Artisan Partners Limited Partnership Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$68.3T
Holdings
332
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (332 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ACGLARCH CAP GROUP LTD | 23,833,290 | $2.2T | 3.18% | |
| 2 | METAMETA PLATFORMS INC | 2,287,703 | $1.7T | 2.47% | |
| 3 | SCHWSCHWAB CHARLES CORP | 18,176,812 | $1.7T | 2.43% | |
| 4 | NFLXNETFLIX INC | 1,156,238 | $1.5T | 2.27% | Put |
| 5 | AXPAMERICAN EXPRESS CO | 4,620,873 | $1.5T | 2.16% | |
| 6 | BKBANK NEW YORK MELLON CORP | 15,803,214 | $1.4T | 2.11% | |
| 7 | ELVELEVANCE HEALTH INC | 3,675,179 | $1.4T | 2.09% | |
| 8 | GOOGLALPHABET INC | 8,086,562 | $1.4T | 2.09% | |
| 9 | ARGXARGENX SE | 2,349,776 | $1.3T | 1.90% | |
| 10 | SUSUNCOR ENERGY INC NEW | 33,722,975 | $1.3T | 1.85% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,595,754 | $1.3T | 1.85% | |
| 12 | GRMNGARMIN LTD | 5,892,150 | $1.2T | 1.80% | |
| 13 | SNOWSNOWFLAKE INC | 4,951,715 | $1.1T | 1.62% | |
| 14 | WTWWILLIS TOWERS WATSON PLC LTD | 3,579,098 | $1.1T | 1.61% | |
| 15 | PGRPROGRESSIVE CORP | 3,930,536 | $1.0T | 1.54% | |
| 16 | ICLRICON PLC | 7,184,870 | $1.0T | 1.53% | |
| 17 | TRVCCITIGROUP INC | 11,578,643 | $985.6B | 1.44% | |
| 18 | AMZNAMAZON COM INC | 4,489,499 | $985.0B | 1.44% | |
| 19 | LRCXLAM RESEARCH CORP | 9,849,868 | $958.8B | 1.40% | |
| 20 | BSXBOSTON SCIENTIFIC CORP | 8,518,201 | $914.9B | 1.34% | |
| 21 | PYPLPAYPAL HLDGS INC | 11,992,031 | $891.2B | 1.30% | |
| 22 | SHOPSHOPIFY INC | 7,341,843 | $846.9B | 1.24% | |
| 23 | SESEA LTD | 5,251,353 | $839.9B | 1.23% | |
| 24 | TEAMATLASSIAN CORPORATION | 3,878,133 | $787.6B | 1.15% | |
| 25 | GEVGE VERNOVA INC | 1,478,650 | $782.4B | 1.15% | Put |
| 26 | ORCLORACLE CORP | 3,576,329 | $781.9B | 1.14% | |
| 27 | AONAON PLC | 2,176,045 | $776.3B | 1.14% | |
| 28 | MRSHMARSH & MCLENNAN COS INC | 3,443,454 | $752.9B | 1.10% | |
| 29 | ASNDASCENDIS PHARMA A/S | 3,990,424 | $688.7B | 1.01% | |
| 30 | BKRBAKER HUGHES COMPANY | 16,677,718 | $639.4B | 0.94% | |
| 31 | NOKNOKIA CORP | 108,136,988 | $560.1B | 0.82% | |
| 32 | MLB1MERCADOLIBRE INC | 210,652 | $550.6B | 0.81% | |
| 33 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,422,863 | $548.8B | 0.80% | |
| 34 | DHRDANAHER CORPORATION | 2,672,971 | $528.0B | 0.77% | |
| 35 | CBRECBRE GROUP INC | 3,697,993 | $518.2B | 0.76% | |
| 36 | IQVIQVIA HLDGS INC | 3,272,872 | $515.8B | 0.76% | |
| 37 | WSTWEST PHARMACEUTICAL SVSC INC | 2,267,319 | $496.1B | 0.73% | |
| 38 | SPOTSPOTIFY TECHNOLOGY S A | 644,603 | $494.6B | 0.72% | |
| 39 | XYLXYLEM INC | 3,731,220 | $482.7B | 0.71% | |
| 40 | HSICHENRY SCHEIN INC | 6,462,204 | $472.1B | 0.69% | |
| 41 | NVDANVIDIA CORPORATION | 2,791,341 | $441.0B | 0.65% | Call |
| 42 | WMBWILLIAMS COS INC | 6,954,733 | $436.8B | 0.64% | |
| 43 | GEGE AEROSPACE | 1,683,476 | $433.3B | 0.63% | Put |
| 44 | CNHICNH INDL N V | 32,950,999 | $427.0B | 0.63% | |
| 45 | STSENSATA TECHNOLOGIES HLDG PL | 14,097,006 | $424.5B | 0.62% | |
| 46 | IRTCIRHYTHM TECHNOLOGIES INC | 2,740,841 | $422.0B | 0.62% | |
| 47 | ETNEATON CORP PLC | 1,176,119 | $419.9B | 0.61% | |
| 48 | TYLTYLER TECHNOLOGIES INC | 698,616 | $414.2B | 0.61% | |
| 49 | ABGCENCORA INC | 1,373,648 | $411.9B | 0.60% | |
| 50 | LINLINDE PLC | 865,558 | $406.1B | 0.59% | |
| 51 | LYVLIVE NATION ENTERTAINMENT IN | 2,480,300 | $375.2B | 0.55% | |
| 52 | CARRCARRIER GLOBAL CORPORATION | 4,952,738 | $362.5B | 0.53% | |
| 53 | GWREGUIDEWIRE SOFTWARE INC | 1,507,946 | $355.0B | 0.52% | |
| 54 | AMDADVANCED MICRO DEVICES INC | 2,486,964 | $352.9B | 0.52% | |
| 55 | VVISA INC | 989,507 | $351.3B | 0.51% | |
| 56 | VEEVVEEVA SYS INC | 1,216,788 | $350.4B | 0.51% | |
| 57 | LUVSOUTHWEST AIRLS CO | 10,763,935 | $349.2B | 0.51% | |
| 58 | IM8NINSMED INC | 3,314,341 | $333.6B | 0.49% | |
| 59 | ARMARM HOLDINGS PLC | 2,034,535 | $329.1B | 0.48% | |
| 60 | SPGIS&P GLOBAL INC | 606,095 | $319.6B | 0.47% | |
| 61 | FWONALIBERTY MEDIA CORP DEL | 2,924,581 | $305.6B | 0.45% | |
| 62 | DASHDOORDASH INC | 1,196,481 | $294.9B | 0.43% | |
| 63 | MTSIMACOM TECH SOLUTIONS HLDGS I | 2,055,390 | $294.5B | 0.43% | |
| 64 | SMHVANECK ETF TRUST | 1,050,400 | $292.9B | 0.43% | Put |
| 65 | CCCCCC INTELLIGENT SOLUTIONS HL | 31,055,604 | $292.2B | 0.43% | |
| 66 | VRTXVERTEX PHARMACEUTICALS INC | 650,259 | $289.5B | 0.42% | |
| 67 | MAMASTERCARD INCORPORATED | 508,811 | $285.9B | 0.42% | Put |
| 68 | MSFTMICROSOFT CORP | 522,140 | $259.7B | 0.38% | |
| 69 | APGAPI GROUP CORP | 4,878,145 | $249.0B | 0.36% | |
| 70 | WINGWINGSTOP INC | 737,369 | $248.3B | 0.36% | |
| 71 | USFDUS FOODS HLDG CORP | 3,207,416 | $247.0B | 0.36% | |
| 72 | RBLXROBLOX CORP | 2,311,617 | $243.2B | 0.36% | |
| 73 | LSCCLATTICE SEMICONDUCTOR CORP | 4,702,294 | $230.4B | 0.34% | |
| 74 | BFAMBRIGHT HORIZONS FAM SOL IN D | 1,797,368 | $222.1B | 0.33% | |
| 75 | VSTVISTRA CORP | 1,144,914 | $221.9B | 0.32% | Call |
| 76 | DC4DEXCOM INC | 2,519,465 | $219.9B | 0.32% | |
| 77 | PODDINSULET CORP | 671,472 | $211.0B | 0.31% | |
| 78 | AZOAUTOZONE INC | 55,950 | $207.7B | 0.30% | |
| 79 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 2,115,036 | $207.3B | 0.30% | |
| 80 | CRWDCROWDSTRIKE HLDGS INC | 401,364 | $204.4B | 0.30% | |
| 81 | GRABGRAB HOLDINGS LIMITED | 39,845,418 | $200.4B | 0.29% | |
| 82 | AAPLAPPLE INC | 969,989 | $199.0B | 0.29% | |
| 83 | WFCWELLS FARGO CO NEW | 2,466,029 | $197.6B | 0.29% | |
| 84 | NUNU HLDGS LTD | 14,339,833 | $196.7B | 0.29% | |
| 85 | PSTGPURE STORAGE INC | 3,314,906 | $190.9B | 0.28% | |
| 86 | TWSTTWIST BIOSCIENCE CORP | 5,061,033 | $186.2B | 0.27% | |
| 87 | BWXTBWX TECHNOLOGIES INC | 1,276,267 | $183.9B | 0.27% | |
| 88 | HUMHUMANA INC | 731,486 | $178.8B | 0.26% | |
| 89 | TWTRADEWEB MKTS INC | 1,188,792 | $174.0B | 0.25% | |
| 90 | 4I1PHILIP MORRIS INTL INC | 944,945 | $172.1B | 0.25% | |
| 91 | VCYTVERACYTE INC | 6,321,775 | $170.9B | 0.25% | |
| 92 | NSYNICE LTD | 991,148 | $167.4B | 0.25% | |
| 93 | SNPSSYNOPSYS INC | 326,291 | $167.3B | 0.24% | |
| 94 | AXONAXON ENTERPRISE INC | 201,065 | $166.5B | 0.24% | Put |
| 95 | FERGFERGUSON ENTERPRISES INC | 759,687 | $165.4B | 0.24% | |
| 96 | ZSZSCALER INC | 522,395 | $164.0B | 0.24% | |
| 97 | IOTSAMSARA INC | 3,964,300 | $157.7B | 0.23% | |
| 98 | RBCRBC BEARINGS INC | 408,499 | $157.2B | 0.23% | |
| 99 | IRINGERSOLL RAND INC | 1,866,157 | $155.2B | 0.23% | |
| 100 | TXNTEXAS INSTRS INC | 745,787 | $154.8B | 0.23% |
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