M
612,826
-67%
增持
—
ICON PLC
-$336.4M
8,278,945
+20%
清仓
DHR
DANAHER CORPORATION
-$317.3M
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$317.0M
5,201,144
+346%
减持
SU
SUNCOR ENERGY INC NEW
-$314.7M
17,262,055
-47%
减持
SHOP
SHOPIFY INC
-$312.3M
4,362,111
-15%
减持
SNOW
SNOWFLAKE INC
-$306.9M
662,734
-64%
减持
ORCL
ORACLE CORP
-$305.3M
963,824
-58%
建仓
IWM
ISHARES TR
+$302.6M
1,220,000
建仓
SPY
STATE STR SPDR S&P 500 ETF T
+$292.7M
450,000
增持
JPM
JPMORGAN CHASE & CO
+$287.2M
1,218,651
+451%
减持
LRCX
LAM RESEARCH CORP
-$286.4M
5,029,666
-37%
减持
SPGI
S&P GLOBAL INC
-$285.7M
170,895
-75%
增持
AXP
AMERICAN EXPRESS CO
-$281.6M
4,593,883
+2%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$263.3M
5,127,175
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$260.7M
1,457,657
+91%
减持
META
META PLATFORMS INC
-$250.8M
2,342,672
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$242.2M
44,384
-98%
增持
INSM
INSMED INC
+$224.3M
6,527,301
+35%
增持
MRSH
MARSH & MCLENNAN COS INC
+$222.8M
4,875,857
+45%
清仓
VST
VISTRA CORP
-$193.7M
0
-100%
清仓
PEN
PENUMBRA INC
-$184.7M
0
-100%
增持
WWD
WOODWARD INC
+$182.4M
1,409,344
+32%
减持
—
SENSATA TECHNOLOGIES HLDG PL
-$180.4M
7,428,537
-44%
增持
SE
SEA LTD
-$176.2M
5,354,463
+10%
清仓
HUM
HUMANA INC
-$175.4M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$167.1M
1,344,848
-21%
减持
XYL
XYLEM INC
-$165.9M
2,275,214
-29%
减持
GOOGL
ALPHABET INC
-$161.8M
5,620,213
-1%
增持
FITB
FIFTH THIRD BANCORP
+$156.9M
4,054,382
+503%
增持
HWM
HOWMET AEROSPACE INC
+$155.3M
908,806
+244%
增持
—
LINDE PLC
+$151.9M
921,970
+29%
减持
PSN
PARSONS CORP DEL
-$147.7M
99,547
-96%
清仓
CEG
CONSTELLATION ENERGY CORP
-$147.5M
0
-100%
增持
RBLX
ROBLOX CORP
+$143.0M
5,812,398
+154%
增持
AJG
GALLAGHER ARTHUR J & CO
+$138.6M
884,899
+332%
减持
—
CRH PLC
-$138.1M
816,200
-55%
增持
—
AON PLC
+$136.4M
1,644,152
+47%
减持
TTAN
SERVICETITAN INC
-$135.8M
573,859
-65%
减持
WING
WINGSTOP INC
-$124.6M
470,483
-43%
减持
—
GARMIN LTD
+$124.4M
5,519,637
-3%
增持
RTX
RTX CORPORATION
+$122.6M
2,274,209
+32%
增持
BNY
BANK NEW YORK MELLON CORP
+$122.4M
15,475,573
+5%
清仓
CCC
CCC INTELLIGENT SOLUTIONS HL
-$120.9M
0
-100%
增持
MDB
MONGODB INC
+$120.5M
1,227,170
+186%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$118.1M
2,657,893
-7%
增持
LLY
ELI LILLY & CO
+$118.1M
240,038
+151%
增持
TWST
TWIST BIOSCIENCE CORP
+$117.7M
6,367,777
+9%
建仓
LMT
LOCKHEED MARTIN CORP
+$117.4M
194,262
建仓
PH
PARKER-HANNIFIN CORP
+$111.3M
124,297
清仓
ARES
ARES MANAGEMENT CORPORATION
-$110.3M
0
-100%
减持
WFC
WELLS FARGO & CO
-$106.4M
3,658,797
-14%
增持
IQV
IQVIA HLDGS INC
+$102.8M
5,058,865
+50%
增持
MDLN
MEDLINE INC
+$102.2M
6,629,443
+44%
清仓
SNPS
SYNOPSYS INC
-$97.4M
0
-100%
减持
IRTC
IRHYTHM HOLDINGS INC
-$97.1M
1,450,907
-4%
减持
—
EATON CORP PLC
-$94.5M
553,010
-40%
增持
CBRE
CBRE GROUP INC
-$92.1M
3,957,996
+1%
减持
NOK
NOKIA CORP
+$90.4M
91,298,033
-8%
减持
LYV
LIVE NATION ENTERTAINMENT IN
-$88.2M
1,284,355
-36%
减持
ALAB
ASTERA LABS INC
-$87.5M
560,579
-37%
减持
VCYT
VERACYTE INC
-$86.6M
5,496,370
-12%
减持
FIX
COMFORT SYS USA INC
+$85.3M
208,177
-4%
清仓
JBTM
JBT MAREL CORPORATION
-$85.1M
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC
-$84.9M
0
-100%
增持
SMTC
SEMTECH CORP
+$83.4M
1,558,034
+216%
建仓
HTHT
H WORLD GROUP LTD
+$81.5M
1,619,778
减持
MOD
MODINE MFG CO
+$79.8M
987,893
-2%
减持
ZS
ZSCALER INC
-$79.5M
385,216
-35%
增持
SCHW
SCHWAB CHARLES CORP
-$79.0M
17,451,048
+1%
增持
—
MAKEMYTRIP LIMITED MAURITIUS
-$75.4M
3,090,778
+33%
建仓
RKT
ROCKET COS INC
+$74.1M
5,197,983
增持
DASH
DOORDASH INC
-$73.4M
2,068,019
+22%
减持
GEV
GE VERNOVA INC
+$73.4M
694,413
-15%
减持
GE
GE AEROSPACE
-$72.1M
348,127
-37%
减持
—
FTAI AVIATION LTD
-$70.6M
515,774
-48%
减持
V
VISA INC
-$69.4M
924,516
-7%
减持
MELI
MERCADOLIBRE INC
-$68.8M
141,258
-9%
增持
SGI
SOMNIGROUP INTERNATIONAL INC
+$67.9M
4,629,325
+51%
建仓
SITM
SITIME CORP
+$67.7M
196,007
增持
—
SPOTIFY TECHNOLOGY S A
+$67.7M
1,306,047
+34%
减持
CVNA
CARVANA CO
-$64.3M
184,932
-36%
清仓
ROKU
ROKU INC
-$62.7M
0
-100%
增持
AMZN
AMAZON COM INC
+$62.5M
5,418,628
+17%
建仓
TW
TRADEWEB MKTS INC
+$62.5M
530,801
减持
RDDT
REDDIT INC
-$61.8M
594,524
-4%
增持
IONS
IONIS PHARMACEUTICALS INC
+$61.1M
2,058,308
+74%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.7M
2,605,656
+0%
增持
EOG
EOG RES INC
+$57.6M
1,338,949
+3%
增持
SITE
SITEONE LANDSCAPE SUPPLY INC
+$56.2M
836,975
+89%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$55.3M
169,948
-48%
增持
SLB
SLB LIMITED
+$54.7M
3,785,859
+4%
清仓
AXON
AXON ENTERPRISE INC
-$54.3M
0
-100%
减持
—
ARCH CAP GROUP LTD
-$54.2M
22,666,011
-3%
减持
FWONK
LIBERTY MEDIA CORP DEL
-$53.8M
2,139,982
-11%
减持
COR
CENCORA INC
-$52.6M
1,035,185
-7%
清仓
NDAQ
NASDAQ INC
-$52.2M
0
-100%
减持
C
CITIGROUP INC
-$52.0M
11,497,962
-1%
减持
GS
GOLDMAN SACHS GROUP INC
-$52.0M
230,175
-18%
减持
ABNB
AIRBNB INC
-$51.9M
1,047,700
-23%
减持
—
CNH INDL N V
+$51.3M
31,333,813
-2%
增持
—
ASCENDIS PHARMA A/S
+$51.0M
3,230,188
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$50.7M
1,763,242
-7%
减持
—
FLEXTRONICS INTL LTD
-$50.5M
548,306
-62%
减持
FICO
FAIR ISAAC CORP
-$50.1M
72,816
-4%
减持
AZO
AUTOZONE INC
-$49.4M
30,137
-32%
清仓
WELL
WELLTOWER INC
-$48.8M
0
-100%
清仓
AYI
ACUITY INC
-$48.2M
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$46.2M
136,703
增持
CGNX
COGNEX CORP
+$46.0M
1,729,361
+61%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC
+$45.9M
1,638,490
+25%
减持
COHR
COHERENT CORP
-$45.7M
322,874
-51%
增持
GH
GUARDANT HEALTH INC
+$45.6M
814,571
+181%
建仓
RKLB
ROCKET LAB CORP
+$45.5M
708,101
减持
RBC
RBC BEARINGS INC
+$45.2M
576,225
-3%
减持
CAE
CAE INC
-$45.1M
1,413,596
-48%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$45.0M
346,469
-10%
减持
HDB
HDFC BANK LTD
-$44.7M
3,610,885
-2%
减持
USFD
US FOODS HLDG CORP
+$42.9M
3,020,204
-3%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$42.0M
1,145,240
+8%
增持
PODD
INSULET CORP
-$41.9M
692,974
+5%
增持
FANG
DIAMONDBACK ENERGY INC
+$41.4M
781,441
+4%
减持
VEEV
VEEVA SYS INC
-$38.9M
344,400
-23%
清仓
HLNE
HAMILTON LANE INC
-$38.8M
0
-100%
减持
—
AMER SPORTS INC
-$38.8M
4,738,498
-9%
减持
KO
COCA COLA CO
-$37.8M
1,326,462
-33%
减持
—
GRAB HOLDINGS LIMITED
-$37.8M
27,805,098
-1%
建仓
ONTO
ONTO INNOVATION INC
+$37.3M
182,031
增持
—
WILLIS TOWERS WATSON PLC LTD
-$36.7M
3,786,617
+9%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$36.1M
866,703
-26%
增持
VIST
VISTA ENERGY S.A.B. DE C.V.
+$35.9M
826,830
+52%
增持
BE
BLOOM ENERGY CORP
+$35.5M
605,477
+13%
清仓
CRBG
COREBRIDGE FINL INC
-$35.1M
0
-100%
减持
ARM
ARM HOLDINGS PLC
-$34.7M
669,054
-46%
减持
BAC
BANK AMERICA CORP
-$33.7M
2,857,837
-9%
建仓
BRO
BROWN & BROWN INC
+$33.0M
506,724
建仓
VLTO
VERALTO CORP
+$32.9M
372,199
建仓
MDA
MDA SPACE LTD
+$32.8M
1,293,000
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$32.7M
83,472
减持
INSP
INSPIRE MED SYS INC
-$32.2M
780,575
-1%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$32.1M
382,121
增持
PGR
PROGRESSIVE CORP
-$31.5M
5,209,004
+11%
减持
BABA
ALIBABA GROUP HLDG LTD
-$30.7M
828,994
-10%
清仓
PINS
PINTEREST INC
-$30.6M
0
-100%
