Artisan Partners Limited Partnership

CIK 0001466153 · Q1 2026

13F Equity AUM

$62.3B

-6.7% QoQ

Positions

328

+2 QoQ

AUM Rank

#202

Top 2%

Skill Alpha (FF)

-1.0%/yr^ns

No Clear Edge

Rank #3,711 · Top 45%

vs S&P -1.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 14.1%Top 10: 24.6%Top 20: 41.0%

ACGL3.5%

BK3.0%

SCHW2.6%

GOOGL2.6%

ELV2.4%

AXP2.2%

META2.1%

TRVC2.1%

GRMN2.0%

BRK/B2.0%

Others (318)75.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services25.3%

Healthcare17.9%

Technology17.6%

Industrials10.2%

Communication Services7.9%

Consumer Cyclical7.3%

Energy4.9%

Unclassified2.6%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 328Median: 0.11%Avg: 0.30%

0–0.5%

279(35.5%)

0.5–1%

21(14.5%)

1–3%

27(46.5%)

3–5%

1(3.5%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 326Unique: 2vs 20 funds

4.5%Low

328

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

6.2%

BANK OF AMERICA CORP /DE/

6.9%

BlackRock, Inc.

7.9%

JPMORGAN CHASE & CO

6.4%

STATE STREET CORP

GEODE CAPITAL MANAGEMENT, LLC

8.8%

FMR LLC

10.2%

VANGUARD CAPITAL MANAGEMENT LLC

8.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New40Increased116Decreased170Exited36

New Positions

CPNG1.0%

+33.7M

IWM0.5%

+1.2M

SPY0.5%

+450K

LMT0.2%

+194K

PH0.2%

+124K

HTHT0.1%

+1.6M

RKT0.1%

+5.2M

SITM0.1%

+196K

TW0.1%

+531K

MU0.1%

+137K

Increased

AXTA1.3%

+16.2M(+129%)

COMP0.1%

+4.6M(+84%)

EW0.7%

+4.0M(+346%)

RBLX0.5%

+3.5M(+154%)

FITB0.3%

+3.4M(+503%)

MDLN0.5%

+2.0M(+44%)

IQV1.4%

+1.7M(+50%)

IM8N1.7%

+1.7M(+35%)

TPD0.6%

+1.6M(+51%)

MRSH1.4%

+1.5M(+45%)

Decreased

SU1.8%

-15,556,186(-47%)

NOK1.2%

-8,179,137(-8%)

ST0.4%

-5,849,388(-44%)

BKR1.2%

-4,551,711(-27%)

NFLX0.1%

-4,145,510(-92%)

LRCX1.7%

-2,921,363(-37%)

BSX0.0%

-2,524,992(-98%)

PSN0.0%

-2,377,612(-96%)

KC0.1%

-1,665,494(-41%)

ORCL0.2%

-1,330,221(-58%)

Exited

-7,520,682

-1,386,008

-1,200,928

-594,112

-684,778

-417,487

-15,201,766

-682,601

-207,349

-564,745

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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