- New Purchases: ANET, NVDA, SWKS, SE, DOCU, RTN, CDAY, NTAP, LGF.A, NSC, RP, ZS, MSCI, TSS, LGF.B, WEX, SPLK, VRNS, TXN, RAMP, AVLR, VCEL, QTNT, FLDM, RDWR, MORN, ACIU, ARCE, TME,
- Added Positions: ALXN, MSFT, AMZN, GOOGL, GOOG, HRS, ICE, WP, AMD, FDX, EXPE, ASND, CREE, CTRP, ABMD, FSLR, SERV, AGN, DXCM, ARGX, FTV, SAGE, LOW, HAS, APTV, CGNX, STI, ADBE, TRMB, FTS, NICE, FB, BR, TIF, BABA, DATA, ACAD, GOOS, PODD, OLLI, LPSN, ADI, STNE, GDI, ALB, COUP, UAA, ABC, ATVI, WCG, YNDX, BIO, HDB, TDY, C, TTD, PKI, TDOC, TRHC, XLRN, AGIO, FND, VC, EQIX, CUB, FISV, MSI, PTC, DWDP, CAE, TEVA, BOKF, IPGP, TEL, AAPL, BMY, CISN, TCMD, LIVN, AMRN, IFRX, CPA, COHR, DSGX, SEDG, NOVT, PAM, RDUS, NOW, NSTG, BB, LIN, GGAL, XENT, HQY, NOAH, INDY,
- Reduced Positions: MDT, AON, V, ASML, TEAM, BKNG, ORCL, PXD, FLIR, INFO, NBIX, QRTEA, ANTM, AMTD, EW, IAC, LULU, ALGN, TTWO, CNI, MMC, CP, FITB, VEEV, Y, HES, DVN, MELI, MPC, ROKU, XEC, APA, DHR, PBR, PFPT, ADP, OXY, PGR, NXPI, PAGS, APD, ARW, WFC, HTHT, BIDU, BK, BSX, CME, HEI, TAL, AAP, AXP, BAC, FIS, XRAY, DCI, GPN, ABT, UHAL, AN, BRK.B, CBS, CE, BAP, CW, EXAS, GNTX, JEC, MTB, NTR, R, CRM, TMO, WBS, MLNX, VMW, BWXT, FRC, AL, BFAM, SYF, HUBS, TRU, CB, CAH, CTAS, CSCO, CMCSA, DLB, EOG, GS, EQC, IBN, KEX, KR, MKTX, PNFP, SIVB, TMK, CMG, L, MA, PBR.A, SSNC, INXN, GLIBA, NWSA, W, AXTA, VRAY, PYPL, LEXEA, DLPH,
- Sold Out: QCOM, SWK, MXIM, LRCX, WAB, BOX, TRIP, CXO, TWTR, WBC, MDLZ, LYB, ABEV, ROG, DLTR, SBAC, CPE, SITE, LW, ZUO, CFG, SBUX, CCI, EPAY, FANG,
For the details of Artisan Partners Limited Partnership's stock buys and sells, go to https://www.gurufocus.com/guru/artisan+partners+limited+partnership/current-portfolio/portfolio
These are the top 5 holdings of Artisan Partners Limited Partnership- Arch Capital Group Ltd (ACGL) - 52,619,046 shares, 3.35% of the total portfolio. Shares reduced by 0.09%
- IHS Markit Ltd (INFO) - 28,158,274 shares, 3.02% of the total portfolio. Shares reduced by 7.13%
- Medtronic PLC (MDT) - 13,999,281 shares, 2.51% of the total portfolio. Shares reduced by 35.7%
- Progressive Corp (PGR) - 17,315,316 shares, 2.46% of the total portfolio. Shares reduced by 2.12%
- Telefonica Brasil SA (VIV) - 96,912,186 shares, 2.31% of the total portfolio. Shares added by 0.35%
Artisan Partners Limited Partnership initiated holding in Arista Networks Inc. The purchase prices were between $199.6 and $315.02, with an estimated average price of $253.02. The stock is now traded at around $267.43. The impact to a portfolio due to this purchase was 0.26%. The holding were 420,443 shares as of .
New Purchase: NVIDIA Corp (NVDA)Artisan Partners Limited Partnership initiated holding in NVIDIA Corp. The purchase prices were between $127.99 and $183.94, with an estimated average price of $154.95. The stock is now traded at around $170.19. The impact to a portfolio due to this purchase was 0.21%. The holding were 584,863 shares as of .
New Purchase: Skyworks Solutions Inc (SWKS)Artisan Partners Limited Partnership initiated holding in Skyworks Solutions Inc. The purchase prices were between $60.72 and $86.07, with an estimated average price of $77.03. The stock is now traded at around $83.64. The impact to a portfolio due to this purchase was 0.16%. The holding were 988,776 shares as of .
New Purchase: Sea Ltd (SE)Artisan Partners Limited Partnership initiated holding in Sea Ltd. The purchase prices were between $10.72 and $24.65, with an estimated average price of $17.32. The stock is now traded at around $24.74. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,217,274 shares as of .
New Purchase: Raytheon Co (RTN)Artisan Partners Limited Partnership initiated holding in Raytheon Co. The purchase prices were between $149.79 and $187.29, with an estimated average price of $174.03. The stock is now traded at around $179.99. The impact to a portfolio due to this purchase was 0.12%. The holding were 343,997 shares as of .
New Purchase: DocuSign Inc (DOCU)Artisan Partners Limited Partnership initiated holding in DocuSign Inc. The purchase prices were between $38.83 and $58.85, with an estimated average price of $50.83. The stock is now traded at around $53.50. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,211,987 shares as of .
Added: Alexion Pharmaceuticals Inc (ALXN)Artisan Partners Limited Partnership added to a holding in Alexion Pharmaceuticals Inc by 220.94%. The purchase prices were between $97.36 and $137.75, with an estimated average price of $123.89. The stock is now traded at around $131.77. The impact to a portfolio due to this purchase was 0.78%. The holding were 4,248,248 shares as of .
Added: Microsoft Corp (MSFT)Artisan Partners Limited Partnership added to a holding in Microsoft Corp by 1686.75%. The purchase prices were between $97.4 and $120.22, with an estimated average price of $108.95. The stock is now traded at around $125.50. The impact to a portfolio due to this purchase was 0.67%. The holding were 3,041,000 shares as of .
Added: Amazon.com Inc (AMZN)Artisan Partners Limited Partnership added to a holding in Amazon.com Inc by 109.51%. The purchase prices were between $1500.28 and $1819.26, with an estimated average price of $1661.42. The stock is now traded at around $1899.87. The impact to a portfolio due to this purchase was 0.66%. The holding were 359,431 shares as of .
Added: Alphabet Inc (GOOGL)Artisan Partners Limited Partnership added to a holding in Alphabet Inc by 41.92%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1167.97. The impact to a portfolio due to this purchase was 0.62%. The holding were 908,204 shares as of .
Added: Alphabet Inc (GOOG)Artisan Partners Limited Partnership added to a holding in Alphabet Inc by 72.37%. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1162.38. The impact to a portfolio due to this purchase was 0.47%. The holding were 485,766 shares as of .
Added: Harris Corp (HRS)Artisan Partners Limited Partnership added to a holding in Harris Corp by 42.22%. The purchase prices were between $130.05 and $165.88, with an estimated average price of $153.69. The stock is now traded at around $181.18. The impact to a portfolio due to this purchase was 0.42%. The holding were 4,535,465 shares as of .
Sold Out: Qualcomm Inc (QCOM)Artisan Partners Limited Partnership sold out a holding in Qualcomm Inc. The sale prices were between $49.4 and $58, with an estimated average price of $54.01.
Sold Out: Stanley Black & Decker Inc (SWK)Artisan Partners Limited Partnership sold out a holding in Stanley Black & Decker Inc. The sale prices were between $115.69 and $138.92, with an estimated average price of $130.46.
Sold Out: Maxim Integrated Products Inc (MXIM)Artisan Partners Limited Partnership sold out a holding in Maxim Integrated Products Inc. The sale prices were between $47.95 and $56.48, with an estimated average price of $53.75.
Sold Out: Lam Research Corp (LRCX)Artisan Partners Limited Partnership sold out a holding in Lam Research Corp. The sale prices were between $131.63 and $183.8, with an estimated average price of $166.29.
Sold Out: Westinghouse Air Brake Technologies Corp (WAB)Artisan Partners Limited Partnership sold out a holding in Westinghouse Air Brake Technologies Corp. The sale prices were between $67.3 and $78.06, with an estimated average price of $72.15.
Sold Out: Box Inc (BOX)Artisan Partners Limited Partnership sold out a holding in Box Inc. The sale prices were between $16.88 and $24.88, with an estimated average price of $20.71.
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