0000950123-22-011368.txt : 20221110 0000950123-22-011368.hdr.sgml : 20221110 20221110090008 ACCESSION NUMBER: 0000950123-22-011368 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221375200 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 09-30-2022 09-30-2022 false Artisan Partners Limited Partnership

875 E Wisconsin Ave Ste 800 Milwaukee WI 53202

13F HOLDINGS REPORT 028-13578 N Gregory K. Ramirez 414-390-6100 /s/ Gregory K. Ramirez Milwaukee WI 11-10-2022 0 315 56887800 false INFORMATION TABLE 2 18383.xml INFORMATION TABLE FOR FORM 13F ADVANCE AUTO PARTS INC COM 00751Y106 236892 1515233 SH SOLE 1369580 0 145653 ADVANCED DRAIN SYS INC DEL COM 00790R104 282864 2274372 SH SOLE 2078623 0 195749 ADVANCED MICRO DEVICES INC COM 007903107 863390 13626729 SH SOLE 11468200 0 2158529 AGILENT TECHNOLOGIES INC COM 00846U101 185163 1523350 SH SOLE 1444035 0 79315 AGILYSYS INC COM 00847J105 78669 1421306 SH SOLE 1197212 0 224094 AIR LEASE CORP CL A 00912X302 97226 3135316 SH SOLE 2855552 0 279764 AIRBNB INC COM CL A 009066101 632442 6020960 SH SOLE 5483112 0 537848 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 230436 2880807 SH SOLE 2641892 0 238915 ALIGN TECHNOLOGY INC COM 016255101 87202 421041 SH SOLE 421041 0 0 ALKERMES PLC SHS G01767105 44378 1987373 SH SOLE 1674527 0 312846 ALLEGHANY CORP MD COM 017175100 11773 14026 SH SOLE 14026 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 39564 1810715 SH SOLE 1509304 0 301411 ALPHABET INC CAP STK CL A 02079K305 1689727 17665733 SH SOLE 15310580 0 2355153 ALPHABET INC CAP STK CL C 02079K107 299909 3119181 SH SOLE 2849926 0 269255 ALTRIA GROUP INC COM 02209S103 87163 2158571 SH SOLE 2158571 0 0 AMAZON COM INC COM 023135106 416042 3681791 SH SOLE 3068943 0 612848 AMAZON COM INC OPTIONS 023135106 234192 2072500 SH Call SOLE 0 0 0 AMBARELLA INC SHS G037AX101 14873 264737 SH SOLE 221193 0 43544 AMERCO COM 023586100 97614 191694 SH SOLE 151697 0 39997 AMERICAN EXPRESS CO COM 025816109 640853 4750229 SH SOLE 4287826 0 462403 AMERICAN TOWER CORP NEW COM 03027X100 193752 902432 SH SOLE 858404 0 44028 AMERISOURCEBERGEN CORP COM 03073E105 44409 328150 SH SOLE 259848 0 68302 ANALOG DEVICES INC COM 032654105 106811 766546 SH SOLE 606606 0 159940 AON PLC SHS CL A G0403H108 544735 2033579 SH SOLE 1726308 0 307271 APTIV PLC SHS G6095L109 331324 4236340 SH SOLE 3776258 0 460082 ARAMARK COM 03852U106 6971 223423 SH SOLE 223423 0 0 ARCH CAP GROUP LTD ORD G0450A105 1605450 35253620 SH SOLE 33584762 0 1668858 ARGENX SE SPONSORED ADR 04016X101 998672 2828698 SH SOLE 2414545 0 414153 ARISTA NETWORKS INC COM 040413106 657701 5826032 SH SOLE 5118807 0 707225 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 738257 7149493 SH SOLE 6152790 0 996703 ASML HOLDING N V N Y REGISTRY N07059210 116479 280436 SH SOLE 280436 0 0 ATLASSIAN CORP COM G06242104 1199412 5695486 SH SOLE 5031090 0 664396 AUTONATION INC COM 05329W102 130388 1279944 SH SOLE 1146578 0 133366 AVID BIOSERVICES INC COM 05368M106 21832 1141866 SH SOLE 952274 0 189592 AVIDITY BIOSCIENCES INC COM 05370A108 6384 390928 SH SOLE 329042 0 61886 AXALTA COATING SYS LTD COM G0750C108 17760 843286 SH SOLE 843286 0 0 AZENTA INC COM 114340102 47828 1115910 SH SOLE 903779 0 212131 BANK HAWAII CORP COM 062540109 207 2716 SH SOLE 2716 0 0 BANK NEW YORK MELLON CORP COM 064058100 844353 21919873 SH SOLE 19775051 0 2144822 BAOZUN INC SPONSORED ADR 06684L103 1470 234042 SH SOLE 153791 0 80251 BEIGENE LTD SPONSORED ADR 07725L102 1778 13186 SH SOLE 13186 0 0 BENTLEY SYS INC COM CL B 08265T208 53444 1747120 SH SOLE 1321752 0 425368 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 842834 3156446 SH SOLE 2954362 0 202084 BIGCOMMERCE HLDGS INC COM SER 1 08975P108 24741 1671684 SH SOLE 1395165 0 276519 BILIBILI INC SPONS ADS REP 090040106 71863 4690822 SH SOLE 4690822 0 0 BILL COM HLDGS INC COM 090043100 157176 1187399 SH SOLE 1093589 0 93810 BIOCRYST PHARMACEUTICALS INC COM 09058V103 33385 2649616 SH SOLE 2230715 0 418901 BIONTECH SE SPONSORED ADS 09075V102 300636 2228913 SH SOLE 1995850 0 233063 BK OF AMERICA CORP COM 060505104 64939 2150302 SH SOLE 2150302 0 0 BLACKLINE INC COM 09239B109 105855 1767194 SH SOLE 1471712 0 295482 BLACKSTONE INC COM 09260D107 62877 751215 SH SOLE 751215 0 0 BLOCK H & R INC COM 093671105 52190 1226840 SH SOLE 973042 0 253798 BOOKING HOLDINGS INC COM 09857L108 112486 68455 SH SOLE 68455 0 0 BORGWARNER INC COM 099724106 53579 1706344 SH SOLE 1350315 0 356029 BOSTON SCIENTIFIC CORP COM 101137107 779157 20117670 SH SOLE 16638328 0 3479342 BTRS HOLDINGS INC COM CL 1 11778X104 20676 2232814 SH SOLE 1868203 0 364611 BURLINGTON STORES INC COM 122017106 13986 125000 SH SOLE 118489 0 6511 CABLE ONE INC COM 12685J105 42766 50133 SH SOLE 39699 0 10434 CABLE ONE INC NOTE 3/1 12685JAE5 59 78000 PRN SOLE 0 0 78000 CABLE ONE INC NOTE 1.125% 3/1 12685JAG0 54 75000 PRN SOLE 0 0 75000 CAE INC COM 124765108 121522 7923056 SH SOLE 6478060 0 1444996 CANADIAN NATL RY CO COM 136375102 291892 2702835 SH SOLE 2262429 0 440406 CANADIAN PAC RY LTD COM 13645T100 726350 10882816 SH SOLE 9298831 0 1583985 CARLYLE GROUP INC COM 14316J108 40396 1563324 SH SOLE 1233031 0 330293 CATALENT INC COM 148806102 424667 5868803 SH SOLE 5287028 0 581775 CELANESE CORP DEL COM 150870103 34648 383525 SH SOLE 303502 0 80023 CENTENE CORP DEL COM 15135B101 67531 867897 SH SOLE 687330 0 180567 CERIDIAN HCM HLDG INC COM 15677J108 29769 532735 SH SOLE 447849 0 84886 CHARLES RIV LABS INTL INC COM 159864107 3698 18792 SH SOLE 18792 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 41377 369368 SH SOLE 369368 0 0 CHEGG INC COM 163092109 54669 2594633 SH SOLE 2137962 0 456671 CHENIERE ENERGY INC COM NEW 16411R208 48655 293261 SH SOLE 279102 0 14159 CHESAPEAKE ENERGY CORP COM 165167735 6516 69162 SH SOLE 69162 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 759224 505220 SH SOLE 452614 0 52606 CIGNA CORP NEW COM 125523100 105995 382007 SH SOLE 382007 0 0 CISCO SYS INC COM 17275R102 54192 1354793 SH SOLE 1354793 0 0 CITIGROUP INC COM NEW 172967424 650009 15598962 SH SOLE 14077579 0 1521383 CLEARWATER ANALYTICS HLDGS I CL A 185123106 14996 893166 SH SOLE 752707 0 140459 CME GROUP INC COM 12572Q105 51540 290975 SH SOLE 290975 0 0 CNH INDL N V SHS N20944109 110885 9927037 SH SOLE 9406671 0 520366 COMCAST CORP NEW CL A 20030N101 85677 2921123 SH SOLE 2921123 0 0 COOPER COS INC COM NEW 216648402 90144 341584 SH SOLE 300906 0 40678 CORTEVA INC COM 22052L104 60180 1053026 SH SOLE 834012 0 219014 COSTAR GROUP INC COM 22160N109 53496 768069 SH SOLE 727944 0 40125 CREDICORP LTD COM G2519Y108 10579 86147 SH SOLE 56752 0 29395 CROWDSTRIKE HLDGS INC CL A 22788C105 189515 1149899 SH SOLE 1149899 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 135344 902654 SH SOLE 755181 0 147473 DANAHER CORPORATION COM 235851102 634834 2457836 SH SOLE 2166610 0 291226 DARLING INGREDIENTS INC COM 237266101 10060 152077 SH SOLE 152077 0 0 DATADOG INC CL A COM 23804L103 169511 1909334 SH SOLE 1785306 0 124028 DENALI THERAPEUTICS INC COM 24823R105 13599 443101 SH SOLE 370402 0 72699 DENTSPLY SIRONA INC COM 24906P109 375068 13229926 SH SOLE 11799843 0 1430083 DESCARTES SYS GROUP INC COM 249906108 62152 978835 SH SOLE 825935 0 152900 DESPEGAR COM CORP ORD SHS G27358103 8452 1482873 SH SOLE 1083043 0 399830 DEVON ENERGY CORP NEW COM 25179M103 5586 92900 SH SOLE 92900 0 0 DEXCOM INC COM 252131107 124861 1550297 SH SOLE 1469625 0 80672 DISNEY WALT CO COM 254687106 51749 548593 SH SOLE 548593 0 0 DLOCAL LTD CLASS A COM G29018101 25257 1230838 SH SOLE 1230838 0 0 DOLLAR TREE INC COM 256746108 54126 397691 SH SOLE 377046 0 20645 DOUBLEVERIFY HLDGS INC COM 25862V105 55507 2029516 SH SOLE 1708487 0 321029 EDWARDS LIFESCIENCES CORP COM 28176E108 78726 952754 SH SOLE 906716 0 46038 ELECTRONIC ARTS INC COM 285512109 126051 1089370 SH SOLE 992791 0 96579 ELEVANCE HEALTH INC COM 036752103 1187680 2614653 SH SOLE 2361885 0 252768 ENTEGRIS INC COM 29362U104 146621 1766098 SH SOLE 1674297 0 91801 ENVISTA HOLDINGS CORPORATION COM 29415F104 192301 5861039 SH SOLE 5289457 0 571582 EOG RES INC COM 26875P101 130867 1171281 SH SOLE 1171281 0 0 EQT CORP COM 26884L109 11876 291438 SH SOLE 291438 0 0 ESTABLISHMENT LABS HLDGS INC COM G31249108 15808 289469 SH SOLE 243960 0 45509 ETSY INC COM 29786A106 116684 1165321 SH SOLE 1077506 0 87815 EVENTBRITE INC COM CL A 29975E109 19090 3139741 SH SOLE 2620537 0 519204 EVOTEC AG SPONSORED ADS 30050E105 20111 2287892 SH SOLE 1972015 0 315877 EXACT SCIENCES CORP COM 30063P105 34557 1063619 SH SOLE 1008411 0 55208 EXPEDIA GROUP INC COM NEW 30212P303 483300 5158498 SH SOLE 4578181 0 580317 EXPEDITORS INTL WASH INC COM 302130109 22645 256421 SH SOLE 203143 0 53278 FABRINET SHS G3323L100 93004 974369 SH SOLE 821098 0 153271 FEDEX CORP COM 31428X106 96500 649963 SH SOLE 649963 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 296226 3919885 SH SOLE 3363529 0 556356 FIRST CTZNS BANCSHARES INC N CL A 31946M103 75713 94946 SH SOLE 75216 0 19730 FIRST REP BK SAN FRANCISCO C COM 33616C100 197940 1516198 SH SOLE 1348134 0 168064 FISERV INC COM 337738108 65019 694873 SH SOLE 694873 0 0 FIVE BELOW INC COM 33829M101 111537 810179 SH SOLE 715730 0 94449 FLOOR & DECOR HLDGS INC CL A 339750101 51316 730373 SH SOLE 608273 0 122100 FORTIVE CORP COM 34959J108 153800 2638071 SH SOLE 2500753 0 137318 FRESHPET INC COM 358039105 17466 348700 SH SOLE 291413 0 57287 FRESHWORKS INC CLASS A COM 358054104 18230 1405562 SH SOLE 1173164 0 232398 GARMIN LTD SHS H2906T109 555964 6922720 SH SOLE 6641441 0 281279 GCM GROSVENOR INC COM CL A 36831E108 140 17759 SH SOLE 17759 0 0 GENERAC HLDGS INC COM 368736104 177131 994336 SH SOLE 872581 0 121755 GENMAB A/S SPONSORED ADS 372303206 31849 991261 SH SOLE 842865 0 148396 GENTEX CORP COM 371901109 53562 2246742 SH SOLE 1777959 0 468783 GLAUKOS CORP COM 377322102 104669 1965985 SH SOLE 1656503 0 309482 GLOBAL E ONLINE LTD SHS M5216V106 129464 4837968 SH SOLE 4488022 0 349946 GLOBAL PMTS INC COM 37940X102 438185 4055387 SH SOLE 3706397 0 348990 GLOBANT S A COM L44385109 10016 53541 SH SOLE 35182 0 18359 GLOBE LIFE INC COM 37959E102 88319 885844 SH SOLE 701013 0 184831 GOLDMAN SACHS GROUP INC COM 38141G104 87001 296880 SH SOLE 296880 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 73564 1194613 SH SOLE 941612 0 253001 HALOZYME THERAPEUTICS INC COM 40637H109 242297 6127892 SH SOLE 5502232 0 625660 HARLEY DAVIDSON INC COM 412822108 16958 486175 SH SOLE 486175 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 111325 1905590 SH SOLE 1905590 0 0 HUBSPOT INC COM 443573100 448221 1659340 SH SOLE 1510109 0 149231 IAC INC COM NEW 44891N208 39182 707509 SH SOLE 555263 0 152246 ICICI BANK LIMITED ADR 45104G104 12199 581760 SH SOLE 209653 0 372107 ICON PLC SHS G4705A100 58901 320495 SH SOLE 258440 0 62055 IMPERIAL OIL LTD COM NEW 453038408 274073 6329897 SH SOLE 5756632 0 573265 INFOSYS LTD SPONSORED ADR 456788108 1731 101989 SH SOLE 101989 0 0 INGERSOLL RAND INC COM 45687V106 912781 21099882 SH SOLE 18299659 0 2800223 INSPIRE MED SYS INC COM 457730109 23694 133586 SH SOLE 112572 0 21014 INTERCONTINENTAL EXCHANGE IN COM 45866F104 9896 109534 SH SOLE 109534 0 0 INTUIT COM 461202103 20187 52121 SH SOLE 48030 0 4091 INTUIT OPTIONS 461202103 52211 134800 SH Call SOLE 0 0 0 IOVANCE BIOTHERAPEUTICS INC COM 462260100 26427 2758573 SH SOLE 2300656 0 457917 IRHYTHM TECHNOLOGIES INC COM 450056106 52905 422296 SH SOLE 319869 0 102427 ISHARES TR INDIA 50 ETF 464289529 2395 56740 SH SOLE 56740 0 0 JOHN BEAN TECHNOLOGIES CORP COM 477839104 7766 90300 SH SOLE 75881 0 14419 JONES LANG LASALLE INC COM 48020Q107 38503 254869 SH SOLE 201690 0 53179 KANZHUN LIMITED SPONSORED ADS 48553T106 36325 2151941 SH SOLE 2151941 0 0 KE HLDGS INC SPONSORED ADS 482497104 81535 4653814 SH SOLE 4653814 0 0 KINGSOFT CLOUD HLDGS LTD ADS 49639K101 1496 751749 SH SOLE 497739 0 254010 KORNIT DIGITAL LTD SHS M6372Q113 112105 4212908 SH SOLE 3526038 0 686870 KROGER CO COM 501044101 61610 1408236 SH SOLE 1114407 0 293829 LAM RESEARCH CORP COM 512807108 325604 889628 SH SOLE 802469 0 87159 LAMAR ADVERTISING CO NEW CL A 512816109 72566 879700 SH SOLE 696878 0 182822 LANTHEUS HLDGS INC COM 516544103 49461 703270 SH SOLE 592473 0 110797 LATTICE SEMICONDUCTOR CORP COM 518415104 489225 9941581 SH SOLE 8798983 0 1142598 LAUDER ESTEE COS INC CL A 518439104 153069 708979 SH SOLE 692501 0 16478 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 57396 1406767 SH SOLE 1184470 0 222297 LESLIES INC COM 527064109 31517 2142556 SH SOLE 1794221 0 348335 LIBERTY BROADBAND CORP COM SER C 530307305 14604 197884 SH SOLE 156769 0 41115 LIBERTY GLOBAL PLC SHS CL A G5480U104 196951 12633169 SH SOLE 12138624 0 494545 LIBERTY GLOBAL PLC SHS CL C G5480U120 148125 8977251 SH SOLE 8594711 0 382540 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 27824 730869 SH SOLE 578394 0 152475 LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607 27396 726494 SH SOLE 574931 0 151563 LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 51531 2928088 SH SOLE 2447788 0 480300 LINDE PLC SHS G5494J103 19484 72274 SH SOLE 68768 0 3506 LIVE OAK BANCSHARES INC COM 53803X105 23706 774720 SH SOLE 646083 0 128637 LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104 4628 742874 SH SOLE 489170 0 253704 LOWES COS INC COM 548661107 271536 1445802 SH SOLE 1240860 0 204942 LPL FINL HLDGS INC COM 50212V100 205716 941580 SH SOLE 892569 0 49011 LULULEMON ATHLETICA INC COM 550021109 549014 1963850 SH SOLE 1733955 0 229895 LUXFER HLDGS PLC SHS G5698W116 1027 70831 SH SOLE 70831 0 0 M & T BK CORP COM 55261F104 61225 347241 SH SOLE 274789 0 72452 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 23848 460471 SH SOLE 337297 0 123174 MADRIGAL PHARMACEUTICALS INC COM 558868105 13679 210482 SH SOLE 177404 0 33078 MARRIOTT INTL INC NEW CL A 571903202 155176 1107291 SH SOLE 1004789 0 102502 MARSH & MCLENNAN COS INC COM 571748102 580480 3888271 SH SOLE 3506362 0 381909 MASTERCARD INCORPORATED CL A 57636Q104 39832 140087 SH SOLE 140087 0 0 MATCH GROUP INC NEW COM 57667L107 134402 2814693 SH SOLE 2668611 0 146082 MAXCYTE INC COM 57777K106 8261 1270930 SH SOLE 1077411 0 193519 MCKESSON CORP COM 58155Q103 173275 509827 SH SOLE 485223 0 24604 MEDTRONIC PLC SHS G5960L103 67069 830579 SH SOLE 830579 0 0 MERCADOLIBRE INC COM 58733R102 243303 293922 SH SOLE 285206 0 8716 MERCK & CO INC COM 58933Y105 98771 1146895 SH SOLE 1146895 0 0 META PLATFORMS INC CL A 30303M102 703345 5183850 SH SOLE 4742126 0 441724 MICROSOFT CORP COM 594918104 483912 2077766 SH SOLE 1885396 0 192370 MODEL N INC COM 607525102 106144 3100904 SH SOLE 2613763 0 487141 MOELIS & CO CL A 60786M105 46592 1378056 SH SOLE 1091536 0 286520 MONDAY COM LTD SHS M7S64H106 17651 155738 SH SOLE 130231 0 25507 MONOLITHIC PWR SYS INC COM 609839105 271688 747629 SH SOLE 674917 0 72712 MONSTER BEVERAGE CORP NEW COM 61174X109 84620 973092 SH SOLE 930600 0 42492 MOODYS CORP COM 615369105 37495 154230 SH SOLE 146760 0 7470 MORGAN STANLEY COM NEW 617446448 93592 1184553 SH SOLE 1184553 0 0 MORNINGSTAR INC COM 617700109 76081 358330 SH SOLE 262043 0 96287 MOTOROLA SOLUTIONS INC COM NEW 620076307 133300 595168 SH SOLE 566427 0 28741 MSCI INC COM 55354G100 230859 547332 SH SOLE 518782 0 28550 MYRIAD GENETICS INC COM 62855J104 51049 2675545 SH SOLE 2252330 0 423215 NASDAQ INC COM 631103108 344880 6084682 SH SOLE 5442886 0 641796 NATERA INC COM 632307104 5268 120213 SH SOLE 120213 0 0 NETAPP INC COM 64110D104 43624 705314 SH SOLE 558782 0 146532 NETFLIX INC COM 64110L106 172343 732006 SH SOLE 732006 0 0 NEWS CORP NEW CL A 65249B109 54900 3633346 SH SOLE 2875248 0 758098 NEXTERA ENERGY INC COM 65339F101 1217171 15523155 SH SOLE 13604460 0 1918695 NICE LTD SPONSORED ADR 653656108 267750 1422387 SH SOLE 1184776 0 237611 NIO INC SPON ADS 62914V106 6993 443461 SH SOLE 292406 0 151055 NOAH HLDGS LTD SPON ADS CL A 65487X102 4270 323262 SH SOLE 201634 0 121628 NOKIA CORP SPONSORED ADR 654902204 360925 84525880 SH SOLE 81091508 0 3434372 NORFOLK SOUTHN CORP COM 655844108 6079 28994 SH SOLE 28994 0 0 NORTHERN TR CORP COM 665859104 54029 631479 SH SOLE 500209 0 131270 NORTHROP GRUMMAN CORP COM 666807102 206738 439568 SH SOLE 427310 0 12258 NOV INC COM 62955J103 85378 5276790 SH SOLE 4301044 0 975746 NOVANTA INC COM 67000B104 96205 831861 SH SOLE 673659 0 158202 NOVO-NORDISK A S ADR 670100205 20394 204700 SH SOLE 164393 0 40307 NU HLDGS LTD ORD SHS CL A G6683N103 262619 59686104 SH SOLE 54100793 0 5585311 NVENT ELECTRIC PLC SHS G6700G107 82013 2594543 SH SOLE 2054928 0 539615 NVIDIA CORPORATION COM 67066G104 237217 1954172 SH SOLE 1954172 0 0 NXP SEMICONDUCTORS N V COM N6596X109 82849 561648 SH SOLE 548047 0 13601 OGE ENERGY CORP COM 670837103 79447 2179009 SH SOLE 1725537 0 453472 OLO INC CL A 68134L109 17507 2216132 SH SOLE 1859218 0 356914 OMNICOM GROUP INC COM 681919106 53063 841073 SH SOLE 666048 0 175025 ON SEMICONDUCTOR CORP COM 682189105 926840 14869886 SH SOLE 12973997 0 1895889 OPTION CARE HEALTH INC COM NEW 68404L201 35754 1136140 SH SOLE 946844 0 189296 ORACLE CORP COM 68389X105 56779 929739 SH SOLE 884028 0 45711 OTIS WORLDWIDE CORP COM 68902V107 45066 706362 SH SOLE 559631 0 146731 OZON HLDGS PLC SPONSORED ADS 69269L104 0 298287 SH SOLE 192748 0 105539 PAPA JOHNS INTL INC COM 698813102 71437 1020378 SH SOLE 785214 0 235164 PAYCOR HCM INC COM 70435P102 41333 1398279 SH SOLE 1165849 0 232430 PENUMBRA INC COM 70975L107 20297 107051 SH SOLE 90144 0 16907 PHILIP MORRIS INTL INC COM 718172109 99588 1199714 SH SOLE 1199714 0 0 PINDUODUO INC SPONSORED ADS 722304102 9278 148262 SH SOLE 148262 0 0 PINDUODUO INC OPTIONS 722304102 1252 20000 SH Put SOLE 0 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 10825 218766 SH SOLE 183516 0 35250 PROGRESSIVE CORP COM 743315103 1141556 9823219 SH SOLE 8676751 0 1146468 PUBLIC STORAGE COM 74460D109 36824 125760 SH SOLE 99680 0 26080 Q2 HLDGS INC COM 74736L109 56328 1749318 SH SOLE 1456937 0 292381 QUANTA SVCS INC COM 74762E102 47516 372995 SH SOLE 355000 0 17995 RADWARE LTD ORD M81873107 65629 3011864 SH SOLE 2519868 0 491996 RAYTHEON TECHNOLOGIES CORP COM 75513E101 78301 956522 SH SOLE 956522 0 0 RELAY THERAPEUTICS INC COM 75943R102 6837 305626 SH SOLE 259257 0 46369 REPLIGEN CORP COM 759916109 219608 1173683 SH SOLE 1078592 0 95091 RYAN SPECIALTY HOLDINGS INC CL A 78351F107 117264 2886848 SH SOLE 2736694 0 150154 S&P GLOBAL INC COM 78409V104 261102 855090 SH SOLE 773554 0 81536 SBA COMMUNICATIONS CORP NEW CL A 78410G104 84342 296300 SH SOLE 282721 0 13579 SCHLUMBERGER LTD COM STK 806857108 586322 16332100 SH SOLE 13772331 0 2559769 SCHWAB CHARLES CORP COM 808513105 550639 7661596 SH SOLE 6575250 0 1086346 SEA LTD SPONSORD ADS 81141R100 221466 3951224 SH SOLE 3931656 0 19568 SEAGEN INC COM 81181C104 16933 123751 SH SOLE 102530 0 21221 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 645865 17324713 SH SOLE 16285944 0 1038769 SHELL PLC SPON ADS 780259305 37068 744942 SH SOLE 546323 0 198619 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 30535 1416932 SH SOLE 1181169 0 235763 SHOCKWAVE MED INC COM 82489T104 184562 663726 SH SOLE 574403 0 89323 SHOPIFY INC CL A 82509L107 51418 1908615 SH SOLE 1809243 0 99372 SILVERGATE CAP CORP CL A 82837P408 29209 387639 SH SOLE 323157 0 64482 SNAP INC CL A 83304A106 86829 8842045 SH SOLE 8842045 0 0 SNOWFLAKE INC CL A 833445109 92252 542788 SH SOLE 542788 0 0 SOUTHWEST AIRLS CO COM 844741108 356700 11566150 SH SOLE 10428886 0 1137264 SPROUT SOCIAL INC COM CL A 85209W109 26093 430007 SH SOLE 360758 0 69249 STAAR SURGICAL CO COM PAR $0.01 852312305 37124 526202 SH SOLE 443101 0 83101 STORE CAP CORP COM 862121100 50574 1614241 SH SOLE 1281023 0 333218 STRYKER CORPORATION COM 863667101 6985 34488 SH SOLE 34488 0 0 SUNCOR ENERGY INC NEW COM 867224107 433459 15392254 SH SOLE 14762073 0 630181 SVB FINANCIAL GROUP COM 78486Q101 474505 1413144 SH SOLE 1242655 0 170489 SYNCHRONY FINANCIAL COM 87165B103 129750 4602695 SH SOLE 4167457 0 435238 SYNOPSYS INC COM 871607107 254807 834038 SH SOLE 790538 0 43500 SYSCO CORP COM 871829107 46488 657451 SH SOLE 520648 0 136803 T-MOBILE US INC COM 872590104 310004 2310528 SH SOLE 2204462 0 106066 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4004 58403 SH SOLE 58403 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 110292 1011851 SH SOLE 906519 0 105332 TELEDYNE TECHNOLOGIES INC COM 879360105 207150 613832 SH SOLE 542121 0 71711 TELEFONICA BRASIL SA NEW ADR 87936R205 436413 58033684 SH SOLE 53885305 0 4148379 TESLA INC COM 88160R101 214576 808956 SH SOLE 700292 0 108664 THERMO FISHER SCIENTIFIC INC COM 883556102 161790 318992 SH SOLE 303584 0 15408 THREDUP INC CL A 88556E102 2208 1200000 SH SOLE 1006731 0 193269 TJX COS INC NEW COM 872540109 8084 130138 SH SOLE 130138 0 0 TOTALENERGIES SE SPONSORED ADS 89151E109 13786 296349 SH SOLE 266879 0 29470 TRADEWEB MKTS INC CL A 892672106 149110 2642850 SH SOLE 2354023 0 288827 TRANE TECHNOLOGIES PLC SHS G8994E103 5829 40256 SH SOLE 40256 0 0 TRANSDIGM GROUP INC COM 893641100 123388 235105 SH SOLE 224535 0 10570 TREX CO INC COM 89531P105 84590 1925123 SH SOLE 1780556 0 144567 TRIMBLE INC COM 896239100 128276 2363672 SH SOLE 2240417 0 123255 TYLER TECHNOLOGIES INC COM 902252105 205319 590846 SH SOLE 536327 0 54519 TYSON FOODS INC CL A 902494103 64232 974252 SH SOLE 771569 0 202683 UBER TECHNOLOGIES INC COM 90353T100 144924 5468813 SH SOLE 5183967 0 284846 UNITEDHEALTH GROUP INC COM 91324P102 285985 566263 SH SOLE 539242 0 27021 UNITY SOFTWARE INC COM 91332U101 114525 3594642 SH SOLE 3594642 0 0 VAIL RESORTS INC COM 91879Q109 58099 269428 SH SOLE 213356 0 56072 VALMONT INDS INC COM 920253101 189971 707210 SH SOLE 538009 0 169201 VAREX IMAGING CORP COM 92214X106 36392 1721466 SH SOLE 1450453 0 271013 VEEVA SYS INC CL A COM 922475108 1548805 9393531 SH SOLE 8233776 0 1159755 VERACYTE INC COM 92337F107 63188 3806490 SH SOLE 3170517 0 635973 VERASTEM INC COM 92337C104 1626 1913269 SH SOLE 1606535 0 306734 VERISK ANALYTICS INC COM 92345Y106 56562 331681 SH SOLE 314444 0 17237 VERTEX PHARMACEUTICALS INC COM 92532F100 65929 227704 SH SOLE 227704 0 0 VIEWRAY INC COM 92672L107 62764 17242918 SH SOLE 14558219 0 2684699 VISA INC COM CL A 92826C839 410278 2309476 SH SOLE 2272683 0 36793 VONTIER CORPORATION COM 928881101 33199 1986789 SH SOLE 1528511 0 458278 WARNER BROS DISCOVERY INC COM SER A 934423104 114511 9957511 SH SOLE 8951225 0 1006286 WEST PHARMACEUTICAL SVSC INC COM 955306105 225345 915739 SH SOLE 867956 0 47783 WILLIS TOWERS WATSON PLC LTD SHS G96629103 1346782 6702410 SH SOLE 6275494 0 426916 WINGSTOP INC COM 974155103 88074 702229 SH SOLE 587736 0 114493 WNS HLDGS LTD SPON ADR 92932M101 105943 1294518 SH SOLE 1091299 0 203219 WOLFSPEED INC COM 977852102 198714 1922539 SH SOLE 1560503 0 362036 WORKIVA INC COM CL A 98139A105 101957 1310501 SH SOLE 992873 0 317628 YANDEX N V SHS CLASS A N97284108 0 1974776 SH SOLE 1914160 0 60616 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 206635 4960037 SH SOLE 4701721 0 258316 ZSCALER INC COM 98980G102 306580 1865180 SH SOLE 1704596 0 160584