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Artisan Partners Limited Partnership Top Holdings and 13F Report (2024)

About Artisan Partners Limited Partnership

Investment Activity

  • Artisan 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
$2,652,016,610
argenx
$1,904,458,223
Alphabet
$1,641,655,776
Meta Platforms
$1,588,221,041
American Express
$1,319,035,711

Largest New Holdings this Quarter

FERGUSON ENTERPRISES INC
$257,563,956 Holding
Constellation Energy
$179,541,470 Holding
Tetra Tech
$131,008,829 Holding
CBRE Group
$129,275,343 Holding
Ares 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 Time

Map of 500 Largest Holdings ofArtisan Partners Limited Partnership

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$2,652,016,610$68,781,810 -2.5%23,704,1173.9%Finance
argenx SE stock logo
ARGX
argenx
$1,904,458,223$1,173,061 0.1%3,513,2422.8%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,641,655,776$175,273,763 -9.6%9,898,4372.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,588,221,041$52,674,784 3.4%2,774,4762.4%Computer and Technology
American Express stock logo
AXP
American Express
$1,319,035,711$6,744,202 0.5%4,863,7012.0%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,268,148,440$40,465,880 3.3%2,438,7471.9%Medical
The Progressive Co. stock logo
PGR
Progressive
$1,262,796,546$33,514,337 -2.6%4,976,3421.9%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,236,663,389$57,533,881 -4.4%2,686,8801.8%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$1,175,781,009$67,781,801 -5.5%16,362,1071.7%Finance
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,175,515,679$336,370,576 40.1%18,137,8751.7%Finance
LINDE PLC
$1,143,761,108$8,146,676 0.7%2,398,5261.7%SHS
Garmin Ltd. stock logo
GRMN
Garmin
$1,132,662,923$144,020,881 -11.3%6,434,4881.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,132,473,679$453,553,679 -28.6%6,077,7851.7%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,111,744,714$167,287,764 17.7%6,775,6261.7%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$1,040,006,017$188,975,955 -15.4%12,410,5731.5%Medical
Willis Towers Watson Public Limited stock logo
WTW
Willis Towers Watson Public
$1,030,794,032$3,968,203 -0.4%3,499,7931.5%Finance
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,006,547,034$36,200,643 3.7%5,795,7451.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$986,982,541$37,750,896 -3.7%1,391,5471.5%Consumer Discretionary
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$920,448,744$172,482,442 23.1%3,066,5271.4%Medical
Suncor Energy Inc. stock logo
SU
Suncor Energy
$890,155,214$3,650,035 -0.4%24,119,3191.3%Oils/Energy
Microsoft Co. stock logo
MSFT
Microsoft
$852,276,707$26,651,491 -3.0%1,980,6571.3%Computer and Technology
Shopify Inc. stock logo
SHOP
Shopify
$783,406,246$65,981,586 9.2%9,775,4711.2%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$776,561,566$6,840,386 0.9%3,480,9341.2%Finance
Apple Inc. stock logo
AAPL
Apple
$735,679,559$306,542,256 71.4%3,157,4231.1%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$711,395,352$11,246,465 -1.6%2,558,7921.1%Multi-Sector Conglomerates
Citigroup Inc. stock logo
C
Citigroup
$706,442,690$6,417,251 0.9%11,285,0271.0%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$672,900,400$51,088,897 -7.1%2,256,9191.0%Construction
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$658,622,983$17,332,203 2.7%4,411,1111.0%Medical
Ingersoll Rand Inc. stock logo
IR
Ingersoll Rand
$625,148,844$69,151,168 -10.0%6,368,6720.9%Industrial Products
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$611,292,135$34,681,621 6.0%1,658,7310.9%Business Services
Arista Networks, Inc. stock logo
ANET
Arista Networks
$597,873,343$49,027,248 -7.6%1,557,6920.9%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$591,055,026$102,735,304 -14.8%1,012,5660.9%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$581,603,917$20,462,851 3.6%4,307,2200.9%Business Services
Intuit Inc. stock logo
INTU
Intuit
$562,273,893$133,378,380 -19.2%905,4330.8%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$549,795,809$161,760,241 -22.7%2,619,6970.8%Computer and Technology
Sea Limited stock logo
SE
SEA
$522,379,647$187,977,067 56.2%5,540,7260.8%Computer and Technology
Nu Holdings Ltd. stock logo
NU
NU
$490,986,241$213,665,634 -30.3%35,969,6880.7%Business Services
Atlassian Co. stock logo
TEAM
Atlassian
$481,787,455$206,624,197 -30.0%3,033,7350.7%Computer and Technology
Lattice Semiconductor Co. stock logo
LSCC
Lattice Semiconductor
$477,245,508$1,099,717 -0.2%8,992,7550.7%Computer and Technology
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$477,204,712$33,311,290 7.5%6,546,0180.7%Medical
Nokia Oyj stock logo
NOK
Nokia Oyj
$459,158,264$7,362,886 -1.6%105,070,5410.7%Computer and Technology
Onsemi stock logo
ON
Onsemi
$456,453,108$37,439,023 -7.6%6,286,3670.7%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$452,101,789$278,365,907 -38.1%7,846,2650.7%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$440,665,646$276,378,576 168.2%2,586,0660.7%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$434,033,127$47,127,110 12.2%840,1400.6%Business Services
Sensata Technologies Holding plc stock logo
ST
Sensata Technologies
$432,485,406$1,613,449 -0.4%12,060,3850.6%Computer and Technology
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$427,983,431$16,437,077 -3.7%5,004,5210.6%Transportation
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$425,140,687$12,724,163 -2.9%5,635,4810.6%Computer and Technology
Aon plc stock logo
AON
AON
$383,130,989$43,571,213 12.8%1,107,3470.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$376,200,475$81,107,104 -17.7%3,097,8300.6%Computer and Technology
CNH Industrial stock logo
CNHI
CNH Industrial
$354,760,562$1,452,679 -0.4%31,960,4110.5%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$344,362,550$8,762,415 2.6%1,348,6960.5%Basic Materials
Eaton Co. plc stock logo
ETN
Eaton
$339,701,473$42,603,629 -11.1%1,024,9260.5%Industrial Products
Saia, Inc. stock logo
SAIA
Saia
$337,869,053$7,532,241 -2.2%772,6960.5%Transportation
MACOM Technology Solutions Holdings, Inc. stock logo
MTSI
MACOM Technology Solutions
$327,167,039$26,500,352 8.8%2,940,5630.5%Computer and Technology
Southwest Airlines Co. stock logo
LUV
Southwest Airlines
$323,327,716$3,823,544 1.2%10,912,1740.5%Transportation
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$302,027,992$73,856,196 -19.6%147,1900.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$290,631,223$76,402,831 -20.8%1,057,0330.4%Business Services
Tradeweb Markets Inc. stock logo
TW
Tradeweb Markets
$278,682,430$44,386,029 -13.7%2,253,4360.4%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$272,720,892$3,836,411 -1.4%538,5590.4%Computer and Technology
Twist Bioscience Co. stock logo
TWST
Twist Bioscience
$271,932,366$2,250,190 -0.8%6,018,8660.4%Medical
Formula One Group stock logo
FWONK
Formula One Group
$264,120,389$34,102,108 14.8%3,411,0860.4%Consumer Discretionary
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$262,112,376$10,373,453 4.1%23,720,5770.4%Finance
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$259,845,511$622,412 0.2%3,814,5260.4%Medical
FERGUSON ENTERPRISES INC
$257,563,956$257,563,956 New Holding1,297,0940.4%COMMON STOCK NEW
Datadog, Inc. stock logo
DDOG
Datadog
$256,139,668$13,667,517 5.6%2,226,1400.4%Computer and Technology
ARM HOLDINGS PLC
$256,098,447$88,785,899 -25.7%1,790,7730.4%SPONSORED ADS
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$255,920,967$16,225,246 6.8%550,2730.4%Medical
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$250,455,309$3,469,519 -1.4%2,287,4720.4%Consumer Discretionary
Hubbell Incorporated stock logo
HUBB
Hubbell
$247,002,031$2,353,783 1.0%576,6360.4%Industrial Products
Fortive Co. stock logo
FTV
Fortive
$246,057,645$3,380,967 -1.4%3,117,4160.4%Computer and Technology
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$238,170,615$93,816,411 -28.3%257,6210.4%Computer and Technology
NVR, Inc. stock logo
NVR
NVR
$231,146,384$3,581,307 -1.5%23,5580.3%Construction
NICE Ltd. stock logo
NICE
NICE
$229,335,403$9,982,899 -4.2%1,320,5240.3%Computer and Technology
HubSpot, Inc. stock logo
HUBS
HubSpot
$227,177,665$165,574,794 -42.2%427,3470.3%Computer and Technology
Onto Innovation Inc. stock logo
ONTO
Onto Innovation
$222,149,808$72,699,758 48.6%1,070,2920.3%Computer and Technology
Telefônica Brasil S.A. stock logo
VIV
Telefônica Brasil
$219,611,380$980,251 -0.4%21,383,7760.3%Utilities
Equifax Inc. stock logo
EFX
Equifax
$212,585,377$989,133 -0.5%723,4240.3%Business Services
Insmed Incorporated stock logo
INSM
Insmed
$210,539,081$28,810,618 15.9%2,884,0970.3%Medical
General Electric stock logo
GE
General Electric
$210,040,215$27,515,331 15.1%1,113,7990.3%Transportation
MakeMyTrip Limited stock logo
MMYT
MakeMyTrip
$207,582,818$53,329,969 -20.4%2,233,2740.3%Computer and Technology
iRhythm Technologies, Inc. stock logo
IRTC
iRhythm Technologies
$206,406,428$7,050,870 3.5%2,780,2590.3%Medical
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$204,161,772$68,073,621 -25.0%1,116,0040.3%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$194,687,970$65,219,372 50.4%694,1490.3%Computer and Technology
Bentley Systems, Incorporated stock logo
BSY
Bentley Systems
$190,496,344$4,335,719 -2.2%3,749,1900.3%Computer and Technology
Baxter International Inc. stock logo
BAX
Baxter International
$187,195,783$24,187,725 14.8%4,930,0970.3%Medical
Westinghouse Air Brake Technologies Co. stock logo
WAB
Westinghouse Air Brake Technologies
$185,049,131$22,141,040 13.6%1,018,0400.3%Transportation
DOORDASH INC
$181,763,229$2,496,205 -1.4%1,273,4760.3%CL A
Constellation Energy Co. stock logo
CEG
Constellation Energy
$179,541,470$179,541,470 New Holding690,4910.3%Oils/Energy
Airbnb, Inc. stock logo
ABNB
Airbnb
$179,472,544$24,687,244 15.9%1,415,2870.3%Consumer Discretionary
Halozyme Therapeutics, Inc. stock logo
HALO
Halozyme Therapeutics
$179,356,503$33,419,689 -15.7%3,133,4120.3%Medical
monday.com Ltd. stock logo
MNDY
monday.com
$175,370,090$3,788,505 -2.1%631,3500.3%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$173,818,091$48,484,394 38.7%1,966,2680.3%Consumer Discretionary
Veracyte, Inc. stock logo
VCYT
Veracyte
$170,977,201$66,688,547 63.9%5,022,8320.3%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$170,603,685$4,063,553 -2.3%1,020,4180.3%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$161,234,184$57,727,992 55.8%1,182,5890.2%Transportation
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$158,567,572$30,569,423 23.9%2,032,1360.2%Computer and Technology
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$157,288,644$43,143,869 -21.5%559,0100.2%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$149,033,961$11,414,937 8.3%2,066,4720.2%Business Services
Grab Holdings Limited stock logo
GRAB
Grab
$147,325,194$4,078,795 2.8%38,769,7880.2%Business Services

Showing largest 100 holdings. View all holdings.
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