StockDriftsStockDriftsTop 50 Artisan Partners Limited Partnership Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | 3.42% | 21.60M | $2.10B | -4.72%(-1.07M) | $18.21(+442.11%) | 2026-06-30 | |
| BK | BANK OF NY MELLON CORP | 3.23% | 13.69M | $1.98B | -11.56%(-1.79M) | $38.86(+270.04%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.23% | 5.53M | $1.98B | -1.53%(-86.09K) | $61.42(+461.22%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 2.89% | 4.58M | $1.77B | -10.65%(-545.95K) | $340.40(+16.50%) | 2026-06-30 | |
| SCHW | SCHWAB CHARLES CORP | 2.85% | 18.93M | $1.75B | +8.48%(+1.48M) | $67.30(+65.26%) | 2026-06-30 | |
| C | CITIGROUP INC | 2.59% | 11.36M | $1.59B | -1.24%(-142.54K) | $51.60(+171.61%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 2.49% | 4.52M | $1.53B | -1.59%(-72.84K) | $109.25(+211.03%) | 2026-06-30 | |
| ICLR | ICON PUB LTD CO | 2.45% | 8.64M | $1.50B | +4.32%(+357.46K) | $173.93(-4.04%) | 2026-06-30 | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 2.36% | 5.54M | $1.45B | +46.33%(+1.75M) | $249.42(+32.95%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.36% | 2.89M | $1.45B | +11.05%(+287.94K) | $223.45(+124.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.88% | +81.04% | +11.70% | +73.85% |
| Top 20 Holdings Unweighted | +23.02% | +86.19% | +12.86% | +83.08% |
Artisan Partners Limited Partnership reports $63.08B in US-listed equity holdings across 328 positions in its most recent 13F filing. Its largest disclosed positions are ACGL (3.4%), BK (3.2%) and GOOGL (3.2%). The top 20 holdings account for 46% of reported assets. Its disclosed equity book has returned +81.04% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Artisan Partners Limited Partnership’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1466153). View Artisan Partners Limited Partnership’s 13F filings on SEC