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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $1,230.23万 | 0.02% | 288,246 | 243,862 | 549.4% | $1,040.80万 | 加仓 |
| — | CANTOR EQUITY PARTNERS II IN | $1,258.48万 | 0.02% | 937,761 | 937,761 | — | $1,258.48万 | 新建仓 |
| ARXS | ARXIS INC | $1,264.74万 | 0.02% | 274,110 | 274,110 | — | $1,264.74万 | 新建仓 |
| CRM | SALESFORCE INC | $1,284.05万 | 0.02% | 81,964 | -713,575 | -89.7% | -$1.12亿 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,302.26万 | 0.02% | 52,890 | -597,800 | -91.9% | -$1.47亿 | 减仓 |
| EOG | EOG RES INC | $1,302.54万 | 0.02% | 100,404 | -1,238,545 | -92.5% | -$1.61亿 | 减仓 |
| GLOB | GLOBANT S A | $1,336.52万 | 0.02% | 461,826 | 235,949 | 104.5% | $682.84万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,341.52万 | 0.02% | 235,437 | -2,622,400 | -91.8% | -$1.49亿 | 减仓 |
| HSAI | HESAI GROUP | $1,358.97万 | 0.02% | 745,869 | -285,175 | -27.7% | -$519.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,378.71万 | 0.02% | 118,172 | -37,912 | -24.3% | -$442.32万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1,381.22万 | 0.02% | 179,659 | -283,205 | -61.2% | -$2,177.28万 | 减仓 |
| FROG | JFROG LTD | $1,411.51万 | 0.02% | 155,316 | -188,910 | -54.9% | -$1,716.81万 | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $1,413.87万 | 0.02% | 86,751 | -48,382 | -35.8% | -$788.53万 | 减仓 |
| UNP | UNION PAC CORP | $1,419.81万 | 0.02% | 52,199 | -574,764 | -91.7% | -$1.56亿 | 减仓 |
| DYN | DYNE THERAPEUTICS INC | $1,465.38万 | 0.02% | 659,786 | 40,329 | 6.5% | $89.57万 | 加仓 |
| GOOG | ALPHABET INC | $1,480.74万 | 0.02% | 41,908 | -538,618 | -92.8% | -$1.90亿 | 减仓 |
| WFC | WELLS FARGO & CO | $1,498.02万 | 0.02% | 181,270 | -2,133,527 | -92.2% | -$1.76亿 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,500.42万 | 0.02% | 29,927 | -282,895 | -90.4% | -$1.42亿 | 减仓 |
| WING | WINGSTOP INC | $1,513.71万 | 0.02% | 87,291 | -383,192 | -81.4% | -$6,644.93万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $1,541.28万 | 0.02% | 682,588 | -504,761 | -42.5% | -$1,139.75万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,564.50万 | 0.02% | 15,995 | -108,302 | -87.1% | -$1.06亿 | 减仓 |
| PCVX | VAXCYTE INC | $1,572.94万 | 0.02% | 270,590 | -26,842 | -9.0% | -$156.03万 | 减仓 |
| TTAN | SERVICETITAN INC | $1,585.64万 | 0.03% | 224,246 | -349,613 | -60.9% | -$2,472.11万 | 减仓 |
| IT | GARTNER INC | $1,646.37万 | 0.03% | 127,015 | -65,014 | -33.9% | -$842.71万 | 减仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $1,662.63万 | 0.03% | 613,744 | 613,744 | — | $1,662.63万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,793.15万 | 0.03% | 284,899 | -22,408 | -7.3% | -$141.04万 | 减仓 |
| FLEX | FLEX LTD | $1,798.86万 | 0.03% | 110,993 | -437,313 | -79.8% | -$7,087.53万 | 减仓 |
| MXL | MAXLINEAR INC | $1,836.48万 | 0.03% | 143,441 | 143,441 | — | $1,836.48万 | 新建仓 |
| G | GENPACT LIMITED | $1,885.54万 | 0.03% | 685,651 | -367,101 | -34.9% | -$1,009.53万 | 减仓 |
| PAYX | PAYCHEX INC | $1,952.69万 | 0.03% | 198,585 | -101,079 | -33.7% | -$993.91万 | 减仓 |
| BRO | BROWN & BROWN INC | $1,957.97万 | 0.03% | 305,217 | -201,507 | -39.8% | -$1,292.67万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $1,970.61万 | 0.03% | 129,620 | -66,046 | -33.8% | -$1,004.10万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,982.11万 | 0.03% | 83,517 | -46,514 | -35.8% | -$1,103.92万 | 减仓 |
| USAR | USA RARE EARTH INC | $2,058.13万 | 0.03% | 953,723 | 953,723 | — | $2,058.13万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $2,062.66万 | 0.03% | 654,812 | 654,812 | — | $2,062.66万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $2,068.69万 | 0.03% | 284,044 | -149,529 | -34.5% | -$1,089.02万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $2,076.64万 | 0.03% | 619,522 | 619,522 | — | $2,076.64万 | 新建仓 |
| MTN | VAIL RESORTS INC | $2,126.35万 | 0.03% | 156,177 | -113,702 | -42.1% | -$1,548.05万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2,127.29万 | 0.03% | 185,936 | -651,039 | -77.8% | -$7,448.54万 | 减仓 |
| NWSA | NEWS CORP NEW | $2,134.65万 | 0.03% | 859,707 | -485,474 | -36.1% | -$1,205.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,162.38万 | 0.03% | 119,528 | -921,588 | -88.5% | -$1.67亿 | 减仓 |
| BAX | BAXTER INTL INC | $2,182.48万 | 0.03% | 1,023,677 | -3,838,097 | -78.9% | -$8,182.82万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,186.12万 | 0.03% | 305,324 | -103,999 | -25.4% | -$744.63万 | 减仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $2,199.48万 | 0.03% | 1,689,307 | -150,844 | -8.2% | -$196.40万 | 减仓 |
| RVTY | REVVITY INC | $2,232.05万 | 0.04% | 200,616 | -111,754 | -35.8% | -$1,243.37万 | 减仓 |
| DBVT | DBV TECHNOLOGIES S A | $2,251.48万 | 0.04% | 1,372,851 | -846,535 | -38.1% | -$1,388.32万 | 减仓 |
| PSA | PUBLIC STORAGE | $2,254.21万 | 0.04% | 70,818 | -39,459 | -35.8% | -$1,256.02万 | 减仓 |
| SYY | SYSCO CORP | $2,275.45万 | 0.04% | 272,248 | -153,526 | -36.1% | -$1,283.17万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $2,282.40万 | 0.04% | 99,304 | -171,308 | -63.3% | -$3,937.34万 | 减仓 |
| NVT | NVENT ELEC PLC | $2,335.60万 | 0.04% | 137,704 | -303,809 | -68.8% | -$5,152.90万 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $2,335.92万 | 0.04% | 574,925 | -84,142 | -12.8% | -$341.87万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $2,349.99万 | 0.04% | 139,333 | -77,825 | -35.8% | -$1,312.60万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $2,391.60万 | 0.04% | 108,217 | 108,217 | — | $2,391.60万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $2,430.55万 | 0.04% | 523,939 | -292,044 | -35.8% | -$1,354.79万 | 减仓 |
| SGOV | ISHARES TR | $2,501.92万 | 0.04% | 248,527 | 248,527 | — | $2,501.92万 | 新建仓 |
| VLTO | VERALTO CORP | $2,502.71万 | 0.04% | 282,218 | -89,981 | -24.2% | -$797.95万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $2,517.61万 | 0.04% | 258,269 | -123,852 | -32.4% | -$1,207.31万 | 减仓 |
| MAS | MASCO CORP | $2,522.15万 | 0.04% | 309,961 | 64,710 | 26.4% | $526.55万 | 加仓 |
| GPC | GENUINE PARTS CO | $2,525.34万 | 0.04% | 214,048 | -118,733 | -35.7% | -$1,400.81万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2,532.56万 | 0.04% | 310,706 | 310,706 | — | $2,532.56万 | 新建仓 |
| PII | POLARIS INC | $2,575.79万 | 0.04% | 376,357 | -208,508 | -35.7% | -$1,427.03万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $2,576.63万 | 0.04% | 951,841 | -524,649 | -35.5% | -$1,420.22万 | 减仓 |
| CDW | CDW CORP | $2,578.96万 | 0.04% | 183,373 | -102,116 | -35.8% | -$1,436.16万 | 减仓 |
| CAE | CAE INC | $2,600.35万 | 0.04% | 1,038,566 | -375,030 | -26.5% | -$939.00万 | 减仓 |
| UGI | UGI CORP NEW | $2,670.13万 | 0.04% | 773,053 | -428,785 | -35.7% | -$1,481.02万 | 减仓 |
| LXFR | LUXFER HLDGS PLC | $2,714.42万 | 0.04% | 1,504,665 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $2,717.18万 | 0.04% | 474,616 | -264,091 | -35.8% | -$1,511.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $2,741.25万 | 0.04% | 57,400 | 57,400 | — | $2,741.25万 | 新建仓 |
| NNN | NNN REIT INC | $2,741.57万 | 0.04% | 589,204 | -327,871 | -35.8% | -$1,525.58万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $2,747.42万 | 0.04% | 136,633 | -75,617 | -35.6% | -$1,520.51万 | 减仓 |
| COCO | VITA COCO CO INC | $2,764.14万 | 0.04% | 417,923 | -663,888 | -61.4% | -$4,390.96万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,765.01万 | 0.04% | 28,653 | -54,819 | -65.7% | -$5,290.03万 | 减仓 |
| AMRZ | AMRIZE LTD | $2,797.94万 | 0.04% | 524,942 | -290,996 | -35.7% | -$1,551.01万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $2,821.44万 | 0.04% | 110,264 | -62,671 | -36.2% | -$1,603.63万 | 减仓 |
| BEKE | KE HLDGS INC | $2,899.87万 | 0.05% | 1,995,783 | -1,857,774 | -48.2% | -$2,699.35万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $2,933.78万 | 0.05% | 587,697 | 320,123 | 119.6% | $1,598.05万 | 加仓 |
| ILMN | ILLUMINA INC | $2,948.51万 | 0.05% | 167,691 | 167,691 | — | $2,948.51万 | 新建仓 |
| VNT | VONTIER CORPORATION | $2,988.15万 | 0.05% | 1,030,396 | -409,493 | -28.4% | -$1,187.53万 | 减仓 |
| NOV | NOV INC | $3,032.81万 | 0.05% | 1,634,936 | -914,098 | -35.9% | -$1,695.65万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $3,035.83万 | 0.05% | 308,990 | 24,300 | 8.5% | $238.75万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $3,091.35万 | 0.05% | 379,307 | 379,307 | — | $3,091.35万 | 新建仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $3,137.92万 | 0.05% | 3,467,310 | 1,115,859 | 47.5% | $1,009.85万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $3,149.41万 | 0.05% | 1,224,497 | 124,778 | 11.3% | $320.93万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $3,161.71万 | 0.05% | 414,433 | -229,654 | -35.7% | -$1,752.03万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $3,183.89万 | 0.05% | 435,970 | -239,676 | -35.5% | -$1,750.35万 | 减仓 |
| CHEF | CHEFS WHSE INC | $3,216.79万 | 0.05% | 334,734 | 334,734 | — | $3,216.79万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $3,234.26万 | 0.05% | 1,756,795 | -894,673 | -33.7% | -$1,647.09万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $3,248.55万 | 0.05% | 754,949 | -102,361 | -11.9% | -$440.46万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $3,266.89万 | 0.05% | 732,323 | -48,252 | -6.2% | -$215.25万 | 减仓 |
| RAL | RALLIANT CORP | $3,284.72万 | 0.05% | 446,111 | -248,173 | -35.7% | -$1,827.30万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $3,287.81万 | 0.05% | 115,374 | -21,842 | -15.9% | -$622.43万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $3,352.59万 | 0.05% | 1,325,134 | -6,679 | -0.5% | -$16.90万 | 减仓 |
| GL | GLOBE LIFE INC | $3,396.85万 | 0.05% | 190,108 | -105,861 | -35.8% | -$1,891.52万 | 减仓 |
| OGE | OGE ENERGY CORP | $3,427.88万 | 0.05% | 704,456 | -485,578 | -40.8% | -$2,362.82万 | 减仓 |
| HQY | HEALTHEQUITY INC | $3,469.25万 | 0.06% | 384,107 | 113,165 | 41.8% | $1,022.11万 | 加仓 |
| FRPT | FRESHPET INC | $3,504.19万 | 0.06% | 592,725 | 293,811 | 98.3% | $1,737.01万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $3,530.65万 | 0.06% | 563,731 | 313,655 | 125.4% | $1,964.42万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $3,592.28万 | 0.06% | 622,578 | -348,085 | -35.9% | -$2,008.45万 | 减仓 |
| NFLX | NETFLIX INC. | $3,692.23万 | 0.06% | 517,119 | 152,232 | 41.7% | $1,086.94万 | 加仓 |
| RACE | FERRARI N V | $3,721.89万 | 0.06% | 99,973 | -3,125 | -3.0% | -$116.34万 | 减仓 |