0000950123-21-005751.txt : 20210511
0000950123-21-005751.hdr.sgml : 20210511
20210511060520
ACCESSION NUMBER: 0000950123-21-005751
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210511
DATE AS OF CHANGE: 20210511
EFFECTIVENESS DATE: 20210511
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Artisan Partners Limited Partnership
CENTRAL INDEX KEY: 0001466153
IRS NUMBER: 300551775
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13578
FILM NUMBER: 21909506
BUSINESS ADDRESS:
STREET 1: 875 E WISCONSIN AVE
STREET 2: STE 800
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
BUSINESS PHONE: (414) 390-6100
MAIL ADDRESS:
STREET 1: 875 E WISCONSIN AVE
STREET 2: STE 800
CITY: MILWAUKEE
STATE: WI
ZIP: 53202
13F-HR
1
primary_doc.xml
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true
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0001466153
XXXXXXXX
03-31-2021
03-31-2021
Artisan Partners Limited Partnership
875 E Wisconsin Ave
Ste 800
Milwaukee
WI
53202
13F HOLDINGS REPORT
028-13578
N
Gregory K. Ramirez
Vice President
414-390-6100
/s/ Gregory K. Ramirez
Milwaukee
WI
05-11-2021
0
346
79092625
false
INFORMATION TABLE
2
form13fInfoTable.xml
INFORMATION TABLE FOR FORM 13F
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COM
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ACCENTURE PLC IRELAND
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ACTIVISION BLIZZARD INC
COM
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ADVANCE AUTO PARTS INC
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COM
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ANALOG DEVICES INC
COM
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ARGENX SE
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COM
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SOLE
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AUTONATION INC
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COM SER 1
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BILIBILI INC
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BIOCRYST PHARMACEUTICALS INC
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COM
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BOEING CO
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CAE INC
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CHECK POINT SOFTWARE TECH LT
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ADS
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CITIGROUP INC
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CLARIVATE PLC
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CL A COM
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SOLE
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CLOUDFLARE INC
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ORD
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243176
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86702
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295149
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22266L106
262387
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SOLE
941220
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22266T109
31710
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SOLE
523382
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119177
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COM
G2519Y108
6543
47912
SH
SOLE
25409
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22503
CREE INC
COM
225447101
196937
1821302
SH
SOLE
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316796
CYBERARK SOFTWARE LTD
SHS
M2682V108
56249
434890
SH
SOLE
372728
0
62162
DANAHER CORPORATION
COM
235851102
733590
3259241
SH
SOLE
2963893
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295348
DARDEN RESTAURANTS INC
COM
237194105
36183
254813
SH
SOLE
254813
0
0
DATADOG INC
CL A COM
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264323
3171627
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32311
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COM
24906P109
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SOLE
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COM
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57540
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SOLE
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DESPEGAR COM CORP
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886
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SOLE
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707218
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133500
723500
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DISNEY WALT CO
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61722
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SH
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COM CL A
233277102
11739
798001
SH
SOLE
670977
0
127024
DRAFTKINGS INC
COM CL A
26142R104
50365
821213
SH
SOLE
784199
0
37014
ELECTRONIC ARTS INC
COM
285512109
115549
853581
SH
SOLE
786442
0
67139
EOG RES INC
COM
26875P101
84706
1167871
SH
SOLE
1167871
0
0
EQUITY COMWLTH
COM SH BEN INT
294628102
54028
1943441
SH
SOLE
1633189
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310252
ESTABLISHMENT LABS HLDGS INC
COM
G31249108
23464
375242
SH
SOLE
318155
0
57087
EVO PMTS INC
CL A COM
26927E104
93353
3392199
SH
SOLE
2849469
0
542730
EXACT SCIENCES CORP
COM
30063P105
356026
2701669
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SOLE
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121273
EXPEDIA GROUP INC
COM NEW
30212P303
995467
5783562
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SOLE
5138893
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644669
EXPEDITORS INTL WASH INC
COM
302130109
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SH
SOLE
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EZCORP INC
NOTE 2.375% 5/0
302301AE6
809
1000000
SH
SOLE
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0
1000000
EZCORP INC
NOTE 2.875% 7/0
302301AF3
858
936000
SH
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0
936000
FABRINET
SHS
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85291
943591
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FACEBOOK INC
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SH
SOLE
3173268
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324784
FACEBOOK INC
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30303M102
163935
556600
SH
Call
SOLE
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0
0
FARFETCH LTD
ORD SH CL A
30744W107
251804
4749224
SH
SOLE
4749224
0
0
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COM
31428X106
477369
1680640
SH
SOLE
1558318
0
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FIDELITY NATL INFORMATION SV
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31620M106
1059565
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SOLE
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FIFTH THIRD BANCORP
COM
316773100
77422
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SOLE
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FIRST REP BK SAN FRANCISCO C
COM
33616C100
255564
1532619
SH
SOLE
1293965
0
238654
FLEXION THERAPEUTICS INC
COM
33938J106
28139
3144016
SH
SOLE
2696182
0
447834
FLOOR & DECOR HLDGS INC
CL A
339750101
91096
954081
SH
SOLE
801319
0
152762
FORTIVE CORP
COM
34959J108
1004520
14220269
SH
SOLE
13444348
0
775921
GENERAC HLDGS INC
COM
368736104
321458
981701
SH
SOLE
937522
0
44179
GENMAB A/S
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372303206
108805
3314182
SH
SOLE
2927461
0
386721
GENTEX CORP
COM
371901109
96965
2718397
SH
SOLE
2282370
0
436027
GLAUKOS CORP
COM
377322102
194210
2313954
SH
SOLE
1956124
0
357830
GLOBAL BLOOD THERAPEUTICS IN
COM
37890U108
47998
1177874
SH
SOLE
1009500
0
168374
GLOBAL PMTS INC
COM
37940X102
929570
4611418
SH
SOLE
4155877
0
455541
GLOBANT S A
COM
L44385109
6571
31649
SH
SOLE
16600
0
15049
GLOBE LIFE INC
COM
37959E102
103002
1065945
SH
SOLE
896769
0
169176
GOLDMAN SACHS GROUP INC
COM
38141G104
127237
389105
SH
SOLE
389105
0
0
GUIDEWIRE SOFTWARE INC
COM
40171V100
120524
1185906
SH
SOLE
996006
0
189900
HALOZYME THERAPEUTICS INC
COM
40637H109
436418
10468159
SH
SOLE
8475007
0
1993152
HARLEY DAVIDSON INC
COM
412822108
379
9460
SH
SOLE
9460
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
271147
3490111
SH
SOLE
3490111
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
99634
823964
SH
SOLE
823964
0
0
HORIZON THERAPEUTICS PUB L
SHS
G46188101
44776
486486
SH
SOLE
333210
0
153276
HUBSPOT INC
COM
443573100
846592
1863878
SH
SOLE
1701235
0
162643
I MAB
SPONSORED ADS
44975P103
42551
877891
SH
SOLE
753275
0
124616
IAC INTERACTIVECORP NEW
COM
44891N109
105500
487727
SH
SOLE
409743
0
77984
ICICI BANK LIMITED
ADR
45104G104
11504
717653
SH
SOLE
273124
0
444529
ICLICK INTERACTIVE ASIA GROU
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45113Y104
10771
915121
SH
SOLE
627102
0
288019
IDEX CORP
COM
45167R104
147599
705137
SH
SOLE
673318
0
31819
IHS MARKIT LTD
SHS
G47567105
931216
9621992
SH
SOLE
8673689
0
948303
IMPERIAL OIL LTD
COM NEW
453038408
769509
31768780
SH
SOLE
29452346
0
2316434
INGERSOLL RAND INC
COM
45687V106
568161
11545633
SH
SOLE
10025275
0
1520358
INSMED INC
COM PAR $.01
457669307
60406
1773502
SH
SOLE
1422974
0
350528
INSPIRE MED SYS INC
COM
457730109
38602
186494
SH
SOLE
160059
0
26435
INTERSECT ENT INC
COM
46071F103
78679
3768171
SH
SOLE
3229831
0
538340
INVITAE CORP
COM
46185L103
34921
913927
SH
SOLE
766037
0
147890
IOVANCE BIOTHERAPEUTICS INC
COM
462260100
94445
2983114
SH
SOLE
2494782
0
488332
IPG PHOTONICS CORP
COM
44980X109
188082
891635
SH
SOLE
791185
0
100450
IRHYTHM TECHNOLOGIES INC
COM
450056106
107797
776301
SH
SOLE
682381
0
93920
ISHARES TR
INDIA 50 ETF
464289529
25177
561101
SH
SOLE
210887
0
350214
JFROG LTD
ORD SHS
M6191J100
153848
3467398
SH
SOLE
3132986
0
334412
JOHN BEAN TECHNOLOGIES CORP
COM
477839104
55066
412971
SH
SOLE
347410
0
65561
JOHNSON CTLS INTL PLC
SHS
G51502105
93265
1563013
SH
SOLE
1070635
0
492378
JONES LANG LASALLE INC
COM
48020Q107
54929
306798
SH
SOLE
258110
0
48688
JPMORGAN CHASE & CO
COM
46625H100
37222
244510
SH
SOLE
244510
0
0
JPMORGAN CHASE & CO
OPTIONS
46625H100
137799
905200
SH
Call
SOLE
0
0
0
KE HLDGS INC
SPONSORED ADS
482497104
181390
3183397
SH
SOLE
3183397
0
0
KINGSOFT CLOUD HLDGS LTD
ADS
49639K101
5135
130599
SH
SOLE
68652
0
61947
KIRBY CORP
COM
497266106
61588
1021694
SH
SOLE
859540
0
162154
KORNIT DIGITAL LTD
SHS
M6372Q113
176322
1778877
SH
SOLE
1526576
0
252301
KROGER CO
COM
501044101
66397
1844883
SH
SOLE
1546203
0
298680
LAMAR ADVERTISING CO NEW
CL A
512816109
99349
1057803
SH
SOLE
885297
0
172506
LANTHEUS HLDGS INC
COM
516544103
22614
1058207
SH
SOLE
907996
0
150211
LATTICE SEMICONDUCTOR CORP
COM
518415104
476243
10578483
SH
SOLE
9151056
0
1427427
LAUDER ESTEE COS INC
CL A
518439104
250862
862514
SH
SOLE
862514
0
0
LEGEND BIOTECH CORP
SPONSORED ADS
52490G102
24523
845048
SH
SOLE
725330
0
119718
LIBERTY BROADBAND CORP
COM SER C
530307305
35618
237213
SH
SOLE
199565
0
37648
LIBERTY MEDIA CORP DEL
COM A SIRIUSXM
531229409
39009
884954
SH
SOLE
742520
0
142434
LIBERTY MEDIA CORP DEL
COM C SIRIUSXM
531229607
38797
879545
SH
SOLE
737982
0
141563
LINDE PLC
SHS
G5494J103
79900
285213
SH
SOLE
285213
0
0
LIONS GATE ENTMNT CORP
CL A VTG
535919401
16306
1090726
SH
SOLE
919034
0
171692
LIONS GATE ENTMNT CORP
CL B NON VTG
535919500
29362
2276128
SH
SOLE
1914881
0
361247
LIVEPERSON INC
COM
538146101
175535
3328313
SH
SOLE
2795362
0
532951
LIVERAMP HLDGS INC
COM
53815P108
85675
1651407
SH
SOLE
1386947
0
264460
LOWES COS INC
COM
548661107
759063
3991286
SH
SOLE
3629616
0
361670
LULULEMON ATHLETICA INC
COM
550021109
202758
661073
SH
SOLE
601275
0
59798
LUXFER HOLDINGS PLC
SHS
G5698W116
469
22016
SH
SOLE
22016
0
0
LYFT INC
CL A COM
55087P104
213626
3381230
SH
SOLE
3229660
0
151570
M & T BK CORP
COM
55261F104
74182
489294
SH
SOLE
410571
0
78723
MADRIGAL PHARMACEUTICALS INC
COM
558868105
25081
214425
SH
SOLE
183726
0
30699
MARRIOTT INTL INC NEW
CL A
571903202
190711
1287632
SH
SOLE
1188081
0
99551
MARSH & MCLENNAN COS INC
COM
571748102
609539
5004425
SH
SOLE
4484441
0
519984
MARTIN MARIETTA MATLS INC
COM
573284106
113608
338300
SH
SOLE
338300
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
41191
115688
SH
SOLE
79320
0
36368
MATCH GROUP INC NEW
COM
57667L107
409721
2982393
SH
SOLE
2848417
0
133976
MEDTRONIC PLC
SHS
G5960L103
81820
692627
SH
SOLE
692627
0
0
MERCADOLIBRE INC
COM
58733R102
579799
393848
SH
SOLE
376640
0
17208
MERCK & CO. INC
COM
58933Y105
74767
969865
SH
SOLE
969865
0
0
MICRON TECHNOLOGY INC
COM
595112103
45237
512829
SH
SOLE
432445
0
80384
MICRON TECHNOLOGY INC
OPTIONS
595112103
134273
1522200
SH
Call
SOLE
0
0
0
MICROSOFT CORP
COM
594918104
952654
4040608
SH
SOLE
3656495
0
384113
MICROSOFT CORP
OPTIONS
594918104
167868
712000
SH
Put
SOLE
0
0
0
MODEL N INC
COM
607525102
98117
2785037
SH
SOLE
2387003
0
398034
MOELIS & CO
CL A
60786M105
98286
1790924
SH
SOLE
1507059
0
283865
MONOLITHIC PWR SYS INC
COM
609839105
163537
463003
SH
SOLE
388862
0
74141
MORGAN STANLEY
COM NEW
617446448
128340
1652588
SH
SOLE
1652588
0
0
MORNINGSTAR INC
COM
617700109
89612
398206
SH
SOLE
297580
0
100626
MSCI INC
COM
55354G100
293187
699264
SH
SOLE
667860
0
31404
NASDAQ INC
COM
631103108
275989
1871618
SH
SOLE
1687158
0
184460
NEOGENOMICS INC
COM NEW
64049M209
234028
4852328
SH
SOLE
4062592
0
789736
NETAPP INC
COM
64110D104
71573
984903
SH
SOLE
828783
0
156120
NETFLIX INC
COM
64110L106
778999
1493307
SH
SOLE
1402798
0
90509
NEW YORK TIMES CO
CL A
650111107
422820
8352825
SH
SOLE
7427286
0
925539
NEWS CORP NEW
CL A
65249B109
111174
4371778
SH
SOLE
3677929
0
693849
NEXTERA ENERGY INC
COM
65339F101
804565
10640983
SH
SOLE
9676727
0
964256
NICE LTD
SPONSORED ADR
653656108
828109
3799186
SH
SOLE
3149510
0
649676
NOAH HLDGS LTD
SPON ADS CL A
65487X102
10426
234825
SH
SOLE
124190
0
110635
NORFOLK SOUTHN CORP
COM
655844108
138619
516232
SH
SOLE
516232
0
0
NORTHERN TR CORP
COM
665859104
79589
757200
SH
SOLE
637032
0
120168
NORTHROP GRUMMAN CORP
COM
666807102
85490
264151
SH
SOLE
264151
0
0
NOVANTA INC
COM
67000B104
169134
1282386
SH
SOLE
983524
0
298862
NOVARTIS AG
SPONSORED ADR
66987V109
647
7563
SH
SOLE
7563
0
0
NUANCE COMMUNICATIONS INC
COM
67020Y100
126639
2901898
SH
SOLE
2771962
0
129936
NVENT ELECTRIC PLC
SHS
G6700G107
86858
3112090
SH
SOLE
2618190
0
493900
NVIDIA CORPORATION
COM
67066G104
409767
767455
SH
SOLE
767455
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
812266
4034300
SH
SOLE
3661992
0
372308
OGE ENERGY CORP
COM
670837103
85052
2628296
SH
SOLE
2202784
0
425512
OKTA INC
CL A
679295105
102838
466533
SH
SOLE
445619
0
20914
OLD DOMINION FREIGHT LINE IN
COM
679580100
61640
256397
SH
SOLE
256397
0
0
OMNICOM GROUP INC
COM
681919106
74853
1009479
SH
SOLE
849264
0
160215
ONE
COM CL A
G7000X105
8847
763284
SH
SOLE
559151
0
204133
OPTIMIZERX CORP
COM NEW
68401U204
37653
772373
SH
SOLE
648806
0
123567
ORACLE CORP
COM
68389X105
70860
1009834
SH
SOLE
1009834
0
0
ORCHARD THERAPEUTICS PLC
ADS
68570P101
77274
10643790
SH
SOLE
8448451
0
2195339
OTIS WORLDWIDE CORP
COM
68902V107
76461
1117034
SH
SOLE
1004129
0
112905
OZON HLDGS PLC
SPONSORED ADS
69269L104
4924
87826
SH
SOLE
45930
0
41896
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
165468
3573830
SH
SOLE
3413286
0
160544
PAPA JOHNS INTL INC
COM
698813102
71031
801342
SH
SOLE
673001
0
128341
PAYPAL HLDGS INC
COM
70450Y103
2693
11088
SH
SOLE
7612
0
3476
PELOTON INTERACTIVE INC
CL A COM
70614W100
202091
1797322
SH
SOLE
1716427
0
80895
PHILIP MORRIS INTL INC
COM
718172109
104608
1178812
SH
SOLE
1178812
0
0
PINDUODUO INC
SPONSORED ADS
722304102
914
6830
SH
SOLE
6830
0
0
PROGRESSIVE CORP
COM
743315103
599721
6272572
SH
SOLE
5577109
0
695463
PROTARA THERAPEUTICS INC
COM STK
74365U107
5980
379946
SH
SOLE
324079
0
55867
PS BUSINESS PKS INC CALIF
COM
69360J107
41843
270688
SH
SOLE
229072
0
41616
PUBLIC STORAGE
COM
74460D109
43544
176464
SH
SOLE
148461
0
28003
Q2 HLDGS INC
COM
74736L109
216178
2157470
SH
SOLE
1812039
0
345431
QUOTIENT LTD
SHS
G73268107
12128
3295543
SH
SOLE
2828791
0
466752
RADIUS HEALTH INC
COM NEW
750469207
33625
1611946
SH
SOLE
1353722
0
258224
RADWARE LTD
ORD
M81873107
83095
3186164
SH
SOLE
2734170
0
451994
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
93777
1213632
SH
SOLE
1213632
0
0
REATA PHARMACEUTICALS INC
CL A
75615P103
10932
109653
SH
SOLE
93626
0
16027
REPLIGEN CORP
COM
759916109
33503
172333
SH
SOLE
145364
0
26969
RLX TECHNOLOGY INC
SPONSORED ADS
74969N103
17287
1668650
SH
SOLE
1405377
0
263273
ROKU INC
COM CL A
77543R102
224807
690080
SH
SOLE
659158
0
30922
S&P GLOBAL INC
COM
78409V104
199953
566649
SH
SOLE
515296
0
51353
SAGE THERAPEUTICS INC
COM
78667J108
116884
1561573
SH
SOLE
1442598
0
118975
SCHLUMBERGER LTD
COM
806857108
81038
2980442
SH
SOLE
2980442
0
0
SCHWAB CHARLES CORP
COM
808513105
491462
7540076
SH
SOLE
6856640
0
683436
SEA LTD
SPONSORD ADS
81141R100
613371
2747710
SH
SOLE
2732367
0
15343
SEER INC
COM CL A
81578P106
33732
674366
SH
SOLE
566379
0
107987
SHOALS TECHNOLOGIES GROUP IN
CL A
82489W107
58633
1685814
SH
SOLE
1416259
0
269555
SHOCKWAVE MED INC
COM
82489T104
113441
870878
SH
SOLE
727767
0
143111
SHOPIFY INC
CL A
82509L107
337256
304795
SH
SOLE
277225
0
27570
SKYWORKS SOLUTIONS INC
COM
83088M102
332088
1809943
SH
SOLE
1602751
0
207192
SMARTSHEET INC
COM CL A
83200N103
48197
754024
SH
SOLE
633268
0
120756
SOUTHWEST AIRLS CO
COM
844741108
568168
9305084
SH
SOLE
8337854
0
967230
STAAR SURGICAL CO
COM PAR $0.01
852312305
50406
478189
SH
SOLE
409833
0
68356
STARBUCKS CORP
COM
855244109
353249
3232812
SH
SOLE
2939933
0
292879
STONECO LTD
COM CL A
G85158106
216362
3534169
SH
SOLE
3534169
0
0
STORE CAP CORP
COM
862121100
38266
1142278
SH
SOLE
960992
0
181286
SUNCOR ENERGY INC NEW
COM
867224107
458681
21942315
SH
SOLE
20629112
0
1313203
SVB FINANCIAL GROUP
COM
78486Q101
296777
601177
SH
SOLE
548983
0
52194
SVMK INC
COM
78489X103
27188
1484078
SH
SOLE
1016858
0
467220
SYNCHRONY FINANCIAL
COM
87165B103
203035
4993487
SH
SOLE
4595116
0
398371
SYNOPSYS INC
COM
871607107
279652
1128629
SH
SOLE
1016444
0
112185
SYSCO CORP
COM
871829107
62135
789119
SH
SOLE
663882
0
125237
T-MOBILE US INC
COM
872590104
56344
449708
SH
SOLE
308332
0
141376
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
131707
1113521
SH
SOLE
1031553
0
81968
TAIWAN SEMICONDUCTOR MFG LTD
OPTIONS
874039100
100574
850300
SH
Put
SOLE
0
0
0
TAL EDUCATION GROUP
SPONSORED ADS
874080104
291377
5410900
SH
SOLE
5410900
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
289261
699290
SH
SOLE
588534
0
110756
TELEFONICA BRASIL SA
NEW ADR
87936R205
660226
83891508
SH
SOLE
77063822
0
6827686
TENARIS S A
SPONSORED ADS
88031M109
71887
3168238
SH
SOLE
2978445
0
189793
THOR INDS INC
COM
885160101
97461
723324
SH
SOLE
607305
0
116019
THREDUP INC
CL A
88556E102
17998
771454
SH
SOLE
648992
0
122462
TJX COS INC NEW
COM
872540109
380080
5745724
SH
SOLE
5225512
0
520212
TJX COS INC NEW
OPTIONS
872540109
131076
1981500
SH
Call
SOLE
0
0
0
TRADEWEB MKTS INC
CL A
892672106
319047
4311447
SH
SOLE
3886129
0
425318
TRANSDIGM GROUP INC
COM
893641100
23201
39463
SH
SOLE
39463
0
0
TRANSDIGM GROUP INC
OPTIONS
893641100
96007
163300
SH
Call
SOLE
0
0
0
TRANSUNION
COM
89400J107
172267
1914076
SH
SOLE
1828065
0
86011
TREX CO INC
COM
89531P105
40297
440216
SH
SOLE
370292
0
69924
TRIMBLE INC
COM
896239100
340386
4375708
SH
SOLE
4178212
0
197496
TRIP COM GROUP LTD
ADS
89677Q107
10015
252711
SH
SOLE
132981
0
119730
TWIST BIOSCIENCE CORP
COM
90184D100
12130
97931
SH
SOLE
82383
0
15548
TYLER TECHNOLOGIES INC
COM
902252105
289050
680871
SH
SOLE
619210
0
61661
TYSON FOODS INC
CL A
902494103
87285
1174769
SH
SOLE
984578
0
190191
UBER TECHNOLOGIES INC
COM
90353T100
749934
13757726
SH
SOLE
13173281
0
584445
ULTA BEAUTY INC
COM
90384S303
172032
556431
SH
SOLE
533631
0
22800
UNION PAC CORP
COM
907818108
101357
459855
SH
SOLE
459855
0
0
UNION PAC CORP
OPTIONS
907818108
150033
680700
SH
Call
SOLE
0
0
0
UNIQURE NV
SHS
N90064101
12525
371774
SH
SOLE
251850
0
119924
UNITY SOFTWARE INC
COM
91332U101
406631
4053746
SH
SOLE
4053746
0
0
VAIL RESORTS INC
COM
91879Q109
78646
269651
SH
SOLE
226858
0
42793
VALMONT INDS INC
COM
920253101
135442
569875
SH
SOLE
417706
0
152169
VAPOTHERM INC
COM
922107107
52242
2174944
SH
SOLE
1816347
0
358597
VEEVA SYS INC
CL A COM
922475108
1657512
6344787
SH
SOLE
5887353
0
457434
VERACYTE INC
COM
92337F107
252178
4691688
SH
SOLE
3841626
0
850062
VERICEL CORP
COM
92346J108
53242
958446
SH
SOLE
804962
0
153484
VERTIV HOLDINGS CO
COM CL A
92537N108
84822
4241087
SH
SOLE
2904878
0
1336209
VESPER HEALTHCARE ACQSTN COR
COM CL A
92538T104
8594
795771
SH
SOLE
540387
0
255384
VIEWRAY INC
COM
92672L107
90187
20732736
SH
SOLE
16587807
0
4144929
VISA INC
COM CL A
92826C839
684582
3233277
SH
SOLE
3138600
0
94677
VULCAN MATLS CO
COM
929160109
77151
457193
SH
SOLE
457193
0
0
WAYFAIR INC
CL A
94419L101
296169
940965
SH
SOLE
898713
0
42252
WEST PHARMACEUTICAL SVSC INC
COM
955306105
352281
1250199
SH
SOLE
1191525
0
58674
WESTERN DIGITAL CORP.
COM
958102105
8235
123363
SH
SOLE
123363
0
0
WESTERN DIGITAL CORP.
OPTIONS
958102105
97355
1458500
SH
Call
SOLE
0
0
0
WHITE MTNS INS GROUP LTD
COM
G9618E107
59045
52960
SH
SOLE
49845
0
3115
WINGSTOP INC
COM
974155103
95125
748018
SH
SOLE
628229
0
119789
WNS HLDGS LTD
SPON ADR
92932M101
74151
1023617
SH
SOLE
877224
0
146393
XPENG INC
ADS
98422D105
2447
67025
SH
SOLE
67025
0
0
Y-MABS THERAPEUTICS INC
COM
984241109
39853
1317900
SH
SOLE
1106873
0
211027
YANDEX N V
SHS CLASS A
N97284108
99476
1552853
SH
SOLE
1503724
0
49129
YETI HLDGS INC
COM
98585X104
177736
2461369
SH
SOLE
2207496
0
253873
ZAI LAB LTD
ADR
98887Q104
35104
263092
SH
SOLE
216044
0
47048
ZHIHU INC
ADS
98955N108
1622
200000
SH
SOLE
200000
0
0
ZOGENIX INC
COM NEW
98978L204
25546
1308724
SH
SOLE
1121640
0
187084
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
259872
808838
SH
SOLE
735549
0
73289
ZOOMINFO TECHNOLOGIES INC
COM CL A
98980F104
76548
1565402
SH
SOLE
1495100
0
70302
ZSCALER INC
COM
98980G102
271172
1579612
SH
SOLE
1448455
0
131157
ZYNGA INC
CL A
98986T108
843913
82655497
SH
SOLE
73169692
0
9485805