投资组合差异对比
Artisan Partners Limited Partnership
Q1 2026 ⇄ Q2 2026
+43已添加
−44清仓
200已调整规模
3未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| AKAM AKAMAI TECHNOLOGIES INC | 177.41K | 1.45M | +715.9% |
| BSX BOSTON SCIENTIFIC CORP | 44.38K | 288.25K | +549.4% |
| IWP ISHARES TR | 11 | 53 | +381.8% |
| HOOD ROBINHOOD MKTS INC | 949.59K | 2.88M | +203.3% |
| GE GE AEROSPACE | 348.13K | 886.09K | +154.5% |
| SITM SITIME CORP | 196.01K | 485.12K | +147.5% |
| KTOS KRATOS DEFENSE & SEC… | 978.05K | 2.36M | +141.3% |
| HWM HOWMET AEROSPACE INC | 148.81K | 342.76K | +130.3% |
| CRCL CIRCLE INTERNET GROUP… | 250.08K | 563.73K | +125.4% |
| BTG B2GOLD CORP | 195.00K | 430.90K | +121.0% |
| KRMN KARMAN HLDGS INC | 267.57K | 587.70K | +119.6% |
| TW TRADEWEB MKTS INC | 530.80K | 1.15M | +117.0% |
| HTHT H WORLD GROUP LTD | 1.62M | 3.40M | +109.9% |
| GLOB GLOBANT S A | 225.88K | 461.83K | +104.5% |
| VNM VANECK ETF TRUST | 286.97K | 585.12K | +103.9% |
| NOVT NOVANTA INC | 175.97K | 355.77K | +102.2% |
| BKNG BOOKING HOLDINGS INC | 30.73K | 61.92K | +101.5% |
| FRPT FRESHPET INC | 298.91K | 592.73K | +98.3% |
| AS AMER SPORTS INC | 4.74M | 144.08K | -97.0% |
| TXN TEXAS INSTRS INC | 816.64K | 39.59K | -95.2% |
| NXPI NXP SEMICONDUCTORS N V | 642.53K | 40.50K | -93.7% |
| SLB SLB LIMITED | 3.79M | 258.48K | -93.2% |
| GOOG ALPHABET INC | 580.53K | 41.91K | -92.8% |
| EOG EOG RES INC | 1.34M | 100.40K | -92.5% |
| WFC WELLS FARGO & CO | 2.31M | 181.27K | -92.2% |
| ABNB AIRBNB INC | 1.05M | 84.10K | -92.0% |
| UPS UNITED PARCEL SVCS INC | 1.42M | 114.08K | -92.0% |
| FANG DIAMONDBACK ENERGY INC | 781.44K | 63.22K | -91.9% |
| CMCSA COMCAST CORP NEW | 4.48M | 363.11K | -91.9% |
| PNC PNC FINL SVCS GROUP INC | 650.69K | 52.89K | -91.9% |
| MRK MERCK & CO INC | 1.06M | 87.25K | -91.8% |
| BAC BANK OF AMER CORP | 2.86M | 235.44K | -91.8% |
| UNP UNION PAC CORP | 626.96K | 52.20K | -91.7% |
| MS MORGAN STANLEY | 578.80K | 48.44K | -91.6% |
| ACN ACCENTURE PLC IRELAND | 742.20K | 66.89K | -91.0% |
| DIS DISNEY WALT CO | 1.03M | 97.86K | -90.5% |
| TMO THERMO FISHER… | 312.82K | 29.93K | -90.4% |
| CRM SALESFORCE INC | 795.54K | 81.96K | -89.7% |
| PM PHILIP MORRIS INTL INC | 1.04M | 119.53K | -88.5% |
| PH PARKER-HANNIFIN CORP | 124.30K | 15.99K | -87.1% |
| TDY TELEDYNE TECHNOLOGIES… | 186.43K | 347.18K | +86.2% |
| COOK TRAEGER INC | 40.00K | 5.59K | -86.0% |
| LRCX LAM RESEARCH CORP | 5.03M | 786.24K | -84.4% |
| GH GUARDANT HEALTH INC | 814.57K | 1.48M | +81.6% |
| WING WINGSTOP INC | 470.48K | 87.29K | -81.4% |
| FLEX FLEX LTD | 548.31K | 110.99K | -79.8% |
| BAX BAXTER INTL INC | 4.86M | 1.02M | -78.9% |
| SITE SITEONE LANDSCAPE… | 836.98K | 185.94K | -77.8% |
| NWS NEWS CORP NEW | 22 | 38 | +72.7% |
| P EVERPURE INC | 2.10M | 634.30K | -69.8% |
| MDLN MEDLINE INC | 6.63M | 2.01M | -69.7% |
| NVT NVENT ELEC PLC | 441.51K | 137.70K | -68.8% |
| MDB MONGODB INC | 1.23M | 394.18K | -67.9% |
| AMD ADVANCED MICRO DEVICES… | 1.54M | 508.33K | -67.0% |
| STX SEAGATE TECHNOLOGY… | 83.47K | 28.65K | -65.7% |
| ASML ASML HLDG NV | 2.57K | 920 | -64.2% |
| IBP INSTALLED BLDG PRODS INC | 270.61K | 99.30K | -63.3% |
| PODD INSULET CORP | 692.97K | 260.25K | -62.4% |
| COCO VITA COCO CO INC | 1.08M | 417.92K | -61.4% |
| OLLI OLLIES BARGAIN OUTLET… | 462.86K | 179.66K | -61.2% |
| TTAN SERVICETITAN INC | 573.86K | 224.25K | -60.9% |
| AJG GALLAGHER ARTHUR J & CO | 884.90K | 362.66K | -59.0% |
| ARM ARM HOLDINGS PLC | 669.05K | 279.83K | -58.2% |
| CAT CATERPILLAR INC | 149.68K | 62.60K | -58.2% |
| YSS YORK SPACE SYSTEMS INC | 705.75K | 311.43K | -55.9% |
| ADI ANALOG DEVICES INC | 644.78K | 297.85K | -53.8% |
| ALAB ASTERA LABS INC | 560.58K | 274.31K | -51.1% |
| SMTC SEMTECH CORP | 1.56M | 763.92K | -51.0% |
| CPNG COUPANG INC | 33.67M | 50.44M | +49.8% |
| PHG KONINKLIJKE PHILIPS N V | 122.51K | 61.66K | -49.7% |
| CLBT CELLEBRITE DI LTD | 2.19M | 3.27M | +49.5% |
| GKOS GLAUKOS CORP | 607.46K | 309.27K | -49.1% |
| MRSH MARSH & MCLENNAN COS INC | 4.88M | 7.27M | +49.1% |
| BEKE KE HLDGS INC | 3.85M | 2.00M | -48.2% |
| GS GOLDMAN SACHS GROUP INC | 230.18K | 120.47K | -47.7% |
| KC KINGSOFT CLOUD HLDGS LTD | 2.35M | 3.47M | +47.5% |
| WTW WILLIS TOWERS WATSON… | 3.79M | 5.54M | +46.3% |
| AAUC ALLIED GOLD CORP | 25.88K | 37.38K | +44.4% |
| V VISA INC | 924.52K | 517.66K | -44.0% |
| LASR NLIGHT INC | 1.08M | 607.69K | -43.6% |
| PRCT PROCEPT BIOROBOTICS CORP | 1.19M | 682.59K | -42.5% |
| MTN VAIL RESORTS INC | 269.88K | 156.18K | -42.1% |
| HQY HEALTHEQUITY INC | 270.94K | 384.11K | +41.8% |
| NFLX NETFLIX INC. | 364.89K | 517.12K | +41.7% |
| LHX L3HARRIS TECHNOLOGIES… | 1.76M | 1.04M | -40.8% |
| OGE OGE ENERGY CORP | 1.19M | 704.46K | -40.8% |
| CRWD CROWDSTRIKE HLDGS INC | 346.47K | 207.08K | -40.2% |
| KOD KODIAK SCIENCES INC | 690.32K | 968.04K | +40.2% |
| MTSI MACOM TECH SOLUTIONS… | 1.05M | 627.85K | -40.0% |
| STZ CONSTELLATION BRANDS INC | 134.51K | 80.92K | -39.8% |
| BRO BROWN & BROWN INC | 506.72K | 305.22K | -39.8% |
| AUGO AURA MINERALS INC | 22.58K | 13.68K | -39.4% |
| DBVT DBV TECHNOLOGIES S A | 2.22M | 1.37M | -38.1% |
| LAMR LAMAR ADVERTISING CO | 464.72K | 287.61K | -38.1% |
| COMP COMPASS INC | 10.04M | 13.87M | +38.0% |
| AMAT APPLIED MATLS INC | 241.11K | 149.57K | -38.0% |
| GEV GE VERNOVA INC | 694.41K | 433.05K | -37.6% |
| SU SUNCOR ENERGY INC NEW | 17.26M | 10.86M | -37.1% |
| SPXC SPX TECHNOLOGIES INC | 280.34K | 383.68K | +36.9% |
| LLY ELI LILLY & CO | 240.04K | 328.38K | +36.8% |
| FCNCA FIRST CTZNS BANCSHARES… | 28.96K | 18.45K | -36.3% |
| EXPE EXPEDIA GROUP INC | 172.94K | 110.26K | -36.2% |
| MU MICRON TECHNOLOGY INC | 136.70K | 186.07K | +36.1% |
| NWSA NEWS CORP NEW | 1.35M | 859.71K | -36.1% |
| SYY SYSCO CORP | 425.77K | 272.25K | -36.1% |
| NU NU HLDGS LTD | 9.34M | 12.69M | +35.9% |
| NOV NOV INC | 2.55M | 1.63M | -35.9% |
| UHAL U HAUL HOLDING COMPANY | 970.66K | 622.58K | -35.9% |
| ALGN ALIGN TECHNOLOGY INC | 217.16K | 139.33K | -35.8% |
| EXPD EXPEDITORS INTL WASH INC | 135.13K | 86.75K | -35.8% |
| SLGN SILGAN HLDGS INC | 815.98K | 523.94K | -35.8% |
| PSA PUBLIC STORAGE | 110.28K | 70.82K | -35.8% |
| RVTY REVVITY INC | 312.37K | 200.62K | -35.8% |
| FERG FERGUSON ENTERPRISES INC | 130.03K | 83.52K | -35.8% |
| CDW CDW CORP | 285.49K | 183.37K | -35.8% |
| GL GLOBE LIFE INC | 295.97K | 190.11K | -35.8% |
| NNN NNN REIT INC | 917.08K | 589.20K | -35.8% |
| TSN TYSON FOODS INC | 738.71K | 474.62K | -35.8% |
| RAL RALLIANT CORP | 694.28K | 446.11K | -35.7% |
| GPC GENUINE PARTS CO | 332.78K | 214.05K | -35.7% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
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