Q2 2026 13F · SEC CIK 1466153

Artisan Partners Limited Partnership

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $61.3B
Reported positions: 328
Top holdings a year, 3 yrs: +23.9%
Assets under management: $183.6B

Artisan Partners Limited Partnership is a hedge fund that reported 328 positions worth $61.3B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Arch Capital Group Ltd (ACGL, 3.4%), Bank of New York Mellon Corp (BNY, 3.2%), Alphabet Inc (GOOGL, 3.2%). A portfolio copying its top holdings returned 23.9% a year over the last 3 years, against 20.4% for the S&P 500.

Artisan Partners Limited Partnership holdings largest 50 of 328 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Artisan Partners Limited Partnership 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ACGLArch Capital Group Ltd	3.4%	3.5%	21,595,895	-4.7%	$2.1B
BNYBank of New York Mellon Corp	3.2%	3.0%	13,687,258	-11.6%	$2.0B
GOOGLAlphabet Inc	3.2%	2.6%	5,534,119	-1.5%	$2.0B
ELVElevance Health Inc Formerly	2.9%	2.4%	4,581,222	-10.6%	$1.8B
SCHWSchwab Charles Corp	2.8%	2.7%	18,930,716	+8.5%	$1.7B
CCitigroup Inc Com New	2.6%	2.1%	11,355,426	-1.2%	$1.6B
AXPAmerican Express Co Com	2.5%	2.3%	4,521,044	-1.6%	$1.5B
ICLRIcon PLC	2.4%	1.5%	8,636,406	+4.3%	$1.5B
WTWWillis Towers Watson PLC Ltd	2.4%	1.8%	5,541,048	+46.3%	$1.4B
BRK-BBerkshire Hathaway Inc Del	2.4%	2.0%	2,893,595	+11.1%	$1.4B
ARGNFargenx SE Sponsored ADR	2.3%	1.7%	1,508,778	+2.8%	$1.4B
METAMeta Platforms Inc Class A	2.2%	2.2%	2,367,016	+1.0%	$1.3B
GRMNGarmin Ltd	2.0%	2.1%	5,292,605	-4.1%	$1.3B
MRSHMarsh	2.0%	1.4%	7,269,246	+49.1%	$1.2B
PGRProgressive Corp.	1.8%	1.7%	5,132,462	-1.5%	$1.1B
AXTAAxalta Coating Sys Ltd	1.8%	1.3%	31,733,342	+10.2%	$1.1B
AMZNAmazon Com Inc Com	1.7%	1.8%	4,419,586	-18.4%	$1.1B
IQVIqvia Holdings Inc	1.5%	1.4%	4,743,434	-6.2%	$916.5M
CPNGCoupang Inc	1.4%	1.0%	50,439,134	+49.8%	$876.1M
WSTWest Pharmaceutical Svsc Inc	1.4%	1.1%	2,411,792	-9.3%	$865.8M
ASNDAscendis Pharma As Ord	1.1%	—	2,634,024	—	$702.5M
SPOTSpotify Technology S A	1.0%	1.0%	1,356,543	+3.9%	$622.8M
AONAon PLC	1.0%	0.9%	1,850,623	+12.6%	$613.8M
AVGOBroadcom Inc	1.0%	1.0%	1,612,184	-21.5%	$609.0M
BKRBaker Hughes Company Cl A	1.0%	1.2%	10,837,212	-12.3%	$601.5M
EWEdwards Lifesciences Corp	1.0%	0.7%	6,625,703	+27.4%	$599.4M
SUSuncor Energy Inc New	1.0%	1.9%	10,856,434	-37.1%	$584.1M
WWDWoodward Inc	0.9%	0.8%	1,368,457	-2.9%	$582.2M
INSMInsmed Inc	0.9%	1.7%	5,441,718	-16.6%	$580.2M
TSMTaiwan Semiconductor Manufac	0.9%	0.7%	1,176,856	-1.3%	$562.0M
HSICSchein Henry Inc	0.9%	0.8%	6,467,467	-1.6%	$540.2M
LSCCLattice Semiconductor Corp	0.9%	—	3,472,509	—	$531.2M
SESea Ltd	0.9%	0.7%	5,466,001	+2.1%	$523.8M
GEVGe Vernova Inc	0.8%	1.0%	433,047	-37.6%	$508.8M
CBRECBRE Group, Inc. Class A	0.8%	0.9%	3,718,461	-6.1%	$500.8M
TWSTTwist Bioscience Corp	0.8%	—	4,802,017	—	$494.0M
SHOPShopify Inc	0.8%	0.8%	4,074,005	-6.6%	$465.2M
NVDANvidia Corporation Com	0.7%	0.6%	2,256,045	+7.5%	$451.4M
DASHDoordash Inc	0.7%	0.5%	2,385,434	+15.3%	$440.2M
FIXComfort Sys USA Inc	0.7%	—	202,113	—	$400.6M
RTXRtx Corporation Com	0.6%	0.7%	2,089,380	-8.1%	$396.4M
LLYLilly Eli & Co	0.6%	—	328,382	—	$393.9M
ROLLRbc Bearings Inc	0.6%	0.5%	568,008	-1.4%	$365.8M
TPXSomnigroup International Inc	0.6%	0.6%	4,663,275	+0.7%	$365.6M
SITMSitime Corp	0.6%	—	485,123	—	$361.7M
LRCXLam Research Corp	0.6%	1.8%	786,238	-84.4%	$340.7M
CNHICnh Indl N V	0.5%	0.6%	29,808,634	-4.9%	$334.8M
CARRCarrier Global Corporation	0.5%	—	4,549,041	—	$333.7M
GEGe Aerospace	0.5%	—	886,087	—	$331.2M
VCYTVeracyte Inc	0.5%	—	5,538,404	—	$325.3M

What Artisan Partners Limited Partnership bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

CPNG Coupang Inc+49.8% shares
MRSH Marsh+49.1% shares
WTW Willis Towers Watson PLC Ltd+46.3% shares
EW Edwards Lifesciences Corp+27.4% shares
DASH Doordash Inc+15.3% shares
AON Aon PLC+12.6% shares
BRK-B Berkshire Hathaway Inc Del+11.1% shares
AXTA Axalta Coating Sys Ltd+10.2% shares

Reduced

LRCX Lam Research Corp-84.4% shares
GEV Ge Vernova Inc-37.6% shares
SU Suncor Energy Inc New-37.1% shares
AVGO Broadcom Inc-21.5% shares
AMZN Amazon Com Inc Com-18.4% shares
INSM Insmed Inc-16.6% shares
BKR Baker Hughes Company Cl A-12.3% shares
BNY Bank of New York Mellon Corp-11.6% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +28.3% /yr; S&P 500 +20.1%
3 years: +23.9% /yr; S&P 500 +20.4%
5 years: +12.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$61.3B	328
Q1 2026	$61.3B	327
Q4 2025	$65.4B	325
Q3 2025	$69.5B	322
Q2 2025	$67.1B	329
Q1 2025	$61.6B	338
Q4 2024	$64.9B	349
Q3 2024	$66.7B	326
Q2 2024	$65.8B	320
Q1 2024	$68.6B	324
Q4 2023	$63.7B	315
Q3 2023	$58.8B	305

Questions about Artisan Partners Limited Partnership's portfolio

What stocks does Artisan Partners Limited Partnership own?

Artisan Partners Limited Partnership's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 328 positions worth $61.3B. The largest are Arch Capital Group Ltd (ACGL) at 3.4%, Bank of New York Mellon Corp (BNY) at 3.2%, Alphabet Inc (GOOGL) at 3.2%, Elevance Health Inc Formerly (ELV) at 2.9% and Schwab Charles Corp (SCHW) at 2.8%.

What did Artisan Partners Limited Partnership buy last quarter?

In Q2 2026, Artisan Partners Limited Partnership added Coupang Inc (CPNG) (+49.8% shares), Marsh (MRSH) (+49.1% shares) and Willis Towers Watson PLC Ltd (WTW) (+46.3% shares), compared with its Q1 2026 filing.

What did Artisan Partners Limited Partnership sell last quarter?

In Q2 2026, Artisan Partners Limited Partnership cut from its top 50 Ascendis Pharma A/s, cut from its top 50 Nokia Corp (NOK), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Linde PLC (LIN), cut from its top 50 Jpmorgan Chase & Co (JPM), Lam Research Corp (LRCX) (-84.4% shares), Ge Vernova Inc (GEV) (-37.6% shares) and Suncor Energy Inc New (SU) (-37.1% shares), compared with its Q1 2026 filing.

How has Artisan Partners Limited Partnership's portfolio performed?

A portfolio copying Artisan Partners Limited Partnership's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +28.3% against +20.1%. Over 5 years: +12.6% a year against +11.6%.

When is Artisan Partners Limited Partnership's next 13F filing due?

13F filings are due 45 days after each quarter ends. Artisan Partners Limited Partnership's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Artisan Partners Limited Partnership manage?

Artisan Partners Limited Partnership reported $183.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $61.3B.