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Portfolio (Quarterly) Guide ↗

Artisan Partners Limited Partnership

· CIK 0001466153
13F Portfolio $62.3B AUM 334 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New 118 Added 166 Reduced 50 Exited
Page 6 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IT GARTNER INC Technology 192,029.0 $30.4M 0.05% +46K +31.8% $158.34 -0.6%
102 CLBT CELLEBRITE DI LTD Technology 2,185,797.0 $30.1M 0.05% +751K +52.3% $13.78 -5.8%
103 KASPI KZ JSC 386,095.0 $28.6M 0.05% +33K +9.4% $74.07
104 WRBY WARBY PARKER INC Healthcare 1,342,003.0 $28.3M 0.04% +244K +22.2% $21.07 +11.6%
105 NOVT NOVANTA INC Technology 175,967.0 $20.8M 0.03% +45K +34.7% $118.11 +36.0%
106 HSAI HESAI GROUP Consumer Cyclical 1,031,044.0 $19.7M 0.03% +185K +21.8% $19.12 -3.6%
107 ARIS ARIS MINING CORPORATION Basic Materials 584,370.0 $10.9M 0.02% +88K +17.8% $18.57 -18.8%
108 LINE LINEAGE INC Real Estate 329,491.0 $10.8M 0.02% +35K +11.7% $32.76 +36.0%
109 GLOB GLOBANT S A Technology 225,877.0 $10.4M 0.02% +19K +9.2% $46.11 -18.7%
110 INDA ISHARES TR 167,700.0 $7.9M 0.01% +42K +33.7% $46.84 +1.5%
111 VNM VANECK ETF TRUST 286,968.0 $5.0M 0.01% +138K +92.5% $17.31 +2.3%
112 ICICI BANK LIMITED 176,496.0 $4.6M 0.01% +53K +42.4% $25.90
113 PHG KONINKLIJKE PHILIPS N V Healthcare 122,511.0 $3.4M 0.01% +3K +2.2% $27.40 -3.3%
114 PCG PG&E CORP Utilities 127,908.0 $2.2M 0.00% +1K +0.8% $17.57 -5.6%
115 INFY INFOSYS LTD Technology 125,134.0 $1.7M 0.00% +65K +107.9% $13.51 -9.4%
116 BTG B2GOLD CORP Basic Materials 195,000.0 $886K 0.00% +58K +42.1% $4.54 -11.5%
117 GFL GFL ENVIRONMENTAL INC Industrials 16,708.0 $697K 0.00% +9K +127.6% $41.72 -14.4%
118 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,920.0 $240K +20.0 +0.7% $82.33 -5.8%
Page 6 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.6%
Technology 19.6%
Healthcare 16.8%
Industrials 9.9%
Communication Services 8.4%
Consumer Cyclical 6.9%
Energy 5.4%
Basic Materials 2.3%
Utilities 1.4%
Real Estate 1.4%