Artisan Partners Limited Partnership
Milwaukee WI · SEC CIK 0001466153
$630.75亿2026Q2 申报市值
341持仓数
27.1%前十大占比 · 第一大 3.3%
53 / 50新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ASND 新建仓+$7.03亿
WTW 加仓+$4.59亿
MRSH 加仓+$3.99亿
CPNG 加仓+$2.91亿
SITM 加仓+$2.16亿
2026Q2 卖出最多 按季末市值估算
LRCX 减仓-$18.39亿
ASND 清仓-$7.39亿
NOK 清仓-$7.34亿
AMD 减仓-$6.00亿
SU 减仓-$3.45亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -3,230,188 | -100.0% | -$7.39亿 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -91,298,033 | -100.0% | -$7.34亿 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -5,812,398 | -100.0% | -$3.29亿 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -1,035,185 | -100.0% | -$3.25亿 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -1,220,000 | -100.0% | -$3.03亿 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -2,275,214 | -100.0% | -$2.72亿 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $0 | 0.00% | 0 | -7,428,537 | -100.0% | -$2.62亿 | 清仓 |
| HWM | HOWMET AEROSPACE INC 看跌期权 | $0 | 0.00% | 0 | -760,000 | -100.0% | -$1.75亿 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -963,824 | -100.0% | -$1.42亿 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -1,328,676 | -100.0% | -$1.15亿 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -363,300 | -100.0% | -$1.07亿 | 清仓 |
| WFC | WELLS FARGO & CO 看涨期权 | $0 | 0.00% | 0 | -1,344,000 | -100.0% | -$1.07亿 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -260,619 | -100.0% | -$9,155.54万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $0 | 0.00% | 0 | -265,500 | -100.0% | -$8,972.57万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -72,816 | -100.0% | -$7,773.43万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -5,197,983 | -100.0% | -$7,407.13万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -170,895 | -100.0% | -$7,268.85万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP 看跌期权 | $0 | 0.00% | 0 | -101,600 | -100.0% | -$6,140.60万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -344,400 | -100.0% | -$6,049.73万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -924,660 | -100.0% | -$5,813.88万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -92,662 | -100.0% | -$5,600.40万 | 清仓 |
| MRX | MAREX GROUP PLC | $0 | 0.00% | 0 | -1,216,883 | -100.0% | -$5,424.86万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -385,216 | -100.0% | -$5,404.19万 | 清仓 |
| CIGI | COLLIERS INTL GROUP INC | $0 | 0.00% | 0 | -499,855 | -100.0% | -$5,343.73万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -866,703 | -100.0% | -$4,940.21万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -173,595 | -100.0% | -$4,803.37万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -1,030,490 | -100.0% | -$3,713.89万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -80,203 | -100.0% | -$3,697.28万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -1,217,970 | -100.0% | -$2,672.23万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -529,875 | -100.0% | -$2,595.86万 | 清仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $0 | 0.00% | 0 | -193,796 | -100.0% | -$2,415.67万 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -1,706,651 | -100.0% | -$2,259.61万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -190,100 | -100.0% | -$2,239.76万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -254,392 | -100.0% | -$1,889.12万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -472,188 | -100.0% | -$1,747.57万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -481,516 | -100.0% | -$1,628.97万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -68,323 | -100.0% | -$1,434.99万 | 清仓 |
| RXST | RXSIGHT INC | $0 | 0.00% | 0 | -2,058,684 | -100.0% | -$1,268.15万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -329,491 | -100.0% | -$1,079.41万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -140,326 | -100.0% | -$915.77万 | 清仓 |
| VG | VENTURE GLOBAL INC | $0 | 0.00% | 0 | -509,534 | -100.0% | -$803.03万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -902,931 | -100.0% | -$764.78万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -128,399 | -100.0% | -$731.87万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -99,547 | -100.0% | -$539.25万 | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -5,485,000 | -100.0% | -$526.01万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -18,509 | -100.0% | -$370.16万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -127,908 | -100.0% | -$224.73万 | 清仓 |
| INDY | ISHARES TR | $0 | 0.00% | 0 | -8,480 | -100.0% | -$35.82万 | 清仓 |
| — | MARTIN MIDSTREAM PRTNRS L P | $0 | 0.00% | 0 | -114,935 | -100.0% | -$31.72万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -5,463 | -100.0% | -$20.87万 | 清仓 |
| NWS | NEWS CORP NEW | $1,066 | 0.00% | 38 | 16 | 72.7% | $449 | 加仓 |
| IWP | ISHARES TR | $7,718 | 0.00% | 53 | 42 | 381.8% | $6,116 | 加仓 |
| IJK | ISHARES TR | $8,454 | 0.00% | 72 | 72 | — | $8,454 | 新建仓 |
| INTC | INTEL CORP | $20.65万 | 0.00% | 1,479 | 1,479 | — | $20.65万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $25.95万 | 0.00% | 2,900 | -20 | -0.7% | -$1,790 | 减仓 |
| — | TRAEGER INC | $44.10万 | 0.00% | 5,594 | -34,406 | -86.0% | -$271.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $66.99万 | 0.00% | 1,796 | 400 | 28.7% | $14.92万 | 加仓 |
| EGY | VAALCO ENERGY INC | $75.06万 | 0.00% | 147,763 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $75.12万 | 0.00% | 20,418 | 3,710 | 22.2% | $13.65万 | 加仓 |
| AUGO | AURA MINERALS INC | $86.13万 | 0.00% | 13,682 | -8,900 | -39.4% | -$56.03万 | 减仓 |
| AAUC | ALLIED GOLD CORP | $88.80万 | 0.00% | 37,383 | 11,500 | 44.4% | $27.32万 | 加仓 |
| IVA | INVENTIVA SA | $99.62万 | 0.00% | 263,538 | -59,468 | -18.4% | -$22.48万 | 减仓 |
| INFY | INFOSYS LTD | $146.21万 | 0.00% | 139,383 | 14,249 | 11.4% | $14.95万 | 加仓 |
| BTG | B2GOLD CORP | $161.58万 | 0.00% | 430,900 | 235,900 | 121.0% | $88.46万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $167.66万 | 0.00% | 61,663 | -60,848 | -49.7% | -$165.45万 | 减仓 |
| KEP | KOREA ELEC PWR CORP | $172.36万 | 0.00% | 142,443 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $183.03万 | 0.00% | 920 | -1,653 | -64.2% | -$328.85万 | 减仓 |
| SYK | STRYKER CORPORATION | $381.30万 | 0.01% | 12,111 | -255 | -2.1% | -$8.03万 | 减仓 |
| EMBJ | EMBRAER S.A. | $431.36万 | 0.01% | 67,612 | -2,956 | -4.2% | -$18.86万 | 减仓 |
| IBN | ICICI BANK LIMITED | $457.19万 | 0.01% | 157,489 | -19,007 | -10.8% | -$55.18万 | 减仓 |
| AS | AMER SPORTS INC | $487.56万 | 0.01% | 144,079 | -4,594,419 | -97.0% | -$1.55亿 | 减仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $628.08万 | 0.01% | 275,717 | 275,717 | — | $628.08万 | 新建仓 |
| AXTI | AXT INC | $689.14万 | 0.01% | 95,607 | 95,607 | — | $689.14万 | 新建仓 |
| DPC | DPC HOLDINGS PLC | $690.73万 | 0.01% | 140,793 | 140,793 | — | $690.73万 | 新建仓 |
| YSS | YORK SPACE SYSTEMS INC | $766.73万 | 0.01% | 311,427 | -394,319 | -55.9% | -$970.81万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $801.94万 | 0.01% | 10,583 | 10,583 | — | $801.94万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $832.38万 | 0.01% | 66,890 | -675,313 | -91.0% | -$8,403.60万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $833.60万 | 0.01% | 189,498 | 189,498 | — | $833.60万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $859.58万 | 0.01% | 887,998 | -72,455 | -7.5% | -$70.14万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $891.42万 | 0.01% | 363,105 | -4,112,701 | -91.9% | -$1.01亿 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $898.64万 | 0.01% | 395,008 | 395,008 | — | $898.64万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $922.95万 | 0.01% | 16,004 | 16,004 | — | $922.95万 | 新建仓 |
| DHR | DANAHER CORP DEL | $936.61万 | 0.01% | 49,171 | -1,336,837 | -96.5% | -$2.55亿 | 重新持有 |
| DIS | DISNEY WALT CO | $941.92万 | 0.01% | 97,862 | -927,281 | -90.5% | -$8,925.08万 | 减仓 |
| INDA | ISHARES TR | $962.72万 | 0.02% | 194,922 | 27,222 | 16.2% | $134.45万 | 加仓 |
| MS | MORGAN STANLEY | $1,012.53万 | 0.02% | 48,437 | -530,367 | -91.6% | -$1.11亿 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $1,076.00万 | 0.02% | 313,978 | 313,978 | — | $1,076.00万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $1,077.66万 | 0.02% | 973,496 | 973,496 | — | $1,077.66万 | 新建仓 |
| VNM | VANECK ETF TRUST | $1,080.71万 | 0.02% | 585,115 | 298,147 | 103.9% | $550.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,103.63万 | 0.02% | 61,918 | -706,382 | -91.9% | -$1.26亿 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,111.26万 | 0.02% | 63,219 | -718,222 | -91.9% | -$1.26亿 | 减仓 |
| MRK | MERCK & CO INC | $1,121.11万 | 0.02% | 87,246 | -974,613 | -91.8% | -$1.25亿 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $1,125.45万 | 0.02% | 80,915 | -53,591 | -39.8% | -$745.40万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,138.09万 | 0.02% | 40,497 | -602,031 | -93.7% | -$1.69亿 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $1,156.08万 | 0.02% | 775,370 | 191,000 | 32.7% | $284.78万 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $1,162.06万 | 0.02% | 355,153 | 39,661 | 12.6% | $129.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,180.12万 | 0.02% | 39,592 | -777,047 | -95.2% | -$2.32亿 | 减仓 |
| SLB | SLB LIMITED | $1,201.69万 | 0.02% | 258,483 | -3,527,376 | -93.2% | -$1.64亿 | 减仓 |
| ABNB | AIRBNB INC | $1,203.47万 | 0.02% | 84,100 | -963,600 | -92.0% | -$1.38亿 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,226.31万 | 0.02% | 114,075 | -1,303,258 | -92.0% | -$1.40亿 | 减仓 |