Artisan Partners Limited Partnership Q1 2021 Filing
Filed May 11, 2021
Portfolio Value
$79.1T
Holdings
329
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (329 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NEONEOGENOMICS INC | 4,852,328 | $234.0B | 0.30% | |
| 102 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,963,821 | $232.3B | 0.29% | Put |
| 103 | CGNXCOGNEX CORP | 2,710,499 | $224.9B | 0.28% | |
| 104 | ROKUROKU INC | 690,080 | $224.8B | 0.28% | |
| 105 | ALAIR LEASE CORP | 4,475,276 | $219.3B | 0.28% | |
| 106 | STNESTONECO LTD | 3,534,169 | $216.4B | 0.27% | |
| 107 | QTWOQ2 HLDGS INC | 2,157,470 | $216.2B | 0.27% | |
| 108 | LYFTLYFT INC | 3,381,230 | $213.6B | 0.27% | |
| 109 | DAYCERIDIAN HCM HLDG INC | 2,510,857 | $211.6B | 0.27% | |
| 110 | SYFSYNCHRONY FINANCIAL | 4,993,487 | $203.0B | 0.26% | |
| 111 | LULULULULEMON ATHLETICA INC | 661,073 | $202.8B | 0.26% | |
| 112 | BALLBALL CORP | 2,388,074 | $202.4B | 0.26% | |
| 113 | PTONPELOTON INTERACTIVE INC | 1,797,322 | $202.1B | 0.26% | |
| 114 | SPGIS&P GLOBAL INC | 566,649 | $200.0B | 0.25% | |
| 115 | —CREE INC | 1,821,302 | $196.9B | 0.25% | |
| 116 | AG8AGILENT TECHNOLOGIES INC | 1,544,210 | $196.3B | 0.25% | |
| 117 | GKOSGLAUKOS CORP | 2,313,954 | $194.2B | 0.25% | |
| 118 | MARMARRIOTT INTL INC NEW | 1,287,632 | $190.7B | 0.24% | |
| 119 | IPGPIPG PHOTONICS CORP | 891,635 | $188.1B | 0.24% | |
| 120 | ACNACCENTURE PLC IRELAND | 666,364 | $184.1B | 0.23% | |
| 121 | BEKEKE HLDGS INC | 3,183,397 | $181.4B | 0.23% | |
| 122 | ANAUTONATION INC | 1,932,316 | $180.1B | 0.23% | |
| 123 | MUMICRON TECHNOLOGY INC | 2,035,029 | $179.5B | 0.23% | Call |
| 124 | YETIYETI HLDGS INC | 2,461,369 | $177.7B | 0.22% | |
| 125 | KRNTKORNIT DIGITAL LTD | 1,778,877 | $176.3B | 0.22% | |
| 126 | LPSNUSDLIVEPERSON INC | 3,328,313 | $175.5B | 0.22% | |
| 127 | JPMJPMORGAN CHASE & CO | 1,149,710 | $175.0B | 0.22% | Call |
| 128 | BNTXBIONTECH SE | 1,582,256 | $172.8B | 0.22% | |
| 129 | TRUTRANSUNION | 1,914,076 | $172.3B | 0.22% | |
| 130 | ULTAULTA BEAUTY INC | 556,431 | $172.0B | 0.22% | |
| 131 | 1GSNNOVANTA INC | 1,282,386 | $169.1B | 0.21% | |
| 132 | BFAMBRIGHT HORIZONS FAM SOL IN D | 973,150 | $166.8B | 0.21% | |
| 133 | PAGSPAGSEGURO DIGITAL LTD | 3,573,830 | $165.5B | 0.21% | |
| 134 | MPWRMONOLITHIC PWR SYS INC | 463,003 | $163.5B | 0.21% | |
| 135 | FROGJFROG LTD | 3,467,398 | $153.8B | 0.19% | |
| 136 | CMRCBIGCOMMERCE HLDGS INC | 2,588,274 | $149.6B | 0.19% | |
| 137 | IEXIDEX CORP | 705,137 | $147.6B | 0.19% | |
| 138 | UHALAMERCO | 231,554 | $141.8B | 0.18% | |
| 139 | CMCSACOMCAST CORP NEW | 2,610,210 | $141.2B | 0.18% | |
| 140 | NSCNORFOLK SOUTHN CORP | 516,232 | $138.6B | 0.18% | |
| 141 | VMIVALMONT INDS INC | 569,875 | $135.4B | 0.17% | |
| 142 | BXBLACKSTONE GROUP INC | 1,790,573 | $133.5B | 0.17% | |
| 143 | XLRNACCELERON PHARMA INC | 978,306 | $132.7B | 0.17% | |
| 144 | DWDMORGAN STANLEY | 1,652,588 | $128.3B | 0.16% | |
| 145 | GSGOLDMAN SACHS GROUP INC | 389,105 | $127.2B | 0.16% | |
| 146 | NUANEURNUANCE COMMUNICATIONS INC | 2,901,898 | $126.6B | 0.16% | |
| 147 | CECELANESE CORP DEL | 823,031 | $123.3B | 0.16% | |
| 148 | CASYCASEYS GEN STORES INC | 561,651 | $121.4B | 0.15% | |
| 149 | GWREGUIDEWIRE SOFTWARE INC | 1,185,906 | $120.5B | 0.15% | |
| 150 | BLKCHFBLACKROCK INC | 159,633 | $120.4B | 0.15% | |
| 151 | T7DTRANSDIGM GROUP INC | 202,763 | $119.2B | 0.15% | Call |
| 152 | CAECAE INC | 4,140,310 | $118.0B | 0.15% | |
| 153 | BABOEING CO | 461,563 | $117.6B | 0.15% | Call |
| 154 | SG7SAGE THERAPEUTICS INC | 1,561,573 | $116.9B | 0.15% | |
| 155 | EAELECTRONIC ARTS INC | 853,581 | $115.5B | 0.15% | |
| 156 | MLMMARTIN MARIETTA MATLS INC | 338,300 | $113.6B | 0.14% | |
| 157 | SWAVUSDSHOCKWAVE MED INC | 870,878 | $113.4B | 0.14% | |
| 158 | NWSANEWS CORP NEW | 4,371,778 | $111.2B | 0.14% | |
| 159 | GMABGENMAB A/S | 3,314,182 | $108.8B | 0.14% | |
| 160 | CHWYCHEWY INC | 1,281,866 | $108.6B | 0.14% | |
| 161 | MOALTRIA GROUP INC | 2,119,722 | $108.4B | 0.14% | |
| 162 | IRTCIRHYTHM TECHNOLOGIES INC | 776,301 | $107.8B | 0.14% | |
| 163 | ENOVCOLFAX CORP | 2,453,342 | $107.5B | 0.14% | |
| 164 | AVLRUSDAVALARA INC | 793,493 | $105.9B | 0.13% | |
| 165 | WDCWESTERN DIGITAL CORP. | 1,581,863 | $105.6B | 0.13% | Call |
| 166 | —IAC INTERACTIVECORP NEW | 487,727 | $105.5B | 0.13% | |
| 167 | 4I1PHILIP MORRIS INTL INC | 1,178,812 | $104.6B | 0.13% | |
| 168 | GLGLOBE LIFE INC | 1,065,945 | $103.0B | 0.13% | |
| 169 | OKTAOKTA INC | 466,533 | $102.8B | 0.13% | |
| 170 | HLTHILTON WORLDWIDE HLDGS INC | 823,964 | $99.6B | 0.13% | |
| 171 | NBISYANDEX N V | 1,552,853 | $99.5B | 0.13% | |
| 172 | LAMRLAMAR ADVERTISING CO NEW | 1,057,803 | $99.3B | 0.13% | |
| 173 | CSCOCISCO SYS INC | 1,920,695 | $99.3B | 0.13% | |
| 174 | MCMOELIS & CO | 1,790,924 | $98.3B | 0.12% | |
| 175 | MODNEURMODEL N INC | 2,785,037 | $98.1B | 0.12% | |
| 176 | THOTHOR INDS INC | 723,324 | $97.5B | 0.12% | |
| 177 | GNTXGENTEX CORP | 2,718,397 | $97.0B | 0.12% | |
| 178 | BWABORGWARNER INC | 2,053,224 | $95.2B | 0.12% | |
| 179 | WINGWINGSTOP INC | 748,018 | $95.1B | 0.12% | |
| 180 | IOVAIOVANCE BIOTHERAPEUTICS INC | 2,983,114 | $94.4B | 0.12% | |
| 181 | RTXRAYTHEON TECHNOLOGIES CORP | 1,213,632 | $93.8B | 0.12% | |
| 182 | EVOP1EUREVO PMTS INC | 3,392,199 | $93.4B | 0.12% | |
| 183 | JCIJOHNSON CTLS INTL PLC | 1,563,013 | $93.3B | 0.12% | |
| 184 | FNDFLOOR & DECOR HLDGS INC | 954,081 | $91.1B | 0.12% | |
| 185 | VRAYQVIEWRAY INC | 20,732,736 | $90.2B | 0.11% | |
| 186 | BSYBENTLEY SYS INC | 1,914,719 | $89.9B | 0.11% | |
| 187 | MORNMORNINGSTAR INC | 398,206 | $89.6B | 0.11% | |
| 188 | TSNTYSON FOODS INC | 1,174,769 | $87.3B | 0.11% | |
| 189 | NVTNVENT ELECTRIC PLC | 3,112,090 | $86.9B | 0.11% | |
| 190 | CTVACORTEVA INC | 1,859,754 | $86.7B | 0.11% | |
| 191 | RAMPLIVERAMP HLDGS INC | 1,651,407 | $85.7B | 0.11% | |
| 192 | NOCNORTHROP GRUMMAN CORP | 264,151 | $85.5B | 0.11% | |
| 193 | FNFABRINET | 943,591 | $85.3B | 0.11% | |
| 194 | OGEOGE ENERGY CORP | 2,628,296 | $85.1B | 0.11% | |
| 195 | VRTVERTIV HOLDINGS CO | 4,241,087 | $84.8B | 0.11% | |
| 196 | EOGEOG RES INC | 1,167,871 | $84.7B | 0.11% | |
| 197 | ALKALASKA AIR GROUP INC | 1,200,640 | $83.1B | 0.11% | |
| 198 | RDWRRADWARE LTD | 3,186,164 | $83.1B | 0.11% | |
| 199 | MDTMEDTRONIC PLC | 692,627 | $81.8B | 0.10% | |
| 200 | SLBSCHLUMBERGER LTD | 2,980,442 | $81.0B | 0.10% |