Artisan Partners Limited Partnership Top Holdings and 13F Report (2024) About Artisan Partners Limited PartnershipInvestment ActivityArtisan Partners Limited Partnership has $67.29 billion in total holdings as of September 30, 2024.Artisan Partners Limited Partnership owns shares of 330 different stocks, but just 100 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 11.44% of the portfolio was sold this quarter.This quarter, Artisan Partners Limited Partnership has purchased 325 new stocks and bought additional shares in 108 stocks.Artisan Partners Limited Partnership sold shares of 177 stocks and completely divested from 32 stocks this quarter.Largest Holdings Arch Capital Group $2,652,016,610argenx $1,904,458,223Alphabet $1,641,655,776Meta Platforms $1,588,221,041American Express $1,319,035,711 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $257,563,956 HoldingConstellation Energy $179,541,470 HoldingTetra Tech $131,008,829 HoldingCBRE Group $129,275,343 HoldingAres Management $121,851,296 Holding Largest Purchases this Quarter Charles Schwab 5,190,103 shares (about $336.37M)Apple 1,315,632 shares (about $306.54M)Oracle 1,621,940 shares (about $276.38M)FERGUSON ENTERPRISES INC 1,297,094 shares (about $257.56M)SEA 1,993,817 shares (about $187.98M) Largest Sales this Quarter Amazon.com 2,434,142 shares (about $453.55M)Chipotle Mexican Grill 4,831,064 shares (about $278.37M)DexCom 3,975,406 shares (about $266.51M)AerCap 2,518,697 shares (about $238.57M)NU 15,653,160 shares (about $213.67M) 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$2,652,016,610$68,781,810 ▼-2.5%23,704,1173.9%FinanceARGXargenx$1,904,458,223$1,173,061 ▲0.1%3,513,2422.8%MedicalGOOGLAlphabet$1,641,655,776$175,273,763 ▼-9.6%9,898,4372.4%Computer and TechnologyMETAMeta Platforms$1,588,221,041$52,674,784 ▲3.4%2,774,4762.4%Computer and TechnologyAXPAmerican Express$1,319,035,711$6,744,202 ▲0.5%4,863,7012.0%FinanceELVElevance Health$1,268,148,440$40,465,880 ▲3.3%2,438,7471.9%MedicalPGRProgressive$1,262,796,546$33,514,337 ▼-2.6%4,976,3421.9%FinanceBRK.BBerkshire Hathaway$1,236,663,389$57,533,881 ▼-4.4%2,686,8801.8%FinanceBKBank of New York Mellon$1,175,781,009$67,781,801 ▼-5.5%16,362,1071.7%FinanceSCHWCharles Schwab$1,175,515,679$336,370,576 ▲40.1%18,137,8751.7%FinanceLINDE PLC$1,143,761,108$8,146,676 ▲0.7%2,398,5261.7%SHSGRMNGarmin$1,132,662,923$144,020,881 ▼-11.3%6,434,4881.7%Computer and TechnologyAMZNAmazon.com$1,132,473,679$453,553,679 ▼-28.6%6,077,7851.7%Retail/WholesaleAMDAdvanced Micro Devices$1,111,744,714$167,287,764 ▲17.7%6,775,6261.7%Computer and TechnologyBSXBoston Scientific$1,040,006,017$188,975,955 ▼-15.4%12,410,5731.5%MedicalWTWWillis Towers Watson Public$1,030,794,032$3,968,203 ▼-0.4%3,499,7931.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,006,547,034$36,200,643 ▲3.7%5,795,7451.5%Computer and TechnologyNFLXNetflix$986,982,541$37,750,896 ▼-3.7%1,391,5471.5%Consumer DiscretionaryWSTWest Pharmaceutical Services$920,448,744$172,482,442 ▲23.1%3,066,5271.4%MedicalSUSuncor Energy$890,155,214$3,650,035 ▼-0.4%24,119,3191.3%Oils/EnergyMSFTMicrosoft$852,276,707$26,651,491 ▼-3.0%1,980,6571.3%Computer and TechnologySHOPShopify$783,406,246$65,981,586 ▲9.2%9,775,4711.2%Computer and TechnologyMMCMarsh & McLennan Companies$776,561,566$6,840,386 ▲0.9%3,480,9341.2%FinanceAAPLApple$735,679,559$306,542,256 ▲71.4%3,157,4231.1%Computer and TechnologyDHRDanaher$711,395,352$11,246,465 ▼-1.6%2,558,7921.1%Multi-Sector ConglomeratesCCitigroup$706,442,690$6,417,251 ▲0.9%11,285,0271.0%FinancePWRQuanta Services$672,900,400$51,088,897 ▼-7.1%2,256,9191.0%ConstructionASNDAscendis Pharma A/S$658,622,983$17,332,203 ▲2.7%4,411,1111.0%MedicalIRIngersoll Rand$625,148,844$69,151,168 ▼-10.0%6,368,6720.9%Industrial ProductsSPOTSpotify Technology$611,292,135$34,681,621 ▲6.0%1,658,7310.9%Business ServicesANETArista Networks$597,873,343$49,027,248 ▼-7.6%1,557,6920.9%Computer and TechnologyTYLTyler Technologies$591,055,026$102,735,304 ▼-14.8%1,012,5660.9%Computer and TechnologyXYLXylem$581,603,917$20,462,851 ▲3.6%4,307,2200.9%Business ServicesINTUIntuit$562,273,893$133,378,380 ▼-19.2%905,4330.8%Computer and TechnologyVEEVVeeva Systems$549,795,809$161,760,241 ▼-22.7%2,619,6970.8%Computer and TechnologySESEA$522,379,647$187,977,067 ▲56.2%5,540,7260.8%Computer and TechnologyNUNU$490,986,241$213,665,634 ▼-30.3%35,969,6880.7%FinanceTEAMAtlassian$481,787,455$206,624,197 ▼-30.0%3,033,7350.7%Computer and TechnologyLSCCLattice Semiconductor$477,245,508$1,099,717 ▼-0.2%8,992,7550.7%Computer and TechnologyHSICHenry Schein$477,204,712$33,311,290 ▲7.5%6,546,0180.7%MedicalNOKNokia Oyj$459,158,264$7,362,886 ▼-1.6%105,070,5410.7%Computer and TechnologyONOnsemi$456,453,108$37,439,023 ▼-7.6%6,286,3670.7%Computer and TechnologyCMGChipotle Mexican Grill$452,101,789$278,365,907 ▼-38.1%7,846,2650.7%Retail/WholesaleORCLOracle$440,665,646$276,378,576 ▲168.2%2,586,0660.7%Computer and TechnologySPGIS&P Global$434,033,127$47,127,110 ▲12.2%840,1400.6%Business ServicesSTSensata Technologies$432,485,406$1,613,449 ▼-0.4%12,060,3850.6%Computer and TechnologyCPCanadian Pacific Kansas City$427,983,431$16,437,077 ▼-3.7%5,004,5210.6%TransportationCSGPCoStar Group$425,140,687$12,724,163 ▼-2.9%5,635,4810.6%Computer and TechnologyAONAON$383,130,989$43,571,213 ▲12.8%1,107,3470.6%FinanceNVDANVIDIA$376,200,475$81,107,104 ▼-17.7%3,097,8300.6%Computer and TechnologyCNHICNH Industrial$354,760,562$1,452,679 ▼-0.4%31,960,4110.5%IndustrialsECLEcolab$344,362,550$8,762,415 ▲2.6%1,348,6960.5%Basic MaterialsETNEaton$339,701,473$42,603,629 ▼-11.1%1,024,9260.5%Industrial ProductsSAIASaia$337,869,053$7,532,241 ▼-2.2%772,6960.5%TransportationMTSIMACOM Technology Solutions$327,167,039$26,500,352 ▲8.8%2,940,5630.5%Computer and TechnologyLUVSouthwest Airlines$323,327,716$3,823,544 ▲1.2%10,912,1740.5%TransportationMELIMercadoLibre$302,027,992$73,856,196 ▼-19.6%147,1900.4%Retail/WholesaleVVisa$290,631,223$76,402,831 ▼-20.8%1,057,0330.4%Business ServicesTWTradeweb Markets$278,682,430$44,386,029 ▼-13.7%2,253,4360.4%FinanceSNPSSynopsys$272,720,892$3,836,411 ▼-1.4%538,5590.4%Computer and TechnologyTWSTTwist Bioscience$271,932,366$2,250,190 ▼-0.8%6,018,8660.4%MedicalFWONKFormula One Group$264,120,389$34,102,108 ▲14.8%3,411,0860.4%Consumer DiscretionaryCCCSCCC Intelligent Solutions$262,112,376$10,373,453 ▲4.1%23,720,5770.4%FinanceEXASExact Sciences$259,845,511$622,412 ▲0.2%3,814,5260.4%MedicalFERGUSON ENTERPRISES INC$257,563,956$257,563,956 ▲New Holding1,297,0940.4%COMMON STOCK NEWDDOGDatadog$256,139,668$13,667,517 ▲5.6%2,226,1400.4%Computer and TechnologyARM HOLDINGS PLC$256,098,447$88,785,899 ▼-25.7%1,790,7730.4%SPONSORED ADSVRTXVertex Pharmaceuticals$255,920,967$16,225,246 ▲6.8%550,2730.4%MedicalLYVLive Nation Entertainment$250,455,309$3,469,519 ▼-1.4%2,287,4720.4%Consumer DiscretionaryHUBBHubbell$247,002,031$2,353,783 ▲1.0%576,6360.4%Industrial ProductsFTVFortive$246,057,645$3,380,967 ▼-1.4%3,117,4160.4%Computer and TechnologyMPWRMonolithic Power Systems$238,170,615$93,816,411 ▼-28.3%257,6210.4%Computer and TechnologyNVRNVR$231,146,384$3,581,307 ▼-1.5%23,5580.3%ConstructionNICENICE$229,335,403$9,982,899 ▼-4.2%1,320,5240.3%Computer and TechnologyHUBSHubSpot$227,177,665$165,574,794 ▼-42.2%427,3470.3%Computer and TechnologyONTOOnto Innovation$222,149,808$72,699,758 ▲48.6%1,070,2920.3%Computer and TechnologyVIVTelefônica Brasil$219,611,380$980,251 ▼-0.4%21,383,7760.3%UtilitiesEFXEquifax$212,585,377$989,133 ▼-0.5%723,4240.3%Business ServicesINSMInsmed$210,539,081$28,810,618 ▲15.9%2,884,0970.3%MedicalGEGeneral Electric$210,040,215$27,515,331 ▲15.1%1,113,7990.3%TransportationMMYTMakeMyTrip$207,582,818$53,329,969 ▼-20.4%2,233,2740.3%Computer and TechnologyIRTCiRhythm Technologies$206,406,428$7,050,870 ▲3.5%2,780,2590.3%MedicalGWREGuidewire Software$204,161,772$68,073,621 ▼-25.0%1,116,0040.3%Computer and TechnologyCRWDCrowdStrike$194,687,970$65,219,372 ▲50.4%694,1490.3%Computer and TechnologyBSYBentley Systems$190,496,344$4,335,719 ▼-2.2%3,749,1900.3%Computer and TechnologyBAXBaxter International$187,195,783$24,187,725 ▲14.8%4,930,0970.3%MedicalWABWestinghouse Air Brake Technologies$185,049,131$22,141,040 ▲13.6%1,018,0400.3%TransportationDOORDASH INC$181,763,229$2,496,205 ▼-1.4%1,273,4760.3%CL ACEGConstellation Energy$179,541,470$179,541,470 ▲New Holding690,4910.3%Oils/EnergyABNBAirbnb$179,472,544$24,687,244 ▲15.9%1,415,2870.3%Consumer DiscretionaryHALOHalozyme Therapeutics$179,356,503$33,419,689 ▼-15.7%3,133,4120.3%MedicalMNDYmonday.com$175,370,090$3,788,505 ▼-2.1%631,3500.3%Computer and TechnologyNKENIKE$173,818,091$48,484,394 ▲38.7%1,966,2680.3%Consumer DiscretionaryVCYTVeracyte$170,977,201$66,688,547 ▲63.9%5,022,8320.3%MedicalGOOGAlphabet$170,603,685$4,063,553 ▼-2.3%1,020,4180.3%Computer and TechnologyUPSUnited Parcel Service$161,234,184$57,727,992 ▲55.8%1,182,5890.2%TransportationPYPLPayPal$158,567,572$30,569,423 ▲23.9%2,032,1360.2%Computer and TechnologyAJGArthur J. Gallagher & Co.$157,288,644$43,143,869 ▼-21.5%559,0100.2%FinanceMRVLMarvell Technology$149,033,961$11,414,937 ▲8.3%2,066,4720.2%Computer and TechnologyGRABGrab$147,325,194$4,078,795 ▲2.8%38,769,7880.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
