Artisan Partners Limited Partnership
Milwaukee WI · SEC CIK 0001466153
$623.36亿2026Q1 申报市值
334持仓数
24.6%前十大占比 · 第一大 3.5%
42 / 46新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CPNG 新建仓+$6.36亿
AXTA 加仓+$4.49亿
JPM 加仓+$3.44亿
EW 加仓+$3.23亿
IQV 加仓+$2.88亿
2026Q1 卖出最多 按季末市值估算
SU 减仓-$10.29亿
LRCX 减仓-$6.24亿
PYPL 清仓-$4.39亿
NFLX 减仓-$3.99亿
BKR 减仓-$2.78亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HSAI | HESAI GROUP | $1,971.36万 | 0.03% | 1,031,044 | 184,818 | 21.8% | $353.37万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $2,017.59万 | 0.03% | 134,506 | -16,133 | -10.7% | -$242.00万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2,037.51万 | 0.03% | 177,406 | 177,406 | — | $2,037.51万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2,076.06万 | 0.03% | 659,067 | -45,010 | -6.4% | -$141.78万 | 减仓 |
| NOVT | NOVANTA INC | $2,078.35万 | 0.03% | 175,967 | 45,348 | 34.7% | $535.61万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $2,111.46万 | 0.03% | 1,099,719 | 1,099,719 | — | $2,111.46万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $2,141.93万 | 0.03% | 267,574 | 267,574 | — | $2,141.93万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $2,155.76万 | 0.03% | 307,307 | -129,269 | -29.6% | -$906.82万 | 减仓 |
| RGEN | REPLIGEN CORP | $2,239.76万 | 0.04% | 190,100 | -3,597 | -1.9% | -$42.38万 | 减仓 |
| SAIL | SAILPOINT INC | $2,259.61万 | 0.04% | 1,706,651 | -33,473 | -1.9% | -$44.32万 | 减仓 |
| HQY | HEALTHEQUITY INC | $2,264.26万 | 0.04% | 270,942 | -271,274 | -50.0% | -$2,267.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,283.20万 | 0.04% | 156,084 | 156,084 | — | $2,283.20万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $2,385.98万 | 0.04% | 250,076 | 250,076 | — | $2,385.98万 | 新建仓 |
| PVLA | PALVELLA THERAPEUTICS INC NE | $2,415.67万 | 0.04% | 193,796 | -17,757 | -8.4% | -$221.34万 | 减仓 |
| MRCY | MERCURY SYS INC | $2,582.95万 | 0.04% | 354,265 | 354,265 | — | $2,582.95万 | 新建仓 |
| CALX | CALIX INC | $2,595.86万 | 0.04% | 529,875 | -60,312 | -10.2% | -$295.47万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $2,631.51万 | 0.04% | 690,322 | -146,184 | -17.5% | -$557.25万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $2,672.23万 | 0.04% | 1,217,970 | 1,217,970 | — | $2,672.23万 | 新建仓 |
| RVTY | REVVITY INC | $2,736.67万 | 0.04% | 312,370 | -21,598 | -6.5% | -$189.22万 | 减仓 |
| PAYX | PAYCHEX INC | $2,760.50万 | 0.04% | 299,664 | 299,664 | — | $2,760.50万 | 新建仓 |
| WRBY | WARBY PARKER INC | $2,827.60万 | 0.05% | 1,342,003 | 243,589 | 22.2% | $513.24万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $2,833.05万 | 0.05% | 195,666 | 195,666 | — | $2,833.05万 | 新建仓 |
| KSPI | KASPI KZ JSC | $2,859.81万 | 0.05% | 386,095 | 33,101 | 9.4% | $245.18万 | 加仓 |
| RAL | RALLIANT CORP | $2,887.53万 | 0.05% | 694,284 | -48,018 | -6.5% | -$199.71万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2,964.62万 | 0.05% | 1,331,813 | 1,331,813 | — | $2,964.62万 | 新建仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $2,969.56万 | 0.05% | 1,187,349 | -333,351 | -21.9% | -$833.71万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,987.18万 | 0.05% | 110,277 | -7,953 | -6.7% | -$215.43万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $3,012.03万 | 0.05% | 2,185,797 | 750,909 | 52.3% | $1,034.75万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,033.10万 | 0.05% | 130,031 | -8,999 | -6.5% | -$209.91万 | 减仓 |
| BAP | CREDICORP LTD | $3,034.85万 | 0.05% | 89,476 | -17,805 | -16.6% | -$603.91万 | 减仓 |
| SYY | SYSCO CORP | $3,037.05万 | 0.05% | 425,774 | -30,688 | -6.7% | -$218.90万 | 减仓 |
| IT | GARTNER INC | $3,040.59万 | 0.05% | 192,029 | 46,331 | 31.8% | $733.61万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $3,071.74万 | 0.05% | 857,310 | -22,039 | -2.5% | -$78.97万 | 减仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $3,141.54万 | 0.05% | 2,351,451 | -1,665,494 | -41.5% | -$2,225.10万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $3,148.83万 | 0.05% | 2,290,060 | -59,782 | -2.5% | -$82.20万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $3,155.06万 | 0.05% | 409,323 | -102,552 | -20.0% | -$790.47万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $3,166.01万 | 0.05% | 815,983 | -54,066 | -6.2% | -$209.78万 | 减仓 |
| PII | POLARIS INC | $3,187.51万 | 0.05% | 584,865 | -42,274 | -6.7% | -$230.39万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,206.76万 | 0.05% | 382,121 | 382,121 | — | $3,206.76万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $3,265.24万 | 0.05% | 433,573 | -75,983 | -14.9% | -$572.23万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3,270.10万 | 0.05% | 83,472 | 83,472 | — | $3,270.10万 | 新建仓 |
| MDA | MDA SPACE LTD | $3,276.11万 | 0.05% | 1,293,000 | 1,293,000 | — | $3,276.11万 | 新建仓 |
| VLTO | VERALTO CORP | $3,290.98万 | 0.05% | 372,199 | 372,199 | — | $3,290.98万 | 新建仓 |
| BRO | BROWN & BROWN INC | $3,304.35万 | 0.05% | 506,724 | 506,724 | — | $3,304.35万 | 新建仓 |
| NWSA | NEWS CORP NEW | $3,353.54万 | 0.05% | 1,345,181 | -92,707 | -6.4% | -$231.12万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,397.65万 | 0.05% | 390,669 | 127,078 | 48.2% | $1,105.20万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $3,417.42万 | 0.05% | 284,690 | -79,400 | -21.8% | -$953.12万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $3,429.38万 | 0.06% | 148,806 | -115,281 | -43.7% | -$2,656.77万 | 减仓 |
| CPA | COPA HOLDINGS SA | $3,449.73万 | 0.06% | 303,647 | 49,918 | 19.7% | $567.12万 | 加仓 |
| CDW | CDW CORP | $3,454.99万 | 0.06% | 285,489 | 57,876 | 25.4% | $700.42万 | 加仓 |
| MTN | VAIL RESORTS INC | $3,463.09万 | 0.06% | 269,879 | -19,451 | -6.7% | -$249.60万 | 减仓 |
| RACE | FERRARI N V | $3,489.35万 | 0.06% | 103,098 | -26,769 | -20.6% | -$906.00万 | 减仓 |
| NFLX | NETFLIX INC. | $3,508.39万 | 0.06% | 364,887 | -4,145,510 | -91.9% | -$3.99亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,515.01万 | 0.06% | 70,348 | -14,959 | -17.5% | -$747.44万 | 减仓 |
| GPC | GENUINE PARTS CO | $3,519.16万 | 0.06% | 332,781 | -23,834 | -6.7% | -$252.04万 | 减仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $3,528.72万 | 0.06% | 3,945,230 | 44,300 | 1.1% | $39.62万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $3,589.21万 | 0.06% | 548,306 | -881,054 | -61.6% | -$5,767.38万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $3,612.05万 | 0.06% | 2,463,881 | -183,923 | -6.9% | -$269.63万 | 减仓 |
| TTAN | SERVICETITAN INC | $3,641.71万 | 0.06% | 573,859 | -1,043,494 | -64.5% | -$6,622.01万 | 减仓 |
| CAE | CAE INC | $3,681.27万 | 0.06% | 1,413,596 | -1,280,636 | -47.5% | -$3,335.02万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $3,697.28万 | 0.06% | 80,203 | -21,606 | -21.2% | -$996.01万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $3,713.89万 | 0.06% | 1,030,490 | -480,521 | -31.8% | -$1,731.80万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $3,722.74万 | 0.06% | 217,158 | -14,368 | -6.2% | -$246.31万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $3,732.91万 | 0.06% | 182,031 | 182,031 | — | $3,732.91万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $3,770.96万 | 0.06% | 1,476,490 | 223,566 | 17.8% | $570.99万 | 加仓 |
| AGYS | AGILYSYS INC | $3,836.74万 | 0.06% | 539,323 | 79,832 | 17.4% | $567.92万 | 加仓 |
| NNN | NNN REIT INC | $3,854.47万 | 0.06% | 917,075 | -66,893 | -6.8% | -$281.15万 | 减仓 |
| G | GENPACT LIMITED | $3,921.50万 | 0.06% | 1,052,752 | -304,716 | -22.4% | -$1,135.07万 | 减仓 |
| ALKS | ALKERMES PLC | $3,931.12万 | 0.06% | 1,111,741 | -237,381 | -17.6% | -$839.38万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $3,992.90万 | 0.06% | 172,935 | -73,766 | -29.9% | -$1,703.18万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $4,026.21万 | 0.06% | 780,575 | -5,167 | -0.7% | -$26.65万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $4,074.90万 | 0.07% | 137,216 | -28,025 | -17.0% | -$832.26万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $4,078.37万 | 0.07% | 2,254,488 | -86,586 | -3.7% | -$156.63万 | 减仓 |
| GL | GLOBE LIFE INC | $4,119.00万 | 0.07% | 295,969 | -17,627 | -5.6% | -$245.31万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $4,147.58万 | 0.07% | 212,250 | 26,438 | 14.2% | $516.62万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $4,260.20万 | 0.07% | 462,864 | 248,287 | 115.7% | $2,285.23万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $4,335.95万 | 0.07% | 970,663 | -67,350 | -6.5% | -$300.85万 | 减仓 |
| UGI | UGI CORP NEW | $4,377.09万 | 0.07% | 1,201,838 | -86,873 | -6.7% | -$316.39万 | 减仓 |
| ARMK | ARAMARK | $4,536.48万 | 0.07% | 1,119,014 | -18,561 | -1.6% | -$75.25万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $4,538.99万 | 0.07% | 675,646 | 27,092 | 4.2% | $182.00万 | 加仓 |
| RKLB | ROCKET LAB CORP | $4,547.43万 | 0.07% | 708,101 | 708,101 | — | $4,547.43万 | 新建仓 |
| AMRZ | AMRIZE LTD | $4,570.88万 | 0.07% | 815,938 | -59,425 | -6.8% | -$332.90万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,618.37万 | 0.07% | 136,703 | 136,703 | — | $4,618.37万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $4,621.97万 | 0.07% | 644,087 | -46,888 | -6.8% | -$336.47万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $4,636.30万 | 0.07% | 2,219,386 | -1,089,669 | -32.9% | -$2,276.32万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $4,673.93万 | 0.07% | 176,162 | -105,441 | -37.4% | -$2,797.56万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4,722.35万 | 0.08% | 169,948 | -158,170 | -48.2% | -$4,395.07万 | 减仓 |
| TSN | TYSON FOODS INC | $4,732.90万 | 0.08% | 738,707 | -53,773 | -6.8% | -$344.52万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $4,791.60万 | 0.08% | 836,376 | 280,892 | 50.6% | $1,609.23万 | 加仓 |
| NOV | NOV INC | $4,794.73万 | 0.08% | 2,549,034 | -176,866 | -6.5% | -$332.68万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $4,803.37万 | 0.08% | 173,595 | 43,483 | 33.4% | $1,203.17万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4,940.21万 | 0.08% | 866,703 | -308,659 | -26.3% | -$1,759.36万 | 减仓 |
| VNT | VONTIER CORPORATION | $5,107.29万 | 0.08% | 1,439,889 | -98,842 | -6.4% | -$350.59万 | 减仓 |
| BRKR | BRUKER CORP | $5,157.15万 | 0.08% | 1,427,781 | 235,073 | 19.7% | $849.08万 | 加仓 |
| COCO | VITA COCO CO INC | $5,182.96万 | 0.08% | 1,081,811 | -390,393 | -26.5% | -$1,870.37万 | 减仓 |
| CELC | CELCUITY INC | $5,217.00万 | 0.08% | 457,070 | -89,571 | -16.4% | -$1,022.36万 | 减仓 |
| NVT | NVENT ELEC PLC | $5,222.22万 | 0.08% | 441,513 | -89,189 | -16.8% | -$1,054.93万 | 减仓 |
| HXL | HEXCEL CORP NEW | $5,331.28万 | 0.09% | 658,752 | 189,882 | 40.5% | $1,536.72万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $5,343.73万 | 0.09% | 499,855 | 20,988 | 4.4% | $224.37万 | 加仓 |
| SNA | SNAP ON INC | $5,388.22万 | 0.09% | 148,346 | -11,369 | -7.1% | -$412.94万 | 减仓 |