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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Artisan Partners Limited Partnership

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0000950123-23-004389

Total Value
$60.80B
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARCH CAP GROUP LTDG0450A10528,100,383$1.91B3.14%
2VEEVA SYS INCVEEV10,262,249$1.89B3.10%
3ALPHABET INCGOOG13,497,633$1.40B2.30%
4WILLIS TOWERS WATSON PLC LTDWTW5,540,872$1.29B2.12%
5PROGRESSIVE CORP7433151038,697,618$1.24B2.05%
6ADVANCED MICRO DEVICES INCAMD12,427,679$1.22B2.00%
7META PLATFORMS INCMETA5,514,707$1.17B1.92%
8ARGENX SEARGX3,032,228$1.13B1.86%
9LINDE PLCLIN3,112,289$1.11B1.82%
10ELEVANCE HEALTH INCELV2,358,641$1.08B1.78%
11BOSTON SCIENTIFIC CORPBSX20,631,418$1.03B1.70%
12ATLASSIAN CORPORATIONTEAM5,780,797$989.5M1.63%
13ON SEMICONDUCTOR CORPON11,681,283$961.6M1.58%
14BANK NEW YORK MELLON CORP06405810020,428,636$928.3M1.53%
15INGERSOLL RAND INCIR15,252,911$887.4M1.46%
16BERKSHIRE HATHAWAY INC DELBRK-A2,851,177$880.4M1.45%
17CHIPOTLE MEXICAN GRILL INCCMG504,596$862.0M1.42%
18NEXTERA ENERGY INCNEE-PW11,107,598$856.2M1.41%
19LATTICE SEMICONDUCTOR CORPLSCC8,745,048$835.2M1.37%
20SENSATA TECHNOLOGIES HLDG PLST16,469,632$823.8M1.35%
21ASCENDIS PHARMA A/SASND6,844,741$733.9M1.21%
22ARISTA NETWORKS INCANET4,265,263$716.0M1.18%
23AMERICAN EXPRESS COAXP4,330,039$714.2M1.17%
24GARMIN LTDGRMN6,943,506$700.7M1.15%
25CITIGROUP INCC-PR14,230,862$667.3M1.10%
26HUBSPOT INCHUBS1,498,160$642.3M1.06%
27NETFLIX INCNFLX1,813,303$626.5M1.03%
28AIRBNB INCABNB4,850,862$603.4M0.99%
29MARSH & MCLENNAN COS INC5717481023,544,533$590.3M0.97%
30ALIBABA GROUP HLDG LTDBBAAY5,652,866$577.6M0.95%
31AMAZON COM INCAMZN5,493,524$567.4M0.93%
32DENTSPLY SIRONA INCXRAY13,732,196$539.4M0.89%
33CATALENT INC1488061027,737,685$508.4M0.84%
34DANAHER CORPORATION2358511021,969,786$496.5M0.82%
35LAM RESEARCH CORPLRCX924,782$490.2M0.81%
36ZSCALER INCZS4,162,027$486.2M0.80%
37VISA INCV2,150,567$484.9M0.80%
38SCHLUMBERGER LTDSLB9,643,047$473.5M0.78%
39EXPEDIA GROUP INCEXPE4,768,886$462.7M0.76%
40SUNCOR ENERGY INC NEWSU14,513,354$450.6M0.74%
41LULULEMON ATHLETICA INCLULU1,215,872$442.8M0.73%
42INTUITINTU992,218$442.4M0.73%
43CANADIAN PAC RY LTD13645T1005,639,208$434.0M0.71%
44NOKIA CORPNOKBF87,523,124$429.7M0.71%
45AON PLCAON1,330,181$419.4M0.69%
46GLOBAL PMTS INC37940X1023,874,851$407.8M0.67%
47MONOLITHIC PWR SYS INC609839105812,304$406.6M0.67%
48WEST PHARMACEUTICAL SVSC INC9553061051,164,709$403.5M0.66%
49S&P GLOBAL INCSPGI1,116,680$385.0M0.63%
50SOUTHWEST AIRLS CO84474110810,990,956$357.6M0.59%
51NVIDIA CORPORATIONNVDA1,235,230$343.1M0.56%
52NU HLDGS LTDNU69,509,677$330.9M0.54%
53BIONTECH SEBNTX2,610,858$325.2M0.53%
54NICE LTDNCSYF1,419,288$324.9M0.53%
55COSTAR GROUP INCCSGP4,634,274$319.1M0.52%
56SYNOPSYS INCSNPS821,988$317.5M0.52%
57APTIV PLCAPTV2,563,847$287.6M0.47%
58AGILENT TECHNOLOGIES INCA1,935,708$267.8M0.44%
59MERCADOLIBRE INCMELI202,721$267.2M0.44%
60HALOZYME THERAPEUTICS INCHALO6,992,189$267.0M0.44%
61SEA LTDSE3,059,314$264.8M0.44%
62TELEDYNE TECHNOLOGIES INCTDY584,562$261.5M0.43%
63TYLER TECHNOLOGIES INCTYL737,172$261.4M0.43%
64LIBERTY GLOBAL PLCLBTYK13,370,136$260.7M0.43%
65TELEFONICA BRASIL SAVIV32,611,988$246.9M0.41%
66MSCI INCMSCI437,896$245.1M0.40%
67LOWES COS INC5486611071,195,156$239.0M0.39%
68DEXCOM INCDXCM1,989,533$231.1M0.38%
69CERIDIAN HCM HLDG INC15677J1083,142,370$230.1M0.38%
70SHOCKWAVE MED INC82489T1041,057,470$229.3M0.38%
71BENTLEY SYS INCBSY5,248,518$225.6M0.37%
72T-MOBILE US INCTMUSZ1,501,402$217.5M0.36%
73FIVE BELOW INCFIVE1,042,075$214.6M0.35%
74ENVISTA HOLDINGS CORPORATIONNVST5,209,494$213.0M0.35%
75REPLIGEN CORPRGEN1,221,581$205.7M0.34%
76UNITEDHEALTH GROUP INCUNH434,657$205.4M0.34%
77SCHWAB CHARLES CORPSCHW-PJ3,907,855$204.7M0.34%
78VERTEX PHARMACEUTICALS INCVRTX641,555$202.1M0.33%
79LAUDER ESTEE COS INC518439104804,500$198.3M0.33%
80NASDAQ INCNDAQ3,566,719$195.0M0.32%
81CAE INCCAE8,422,083$190.5M0.31%
82EXACT SCIENCES CORP30063P1052,687,326$182.2M0.30%
83VALMONT INDS INC920253101570,047$182.0M0.30%
84TRADEWEB MKTS INC8926721062,280,285$180.2M0.30%
85FORTIVE CORPFTV2,607,545$177.8M0.29%
86UNITEDHEALTH GROUP INCUNH374,100$176.8M0.29%
87CROWDSTRIKE HLDGS INCCRWD1,274,257$174.9M0.29%
88IRHYTHM TECHNOLOGIES INCIRTC1,373,319$170.3M0.28%
89LIBERTY GLOBAL PLCLBTYK8,256,482$168.3M0.28%
90IMPERIAL OIL LTDIMO3,303,873$168.0M0.28%
91MARRIOTT INTL INC NEW571903202960,566$159.5M0.26%
92ASTRAZENECA PLCAZN2,296,009$159.4M0.26%
93MARKETAXESS HLDGS INCMKTX403,810$158.0M0.26%
94VERISK ANALYTICS INCVRSK782,479$150.1M0.25%
95GENERAL ELECTRIC CO3696043011,559,115$149.1M0.25%
96ALPHABET INCGOOG1,432,456$149.0M0.25%
97BAXTER INTL INC0718131093,650,180$148.1M0.24%
98ETSY INCETSY1,315,049$146.4M0.24%
99ICON PLCICLR669,962$143.1M0.24%
100TREX CO INCTREX2,793,264$135.9M0.22%
101STARBUCKS CORPSBUX1,297,723$135.1M0.22%
102MOTOROLA SOLUTIONS INCMSI469,437$134.3M0.22%
103GUIDEWIRE SOFTWARE INCGWRE1,591,365$130.6M0.21%
104WARNER BROS DISCOVERY INCWBD8,619,692$130.2M0.21%
105FEDEX CORPFDX558,857$127.7M0.21%
106TRANSDIGM GROUP INCTDG173,199$127.7M0.21%
107ANALOG DEVICES INCADI643,731$127.0M0.21%
108GALLAGHER ARTHUR J & CO363576109658,085$125.9M0.21%
109ADVANCE AUTO PARTS INCAAP1,017,190$123.7M0.20%
110COOPER COS INC216648402330,137$123.3M0.20%
111WINGSTOP INCWING669,191$122.9M0.20%
112WORKIVA INCWK1,194,256$122.3M0.20%
113NOVANTA INCNOVTU759,161$120.8M0.20%
114CYBERARK SOFTWARE LTDM2682V108815,576$120.7M0.20%
115DATADOG INCDDOG1,659,852$120.6M0.20%
116CNH INDL N VN209441097,891,114$120.5M0.20%
117SHOPIFY INCSHOP2,500,942$119.9M0.20%
118ASML HOLDING N VASMLF172,375$117.3M0.19%
119HDFC BANK LTDHDB1,752,336$116.8M0.19%
120LAUDER ESTEE COS INC518439104469,210$115.6M0.19%
121WNS HLDGS LTD92932M1011,238,722$115.4M0.19%
122RYAN SPECIALTY HOLDINGS INCRYAN2,853,222$114.8M0.19%
123COMCAST CORP NEWCCZ3,016,316$114.3M0.19%
124ELECTRONIC ARTS INCEA945,322$113.9M0.19%
125TAIWAN SEMICONDUCTOR MFG LTD8740391001,219,119$113.4M0.19%
126BLACKLINE INCBL1,682,732$113.0M0.19%
127FIRST CTZNS BANCSHARES INC N31946M103114,816$111.7M0.18%
128GLOBAL E ONLINE LTDGLBE3,449,602$111.2M0.18%
129SAIA INCSAIA404,201$110.0M0.18%
130EOG RES INCEOG950,712$109.0M0.18%
131AIR LEASE CORPAIIR2,718,829$107.0M0.18%
132AUTONATION INCAN758,055$101.9M0.17%
133WOLFSPEED INCWOLF1,558,416$101.2M0.17%
134FABRINETFN848,540$100.8M0.17%
135PHILIP MORRIS INTL INC7181721091,029,799$100.1M0.16%
136TAKE-TWO INTERACTIVE SOFTWARTTWO838,440$100.0M0.16%
137SNOWFLAKE INCSNOW637,691$98.4M0.16%
138LIVE NATION ENTERTAINMENT INLYV1,404,877$98.3M0.16%
139KE HLDGS INCBEKE5,204,139$98.0M0.16%
140UNITY SOFTWARE INCU2,943,971$95.5M0.16%
141GLAUKOS CORPGKOS1,875,057$93.9M0.15%
142MEDTRONIC PLCMDT1,145,363$92.3M0.15%
143BILIBILI INCBLBLF3,830,866$90.0M0.15%
144ROCKWELL AUTOMATION INCROK305,424$89.6M0.15%
145MORGAN STANLEYMS-PQ1,016,466$89.2M0.15%
146SNAP INCSNAP7,919,730$88.8M0.15%
147AGILYSYS INCAGYS1,052,296$86.8M0.14%
148BJS WHSL CLUB HLDGS INC05550J1011,136,633$86.5M0.14%
149GLOBE LIFE INCGL-PD779,358$85.7M0.14%
150MODEL N INC6075251022,547,291$85.3M0.14%
151QUANTA SVCS INC74762E102510,905$85.1M0.14%
152ORACLE CORPORCL-PD913,952$84.9M0.14%
153BANK AMERICA CORP0605051042,949,179$84.3M0.14%
154ALLEGRO MICROSYSTEMS INCALGM1,749,099$83.9M0.14%
155ALTRIA GROUP INCMO1,853,162$82.7M0.14%
156VONTIER CORPORATIONVNT3,021,313$82.6M0.14%
157PNC FINL SVCS GROUP INC693475105647,320$82.3M0.14%
158KORNIT DIGITAL LTDKRNT4,248,131$82.2M0.14%
159VERACYTE INCVCYT3,628,260$80.9M0.13%
160BOOKING HOLDINGS INCBKNG30,443$80.7M0.13%
161AGILON HEALTH INCAGL3,372,995$80.1M0.13%
162NOVO-NORDISK A SNONOF499,586$79.5M0.13%
163CME GROUP INCCME412,778$79.1M0.13%
164U HAUL HOLDING COMPANYUHAL-B1,517,865$78.7M0.13%
165FISERV INCFISV690,442$78.0M0.13%
166LAMAR ADVERTISING CO NEWLAMR774,687$77.4M0.13%
167HUBBELL INCHUBB315,579$76.8M0.13%
168NXP SEMICONDUCTORS N VNXPI402,553$75.1M0.12%
169ALIGN TECHNOLOGY INCALGN222,824$74.5M0.12%
170GOLDMAN SACHS GROUP INCGSCE227,190$74.3M0.12%
171NOV INCNOV3,978,730$73.6M0.12%
172POOL CORPPOOL212,464$72.8M0.12%
173OGE ENERGY CORPOGE1,918,551$72.3M0.12%
174DISNEY WALT CO254687106716,323$71.7M0.12%
175US BANCORP DELUSB-PS1,958,937$70.6M0.12%
176SYNCHRONY FINANCIALSYF-PB2,411,300$70.1M0.12%
177MERCK & CO INCMRK656,728$69.9M0.11%
178FLOOR & DECOR HLDGS INCFND696,168$68.4M0.11%
179RAYTHEON TECHNOLOGIES CORPRTX688,066$67.4M0.11%
180DOUBLEVERIFY HLDGS INCDV2,232,690$67.3M0.11%
181AIR PRODS & CHEMS INCAIIR231,828$66.6M0.11%
182MONSTER BEVERAGE CORP NEWMNST1,232,536$66.6M0.11%
183THERMO FISHER SCIENTIFIC INCTMO115,123$66.4M0.11%
184LIGHTSPEED COMMERCE INCLSPD4,313,990$65.6M0.11%
185OMNICOM GROUP INCOMC691,189$65.2M0.11%
186DOLLAR TREE INCDLTR445,377$63.9M0.11%
187THE CIGNA GROUP125523100249,915$63.9M0.11%
188PAPA JOHNS INTL INC698813102849,072$63.6M0.10%
189CONSTELLATION ENERGY CORPCEG802,769$63.0M0.10%
190CABLE ONE INCCABO89,104$62.6M0.10%
191META PLATFORMS INCMETA294,400$62.4M0.10%
192RADWARE LTDRDWR2,888,623$62.2M0.10%
193MARVELL TECHNOLOGY INCMRVL1,430,472$61.9M0.10%
194KROGER COKR1,238,956$61.2M0.10%
195SAREPTA THERAPEUTICS INCSRPT438,166$60.4M0.10%
196NVENT ELECTRIC PLCNVT1,389,395$59.7M0.10%
197NORTHROP GRUMMAN CORPNOC128,429$59.3M0.10%
198TYSON FOODS INCTSN977,437$58.0M0.10%
199WASHINGTON FED INCWAFDP1,880,012$56.6M0.09%
200SPDR S&P 500 ETF TRSPY135,900$55.6M0.09%
201VAIL RESORTS INCMTN237,241$55.4M0.09%
202GENTEX CORPGNTX1,976,668$55.4M0.09%
203NEWS CORP NEWNWSLL3,196,592$55.2M0.09%
204EXPEDITORS INTL WASH INC302130109501,131$55.2M0.09%
205IAC INCIAC1,045,482$53.9M0.09%
206VIEWRAY INC92672L10715,484,750$53.6M0.09%
207CENTENE CORP DELCNC844,808$53.4M0.09%
208ALKERMES PLCALKS1,894,058$53.4M0.09%
209M & T BK CORP55261F104440,504$52.7M0.09%
210PUBLIC STORAGEPSA-PS174,300$52.7M0.09%
211OTIS WORLDWIDE CORPOTIS622,048$52.5M0.09%
212MACOM TECH SOLUTIONS HLDGS I55405Y100739,545$52.4M0.09%
213MADRIGAL PHARMACEUTICALS INCMDGL215,770$52.3M0.09%
214MYRIAD GENETICS INCMYGN2,206,858$51.3M0.08%
215LEGEND BIOTECH CORPLEGN1,050,423$50.7M0.08%
216FIFTH THIRD BANCORPFITBM1,834,916$48.9M0.08%
217DESCARTES SYS GROUP INC249906108605,635$48.9M0.08%
218MCKESSON CORPMCK135,408$48.2M0.08%
219MOELIS & COMC1,212,066$46.6M0.08%
220BORGWARNER INCBWA945,089$46.4M0.08%
221CLEARWATER ANALYTICS HLDGS ICWAN2,805,004$44.8M0.07%
222SYSCO CORPSYY578,795$44.7M0.07%
223CHECK POINT SOFTWARE TECH LTM22465104341,539$44.4M0.07%
224RXSIGHT INCRXST2,646,641$44.1M0.07%
225MASTERCARD INCORPORATEDMA114,660$41.7M0.07%
226GRAB HOLDINGS LIMITEDGRABW13,716,909$41.3M0.07%
227KANZHUN LIMITEDBZ2,136,795$40.7M0.07%
228CHEGG INCCHGG2,474,157$40.3M0.07%
229SHOALS TECHNOLOGIES GROUP INSHLS1,756,603$40.0M0.07%
230NETAPP INCNTAP621,168$39.7M0.07%
231MONDAY COM LTDMNDY277,395$39.6M0.07%
232BLOCK H & R INCBSQKZ1,078,484$38.0M0.06%
233PAYCOR HCM INC70435P1021,332,049$35.3M0.06%
234COREBRIDGE FINL INC21871X1092,191,325$35.1M0.06%
235OPTION CARE HEALTH INCOPCH1,083,503$34.4M0.06%
236NORTHERN TR CORPNTRSO388,080$34.2M0.06%
237PENUMBRA INCPEN121,907$34.0M0.06%
238COMERICA INC200340107754,371$32.8M0.05%
239NIKE INCNKE266,394$32.7M0.05%
240JONES LANG LASALLE INCJLL224,232$32.6M0.05%
241AMERICAN TOWER CORP NEW03027X100159,599$32.6M0.05%
242AVIDITY BIOSCIENCES INC05370A1081,905,321$29.2M0.05%
243AVID BIOSERVICES INC05368M1061,508,055$28.3M0.05%
244LANTHEUS HLDGS INCLNTH322,816$26.7M0.04%
245LILLY ELI & COLLY77,523$26.6M0.04%
246INSPIRE MED SYS INC457730109111,641$26.1M0.04%
247FIBROGEN INC31572Q8081,351,230$25.2M0.04%
248SPROUT SOCIAL INCSPT410,906$25.0M0.04%
249ADVANCED DRAIN SYS INC DEL00790R104285,198$24.0M0.04%
250BIOCRYST PHARMACEUTICALS INCBCRX2,837,924$23.7M0.04%
251LESLIES INC5270641092,049,100$22.6M0.04%
252FRESHPET INCFRPT333,744$22.1M0.04%
253IOVANCE BIOTHERAPEUTICS INCIOVA3,568,706$21.8M0.04%
254AMBARELLA INCAMBA247,980$19.2M0.03%
255ESTABLISHMENT LABS HLDGS INCESTA276,001$18.7M0.03%
256STAAR SURGICAL COSTAA291,203$18.6M0.03%
257CHENIERE ENERGY INCLNG117,914$18.6M0.03%
258AXALTA COATING SYS LTDAXTA599,554$18.2M0.03%
259LIBERTY MEDIA CORP DELFWONB646,200$18.2M0.03%
260LIBERTY MEDIA CORP DELFWONB642,333$18.0M0.03%
261OLO INC68134L1092,114,805$17.3M0.03%
262CROCS INCCROX135,981$17.2M0.03%
263HASHICORP INC418100103568,931$16.7M0.03%
264ZOETIS INCZTS99,671$16.6M0.03%
265IDEXX LABS INC45168D10432,573$16.3M0.03%
266CHART INDS INC16115Q308129,737$16.3M0.03%
267PACIFIC BIOSCIENCES CALIF IN69404D1081,303,776$15.1M0.02%
268HARLEY DAVIDSON INCHOG381,942$14.5M0.02%
269LIBERTY BROADBAND CORPLBRDP174,247$14.2M0.02%
270ARAMARKARMK364,900$13.1M0.02%
271PROCORE TECHNOLOGIES INCPCOR208,190$13.0M0.02%
272SEAGEN INCSE62,500$12.7M0.02%
273DESPEGAR COM CORPG273581032,045,668$12.6M0.02%
274IMMUNOGEN INC45253H1013,181,379$12.2M0.02%
275GITLAB INCGTLB321,159$11.0M0.02%
276CARRIER GLOBAL CORPORATIONCARR236,210$10.8M0.02%
277U HAUL HOLDING COMPANYUHAL-B169,508$10.1M0.02%
278DENALI THERAPEUTICS INCDNLI423,665$9.8M0.02%
279NATERA INCNTRA174,299$9.7M0.02%
280CREDICORP LTDBAP72,674$9.6M0.02%
281JOHN BEAN TECHNOLOGIES CORPJBTM85,953$9.4M0.02%
282ICICI BANK LIMITEDIBN432,438$9.3M0.02%
283INTERCONTINENTAL EXCHANGE IN45866F10487,810$9.2M0.02%
284AKERO THERAPEUTICS INC00973Y108237,863$9.1M0.01%
285SHIFT4 PMTS INC82452J109119,253$9.0M0.01%
286INTUITIVE SURGICAL INCISRG33,176$8.5M0.01%
287MORNINGSTAR INCMORN40,350$8.2M0.01%
288TJX COS INC NEW872540109102,291$8.0M0.01%
289STRYKER CORPORATIONSYK27,637$7.9M0.01%
290H WORLD GROUP LTDHWLDF157,329$7.7M0.01%
291IVERIC BIO INC46583P102311,121$7.6M0.01%
292GLOBANT S AGLOB45,199$7.4M0.01%
293DARLING INGREDIENTS INCDAR124,669$7.3M0.01%
294LOMA NEGRA C I A S A MTN 1454150E104909,579$6.3M0.01%
295BAIDU INCBAIDF41,220$6.2M0.01%
296MAXCYTE INCMXCT1,240,596$6.1M0.01%
297LUFAX HOLDING LTDLU2,834,620$5.8M0.01%
298KINGSOFT CLOUD HLDGS LTDKCLHF632,826$5.6M0.01%
299TWIST BIOSCIENCE CORPTWST344,521$5.2M0.01%
300RELAY THERAPEUTICS INCRLAY294,726$4.9M0.01%
301TRANE TECHNOLOGIES PLCTT23,418$4.3M0.01%
302NOAH HLDGS LTDNOAH255,082$4.2M0.01%
303CHUBB LIMITEDCB21,614$4.2M0.01%
304NIO INCNIOIF374,121$3.9M0.01%
305LUXFER HLDGS PLCLXFR227,018$3.8M0.01%
306PROMETHEUS BIOSCIENCES INC74349U10834,592$3.7M0.01%
307FERGUSON PLC NEWG3421J10624,124$3.2M0.01%
308BEIGENE LTDBEIGF13,186$2.8M0.00%
309MERUS N VN5749R100139,734$2.6M0.00%
310PDD HOLDINGS INCPDD24,148$1.8M0.00%
311BAOZUN INCBZUN191,588$1.2M0.00%
312ISHARES TR46428952920,291$834,1630.00%
313INFOSYS LTDINFY43,074$751,2110.00%
314COCA COLA COKO3,563$221,0130.00%
315BOSTON SCIENTIFIC CORPBSX1,521$184,1020.00%
316CABLE ONE INCCABO87,000$68,6430.00%
317CABLE ONE INCCABO79,000$57,7490.00%
318SPDR S&P 500 ETF TRSPY90$36,8450.00%
319YANDEX N VNBIS1,974,776$00.00%
320OZON HLDGS PLC69269L104298,287$00.00%