Artisan Partners Limited Partnership: 13F holdings, Q2 2026
Artisan Partners Limited Partnership reported 328 positions worth $61.32B in its Form 13F for Q2 2026 (vs. $61.30B in Q1 2026), filed 2026-08-13.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | ARCH CAP GROUP LTD | $2.10B | 3.4% | 21,595,895 | -5% |
| BNY | BANK OF NEW YORK MELLON CORP | $1.98B | 3.2% | 13,687,258 | -12% |
| GOOGL | ALPHABET INC-CL A | $1.98B | 3.2% | 5,534,119 | -2% |
| ELV | ELEVANCE HEALTH INC | $1.77B | 2.9% | 4,581,222 | -11% |
| - | SCHWAB CHARLES CORP | $1.75B | 2.8% | 18,930,716 | +8% |
| C | CITIGROUP INC | $1.59B | 2.6% | 11,355,426 | -1% |
| AXP | AMERICAN EXPRESS CO | $1.53B | 2.5% | 4,521,044 | -2% |
| ICLR | ICON PLC | $1.50B | 2.4% | 8,636,406 | +4% |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.45B | 2.4% | 5,541,048 | +46% |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $1.45B | 2.4% | 2,893,595 | +11% |
| ARGX | ARGENX SE - ADR | $1.40B | 2.3% | 1,508,778 | +3% |
| META | META PLATFORMS INC | $1.33B | 2.2% | 2,367,016 | +1% |
| GRMN | GARMIN LTD | $1.26B | 2.1% | 5,292,605 | -4% |
| - | MARSH & MCLENNAN COS INC | $1.21B | 2.0% | 7,269,246 | +49% |
| - | PROGRESSIVE CORP | $1.12B | 1.8% | 5,132,462 | -1% |
| AXTA | AXALTA COATING SYS LTD | $1.09B | 1.8% | 31,733,342 | +10% |
| AMZN | AMAZON.COM INC | $1.05B | 1.7% | 4,419,586 | -18% |
| - | IQVIA HLDGS INC | $916.53M | 1.5% | 4,743,434 | -6% |
| CPNG | COUPANG INC | $876.13M | 1.4% | 50,439,134 | +50% |
| WST | WEST PHARMACEUTICAL SVSC INC | $865.83M | 1.4% | 2,411,792 | -9% |
| ASND | ASCENDIS PHARMA A/S | $702.55M | 1.1% | 2,634,024 | new |
| - | SPOTIFY TECHNOLOGY S A | $622.83M | 1.0% | 1,356,543 | +4% |
| AON | AON PLC | $613.83M | 1.0% | 1,850,623 | +13% |
| AVGO | BROADCOM INC | $609.00M | 1.0% | 1,612,184 | -22% |
| BKR | BAKER HUGHES COMPANY | $601.47M | 1.0% | 10,837,212 | -12% |
| - | EDWARDS LIFESCIENCES CORP | $599.36M | 1.0% | 6,625,703 | +27% |
| - | SUNCOR ENERGY INC NEW | $584.06M | 1.0% | 10,856,434 | -37% |
| - | WOODWARD INC | $582.20M | 0.9% | 1,368,457 | -3% |
| INSM | INSMED INC | $580.20M | 0.9% | 5,441,718 | -17% |
| - | TAIWAN SEMICONDUCTOR MANUFAC | $562.03M | 0.9% | 1,176,856 | -1% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | ASCENDIS PHARMA A/S | $738.84M |
| - | NOKIA CORP | $734.04M |
| - | ROBLOX CORP | $328.75M |
| COR | CENCORA INC | $325.19M |
| - | XYLEM INC | $271.89M |
| ST | SENSATA TECHNOLOGIES HLDG PL | $261.63M |
| - | ORACLE CORP | $141.79M |
| - | MEDTRONIC PLC | $115.13M |
| CME | CME GROUP INC | $107.30M |
| - | TOPBUILD COR | $91.56M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.