- New Purchases: CTSH, THO, ETFC, MAS, SPOT, ILMN, CNC, CTLT, NFLX, PLAN, SPGI, CCC, IOVA, EL, MCO, SBAC, AMT, MLAB, WY, IQV, FLT, COR, DIS, DBVT, SAIL, ODT, TJX, HRTX, CHTR, PRGO,
- Added Positions: ANET, BKNG, WFC, CDAY, MSFT, AGN, AMD, DXCM, ALXN, TME, FTV, CNI, FSLR, PAGS, NICE, COUP, FIS, NYT, GWRE, ASND, ARGX, ABMD, ATVI, FDX, GPN, HAS, WEX, TRU, AMZN, BIDU, LOW, TMO, WWE, MSCI, ZNGA, SE, CME, GOOGL, LGF.B, NVDA, NTAP, MA, MELI, NOW, ZS, BAP, DHR, ICE, LPSN, WLTW, HTHT, BABA, W, TRHC, TDY, TAL, YNDX, GOOS, AVLR, DOW, ACAD, BK, CAE, CGNX, EQIX, MORN, RTN, SNY, CMG, IPGP, SSNC, RP, INXN, AGIO, HUBS, VRAY, SEDG, GDI, VCEL, AAPL, BRK.B, BIO, CMCSA, CREE, CTRP, CUB, LIVN, DSGX, DLB, IBN, RDWR, STI, TEVA, TRMB, NEO, NOVT, FRC, RDUS, NSTG, VRNS, QTNT, SAGE, XENT, VIRT, CISN, TCMD, CB, RAMP, AMRN, CAH, CSCO, EOG, GS, BB, SWKS, PBR.A, FLDM, OAK, XLRN, GKOS, TDOC, NGVT, ACIU, INDY,
- Reduced Positions: DATA, V, VEEV, EXPE, MDT, PGR, XRAY, ACGL, MMC, PXD, BSX, PODD, AON, ASML, TEAM, INFO, AMTD, FB, VIV, QRTEA, OLLI, HDB, A, CTAS, NXPI, JEC, C, IAC, TTD, CP, TTWO, WCG, DD, NSC, ADI, EW, FLIR, ORCL, TSS, LULU, GOOG, HQY, UHAL, CE, GNTX, IMO, KEX, KR, MTB, OMC, PKI, PBR, R, TMK, WBS, APTV, STNE, ADBE, AAP, ABC, ARW, AN, BOKF, BAC, CBS, XEC, DVN, EXAS, FITB, FLR, HRB, EQC, MSI, PNFP, NTR, ROP, TXN, UTX, ANTM, WST, L, BR, TEL, VMW, AL, GLIBA, NWSA, QTWO, SYF, AXTA, STOR, LEXEA, DLPH, APA, COHR, DCI, FISV, HALO, MPWR, NBIX, ACIW, TYL, UAA, JBT, PAM, BWXT, MPC, AMBA, BFAM, BNFT, CHGG, PYPL, BL, LGF.A, FND, ROKU, ARCE,
- Sold Out: ALB, TIF, HES, SIVB, DOCU, ALGN, FTS, MKTX, VC, CW, LIN, ABT, OXY, BMY, Y, HEI, PTC, ADP, APD, PFPT, SPLK, CRM, MLNX, GGAL, GRAM, IFRX,
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- Arch Capital Group Ltd (ACGL) - 47,955,591 shares, 3.29% of the total portfolio. Shares reduced by 8.86%
- IHS Markit Ltd (INFO) - 26,475,899 shares, 3.12% of the total portfolio. Shares reduced by 5.97%
- Allergan PLC (AGN) - 7,594,387 shares, 2.35% of the total portfolio. Shares added by 12.21%
- Progressive Corp (PGR) - 14,952,510 shares, 2.21% of the total portfolio. Shares reduced by 13.65%
- Telefonica Brasil SA (VIV) - 90,979,707 shares, 2.19% of the total portfolio. Shares reduced by 6.12%
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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