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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 16 of 17  ·  334 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 STOK STOKE THERAPEUTICS INC Healthcare 315,492.0 $10.3M 0.02% NEW $32.56 -3.7%
302 DOX AMDOCS LTD Technology 140,326.0 $9.2M 0.01% -11K -7.2% $65.26 -5.1%
303 VENTURE GLOBAL INC 509,534.0 $8.0M 0.01% NEW $15.76
304 INDA ISHARES TR 167,700.0 $7.9M 0.01% +42K +33.7% $46.84 +2.5%
305 OCUL OCULAR THERAPEUTIX INC Healthcare 902,931.0 $7.6M 0.01% -160K -15.1% $8.47 +12.2%
306 MC MOELIS & CO Financial Services 128,399.0 $7.3M 0.01% -216K -62.7% $57.00 +13.6%
307 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 960,453.0 $6.6M 0.01% NEW $6.87 +51.1%
308 PSN PARSONS CORP DEL Industrials 99,547.0 $5.4M 0.01% -2.4M -96.0% $54.17 -5.6%
309 LITHIUM ARGENTINA AG 5,485,000.0 $5.3M 0.01% $0.96
310 VNM VANECK ETF TRUST 286,968.0 $5.0M 0.01% +138K +92.5% $17.31 +10.9%
311 ICICI BANK LIMITED 176,496.0 $4.6M 0.01% +53K +42.4% $25.90
312 EMBJ EMBRAER S.A. Industrials 70,568.0 $4.2M 0.01% NEW $59.34 -1.0%
313 SYK STRYKER CORPORATION Healthcare 12,366.0 $4.1M 0.01% -941.0 -7.1% $328.59 -7.0%
314 NTRA NATERA INC Healthcare 18,509.0 $3.7M 0.01% -19K -50.5% $199.99 -1.5%
315 ASML ASML HLDG NV Technology 2,573.0 $3.4M 0.01% -1K -30.9% $1320.83 +13.7%
316 PHG KONINKLIJKE PHILIPS N V Healthcare 122,511.0 $3.4M 0.01% +3K +2.2% $27.40 -6.9%
317 BSX BOSTON SCIENTIFIC CORP Healthcare 44,384.0 $2.8M 0.00% -2.5M -98.3% $62.75 -16.0%
318 PCG PG&E CORP Utilities 127,908.0 $2.2M 0.00% +1K +0.8% $17.57 -4.3%
319 KEP KOREA ELEC PWR CORP Utilities 142,443.0 $2.0M 0.00% $14.25 -6.3%
320 AUGO AURA MINERALS INC Basic Materials 22,582.0 $1.8M 0.00% -6K -20.4% $81.60 -6.3%
Page 16 of 17  ·  334 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%