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Artisan Partners Asset Management Inc.

All holdings · as of Dec 31, 2025

325 positions

CompanyClassValueShares% of portfolio
Astera Labs, Inc.—$148.98M895,5300.2%
Merck & Co., Inc.—$145.61M1,383,2970.2%
Accenture plc—$145.54M542,4480.2%
LivaNova PLC—$142.46M2,315,3240.2%
NICE Ltd.—$142.06M1,256,7520.2%
Waters Corp—$141.95M373,7080.2%
Reddit, Inc.—$141.86M617,1400.2%
Union Pacific Corp—$140.00M605,2300.2%
NU HLDGS LTD—$139.98M8,361,9550.2%
SLB LIMITED/NV—$139.81M3,642,7160.2%
GRAB HOLDINGS LIMITED—$139.61M27,977,7860.2%
Monolithic Power Systems Inc—$139.45M153,8620.2%
COCA COLA CO—$138.73M1,984,3450.2%
TEXAS INSTRUMENTS INC—$136.27M785,4890.2%
EOG RESOURCES INC—$136.00M1,295,1590.2%
ARM HOLDINGS PLC /UKARMADR$135.89M1,243,1370.2%
Alibaba Group Holding LtdBABAADR$134.75M919,3120.2%
HDFC BANK LTDHDBADR$134.54M3,682,0470.2%
MODINE MANUFACTURING CO—$134.26M1,005,6480.2%
Zscaler, Inc.—$133.50M593,5450.2%
NXP Semiconductors N.V.—$133.26M613,9280.2%
Everpure, Inc.—$130.50M1,947,5040.2%
The PNC Financial Services Group, Inc.—$130.36M624,5580.2%
Comcast Corp.—$129.35M4,327,4590.2%
ANALOG DEVICES INC—$128.26M472,9350.2%
Booking Holdings Inc—$128.24M23,9470.2%
FAIR ISAAC CORP—$127.85M75,6230.2%
INGERSOLL-RAND INC—$126.05M1,591,1390.2%
Medtronic plc—$122.87M1,279,1420.2%
COHERENT CORP—$122.56M664,0540.2%
CARVANA CO.—$122.45M290,1420.2%
CCC Intelligent Solutions Holdings Inc.—$120.85M15,201,7660.2%
WESCO INTERNATIONAL INC—$116.81M477,4850.2%
Cloudflare, Inc.—$116.04M588,5980.2%
MADRIGAL PHARMACEUTICALS, INC.—$115.71M198,6930.2%
Diamondback Energy, Inc.—$113.18M752,9040.2%
Walt Disney Co—$112.30M987,0830.2%
Ares Management Corporation—$110.33M682,6010.2%
Vistra Corp.—$110.23M683,2280.2%
Coinbase Global, Inc.—$106.73M471,9450.2%
Morgan Stanley—$105.53M594,4310.2%
Waystar Holding Corp.—$103.64M3,164,5460.2%
CADENCE DESIGN SYSTEMS INC—$102.56M328,1180.2%
TopBuild Corp—$101.45M243,1740.2%
Edwards Lifesciences Corp—$99.46M1,166,7150.2%
VEEVA SYSTEMS INC—$99.40M445,2710.2%
Teledyne Technologies Inc—$98.09M192,0670.2%
SYNOPSYS INC—$97.40M207,3490.2%
CME Group Inc—$95.98M351,4870.1%
VSE CORP—$95.93M555,2550.1%
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