0000950123-22-005578.txt : 20220513
0000950123-22-005578.hdr.sgml : 20220513
20220513061606
ACCESSION NUMBER: 0000950123-22-005578
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
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: 22920130
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
13F-HR
LIVE
0001466153
XXXXXXXX
03-31-2022
03-31-2022
false
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
05-13-2022
0
326
75745818
false
INFORMATION TABLE
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13257.xml
INFORMATION TABLE FOR FORM 13F
ACADIA PHARMACEUTICALS INC
COM
004225108
29717
1226971
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348669
ACCENTURE PLC IRELAND
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G1151C101
265805
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SOLE
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0
36673
ADVANCE AUTO PARTS INC
COM
00751Y106
320395
1548100
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SOLE
1381997
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166103
ADVANCED DRAIN SYS INC DEL
COM
00790R104
288108
2424946
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191991
ADVANCED MICRO DEVICES INC
COM
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1944293
AFYA LTD
CL A COM
G01125106
24118
1673671
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1356630
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AGILENT TECHNOLOGIES INC
COM
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79315
AGILYSYS INC
COM
00847J105
56247
1410400
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AIR LEASE CORP
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00912X302
150035
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307597
AIRBNB INC
COM CL A
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ALIBABA GROUP HLDG LTD
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ALIGN TECHNOLOGY INC
COM
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ALKERMES PLC
SHS
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ALLEGHANY CORP MD
COM
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14079
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ALLEGRO MICROSYSTEMS INC
COM
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COM
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ALPHABET INC
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ALTAIR ENGR INC
COM CL A
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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AMBARELLA INC
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312140
SH
SOLE
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AMER SOFTWARE INC
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AMERCO
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AMERICAN EXPRESS CO
COM
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AMERISOURCEBERGEN CORP
COM
03073E105
77383
500182
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SOLE
404445
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ANALOG DEVICES INC
COM
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317934
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SH
SOLE
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ANTHEM INC
COM
036752103
1642006
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AON PLC
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2461257
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APTIV PLC
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ARCH CAP GROUP LTD
ORD
G0450A105
1684733
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ARGENX SE
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SOLE
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0
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ARISTA NETWORKS INC
COM
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SH
SOLE
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ATLASSIAN CORP PLC
CL A
G06242104
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AUTONATION INC
COM
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172510
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SOLE
1554784
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177593
AVALARA INC
COM
05338G106
71592
719441
SH
SOLE
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0
96000
AVID BIOSERVICES INC
COM
05368M106
27376
1343961
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AXALTA COATING SYS LTD
COM
G0750C108
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SH
SOLE
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0
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AZEK CO INC
CL A
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702011
SH
SOLE
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AZENTA INC
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COM
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211
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SH
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BANK NEW YORK MELLON CORP
COM
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BAOZUN INC
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1858
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BENTLEY SYS INC
COM CL B
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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BIGCOMMERCE HLDGS INC
COM SER 1
08975P108
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BILIBILI INC
SPONS ADS REP
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BILL COM HLDGS INC
COM
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BIOCRYST PHARMACEUTICALS INC
COM
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2841405
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BIONTECH SE
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71601
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BLACKLINE INC
COM
09239B109
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SH
SOLE
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BLACKROCK INC
COM
09247X101
120755
158021
SH
SOLE
155044
0
2977
BLACKSTONE INC
COM
09260D107
93223
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SH
SOLE
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0
0
BLOCK H & R INC
COM
093671105
67496
2592017
SH
SOLE
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0
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BOOKING HOLDINGS INC
COM
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479300
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SH
SOLE
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BORGWARNER INC
COM
099724106
72641
1867366
SH
SOLE
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0
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BOSTON SCIENTIFIC CORP
COM
101137107
773928
17474096
SH
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0
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BRIGHT HORIZONS FAM SOL IN D
COM
109194100
46652
351587
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SOLE
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BTRS HOLDINGS INC
COM CL 1
11778X104
19714
2635609
SH
SOLE
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0
350910
BURLINGTON STORES INC
COM
122017106
530096
2909899
SH
SOLE
2551214
0
358685
CAE INC
COM
124765108
167785
6446094
SH
SOLE
4956594
0
1489500
CANADIAN NATL RY CO
COM
136375102
266575
1987230
SH
SOLE
1568432
0
418798
CANADIAN PAC RY LTD
COM
13645T100
913645
11069778
SH
SOLE
9033306
0
2036472
CARGURUS INC
COM CL A
141788109
10397
244860
SH
SOLE
212352
0
32508
CARLYLE GROUP INC
COM
14316J108
61919
1265983
SH
SOLE
1025305
0
240678
CATALENT INC
COM
148806102
481888
4345252
SH
SOLE
3949640
0
395612
CBRE GROUP INC
CL A
12504L109
140731
1537710
SH
SOLE
1466138
0
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CELANESE CORP DEL
COM
150870103
59965
419716
SH
SOLE
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0
80023
CENTENE CORP DEL
COM
15135B101
92124
1094236
SH
SOLE
885610
0
208626
CERIDIAN HCM HLDG INC
COM
15677J108
199524
2918720
SH
SOLE
2617757
0
300963
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
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450718
SH
SOLE
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0
0
CHEGG INC
COM
163092109
221149
6095631
SH
SOLE
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0
788387
CHIPOTLE MEXICAN GRILL INC
COM
169656105
435881
275520
SH
SOLE
254657
0
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CIGNA CORP NEW
COM
125523100
89468
373392
SH
SOLE
373392
0
0
CINTAS CORP
COM
172908105
110901
260704
SH
SOLE
248636
0
12068
CISCO SYS INC
COM
17275R102
73906
1325424
SH
SOLE
1325424
0
0
CITIGROUP INC
COM NEW
172967424
760488
14241356
SH
SOLE
12689444
0
1551912
CME GROUP INC
COM
12572Q105
67614
284260
SH
SOLE
284260
0
0
CNH INDL N V
SHS
N20944109
146066
9209685
SH
SOLE
8791525
0
418160
COGNEX CORP
COM
192422103
151630
1965394
SH
SOLE
1773385
0
192009
COHEN & STEERS INC
COM
19247A100
233
2709
SH
SOLE
2709
0
0
COMCAST CORP NEW
CL A
20030N101
121094
2586377
SH
SOLE
2586377
0
0
COMPASS INC
CL A
20464U100
35486
4514771
SH
SOLE
3913613
0
601158
COMPUGEN LTD
ORD
M25722105
2619
813385
SH
SOLE
642386
0
170999
COOPER COS INC
COM NEW
216648402
72877
174517
SH
SOLE
165560
0
8957
CORTEVA INC
COM
22052L104
97221
1691387
SH
SOLE
1368910
0
322477
CREDICORP LTD
COM
G2519Y108
13696
79691
SH
SOLE
48978
0
30713
CROWDSTRIKE HLDGS INC
CL A
22788C105
306911
1351556
SH
SOLE
1351556
0
0
CROWN HLDGS INC
COM
228368106
49491
395645
SH
SOLE
282993
0
112652
CYBERARK SOFTWARE LTD
SHS
M2682V108
157651
934231
SH
SOLE
756678
0
177553
DANAHER CORPORATION
COM
235851102
746913
2546324
SH
SOLE
2241583
0
304741
DARLING INGREDIENTS INC
COM
237266101
50553
628919
SH
SOLE
449984
0
178935
DATADOG INC
CL A COM
23804L103
319465
2109097
SH
SOLE
1934521
0
174576
DENALI THERAPEUTICS INC
COM
24823R105
16861
524131
SH
SOLE
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0
69231
DENTSPLY SIRONA INC
COM
24906P109
574372
11669482
SH
SOLE
10295116
0
1374366
DESCARTES SYS GROUP INC
COM
249906108
91609
1251235
SH
SOLE
988435
0
262800
DESPEGAR COM CORP
ORD SHS
G27358103
20670
1694242
SH
SOLE
1079269
0
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DEXCOM INC
COM
252131107
231740
452971
SH
SOLE
429701
0
23270
DISCOVERY INC
COM SER C
25470F302
79300
3175822
SH
SOLE
3175822
0
0
DISNEY WALT CO
COM
254687106
62873
458395
SH
SOLE
458395
0
0
DOLLAR TREE INC
COM
256746108
83814
523345
SH
SOLE
499528
0
23817
DOUBLEVERIFY HLDGS INC
COM
25862V105
31691
1259089
SH
SOLE
1091430
0
167659
ELECTRONIC ARTS INC
COM
285512109
141652
1119691
SH
SOLE
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ENTEGRIS INC
COM
29362U104
227061
1729855
SH
SOLE
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0
88890
ENVISTA HOLDINGS CORPORATION
COM
29415F104
152874
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SH
SOLE
2754291
0
384157
EOG RES INC
COM
26875P101
161218
1352158
SH
SOLE
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0
0
EQT CORP
COM
26884L109
53105
1543306
SH
SOLE
1103841
0
439465
ESTABLISHMENT LABS HLDGS INC
COM
G31249108
20495
304121
SH
SOLE
246619
0
57502
EVENTBRITE INC
COM CL A
29975E109
45093
3053039
SH
SOLE
2646397
0
406642
EVOTEC AG
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30050E105
34781
2298806
SH
SOLE
1982929
0
315877
EXACT SCIENCES CORP
COM
30063P105
75205
1075586
SH
SOLE
1020378
0
55208
EXPEDIA GROUP INC
COM NEW
30212P303
983639
5027030
SH
SOLE
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0
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EXPEDITORS INTL WASH INC
COM
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28726
278458
SH
SOLE
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0
53278
FABRINET
SHS
G3323L100
106867
1016527
SH
SOLE
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0
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FEDEX CORP
COM
31428X106
146336
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SH
SOLE
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0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
550849
5485447
SH
SOLE
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0
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FIRST REP BK SAN FRANCISCO C
COM
33616C100
264868
1633976
SH
SOLE
1425703
0
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FLOOR & DECOR HLDGS INC
CL A
339750101
70065
865002
SH
SOLE
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0
115417
FORTIVE CORP
COM
34959J108
342174
5615852
SH
SOLE
5244948
0
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FRESHPET INC
COM
358039105
42176
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SH
SOLE
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0
54572
FRESHWORKS INC
CLASS A COM
358054104
29646
1654340
SH
SOLE
1434747
0
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GALLAGHER ARTHUR J & CO
COM
363576109
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SOLE
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0
36430
GARMIN LTD
SHS
H2906T109
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4526835
SH
SOLE
4325304
0
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GCM GROSVENOR INC
COM CL A
36831E108
165
17009
SH
SOLE
17009
0
0
GENERAC HLDGS INC
COM
368736104
260960
877884
SH
SOLE
832800
0
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GENIUS SPORTS LIMITED
SHARES CL A
G3934V109
11736
2551221
SH
SOLE
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0
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GENMAB A/S
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86878
2401280
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SOLE
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0
319368
GENTEX CORP
COM
371901109
71723
2458790
SH
SOLE
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0
468783
GLAUKOS CORP
COM
377322102
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SH
SOLE
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0
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GLOBAL E ONLINE LTD
SHS
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150655
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SH
SOLE
4162456
0
297428
GLOBAL PMTS INC
COM
37940X102
473674
3461519
SH
SOLE
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GLOBANT S A
COM
L44385109
12943
49386
SH
SOLE
30058
0
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GLOBE LIFE INC
COM
37959E102
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969438
SH
SOLE
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0
184831
GOLDMAN SACHS GROUP INC
COM
38141G104
95751
290067
SH
SOLE
290067
0
0
GRUPO FINANCIERO GALICIA S.A
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399909100
8044
744776
SH
SOLE
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0
288844
GUIDEWIRE SOFTWARE INC
COM
40171V100
113753
1202213
SH
SOLE
1041782
0
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HALOZYME THERAPEUTICS INC
COM
40637H109
370313
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SH
SOLE
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0
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HARLEY DAVIDSON INC
COM
412822108
19231
488096
SH
SOLE
488096
0
0
HDFC BANK LTD
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40415F101
199417
3251545
SH
SOLE
3251545
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A203
211793
1395765
SH
SOLE
1330867
0
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HORIZON THERAPEUTICS PUB L
SHS
G46188101
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SH
SOLE
183997
0
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HUBSPOT INC
COM
443573100
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2218689
SH
SOLE
1990030
0
228659
I MAB
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44975P103
23064
1420225
SH
SOLE
1239602
0
180623
IAC INTERACTIVECORP NEW
COM NEW
44891N208
69039
688465
SH
SOLE
556685
0
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ICICI BANK LIMITED
ADR
45104G104
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SH
SOLE
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0
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IMPERIAL OIL LTD
COM NEW
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511337
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SH
SOLE
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0
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INGERSOLL RAND INC
COM
45687V106
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SH
SOLE
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0
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INSPIRE MED SYS INC
COM
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172988
SH
SOLE
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0
32673
INTUIT
COM
461202103
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SH
SOLE
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0
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IOVANCE BIOTHERAPEUTICS INC
COM
462260100
45155
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SH
SOLE
2352525
0
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IRHYTHM TECHNOLOGIES INC
COM
450056106
51734
328533
SH
SOLE
266116
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62417
ISHARES TR
INDIA 50 ETF
464289529
4504
97534
SH
SOLE
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0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
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SH
SOLE
4011483
0
321304
JONES LANG LASALLE INC
COM
48020Q107
66790
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SH
SOLE
225739
0
53179
KE HLDGS INC
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482497104
6639
536671
SH
SOLE
536671
0
0
KINGSOFT CLOUD HLDGS LTD
ADS
49639K101
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SOLE
318399
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KIRBY CORP
COM
497266106
67080
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SOLE
752054
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177162
KORNIT DIGITAL LTD
SHS
M6372Q113
196791
2379860
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SOLE
1927677
0
452183
KROGER CO
COM
501044101
88059
1534929
SH
SOLE
1241100
0
293829
L3HARRIS TECHNOLOGIES INC
COM
502431109
33275
133919
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SOLE
95783
0
38136
LAMAR ADVERTISING CO NEW
CL A
512816109
111782
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SH
SOLE
779320
0
182822
LANTHEUS HLDGS INC
COM
516544103
93441
1689414
SH
SOLE
1369032
0
320382
LATTICE SEMICONDUCTOR CORP
COM
518415104
584425
9588605
SH
SOLE
8539507
0
1049098
LAUDER ESTEE COS INC
CL A
518439104
140475
515844
SH
SOLE
515844
0
0
LEGEND BIOTECH CORP
SPONSORED ADS
52490G102
64761
1782085
SH
SOLE
1443366
0
338719
LESLIES INC
COM
527064109
32668
1687415
SH
SOLE
1462619
0
224796
LIBERTY BROADBAND CORP
COM SER C
530307305
29179
215630
SH
SOLE
174515
0
41115
LIBERTY GLOBAL PLC
SHS CL A
G5480U104
279394
10952346
SH
SOLE
10487401
0
464945
LIBERTY GLOBAL PLC
SHS CL C
G5480U120
237075
9149955
SH
SOLE
8699306
0
450649
LIBERTY MEDIA CORP DEL
COM A SIRIUSXM
531229409
36556
799747
SH
SOLE
647272
0
152475
LIBERTY MEDIA CORP DEL
COM C SIRIUSXM
531229607
36353
794948
SH
SOLE
643385
0
151563
LINDE PLC
SHS
G5494J103
327114
1024056
SH
SOLE
976406
0
47650
LIONS GATE ENTMNT CORP
CL A VTG
535919401
15427
949345
SH
SOLE
767031
0
182314
LIONS GATE ENTMNT CORP
CL B NON VTG
535919500
31114
2070104
SH
SOLE
1675422
0
394682
LIVE OAK BANCSHARES INC
COM
53803X105
46399
911755
SH
SOLE
790168
0
121587
LOWES COS INC
COM
548661107
461603
2283017
SH
SOLE
1960039
0
322978
LPL FINL HLDGS INC
COM
50212V100
277825
1520828
SH
SOLE
1442739
0
78089
LULULEMON ATHLETICA INC
COM
550021109
596621
1633549
SH
SOLE
1443464
0
190085
LUXFER HOLDINGS PLC
SHS
G5698W116
454
27015
SH
SOLE
27015
0
0
LYFT INC
CL A COM
55087P104
177842
4631308
SH
SOLE
4266064
0
365244
M & T BK CORP
COM
55261F104
64411
380003
SH
SOLE
307551
0
72452
MADRIGAL PHARMACEUTICALS INC
COM
558868105
21961
223816
SH
SOLE
182008
0
41808
MARRIOTT INTL INC NEW
CL A
571903202
205846
1171244
SH
SOLE
1062502
0
108742
MARSH & MCLENNAN COS INC
COM
571748102
676799
3971357
SH
SOLE
3535929
0
435428
MARTIN MARIETTA MATLS INC
COM
573284106
164883
428390
SH
SOLE
408469
0
19921
MASTERCARD INCORPORATED
CL A
57636Q104
68659
192119
SH
SOLE
192119
0
0
MATCH GROUP INC NEW
COM
57667L107
276886
2546308
SH
SOLE
2416524
0
129784
MAXCYTE INC
COM
57777K106
8940
1278989
SH
SOLE
1036907
0
242082
MEDTRONIC PLC
SHS
G5960L103
77530
698780
SH
SOLE
698780
0
0
MERCADOLIBRE INC
COM
58733R102
416662
350289
SH
SOLE
341188
0
9101
MERCK & CO INC
COM
58933Y105
97815
1192136
SH
SOLE
1192136
0
0
META PLATFORMS INC
CL A
30303M102
1165095
5239678
SH
SOLE
4736335
0
503343
MICROSOFT CORP
COM
594918104
1062161
3445108
SH
SOLE
3076240
0
368868
MODEL N INC
COM
607525102
87858
3266079
SH
SOLE
2648839
0
617240
MOELIS & CO
CL A
60786M105
70297
1497270
SH
SOLE
1210750
0
286520
MONOLITHIC PWR SYS INC
COM
609839105
383210
789018
SH
SOLE
713910
0
75108
MORGAN STANLEY
COM NEW
617446448
101141
1157218
SH
SOLE
1157218
0
0
MORNINGSTAR INC
COM
617700109
110510
404548
SH
SOLE
311230
0
93318
MOTOROLA SOLUTIONS INC
COM NEW
620076307
123978
511884
SH
SOLE
488104
0
23780
MSCI INC
COM
55354G100
279459
555718
SH
SOLE
527168
0
28550
MYRIAD GENETICS INC
COM
62855J104
58645
2327170
SH
SOLE
1885083
0
442087
NANOSTRING TECHNOLOGIES INC
COM
63009R109
11548
332326
SH
SOLE
271929
0
60397
NASDAQ INC
COM
631103108
367256
2060920
SH
SOLE
1848593
0
212327
NATERA INC
COM
632307104
33580
825459
SH
SOLE
590404
0
235055
NEOGENOMICS INC
COM NEW
64049M209
61824
5088357
SH
SOLE
4586985
0
501372
NETAPP INC
COM
64110D104
64007
771173
SH
SOLE
624641
0
146532
NETEASE INC
SPONSORED ADS
64110W102
5925
66057
SH
SOLE
66057
0
0
NETFLIX INC
COM
64110L106
612276
1634523
SH
SOLE
1505257
0
129266
NEVRO CORP
COM
64157F103
26748
369808
SH
SOLE
299509
0
70299
NEW YORK TIMES CO
CL A
650111107
179693
3920013
SH
SOLE
3718882
0
201131
NEWS CORP NEW
CL A
65249B109
88074
3976233
SH
SOLE
3218135
0
758098
NEXTERA ENERGY INC
COM
65339F101
1138234
13436836
SH
SOLE
11707213
0
1729623
NICE LTD
SPONSORED ADR
653656108
625173
2854671
SH
SOLE
2301478
0
553193
NIO INC
SPON ADS
62914V106
8635
410206
SH
SOLE
252449
0
157757
NOAH HLDGS LTD
SPON ADS CL A
65487X102
7843
333303
SH
SOLE
211675
0
121628
NOKIA CORP
SPONSORED ADR
654902204
382270
70012821
SH
SOLE
66823044
0
3189777
NORTHERN TR CORP
COM
665859104
80449
690849
SH
SOLE
559579
0
131270
NORTHROP GRUMMAN CORP
COM
666807102
100354
224395
SH
SOLE
224395
0
0
NOV INC
COM
62955J103
145260
7407445
SH
SOLE
5773867
0
1633578
NOVANTA INC
COM
67000B104
160710
1129455
SH
SOLE
942166
0
187289
NU HLDGS LTD
ORD SHS CL A
G6683N103
201497
26100700
SH
SOLE
23869545
0
2231155
NVENT ELECTRIC PLC
SHS
G6700G107
98705
2837981
SH
SOLE
2298366
0
539615
NVIDIA CORPORATION
COM
67066G104
397285
1456004
SH
SOLE
1456004
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
76849
415219
SH
SOLE
415219
0
0
OGE ENERGY CORP
COM
670837103
97223
2384075
SH
SOLE
1930603
0
453472
OLO INC
CL A
68134L109
25588
1931139
SH
SOLE
1673967
0
257172
OMNICOM GROUP INC
COM
681919106
78097
920087
SH
SOLE
745062
0
175025
ON SEMICONDUCTOR CORP
COM
682189105
654961
10460966
SH
SOLE
9148961
0
1312005
OPTIMIZERX CORP
COM NEW
68401U204
31227
828095
SH
SOLE
718104
0
109991
OPTION CARE HEALTH INC
COM NEW
68404L201
38323
1341859
SH
SOLE
1162937
0
178922
ORCHARD THERAPEUTICS PLC
ADS
68570P101
3801
5338766
SH
SOLE
4451255
0
887511
OTIS WORLDWIDE CORP
COM
68902V107
49986
649594
SH
SOLE
526248
0
123346
OZON HLDGS PLC
SPONSORED ADS
69269L104
0
298287
SH
SOLE
192748
0
105539
PAPA JOHNS INTL INC
COM
698813102
89981
854678
SH
SOLE
740857
0
113821
PAYCOR HCM INC
COM
70435P102
39097
1343063
SH
SOLE
1164105
0
178958
PHILIP MORRIS INTL INC
COM
718172109
110130
1172340
SH
SOLE
1172340
0
0
PINDUODUO INC
SPONSORED ADS
722304102
6847
170710
SH
SOLE
170710
0
0
PROCORE TECHNOLOGIES INC
COM
74275K108
14989
258608
SH
SOLE
224147
0
34461
PROGRESSIVE CORP
COM
743315103
1069725
9384374
SH
SOLE
8216292
0
1168082
PS BUSINESS PKS INC CALIF
COM
69360J107
41678
247963
SH
SOLE
200806
0
47157
PUBLIC STORAGE
COM
74460D109
62829
160984
SH
SOLE
130412
0
30572
Q2 HLDGS INC
COM
74736L109
127722
2071722
SH
SOLE
1795345
0
276377
QUOTIENT LTD
SHS
G73268107
526
438442
SH
SOLE
367075
0
71367
RADWARE LTD
ORD
M81873107
116120
3632140
SH
SOLE
2942002
0
690138
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
77544
782715
SH
SOLE
782715
0
0
RELAY THERAPEUTICS INC
COM
75943R102
9100
304054
SH
SOLE
249140
0
54914
REPLIGEN CORP
COM
759916109
29878
158849
SH
SOLE
137807
0
21042
ROKU INC
COM CL A
77543R102
68052
543241
SH
SOLE
515437
0
27804
S&P GLOBAL INC
COM
78409V104
690056
1682326
SH
SOLE
1465642
0
216684
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
146640
426156
SH
SOLE
406672
0
19484
SCHLUMBERGER LTD
COM STK
806857108
668111
16173096
SH
SOLE
13477399
0
2695697
SCHWAB CHARLES CORP
COM
808513105
705354
8366196
SH
SOLE
7171482
0
1194714
SEA LTD
SPONSORD ADS
81141R100
387246
3232704
SH
SOLE
3212215
0
20489
SEER INC
COM CL A
81578P106
9391
616190
SH
SOLE
534128
0
82062
SENSATA TECHNOLOGIES HLDG PL
SHS
G8060N102
569436
11198347
SH
SOLE
10699750
0
498597
SHELL PLC
SPON ADS
780259305
49036
892707
SH
SOLE
705915
0
186792
SHOALS TECHNOLOGIES GROUP IN
CL A
82489W107
28518
1673579
SH
SOLE
1450757
0
222822
SHOCKWAVE MED INC
COM
82489T104
159018
766870
SH
SOLE
664722
0
102148
SHOPIFY INC
CL A
82509L107
336609
497972
SH
SOLE
427579
0
70393
SILVERGATE CAP CORP
CL A
82837P408
68924
457757
SH
SOLE
396816
0
60941
SNAP INC
CL A
83304A106
308029
8558732
SH
SOLE
8558732
0
0
SOUTHWEST AIRLS CO
COM
844741108
541105
11814520
SH
SOLE
10519537
0
1294983
SPDR S&P 500 ETF Trust
OPTIONS
78462F103
159564
353300
SH
Put
SOLE
0
0
0
SPROUT SOCIAL INC
COM CL A
85209W109
18974
236816
SH
SOLE
205161
0
31655
SPROUTS FMRS MKT INC
COM
85208M102
5132
160467
SH
SOLE
160467
0
0
STAAR SURGICAL CO
COM PAR $0.01
852312305
23441
293344
SH
SOLE
238515
0
54829
STORE CAP CORP
COM
862121100
30507
1043674
SH
SOLE
845640
0
198034
STRYKER CORPORATION
COM
863667101
36865
137892
SH
SOLE
98629
0
39263
SUNCOR ENERGY INC NEW
COM
867224107
560149
17205654
SH
SOLE
16433973
0
771681
SVB FINANCIAL GROUP
COM
78486Q101
424624
759002
SH
SOLE
689188
0
69814
SYNCHRONY FINANCIAL
COM
87165B103
165130
4743745
SH
SOLE
4308507
0
435238
SYNOPSYS INC
COM
871607107
294104
882479
SH
SOLE
837162
0
45317
SYSCO CORP
COM
871829107
58723
719210
SH
SOLE
582407
0
136803
T-MOBILE US INC
COM
872590104
264378
2059820
SH
SOLE
1856816
0
203004
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
45020
431806
SH
SOLE
366233
0
65573
TELEDYNE TECHNOLOGIES INC
COM
879360105
356080
753401
SH
SOLE
658402
0
94999
TELEFONICA BRASIL SA
NEW ADR
87936R205
928290
82514645
SH
SOLE
76017202
0
6497443
TENARIS S A
SPONSORED ADS
88031M109
68855
2289833
SH
SOLE
2186978
0
102855
TESLA INC
COM
88160R101
134528
124840
SH
SOLE
109218
0
15622
THREDUP INC
CL A
88556E102
26389
3427134
SH
SOLE
2970851
0
456283
TJX COS INC NEW
COM
872540109
34858
575402
SH
SOLE
411513
0
163889
TRADEWEB MKTS INC
CL A
892672106
357732
4071151
SH
SOLE
3687744
0
383407
TRAEGER INC
COMMON STOCK
89269P103
14210
1909902
SH
SOLE
1656730
0
253172
TRANSDIGM GROUP INC
COM
893641100
128559
197315
SH
SOLE
188328
0
8987
TRANSUNION
COM
89400J107
245451
2375175
SH
SOLE
2253509
0
121666
TREX CO INC
COM
89531P105
126846
1941622
SH
SOLE
1805435
0
136187
TRIMBLE INC
COM
896239100
186155
2580463
SH
SOLE
2444108
0
136355
TWITTER INC
NOTE 3/1
90184LAN2
39
46000
PRN
SOLE
0
0
46000
TYLER TECHNOLOGIES INC
COM
902252105
276611
621752
SH
SOLE
569899
0
51853
TYSON FOODS INC
CL A
902494103
95520
1065716
SH
SOLE
863033
0
202683
UNDER ARMOUR INC
CL A
904311107
69909
4107469
SH
SOLE
3896799
0
210670
UNION PAC CORP
COM
907818108
203836
746079
SH
SOLE
711367
0
34712
UNITEDHEALTH GROUP INC
COM
91324P102
41716
81800
SH
SOLE
62608
0
19192
UNITEDHEALTH GROUP INC
OPTIONS
91324P102
168239
329900
SH
Call
SOLE
0
0
0
UNITY SOFTWARE INC
COM
91332U101
308373
3108289
SH
SOLE
3108289
0
0
VAIL RESORTS INC
COM
91879Q109
76249
292962
SH
SOLE
236890
0
56072
VALMONT INDS INC
COM
920253101
207941
871506
SH
SOLE
677351
0
194155
VAPOTHERM INC
COM
922107107
27588
1984778
SH
SOLE
1721610
0
263168
VAREX IMAGING CORP
COM
92214X106
34624
1626291
SH
SOLE
1316990
0
309301
VEEVA SYS INC
CL A COM
922475108
1674967
7883682
SH
SOLE
7033117
0
850565
VERACYTE INC
COM
92337F107
124240
4506347
SH
SOLE
3905195
0
601152
VERASTEM INC
COM
92337C104
2741
1944131
SH
SOLE
1545622
0
398509
VERISK ANALYTICS INC
COM
92345Y106
25448
118567
SH
SOLE
113103
0
5464
VERTEX PHARMACEUTICALS INC
COM
92532F100
123802
474393
SH
SOLE
474393
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
26826
1916108
SH
SOLE
1372827
0
543281
VIEWRAY INC
COM
92672L107
80872
20630689
SH
SOLE
16477699
0
4152990
VIMEO INC
COMMON STOCK
92719V100
4464
375728
SH
SOLE
309844
0
65884
VISA INC
COM CL A
92826C839
446077
2011440
SH
SOLE
1992308
0
19132
VISA INC
OPTIONS
92826C839
47858
215800
SH
Call
SOLE
0
0
0
VULCAN MATLS CO
COM
929160109
80049
435760
SH
SOLE
415924
0
19836
WEST PHARMACEUTICAL SVSC INC
COM
955306105
223713
544699
SH
SOLE
516766
0
27933
WHITE MTNS INS GROUP LTD
COM
G9618E107
134941
118761
SH
SOLE
113377
0
5384
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
1020490
4320083
SH
SOLE
4044130
0
275953
WINGSTOP INC
COM
974155103
88469
753886
SH
SOLE
653323
0
100563
WNS HLDGS LTD
SPON ADR
92932M101
115479
1350791
SH
SOLE
1093331
0
257460
WOLFSPEED INC
COM
977852102
264115
2319645
SH
SOLE
1866159
0
453486
WORKIVA INC
COM CL A
98139A105
167776
1421829
SH
SOLE
1146100
0
275729
YANDEX N V
SHS CLASS A
N97284108
0
1974776
SH
SOLE
1914160
0
60616
YETI HLDGS INC
COM
98585X104
142999
2384106
SH
SOLE
2203868
0
180238
ZOETIS INC
CL A
98978V103
178538
946697
SH
SOLE
903422
0
43275
ZOOMINFO TECHNOLOGIES INC
COM CL A
98980F104
278046
4654269
SH
SOLE
4416514
0
237755
ZSCALER INC
COM
98980G102
359238
1488886
SH
SOLE
1374231
0
114655
ZYNGA INC
CL A
98986T108
415308
44946724
SH
SOLE
40214374
0
4732350