Artisan Partners Limited Partnership Q1 2020 Filing
Filed May 12, 2020
Portfolio Value
$46.7T
Holdings
299
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (299 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 7,051,516 | $1.1T | 2.38% | Put |
| 2 | —IHS MARKIT LTD | 18,478,665 | $1.1T | 2.37% | |
| 3 | GOOGLALPHABET INC | 950,647 | $1.1T | 2.37% | |
| 4 | VEEVVEEVA SYS INC | 6,995,910 | $1.1T | 2.34% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 8,705,985 | $1.1T | 2.27% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 5,240,371 | $1.0T | 2.18% | |
| 7 | ACGLARCH CAP GROUP LTD | 33,010,253 | $939.5B | 2.01% | |
| 8 | ZMZOOM VIDEO COMMUNICATIONS IN | 6,374,855 | $931.5B | 1.99% | |
| 9 | NXPINXP SEMICONDUCTORS N V | 10,542,581 | $874.3B | 1.87% | |
| 10 | LHXL3HARRIS TECHNOLOGIES INC | 4,710,805 | $848.5B | 1.82% | |
| 11 | AMZNAMAZON COM INC | 419,712 | $818.3B | 1.75% | Put |
| 12 | AMDADVANCED MICRO DEVICES INC | 17,498,782 | $795.8B | 1.70% | |
| 13 | BIDUNBAIDU INC | 7,622,458 | $768.3B | 1.64% | |
| 14 | VIV1USDTELEFONICA BRASIL SA | 79,506,598 | $757.7B | 1.62% | |
| 15 | METAFACEBOOK INC | 4,370,652 | $729.0B | 1.56% | |
| 16 | WTWWILLIS TOWERS WATSON PLC LTD | 3,811,434 | $647.4B | 1.39% | |
| 17 | TEAMATLASSIAN CORP PLC | 4,436,130 | $608.9B | 1.30% | |
| 18 | FDXFEDEX CORP | 4,842,047 | $587.1B | 1.26% | |
| 19 | LOWLOWES COS INC | 6,585,950 | $566.7B | 1.21% | |
| 20 | GOOGALPHABET INC | 486,949 | $566.2B | 1.21% | |
| 21 | ORCLORACLE CORP | 11,591,053 | $560.2B | 1.20% | |
| 22 | BKNGBOOKING HLDGS INC | 401,858 | $540.6B | 1.16% | |
| 23 | MDTMEDTRONIC PLC | 5,704,964 | $514.5B | 1.10% | |
| 24 | GPNGLOBAL PMTS INC | 3,546,000 | $511.4B | 1.10% | |
| 25 | BKBANK NEW YORK MELLON CORP | 15,032,093 | $506.3B | 1.08% | |
| 26 | ANETEURARISTA NETWORKS INC | 2,460,938 | $498.5B | 1.07% | |
| 27 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 10,517,755 | $488.8B | 1.05% | |
| 28 | XRAYDENTSPLY SIRONA INC | 12,208,631 | $474.1B | 1.02% | |
| 29 | TRVCCITIGROUP INC | 11,109,011 | $467.9B | 1.00% | |
| 30 | VVISA INC | 2,825,681 | $455.3B | 0.97% | |
| 31 | ATVIEURACTIVISION BLIZZARD INC | 7,303,175 | $434.4B | 0.93% | |
| 32 | FTVFORTIVE CORP | 7,833,199 | $432.3B | 0.93% | |
| 33 | PGRPROGRESSIVE CORP OHIO | 5,841,765 | $431.4B | 0.92% | |
| 34 | MRSHMARSH & MCLENNAN COS INC | 4,983,573 | $430.9B | 0.92% | |
| 35 | DC4DEXCOM INC | 1,589,702 | $428.1B | 0.92% | |
| 36 | AXPAMERICAN EXPRESS CO | 4,998,773 | $427.9B | 0.92% | |
| 37 | EXPEEXPEDIA GROUP INC | 7,386,578 | $415.6B | 0.89% | |
| 38 | BSXBOSTON SCIENTIFIC CORP | 12,547,998 | $409.4B | 0.88% | |
| 39 | ZNGAEURZYNGA INC | 58,672,657 | $401.9B | 0.86% | |
| 40 | NEENEXTERA ENERGY INC | 1,642,640 | $395.3B | 0.85% | |
| 41 | AG8AGILENT TECHNOLOGIES INC | 5,401,237 | $386.8B | 0.83% | |
| 42 | LUVSOUTHWEST AIRLS CO | 10,814,841 | $385.1B | 0.82% | |
| 43 | DAYCERIDIAN HCM HLDG INC | 7,427,104 | $371.9B | 0.80% | |
| 44 | ICEINTERCONTINENTAL EXCHANGE IN | 4,603,083 | $371.7B | 0.80% | |
| 45 | SLBSCHLUMBERGER LTD | 26,082,127 | $351.8B | 0.75% | |
| 46 | CLVTRIP COM GROUP LTD | 14,909,610 | $349.6B | 0.75% | |
| 47 | IMOIMPERIAL OIL LTD | 30,631,273 | $346.3B | 0.74% | |
| 48 | BACBK OF AMERICA CORP | 15,938,454 | $338.4B | 0.72% | |
| 49 | ILMNILLUMINA INC | 1,225,420 | $334.7B | 0.72% | |
| 50 | GWREGUIDEWIRE SOFTWARE INC | 4,136,802 | $328.1B | 0.70% | |
| 51 | ELVANTHEM INC | 1,356,506 | $308.0B | 0.66% | |
| 52 | ASNDASCENDIS PHARMA A S | 2,559,356 | $288.2B | 0.62% | |
| 53 | NSYNICE LTD | 1,984,492 | $284.9B | 0.61% | |
| 54 | APTVAPTIV PLC | 5,744,265 | $282.8B | 0.61% | |
| 55 | ZSZSCALER INC | 4,273,297 | $260.1B | 0.56% | |
| 56 | HALOHALOZYME THERAPEUTICS INC | 14,430,037 | $259.6B | 0.56% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,344,317 | $245.8B | 0.53% | |
| 58 | DHRDANAHER CORPORATION | 1,744,796 | $241.5B | 0.52% | |
| 59 | NVDANVIDIA CORP | 887,393 | $233.9B | 0.50% | |
| 60 | HUBSHUBSPOT INC | 1,714,403 | $228.3B | 0.49% | |
| 61 | SUSUNCOR ENERGY INC NEW | 13,911,879 | $222.0B | 0.48% | |
| 62 | UTXZUNITED TECHNOLOGIES CORP | 2,320,270 | $218.9B | 0.47% | |
| 63 | TDYTELEDYNE TECHNOLOGIES INC | 727,875 | $216.4B | 0.46% | |
| 64 | NYTNEW YORK TIMES CO | 7,036,426 | $216.1B | 0.46% | |
| 65 | PAGSPAGSEGURO DIGITAL LTD | 11,170,060 | $215.9B | 0.46% | |
| 66 | CNCCENTENE CORP DEL | 3,543,728 | $210.5B | 0.45% | |
| 67 | CTLTEURCATALENT INC | 3,957,768 | $205.6B | 0.44% | |
| 68 | ROPROPER TECHNOLOGIES INC | 659,031 | $205.5B | 0.44% | |
| 69 | MSIMOTOROLA SOLUTIONS INC | 1,506,692 | $200.3B | 0.43% | |
| 70 | ARGXARGENX SE | 1,516,691 | $199.8B | 0.43% | |
| 71 | WSTWEST PHARMACEUTICAL SVSC INC | 1,200,545 | $182.8B | 0.39% | |
| 72 | MLB1MERCADOLIBRE INC | 371,968 | $181.7B | 0.39% | |
| 73 | SPOTSPOTIFY TECHNOLOGY S A | 1,488,494 | $180.8B | 0.39% | |
| 74 | IRINGERSOLL RAND INC | 7,114,207 | $176.4B | 0.38% | |
| 75 | SESEA LTD | 3,949,578 | $175.0B | 0.37% | |
| 76 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 3,545,846 | $164.3B | 0.35% | |
| 77 | WFCWELLS FARGO CO NEW | 5,529,084 | $158.7B | 0.34% | |
| 78 | TALTAL EDUCATION GROUP | 2,962,607 | $157.8B | 0.34% | |
| 79 | AWNADVANCE AUTO PARTS INC | 1,680,349 | $156.8B | 0.34% | |
| 80 | HDBHDFC BANK LTD | 4,004,933 | $154.0B | 0.33% | |
| 81 | CGNXCOGNEX CORP | 3,494,163 | $147.5B | 0.32% | |
| 82 | ALAIR LEASE CORP | 6,563,444 | $145.3B | 0.31% | |
| 83 | EXASEXACT SCIENCES CORP | 2,342,556 | $135.9B | 0.29% | |
| 84 | ANAUTONATION INC | 4,619,718 | $129.6B | 0.28% | |
| 85 | AWMSKYWORKS SOLUTIONS INC | 1,430,385 | $127.8B | 0.27% | |
| 86 | CMSCMS ENERGY CORP | 2,104,240 | $123.6B | 0.26% | |
| 87 | BURLBURLINGTON STORES INC | 778,409 | $123.3B | 0.26% | |
| 88 | AEEAMEREN CORP | 1,660,406 | $120.9B | 0.26% | |
| 89 | CLVTCLARIVATE ANALYTICS PLC | 5,632,509 | $116.9B | 0.25% | |
| 90 | TWTRADEWEB MKTS INC | 2,737,190 | $115.1B | 0.25% | |
| 91 | TRMBTRIMBLE INC | 3,606,591 | $114.8B | 0.25% | |
| 92 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 958,480 | $113.7B | 0.24% | |
| 93 | TRUTRANSUNION | 1,694,959 | $112.2B | 0.24% | |
| 94 | CMGCHIPOTLE MEXICAN GRILL INC | 170,684 | $111.7B | 0.24% | |
| 95 | QTWOQ2 HLDGS INC | 1,863,502 | $110.1B | 0.24% | |
| 96 | VRSKVERISK ANALYTICS INC | 783,440 | $109.2B | 0.23% | |
| 97 | MSCIMSCI INC | 377,352 | $109.0B | 0.23% | |
| 98 | MARMARRIOTT INTL INC NEW | 1,456,220 | $108.9B | 0.23% | |
| 99 | SYFSYNCHRONY FINL | 6,733,243 | $108.3B | 0.23% | |
| 100 | CHGGCHEGG INC | 3,025,176 | $108.2B | 0.23% |
Page 1 of 3Next