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
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03-31-2026
03-31-2026
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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
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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