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Artisan Partners Asset Management Inc.

All holdings · as of Dec 31, 2025

325 positions

CompanyClassValueShares% of portfolio
CAPITAL ONE FINANCIAL CORP—$306.86M1,266,1530.5%
Williams Cos Inc/The—$306.86M5,104,9610.5%
LINDE PLC—$305.15M715,6540.5%
CNH Industrial N.V.—$293.41M31,822,9530.5%
Eaton Corp plc—$292.28M917,6550.5%
LIVE NATION ENTERTAINMENT INC—$284.03M1,993,2200.4%
LATTICE SEMICONDUCTOR CORP—$281.95M3,831,8650.4%
Somnigroup International Inc—$274.32M3,072,6100.4%
WELLS FARGO & COMPANY/MN—$273.32M2,932,6000.4%
iRhythm Holdings, Inc.—$268.29M1,511,9920.4%
RBC Bearings Inc—$267.74M597,0690.4%
VERACYTE INC—$263.67M6,263,0410.4%
APi Group Corp—$253.95M6,637,5780.4%
BOSTON SCIENTIFIC CORP—$244.99M2,569,3760.4%
Liberty Media Corp-Liberty Formula One—$235.76M2,393,2150.4%
US Foods Holding Corp.—$235.57M3,127,6010.4%
CARRIER GLOBAL Corp—$232.22M4,394,7380.4%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$231.90M763,0890.4%
CRH PUBLIC LTD CO—$223.88M1,793,8880.3%
MICROSOFT CORP—$214.42M443,3560.3%
MACOM Technology Solutions Holdings, Inc.—$213.54M1,246,7230.3%
Guidewire Software, Inc.—$213.27M1,060,9680.3%
Comfort Systems USA Inc—$201.79M216,2110.3%
Wingstop Inc.—$197.54M828,2830.3%
FTAI Aviation Ltd—$197.01M1,000,8120.3%
AMER SPORTS INC—$194.76M5,214,4390.3%
Medline Inc.—$192.85M4,591,5880.3%
MAKEMYTRIP LIMITED MAURITIUS—$190.70M2,322,2040.3%
BWX Technologies, Inc.—$189.24M1,094,9140.3%
Insulet Corp—$187.33M659,0570.3%
ROBLOX Corp—$185.75M2,292,3400.3%
Twist Bioscience Corp—$184.93M5,830,2050.3%
Penumbra Inc—$184.72M594,1120.3%
Airbnb, Inc.—$184.17M1,356,9630.3%
Alphabet Inc.—$182.43M581,3430.3%
TYLER TECHNOLOGIES, INC.—$181.21M399,1770.3%
CrowdStrike Holdings, Inc.—$180.23M384,4900.3%
MongoDB, Inc.—$179.84M428,4950.3%
VIKING HOLDINGS LTD—$178.72M2,502,6970.3%
THE GOLDMAN SACHS GROUP, INC.—$177.69M202,1530.3%
HUMANA INC—$175.39M684,7780.3%
THERMO FISHER SCIENTIFIC INC.—$174.37M300,9310.3%
BANK OF AMERICA CORP /DE—$172.98M3,145,0270.3%
ServiceTitan, Inc.—$172.25M1,617,3530.3%
GENERAL ELECTRIC CO—$170.91M554,8470.3%
Salesforce Inc—$161.84M610,9380.3%
Philip Morris International Inc.—$161.19M1,004,9080.3%
United Parcel Service Inc—$153.45M1,546,9910.2%
PARSONS CORPPSNCommon Stock$153.09M2,477,1590.2%
AUTOZONE INC—$151.23M44,5920.2%
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