Artisan Partners Limited Partnership Q1 2018 Filing

Filed May 10, 2018

Portfolio Value

$49.2M

Holdings

264

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (264 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	VVISA INC	8,269,734	$989K	2.01%
2	LKQ1LKQ CORP	24,934,833	$946K	1.92%
3	TELTE CONNECTIVITY LTD	9,309,002	$930K	1.89%
4	IMOIMPERIAL OIL LTD	29,228,813	$774K	1.57%
5	TRVCCITIGROUP INC	11,345,417	$766K	1.56%
6	BSXBOSTON SCIENTIFIC CORP	26,704,378	$730K	1.48%
7	SPGIS&P GLOBAL INC	3,737,447	$714K	1.45%
8	BKBANK NEW YORK MELLON CORP	13,605,620	$701K	1.42%
9	ORCLORACLE CORP	15,076,556	$690K	1.40%
10	APTVAPTIV PLC	7,848,147	$667K	1.35%
11	MRSHMARSH & MCLENNAN COS INC	7,851,174	$648K	1.32%
12	GOOGLALPHABET INC	615,015	$638K	1.30%
13	QCOMQUALCOMM INC	11,014,540	$610K	1.24%
14	GPNGLOBAL PMTS INC	5,224,651	$583K	1.18%
15	CP.TOCANADIAN PAC RY LTD	3,272,646	$578K	1.17%
16	BACBANK AMER CORP	18,212,712	$546K	1.11%
17	STTSTATE STR CORP	5,338,389	$532K	1.08%
18	NBL2EURNOBLE ENERGY INC	15,854,643	$480K	0.98%
19	ASMLASML HOLDING N V	2,375,789	$472K	0.96%
20	AXPAMERICAN EXPRESS CO	4,964,107	$463K	0.94%
21	HDBHDFC BANK LTD	4,643,387	$459K	0.93%
22	PBRPETROLEO BRASILEIRO SA PETRO	32,185,974	$455K	0.92%
23	AWNADVANCE AUTO PARTS INC	3,685,527	$437K	0.89%
24	TEAMATLASSIAN CORP PLC	8,059,157	$435K	0.88%
25	CCEPCOCA COLA EUROPEAN PARTNERS	10,066,364	$419K	0.85%
26	VEEVVEEVA SYS INC	5,384,578	$393K	0.80%
27	PXDEURPIONEER NAT RES CO	2,250,210	$387K	0.78%
28	BABAALIBABA GROUP HLDG LTD	1,839,816	$338K	0.69%
29	DATATABLEAU SOFTWARE INC	4,137,208	$334K	0.68%
30	GWREGUIDEWIRE SOFTWARE INC	4,098,715	$331K	0.67%
31	PFPTPROOFPOINT INC	2,901,125	$330K	0.67%
32	METAFACEBOOK INC	2,020,378	$323K	0.66%
33	AMZNAMAZON COM INC	220,575	$319K	0.65%
34	HRSEURHARRIS CORP DEL	1,968,688	$318K	0.64%	Call
35	NTESNETEASE INC	1,114,297	$312K	0.63%	Call
36	LBTYBLIBERTY GLOBAL PLC	10,224,307	$311K	0.63%
37	JNJJOHNSON & JOHNSON	2,411,640	$309K	0.63%
38	FLRFLUOR CORP NEW	5,329,940	$305K	0.62%
39	FDXFEDEX CORP	1,242,435	$298K	0.61%
40	UTXZUNITED TECHNOLOGIES CORP	2,340,244	$294K	0.60%
41	AMTTD AMERITRADE HLDG CORP	4,903,869	$290K	0.59%
42	CXOEURCONCHO RES INC	1,888,158	$284K	0.58%
43	—FERRELLGAS PARTNERS L.P.	90,000	$281K	0.57%
44	ELVANTHEM INC	1,275,426	$280K	0.57%
45	EWEDWARDS LIFESCIENCES CORP	1,893,266	$264K	0.54%
46	GOOGALPHABET INC	254,376	$262K	0.53%
47	HESHESS CORP	5,167,810	$262K	0.53%
48	ALAIR LEASE CORP	6,126,142	$261K	0.53%
49	MSFTMICROSOFT CORP	2,839,056	$259K	0.53%
50	CITCINTAS CORP	1,507,489	$257K	0.52%
51	ROPROPER TECHNOLOGIES INC	907,738	$255K	0.52%
52	CRMSALESFORCE COM INC	2,189,395	$255K	0.52%
53	BWXTBWX TECHNOLOGIES INC	3,974,474	$252K	0.51%
54	FRCBFIRST REP BK SAN FRANCISCO C	2,642,243	$245K	0.50%
55	WBC1EURWABCO HLDGS INC	1,779,675	$238K	0.48%
56	YUSDALLEGHANY CORP DEL	383,449	$236K	0.48%
57	CECELANESE CORP DEL	2,347,280	$235K	0.48%
58	DVNDEVON ENERGY CORP NEW	7,380,094	$235K	0.48%
59	JDJD COM INC	5,730,048	$232K	0.47%
60	ANAUTONATION INC	4,913,928	$230K	0.47%
61	BKNGBOOKING HLDGS INC	108,667	$226K	0.46%
62	FANGDIAMONDBACK ENERGY INC	1,779,089	$225K	0.46%
63	SIVBEURSVB FINL GROUP	932,388	$224K	0.45%
64	—LIBERTY INTERACTIVE CORP	8,887,149	$224K	0.45%
65	WPWORLDPAY INC	2,643,445	$217K	0.44%
66	—GARDNER DENVER HLDGS INC	6,967,934	$214K	0.43%
67	MSIMOTOROLA SOLUTIONS INC	1,912,411	$201K	0.41%
68	IACIEURIAC INTERACTIVECORP	1,237,873	$194K	0.39%
69	TRUTRANSUNION	3,245,154	$184K	0.37%
70	MXIMMAXIM INTEGRATED PRODS INC	2,966,377	$179K	0.36%
71	FITBFIFTH THIRD BANCORP	5,483,376	$174K	0.35%
72	NTRNUTRIEN LTD	3,672,481	$174K	0.35%
73	LBTYBLIBERTY GLOBAL PLC	5,452,707	$171K	0.35%
74	NWSANEWS CORP NEW	10,631,204	$168K	0.34%
75	BBBLACKBERRY LTD	14,523	$167K	0.34%
76	JECUSDJACOBS ENGR GROUP INC DEL	2,794,789	$165K	0.34%
77	MTCHEURMATCH GROUP INC	3,712,108	$165K	0.33%
78	NBIXNEUROCRINE BIOSCIENCES INC	1,966,109	$163K	0.33%
79	TMKTORCHMARK CORP	1,908,267	$161K	0.33%
80	MNSTMONSTER BEVERAGE CORP NEW	2,765,748	$158K	0.32%
81	WABWABTEC CORP	1,903,244	$155K	0.31%
82	CICIGNA CORPORATION	920,448	$154K	0.31%
83	DFSEURDISCOVER FINL SVCS	2,135,726	$154K	0.31%
84	SKAASKECHERS U S A INC	3,918,203	$152K	0.31%
85	KRKROGER CO	6,326,284	$151K	0.31%
86	SWKSTANLEY BLACK & DECKER INC	984,774	$151K	0.31%
87	MTBM & T BK CORP	812,731	$150K	0.30%
88	GNTXGENTEX CORP	6,429,955	$148K	0.30%
89	LRCXEURLAM RESEARCH CORP	712,138	$145K	0.29%
90	ALBALBEMARLE CORP	1,557,135	$144K	0.29%
91	ADIANALOG DEVICES INC	1,582,932	$144K	0.29%
92	WCNWASTE CONNECTIONS INC	2,006,975	$144K	0.29%
93	EXPEEXPEDIA GROUP INC	1,282,310	$142K	0.29%
94	ZNGAEURZYNGA INC	38,005,725	$139K	0.28%
95	BOXBOX INC	6,688,587	$137K	0.28%
96	—DELPHI TECHNOLOGIES PLC	2,857,033	$136K	0.28%
97	ICEINTERCONTINENTAL EXCHANGE IN	1,875,324	$136K	0.28%
98	ARWARROW ELECTRS INC	1,733,738	$134K	0.27%
99	9990302DAPACHE CORP	3,461,353	$133K	0.27%
100	—ANDEAVOR	1,322,322	$133K	0.27%

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