Artisan Partners Limited Partnership Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$66.8B

Holdings

326

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (326 positions)

#StockSharesValue% PortfolioType
1
ACGLARCH CAP GROUP LTD
23,247,700$2.2B3.34%
2
GOOGLALPHABET INC
5,680,236$1.8B2.66%
3
ELVELEVANCE HEALTH INC FORMERLY
5,032,751$1.8B2.64%
4
SCHWSCHWAB CHARLES CORP
17,206,336$1.7B2.57%
5
BKBANK NEW YORK MELLON CORP
14,759,534$1.7B2.56%
6
AXPAMERICAN EXPRESS CO
4,517,317$1.7B2.50%
7
METAMETA PLATFORMS INC
2,410,398$1.6B2.38%
8
ARGXARGENX SE
1,756,942$1.5B2.21%
9
SUSUNCOR ENERGY INC NEW
32,818,241$1.5B2.18%
10
LRCXLAM RESEARCH CORP
7,951,029$1.4B2.04%
11
TRVCCITIGROUP INC
11,620,256$1.4B2.03%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
2,602,953$1.3B1.96%
13
ICLRICON PLC
6,873,977$1.3B1.87%
14
GRMNGARMIN LTD
5,699,823$1.2B1.73%
15
WTWWILLIS TOWERS WATSON PLC LTD
3,461,646$1.1B1.70%
16
AMZNAMAZON COM INC
4,618,514$1.1B1.60%
17
PGRPROGRESSIVE CORP
4,672,994$1.1B1.59%
18
IM8NINSMED INC
4,843,749$843.0M1.26%
19
SHOPSHOPIFY INC
5,154,840$829.0M1.24%Call
20
WSTWEST PHARMACEUTICAL SVSC INC
2,850,401$784.0M1.17%
21
BKRBAKER HUGHES COMPANY
16,903,794$769.0M1.15%
22
IQVIQVIA HLDGS INC
3,371,385$759.0M1.14%
23
ASNDASCENDIS PHARMA A/S
3,225,885$687.0M1.03%
24
NOKNOKIA CORP
99,477,170$643.0M0.96%
25
CBRECBRE GROUP INC
3,907,289$628.0M0.94%
26
MRSHMARSH & MCLENNAN COS INC
3,357,826$622.0M0.93%
27
AVGOBROADCOM INC
1,798,313$621.0M0.93%Put
28
SESEA LTD
4,856,734$619.0M0.93%
29
MSFTMICROSOFT CORP
1,204,456$582.0M0.87%Put
30
SPOTSPOTIFY TECHNOLOGY S A
974,087$565.0M0.85%
31
LHXL3HARRIS TECHNOLOGIES INC
1,900,509$557.0M0.83%
32
GEVGE VERNOVA INC
815,112$531.0M0.79%Put
33
HSICHENRY SCHEIN INC
6,647,378$502.0M0.75%
34
AAPLAPPLE INC
1,833,380$497.0M0.74%Put
35
ORCLORACLE CORP
2,294,045$447.0M0.67%
36
STSENSATA TECHNOLOGIES HLDG PL
13,277,925$442.0M0.66%
37
PYPLPAYPAL HLDGS INC
7,520,682$439.0M0.66%
38
XYLXYLEM INC
3,214,458$437.0M0.65%
39
NFLXNETFLIX INC
4,510,397$422.0M0.63%
40
COFCAPITAL ONE FINL CORP
1,701,653$411.0M0.62%Call
41
AXTAAXALTA COATING SYS LTD
12,575,932$406.0M0.61%
42
SNOWSNOWFLAKE INC
1,854,894$406.0M0.61%
43
WFCWELLS FARGO CO NEW
4,266,600$397.0M0.59%Call
44
AONAON PLC
1,117,428$394.0M0.59%
45
DASHDOORDASH INC
1,695,291$383.0M0.57%
46
ABGCENCORA INC
1,118,682$377.0M0.56%
47
SPGIS&P GLOBAL INC
685,769$358.0M0.54%
48
NVDANVIDIA CORPORATION
1,883,108$351.0M0.53%
49
VVISA INC
994,743$348.0M0.52%
50
AMDADVANCED MICRO DEVICES INC
1,527,275$327.0M0.49%
51
WWDWOODWARD INC
1,065,294$322.0M0.48%
52
DHRDANAHER CORPORATION
1,386,008$317.0M0.47%
53
RTXRTX CORPORATION
1,723,710$316.0M0.47%
54
MLB1MERCADOLIBRE INC
155,395$313.0M0.47%
55
WMBWILLIAMS COS INC
5,104,961$306.0M0.46%
56
LINLINDE PLC
715,654$305.0M0.46%
57
CNHICNH INDL N V
31,822,953$293.0M0.44%
58
ETNEATON CORP PLC
917,655$292.0M0.44%
59
LYVLIVE NATION ENTERTAINMENT IN
1,993,220$284.0M0.43%
60
LSCCLATTICE SEMICONDUCTOR CORP
3,831,865$281.0M0.42%
61
TPDSOMNIGROUP INTERNATIONAL INC
3,072,610$274.0M0.41%
62
IRTCIRHYTHM TECHNOLOGIES INC
1,511,992$268.0M0.40%
63
RBCRBC BEARINGS INC
597,069$267.0M0.40%
64
VCYTVERACYTE INC
6,263,041$263.0M0.39%
65
APGAPI GROUP CORP
6,637,578$253.0M0.38%
66
GSGOLDMAN SACHS GROUP INC
280,653$246.0M0.37%Call
67
BSXBOSTON SCIENTIFIC CORP
2,569,376$244.0M0.37%
68
FWONALIBERTY MEDIA CORP DEL
2,393,215$235.0M0.35%
69
USFDUS FOODS HLDG CORP
3,127,601$235.0M0.35%
70
CARRCARRIER GLOBAL CORPORATION
4,394,738$232.0M0.35%
71
TSMTAIWAN SEMICONDUCTOR MFG LTD
763,089$231.0M0.35%
72
RHCRH PLC
1,793,888$223.0M0.33%
73
MTSIMACOM TECH SOLUTIONS HLDGS I
1,246,723$213.0M0.32%
74
GWREGUIDEWIRE SOFTWARE INC
1,060,968$213.0M0.32%
75
FIXCOMFORT SYS USA INC
216,211$201.0M0.30%
76
FTAIFTAI AVIATION LTD
1,000,812$197.0M0.29%
77
WINGWINGSTOP INC
828,283$197.0M0.29%
78
ASAMER SPORTS INC
5,214,439$194.0M0.29%
79
VSTVISTRA CORP
1,200,928$193.0M0.29%Put
80
MDLNMEDLINE INC
4,591,588$192.0M0.29%
81
MMYTMAKEMYTRIP LIMITED MAURITIUS
2,322,204$190.0M0.28%
82
BWXTBWX TECHNOLOGIES INC
1,094,914$189.0M0.28%
83
PODDINSULET CORP
659,057$187.0M0.28%
84
RBLXROBLOX CORP
2,292,340$185.0M0.28%
85
PENPENUMBRA INC
594,112$184.0M0.28%
86
TWSTTWIST BIOSCIENCE CORP
5,830,205$184.0M0.28%
87
ABNBAIRBNB INC
1,356,963$184.0M0.28%
88
GOOGALPHABET INC
581,343$182.0M0.27%
89
TYLTYLER TECHNOLOGIES INC
399,177$181.0M0.27%
90
CRWDCROWDSTRIKE HLDGS INC
384,490$180.0M0.27%
91
MDBMONGODB INC
428,495$179.0M0.27%
92
VIKVIKING HOLDINGS LTD
2,502,697$178.0M0.27%
93
HUMHUMANA INC
684,778$175.0M0.26%
94
TMOTHERMO FISHER SCIENTIFIC INC
300,931$174.0M0.26%
95
ADIANALOG DEVICES INC
646,135$174.0M0.26%Call
96
TTANSERVICETITAN INC
1,617,353$172.0M0.26%
97
BACBANK AMERICA CORP
3,145,027$172.0M0.26%
98
GEGE AEROSPACE
554,847$170.0M0.25%
99
CRMSALESFORCE INC
610,938$161.0M0.24%
100
4I1PHILIP MORRIS INTL INC
1,004,908$161.0M0.24%
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