Artisan Partners Limited Partnership Q1 2021 Filing

Filed May 11, 2021

Portfolio Value

$79.1M

Holdings

329

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (329 positions)

#	Stock	Shares	Value	% Portfolio	Type
301	—CORNERSTONE BLDG BRANDS INC	354,855	$5.0M	6.30%
302	CPACOPA HOLDINGS SA	61,089	$4.9M	6.24%
303	OZONOZON HLDGS PLC	87,826	$4.9M	6.23%
304	PYPLPAYPAL HLDGS INC	11,088	$2.7M	3.40%
305	XPEVXPENG INC	67,025	$2.4M	3.09%
306	GOOGLALPHABET INC	1,020,047	$2.1M	2.66%	Call
307	AZULQAZUL S A	98,777	$2.0M	2.52%
308	ZHZHIHU INC	200,000	$1.6M	2.05%
309	BKNGBOOKING HOLDINGS INC	488,531	$1.1M	1.44%
310	PDDPINDUODUO INC	6,830	$914K	1.16%
311	DESPDESPEGAR COM CORP	64,988	$886K	1.12%
312	EZPW 2.875 07/01/24EZCORP INC	936,000	$858K	1.08%
313	EZPW 2.375 05/01/25EZCORP INC	1,000,000	$809K	1.02%
314	NFLXNETFLIX INC	1,493,307	$779K	0.98%
315	NVSNNOVARTIS AG	7,563	$647K	0.82%
316	AMZNAMAZON COM INC	192,099	$594K	0.75%
317	MLB1MERCADOLIBRE INC	393,848	$580K	0.73%
318	GOOGALPHABET INC	268,758	$556K	0.70%
319	LXFRLUXFER HOLDINGS PLC	22,016	$469K	0.59%
320	NVDANVIDIA CORPORATION	767,455	$410K	0.52%
321	HOGHARLEY DAVIDSON INC	9,460	$379K	0.48%
322	SHOPSHOPIFY INC	304,795	$337K	0.43%
323	CMGCHIPOTLE MEXICAN GRILL INC	202,138	$287K	0.36%
324	ASMLASML HOLDING N V	432,864	$267K	0.34%
325	SAMBOSTON BEER INC	207,346	$250K	0.32%
326	UHALAMERCO	231,554	$142K	0.18%
327	BLKCHFBLACKROCK INC	159,633	$120K	0.15%
328	T7DTRANSDIGM GROUP INC	202,763	$119K	0.15%	Call
329	WTMWHITE MTNS INS GROUP LTD	52,960	$59K	0.07%

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