Artisan Partners Limited Partnership Q2 2018 Filing

Filed August 10, 2018

Portfolio Value

$49.9M

Holdings

261

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (261 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	TTWOTAKE-TWO INTERACTIVE SOFTWARE	1,142,039	$974K	1.95%	Put
2	IMOIMPERIAL OIL LTD	29,040,420	$965K	1.94%
3	BSXBOSTON SCIENTIFIC CORP	25,332,660	$828K	1.66%
4	EAELECTRONIC ARTS INC	57,095	$825K	1.66%	Put
5	TRVCCITIGROUP INC	11,419,629	$764K	1.53%
6	BKBANK NEW YORK MELLON CORP	13,668,727	$737K	1.48%
7	GOOGLALPHABET INC	650,109	$734K	1.47%
8	APTVAPTIV PLC	7,955,631	$729K	1.46%
9	PJXPETROLEO BRASILEIRO SA PETRO	81,852	$724K	1.45%
10	ORCLORACLE CORP	15,661,304	$690K	1.38%
11	FANGDIAMONDBACK ENERGY INC	5,035	$662K	1.33%
12	EXPEEXPEDIA GROUP INC	5,445,867	$655K	1.31%
13	MRSHMARSH & MCLENNAN COS INC	7,860,217	$644K	1.29%
14	TEAMATLASSIAN CORP PLC	10,257,648	$641K	1.29%
15	NBL2EURNOBLE ENERGY INC	17,770,684	$627K	1.26%
16	QCOMQUALCOMM INC	11,031,956	$619K	1.24%
17	CP.TOCANADIAN PAC RY LTD	3,327,729	$609K	1.22%
18	LKQ1LKQ CORP	18,539,025	$591K	1.19%
19	TELTE CONNECTIVITY LTD	6,181,386	$557K	1.12%
20	GPNGLOBAL PMTS INC	4,954,524	$552K	1.11%
21	BACBANK AMER CORP	18,386,415	$518K	1.04%
22	AMZNAMAZON COM INC	296,896	$505K	1.01%
23	STTSTATE STR CORP	5,389,168	$502K	1.01%
24	AWNADVANCE AUTO PARTS INC	3,678,602	$499K	1.00%
25	HDBHDFC BANK LTD	4,653,090	$489K	0.98%
26	SPGIS&P GLOBAL INC	2,388,495	$487K	0.98%
27	AXPAMERICAN EXPRESS CO	4,957,635	$486K	0.97%
28	ASMLASML HOLDING N V	2,323,047	$460K	0.92%
29	PXDEURPIONEER NAT RES CO	2,363,653	$447K	0.90%
30	ELVANTHEM INC	1,788,388	$426K	0.85%
31	BABAALIBABA GROUP HLDG LTD	2,237,856	$415K	0.83%	Put
32	DATATABLEAU SOFTWARE INC	4,061,682	$397K	0.80%
33	VEEVVEEVA SYS INC	5,149,777	$396K	0.79%
34	PBRPETROLEO BRASILEIRO SA PETRO	36,884,773	$370K	0.74%
35	GWREGUIDEWIRE SOFTWARE INC	4,067,630	$361K	0.72%
36	PFPTPROOFPOINT INC	2,784,659	$321K	0.64%
37	BBBLACKBERRY LTD	32,156	$310K	0.62%
38	CRMSALESFORCE COM INC	2,247,129	$307K	0.61%	Put
39	GOOGALPHABET INC	268,471	$300K	0.60%
40	UTXZUNITED TECHNOLOGIES CORP	2,332,933	$292K	0.58%
41	JNJJOHNSON & JOHNSON	2,403,101	$292K	0.58%
42	AVGOBROADCOM INC	1,197,883	$291K	0.58%
43	HRSEURHARRIS CORP DEL	2,000,867	$289K	0.58%	Call
44	FLRFLUOR CORP NEW	5,865,827	$286K	0.57%
45	HESHESS CORP	4,248,313	$284K	0.57%
46	NTESNETEASE INC	1,121,223	$283K	0.57%
47	FDXFEDEX CORP	1,244,817	$283K	0.57%
48	—GARDNER DENVER HLDGS INC	9,281,012	$273K	0.55%
49	CXOEURCONCHO RES INC	1,956,336	$271K	0.54%
50	DVNDEVON ENERGY CORP NEW	6,123,012	$269K	0.54%
51	AMTTD AMERITRADE HLDG CORP	4,794,421	$263K	0.53%
52	EWEDWARDS LIFESCIENCES CORP	1,782,246	$259K	0.52%
53	FRCBFIRST REP BK SAN FRANCISCO C	2,622,002	$254K	0.51%
54	ALAIR LEASE CORP	6,027,741	$253K	0.51%
55	CECELANESE CORP DEL	2,263,891	$251K	0.50%
56	ROPROPER TECHNOLOGIES INC	906,704	$250K	0.50%
57	ANAUTONATION INC	5,015,761	$244K	0.49%
58	BWXTBWX TECHNOLOGIES INC	3,830,293	$239K	0.48%
59	MSIMOTOROLA SOLUTIONS INC	2,044,591	$238K	0.48%
60	JDJD COM INC	6,102,906	$238K	0.48%
61	TRUTRANSUNION	3,297,996	$236K	0.47%
62	SIVBEURSVB FINL GROUP	812,272	$235K	0.47%
63	PAGSPAGSEGURO DIGITAL LTD	8,259,082	$229K	0.46%
64	BKNGBOOKING HLDGS INC	109,644	$222K	0.45%
65	CITCINTAS CORP	1,154,229	$214K	0.43%
66	WBC1EURWABCO HLDGS INC	1,821,868	$213K	0.43%
67	—CBS CORP NEW	3,679,348	$207K	0.41%
68	LOWLOWES COS INC	2,162,450	$207K	0.41%
69	WPWORLDPAY INC	2,488,456	$204K	0.41%
70	WABWABTEC CORP	2,028,063	$200K	0.40%
71	NTRNUTRIEN LTD	3,613,342	$196K	0.39%
72	—DELPHI TECHNOLOGIES PLC	4,301,033	$196K	0.39%
73	QVCAUSDQURATE RETAIL INC	9,174,462	$195K	0.39%
74	FTVFORTIVE CORP	2,405,962	$186K	0.37%
75	NBIXNEUROCRINE BIOSCIENCES INC	1,877,645	$184K	0.37%
76	MSFTMICROSOFT CORP	1,865,549	$184K	0.37%
77	IACIEURIAC INTERACTIVECORP	1,192,348	$182K	0.36%
78	JECUSDJACOBS ENGR GROUP INC DEL	2,771,500	$176K	0.35%
79	KRKROGER CO	6,093,579	$173K	0.35%
80	SWKSTANLEY BLACK & DECKER INC	1,291,435	$172K	0.34%
81	—ANDEAVOR	1,277,304	$168K	0.34%
82	MXIMMAXIM INTEGRATED PRODS INC	2,792,024	$164K	0.33%
83	ZNGAEURZYNGA INC	39,695,436	$162K	0.32%
84	9990302DAPACHE CORP	3,436,720	$161K	0.32%
85	NWSANEWS CORP NEW	9,899,296	$153K	0.31%
86	METAFACEBOOK INC	785,198	$153K	0.31%
87	FITBFIFTH THIRD BANCORP	5,283,350	$152K	0.30%
88	TMKTORCHMARK CORP	1,839,028	$150K	0.30%
89	LRCXEURLAM RESEARCH CORP	854,017	$148K	0.30%
90	WWAYFAIR INC	1,241,004	$147K	0.30%
91	UHALAMERCO	411,865	$147K	0.29%
92	ADIANALOG DEVICES INC	1,526,072	$146K	0.29%
93	GNTXGENTEX CORP	6,198,542	$143K	0.29%
94	ICEINTERCONTINENTAL EXCHANGE IN	1,931,841	$142K	0.28%
95	MNSTMONSTER BEVERAGE CORP NEW	2,471,604	$142K	0.28%
96	ALXNALEXION PHARMACEUTICALS INC	1,097,644	$136K	0.27%
97	VMCVULCAN MATLS CO	1,054,296	$136K	0.27%
98	KEXKIRBY CORP	1,608,596	$134K	0.27%
99	MTBM & T BK CORP	783,458	$133K	0.27%
100	BOXBOX INC	5,324,465	$133K	0.27%

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