0001193125-26-220594.txt : 20260513 0001193125-26-220594.hdr.sgml : 20260513 20260513071503 ACCESSION NUMBER: 0001193125-26-220594 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260513 DATE AS OF CHANGE: 20260513 EFFECTIVENESS DATE: 20260513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Artisan Partners Limited Partnership CENTRAL INDEX KEY: 0001466153 ORGANIZATION NAME: EIN: 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: 26970905 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 X0202 13F-HR LIVE 0001466153 XXXXXXXX 03-31-2026 03-31-2026 false Artisan Partners Limited Partnership
875 E Wisconsin Ave Ste 800 Milwaukee WI 53202
13F HOLDINGS REPORT 028-13578 000150114 801-70101 N
Gregory K. Ramirez Vice President 414-390-6100 /s/ Gregory K. Ramirez Milwaukee WI 05-13-2026 0 334 62335996024 false
INFORMATION TABLE 2 53329.xml INFORMATION TABLE FOR FORM 13F ACADIA PHARMACEUTICALS INC COM 004225108 BBG000BHG9K0 29646157 1331813 SH SOLE 1193701 0 138112 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 147171433 742203 SH SOLE 742203 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 313526926 1541203 SH SOLE 1458504 0 82699 AFFILIATED MANAGERS GROUP COM 008252108 BBG000C060M4 48033737 173595 SH SOLE 173595 0 0 AGILYSYS INC COM 00847J105 BBG000BR74W6 38367438 539323 SH SOLE 485590 0 53733 AGIOS PHARMACEUTICALS INC COM 00847X104 BBG000QY4ZD0 16289686 481516 SH SOLE 434560 0 46956 AIRBNB INC COM CL A 009066101 BBG001Y2XS07 132303556 1047700 SH SOLE 1047700 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 BBG000BJQWD2 20375079 177406 SH SOLE 129167 0 48239 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 104005587 828994 SH SOLE 828994 0 0 ALIGN TECHNOLOGY INC COM 016255101 BBG000BRNLL2 37227396 217158 SH SOLE 126779 0 90379 ALKERMES PLC SHS G01767105 BBG000C9F2F9 39311162 1111741 SH SOLE 994443 0 117298 ALLIANT ENERGY CORP COM 018802108 BBG000DW4Q75 46219683 644087 SH SOLE 375718 0 268369 ALLIED GOLD CORP COM NEW 01921D204 BBG01J3PPY06 802450 25883 SH SOLE 25883 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 166529688 580526 SH SOLE 580526 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 1616148450 5620213 SH SOLE 5181098 0 439115 AMAZON COM INC COM 023135106 BBG000BVPV84 1128537654 5418628 SH SOLE 5185970 0 232658 AMDOCS LTD SHS G02602103 BBG000C3MXG5 9157675 140326 SH SOLE 124945 0 15381 AMER SPORTS INC COM SHS G0260P102 BBG01KWR26Q5 155991354 4738498 SH SOLE 4412753 0 325745 AMERICAN EXPRESS CO COM 025816109 BBG000BCQZS4 1389557730 4593883 SH SOLE 4236783 0 357100 AMETEK INC COM 031100100 BBG000B9XG87 58600022 273372 SH SOLE 273372 0 0 AMRIZE LTD SHS H2927K103 BBG01T2JZXN5 45708847 815938 SH SOLE 476002 0 339936 ANALOG DEVICES INC COM 032654105 BBG000BB6G37 205130627 644781 SH SOLE 569780 0 75001 ANGLOGOLD ASHANTI PLC COM SHS G0378L100 BBG01HGVLP51 58252240 598318 SH SOLE 590751 0 7567 AON PLC SHS CL A G0403H108 BBG00SSQFPK6 530699383 1644152 SH SOLE 1512077 0 132075 API GROUP CORP COM STK 00187Y100 BBG00HXKRGY9 257197744 6347427 SH SOLE 5918921 0 428506 APPLE INC COM 037833100 BBG000B9XRY4 155529111 612826 SH SOLE 612826 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 BBG000BBHHP9 46739302 176162 SH SOLE 123473 0 52689 APPLIED MATLS INC COM 038222105 BBG000BBPFB9 82408987 241110 SH SOLE 241110 0 0 ARAMARK COM 03852U106 BBG001KY4N87 45364828 1119014 SH SOLE 1119014 0 0 ARCH CAP GROUP LTD ORD G0450A105 BBG000HXNN20 2175710396 22666011 SH SOLE 22238222 0 427789 ARGENX SE SPONSORED ADR 04016X101 BBG00GHB88X9 1071993495 1467982 SH SOLE 1386822 0 81160 ARIS MINING CORPORATION COM 04040Y109 BBG000K0VQL1 10851751 584370 SH SOLE 584370 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 BBG01J1GXZF0 101214489 669054 SH SOLE 669054 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 BBG000BKDWB5 41475773 212250 SH SOLE 123268 0 88982 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 BBG007R7VNC1 738840836 3230188 SH SOLE 2911135 0 319053 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG000K6MRN4 3398496 2573 SH SOLE 2573 0 0 ASTERA LABS INC COM 04626A103 BBG00TDKHW99 61439407 560579 SH SOLE 522563 0 38016 AURA MINERALS INC SHS NEW G06973112 BBG000QCHWC2 1842691 22582 SH SOLE 22582 0 0 AUTOZONE INC COM 053332102 BBG000C7LMS8 101796078 30137 SH SOLE 28703 0 1434 AXALTA COATING SYS LTD COM G0750C108 BBG0060CPLJ5 797654823 28796203 SH SOLE 27735706 0 1060497 B2GOLD CORP COM 11777Q209 BBG000TPV2Y6 886086 195000 SH SOLE 195000 0 0 BAKER HUGHES COMPANY CL A 05722G100 BBG00GBVBK51 754094660 12352083 SH SOLE 11674930 0 677153 BANK AMERICA CORP COM 060505104 BBG000BCTLF6 139319554 2857837 SH SOLE 2857837 0 0 BANK NEW YORK MELLON CORP COM 064058100 BBG000BD8PN9 1835867225 15475573 SH SOLE 14336714 0 1138859 BAXTER INTL INC COM 071813109 BBG000BCVJ77 81677803 4861774 SH SOLE 4293414 0 568360 BEONE MEDICINES LTD SPONSORED ADS 07725L102 BBG00B6WF7T5 40749036 137216 SH SOLE 122367 0 14849 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG000DWG505 1248630355 2605656 SH SOLE 2432984 0 172672 BIRKENSTOCK HOLDING PLC COM SHS M2029K104 BBG01J9M42H2 30717417 857310 SH SOLE 687213 0 170097 BLOOM ENERGY CORP COM CL A 093712107 BBG000N7KBZ3 82036040 605477 SH SOLE 577173 0 28304 BOOKING HOLDINGS INC COM 09857L108 BBG000BLBVN4 129391554 30732 SH SOLE 30732 0 0 BOSTON SCIENTIFIC CORP COM 101137107 BBG000C0LW92 2785096 44384 SH SOLE 44384 0 0 BRIDGEBIO PHARMA INC COM 10806X102 BBG00P9KDZK6 18891150 254392 SH SOLE 227736 0 26656 BROADCOM INC COM 11135F101 BBG00KHY5S69 635911199 2054574 SH SOLE 1955254 0 99320 BROWN & BROWN INC COM 115236101 BBG000BWSGF4 33043472 506724 SH SOLE 294877 0 211847 BRUKER CORP COM 116794108 BBG000CL1FG7 51571450 1427781 SH SOLE 1080307 0 347474 BUILDERS FIRSTSOURCE INC COM 12008R107 BBG000BKD3K9 240404 2920 SH SOLE 2920 0 0 BWX TECHNOLOGIES INC COM 05605H100 BBG000D86F25 216597645 1059209 SH SOLE 941543 0 117666 CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 47223451 169948 SH SOLE 169948 0 0 CAE INC COM 124765108 BBG000BXWF96 36812740 1413596 SH SOLE 1253874 0 159722 CALIX INC COM 13100M509 BBG000PXJB68 25958576 529875 SH SOLE 474573 0 55302 CAPITAL ONE FINL CORP COM 14040H105 BBG000BGKTF9 245340621 1344848 SH SOLE 1273036 0 71812 CARRIER GLOBAL CORPORATION COM 14448C104 BBG00RP5HYS8 223724923 3973094 SH SOLE 3759801 0 213293 CARVANA CO CL A 146869102 BBG00GCTWDJ3 58138830 184932 SH SOLE 175609 0 9323 CATERPILLAR INC COM 149123101 BBG000BF0K17 106044418 149683 SH SOLE 149683 0 0 CBRE GROUP INC CL A 12504L109 BBG000C04224 536150148 3957996 SH SOLE 3766281 0 191715 CDW CORP COM 12514G108 BBG001P63B80 34549879 285489 SH SOLE 166594 0 118895 CELCUITY INC COM 15102K100 BBG00HKBW045 52169970 457070 SH SOLE 408790 0 48280 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 BBG000BK00N6 30120283 2185797 SH SOLE 1571719 0 614078 CENCORA INC COM 03073E105 BBG000MDCQC2 325192991 1035185 SH SOLE 982088 0 53097 CIRCLE INTERNET GROUP INC COM CL A 172573107 BBG01T61V2V3 23859751 250076 SH SOLE 250076 0 0 CITIGROUP INC COM NEW 172967424 BBG000FY4S11 1303983870 11497962 SH SOLE 10608443 0 889519 CLOUDFLARE INC CL A COM 18915M107 BBG001WMKHH5 137867772 668158 SH SOLE 636665 0 31493 CME GROUP INC COM 12572Q105 BBG000BHLYP4 107300655 363300 SH SOLE 363300 0 0 CNH INDL N V SHS N20944109 BBG0059JSF49 344671943 31333813 SH SOLE 30887319 0 446494 COCA COLA CO COM 191216100 BBG000BMX289 100877435 1326462 SH SOLE 1326462 0 0 COGNEX CORP COM 192422103 BBG000BPBVW5 84721395 1729361 SH SOLE 1258301 0 471060 COHERENT CORP COM 19247G107 BBG000BLW102 76911720 322874 SH SOLE 299880 0 22994 COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7771 87668538 502082 SH SOLE 502082 0 0 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 BBG000BH2VW3 53437347 499855 SH SOLE 396328 0 103527 COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 128500390 4475806 SH SOLE 4475806 0 0 COMFORT SYS USA INC COM 199908104 BBG000BWN2Y9 287074473 208177 SH SOLE 198485 0 9692 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 BBG000GPXR82 37138860 1030490 SH SOLE 1017504 0 12986 COMPASS INC CL A 20464U100 BBG00J5SXTH3 73425712 10044557 SH SOLE 7284385 0 2760172 CONSTELLATION BRANDS INC CL A 21036P108 BBG000J1QLT0 20175900 134506 SH SOLE 134506 0 0 COPA HOLDINGS SA CL A P31076105 BBG000C29813 34497336 303647 SH SOLE 299800 0 3847 COUPANG INC CL A 22266T109 BBG00XMJRPQ8 635683275 33669665 SH SOLE 33186380 0 483285 CREDICORP LTD COM G2519Y108 BBG000FKX7Z8 30348470 89476 SH SOLE 88347 0 1129 CRH PLC ORD G25508105 BBG000D3JXM1 85798944 816200 SH SOLE 644575 0 171625 CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKS03 135264962 346469 SH SOLE 346469 0 0 DBV TECHNOLOGIES S A SPONSORED ADS 23306J309 BBG0076D3T39 46362974 2219386 SH SOLE 1969000 0 250386 DENALI THERAPEUTICS INC COM 24823R105 BBG008P7F869 21114605 1099719 SH SOLE 988285 0 111434 DIAMONDBACK ENERGY INC COM 25278X109 BBG002PHSYX9 154561215 781441 SH SOLE 781441 0 0 DIANTHUS THERAPEUTICS INC COM 252828108 BBG00FB2NPZ0 32067594 382121 SH SOLE 343877 0 38244 DISNEY WALT CO COM 254687106 BBG000BH4R78 98803282 1025143 SH SOLE 1025143 0 0 DOORDASH INC CL A 25809K105 BBG005D7QCJ3 310513122 2068019 SH SOLE 1976377 0 91642 DYNE THERAPEUTICS INC COM 26818M108 BBG00NSGPJD0 11230755 619457 SH SOLE 558306 0 61151 EATON CORP PLC SHS G29183103 BBG000BJ3PD2 197795087 553010 SH SOLE 524071 0 28939 EDGEWISE THERAPEUTICS INC COM 28036F105 BBG00K4Y2H24 20760611 659067 SH SOLE 567801 0 91266 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 416507641 5201144 SH SOLE 4985299 0 215845 ELEVANCE HEALTH INC FORMERLY COM 036752103 BBG000BCG930 1500980481 5127175 SH SOLE 4717832 0 409343 ELI LILLY & CO COM 532457108 BBG000BNBDC2 220779751 240038 SH SOLE 229224 0 10814 EMBRAER S.A. SPONSORED ADS 29082A107 BBG000BG3TV0 4187505 70568 SH SOLE 70568 0 0 EOG RES INC COM 26875P101 BBG000BZ9223 193571857 1338949 SH SOLE 1338949 0 0 ERMENEGILDO ZEGNA N V ORD SHS N30577105 BBG0018F35B8 19174373 1840151 SH SOLE 1650424 0 189727 EVERPURE INC CL A 74624M102 BBG00212PVZ5 123884290 2098311 SH SOLE 1952710 0 145601 EXPEDIA GROUP INC COM NEW 30212P303 BBG000QY3XZ2 39928962 172935 SH SOLE 100623 0 72312 EXPEDITORS INTL WASH INC COM 302130109 BBG000BJ5GK2 19355100 135133 SH SOLE 79053 0 56080 FAIR ISAAC CORP COM 303250104 BBG000DW76Y6 77734324 72816 SH SOLE 69420 0 3396 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 BBG01NMRD768 30331031 130031 SH SOLE 75664 0 54367 FERRARI N V COM N3167Y103 BBG009PH3Q86 34893518 103098 SH SOLE 103098 0 0 FIFTH THIRD BANCORP COM 316773100 BBG000BJL3N0 188366588 4054382 SH SOLE 3522168 0 532214 FIRST CTZNS BANCSHARES INC D CL A 31946M103 BBG000BJCDS3 54574100 28957 SH SOLE 16843 0 12114 FLEXTRONICS INTL LTD ORD Y2573F102 BBG000BP5YT0 35892111 548306 SH SOLE 424017 0 124289 FLOWSERVE CORP COM 34354P105 BBG000FFH4P5 67823340 922641 SH SOLE 659453 0 263188 FRESHPET INC COM 358039105 BBG001D0HB36 17623969 298914 SH SOLE 217719 0 81195 FTAI AVIATION LTD SHS G3730V105 BBG019M62R45 126364613 515774 SH SOLE 479686 0 36088 GALLAGHER ARTHUR J & CO COM 363576109 BBG000BBHXQ3 191651528 884899 SH SOLE 869737 0 15162 GARMIN LTD SHS H2906T109 BBG000C4LN67 1280610980 5519637 SH SOLE 5439529 0 80108 GARTNER INC COM 366651107 BBG000BB65D0 30405872 192029 SH SOLE 109340 0 82689 GE AEROSPACE COM NEW 369604301 BBG000BK6MB5 98787999 348127 SH SOLE 348127 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W31 606153108 694413 SH SOLE 661858 0 32555 GENPACT LIMITED SHS G3922B107 BBG000RQBFV2 39215012 1052752 SH SOLE 600311 0 452441 GENUINE PARTS CO COM 372460105 BBG000BKL348 35191591 332781 SH SOLE 193966 0 138815 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 BBG00PQS00S3 697058 16708 SH SOLE 16708 0 0 GLAUKOS CORP COM 377322102 BBG000WG2LQ1 65399359 607462 SH SOLE 543279 0 64183 GLOBANT S A COM L44385109 BBG00564Y443 10415188 225877 SH SOLE 222913 0 2964 GLOBE LIFE INC COM 37959E102 BBG000BVD6X4 41190006 295969 SH SOLE 172222 0 123747 GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CFJ5 194725748 230175 SH SOLE 230175 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 BBG011768M53 101766659 27805098 SH SOLE 27805098 0 0 GUARDANT HEALTH INC COM 40131M109 BBG006D97VY9 75241878 814571 SH SOLE 699133 0 115438 GUIDEWIRE SOFTWARE INC COM 40171V100 BBG001C7PM75 171282154 1145240 SH SOLE 971076 0 174164 H WORLD GROUP LTD SPONSORED ADS 44332N106 BBG000QFPM65 81458636 1619778 SH SOLE 1487245 0 132533 HDFC BANK LTD SPONSORED ADS 40415F101 BBG000NWKS18 89838819 3610885 SH SOLE 3610885 0 0 HEALTHEQUITY INC COM 42226A107 BBG000TYXCT9 22642623 270942 SH SOLE 191439 0 79503 HESAI GROUP SPONSORED ADS 428050108 BBG01CCYDD47 19713561 1031044 SH SOLE 786510 0 244534 HEXCEL CORP NEW COM 428291108 BBG000BLMDQ9 53312799 658752 SH SOLE 479134 0 179618 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJGH9 34293831 148806 SH SOLE 148806 0 0 HOWMET AEROSPACE INC COM 443201108 BBG00DYNJGH9 175149600 760000 SH Put SOLE 760000 0 0 ICICI BANK LIMITED ADR 45104G104 BBG000DRM643 4571246 176496 SH SOLE 176496 0 0 ICON PLC SHS G4705A100 BBG000CTSZQ6 916148054 8278945 SH SOLE 8048041 0 230904 INFOSYS LTD SPONSORED ADR 456788108 BBG000BSGQL7 1690560 125134 SH SOLE 125134 0 0 INGERSOLL RAND INC COM 45687V106 BBG002R1CW27 121514649 1516658 SH SOLE 1402252 0 114406 INSMED INC COM PAR $.01 457669307 BBG000BWM5P3 1067344315 6527301 SH SOLE 6156978 0 370323 INSPIRE MED SYS INC COM 457730109 BBG00209SZJ7 40262059 780575 SH SOLE 697935 0 82640 INSTALLED BLDG PRODS INC COM 45780R101 BBG005TJKDZ6 71752772 270612 SH SOLE 194197 0 76415 INSULET CORP COM 45784P101 BBG000R7XX87 145413602 692974 SH SOLE 655234 0 37740 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG000BJPDZ1 36972781 80203 SH SOLE 80203 0 0 INVENTIVA SA ADS 46124U107 BBG00VM4C335 1792683 323006 SH SOLE 291272 0 31734 IONIS PHARMACEUTICALS INC COM 462222100 BBG000JH6683 154558340 2058308 SH SOLE 1737541 0 320767 IQVIA HLDGS INC COM 46266C105 BBG00333FYS2 862738837 5058865 SH SOLE 4671619 0 387246 IRHYTHM HOLDINGS INC COM 450056106 BBG001J19V24 171236007 1450907 SH SOLE 1282291 0 168616 ISHARES TR RUS MD CP GR ETF 464287481 BBG000BW05W9 1351 11 SH SOLE 11 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG000CGC9C4 302560000 1220000 SH Put SOLE 1220000 0 0 ISHARES TR INDIA 50 ETF 464289529 BBG000PW4R43 358195 8480 SH SOLE 8480 0 0 ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN3L7 7855068 167700 SH SOLE 167700 0 0 JPMORGAN CHASE & CO COM 46625H100 BBG000DMBXR2 358478378 1218651 SH SOLE 1164296 0 54355 KANZHUN LIMITED SPONSORED ADS 48553T106 BBG01163M5L4 71138097 5312778 SH SOLE 5312778 0 0 KARMAN HLDGS INC COMMON STOCK 485924104 BBG01RXK1PK9 21419299 267574 SH SOLE 267574 0 0 KASPI KZ JSC SPONSORED ADS 48581R205 BBG00NNN9QQ8 28598057 386095 SH SOLE 381209 0 4886 KE HLDGS INC SPONSORED ADS 482497104 BBG00W9L9LX1 57687748 3853557 SH SOLE 3853557 0 0 KINGSOFT CLOUD HLDGS LTD ADS 49639K101 BBG00R6T4PQ2 31415385 2351451 SH SOLE 2351451 0 0 KODIAK SCIENCES INC COM 50015M109 BBG00BVR0D02 26315075 690322 SH SOLE 612389 0 77933 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 BBG000BR4QW0 3356801 122511 SH SOLE 122511 0 0 KOREA ELEC PWR CORP SPONSORED ADR 500631106 BBG000BCWG90 2029813 142443 SH SOLE 142443 0 0 KORNIT DIGITAL LTD SHS M6372Q113 BBG0086KNBP4 36120495 2463881 SH SOLE 2186786 0 277095 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 BBG000C1HQ43 68962376 978051 SH SOLE 701174 0 276877 L3HARRIS TECHNOLOGIES INC COM 502431109 BBG000BLGFJ9 608583072 1763242 SH SOLE 1657053 0 106189 LAM RESEARCH CORP COM NEW 512807306 BBG000BNFLM9 1074638438 5029666 SH SOLE 4698341 0 331325 LAMAR ADVERTISING CO CL A 512816109 BBG000FGMKY1 58861689 464722 SH SOLE 265261 0 199461 LATTICE SEMICONDUCTOR CORP COM 518415104 BBG000C2D1C1 278667880 3004182 SH SOLE 2613935 0 390247 LEGEND BIOTECH CORP SPONSORED ADS 52490G102 BBG00TTGH5W4 40783688 2254488 SH SOLE 2022880 0 231608 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 BBG01HLMBCG3 181941256 2139982 SH SOLE 1979989 0 159993 LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 BBG00B0JR9M0 35287192 3945230 SH SOLE 3506422 0 438808 LINDE PLC SHS G54950103 BBG01FND0CC1 457075847 921970 SH SOLE 885227 0 36743 LINEAGE INC COM 53566V106 BBG01NJDR0W4 10794125 329491 SH SOLE 194258 0 135233 LITHIUM ARGENTINA AG NOTE 1.750% 1/1 53680QAA6 BBG013V3RL41 5260115 5485000 PRN SOLE 5485000 0 0 LIVANOVA PLC SHS G5509L101 BBG009LGHG16 134926185 2122816 SH SOLE 1899795 0 223021 LIVE NATION ENTERTAINMENT IN COM 538034109 BBG000FQ7YR4 195876935 1284355 SH SOLE 1197368 0 86987 LOAR HOLDINGS INC COM SHS 53947R105 BBG01M86F4Y6 47915981 836376 SH SOLE 603547 0 232829 LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 56003986 92662 SH SOLE 92662 0 0 LOCKHEED MARTIN CORP COM 539830109 BBG000C1BW00 61406024 101600 SH Put SOLE 101600 0 0 LUXFER HLDGS PLC SHS G5698W116 BBG0029SH078 18326820 1504665 SH SOLE 1504665 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 BBG000LJQ3H1 232542690 1047159 SH SOLE 863194 0 183965 MADRIGAL PHARMACEUTICALS INC COM 558868105 BBG000QS6NV8 96077684 183540 SH SOLE 143826 0 39714 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 BBG000BB34J0 115255112 3090778 SH SOLE 3090778 0 0 MAREX GROUP PLC ORD G5S37H101 BBG001VHP597 54248644 1216883 SH SOLE 996010 0 220873 MARSH & MCLENNAN COS INC COM 571748102 BBG000BP4MH0 845717397 4875857 SH SOLE 4497862 0 377995 MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 573331105 BBG000NMJFC8 317221 114935 SH SOLE 114935 0 0 MASCO CORP COM 574599106 BBG000BNNKG9 14805803 245251 SH SOLE 139960 0 105291 MASTERCARD INCORPORATED CL A 57636Q104 BBG000F1ZSQ2 35150082 70348 SH SOLE 70348 0 0 MDA SPACE LTD COM 55293N109 BBG00ZS4RR13 32761126 1293000 SH SOLE 1147800 0 145200 MEDLINE INC COM CL A 58507V107 BBG01Y6778L4 295010223 6629443 SH SOLE 6208892 0 420551 MEDTRONIC PLC SHS G5960L103 BBG000BNWG87 115129775 1328676 SH SOLE 1328676 0 0 MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 244237907 141258 SH SOLE 140881 0 377 MERCK & CO INC COM 58933Y105 BBG000BPD168 127731019 1061859 SH SOLE 1061859 0 0 MERCURY SYS INC COM 589378108 BBG000BX5GS3 25829461 354265 SH SOLE 256980 0 97285 META PLATFORMS INC CL A 30303M102 BBG000MM2P62 1340312931 2342672 SH SOLE 2158388 0 184284 MGM RESORTS INTERNATIONAL COM 552953101 BBG000C2BXK4 17475678 472188 SH SOLE 472188 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG000C5Z1S3 46183742 136703 SH SOLE 136703 0 0 MICROSOFT CORP COM 594918104 BBG000BPH459 516757 1396 SH SOLE 1396 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46Z37 6598312 960453 SH SOLE 857542 0 102911 MODINE MFG CO COM 607828100 BBG000BP7CL4 214086292 987893 SH SOLE 765575 0 222318 MOELIS & CO CL A 60786M105 BBG000RNBH63 7318743 128399 SH SOLE 75695 0 52704 MONGODB INC CL A 60937P106 BBG0022FDRY8 300374506 1227170 SH SOLE 1160809 0 66361 MONOLITHIC PWR SYS INC COM 609839105 BBG000C30L48 164957133 150873 SH SOLE 140029 0 10844 MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 95253774 578804 SH SOLE 578804 0 0 NATERA INC COM 632307104 BBG001J1BQ86 3701615 18509 SH SOLE 18509 0 0 NETFLIX INC. COM 64110L106 BBG000CL9VN6 35083885 364887 SH SOLE 364887 0 0 NEWS CORP NEW CL A 65249B109 BBG0035LY913 33535362 1345181 SH SOLE 786159 0 559022 NEWS CORP NEW CL B 65249B208 BBG0035M2ZB7 627 22 SH SOLE 22 0 0 NICE LTD SPONSORED ADR 653656108 BBG000KC17R4 128045489 1161305 SH SOLE 1031107 0 130198 NLIGHT INC COM 65487K100 BBG0020BCPX5 61455358 1077786 SH SOLE 781653 0 296133 NNN REIT INC COM 637417106 BBG000CLP0Y4 38544662 917075 SH SOLE 536267 0 380808 NOKIA CORP SPONSORED ADR 654902204 BBG000BNGBW9 734036185 91298033 SH SOLE 89979513 0 1318520 NOV INC COM 62955J103 BBG000BJX8C8 47947330 2549034 SH SOLE 1486942 0 1062092 NOVANTA INC COM 67000B104 BBG000JB24Q5 20783462 175967 SH SOLE 153942 0 22025 NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 134157328 9335931 SH SOLE 9311624 0 24307 NVENT ELEC PLC SHS G6700G107 BBG00GNT7999 52222158 441513 SH SOLE 257231 0 184282 NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 365899048 2098045 SH SOLE 2098045 0 0 NXP SEMICONDUCTORS N V COM N6596X109 BBG000BND699 126488062 642528 SH SOLE 642528 0 0 OCULAR THERAPEUTIX INC COM 67576A100 BBG001J1BZV0 7647826 902931 SH SOLE 807811 0 95120 OGE ENERGY CORP COM 670837103 BBG000BQGLS5 57074031 1190034 SH SOLE 693635 0 496399 OLLIES BARGAIN OUTLET HLDGS COM 681116109 BBG0098VVDT9 42602003 462864 SH SOLE 336483 0 126381 OMNICOM GROUP INC COM 681919106 BBG000BS9489 32652383 433573 SH SOLE 247777 0 185796 ONTO INNOVATION INC COM 683344105 BBG000BPRN29 37329097 182031 SH SOLE 132575 0 49456 ORACLE CORP COM 68389X105 BBG000BQLTW7 141788149 963824 SH SOLE 912122 0 51702 OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60KV0 31550617 409323 SH SOLE 238942 0 170381 PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 22831968 156084 SH SOLE 156084 0 0 PALVELLA THERAPEUTICS INC NE COM 697947109 BBG0055C3N57 24156671 193796 SH SOLE 173633 0 20163 PARKER-HANNIFIN CORP COM 701094104 BBG000BR3KL6 111275646 124297 SH SOLE 124297 0 0 PARSONS CORP DEL COM 70202L102 BBG000C3TKY6 5392461 99547 SH SOLE 71492 0 28055 PAYCHEX INC COM 704326107 BBG000BQSQ38 27605048 299664 SH SOLE 171017 0 128647 PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00CNYBQ76 56529298 2651468 SH SOLE 1512196 0 1139272 PG&E CORP COM 69331C108 BBG000BQWPC5 2247344 127908 SH SOLE 127908 0 0 PHILIP MORRIS INTL INC COM 718172109 BBG000J2XL74 172138119 1041116 SH SOLE 1041116 0 0 PNC FINL SVCS GROUP INC COM 693475105 BBG000BRD0D8 135402082 650690 SH SOLE 650690 0 0 POLARIS INC COM 731068102 BBG000D5S4M0 31875143 584865 SH SOLE 340806 0 244059 PPL CORP COM 69351T106 BBG000BRJL00 208687 5463 SH SOLE 5463 0 0 PROCEPT BIOROBOTICS CORP COM 74276L105 BBG009KD84H4 29695598 1187349 SH SOLE 914015 0 273334 PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ304 49402071 866703 SH SOLE 616896 0 249807 PROGRESSIVE CORP COM 743315103 BBG000BR37X2 1032632953 5209004 SH SOLE 4806610 0 402394 PROSPERITY BANCSHARES INC COM 743606105 BBG000BHY4D9 45389898 675646 SH SOLE 393210 0 282436 PUBLIC STORAGE OPER CO COM 74460D109 BBG000BPPN67 29871834 110277 SH SOLE 64474 0 45803 RADWARE LTD ORD M81873107 BBG000BKWR89 72371578 2749680 SH SOLE 2441463 0 308217 RALLIANT CORP COM 750940108 BBG01V4YRP24 28875272 694284 SH SOLE 403697 0 290587 RAYMOND JAMES FINL INC COM 754730109 BBG000BS73J1 28330480 195666 SH SOLE 111662 0 84004 RBC BEARINGS INC COM 75524B104 BBG000GMGNB3 312959060 576225 SH SOLE 535504 0 40721 REDDIT INC CL A 75734B100 BBG005K1D4S0 80052625 594524 SH SOLE 566801 0 27723 REPLIGEN CORP COM 759916109 BBG000BS48J3 22397582 190100 SH SOLE 130875 0 59225 REVVITY INC COM 714046109 BBG000FXW512 27366736 312370 SH SOLE 181775 0 130595 RHYTHM PHARMACEUTICALS INC COM 76243J105 BBG007DLZ601 33976483 390669 SH SOLE 283220 0 107449 ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 65806291 949586 SH SOLE 904291 0 45295 ROBLOX CORP CL A 771049103 BBG001R1GCT0 328749235 5812398 SH SOLE 5498303 0 314095 ROCKET COS INC COM CL A 77311W101 BBG00VY1MYW7 74071258 5197983 SH SOLE 4918987 0 278996 ROCKET LAB CORP COM 773121108 BBG01V7JN3F3 45474268 708101 SH SOLE 675024 0 33077 RTX CORPORATION COM 75513E101 BBG000BW8S60 438694916 2274209 SH SOLE 2169485 0 104724 RXSIGHT INC COM 78349D107 BBG00THX1YN4 12681493 2058684 SH SOLE 1856861 0 201823 S&P GLOBAL INC COM 78409V104 BBG000BP1Q11 72688479 170895 SH SOLE 161709 0 9186 SAILPOINT INC COM 78781J109 BBG01RW30Q09 22596059 1706651 SH SOLE 1235250 0 471401 SALESFORCE INC COM 79466L302 BBG000BN2DC2 148503265 795539 SH SOLE 795539 0 0 SCHEIN HENRY INC COM 806407102 BBG000BNMMJ3 484431795 6573023 SH SOLE 6033282 0 539741 SCHWAB CHARLES CORP COM 808513105 BBG000BSLZY7 1640049491 17451048 SH SOLE 16091821 0 1359227 SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 443403081 5354463 SH SOLE 5164879 0 189584 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQF0 32700991 83472 SH SOLE 83472 0 0 SEMTECH CORP COM 816850101 BBG000DBKR53 119797246 1558034 SH SOLE 1413280 0 144754 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYW43 261633073 7428537 SH SOLE 7318715 0 109822 SERVICETITAN INC SHS CL A 81764X103 BBG009DVYCT2 36417092 573859 SH SOLE 412419 0 161440 SHOPIFY INC CL A SUB VTG SHS 82509L107 BBG008HBD923 517433569 4362111 SH SOLE 4155883 0 206228 SILGAN HLDGS INC COM 827048109 BBG000BPDDB6 31660140 815983 SH SOLE 475061 0 340922 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 BBG009T22D49 111409711 836975 SH SOLE 694868 0 142107 SITIME CORP COM 82982T106 BBG00QNSY1H7 67690860 196007 SH SOLE 173620 0 22387 SLB LIMITED COM STK 806857108 BBG000BT41Q8 194555294 3785859 SH SOLE 3785859 0 0 SNAP ON INC COM 833034101 BBG000BT7JW9 53882234 148346 SH SOLE 109748 0 38598 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNJ4 99953542 662734 SH SOLE 662734 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BBZY6 83644915 1638490 SH SOLE 1472824 0 165666 SOMNIGROUP INTERNATIONAL INC COM 88023U101 BBG000PXGT62 342199680 4629325 SH SOLE 4385281 0 244044 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFC2 633315352 1306047 SH SOLE 1228898 0 77149 SPX TECHNOLOGIES INC COM 78473E103 BBG000BTGCV5 56050780 280338 SH SOLE 193009 0 87329 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG000BDTBL9 292653000 450000 SH Put SOLE 450000 0 0 STEVANATO GROUP S P A ORD SHS T9224W109 BBG001RY95L9 31488325 2290060 SH SOLE 1856519 0 433541 STOKE THERAPEUTICS INC COM 86150R107 BBG00JPCBPG9 10272420 315492 SH SOLE 282845 0 32647 STRYKER CORPORATION COM 863667101 BBG000DN7P92 4063344 12366 SH SOLE 12366 0 0 SUNCOR ENERGY INC NEW COM 867224107 BBG000BC1LY5 1141962692 17262055 SH SOLE 17013176 0 248879 SYSCO CORP COM 871829107 BBG000BTVJ25 30370459 425774 SH SOLE 248915 0 176859 T-MOBILE US INC COM 872590104 BBG000NDV1D4 14349880 68323 SH SOLE 68323 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG000BD8ZK0 402889458 1192157 SH SOLE 1192157 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG000BD8ZK0 89725725 265500 SH Call SOLE 265500 0 0 TARSUS PHARMACEUTICALS INC COM 87650L103 BBG00RB9BNQ7 21557586 307307 SH SOLE 275068 0 32239 TELEDYNE TECHNOLOGIES INC COM 879360105 BBG000BMT9T6 112791353 186429 SH SOLE 173031 0 13398 TEXAS INSTRS INC COM 882508104 BBG000BVV7G1 158542295 816639 SH SOLE 816639 0 0 TEXAS ROADHOUSE INC COM 882681109 BBG000PSJMV7 83553456 505955 SH SOLE 466999 0 38956 THE BALDWIN INSURANCE GRP IN COM CL A 05589G102 BBG00QDCHF36 26722262 1217970 SH SOLE 879743 0 338227 THERMO FISHER SCIENTIFIC INC COM 883556102 BBG000BVDLH9 153761398 312822 SH SOLE 312822 0 0 TOPBUILD COR COM 89055F103 BBG0077VS2C0 91555449 260619 SH SOLE 242495 0 18124 TRADEWEB MKTS INC CL A 892672106 BBG00NK8H8T2 62454084 530801 SH SOLE 491086 0 39715 TRAEGER INC COM NEW 89269P202 BBG011PTS772 1160000 40000 SH SOLE 40000 0 0 TWIST BIOSCIENCE CORP COM 90184D100 BBG006KDCHJ4 302596753 6367777 SH SOLE 5404175 0 963602 TYLER TECHNOLOGIES INC COM 902252105 BBG000BVWZF9 181582330 530353 SH SOLE 496342 0 34011 TYSON FOODS INC CL A 902494103 BBG000DKCC19 47328957 738707 SH SOLE 431965 0 306742 U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGB59 43359516 970663 SH SOLE 566222 0 404441 UGI CORP NEW COM 902681105 BBG000BVYN55 43770940 1201838 SH SOLE 700807 0 501031 UNION PAC CORP COM 907818108 BBG000BW3299 152113763 626963 SH SOLE 626963 0 0 UNITED PARCEL SVCS INC CL B 911312106 BBG000L9CV04 139437221 1417333 SH SOLE 1417333 0 0 US FOODS HLDG CORP COM 912008109 BBG00C6H6D40 278493026 3020204 SH SOLE 2804591 0 215613 VAALCO ENERGY INC COM NEW 91851C201 BBG000BTBH21 936817 147763 SH SOLE 147763 0 0 VAIL RESORTS INC COM 91879Q109 BBG000BCMWM1 34630873 269879 SH SOLE 157720 0 112159 VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 BBG000PTYMS2 34174188 284690 SH SOLE 123800 0 160890 VANECK ETF TRUST VANECK VIETNAM 92189F817 BBG000NWYK65 4967416 286968 SH SOLE 286968 0 0 VAXCYTE INC COM 92243G108 BBG009PHHPL8 17283774 297432 SH SOLE 215634 0 81798 VEEVA SYS INC CL A COM 922475108 BBG001CGB489 60497304 344400 SH SOLE 344400 0 0 VENTURE GLOBAL INC COM CL A 92333F101 BBG01RGY23K6 8030256 509534 SH SOLE 509534 0 0 VERACYTE INC COM 92337F107 BBG001J2M542 177038065 5496370 SH SOLE 4889589 0 606781 VERALTO CORP COM SHS 92338C103 BBG019Q32XJ9 32909836 372199 SH SOLE 212433 0 159766 VIKING HOLDINGS LTD ORD SHS G93A5A101 BBG004YZ9G29 159982491 2177225 SH SOLE 2053706 0 123519 VISA INC COM CL A 92826C839 BBG000PSKYX7 279425716 924516 SH SOLE 924516 0 0 VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 BBG00PMMBQS1 62400860 826830 SH SOLE 816477 0 10353 VITA COCO CO INC COM 92846Q107 BBG012QFVSL3 51829565 1081811 SH SOLE 788365 0 293446 VONTIER CORPORATION COM 928881101 BBG00RRGSJR4 51072863 1439889 SH SOLE 837498 0 602391 VSE CORP COM 918284100 BBG000BWJYL8 104159262 564855 SH SOLE 403122 0 161733 WARBY PARKER INC CL A COM 93403J106 BBG005DWN8K8 28276003 1342003 SH SOLE 965970 0 376033 WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9T6 37709555 1476490 SH SOLE 859328 0 617162 WATERS CORP COM 941848103 BBG000FQRVM3 159196643 534576 SH SOLE 478127 0 56449 WAYSTAR HLDG CORP COM 946784105 BBG01JRQSDB9 106286617 4408404 SH SOLE 3853625 0 554779 WELLS FARGO & CO COM 949746101 BBG000BWQFY7 184280989 2314797 SH SOLE 2314797 0 0 WELLS FARGO & CO COM 949746101 BBG000BWQFY7 106995840 1344000 SH Call SOLE 1344000 0 0 WESCO INTL INC COM 95082P105 BBG000D0FNV3 123131401 450009 SH SOLE 422299 0 27710 WEST PHARMACEUTICAL SVSC INC COM 955306105 BBG000BX24N8 666174221 2657893 SH SOLE 2498071 0 159822 WILLIAMS COS INC COM 969457100 BBG000BWVCP8 336379335 4621865 SH SOLE 4373772 0 248093 WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG000DB3KT1 1100769562 3786617 SH SOLE 3732320 0 54297 WINGSTOP INC COM 974155103 BBG008N298Y8 72910764 470483 SH SOLE 406246 0 64237 WOODWARD INC COM 980745103 BBG000BD53V2 504432318 1409344 SH SOLE 1327185 0 82159 XYLEM INC COM 98419M100 BBG001D8R5D0 271888076 2275214 SH SOLE 2158858 0 116356 YORK SPACE SYSTEMS INC COM 987084100 BBG01YLLYSD1 15646389 705746 SH SOLE 510912 0 194834 ZSCALER INC COM 98980G102 BBG003338H34 54041922 385216 SH SOLE 358771 0 26445