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 |
|---|---|---|---|---|---|---|---|---|
| ZS | ZSCALER INC | $5,404.19万 | 0.09% | 385,216 | -208,329 | -35.1% | -$2,922.65万 | 减仓 |
| MRX | MAREX GROUP PLC | $5,424.86万 | 0.09% | 1,216,883 | 311,926 | 34.5% | $1,390.57万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $5,457.41万 | 0.09% | 28,957 | -1,987 | -6.4% | -$374.48万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $5,600.40万 | 0.09% | 92,662 | 92,662 | — | $5,600.40万 | 新建仓 |
| SPXC | SPX TECHNOLOGIES INC | $5,605.08万 | 0.09% | 280,338 | -97,085 | -25.7% | -$1,941.12万 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $5,652.93万 | 0.09% | 2,651,468 | -321,679 | -10.8% | -$685.82万 | 减仓 |
| OGE | OGE ENERGY CORP | $5,707.40万 | 0.09% | 1,190,034 | -86,533 | -6.8% | -$415.01万 | 减仓 |
| BEKE | KE HLDGS INC | $5,768.77万 | 0.09% | 3,853,557 | -767,599 | -16.6% | -$1,149.10万 | 减仓 |
| CVNA | CARVANA CO | $5,813.88万 | 0.09% | 184,932 | -105,210 | -36.3% | -$3,307.59万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $5,825.22万 | 0.09% | 598,318 | -241,872 | -28.8% | -$2,354.87万 | 减仓 |
| AME | AMETEK INC | $5,860.00万 | 0.09% | 273,372 | 94,347 | 52.7% | $2,022.42万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $5,886.17万 | 0.09% | 464,722 | -67,188 | -12.6% | -$851.00万 | 减仓 |
| VEEV | VEEVA SYS INC | $6,049.73万 | 0.10% | 344,400 | -100,871 | -22.7% | -$1,771.90万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP 看跌期权 | $6,140.60万 | 0.10% | 101,600 | 101,600 | — | $6,140.60万 | 新建仓 |
| ALAB | ASTERA LABS INC | $6,143.94万 | 0.10% | 560,579 | -334,951 | -37.4% | -$3,671.06万 | 减仓 |
| LASR | NLIGHT INC | $6,145.54万 | 0.10% | 1,077,786 | -23,650 | -2.1% | -$134.85万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $6,240.09万 | 0.10% | 826,830 | 282,480 | 51.9% | $2,131.88万 | 加仓 |
| TW | TRADEWEB MKTS INC | $6,245.41万 | 0.10% | 530,801 | 530,801 | — | $6,245.41万 | 新建仓 |
| GKOS | GLAUKOS CORP | $6,539.94万 | 0.10% | 607,462 | -95,356 | -13.6% | -$1,026.60万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $6,580.63万 | 0.11% | 949,586 | 219,516 | 30.1% | $1,521.25万 | 加仓 |
| SITM | SITIME CORP | $6,769.09万 | 0.11% | 196,007 | 196,007 | — | $6,769.09万 | 新建仓 |
| FLS | FLOWSERVE CORP | $6,782.33万 | 0.11% | 922,641 | 314,043 | 51.6% | $2,308.53万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $6,896.24万 | 0.11% | 978,051 | 273,340 | 38.8% | $1,927.32万 | 加仓 |
| BZ | KANZHUN LIMITED | $7,113.81万 | 0.11% | 5,312,778 | 752,406 | 16.5% | $1,007.47万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $7,175.28万 | 0.12% | 270,612 | 48,669 | 21.9% | $1,290.46万 | 加仓 |
| RDWR | RADWARE LTD | $7,237.16万 | 0.12% | 2,749,680 | -219,498 | -7.4% | -$577.72万 | 减仓 |
| SPGI | S&P GLOBAL INC | $7,268.85万 | 0.12% | 170,895 | -514,874 | -75.1% | -$2.19亿 | 减仓 |
| WING | WINGSTOP INC | $7,291.08万 | 0.12% | 470,483 | -357,800 | -43.2% | -$5,544.83万 | 减仓 |
| COMP | COMPASS INC | $7,342.57万 | 0.12% | 10,044,557 | 4,575,561 | 83.7% | $3,344.74万 | 加仓 |
| RKT | ROCKET COS INC | $7,407.13万 | 0.12% | 5,197,983 | 5,197,983 | — | $7,407.13万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $7,524.19万 | 0.12% | 814,571 | 524,219 | 180.5% | $4,842.21万 | 加仓 |
| COHR | COHERENT CORP | $7,691.17万 | 0.12% | 322,874 | -341,180 | -51.4% | -$8,127.24万 | 减仓 |
| FICO | FAIR ISAAC CORP | $7,773.43万 | 0.12% | 72,816 | -2,807 | -3.7% | -$299.66万 | 减仓 |
| RDDT | REDDIT INC | $8,005.26万 | 0.13% | 594,524 | -22,616 | -3.7% | -$304.52万 | 减仓 |
| HTHT | H WORLD GROUP LTD | $8,145.86万 | 0.13% | 1,619,778 | 1,619,778 | — | $8,145.86万 | 新建仓 |
| BAX | BAXTER INTL INC | $8,167.78万 | 0.13% | 4,861,774 | 103,832 | 2.2% | $174.44万 | 加仓 |
| BE | BLOOM ENERGY CORP | $8,203.60万 | 0.13% | 605,477 | 70,431 | 13.2% | $954.27万 | 加仓 |
| AMAT | APPLIED MATLS INC | $8,240.90万 | 0.13% | 241,110 | 165,125 | 217.3% | $5,643.81万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $8,355.35万 | 0.13% | 505,955 | 46,826 | 10.2% | $773.29万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $8,364.49万 | 0.13% | 1,638,490 | 328,911 | 25.1% | $1,679.09万 | 加仓 |
| CGNX | COGNEX CORP | $8,472.14万 | 0.14% | 1,729,361 | 652,437 | 60.6% | $3,196.29万 | 加仓 |
| CRH | CRH PLC | $8,579.89万 | 0.14% | 816,200 | -977,688 | -54.5% | -$1.03亿 | 减仓 |
| COIN | COINBASE GLOBAL INC | $8,766.85万 | 0.14% | 502,082 | 30,137 | 6.4% | $526.22万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看涨期权 | $8,972.57万 | 0.14% | 265,500 | 265,500 | — | $8,972.57万 | 新建仓 |
| HDB | HDFC BANK LTD | $8,983.88万 | 0.14% | 3,610,885 | -71,162 | -1.9% | -$177.05万 | 减仓 |
| — | TOPBUILD COR | $9,155.54万 | 0.15% | 260,619 | 17,445 | 7.2% | $612.84万 | 加仓 |
| MS | MORGAN STANLEY | $9,525.38万 | 0.15% | 578,804 | -15,627 | -2.6% | -$257.17万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $9,607.77万 | 0.15% | 183,540 | -15,153 | -7.6% | -$793.21万 | 减仓 |
| GE | GE AEROSPACE | $9,878.80万 | 0.16% | 348,127 | -206,720 | -37.3% | -$5,866.09万 | 减仓 |
| DIS | DISNEY WALT CO | $9,880.33万 | 0.16% | 1,025,143 | 38,060 | 3.9% | $366.82万 | 加仓 |
| SNOW | SNOWFLAKE INC | $9,995.35万 | 0.16% | 662,734 | -1,192,160 | -64.3% | -$1.80亿 | 减仓 |
| KO | COCA COLA CO | $1.01亿 | 0.16% | 1,326,462 | -657,883 | -33.2% | -$5,003.20万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1.01亿 | 0.16% | 669,054 | -574,083 | -46.2% | -$8,684.73万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1.02亿 | 0.16% | 27,805,098 | -172,688 | -0.6% | -$63.20万 | 减仓 |
| AZO | AUTOZONE INC | $1.02亿 | 0.16% | 30,137 | -14,455 | -32.4% | -$4,882.58万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.04亿 | 0.17% | 828,994 | -90,318 | -9.8% | -$1,133.13万 | 减仓 |
| VSEC | VSE CORP | $1.04亿 | 0.17% | 564,855 | 9,600 | 1.7% | $177.02万 | 加仓 |
| CAT | CATERPILLAR INC | $1.06亿 | 0.17% | 149,683 | 113,204 | 310.3% | $8,020.05万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $1.06亿 | 0.17% | 4,408,404 | 1,243,858 | 39.3% | $2,998.94万 | 加仓 |
| WFC | WELLS FARGO & CO 看涨期权 | $1.07亿 | 0.17% | 1,344,000 | 10,000 | 0.7% | $79.61万 | 加仓 |
| CME | CME GROUP INC | $1.07亿 | 0.17% | 363,300 | 11,813 | 3.4% | $348.90万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.11亿 | 0.18% | 124,297 | 124,297 | — | $1.11亿 | 新建仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1.11亿 | 0.18% | 836,975 | 393,708 | 88.8% | $5,240.65万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.13亿 | 0.18% | 186,429 | -5,638 | -2.9% | -$341.10万 | 减仓 |
| MDT | MEDTRONIC PLC | $1.15亿 | 0.18% | 1,328,676 | 49,534 | 3.9% | $429.21万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.15亿 | 0.18% | 3,090,778 | 768,574 | 33.1% | $2,866.01万 | 加仓 |
| SMTC | SEMTECH CORP | $1.20亿 | 0.19% | 1,558,034 | 1,064,429 | 215.6% | $8,184.40万 | 加仓 |
| IR | INGERSOLL RAND INC | $1.22亿 | 0.19% | 1,516,658 | -74,481 | -4.7% | -$596.74万 | 减仓 |
| WCC | WESCO INTL INC | $1.23亿 | 0.20% | 450,009 | -27,476 | -5.8% | -$751.80万 | 减仓 |
| P | EVERPURE INC | $1.24亿 | 0.20% | 2,098,311 | 150,807 | 7.7% | $890.36万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1.26亿 | 0.20% | 515,774 | -485,038 | -48.5% | -$1.19亿 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1.26亿 | 0.20% | 642,528 | 28,600 | 4.7% | $563.02万 | 加仓 |
| MRK | MERCK & CO INC | $1.28亿 | 0.20% | 1,061,859 | -321,438 | -23.2% | -$3,866.58万 | 减仓 |
| NICE | NICE LTD | $1.28亿 | 0.21% | 1,161,305 | -95,447 | -7.6% | -$1,052.40万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.29亿 | 0.21% | 4,475,806 | 148,347 | 3.4% | $425.90万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1.29亿 | 0.21% | 30,732 | 6,785 | 28.3% | $2,856.70万 | 加仓 |
| ABNB | AIRBNB INC | $1.32亿 | 0.21% | 1,047,700 | -309,263 | -22.8% | -$3,905.37万 | 减仓 |
| NU | NU HLDGS LTD | $1.34亿 | 0.22% | 9,335,931 | 973,976 | 11.6% | $1,399.60万 | 加仓 |
| LIVN | LIVANOVA PLC | $1.35亿 | 0.22% | 2,122,816 | -192,508 | -8.3% | -$1,223.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.35亿 | 0.22% | 346,469 | -38,021 | -9.9% | -$1,484.38万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $1.35亿 | 0.22% | 650,690 | 26,132 | 4.2% | $543.78万 | 加仓 |
| NET | CLOUDFLARE INC | $1.38亿 | 0.22% | 668,158 | 79,560 | 13.5% | $1,641.64万 | 加仓 |
| BAC | BANK AMERICA CORP | $1.39亿 | 0.22% | 2,857,837 | -287,190 | -9.1% | -$1,400.05万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.39亿 | 0.22% | 1,417,333 | -129,658 | -8.4% | -$1,275.58万 | 减仓 |
| ORCL | ORACLE CORP | $1.42亿 | 0.23% | 963,824 | -1,330,221 | -58.0% | -$1.96亿 | 减仓 |
| PODD | INSULET CORP | $1.45亿 | 0.23% | 692,974 | 33,917 | 5.1% | $711.71万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.47亿 | 0.24% | 742,203 | 199,755 | 36.8% | $3,960.94万 | 加仓 |
| CRM | SALESFORCE INC | $1.49亿 | 0.24% | 795,539 | 184,601 | 30.2% | $3,445.95万 | 加仓 |
| UNP | UNION PAC CORP | $1.52亿 | 0.24% | 626,963 | 21,733 | 3.6% | $527.29万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.54亿 | 0.25% | 312,822 | 11,891 | 4.0% | $584.48万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1.55亿 | 0.25% | 2,058,308 | 876,892 | 74.2% | $6,584.58万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1.55亿 | 0.25% | 781,441 | 28,537 | 3.8% | $564.43万 | 加仓 |
| AAPL | APPLE INC | $1.56亿 | 0.25% | 612,826 | -920,554 | -60.0% | -$2.34亿 | 减仓 |
| AS | AMER SPORTS INC | $1.56亿 | 0.25% | 4,738,498 | -475,941 | -9.1% | -$1,566.80万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.59亿 | 0.25% | 816,639 | 31,150 | 4.0% | $604.75万 | 加仓 |
| WAT | WATERS CORP | $1.59亿 | 0.26% | 534,576 | 160,868 | 43.0% | $4,790.65万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $1.60亿 | 0.26% | 2,177,225 | -325,472 | -13.0% | -$2,391.57万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.65亿 | 0.26% | 150,873 | -2,989 | -1.9% | -$326.80万 | 减仓 |
| GOOG | ALPHABET INC | $1.67亿 | 0.27% | 580,526 | -817 | -0.1% | -$23.44万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1.71亿 | 0.27% | 1,450,907 | -61,085 | -4.0% | -$720.93万 | 减仓 |