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 |
|---|---|---|---|---|---|---|---|---|
| KOD | KODIAK SCIENCES INC | $3,771.47万 | 0.06% | 968,037 | 277,715 | 40.2% | $1,081.98万 | 加仓 |
| LSPD | LIGHTSPEED COMMERCE INC | $3,790.82万 | 0.06% | 3,620,422 | -324,808 | -8.2% | -$340.10万 | 减仓 |
| BAP | CREDICORP LTD | $3,796.65万 | 0.06% | 97,455 | 7,979 | 8.9% | $310.85万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $3,838.85万 | 0.06% | 18,449 | -10,508 | -36.3% | -$2,186.49万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $3,939.52万 | 0.06% | 354,816 | -35,853 | -9.2% | -$398.08万 | 减仓 |
| PODD | INSULET CORP | $3,962.23万 | 0.06% | 260,245 | -432,729 | -62.4% | -$6,588.30万 | 减仓 |
| KSPI | KASPI KZ JSC | $4,084.84万 | 0.06% | 471,473 | 85,378 | 22.1% | $739.71万 | 加仓 |
| LASR | NLIGHT INC | $4,230.74万 | 0.07% | 607,690 | -470,096 | -43.6% | -$3,272.81万 | 减仓 |
| GKOS | GLAUKOS CORP | $4,322.30万 | 0.07% | 309,266 | -298,196 | -49.1% | -$4,167.59万 | 减仓 |
| WRBY | WARBY PARKER INC | $4,332.36万 | 0.07% | 1,427,938 | 85,935 | 6.4% | $260.73万 | 加仓 |
| ALKS | ALKERMES PLC | $4,354.06万 | 0.07% | 831,006 | -280,735 | -25.3% | -$1,470.91万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $4,486.14万 | 0.07% | 287,610 | -177,112 | -38.1% | -$2,762.59万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $4,503.67万 | 0.07% | 1,559,441 | -695,047 | -30.8% | -$2,007.30万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $4,510.49万 | 0.07% | 87,821 | 17,473 | 24.8% | $897.41万 | 加仓 |
| MRCY | MERCURY SYS INC | $4,560.68万 | 0.07% | 372,818 | 18,553 | 5.2% | $226.96万 | 加仓 |
| MDA | MDA SPACE LTD | $4,630.57万 | 0.07% | 1,120,700 | -172,300 | -13.3% | -$711.92万 | 减仓 |
| STVN | STEVANATO GROUP S P A | $4,701.09万 | 0.07% | 2,601,598 | 311,538 | 13.6% | $562.95万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $4,769.46万 | 0.08% | 3,266,753 | 1,080,956 | 49.5% | $1,578.20万 | 加仓 |
| CELC | CELCUITY INC | $4,829.16万 | 0.08% | 461,591 | 4,521 | 1.0% | $47.30万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $4,857.45万 | 0.08% | 2,989,201 | 525,320 | 21.3% | $853.64万 | 加仓 |
| P | EVERPURE INC | $4,997.67万 | 0.08% | 634,303 | -1,464,008 | -69.8% | -$1.15亿 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5,121.80万 | 0.08% | 136,465 | -33,483 | -19.7% | -$1,256.68万 | 减仓 |
| CPA | COPA HOLDINGS SA | $5,145.29万 | 0.08% | 330,738 | 27,091 | 8.9% | $421.45万 | 加仓 |
| VIRT | VIRTU FINL INC | $5,226.42万 | 0.08% | 877,357 | 877,357 | — | $5,226.42万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $5,602.10万 | 0.09% | 692,558 | 94,240 | 15.8% | $762.31万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $5,722.49万 | 0.09% | 896,942 | 70,112 | 8.5% | $447.31万 | 加仓 |
| NOVT | NOVANTA INC | $5,772.08万 | 0.09% | 355,774 | 179,807 | 102.2% | $2,917.19万 | 加仓 |
| MUSA | MURPHY USA INC | $5,878.59万 | 0.09% | 109,091 | 109,091 | — | $5,878.59万 | 新建仓 |
| SNA | SNAP ON INC | $5,900.07万 | 0.09% | 146,622 | -1,724 | -1.2% | -$69.37万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $5,945.55万 | 0.09% | 737,570 | -98,806 | -11.8% | -$796.48万 | 减仓 |
| ARMK | ARAMARK | $5,962.80万 | 0.09% | 1,047,943 | -71,071 | -6.4% | -$404.39万 | 减仓 |
| CAT | CATERPILLAR INC 看跌期权 | $6,037.98万 | 0.10% | 56,700 | 56,700 | — | $6,037.98万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $6,237.22万 | 0.10% | 649,846 | -179,148 | -21.6% | -$1,719.46万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $6,271.76万 | 0.10% | 1,073,197 | -565,293 | -34.5% | -$3,303.57万 | 减仓 |
| BZ | KANZHUN LIMITED | $6,298.21万 | 0.10% | 4,893,717 | -419,061 | -7.9% | -$539.33万 | 减仓 |
| FLS | FLOWSERVE CORP | $6,625.36万 | 0.11% | 893,387 | -29,254 | -3.2% | -$216.95万 | 减仓 |
| CAT | CATERPILLAR INC | $6,666.81万 | 0.11% | 62,605 | -87,078 | -58.2% | -$9,272.94万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $6,812.97万 | 0.11% | 466,035 | -36,047 | -7.2% | -$526.97万 | 减仓 |
| AZN | ASTRAZENECA PLC | $6,979.42万 | 0.11% | 368,074 | 368,074 | — | $6,979.42万 | 新建仓 |
| HXL | HEXCEL CORP NEW | $7,045.56万 | 0.11% | 704,134 | 45,382 | 6.9% | $454.09万 | 加仓 |
| AME | AMETEK INC | $7,092.69万 | 0.11% | 293,159 | 19,787 | 7.2% | $478.73万 | 加仓 |
| HDB | HDFC BANK LTD | $7,191.19万 | 0.11% | 2,784,047 | -826,838 | -22.9% | -$2,135.72万 | 减仓 |
| AGYS | AGILYSYS INC | $7,239.08万 | 0.11% | 692,735 | 153,412 | 28.4% | $1,603.16万 | 加仓 |
| RDWR | RADWARE LTD | $7,327.65万 | 0.12% | 2,374,480 | -375,200 | -13.6% | -$1,157.87万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $7,541.59万 | 0.12% | 223,025 | 46,863 | 26.6% | $1,584.67万 | 加仓 |
| WAY | WAYSTAR HLDG CORP | $7,553.50万 | 0.12% | 3,679,251 | -729,153 | -16.5% | -$1,496.95万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $7,586.37万 | 0.12% | 200,459 | 18,428 | 10.1% | $697.41万 | 加仓 |
| C | CITIGROUP INC 看跌期权 | $7,832.16万 | 0.12% | 559,600 | 559,600 | — | $7,832.16万 | 新建仓 |
| MDLN | MEDLINE INC | $7,913.64万 | 0.13% | 2,006,502 | -4,622,941 | -69.7% | -$1.82亿 | 减仓 |
| CRH | CRH PLC | $8,268.82万 | 0.13% | 772,787 | -43,413 | -5.3% | -$464.52万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $8,325.54万 | 0.13% | 362,658 | -522,241 | -59.0% | -$1.20亿 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $8,509.53万 | 0.13% | 204,738 | 204,738 | — | $8,509.53万 | 新建仓 |
| TWLO | TWILIO INC | $8,536.46万 | 0.14% | 413,729 | 413,729 | — | $8,536.46万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $8,756.93万 | 0.14% | 176,879 | -41,297 | -18.9% | -$2,044.53万 | 重新持有 |
| MSCI | MSCI INC | $8,766.81万 | 0.14% | 156,539 | 156,539 | — | $8,766.81万 | 新建仓 |
| AZO | AUTOZONE INC | $8,968.50万 | 0.14% | 28,062 | -2,075 | -6.9% | -$663.16万 | 减仓 |
| BRKR | BRUKER CORP | $8,977.21万 | 0.14% | 1,491,726 | 63,945 | 4.5% | $384.82万 | 加仓 |
| EQIX | EQUINIX INC | $9,140.93万 | 0.14% | 87,692 | 87,692 | — | $9,140.93万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $9,195.88万 | 0.15% | 278,275 | 278,275 | — | $9,195.88万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $9,215.50万 | 0.15% | 342,762 | 193,956 | 130.3% | $5,214.70万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $9,406.63万 | 0.15% | 383,678 | 103,340 | 36.9% | $2,533.59万 | 加仓 |
| RKLB | ROCKET LAB CORP | $9,476.18万 | 0.15% | 932,236 | 224,135 | 31.7% | $2,278.33万 | 加仓 |
| RDDT | REDDIT INC | $9,621.15万 | 0.15% | 554,277 | -40,247 | -6.8% | -$698.61万 | 减仓 |
| NICE | NICE LTD | $9,782.44万 | 0.16% | 1,076,768 | -84,537 | -7.3% | -$768.02万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $9,921.90万 | 0.16% | 279,829 | -389,225 | -58.2% | -$1.38亿 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.01亿 | 0.16% | 590,999 | 590,999 | — | $1.01亿 | 新建仓 |
| GE | GE AEROSPACE 看涨期权 | $1.02亿 | 0.16% | 271,700 | 271,700 | — | $1.02亿 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $1.03亿 | 0.16% | 534,098 | 28,143 | 5.6% | $543.81万 | 加仓 |
| VSEC | VSE CORP | $1.04亿 | 0.16% | 453,393 | -111,462 | -19.7% | -$2,546.91万 | 减仓 |
| KO | COCA COLA CO | $1.05亿 | 0.17% | 1,290,103 | -36,359 | -2.7% | -$295.49万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC 看跌期权 | $1.06亿 | 0.17% | 104,900 | 104,900 | — | $1.06亿 | 新建仓 |
| AMAT | APPLIED MATLS INC | $1.08亿 | 0.17% | 149,573 | -91,537 | -38.0% | -$6,618.13万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.13亿 | 0.18% | 598,130 | 598,130 | — | $1.13亿 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.13亿 | 0.18% | 210,205 | 26,665 | 14.5% | $1,431.78万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1.13亿 | 0.18% | 443,946 | -218,788 | -33.0% | -$5,568.15万 | 减仓 |
| TW | TRADEWEB MKTS INC | $1.15亿 | 0.18% | 1,151,879 | 621,078 | 117.0% | $6,189.66万 | 加仓 |
| ALAB | ASTERA LABS INC 看跌期权 | $1.16亿 | 0.18% | 239,200 | 239,200 | — | $1.16亿 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1.16亿 | 0.18% | 30,655,509 | 2,850,411 | 10.3% | $1,074.60万 | 加仓 |
| GE | GE AEROSPACE 看跌期权 | $1.16亿 | 0.18% | 309,500 | 309,500 | — | $1.16亿 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.18亿 | 0.19% | 2,360,012 | 1,381,961 | 141.3% | $6,890.46万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1.18亿 | 0.19% | 297,848 | -346,933 | -53.8% | -$1.38亿 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.19亿 | 0.19% | 970,325 | -174,915 | -15.3% | -$2,152.33万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1.20亿 | 0.19% | 139,760 | 139,760 | — | $1.20亿 | 新建仓 |
| CSX | CSX CORP | $1.20亿 | 0.19% | 2,524,146 | 2,524,146 | — | $1.20亿 | 新建仓 |
| NET | CLOUDFLARE INC | $1.20亿 | 0.19% | 489,716 | -178,442 | -26.7% | -$4,376.82万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.22亿 | 0.19% | 120,468 | -109,707 | -47.7% | -$1.11亿 | 减仓 |
| NOW | SERVICENOW INC | $1.22亿 | 0.19% | 1,231,729 | 1,231,729 | — | $1.22亿 | 新建仓 |
| SMTC | SEMTECH CORP | $1.24亿 | 0.20% | 763,924 | -794,110 | -51.0% | -$1.29亿 | 减仓 |
| ALAB | ASTERA LABS INC 看涨期权 | $1.27亿 | 0.20% | 263,800 | 263,800 | — | $1.27亿 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.28亿 | 0.20% | 1,559,852 | 43,194 | 2.8% | $354.15万 | 加仓 |
| AAPL | APPLE INC 看涨期权 | $1.31亿 | 0.21% | 451,000 | 451,000 | — | $1.31亿 | 新建仓 |
| MDB | MONGODB INC | $1.32亿 | 0.21% | 394,179 | -832,991 | -67.9% | -$2.80亿 | 减仓 |
| ALAB | ASTERA LABS INC | $1.32亿 | 0.21% | 274,306 | -286,273 | -51.1% | -$1.38亿 | 减仓 |
| FTAI | FTAI AVIATION LTD | $1.38亿 | 0.22% | 510,787 | -4,987 | -1.0% | -$134.91万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $1.39亿 | 0.22% | 1,989,191 | 1,989,191 | — | $1.39亿 | 新建仓 |
| CGNX | COGNEX CORP | $1.40亿 | 0.22% | 1,931,590 | 202,229 | 11.7% | $1,464.54万 | 加仓 |
| HTHT | H WORLD GROUP LTD | $1.42亿 | 0.22% | 3,399,365 | 1,779,587 | 109.9% | $7,424.44万 | 加仓 |
| AMAT | APPLIED MATLS INC 看跌期权 | $1.45亿 | 0.23% | 200,000 | 200,000 | — | $1.45亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.46亿 | 0.23% | 727,200 | 727,200 | — | $1.46亿 | 新建仓 |
| WCC | WESCO INTL INC | $1.47亿 | 0.23% | 426,573 | -23,436 | -5.2% | -$809.55万 | 减仓 |