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 |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | $20.96亿 | 3.32% | 21,595,895 | -1,070,116 | -4.7% | -$1.04亿 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $19.79亿 | 3.14% | 13,687,258 | -1,788,315 | -11.6% | -$2.59亿 | 减仓 |
| GOOGL | ALPHABET INC | $19.78亿 | 3.14% | 5,534,119 | -86,094 | -1.5% | -$3,076.74万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $17.72亿 | 2.81% | 4,581,222 | -545,953 | -10.6% | -$2.11亿 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $17.47亿 | 2.77% | 18,930,716 | 1,479,668 | 8.5% | $1.37亿 | 加仓 |
| C | CITIGROUP INC | $15.89亿 | 2.52% | 11,355,426 | -142,536 | -1.2% | -$1,994.93万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $15.29亿 | 2.42% | 4,521,044 | -72,839 | -1.6% | -$2,463.78万 | 减仓 |
| ICLR | ICON PUB LTD CO | $15.00亿 | 2.38% | 8,636,406 | 357,461 | 4.3% | $6,209.46万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $14.48亿 | 2.30% | 5,541,048 | 1,754,431 | 46.3% | $4.59亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.48亿 | 2.30% | 2,893,595 | 287,939 | 11.1% | $1.44亿 | 加仓 |
| ARGX | ARGENX SE | $14.00亿 | 2.22% | 1,508,778 | 40,796 | 2.8% | $3,784.93万 | 加仓 |
| META | META PLATFORMS INC | $13.33亿 | 2.11% | 2,367,016 | 24,344 | 1.0% | $1,371.27万 | 加仓 |
| GRMN | GARMIN LTD | $12.57亿 | 1.99% | 5,292,605 | -227,032 | -4.1% | -$5,392.92万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $12.12亿 | 1.92% | 7,269,246 | 2,393,389 | 49.1% | $3.99亿 | 加仓 |
| PGR | PROGRESSIVE CORP | $11.21亿 | 1.78% | 5,132,462 | -76,542 | -1.5% | -$1,672.06万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $10.86亿 | 1.72% | 31,733,342 | 2,937,139 | 10.2% | $1.01亿 | 加仓 |
| AMZN | AMAZON COM INC | $10.53亿 | 1.67% | 4,419,586 | -999,042 | -18.4% | -$2.38亿 | 减仓 |
| IQV | IQVIA HLDGS INC | $9.17亿 | 1.45% | 4,743,434 | -315,431 | -6.2% | -$6,094.76万 | 减仓 |
| CPNG | COUPANG INC | $8.76亿 | 1.39% | 50,439,134 | 16,769,469 | 49.8% | $2.91亿 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $8.66亿 | 1.37% | 2,411,792 | -246,101 | -9.3% | -$8,835.03万 | 减仓 |
| ASND | ASCENDIS PHARMA A/S | $7.03亿 | 1.11% | 2,634,024 | 2,634,024 | — | $7.03亿 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6.23亿 | 0.99% | 1,356,543 | 50,496 | 3.9% | $2,318.42万 | 加仓 |
| AON | AON PLC | $6.14亿 | 0.97% | 1,850,623 | 206,471 | 12.6% | $6,848.44万 | 加仓 |
| AVGO | BROADCOM INC | $6.09亿 | 0.97% | 1,612,184 | -442,390 | -21.5% | -$1.67亿 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $6.01亿 | 0.95% | 10,837,212 | -1,514,871 | -12.3% | -$8,407.53万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5.99亿 | 0.95% | 6,625,703 | 1,424,559 | 27.4% | $1.29亿 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $5.84亿 | 0.93% | 10,856,434 | -6,405,621 | -37.1% | -$3.45亿 | 减仓 |
| WWD | WOODWARD INC | $5.82亿 | 0.92% | 1,368,457 | -40,887 | -2.9% | -$1,739.50万 | 减仓 |
| INSM | INSMED INC | $5.80亿 | 0.92% | 5,441,718 | -1,085,583 | -16.6% | -$1.16亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.62亿 | 0.89% | 1,176,856 | -15,301 | -1.3% | -$730.73万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $5.40亿 | 0.86% | 6,467,467 | -105,556 | -1.6% | -$881.60万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $5.31亿 | 0.84% | 3,472,509 | 468,327 | 15.6% | $7,163.53万 | 加仓 |
| SE | SEA LTD | $5.24亿 | 0.83% | 5,466,001 | 111,538 | 2.1% | $1,068.87万 | 加仓 |
| GEV | GE VERNOVA INC | $5.09亿 | 0.81% | 433,047 | -261,366 | -37.6% | -$3.07亿 | 减仓 |
| CBRE | CBRE GROUP INC | $5.01亿 | 0.79% | 3,718,461 | -239,535 | -6.1% | -$3,226.30万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $4.94亿 | 0.78% | 4,802,017 | -1,565,760 | -24.6% | -$1.61亿 | 减仓 |
| SHOP | SHOPIFY INC | $4.65亿 | 0.74% | 4,074,005 | -288,106 | -6.6% | -$3,289.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4.51亿 | 0.72% | 2,256,045 | 158,000 | 7.5% | $3,161.42万 | 加仓 |
| DASH | DOORDASH INC | $4.40亿 | 0.70% | 2,385,434 | 317,415 | 15.3% | $5,857.26万 | 加仓 |
| FIX | COMFORT SYS USA INC | $4.01亿 | 0.64% | 202,113 | -6,064 | -2.9% | -$1,201.86万 | 减仓 |
| RTX | RTX CORPORATION | $3.96亿 | 0.63% | 2,089,380 | -184,829 | -8.1% | -$3,506.76万 | 减仓 |
| LLY | ELI LILLY & CO | $3.94亿 | 0.62% | 328,382 | 88,344 | 36.8% | $1.06亿 | 加仓 |
| RBC | RBC BEARINGS INC | $3.66亿 | 0.58% | 568,008 | -8,217 | -1.4% | -$529.22万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $3.66亿 | 0.58% | 4,663,275 | 33,950 | 0.7% | $266.17万 | 加仓 |
| SITM | SITIME CORP | $3.62亿 | 0.57% | 485,123 | 289,116 | 147.5% | $2.16亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.41亿 | 0.54% | 786,238 | -4,243,428 | -84.4% | -$18.39亿 | 减仓 |
| CNH | CNH INDL N V | $3.35亿 | 0.53% | 29,808,634 | -1,525,179 | -4.9% | -$1,712.78万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3.34亿 | 0.53% | 4,549,041 | 575,947 | 14.5% | $4,224.57万 | 加仓 |
| GE | GE AEROSPACE | $3.31亿 | 0.53% | 886,087 | 537,960 | 154.5% | $2.01亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $3.29亿 | 0.52% | 440,000 | -10,000 | -2.2% | -$746.77万 | 减仓 |
| VCYT | VERACYTE INC | $3.25亿 | 0.52% | 5,538,404 | 42,034 | 0.8% | $246.87万 | 加仓 |
| MOD | MODINE MFG CO | $3.18亿 | 0.50% | 1,191,876 | 203,983 | 20.6% | $5,446.75万 | 加仓 |
| LIN | LINDE PLC | $3.12亿 | 0.49% | 601,059 | -320,911 | -34.8% | -$1.67亿 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.03亿 | 0.48% | 1,043,646 | -719,596 | -40.8% | -$2.09亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2.95亿 | 0.47% | 508,327 | -1,032,876 | -67.0% | -$6.00亿 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2.89亿 | 0.46% | 2,880,113 | 1,930,527 | 203.3% | $1.94亿 | 加仓 |
| WMB | WILLIAMS COS INC | $2.86亿 | 0.45% | 3,853,615 | -768,250 | -16.6% | -$5,711.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.85亿 | 0.45% | 870,063 | -348,588 | -28.6% | -$1.14亿 | 减仓 |
| APG | API GROUP CORP | $2.83亿 | 0.45% | 6,680,820 | 333,393 | 5.3% | $1,411.92万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $2.78亿 | 0.44% | 4,931,716 | 877,334 | 21.6% | $4,945.53万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2.77亿 | 0.44% | 1,515,238 | 230,883 | 18.0% | $4,227.70万 | 加仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $2.73亿 | 0.43% | 416,300 | 416,300 | — | $2.73亿 | 新建仓 |
| USFD | US FOODS HLDG CORP | $2.72亿 | 0.43% | 2,662,861 | -357,343 | -11.8% | -$3,653.83万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2.48亿 | 0.39% | 145,883 | 4,625 | 3.3% | $785.04万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.39亿 | 0.38% | 627,850 | -419,309 | -40.0% | -$1.59亿 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2.32亿 | 0.37% | 347,178 | 160,749 | 86.2% | $1.07亿 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $2.24亿 | 0.35% | 1,115,283 | -229,565 | -17.1% | -$4,605.53万 | 减仓 |
| GH | GUARDANT HEALTH INC | $2.22亿 | 0.35% | 1,478,928 | 664,357 | 81.6% | $9,967.35万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $2.19亿 | 0.35% | 2,089,760 | -87,465 | -4.0% | -$915.50万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.15亿 | 0.34% | 186,067 | 49,364 | 36.1% | $5,698.04万 | 加仓 |
| WAT | WATERS CORP | $2.10亿 | 0.33% | 560,753 | 26,177 | 4.9% | $981.74万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2.10亿 | 0.33% | 2,797,540 | 2,797,540 | — | $2.10亿 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $2.09亿 | 0.33% | 2,640,024 | 581,716 | 28.3% | $4,612.43万 | 加仓 |
| ENTG | ENTEGRIS INC | $2.07亿 | 0.33% | 1,152,223 | 1,152,223 | — | $2.07亿 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $2.06亿 | 0.33% | 1,059,496 | 287 | 0.0% | $5.59万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $2.06亿 | 0.33% | 704,625 | 174,272 | 32.9% | $5,096.76万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $2.05亿 | 0.33% | 2,156,751 | 16,769 | 0.8% | $159.54万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1.97亿 | 0.31% | 1,660,307 | 209,400 | 14.4% | $2,490.81万 | 加仓 |
| AAPL | APPLE INC | $1.88亿 | 0.30% | 650,501 | 37,675 | 6.1% | $1,090.16万 | 加仓 |
| LIVN | LIVANOVA PLC | $1.83亿 | 0.29% | 2,224,763 | 101,947 | 4.8% | $838.31万 | 加仓 |
| GLW | CORNING INC | $1.83亿 | 0.29% | 715,286 | 609,298 | 574.9% | $1.56亿 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $1.80亿 | 0.29% | 130,154 | -20,719 | -13.7% | -$2,864.11万 | 减仓 |
| V | VISA INC | $1.78亿 | 0.28% | 517,659 | -406,857 | -44.0% | -$1.40亿 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.71亿 | 0.27% | 1,447,442 | 1,270,036 | 715.9% | $1.50亿 | 加仓 |
| COMP | COMPASS INC | $1.71亿 | 0.27% | 13,865,184 | 3,820,627 | 38.0% | $4,710.83万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1.71亿 | 0.27% | 564,599 | -40,878 | -6.8% | -$1,237.38万 | 减仓 |
| NU | NU HLDGS LTD | $1.70亿 | 0.27% | 12,687,151 | 3,351,220 | 35.9% | $4,477.23万 | 加仓 |
| COHR | COHERENT CORP | $1.67亿 | 0.26% | 422,328 | 99,454 | 30.8% | $3,923.16万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.65亿 | 0.26% | 3,102,766 | 11,988 | 0.4% | $63.88万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.58亿 | 0.25% | 207,080 | -139,389 | -40.2% | -$1.06亿 | 减仓 |
| ETN | EATON CORP PLC | $1.57亿 | 0.25% | 368,110 | -184,900 | -33.4% | -$7,878.96万 | 减仓 |
| WCC | WESCO INTL INC | $1.47亿 | 0.23% | 426,573 | -23,436 | -5.2% | -$809.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.46亿 | 0.23% | 727,200 | 727,200 | — | $1.46亿 | 新建仓 |
| AMAT | APPLIED MATLS INC 看跌期权 | $1.45亿 | 0.23% | 200,000 | 200,000 | — | $1.45亿 | 新建仓 |
| HTHT | H WORLD GROUP LTD | $1.42亿 | 0.22% | 3,399,365 | 1,779,587 | 109.9% | $7,424.44万 | 加仓 |
| CGNX | COGNEX CORP | $1.40亿 | 0.22% | 1,931,590 | 202,229 | 11.7% | $1,464.54万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $1.39亿 | 0.22% | 1,989,191 | 1,989,191 | — | $1.39亿 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $1.38亿 | 0.22% | 510,787 | -4,987 | -1.0% | -$134.91万 | 减仓 |
| ALAB | ASTERA LABS INC | $1.32亿 | 0.21% | 274,306 | -286,273 | -51.1% | -$1.38亿 | 减仓 |
| MDB | MONGODB INC | $1.32亿 | 0.21% | 394,179 | -832,991 | -67.9% | -$2.80亿 | 减仓 |