Artisan Partners Limited Partnership Q4 2020 Filing
Filed February 10, 2021
Portfolio Value
$82.1T
Holdings
315
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (315 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 942,482 | $1.7T | 2.01% | |
| 2 | VEEVVEEVA SYS INC | 5,920,129 | $1.6T | 1.96% | |
| 3 | BIDUNBAIDU INC | 7,441,074 | $1.6T | 1.96% | |
| 4 | NXPINXP SEMICONDUCTORS N V | 9,275,771 | $1.5T | 1.80% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 9,914,892 | $1.4T | 1.71% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 5,287,951 | $1.2T | 1.50% | |
| 7 | TEAMATLASSIAN CORP PLC | 5,251,981 | $1.2T | 1.50% | |
| 8 | ACGLARCH CAP GROUP LTD | 31,553,498 | $1.1T | 1.39% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 11,631,001 | $1.1T | 1.30% | |
| 10 | —IHS MARKIT LTD | 11,819,562 | $1.1T | 1.29% | |
| 11 | GPNGLOBAL PMTS INC | 4,808,665 | $1.0T | 1.26% | |
| 12 | NSYNICE LTD | 3,566,858 | $1.0T | 1.23% | |
| 13 | NVDANVIDIA CORPORATION | 1,934,142 | $1.0T | 1.23% | Put |
| 14 | FTVFORTIVE CORP | 13,600,890 | $963.2B | 1.17% | |
| 15 | ASNDASCENDIS PHARMA A/S | 5,767,527 | $961.9B | 1.17% | |
| 16 | BKNGBOOKING HOLDINGS INC | 422,726 | $941.5B | 1.15% | Call |
| 17 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 11,376,215 | $932.3B | 1.14% | |
| 18 | ATVIEURACTIVISION BLIZZARD INC | 9,996,095 | $928.1B | 1.13% | |
| 19 | MSFTMICROSOFT CORP | 4,127,391 | $918.0B | 1.12% | |
| 20 | PAGSPAGSEGURO DIGITAL LTD | 15,411,674 | $876.6B | 1.07% | |
| 21 | APTVAPTIV PLC | 6,551,433 | $853.6B | 1.04% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,602,788 | $835.4B | 1.02% | |
| 23 | AONAON PLC | 3,927,889 | $829.8B | 1.01% | |
| 24 | ANETEURARISTA NETWORKS INC | 2,813,734 | $817.6B | 1.00% | |
| 25 | METAFACEBOOK INC | 2,974,678 | $812.6B | 0.99% | |
| 26 | AMZNAMAZON COM INC | 249,480 | $812.5B | 0.99% | Put |
| 27 | XRAYDENTSPLY SIRONA INC | 15,442,138 | $808.5B | 0.99% | |
| 28 | EXPEEXPEDIA GROUP INC | 6,055,163 | $801.7B | 0.98% | |
| 29 | ZNGAEURZYNGA INC | 80,334,536 | $792.9B | 0.97% | |
| 30 | BKBANK NEW YORK MELLON CORP | 18,639,856 | $791.1B | 0.96% | |
| 31 | ELVANTHEM INC | 2,406,514 | $772.7B | 0.94% | |
| 32 | NEENEXTERA ENERGY INC | 9,941,673 | $767.0B | 0.93% | |
| 33 | BSXBOSTON SCIENTIFIC CORP | 21,306,022 | $766.0B | 0.93% | |
| 34 | HUBSHUBSPOT INC | 1,895,977 | $751.6B | 0.92% | |
| 35 | VVISA INC | 3,424,312 | $749.0B | 0.91% | |
| 36 | NFLXNETFLIX INC | 1,365,137 | $738.2B | 0.90% | |
| 37 | VIVTELEFONICA BRASIL SA | 83,026,111 | $734.8B | 0.90% | |
| 38 | DHRDANAHER CORPORATION | 3,212,754 | $713.7B | 0.87% | |
| 39 | UBERUBER TECHNOLOGIES INC | 13,837,657 | $705.7B | 0.86% | Call |
| 40 | TJXTJX COS INC NEW | 10,163,682 | $694.1B | 0.85% | Call |
| 41 | TRVCCITIGROUP INC | 11,248,007 | $693.6B | 0.85% | |
| 42 | ARGXARGENX SE | 2,331,501 | $685.7B | 0.84% | |
| 43 | CHGGCHEGG INC | 7,472,262 | $675.0B | 0.82% | |
| 44 | SLBSCHLUMBERGER LTD | 30,846,900 | $673.4B | 0.82% | |
| 45 | LOWLOWES COS INC | 4,077,011 | $654.4B | 0.80% | |
| 46 | AXPAMERICAN EXPRESS CO | 5,350,632 | $646.9B | 0.79% | |
| 47 | DAYCERIDIAN HCM HLDG INC | 5,875,774 | $626.1B | 0.76% | |
| 48 | GOOGALPHABET INC | 351,740 | $616.2B | 0.75% | |
| 49 | IMOIMPERIAL OIL LTD | 32,123,413 | $609.7B | 0.74% | |
| 50 | PGRPROGRESSIVE CORP | 6,051,154 | $598.3B | 0.73% | |
| 51 | MRSHMARSH & MCLENNAN COS INC | 5,032,938 | $588.9B | 0.72% | |
| 52 | CLVTRIP COM GROUP LTD | 17,282,907 | $583.0B | 0.71% | |
| 53 | SESEA LTD | 2,899,905 | $577.2B | 0.70% | |
| 54 | DC4DEXCOM INC | 1,516,467 | $560.7B | 0.68% | |
| 55 | WTWWILLIS TOWERS WATSON PLC LTD | 2,576,633 | $542.8B | 0.66% | |
| 56 | MLB1MERCADOLIBRE INC | 318,505 | $533.6B | 0.65% | |
| 57 | IRINGERSOLL RAND INC | 10,910,498 | $497.1B | 0.61% | |
| 58 | LSCCLATTICE SEMICONDUCTOR CORP | 10,748,956 | $492.5B | 0.60% | |
| 59 | TDYTELEDYNE TECHNOLOGIES INC | 1,227,673 | $481.2B | 0.59% | |
| 60 | FDXFEDEX CORP | 1,819,565 | $472.4B | 0.58% | |
| 61 | ACNACCENTURE PLC IRELAND | 1,786,109 | $466.6B | 0.57% | |
| 62 | CTLTEURCATALENT INC | 4,274,015 | $444.8B | 0.54% | |
| 63 | NYTNEW YORK TIMES CO | 8,551,664 | $442.7B | 0.54% | |
| 64 | MTCHMATCH GROUP INC NEW | 2,913,115 | $440.4B | 0.54% | |
| 65 | HALOHALOZYME THERAPEUTICS INC | 10,284,136 | $439.2B | 0.54% | |
| 66 | LUVSOUTHWEST AIRLS CO | 9,361,163 | $436.3B | 0.53% | |
| 67 | GWREGUIDEWIRE SOFTWARE INC | 3,386,952 | $436.0B | 0.53% | |
| 68 | COUPEURCOUPA SOFTWARE INC | 1,249,771 | $423.6B | 0.52% | |
| 69 | EXASEXACT SCIENCES CORP | 3,195,857 | $423.4B | 0.52% | |
| 70 | AAPLAPPLE INC | 2,943,411 | $390.6B | 0.48% | Put |
| 71 | ADIANALOG DEVICES INC | 2,609,799 | $385.5B | 0.47% | Call |
| 72 | UUNITY SOFTWARE INC | 2,504,054 | $384.3B | 0.47% | |
| 73 | TALTAL EDUCATION GROUP | 5,325,297 | $380.8B | 0.46% | |
| 74 | ZSZSCALER INC | 1,895,436 | $378.5B | 0.46% | |
| 75 | CP.TOCANADIAN PAC RY LTD | 1,081,668 | $375.2B | 0.46% | |
| 76 | WSTWEST PHARMACEUTICAL SVSC INC | 1,301,035 | $368.6B | 0.45% | |
| 77 | ZMZOOM VIDEO COMMUNICATIONS IN | 1,066,759 | $359.8B | 0.44% | |
| 78 | SUSUNCOR ENERGY INC NEW | 21,303,315 | $357.3B | 0.44% | |
| 79 | PTONPELOTON INTERACTIVE INC | 2,215,562 | $336.1B | 0.41% | |
| 80 | BLBLACKLINE INC | 2,426,862 | $323.7B | 0.39% | |
| 81 | IRTCIRHYTHM TECHNOLOGIES INC | 1,356,864 | $321.9B | 0.39% | |
| 82 | SBUXSTARBUCKS CORP | 2,986,557 | $319.5B | 0.39% | |
| 83 | BURLBURLINGTON STORES INC | 1,213,322 | $317.3B | 0.39% | |
| 84 | CNCCENTENE CORP DEL | 5,252,035 | $315.3B | 0.38% | |
| 85 | OLLIOLLIES BARGAIN OUTLET HLDGS | 3,719,986 | $304.2B | 0.37% | |
| 86 | MAMASTERCARD INCORPORATED | 851,761 | $304.0B | 0.37% | Call |
| 87 | TRMBTRIMBLE INC | 4,552,142 | $303.9B | 0.37% | |
| 88 | TYLTYLER TECHNOLOGIES INC | 691,540 | $301.9B | 0.37% | |
| 89 | SNPSSYNOPSYS INC | 1,157,106 | $300.0B | 0.37% | |
| 90 | AWMSKYWORKS SOLUTIONS INC | 1,872,462 | $286.3B | 0.35% | |
| 91 | AG8AGILENT TECHNOLOGIES INC | 2,342,109 | $277.5B | 0.34% | |
| 92 | HDBHDFC BANK LTD | 3,772,974 | $272.6B | 0.33% | |
| 93 | CMGCHIPOTLE MEXICAN GRILL INC | 195,716 | $271.4B | 0.33% | |
| 94 | QTWOQ2 HLDGS INC | 2,108,526 | $266.8B | 0.33% | |
| 95 | —CREE INC | 2,477,256 | $262.3B | 0.32% | |
| 96 | AWNADVANCE AUTO PARTS INC | 1,657,038 | $261.0B | 0.32% | |
| 97 | ASMLASML HOLDING N V | 532,511 | $259.7B | 0.32% | |
| 98 | ELLAUDER ESTEE COS INC | 974,463 | $259.4B | 0.32% | |
| 99 | NEONEOGENOMICS INC | 4,727,487 | $254.5B | 0.31% | |
| 100 | MUMICRON TECHNOLOGY INC | 3,265,345 | $245.5B | 0.30% | Call |
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