Managed by
Hedge FundAUM Tracked
$61.3B
AI Exposure
16.4%
AI & Tech holdings for Artisan Partners Limited Partnership
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGLAI | Alphabet Inc. | 5,620,213 | $1.6B | 2.6% | No change |
| $METAAI | Meta Platforms, Inc. | 2,342,672 | $1.3B | 2.2% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,418,628 | $1.1B | 1.8% | Increased by 17% |
| $LRCXAI | Lam Research | 5,029,666 | $1.1B | 1.8% | Reduced by 37% |
| $AVGOAI | Broadcom Inc. | 2,054,574 | $635.9M | 1% | Increased by 30% |
| $SHOPAI | Shopify Inc. | 4,362,111 | $517.4M | 0.8% | No change |
| $TSMAI | Taiwan Semiconductor | 1,192,157 | $402.9M | 0.7% | Increased by 56% |
| $NVDAAI | NVIDIA Corporation | 2,098,045 | $365.9M | 0.6% | Increased by 11% |
| $AMDAI | Advanced Micro Devices | 1,541,203 | $313.5M | 0.5% | No change |
| $MDBAI | MongoDB Inc. | 1,227,170 | $300.4M | 0.5% | Increased by 186% |
| $ADIAI | Analog Devices | 644,781 | $205.1M | 0.3% | Increased by 36% |
| $GOOGAI | Alphabet Inc. | 580,526 | $166.5M | 0.3% | No change |
| $MPWRAI | Monolithic Power Systems | 150,873 | $165.0M | 0.3% | No change |
| $TXNAI | Texas Instruments | 816,639 | $158.5M | 0.3% | No change |
| $AAPLAI | Apple Inc. | 612,826 | $155.5M | 0.3% | Reduced by 60% |
| $CRMAI | Salesforce Inc. | 795,539 | $148.5M | 0.2% | Increased by 30% |
| $ORCLAI | Oracle Corporation | 963,824 | $141.8M | 0.2% | Reduced by 58% |
| $NETAI | Cloudflare Inc. | 668,158 | $137.9M | 0.2% | Increased by 14% |
| $CRWDAI | CrowdStrike Holdings | 346,469 | $135.3M | 0.2% | Reduced by 10% |
| $ABNBAI | Airbnb Inc. | 1,047,700 | $132.3M | 0.2% | Reduced by 23% |
| $NXPIAI | NXP Semiconductors | 642,528 | $126.5M | 0.2% | No change |
| $BABAAI | Alibaba Group | 828,994 | $104.0M | 0.2% | Reduced by 10% |
| $ARMAI | ARM Holdings plc | 669,054 | $101.2M | 0.2% | Reduced by 46% |
| $SNOWAI | Snowflake Inc. | 662,734 | $100.0M | 0.2% | Reduced by 64% |
| $COINAI | Coinbase Global | 502,082 | $87.7M | 0.1% | Increased by 6% |
| $AMATAI | Applied Materials | 241,110 | $82.4M | 0.1% | Increased by 217% |
| $ZSAI | Zscaler Inc. | 385,216 | $54.0M | 0.1% | Reduced by 35% |
| $CDNSAI | Cadence Design Systems | 169,948 | $47.2M | 0.1% | Reduced by 48% |
| $MUAI | Micron Technology | 136,703 | $46.2M | 0.1% | New Position |
| $ISRGAI | Intuitive Surgical | 80,203 | $37.0M | 0.1% | Reduced by 21% |
| $PLTRAI | Palantir Technologies | 156,084 | $22.8M | 0% | New Position |
| $ASMLAI | ASML Holding NV | 2,573 | $3.4M | 0% | Reduced by 31% |
| $MSFTAI | Microsoft Corporation | 1,396 | $516.8K | 0% | Reduced by 100% |