Artisan Partners Limited Partnership

$62.3B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1466153 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $62.3B
ALL retained default holdings for this (filer, period), including NULL-value ones: 334
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 43
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 50

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:16902` · issuer key `iss:2033` ORD	TRIM	−$54.2M	−581,689	$2.2B	$2.2B	23,247,700	22,666,011
position key `pos:18104` · issuer key `iss:233` COM	ADD	+$122M	+716,039	$1.7B	$1.8B	14,759,534	15,475,573
position key `pos:16131` · issuer key `iss:1632` COM	ADD	−$79.0M	+244,712	$1.7B	$1.6B	17,206,336	17,451,048
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	TRIM	−$162M	−60,023	$1.8B	$1.6B	5,680,236	5,620,213
position key `pos:15047` · issuer key `iss:135` COM	ADD	−$263M	+94,424	$1.8B	$1.5B	5,032,751	5,127,175
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$282M	+76,566	$1.7B	$1.4B	4,517,317	4,593,883
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$251M	−67,726	$1.6B	$1.3B	2,410,398	2,342,672
position key `pos:15168` · issuer key `iss:456` COM NEW	TRIM	−$52.0M	−122,294	$1.4B	$1.3B	11,620,256	11,497,962
position key `pos:11265` · issuer key `iss:2258` SHS	TRIM	+$124M	−180,186	$1.2B	$1.3B	5,699,823	5,519,637
position key `pos:11205` · issuer key `iss:255` CL B NEW	ADD	−$59.7M	+2,703	$1.3B	$1.2B	2,602,953	2,605,656
position key `pos:18253` · issuer key `iss:1731` COM	TRIM	−$315M	−15,556,186	$1.5B	$1.1B	32,818,241	17,262,055
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$62.5M	+800,114	$1.1B	$1.1B	4,618,514	5,418,628
position key `pos:13728` · issuer key `iss:2247` SHS	ADD	−$36.7M	+324,971	$1.1B	$1.1B	3,461,646	3,786,617
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	−$286M	−2,921,363	$1.4B	$1.1B	7,951,029	5,029,666
position key `pos:17260` · issuer key `iss:165` SPONSORED ADR	TRIM	−$406M	−288,960	$1.5B	$1.1B	1,756,942	1,467,982
position key `pos:14207` · issuer key `iss:973` COM PAR $.01	ADD	+$224M	+1,683,552	$843M	$1.1B	4,843,749	6,527,301
position key `pos:11683` · issuer key `iss:1491` COM	ADD	−$31.5M	+536,010	$1.1B	$1.0B	4,672,994	5,209,004
position key `pos:15581` · issuer key `iss:2131` SHS	ADD	−$336M	+1,404,968	$1.3B	$916M	6,873,977	8,278,945
position key `pos:16495` · issuer key `iss:1005` COM	ADD	+$103M	+1,687,480	$760M	$863M	3,371,385	5,058,865
position key `pos:15708` · issuer key `iss:1187` COM	ADD	+$223M	+1,518,031	$623M	$846M	3,357,826	4,875,857
position key `pos:14219` · issuer key `iss:2041` COM	ADD	+$391M	+16,220,271	$406M	$798M	12,575,932	28,796,203
position key `pos:10665` · issuer key `iss:222` CL A	TRIM	−$15.7M	−4,551,711	$770M	$754M	16,903,794	12,352,083
position key `pos:15965` · issuer key `iss:175` SPONSORED ADR	ADD	+$51.0M	+4,303	$688M	$739M	3,225,885	3,230,188
position key `pos:11956` · issuer key `iss:1317` SPONSORED ADR	TRIM	+$90.4M	−8,179,137	$644M	$734M	99,477,170	91,298,033
position key `pos:10317` · issuer key `iss:1960` COM	TRIM	−$118M	−192,508	$784M	$666M	2,850,401	2,657,893
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$89.4M	+475,561	$546M	$636M	1,579,013	2,054,574
position key `pos:15789` · issuer key `iss:529` CL A	NEW	+$636M	+33,669,665	$0	$636M	—	33,669,665
position key `pos:11788` · issuer key `iss:2269` SHS	ADD	+$67.7M	+331,960	$566M	$633M	974,087	1,306,047
position key `pos:10743` · issuer key `iss:1088` COM	TRIM	+$50.7M	−137,267	$558M	$609M	1,900,509	1,763,242
position key `pos:17386` · issuer key `iss:806` COM	TRIM	+$104M	−73,599	$502M	$606M	768,012	694,413
position key `pos:14227` · issuer key `iss:348` CL A	ADD	−$92.1M	+50,707	$628M	$536M	3,907,289	3,957,996
position key `pos:14354` · issuer key `iss:2031` SHS CL A	ADD	+$136M	+526,724	$394M	$531M	1,117,428	1,644,152
position key `pos:18191` · issuer key `iss:1654` CL A SUB VTG SHS	TRIM	−$190M	−31,129	$707M	$517M	4,393,240	4,362,111
position key `pos:14514` · issuer key `iss:1987` COM	ADD	+$182M	+344,050	$322M	$504M	1,065,294	1,409,344
position key `pos:14310` · issuer key `iss:1626` COM	TRIM	−$18.0M	−74,355	$502M	$484M	6,647,378	6,573,023
position key `pos:12681` · issuer key `iss:2154` SHS	ADD	+$152M	+206,316	$305M	$457M	715,654	921,970
position key `pos:13027` · issuer key `iss:1636` SPONSORD ADS	ADD	−$176M	+497,729	$620M	$443M	4,856,734	5,354,463
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$123M	+550,499	$316M	$439M	1,723,710	2,274,209
position key `pos:16440` · issuer key `iss:637` COM	ADD	+$317M	+4,034,429	$99.5M	$417M	1,166,715	5,201,144
position key `pos:17467` · issuer key `iss:1751` SPONSORED ADS	ADD	+$171M	+429,068	$232M	$403M	763,089	1,192,157
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$14.7M	+214,937	$351M	$366M	1,883,108	2,098,045
position key `pos:18039` · issuer key `iss:1025` COM	ADD	+$343M	+1,170,733	$15.4M	$358M	47,918	1,218,651
position key `pos:10661` · issuer key `iss:2286` SHS	TRIM	+$51.3M	−489,140	$293M	$345M	31,822,953	31,333,813
position key `pos:12493` · issuer key `iss:1772` COM	ADD	+$67.9M	+1,556,715	$274M	$342M	3,072,610	4,629,325
position key `pos:15560` · issuer key `iss:1973` COM	TRIM	+$29.5M	−483,096	$307M	$336M	5,104,961	4,621,865
position key `pos:17015` · issuer key `iss:1565` CL A	ADD	+$143M	+3,520,058	$186M	$329M	2,292,340	5,812,398
position key `pos:16058` · issuer key `iss:118` COM	TRIM	−$52.6M	−83,497	$378M	$325M	1,118,682	1,035,185
position key `pos:14060` · issuer key `iss:47` COM	ADD	−$13.6M	+13,928	$327M	$314M	1,527,275	1,541,203
position key `pos:13036` · issuer key `iss:1530` COM	TRIM	+$45.2M	−20,844	$268M	$313M	597,069	576,225
position key `pos:17935` · issuer key `iss:599` CL A	ADD	−$73.4M	+372,728	$384M	$311M	1,695,291	2,068,019
position key `pos:17149` · issuer key `iss:1835` COM	ADD	+$118M	+537,572	$185M	$303M	5,830,205	6,367,777
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF PUT	NEW	+$303M	+1,220,000	$0	$303M	—	1,220,000
position key `pos:15737` · issuer key `iss:1247` CL A	ADD	+$121M	+798,675	$180M	$300M	428,495	1,227,170
position key `pos:15409` · issuer key `iss:1212` COM CL A	ADD	+$102M	+2,037,855	$193M	$295M	4,591,588	6,629,443
position key `pos:11570` · issuer key `iss:1599` TR UNIT PUT	NEW	+$293M	+450,000	$0	$293M	—	450,000
position key `pos:17974` · issuer key `iss:488` COM	TRIM	+$85.3M	−8,034	$202M	$287M	216,211	208,177
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$69.4M	−70,227	$349M	$279M	994,743	924,516
position key `pos:15974` · issuer key `iss:1099` COM	TRIM	−$3.3M	−827,683	$282M	$279M	3,831,865	3,004,182
position key `pos:15714` · issuer key `iss:1865` COM	TRIM	+$42.9M	−107,397	$236M	$278M	3,127,601	3,020,204
position key `pos:14555` · issuer key `iss:1996` COM	TRIM	−$166M	−939,244	$438M	$272M	3,214,458	2,275,214
position key `pos:13556` · issuer key `iss:2208` SHS	TRIM	−$180M	−5,849,388	$442M	$262M	13,277,925	7,428,537
position key `pos:11066` · issuer key `iss:15` COM STK	TRIM	+$3.2M	−290,151	$254M	$257M	6,637,578	6,347,427
position key `pos:16278` · issuer key `iss:390` COM	ADD	−$61.5M	+78,695	$307M	$245M	1,266,153	1,344,848
position key `pos:10534` · issuer key `iss:1213` COM	TRIM	−$68.8M	−14,137	$313M	$244M	155,395	141,258
position key `pos:16514` · issuer key `iss:1163` COM	TRIM	+$19.0M	−199,564	$214M	$233M	1,246,723	1,047,159
position key `pos:11584` · issuer key `iss:403` COM	TRIM	−$8.5M	−421,644	$232M	$224M	4,394,738	3,973,094
position key `pos:15863` · issuer key `iss:1123` COM	ADD	+$167M	+189,860	$53.9M	$221M	50,178	240,038
position key `pos:12280` · issuer key `iss:218` COM	TRIM	+$27.4M	−35,705	$189M	$217M	1,094,914	1,059,209
position key `pos:10427` · issuer key `iss:1241` COM	TRIM	+$79.8M	−17,755	$134M	$214M	1,005,648	987,893
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$76.9M	+171,846	$128M	$205M	472,935	644,781
position key `pos:17839` · issuer key `iss:2093` SHS	TRIM	−$94.5M	−364,645	$292M	$198M	917,655	553,010
position key `pos:11796` · issuer key `iss:1134` COM	TRIM	−$88.2M	−708,865	$284M	$196M	1,993,220	1,284,355
position key `pos:11938` · issuer key `iss:834` COM	ADD	+$17.0M	+28,022	$178M	$195M	202,153	230,175
position key `pos:12367` · issuer key `iss:1627` COM STK	ADD	+$54.7M	+143,143	$140M	$195M	3,642,716	3,785,859
position key `pos:12449` · issuer key `iss:621` COM	ADD	+$57.6M	+43,790	$136M	$194M	1,295,159	1,338,949
position key `pos:17983` · issuer key `iss:799` COM	ADD	+$139M	+680,061	$53.0M	$192M	204,838	884,899
position key `pos:16732` · issuer key `iss:734` COM	ADD	+$157M	+3,381,775	$31.5M	$188M	672,607	4,054,382
position key `pos:11688` · issuer key `iss:1955` COM	TRIM	−$89.0M	−617,803	$273M	$184M	2,932,600	2,314,797
position key `pos:14426` · issuer key `iss:1118` COM LBTY ONE S C	TRIM	−$53.8M	−253,233	$236M	$182M	2,393,215	2,139,982
position key `pos:16764` · issuer key `iss:1837` COM	ADD	+$376K	+131,176	$181M	$182M	399,177	530,353
position key `pos:14904` · issuer key `iss:1899` COM	TRIM	−$86.6M	−766,671	$264M	$177M	6,263,041	5,496,370
position key `pos:14429` · issuer key `iss:923` COM PUT	NEW	+$175M	+760,000	$0	$175M	—	760,000
position key `pos:15198` · issuer key `iss:1445` COM	ADD	+$11.0M	+36,208	$161M	$172M	1,004,908	1,041,116
position key `pos:10729` · issuer key `iss:862` COM	ADD	−$42.0M	+84,272	$213M	$171M	1,060,968	1,145,240
position key `pos:12344` · issuer key `iss:946` COM	TRIM	−$97.1M	−61,085	$268M	$171M	1,511,992	1,450,907
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$15.9M	−817	$182M	$167M	581,343	580,526
position key `pos:14865` · issuer key `iss:1248` COM	TRIM	+$25.5M	−2,989	$139M	$165M	153,862	150,873
position key `pos:15107` · issuer key `iss:2241` ORD SHS	TRIM	−$18.7M	−325,472	$179M	$160M	2,502,697	2,177,225
position key `pos:11276` · issuer key `iss:1947` COM	ADD	+$17.3M	+160,868	$142M	$159M	373,708	534,576
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$22.3M	+31,150	$136M	$159M	785,489	816,639
position key `pos:14816` · issuer key `iss:2028` COM SHS	TRIM	−$38.8M	−475,941	$195M	$156M	5,214,439	4,738,498
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$261M	−920,554	$417M	$156M	1,533,380	612,826
position key `pos:17724` · issuer key `iss:576` COM	ADD	+$41.4M	+28,537	$113M	$155M	752,904	781,441
position key `pos:11517` · issuer key `iss:1003` COM	ADD	+$61.1M	+876,892	$93.5M	$155M	1,181,416	2,058,308
position key `pos:15125` · issuer key `iss:1798` COM	ADD	−$20.6M	+11,891	$174M	$154M	300,931	312,822
position key `pos:14191` · issuer key `iss:1855` COM	ADD	+$12.1M	+21,733	$140M	$152M	605,230	626,963
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$13.3M	+184,601	$162M	$149M	610,938	795,539
position key `pos:17429` · issuer key `iss:2052` SHS CLASS A	ADD	+$1.6M	+199,755	$146M	$147M	542,448	742,203
position key `pos:17234` · issuer key `iss:981` COM	ADD	−$41.9M	+33,917	$187M	$145M	659,057	692,974
position key `pos:16072` · issuer key `iss:1370` COM	TRIM	−$305M	−1,330,221	$447M	$142M	2,294,045	963,824

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 4

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:5ac3c373c416682603386589937a93a1` · issuer key `cusip6:53680Q` NOTE 1.750% 1/1 PRN	NO CHANGE	+$277K	$5.0M	$5.3M	5,485,000	5,485,000
position key `sid:sec:prov:f628a9918abab463c75c9db7394ef08b` · issuer key `cusip6:500631` SPONSORED ADR	NO CHANGE	−$320K	$2.4M	$2.0M	142,443	142,443
position key `sid:sec:prov:39c23ec67b279c46b63d54ed5b65f4d5` · issuer key `cusip6:464289` INDIA 50 ETF	NO CHANGE	−$59.8K	$418K	$358K	8,480	8,480
position key `sid:sec:prov:0bb1e13c7096a32bdd134768b8b477da` · issuer key `cusip6:573331` UNIT L P INT	NO CHANGE	+$17.2K	$300K	$317K	114,935	114,935

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 326 issuers · $62.3B disclosed value over 334 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARCH CAP GROUP LTD · ORD CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$2.2B

22,666,011

3.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK NEW YORK MELLON CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.8B

15,475,573

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows Artisan Partners Limited Partnership reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$1.6B	5,620,213
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$167M	580,526

$1.8B

6,200,739

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.6B

17,451,048

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELEVANCE HEALTH INC FORMERLY · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.5B

5,127,175

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.4B

4,593,883

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.3B

2,342,672

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC · COM NEW CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.3B

11,497,962

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GARMIN LTD · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.3B

5,519,637

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.2B

2,605,656

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SUNCOR ENERGY INC NEW · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.1B

17,262,055

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.1B

5,418,628

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIS TOWERS WATSON PLC LTD · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.1B

3,786,617

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.1B

5,029,666

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARGENX SE · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.1B

1,467,982

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INSMED INC · COM PAR $.01 CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.1B

6,527,301

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROGRESSIVE CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$1.0B

5,209,004

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ICON PLC · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$916M

8,278,945

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IQVIA HLDGS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$863M

5,058,865

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$846M

4,875,857

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AXALTA COATING SYS LTD · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$798M

28,796,203

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BAKER HUGHES COMPANY · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$754M

12,352,083

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASCENDIS PHARMA A/S · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$739M

3,230,188

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOKIA CORP · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$734M

91,298,033

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WEST PHARMACEUTICAL SVSC INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$666M

2,657,893

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$636M

2,054,574

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COUPANG INC · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$636M

33,669,665

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPOTIFY TECHNOLOGY S A · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$633M

1,306,047

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$609M

1,763,242

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$606M

694,413

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CBRE GROUP INC · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$536M

3,957,996

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AON PLC · SHS CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$531M

1,644,152

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHOPIFY INC · CL A SUB VTG SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$517M

4,362,111

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WOODWARD INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$504M

1,409,344

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TAIWAN SEMICONDUCTOR MANUFAC

2 positions · 2 reported rows

Rows Artisan Partners Limited Partnership reported for TAIWAN SEMICONDUCTOR MANUFAC, as it reported them
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — src ↗	$403M	1,192,157
TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · CALL CUSIP — src ↗	$89.7M	265,500

$493M

1,457,657

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHEIN HENRY INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$484M

6,573,023

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LINDE PLC · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$457M

921,970

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEA LTD · SPONSORD ADS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$443M

5,354,463

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$439M

2,274,209

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EDWARDS LIFESCIENCES CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$417M

5,201,144

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$366M

2,098,045

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$358M

1,218,651

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CNH INDL N V · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$345M

31,333,813

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SOMNIGROUP INTERNATIONAL INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$342M

4,629,325

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WILLIAMS COS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$336M

4,621,865

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROBLOX CORP · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$329M

5,812,398

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CENCORA INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$325M

1,035,185

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$314M

1,541,203

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RBC BEARINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$313M

576,225

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOORDASH INC · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$311M

2,068,019

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TWIST BIOSCIENCE CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$303M

6,367,777

0.5%

—

ISHARES TR

2 positions · 2 reported rows

Rows Artisan Partners Limited Partnership reported for ISHARES TR, as it reported them
ISHARES TR · RUSSELL 2000 ETF · PUT CUSIP — src ↗	$303M	1,220,000
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$1.4K	11

ticker not yet mapped

$303M

1,220,011

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONGODB INC · CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$300M

1,227,170

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MEDLINE INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$295M

6,629,443

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT · PUT CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$293M

450,000

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WELLS FARGO & CO

2 positions · 2 reported rows

Rows Artisan Partners Limited Partnership reported for WELLS FARGO & CO, as it reported them
WELLS FARGO & CO · COM CUSIP — src ↗	$184M	2,314,797
WELLS FARGO & CO · COM · CALL CUSIP — src ↗	$107M	1,344,000

$291M

3,658,797

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMFORT SYS USA INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$287M

208,177

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$279M

924,516

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LATTICE SEMICONDUCTOR CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$279M

3,004,182

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

US FOODS HLDG CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$278M

3,020,204

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XYLEM INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$272M

2,275,214

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SENSATA TECHNOLOGIES HLDG PL · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$262M

7,428,537

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

API GROUP CORP · COM STK CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$257M

6,347,427

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$245M

1,344,848

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCADOLIBRE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$244M

141,258

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MACOM TECH SOLUTIONS HLDGS I · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$233M

1,047,159

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARRIER GLOBAL CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$224M

3,973,094

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$221M

240,038

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BWX TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$217M

1,059,209

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MODINE MFG CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$214M

987,893

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOWMET AEROSPACE INC

2 positions · 2 reported rows

Rows Artisan Partners Limited Partnership reported for HOWMET AEROSPACE INC, as it reported them
HOWMET AEROSPACE INC · COM · PUT CUSIP — src ↗	$175M	760,000
HOWMET AEROSPACE INC · COM CUSIP — src ↗	$34.3M	148,806

$209M

908,806

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$205M

644,781

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$198M

553,010

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIVE NATION ENTERTAINMENT IN · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$196M

1,284,355

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$195M

230,175

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SLB LIMITED · COM STK CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$195M

3,785,859

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EOG RES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$194M

1,338,949

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GALLAGHER ARTHUR J & CO · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$192M

884,899

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIFTH THIRD BANCORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$188M

4,054,382

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LIBERTY MEDIA CORP DEL · COM LBTY ONE S C CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$182M

2,139,982

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TYLER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$182M

530,353

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERACYTE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$177M

5,496,370

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$172M

1,041,116

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GUIDEWIRE SOFTWARE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$171M

1,145,240

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IRHYTHM HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$171M

1,450,907

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONOLITHIC PWR SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$165M

150,873

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VIKING HOLDINGS LTD · ORD SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$160M

2,177,225

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WATERS CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$159M

534,576

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$159M

816,639

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMER SPORTS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$156M

4,738,498

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$156M

612,826

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DIAMONDBACK ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$155M

781,441

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IONIS PHARMACEUTICALS INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$155M

2,058,308

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$154M

312,822

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$152M

626,963

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$149M

795,539

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ACCENTURE PLC IRELAND · SHS CLASS A CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$147M

742,203

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INSULET CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$145M

692,974

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP · COM CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$142M

963,824

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED PARCEL SVCS INC · CL B CUSIP —
2026-03-31 filed 2026-05-13 +43d

src ↗

$139M

1,417,333

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 46.9%below median 80.0%
Concentration index: 118 bpsbelow median 446 bps
Positions with value: 334 / 334median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 46.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 118 · QoQ moves: 384

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Artisan Partners Limited Partnership's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).