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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 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EGY VAALCO ENERGY INC Energy 147,763.0 $937K 0.00% NEW $6.34 -5.4%
42 IWP ISHARES TR 11.0 $1K NEW $122.82 +10.8%
43 NWS NEWS CORP NEW Communication Services 22.0 $627.0 NEW $28.50 +5.5%
Page 3 of 3  ·  43 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%