Artisan Partners Limited Partnership Q4 2023 Filing

Filed February 12, 2024

Portfolio Value

$64948.0T

Holdings

321

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (321 positions)

#StockSharesValue% PortfolioType
1
ACGLARCH CAP GROUP LTD
24,894,249$1848.9T2.85%
2
GOOGLALPHABET INC
11,706,452$1635.3T2.52%
3
TEAMATLASSIAN CORPORATION
5,972,958$1420.7T2.19%
4
AMDADVANCED MICRO DEVICES INC
9,482,250$1397.8T2.15%Call
5
AMZNAMAZON COM INC
8,689,620$1320.3T2.03%Call
6
VEEVVEEVA SYS INC
6,581,353$1267.0T1.95%
7
METAMETA PLATFORMS INC
3,553,155$1257.7T1.94%
8
ARGXARGENX SE
3,174,477$1207.7T1.86%
9
LINLINDE PLC
2,868,992$1178.3T1.81%
10
CMGCHIPOTLE MEXICAN GRILL INC
484,572$1108.2T1.71%
11
WTWWILLIS TOWERS WATSON PLC LTD
4,521,760$1090.6T1.68%
12
ELVELEVANCE HEALTH INC
2,312,653$1090.6T1.68%
13
BKBANK NEW YORK MELLON CORP
19,793,539$1030.3T1.59%
14
MSFTMICROSOFT CORP
2,690,921$1011.9T1.56%Put
15
BRK/BBERKSHIRE HATHAWAY INC DEL
2,812,635$1003.2T1.54%
16
BSXBOSTON SCIENTIFIC CORP
17,169,938$992.6T1.53%
17
GRMNGARMIN LTD
7,310,112$939.6T1.45%
18
IRINGERSOLL RAND INC
12,047,815$931.8T1.43%
19
PGRPROGRESSIVE CORP
5,778,610$920.4T1.42%
20
AXPAMERICAN EXPRESS CO
4,855,211$909.6T1.40%
21
NFLXNETFLIX INC
1,824,916$888.5T1.37%
22
INTUINTUIT
1,265,511$791.0T1.22%
23
DC4DEXCOM INC
5,900,308$732.2T1.13%
24
ASNDASCENDIS PHARMA A/S
5,749,227$724.1T1.11%
25
WSTWEST PHARMACEUTICAL SVSC INC
1,961,063$690.5T1.06%
26
LSCCLATTICE SEMICONDUCTOR CORP
9,544,835$658.5T1.01%
27
SUSUNCOR ENERGY INC NEW
20,530,994$657.8T1.01%
28
MRSHMARSH & MCLENNAN COS INC
3,450,461$653.8T1.01%
29
SCHWSCHWAB CHARLES CORP
9,141,570$628.9T0.97%
30
ONON SEMICONDUCTOR CORP
7,428,597$620.5T0.96%
31
SPGIS&P GLOBAL INC
1,403,726$618.4T0.95%
32
EXPEEXPEDIA GROUP INC
4,027,087$611.3T0.94%
33
TRVCCITIGROUP INC
11,213,397$576.8T0.89%
34
ANETEURARISTA NETWORKS INC
2,273,091$535.3T0.82%
35
PWRQUANTA SVCS INC
2,438,653$526.3T0.81%
36
SHOPSHOPIFY INC
6,416,115$499.8T0.77%
37
CPCANADIAN PACIFIC KANSAS CITY
6,163,858$487.7T0.75%
38
XRAYDENTSPLY SIRONA INC
12,944,034$460.7T0.71%
39
NUNU HLDGS LTD
54,126,402$450.9T0.69%
40
CSGPCOSTAR GROUP INC
5,138,004$449.0T0.69%
41
MPWRMONOLITHIC PWR SYS INC
709,950$447.8T0.69%
42
LRCXEURLAM RESEARCH CORP
564,992$442.5T0.68%
43
DHRDANAHER CORPORATION
1,846,827$427.2T0.66%
44
WDAYWORKDAY INC
1,511,764$417.3T0.64%
45
ABNBAIRBNB INC
3,037,472$413.5T0.64%
46
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,931,070$408.8T0.63%Call
47
VVISA INC
1,514,437$394.3T0.61%
48
LULULULULEMON ATHLETICA INC
760,250$388.7T0.60%
49
CNHICNH INDL N V
31,552,829$384.3T0.59%
50
HUBSHUBSPOT INC
660,670$383.5T0.59%
51
TYLTYLER TECHNOLOGIES INC
882,325$368.9T0.57%
52
NOKNOKIA CORP
106,769,682$365.2T0.56%
53
SAIASAIA INC
817,411$358.2T0.55%
54
STSENSATA TECHNOLOGIES HLDG PL
9,352,937$351.4T0.54%
55
TREXTREX CO INC
4,102,402$339.6T0.52%
56
SLBSCHLUMBERGER LTD
6,452,662$335.8T0.52%
57
EXASEXACT SCIENCES CORP
4,470,278$330.7T0.51%
58
CNRCANADIAN NATL RY CO
2,537,600$319.0T0.49%
59
SNPSSYNOPSYS INC
612,776$315.5T0.49%
60
LUVSOUTHWEST AIRLS CO
10,790,654$311.6T0.48%
61
DAYCERIDIAN HCM HLDG INC
4,578,247$307.3T0.47%
62
SWAVUSDSHOCKWAVE MED INC
1,495,492$285.0T0.44%
63
NSYNICE LTD
1,403,284$280.0T0.43%
64
BSYBENTLEY SYS INC
5,323,306$277.8T0.43%
65
RGENREPLIGEN CORP
1,522,743$273.8T0.42%
66
SPYSPDR S&P 500 ETF TR
574,300$273.0T0.42%Put
67
SPOTSPOTIFY TECHNOLOGY S A
1,400,811$263.2T0.41%
68
DDOGDATADOG INC
2,113,077$256.5T0.39%
69
LBTYALIBERTY GLOBAL LTD
14,141,397$251.3T0.39%
70
TWTRADEWEB MKTS INC
2,737,510$248.8T0.38%
71
HALOHALOZYME THERAPEUTICS INC
6,689,058$247.2T0.38%
72
FIVEFIVE BELOW INC
1,150,965$245.3T0.38%
73
NEENEXTERA ENERGY INC
3,973,383$241.3T0.37%
74
NVDANVIDIA CORPORATION
485,508$240.4T0.37%
75
FTVFORTIVE CORP
3,243,271$238.8T0.37%
76
WINGWINGSTOP INC
924,124$237.1T0.37%
77
AONAON PLC
811,416$236.1T0.36%
78
VRTXVERTEX PHARMACEUTICALS INC
576,507$234.6T0.36%
79
ETNEATON CORP PLC
970,426$233.7T0.36%
80
GEGENERAL ELECTRIC CO
1,787,255$228.1T0.35%Put
81
MLB1MERCADOLIBRE INC
142,991$224.7T0.35%
82
IRTCIRHYTHM TECHNOLOGIES INC
2,071,500$221.7T0.34%
83
PBRPETROLEO BRASILEIRO SA PETRO
13,698,042$218.8T0.34%
84
MARMARRIOTT INTL INC NEW
932,649$210.3T0.32%
85
ADBEADOBE INC
350,380$209.0T0.32%Put
86
GPNGLOBAL PMTS INC
1,630,083$207.0T0.32%
87
LYVLIVE NATION ENTERTAINMENT IN
2,191,712$205.1T0.32%
88
VIVTELEFONICA BRASIL SA
18,168,660$198.8T0.31%
89
RHCRH PLC
2,826,501$195.5T0.30%
90
AJGGALLAGHER ARTHUR J & CO
847,698$190.6T0.29%
91
XYLXYLEM INC
1,636,995$187.2T0.29%
92
HUBBHUBBELL INC
540,272$177.7T0.27%
93
GOOGALPHABET INC
1,255,315$176.9T0.27%
94
VRSKVERISK ANALYTICS INC
737,910$176.3T0.27%
95
RBLXROBLOX CORP
3,836,746$175.4T0.27%
96
JBLJABIL INC
1,339,559$170.7T0.26%
97
CAECAE INC
7,878,286$170.1T0.26%
98
WCCWESCO INTL INC
975,547$169.6T0.26%
99
GWREGUIDEWIRE SOFTWARE INC
1,542,644$168.2T0.26%
100
SESEA LTD
4,131,880$167.3T0.26%
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