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Size ($ in 1000's)
At 12/31/2023: $64,948,028 At 09/30/2023: $58,930,923
Artisan Partners Limited Partnership holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Artisan Partners Limited Partnership 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Artisan Partners Limited Partnership top holdings by largest position size, as per the latest 13f filing made by Artisan Partners Limited Partnership.
In the Artisan Partners Limited Partnership-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Artisan Partners Limited Partnership in that top holding, then the share count change between reporting periods, and finally the Artisan Partners Limited Partnership top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ARCH CAP GROUP LTD |
24,894,249 |
-825,883 |
$1,848,896 | ACGL | 24,894,249 | -825,883 | $1,848,896 | ALPHABET INC |
11,706,452 |
-322,116 |
$1,635,274 | GOOGL | 11,706,452 | -322,116 | $1,635,274 | ATLASSIAN CORPORATION |
5,972,958 |
-75,202 |
$1,420,728 | TEAM | 5,972,958 | -75,202 | $1,420,728 | ADVANCED MICRO DEVICES INC |
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$1,397,779 | AMD | 8,971,350 | +115,420 | $1,322,467 | Call | 510,900 | +510,900 | $75,312 | AMAZON COM INC |
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$1,320,301 | AMZN | 7,551,120 | +625,578 | $1,147,317 | Call | 1,138,500 | +1,138,500 | $172,984 | VEEVA SYS INC |
6,581,353 |
-3,576,115 |
$1,267,042 | VEEV | 6,581,353 | -3,576,115 | $1,267,042 | META PLATFORMS INC |
3,553,155 |
-430,585 |
$1,257,675 | META | 3,553,155 | -430,585 | $1,257,675 | ARGENX SE |
3,174,477 |
+346,178 |
$1,207,666 | ARGX | 3,174,477 | +346,178 | $1,207,666 | LINDE PLC |
2,868,992 |
-426,975 |
$1,178,324 | LIN | 2,868,992 | -426,975 | $1,178,324 | CHIPOTLE MEXICAN GRILL INC |
484,572 |
-25,381 |
$1,108,197 | CMG | 484,572 | -25,381 | $1,108,197 | WILLIS TOWERS WATSON PLC LTD |
4,521,760 |
-1,003,230 |
$1,090,649 | WTW | 4,521,760 | -1,003,230 | $1,090,649 | ELEVANCE HEALTH INC |
2,312,653 |
-66,393 |
$1,090,555 | ELV | 2,312,653 | -66,393 | $1,090,555 | BANK NEW YORK MELLON CORP |
19,793,539 |
+144,162 |
$1,030,254 | BK | 19,793,539 | +144,162 | $1,030,254 | BERKSHIRE HATHAWAY INC DEL |
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$1,003,154 | BRK.B | 2,812,635 | +22,457 | $1,003,154 | BOSTON SCIENTIFIC CORP |
17,169,938 |
-639,105 |
$992,594 | BSX | 17,169,938 | -639,105 | $992,594 | GARMIN LTD |
7,310,112 |
+63,278 |
$939,642 | GRMN | 7,310,112 | +63,278 | $939,642 | INGERSOLL RAND INC |
12,047,815 |
-190,104 |
$931,778 | IR | 12,047,815 | -190,104 | $931,778 | PROGRESSIVE CORP |
5,778,610 |
-790,696 |
$920,417 | PGR | 5,778,610 | -790,696 | $920,417 | AMERICAN EXPRESS CO |
4,855,211 |
+496,153 |
$909,575 | AXP | 4,855,211 | +496,153 | $909,575 | NETFLIX INC |
1,824,916 |
-89,117 |
$888,515 | NFLX | 1,824,916 | -89,117 | $888,515 | INTUIT |
1,265,511 |
-20,396 |
$790,982 | INTU | 1,265,511 | -20,396 | $790,982 | DEXCOM INC |
5,900,308 |
+3,672,471 |
$732,169 | DXCM | 5,900,308 | +3,672,471 | $732,169 | ASCENDIS PHARMA A S |
5,749,227 |
-246,181 |
$724,115 | ASND | 5,749,227 | -246,181 | $724,115 | WEST PHARMACEUTICAL SVSC INC |
1,961,063 |
+369,792 |
$690,530 | WST | 1,961,063 | +369,792 | $690,530 | LATTICE SEMICONDUCTOR CORP |
9,544,835 |
+611,550 |
$658,498 | LSCC | 9,544,835 | +611,550 | $658,498 | SUNCOR ENERGY INC NEW |
20,530,994 |
+182,289 |
$657,772 | SU | 20,530,994 | +182,289 | $657,772 | MARSH & MCLENNAN COS INC |
3,450,461 |
+25,202 |
$653,759 | MMC | 3,450,461 | +25,202 | $653,759 | SCHWAB CHARLES CORP |
9,141,570 |
+960,311 |
$628,940 | SCHW | 9,141,570 | +960,311 | $628,940 | ON SEMICONDUCTOR CORP |
7,428,597 |
-4,946,819 |
$620,511 | ON | 7,428,597 | -4,946,819 | $620,511 | S&P GLOBAL INC |
1,403,726 |
+190,758 |
$618,369 | SPGI | 1,403,726 | +190,758 | $618,369 | EXPEDIA GROUP INC |
4,027,087 |
-337,021 |
$611,272 | EXPE | 4,027,087 | -337,021 | $611,272 | MICROSOFT CORP |
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$587,646 | MSFT | 2,126,821 | +264,743 | $799,770 | Put | 564,100 | +564,100 | $212,124 | CITIGROUP INC |
11,213,397 |
+57,068 |
$576,817 | C | 11,213,397 | +57,068 | $576,817 | ARISTA NETWORKS INC |
2,273,091 |
-524,721 |
$535,336 | ANET | 2,273,091 | -524,721 | $535,336 | QUANTA SVCS INC |
2,438,653 |
+1,935,786 |
$526,261 | PWR | 2,438,653 | +1,935,786 | $526,261 | SHOPIFY INC |
6,416,115 |
+1,606,482 |
$499,815 | SHOP | 6,416,115 | +1,606,482 | $499,815 | CANADIAN PACIFIC KANSAS CITY |
6,163,858 |
-1,322,180 |
$487,659 | CP | 6,163,858 | -1,322,180 | $487,659 | DENTSPLY SIRONA INC |
12,944,034 |
+8,720 |
$460,678 | XRAY | 12,944,034 | +8,720 | $460,678 | NU HLDGS LTD |
54,126,402 |
-21,577,067 |
$450,873 | NU | 54,126,402 | -21,577,067 | $450,873 | COSTAR GROUP INC |
5,138,004 |
-431,714 |
$449,010 | CSGP | 5,138,004 | -431,714 | $449,010 | MONOLITHIC PWR SYS INC |
709,950 |
-74,142 |
$447,822 | MPWR | 709,950 | -74,142 | $447,822 | LAM RESEARCH CORP |
564,992 |
+3,643 |
$442,536 | LRCX | 564,992 | +3,643 | $442,536 | DANAHER CORPORATION |
1,846,827 |
-136,231 |
$427,245 | DHR | 1,846,827 | -136,231 | $427,245 | WORKDAY INC |
1,511,764 |
+75,903 |
$417,338 | WDAY | 1,511,764 | +75,903 | $417,338 | AIRBNB INC |
3,037,472 |
-701,746 |
$413,521 | ABNB | 3,037,472 | -701,746 | $413,521 | TAIWAN SEMICONDUCTOR MFG LTD |
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$408,832 | TSM | 3,573,670 | +2,838,038 | $371,662 | Call | 357,400 | +357,400 | $37,170 | VISA INC |
1,514,437 |
-62,526 |
$394,284 | V | 1,514,437 | -62,526 | $394,284 | LULULEMON ATHLETICA INC |
760,250 |
-533,129 |
$388,708 | LULU | 760,250 | -533,129 | $388,708 | CNH INDL N V |
31,552,829 |
+31,552,829 |
$384,313 | CNHI | 31,552,829 | +31,552,829 | $384,313 | HUBSPOT INC |
660,670 |
-283,146 |
$383,545 | HUBS | 660,670 | -283,146 | $383,545 |
See Full List: All Stocks Held By Artisan Partners Limited Partnership
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Artisan Partners Limited Partnership
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