Artisan Partners Limited Partnership Buys Arista Networks Inc, Booking Holdings Inc, Cognizant Technology Solutions Corp, Sells Tableau Software Inc, Visa Inc, Veeva Systems Inc

Milwaukee, WI, based Investment company Artisan Partners Limited Partnership (Current Portfolio) buys Arista Networks Inc, Booking Holdings Inc, Cognizant Technology Solutions Corp, Wells Fargo, Ceridian HCM Holding Inc, sells Tableau Software Inc, Visa Inc, Veeva Systems Inc, Expedia Group Inc, Dentsply Sirona Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Artisan Partners Limited Partnership. As of 2019Q2, Artisan Partners Limited Partnership owns 282 stocks with a total value of $54.1 billion. These are the details of the buys and sells.

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/portfolioportfolio

These are the top 5 holdings of Artisan Partners Limited Partnership
  1. Arch Capital Group Ltd (ACGL) - 47,955,591 shares, 3.29% of the total portfolio. Shares reduced by 8.86%
  2. IHS Markit Ltd (INFO) - 26,475,899 shares, 3.12% of the total portfolio. Shares reduced by 5.97%
  3. Allergan PLC (AGN) - 7,594,387 shares, 2.35% of the total portfolio. Shares added by 12.21%
  4. Progressive Corp (PGR) - 14,952,510 shares, 2.21% of the total portfolio. Shares reduced by 13.65%
  5. Telefonica Brasil SA (VIV) - 90,979,707 shares, 2.19% of the total portfolio. Shares reduced by 6.12%
New Purchase: Cognizant Technology Solutions Corp (CTSH)

Artisan Partners Limited Partnership initiated holding in Cognizant Technology Solutions Corp. The purchase prices were between $56.88 and $74.6, with an estimated average price of $65.64. The stock is now traded at around $63.06. The impact to a portfolio due to this purchase was 0.49%. The holding were 4,199,538 shares as of .

New Purchase: Thor Industries Inc (THO)

Artisan Partners Limited Partnership initiated holding in Thor Industries Inc. The purchase prices were between $51.64 and $71.05, with an estimated average price of $60.75. The stock is now traded at around $50.39. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,049,243 shares as of .

New Purchase: E*TRADE Financial Corp (ETFC)

Artisan Partners Limited Partnership initiated holding in E*TRADE Financial Corp. The purchase prices were between $44.26 and $51.27, with an estimated average price of $47.81. The stock is now traded at around $42.44. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,999,302 shares as of .

New Purchase: Masco Corp (MAS)

Artisan Partners Limited Partnership initiated holding in Masco Corp. The purchase prices were between $34.92 and $40.85, with an estimated average price of $38.56. The stock is now traded at around $39.33. The impact to a portfolio due to this purchase was 0.15%. The holding were 2,046,816 shares as of .

New Purchase: Illumina Inc (ILMN)

Artisan Partners Limited Partnership initiated holding in Illumina Inc. The purchase prices were between $300.59 and $368.15, with an estimated average price of $324.32. The stock is now traded at around $296.22. The impact to a portfolio due to this purchase was 0.11%. The holding were 164,608 shares as of .

New Purchase: Spotify Technology SA (SPOT)

Artisan Partners Limited Partnership initiated holding in Spotify Technology SA. The purchase prices were between $121.58 and $150.04, with an estimated average price of $137.43. The stock is now traded at around $157.08. The impact to a portfolio due to this purchase was 0.11%. The holding were 407,498 shares as of .

Added: Arista Networks Inc (ANET)

Artisan Partners Limited Partnership added to a holding in Arista Networks Inc by 305.93%. The purchase prices were between $236.08 and $328.54, with an estimated average price of $277.33. The stock is now traded at around $228.42. The impact to a portfolio due to this purchase was 0.62%. The holding were 1,706,712 shares as of .

Added: Booking Holdings Inc (BKNG)

Artisan Partners Limited Partnership added to a holding in Booking Holdings Inc by 419.81%. The purchase prices were between $1650.46 and $1887.73, with an estimated average price of $1795.29. The stock is now traded at around $1916.00. The impact to a portfolio due to this purchase was 0.6%. The holding were 213,342 shares as of .

Added: Wells Fargo & Co (WFC)

Artisan Partners Limited Partnership added to a holding in Wells Fargo & Co by 527.78%. The purchase prices were between $44.37 and $49.17, with an estimated average price of $46.77. The stock is now traded at around $46.31. The impact to a portfolio due to this purchase was 0.43%. The holding were 5,790,283 shares as of .

Added: Ceridian HCM Holding Inc (CDAY)

Artisan Partners Limited Partnership added to a holding in Ceridian HCM Holding Inc by 372.06%. The purchase prices were between $47 and $53.15, with an estimated average price of $50.59. The stock is now traded at around $51.21. The impact to a portfolio due to this purchase was 0.36%. The holding were 5,004,409 shares as of .

Added: Microsoft Corp (MSFT)

Artisan Partners Limited Partnership added to a holding in Microsoft Corp by 38.01%. The purchase prices were between $119.02 and $137.78, with an estimated average price of $126.89. The stock is now traded at around $137.56. The impact to a portfolio due to this purchase was 0.29%. The holding were 4,196,942 shares as of .

Added: Advanced Micro Devices Inc (AMD)

Artisan Partners Limited Partnership added to a holding in Advanced Micro Devices Inc by 25.78%. The purchase prices were between $26.24 and $33.23, with an estimated average price of $28.48. The stock is now traded at around $33.53. The impact to a portfolio due to this purchase was 0.22%. The holding were 18,793,872 shares as of .

Sold Out: Albemarle Corp (ALB)

Artisan Partners Limited Partnership sold out a holding in Albemarle Corp. The sale prices were between $63.3 and $86.94, with an estimated average price of $73.84.

Sold Out: Tiffany & Co (TIF)

Artisan Partners Limited Partnership sold out a holding in Tiffany & Co. The sale prices were between $89.11 and $109.55, with an estimated average price of $99.41.

Sold Out: SVB Financial Group (SIVB)

Artisan Partners Limited Partnership sold out a holding in SVB Financial Group. The sale prices were between $201.4 and $258.61, with an estimated average price of $231.33.

Sold Out: Hess Corp (HES)

Artisan Partners Limited Partnership sold out a holding in Hess Corp. The sale prices were between $54.18 and $67.88, with an estimated average price of $61.88.

Sold Out: Align Technology Inc (ALGN)

Artisan Partners Limited Partnership sold out a holding in Align Technology Inc. The sale prices were between $268.08 and $331.08, with an estimated average price of $301.8.

Sold Out: Fortis Inc (FTS)

Artisan Partners Limited Partnership sold out a holding in Fortis Inc. The sale prices were between $36.62 and $40, with an estimated average price of $37.8.



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