申报分析
Artisan Partners Limited Partnership
13F-HR · 期间 Q2 2026 · 已申报 Aug 13, 2026
$63.08B13F报告持仓市值
341持仓明细
+43新增
98已增持
183减持
−43已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| STM STMicroelectronics N.V. | $209.51M | 0.3% |
| ENTG Entegris, Inc. | $207.24M | 0.3% |
| GLW Corning Inc | $182.71M | 0.3% |
| CFG Citizens Financial Group, Inc. | $139.38M | 0.2% |
| NOW ServiceNow, Inc. | $122.29M | 0.2% |
| CSX CSX Corporation | $119.97M | 0.2% |
| LITE Lumentum Holdings Inc. | $119.92M | 0.2% |
| CHRW C.H. Robinson Worldwide, Inc. | $112.65M | 0.2% |
| SPCX Space Exploration… | $100.98M | 0.2% |
| HLT Hilton Worldwide Holdings Inc. | $91.96M | 0.1% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| LRCX Lam Research Corporation | ▼ Trim | -84.4% | $340.70M |
| ICLR ICON Public Limited Company | ▲ Add | +4.3% | $1.50B |
| SU Suncor Energy Inc. | ▼ Trim | -37.1% | $584.06M |
| INSM Insmed Incorporated | ▼ Trim | -16.6% | $580.20M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +49.1% | $1.21B |
| GOOGL Alphabet Inc. | ▼ Trim | -1.5% | $1.98B |
| WTW Willis Towers Watson Public… | ▲ Add | +46.3% | $1.45B |
| ARGX argenx SE | ▲ Add | +2.8% | $1.40B |
| LHX L3Harris Technologies, Inc. | ▼ Trim | -40.8% | $303.27M |
| SITM SiTime Corporation | ▲ Add | +147.5% | $361.69M |
数据来源: 元数据来源于EDGAR表格索引；分析数据来源于已解析的信息表（本季度最新已接受版本）。非编辑评论，仅为计算字段。