Artisan Partners Limited Partnership Q2 2018 Filing
Filed August 10, 2018
Portfolio Value
$49.9T
Holdings
261
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (261 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 1,142,039 | $135.2B | 0.27% | Put |
| 102 | KEXKIRBY CORP | 1,608,596 | $134.5B | 0.27% | |
| 103 | MTBM & T BK CORP | 783,458 | $133.3B | 0.27% | |
| 104 | BOXBOX INC | 5,324,465 | $133.1B | 0.27% | |
| 105 | OMCOMNICOM GROUP INC | 1,732,619 | $132.1B | 0.27% | |
| 106 | LULULULULEMON ATHLETICA INC | 1,041,792 | $130.1B | 0.26% | |
| 107 | —GCI LIBERTY INC | 2,879,137 | $129.8B | 0.26% | |
| 108 | GOOSCANADA GOOSE HOLDINGS INC | 2,199,702 | $129.5B | 0.26% | |
| 109 | ALBALBEMARLE CORP | 1,372,148 | $129.4B | 0.26% | |
| 110 | ARWARROW ELECTRS INC | 1,666,308 | $125.4B | 0.25% | |
| 111 | AXTAAXALTA COATING SYS LTD | 4,092,929 | $124.1B | 0.25% | |
| 112 | RRYDER SYS INC | 1,719,863 | $123.6B | 0.25% | |
| 113 | HUBSHUBSPOT INC | 976,430 | $122.4B | 0.25% | |
| 114 | NYTNEW YORK TIMES CO | 4,638,999 | $120.2B | 0.24% | |
| 115 | AFWALIGN TECHNOLOGY INC | 348,027 | $119.1B | 0.24% | |
| 116 | XECEURCIMAREX ENERGY CO | 1,157,343 | $117.7B | 0.24% | |
| 117 | TRIPTRIPADVISOR INC | 2,102,830 | $117.1B | 0.23% | |
| 118 | WSTWEST PHARMACEUTICAL SVSC INC | 1,173,281 | $116.5B | 0.23% | |
| 119 | HP5AEQUITY COMWLTH | 3,629,882 | $114.3B | 0.23% | |
| 120 | QTWOQ2 HLDGS INC | 1,971,546 | $112.5B | 0.23% | |
| 121 | EXASEXACT SCIENCES CORP | 1,879,525 | $112.4B | 0.23% | |
| 122 | WBWEIBO CORP | 1,231,969 | $109.3B | 0.22% | |
| 123 | FLIRFLIR SYS INC | 2,101,834 | $109.2B | 0.22% | |
| 124 | CICIGNA CORPORATION | 638,406 | $108.5B | 0.22% | |
| 125 | TWTRUSDTWITTER INC | 2,316,304 | $101.2B | 0.20% | |
| 126 | AOSSMITH A O | 1,637,742 | $96.9B | 0.19% | |
| 127 | MCHPMICROCHIP TECHNOLOGY INC | 1,057,578 | $96.2B | 0.19% | |
| 128 | —LIBERTY EXPEDIA HOLDINGS | 2,183,038 | $95.9B | 0.19% | |
| 129 | AAPLAPPLE INC | 513,642 | $95.1B | 0.19% | |
| 130 | NBISYANDEX N V | 2,568,015 | $92.2B | 0.18% | |
| 131 | TDYTELEDYNE TECHNOLOGIES INC | 462,431 | $92.1B | 0.18% | |
| 132 | —CREE INC | 2,187,858 | $90.9B | 0.18% | |
| 133 | BRK/BBERKSHIRE HATHAWAY INC DEL | 486,866 | $90.9B | 0.18% | |
| 134 | MLB1MERCADOLIBRE INC | 292,491 | $87.4B | 0.18% | |
| 135 | LLOEWS CORP | 1,764,071 | $85.2B | 0.17% | |
| 136 | —INTERXION HOLDING N.V | 1,320,748 | $82.4B | 0.17% | |
| 137 | VCVISTEON CORP | 636,173 | $82.2B | 0.16% | |
| 138 | WBSWEBSTER FINL CORP CONN | 1,262,960 | $80.5B | 0.16% | |
| 139 | —DOWDUPONT INC | 1,165,310 | $76.8B | 0.15% | |
| 140 | COHREURCOHERENT INC | 488,877 | $76.5B | 0.15% | |
| 141 | HXLHEXCEL CORP NEW | 1,113,592 | $73.9B | 0.15% | |
| 142 | YUSDALLEGHANY CORP DEL | 125,055 | $71.9B | 0.14% | |
| 143 | —ROCKWELL COLLINS INC | 529,245 | $71.3B | 0.14% | |
| 144 | WFCWELLS FARGO CO NEW | 1,243,103 | $68.9B | 0.14% | |
| 145 | OXYOCCIDENTAL PETE CORP DEL | 815,262 | $68.2B | 0.14% | |
| 146 | SYFSYNCHRONY FINL | 1,972,716 | $65.8B | 0.13% | |
| 147 | KELKELLOGG CO | 938,880 | $65.6B | 0.13% | |
| 148 | DC4DEXCOM INC | 665,583 | $63.2B | 0.13% | |
| 149 | CMCSACOMCAST CORP NEW | 1,917,229 | $62.9B | 0.13% | |
| 150 | TYLTYLER TECHNOLOGIES INC | 281,200 | $62.5B | 0.13% | |
| 151 | HRBBLOCK H & R INC | 2,714,242 | $61.8B | 0.12% | |
| 152 | JBTJOHN BEAN TECHNOLOGIES CORP | 687,407 | $61.1B | 0.12% | |
| 153 | CSCOCISCO SYS INC | 1,402,579 | $60.4B | 0.12% | |
| 154 | —ALLERGAN PLC | 359,953 | $60.0B | 0.12% | |
| 155 | ABGAMERISOURCEBERGEN CORP | 696,449 | $59.4B | 0.12% | |
| 156 | PIIPOLARIS INDS INC | 484,122 | $59.1B | 0.12% | |
| 157 | TIFEURTIFFANY & CO NEW | 446,784 | $58.8B | 0.12% | |
| 158 | DCIDONALDSON INC | 1,282,156 | $57.9B | 0.12% | |
| 159 | LYBLYONDELLBASELL INDUSTRIES N | 525,524 | $57.7B | 0.12% | |
| 160 | ALSALLSTATE CORP | 628,234 | $57.3B | 0.11% | |
| 161 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,532,454 | $56.0B | 0.11% | |
| 162 | GGALGRUPO FINANCIERO GALICIA S A | 1,678,503 | $55.4B | 0.11% | |
| 163 | MKTXMARKETAXESS HLDGS INC | 276,574 | $54.7B | 0.11% | |
| 164 | OLLIOLLIES BARGAIN OUTLT HLDGS I | 750,234 | $54.4B | 0.11% | |
| 165 | TSAACI WORLDWIDE INC | 2,196,781 | $54.2B | 0.11% | |
| 166 | BFAMBRIGHT HORIZONS FAM SOL IN D | 519,581 | $53.3B | 0.11% | |
| 167 | SBUXSTARBUCKS CORP | 1,070,004 | $52.3B | 0.10% | |
| 168 | GSGOLDMAN SACHS GROUP INC | 235,899 | $52.0B | 0.10% | |
| 169 | —OAKTREE CAP GROUP LLC | 1,272,150 | $51.7B | 0.10% | |
| 170 | BLBLACKLINE INC | 1,140,378 | $49.5B | 0.10% | |
| 171 | CBCHUBB LIMITED | 389,744 | $49.5B | 0.10% | |
| 172 | 1GSNNOVANTA INC | 770,587 | $48.0B | 0.10% | |
| 173 | BAPCREDICORP LTD | 212,571 | $47.9B | 0.10% | |
| 174 | SPGSIMON PPTY GROUP INC NEW | 280,460 | $47.7B | 0.10% | |
| 175 | NVROEURNEVRO CORP | 596,939 | $47.7B | 0.10% | |
| 176 | EOGEOG RES INC | 382,146 | $47.5B | 0.10% | |
| 177 | —ELLIE MAE INC | 456,684 | $47.4B | 0.10% | |
| 178 | YUMCYUM CHINA HLDGS INC | 1,197,462 | $46.1B | 0.09% | |
| 179 | S76STORE CAP CORP | 1,671,420 | $45.8B | 0.09% | |
| 180 | RTN1USDRAYTHEON CO | 236,853 | $45.8B | 0.09% | |
| 181 | LWLAMB WESTON HLDGS INC | 620,297 | $42.5B | 0.09% | |
| 182 | CHGGCHEGG INC | 1,479,400 | $41.1B | 0.08% | |
| 183 | MAMASTERCARD INCORPORATED | 209,172 | $41.1B | 0.08% | |
| 184 | HQYHEALTHEQUITY INC | 541,885 | $40.7B | 0.08% | |
| 185 | CAHCARDINAL HEALTH INC | 831,347 | $40.6B | 0.08% | |
| 186 | CCEPCOCA COLA EUROPEAN PARTNERS | 993,563 | $40.4B | 0.08% | |
| 187 | CWCURTISS WRIGHT CORP | 337,617 | $40.2B | 0.08% | |
| 188 | BNFTEURBENEFITFOCUS INC | 1,186,444 | $39.9B | 0.08% | |
| 189 | BURLBURLINGTON STORES INC | 254,751 | $38.3B | 0.08% | |
| 190 | HEIHEICO CORP NEW | 491,419 | $35.8B | 0.07% | |
| 191 | VIRTVIRTU FINL INC | 1,344,547 | $35.7B | 0.07% | |
| 192 | IBNICICI BK LTD | 3,858,822 | $31.0B | 0.06% | |
| 193 | —CISION LTD | 2,044,931 | $30.6B | 0.06% | |
| 194 | FISFIDELITY NATL INFORMATION SV | 283,784 | $30.1B | 0.06% | |
| 195 | PTCPTC INC | 319,608 | $30.0B | 0.06% | |
| 196 | HTHTHUAZHU GROUP LTD | 702,418 | $29.5B | 0.06% | |
| 197 | WKCWORLD FUEL SVCS CORP | 1,441,417 | $29.4B | 0.06% | |
| 198 | TALTAL ED GROUP | 790,273 | $29.1B | 0.06% | |
| 199 | UAAUNDER ARMOUR INC | 1,290,454 | $29.0B | 0.06% | |
| 200 | HALOHALOZYME THERAPEUTICS INC | 1,709,020 | $28.8B | 0.06% |