Artisan Partners Limited Partnership Q3 2020 Filing
Filed November 12, 2020
Portfolio Value
$70.8T
Holdings
308
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (308 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 6,261,524 | $1.8T | 2.60% | |
| 2 | FISFIDELITY NATL INFORMATION SV | 11,238,104 | $1.7T | 2.34% | Call |
| 3 | VEEVVEEVA SYS INC | 5,814,201 | $1.6T | 2.31% | |
| 4 | GOOGLALPHABET INC | 952,663 | $1.4T | 1.97% | |
| 5 | FDXFEDEX CORP | 5,012,368 | $1.3T | 1.78% | Call |
| 6 | —IHS MARKIT LTD | 15,499,034 | $1.2T | 1.72% | |
| 7 | LOWLOWES COS INC | 7,044,821 | $1.2T | 1.65% | |
| 8 | ZMZOOM VIDEO COMMUNICATIONS IN | 2,305,752 | $1.1T | 1.53% | |
| 9 | BIDUNBAIDU INC | 8,434,447 | $1.1T | 1.51% | |
| 10 | AMDADVANCED MICRO DEVICES INC | 13,003,217 | $1.1T | 1.51% | Call |
| 11 | NXPINXP SEMICONDUCTORS N V | 8,510,019 | $1.1T | 1.50% | |
| 12 | MSFTMICROSOFT CORP | 4,747,557 | $998.6B | 1.41% | |
| 13 | TEAMATLASSIAN CORP PLC | 5,429,558 | $987.0B | 1.39% | |
| 14 | AONAON PLC | 4,748,177 | $979.5B | 1.38% | Call |
| 15 | ACGLARCH CAP GROUP LTD | 32,013,642 | $936.4B | 1.32% | |
| 16 | ASNDASCENDIS PHARMA A/S | 5,615,217 | $866.5B | 1.22% | |
| 17 | GPNGLOBAL PMTS INC | 4,483,094 | $796.1B | 1.12% | Call |
| 18 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 11,285,619 | $783.4B | 1.11% | |
| 19 | FTVFORTIVE CORP | 10,251,723 | $781.3B | 1.10% | |
| 20 | METAFACEBOOK INC | 2,949,886 | $772.6B | 1.09% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,583,914 | $763.2B | 1.08% | |
| 22 | VVISA INC | 3,596,118 | $719.1B | 1.02% | |
| 23 | DHRDANAHER CORPORATION | 3,258,718 | $701.7B | 0.99% | |
| 24 | BKNGBOOKING HOLDINGS INC | 400,850 | $685.7B | 0.97% | |
| 25 | AMZNAMAZON COM INC | 217,527 | $684.9B | 0.97% | Put |
| 26 | WTWWILLIS TOWERS WATSON PLC LTD | 3,254,779 | $679.7B | 0.96% | |
| 27 | NSYNICE LTD | 2,984,405 | $677.5B | 0.96% | |
| 28 | XRAYDENTSPLY SIRONA INC | 15,493,615 | $677.5B | 0.96% | |
| 29 | EXPEEXPEDIA GROUP INC | 7,286,513 | $668.1B | 0.94% | |
| 30 | ZNGAEURZYNGA INC | 70,089,303 | $639.2B | 0.90% | |
| 31 | VIV1USDTELEFONICA BRASIL SA | 83,123,747 | $637.6B | 0.90% | |
| 32 | NEENEXTERA ENERGY INC | 2,293,273 | $636.5B | 0.90% | |
| 33 | ATVIEURACTIVISION BLIZZARD INC | 7,667,573 | $620.7B | 0.88% | |
| 34 | BSXBOSTON SCIENTIFIC CORP | 15,785,671 | $603.2B | 0.85% | |
| 35 | PAGSPAGSEGURO DIGITAL LTD | 15,483,047 | $583.9B | 0.82% | |
| 36 | ELVANTHEM INC | 2,146,952 | $576.6B | 0.81% | |
| 37 | MRSHMARSH & MCLENNAN COS INC | 4,994,503 | $572.9B | 0.81% | |
| 38 | PGRPROGRESSIVE CORP | 6,050,505 | $572.8B | 0.81% | |
| 39 | ANETEURARISTA NETWORKS INC | 2,763,791 | $571.9B | 0.81% | |
| 40 | TJXTJX COS INC NEW | 10,247,499 | $570.3B | 0.81% | Call |
| 41 | BKBANK NEW YORK MELLON CORP | 16,527,226 | $567.5B | 0.80% | |
| 42 | HUBSHUBSPOT INC | 1,932,169 | $564.6B | 0.80% | |
| 43 | DAYCERIDIAN HCM HLDG INC | 6,738,306 | $556.9B | 0.79% | |
| 44 | GOOGALPHABET INC | 376,081 | $552.7B | 0.78% | |
| 45 | LHXL3HARRIS TECHNOLOGIES INC | 3,247,985 | $551.6B | 0.78% | |
| 46 | MDTMEDTRONIC PLC | 5,247,337 | $545.3B | 0.77% | |
| 47 | AG8AGILENT TECHNOLOGIES INC | 5,399,578 | $545.0B | 0.77% | |
| 48 | CLVTRIP COM GROUP LTD | 17,482,256 | $544.4B | 0.77% | |
| 49 | APTVAPTIV PLC | 5,934,575 | $544.1B | 0.77% | |
| 50 | AXPAMERICAN EXPRESS CO | 5,309,083 | $532.2B | 0.75% | |
| 51 | TRVCCITIGROUP INC | 11,737,395 | $506.0B | 0.71% | |
| 52 | CHGGCHEGG INC | 7,005,934 | $500.5B | 0.71% | |
| 53 | NFLXNETFLIX INC | 994,518 | $497.3B | 0.70% | |
| 54 | ARGXARGENX SE | 1,876,525 | $492.6B | 0.70% | |
| 55 | NVDANVIDIA CORPORATION | 902,389 | $488.4B | 0.69% | Put |
| 56 | DC4DEXCOM INC | 1,110,276 | $457.7B | 0.65% | |
| 57 | HALOHALOZYME THERAPEUTICS INC | 15,517,924 | $407.8B | 0.58% | |
| 58 | ZSZSCALER INC | 2,818,127 | $396.5B | 0.56% | |
| 59 | LUVSOUTHWEST AIRLS CO | 10,436,794 | $391.4B | 0.55% | |
| 60 | ACNACCENTURE PLC IRELAND | 1,730,152 | $391.0B | 0.55% | |
| 61 | SLBSCHLUMBERGER LTD | 24,928,201 | $387.9B | 0.55% | |
| 62 | CTLTEURCATALENT INC | 4,473,944 | $383.2B | 0.54% | |
| 63 | IMOIMPERIAL OIL LTD | 31,988,112 | $382.9B | 0.54% | |
| 64 | OLLIOLLIES BARGAIN OUTLET HLDGS | 4,348,846 | $379.9B | 0.54% | |
| 65 | WSTWEST PHARMACEUTICAL SVSC INC | 1,357,795 | $373.3B | 0.53% | |
| 66 | MLB1MERCADOLIBRE INC | 344,496 | $372.9B | 0.53% | |
| 67 | IRINGERSOLL RAND INC | 10,218,789 | $363.8B | 0.51% | |
| 68 | SESEA LTD | 2,333,630 | $359.5B | 0.51% | |
| 69 | TDYTELEDYNE TECHNOLOGIES INC | 1,145,551 | $355.4B | 0.50% | |
| 70 | GWREGUIDEWIRE SOFTWARE INC | 3,374,035 | $351.8B | 0.50% | |
| 71 | NYTNEW YORK TIMES CO | 8,171,189 | $349.6B | 0.49% | |
| 72 | ICEINTERCONTINENTAL EXCHANGE IN | 3,414,610 | $341.6B | 0.48% | |
| 73 | BACBK OF AMERICA CORP | 13,896,847 | $334.8B | 0.47% | |
| 74 | MTCHMATCH GROUP INC NEW | 2,944,829 | $325.8B | 0.46% | |
| 75 | TALTAL EDUCATION GROUP | 4,160,553 | $316.4B | 0.45% | |
| 76 | UBERUBER TECHNOLOGIES INC | 8,632,058 | $314.9B | 0.44% | |
| 77 | ADIANALOG DEVICES INC | 2,636,467 | $307.8B | 0.43% | Call |
| 78 | CNCCENTENE CORP DEL | 5,230,581 | $305.1B | 0.43% | |
| 79 | EXASEXACT SCIENCES CORP | 2,980,253 | $303.8B | 0.43% | |
| 80 | HDBHDFC BANK LTD | 6,072,507 | $303.4B | 0.43% | |
| 81 | CP.TOCANADIAN PAC RY LTD | 990,468 | $301.3B | 0.43% | |
| 82 | LSCCLATTICE SEMICONDUCTOR CORP | 10,313,100 | $298.7B | 0.42% | |
| 83 | TYLTYLER TECHNOLOGIES INC | 746,275 | $260.1B | 0.37% | |
| 84 | AWMSKYWORKS SOLUTIONS INC | 1,777,552 | $258.6B | 0.37% | |
| 85 | SBUXSTARBUCKS CORP | 2,961,492 | $254.5B | 0.36% | |
| 86 | CMGCHIPOTLE MEXICAN GRILL INC | 204,335 | $254.1B | 0.36% | |
| 87 | AWNADVANCE AUTO PARTS INC | 1,642,727 | $252.2B | 0.36% | |
| 88 | BURLBURLINGTON STORES INC | 1,181,658 | $243.5B | 0.34% | |
| 89 | CGNXCOGNEX CORP | 3,733,251 | $243.0B | 0.34% | |
| 90 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,983,237 | $241.9B | 0.34% | Call |
| 91 | AEEAMEREN CORP | 2,944,712 | $232.9B | 0.33% | |
| 92 | AAPLAPPLE INC | 1,973,442 | $228.5B | 0.32% | |
| 93 | ANAUTONATION INC | 4,245,970 | $224.7B | 0.32% | |
| 94 | PTONPELOTON INTERACTIVE INC | 2,260,686 | $224.3B | 0.32% | |
| 95 | ROPROPER TECHNOLOGIES INC | 537,807 | $212.5B | 0.30% | |
| 96 | TWTRADEWEB MKTS INC | 3,658,647 | $212.2B | 0.30% | |
| 97 | TMUST-MOBILE US INC | 1,840,214 | $210.4B | 0.30% | |
| 98 | ELLAUDER ESTEE COS INC | 962,045 | $210.0B | 0.30% | |
| 99 | BLBLACKLINE INC | 2,318,491 | $207.8B | 0.29% | |
| 100 | ASMLASML HOLDING N V | 562,334 | $207.7B | 0.29% |
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