Artisan Partners Limited Partnership Top Holdings and 13F Report (2025) About Artisan Partners Limited PartnershipInvestment ActivityArtisan Partners Limited Partnership has $66.47 billion in total holdings as of December 31, 2024.Artisan Partners Limited Partnership owns shares of 353 different stocks, but just 107 companies or ETFs make up 80% of its holdings.Approximately 11.72% of the portfolio was purchased this quarter.About 14.51% of the portfolio was sold this quarter.This quarter, Artisan Partners Limited Partnership has purchased 330 new stocks and bought additional shares in 133 stocks.Artisan Partners Limited Partnership sold shares of 163 stocks and completely divested from 25 stocks this quarter.Largest Holdings Arch Capital Group $2,160,126,250argenx $1,888,046,925Alphabet $1,782,739,754Meta Platforms $1,635,717,038Amazon.com $1,358,092,111 Largest New Holdings this Quarter ARISTA NETWORKS INC $530,955,835 HoldingTesla $451,306,142 HoldingLAM RESEARCH CORP $374,993,096 HoldingPure Storage $210,906,083 HoldingUS Foods $171,106,623 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 4,803,726 shares (about $530.96M)PayPal 5,772,198 shares (about $492.66M)Tesla 1,117,537 shares (about $451.31M)CBRE Group 3,011,566 shares (about $395.39M)LAM RESEARCH CORP 5,191,653 shares (about $374.99M) Largest Sales this Quarter LINDE PLC 1,472,766 shares (about $616.60M)Intuit 900,040 shares (about $565.68M)Ingersoll Rand 4,776,310 shares (about $432.07M)Microsoft 916,292 shares (about $386.22M)argenx 443,247 shares (about $272.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofArtisan Partners Limited Partnership Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorACGLArch Capital Group$2,160,126,250$28,948,954 ▼-1.3%23,390,6473.2%FinanceARGXargenx$1,888,046,925$272,596,905 ▼-12.6%3,069,9952.8%MedicalGOOGLAlphabet$1,782,739,754$91,034,370 ▼-4.9%9,417,5372.7%Computer and TechnologyMETAMeta Platforms$1,635,717,038$11,233,595 ▲0.7%2,793,6622.5%Computer and TechnologyAMZNAmazon.com$1,358,092,111$24,686,860 ▲1.9%6,190,3102.0%Retail/WholesaleSCHWCharles Schwab$1,342,425,574$41,446 ▲0.0%18,138,4352.0%FinanceAXPAmerican Express$1,316,906,794$126,591,026 ▼-8.8%4,437,1672.0%FinanceBKBank of New York Mellon$1,227,272,893$29,827,788 ▼-2.4%15,973,8761.8%FinanceBRK.BBerkshire Hathaway$1,193,733,731$24,175,236 ▼-2.0%2,633,5461.8%FinanceGRMNGarmin$1,163,738,515$163,438,980 ▼-12.3%5,642,0951.8%Computer and TechnologyNFLXNetflix$1,152,135,384$88,178,288 ▼-7.1%1,292,6171.7%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,106,764,176$37,837,504 ▼-3.3%5,604,1531.7%Computer and TechnologyWTWWillis Towers Watson Public$1,095,119,617$1,155,542 ▼-0.1%3,496,1041.6%FinanceELVElevance Health$1,060,901,065$161,247,297 ▲17.9%2,875,8501.6%MedicalWSTWest Pharmaceutical Services$1,019,007,387$14,535,803 ▲1.4%3,110,9031.5%MedicalBSXBoston Scientific$1,003,265,642$105,246,739 ▼-9.5%11,232,2621.5%MedicalPGRProgressive$951,699,531$240,681,776 ▼-20.2%3,971,8691.4%FinanceSUSuncor Energy$865,884,689$6,049,673 ▲0.7%24,289,0191.3%Oils/EnergyCCitigroup$795,108,758$755,707 ▲0.1%11,295,7631.2%FinanceSHOPShopify$779,661,003$259,764,828 ▼-25.0%7,332,4651.2%Computer and TechnologyAMDAdvanced Micro Devices$763,761,451$54,666,413 ▼-6.7%6,323,0521.1%Computer and TechnologyAONAON$742,581,617$344,866,869 ▲86.7%2,067,5511.1%FinanceMMCMarsh & McLennan Companies$740,291,332$906,141 ▲0.1%3,485,2001.1%FinanceTEAMAtlassian$702,050,297$36,300,127 ▼-4.9%2,884,5851.1%Computer and TechnologyAAPLApple$688,665,017$102,016,851 ▼-12.9%2,750,0401.0%Computer and TechnologyPWRQuanta Services$683,068,119$30,231,131 ▼-4.2%2,161,2661.0%ConstructionPYPLPayPal$666,099,907$492,657,099 ▲284.0%7,804,3341.0%Computer and TechnologyASNDAscendis Pharma A/S$612,689,321$5,411,670 ▲0.9%4,450,4200.9%MedicalORCLOracle$594,908,299$163,966,261 ▲38.0%3,570,0210.9%Computer and TechnologySPOTSpotify Technology$582,576,446$159,506,628 ▼-21.5%1,302,1960.9%Business ServicesSESEA$543,300,010$44,571,018 ▼-7.6%5,120,6410.8%Computer and TechnologyTYLTyler Technologies$534,403,427$49,482,632 ▼-8.5%926,7540.8%Computer and TechnologyCBRECBRE Group$531,736,185$395,388,500 ▲290.0%4,050,0890.8%FinanceARISTA NETWORKS INC$530,955,835$530,955,835 ▲New Holding4,803,7260.8%COM SHSXYLXylem$500,195,286$471,621 ▲0.1%4,311,2850.8%Business ServicesLSCCLattice Semiconductor$486,700,997$22,738,574 ▼-4.5%8,591,3680.7%Computer and TechnologyDHRDanaher$469,165,997$118,204,707 ▼-20.1%2,043,8510.7%MedicalNOKNokia Oyj$464,872,243$590,253 ▼-0.1%104,937,3010.7%Computer and TechnologyMRVLMarvell Technology$452,936,121$224,694,289 ▲98.4%4,100,8250.7%Computer and TechnologyHSICHenry Schein$451,872,886$1,111,560 ▼-0.2%6,529,9550.7%MedicalTSLATesla$451,306,142$451,306,142 ▲New Holding1,117,5370.7%Auto/Tires/TrucksMSFTMicrosoft$448,629,848$386,217,078 ▼-46.3%1,064,3650.7%Computer and TechnologyETNEaton$398,222,428$58,080,237 ▲17.1%1,199,9350.6%Industrial ProductsNVDANVIDIA$389,678,156$26,329,435 ▼-6.3%2,901,7660.6%Computer and TechnologyLINDE PLC$387,587,939$616,602,941 ▼-61.4%925,7600.6%SHSLAM RESEARCH CORP$374,993,096$374,993,096 ▲New Holding5,191,6530.6%COM NEWLUVSouthwest Airlines$366,524,366$342,924 ▼-0.1%10,901,9740.6%TransportationCNHICNH Industrial$361,990,441$121,016 ▼0.0%31,949,7300.5%IndustrialsLYVLive Nation Entertainment$353,946,292$57,718,668 ▲19.5%2,733,1760.5%Consumer DiscretionaryMTSIMACOM Technology Solutions$352,505,199$29,503,340 ▼-7.7%2,713,4570.5%Computer and TechnologySPGIS&P Global$346,092,502$72,322,423 ▼-17.3%694,9230.5%Business ServicesNUNU$345,682,110$26,963,858 ▼-7.2%33,366,9990.5%FinanceSAIASaia$333,050,674$19,090,074 ▼-5.4%730,8070.5%TransportationSTSensata Technologies$330,799,296$344,747 ▲0.1%12,072,9670.5%Computer and TechnologyARM HOLDINGS PLC$327,087,683$106,177,926 ▲48.1%2,651,4890.5%SPONSORED ADSCPCanadian Pacific Kansas City$326,003,807$35,887,266 ▼-9.9%4,508,2430.5%TransportationFWONKFormula One Group$324,362,631$8,291,402 ▲2.6%3,500,5680.5%Consumer DiscretionaryVVisa$310,648,990$23,415,720 ▼-7.0%982,9420.5%Business ServicesECLEcolab$299,072,926$16,953,521 ▼-5.4%1,276,3440.4%Basic MaterialsVEEVVeeva Systems$298,221,123$252,570,171 ▼-45.9%1,418,4120.4%MedicalTWTradeweb Markets$283,287,183$11,732,658 ▼-4.0%2,163,8190.4%FinanceMELIMercadoLibre$275,758,654$25,470,891 ▲10.2%162,1690.4%Retail/WholesaleCCCSCCC Intelligent Solutions$274,001,140$4,241,228 ▼-1.5%23,359,0060.4%Computer and TechnologyTWSTTwist Bioscience$273,879,356$5,817,347 ▼-2.1%5,893,6810.4%MedicalVRTXVertex Pharmaceuticals$267,603,412$46,008,475 ▲20.8%664,5230.4%MedicalVCYTVeracyte$261,330,854$62,426,707 ▲31.4%6,599,2640.4%MedicalONTOOnto Innovation$252,530,384$74,144,816 ▲41.6%1,515,1520.4%Computer and TechnologyONOnsemi$251,111,442$145,243,998 ▼-36.6%3,982,7350.4%Computer and TechnologyIRTCiRhythm Technologies$249,115,725$1,580,229 ▼-0.6%2,762,7340.4%MedicalHUBSHubSpot$237,961,587$59,800,982 ▼-20.1%341,5210.4%Computer and TechnologyGWREGuidewire Software$237,323,215$49,187,261 ▲26.1%1,407,7780.4%Computer and TechnologyHUBBHubbell$235,557,765$5,989,289 ▼-2.5%562,3380.4%Industrial ProductsDDOGDatadog$235,549,735$82,543,409 ▼-25.9%1,648,4690.4%Computer and TechnologyGE VERNOVA INC$230,231,922$119,966,363 ▲108.8%699,9420.3%COMCMGChipotle Mexican Grill$229,123,900$244,005,880 ▼-51.6%3,799,7330.3%Retail/WholesaleGTLBGitLab$227,318,210$81,322,066 ▲55.7%4,034,0410.3%Computer and TechnologyDECKDeckers Outdoor$222,488,548$48,725,556 ▲28.0%1,095,5170.3%Retail/WholesaleNICENICE$218,544,168$5,733,629 ▼-2.6%1,286,7650.3%Computer and TechnologyINSMInsmed$215,842,445$16,724,388 ▲8.4%3,126,3390.3%MedicalMPWRMonolithic Power Systems$212,288,351$59,854,005 ▲39.3%358,7770.3%Computer and TechnologyMMYTMakeMyTrip$211,950,731$38,801,273 ▼-15.5%1,887,6980.3%Computer and TechnologyPSTGPure Storage$210,906,083$210,906,083 ▲New Holding3,433,2750.3%Computer and TechnologyDOORDASH INC$203,452,400$10,173,199 ▼-4.8%1,212,8310.3%CL APODDInsulet$201,072,981$39,036,231 ▲24.1%770,1880.3%MedicalSNPSSynopsys$200,594,920$60,800,077 ▼-23.3%413,2910.3%Computer and TechnologyPSNParsons$190,932,039$139,556,907 ▲271.6%2,069,7240.3%Business ServicesEFXEquifax$188,949,103$4,584,497 ▲2.5%741,4130.3%Business ServicesGOOGAlphabet$182,535,407$11,792,997 ▼-6.1%958,4930.3%Computer and TechnologyCRWDCrowdStrike$174,245,664$63,264,357 ▼-26.6%509,2520.3%Computer and TechnologyUSFDUS Foods$171,106,623$171,106,623 ▲New Holding2,536,4160.3%Consumer StaplesHUMHumana$170,928,233$77,745,117 ▲83.4%673,7150.3%MedicalAZOAutoZone$170,173,492$23,928,546 ▲16.4%53,1460.3%Retail/WholesaleNOWServiceNow$169,114,583$108,206,448 ▲177.7%159,5240.3%Computer and TechnologyABNBAirbnb$166,188,314$19,794,551 ▼-10.6%1,264,6550.3%Consumer DiscretionaryCARRCarrier Global$166,061,426$166,061,426 ▲New Holding2,432,7780.2%Computer and TechnologyGRABGrab$164,403,826$18,589,574 ▼-10.2%34,831,3190.2%Business ServicesVIVTelefônica Brasil$161,439,838$7,671 ▼0.0%21,382,7600.2%UtilitiesUPSUnited Parcel Service$157,179,993$8,055,520 ▲5.4%1,246,4710.2%TransportationZSZscaler$156,739,306$36,983,328 ▲30.9%868,7950.2%Computer and TechnologyCEGConstellation Energy$154,747,366$277,624 ▲0.2%691,7320.2%Oils/EnergyShowing largest 100 holdings. 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