Artisan Partners Limited Partnership
Long book
$61.30B
Q1 2026
Positions
327
Top-10 weight
25%
concentration
Last quarter
+16.8%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsArtisan Partners Limited Partnership is an institutional manager, running a $61.30B US long book across 327 positions.
The portfolio is moderately concentrated (top 10 ≈ 25% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ARCH CAPITAL GROUP LTD, BANK OF NEW YORK MELLON CORP, SCHWAB (CHARLES) CORP, ALPHABET INC-CL A, ELEVANCE HEALTH INC.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+0.3%
Q2 2024
+5.1%
Q3 2024
+2.0%
Q4 2024
-2.9%
Q1 2025
+10.0%
Q2 2025
+6.2%
Q3 2025
+1.7%
Q4 2025
-4.5%
Q1 2026
+16.8%
Sector allocation
Financials 30%
Technology 21%
Industrials 14%
Healthcare 12%
Consumer discretionary 7%
Services media 5%
Other 3%
Energy 3%
Long book by quarter
What does Artisan Partners own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ACGL ARCH CAPITAL GROUP LTD | Financials | 22.7M | $2.18B | 3.5% | -2.5% |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 15.5M | $1.84B | 3.0% | +4.9% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 17.5M | $1.64B | 2.7% | +1.4% |
| GOOGL ALPHABET INC-CL A | Technology | 5.6M | $1.62B | 2.6% | -1.1% |
| ELV ELEVANCE HEALTH INC | Financials | 5.1M | $1.50B | 2.4% | +1.9% |
| AXP AMERICAN EXPRESS CO | Financials | 4.6M | $1.39B | 2.3% | +1.7% |
| META META PLATFORMS INC-CLASS A | Technology | 2.3M | $1.34B | 2.2% | -2.8% |
| C CITIGROUP INC | Financials | 11.5M | $1.30B | 2.1% | -1.1% |
| GRMN GARMIN LTD | Technology | 5.5M | $1.28B | 2.1% | -3.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.6M | $1.25B | 2.0% | +0.1% |
| SU SUNCOR ENERGY INC | Energy | 17.3M | $1.14B | 1.9% | -47.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 5.4M | $1.13B | 1.8% | +17.3% |
| WTW WILLIS TOWERS WATSON PLC | Financials | 3.8M | $1.10B | 1.8% | +9.4% |
| LRCX LAM RESEARCH CORP | Industrials | 5.0M | $1.07B | 1.8% | -36.7% |
| INSM INSMED INC | Healthcare | 6.5M | $1.07B | 1.7% | +34.8% |
| PGR PROGRESSIVE CORP | Financials | 5.2M | $1.03B | 1.7% | +11.5% |
| ICLR ICON PLC | Healthcare | 8.3M | $916.1M | 1.5% | +20.4% |
| IQV IQVIA HOLDINGS INC | Healthcare | 5.1M | $862.7M | 1.4% | +50.1% |
| MRSH MARSH & MCLENNAN COS | Financials | 4.9M | $845.7M | 1.4% | +45.2% |
| AXTA AXALTA COATING SYSTEMS LTD | Other | 28.8M | $797.7M | 1.3% | +129.0% |
| BKR BAKER HUGHES CO | Industrials | 12.4M | $754.1M | 1.2% | -26.9% |
| WST WEST PHARMACEUTICAL SERVICES | Healthcare | 2.7M | $666.2M | 1.1% | -6.8% |
| AVGO BROADCOM INC | Technology | 2.1M | $635.9M | 1.0% | +30.1% |
| CPNG COUPANG INC | Consumer discretionary | 33.7M | $635.7M | 1.0% | New |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 1.3M | $633.3M | 1.0% | +34.1% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 1.8M | $608.6M | 1.0% | -7.2% |
| GEV GE VERNOVA INC | Industrials | 694.4K | $606.2M | 1.0% | -9.6% |
| CBRE CBRE GROUP INC - A | Real estate | 4.0M | $536.2M | 0.9% | +1.3% |
| AON AON PLC-CLASS A | Financials | 1.6M | $530.7M | 0.9% | +47.1% |
| SHOP SHOPIFY INC - CLASS A | Technology | 4.4M | $517.4M | 0.8% | -0.7% |
| WWD WOODWARD INC | Industrials | 1.4M | $504.4M | 0.8% | +32.3% |
| HSIC HENRY SCHEIN INC | Consumer discretionary | 6.6M | $484.4M | 0.8% | -1.1% |
| LIN LINDE PLC | Materials | 922.0K | $457.1M | 0.7% | +28.8% |
| RTX RTX CORP | Industrials | 2.3M | $438.7M | 0.7% | +31.9% |
| EW EDWARDS LIFESCIENCES CORP | Healthcare | 5.2M | $416.5M | 0.7% | +345.8% |
| NVDA NVIDIA CORP | Technology | 2.1M | $365.9M | 0.6% | +11.4% |
| JPM JPMORGAN CHASE & CO | Financials | 1.2M | $358.5M | 0.6% | +2443.2% |
| CNH CNH INDUSTRIAL NV | Industrials | 31.3M | $344.7M | 0.6% | -1.5% |
| SGI SOMNIGROUP INTERNATIONAL INC | Other | 4.6M | $342.2M | 0.6% | +50.7% |
| WMB WILLIAMS COS INC | Utilities | 4.6M | $336.4M | 0.5% | -9.5% |
| RBLX ROBLOX CORP -CLASS A | Technology | 5.8M | $328.7M | 0.5% | +153.6% |
| COR CENCORA INC | Consumer discretionary | 1.0M | $325.2M | 0.5% | -7.5% |
| AMD ADVANCED MICRO DEVICES | Technology | 1.5M | $313.5M | 0.5% | +0.9% |
| RBC RBC BEARINGS INC | Industrials | 576.2K | $313.0M | 0.5% | -3.5% |
| DASH DOORDASH INC - A | Services media | 2.1M | $310.5M | 0.5% | +22.0% |
| TWST TWIST BIOSCIENCE CORP | Healthcare | 6.4M | $302.6M | 0.5% | +9.2% |
| MDB MONGODB INC | Technology | 1.2M | $300.4M | 0.5% | +186.4% |
| MDLN MEDLINE INC-CL A | Healthcare | 6.6M | $295.0M | 0.5% | +44.4% |
| FIX COMFORT SYSTEMS USA INC | Industrials | 208.2K | $287.1M | 0.5% | -3.7% |
| V VISA INC-CLASS A SHARES | Services media | 924.5K | $279.4M | 0.5% | -7.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 334 | $62.34B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 341 | $66.79B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 333 | $70.49B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 342 | $68.31B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 345 | $61.90B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 12, 2025 | 364 | $66.47B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 337 | $67.29B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 335 | $66.69B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 334 | $69.13B | canonical | SEC ↗ |
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