Managed by
Hedge FundAUM Tracked
$61.3B
AI Exposure
14.5%
AI & Tech holdings for Artisan Partners Limited Partnership
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $GOOGLAI | Alphabet Inc. | 5,534,119 | $2.0B | 3.2% | No change |
| $METAAI | Meta Platforms, Inc. | 2,367,016 | $1.3B | 2.2% | No change |
| $AMZNAI | Amazon.com, Inc. | 4,419,586 | $1.1B | 1.7% | Reduced by 18% |
| $AVGOAI | Broadcom Inc. | 1,612,184 | $609.0M | 1% | Reduced by 22% |
| $TSMAI | Taiwan Semiconductor | 1,176,856 | $562.0M | 0.9% | No change |
| $SHOPAI | Shopify Inc. | 4,074,005 | $465.2M | 0.8% | Reduced by 7% |
| $NVDAAI | NVIDIA Corporation | 2,256,045 | $451.4M | 0.7% | Increased by 8% |
| $LRCXAI | Lam Research | 786,238 | $340.7M | 0.6% | Reduced by 84% |
| $AMDAI | Advanced Micro Devices | 508,327 | $295.3M | 0.5% | Reduced by 67% |
| $MUAI | Micron Technology | 186,067 | $214.8M | 0.4% | Increased by 36% |
| $AAPLAI | Apple Inc. | 650,501 | $188.2M | 0.3% | Increased by 6% |
| $MPWRAI | Monolithic Power Systems | 130,154 | $179.9M | 0.3% | Reduced by 14% |
| $CRWDAI | CrowdStrike Holdings | 207,080 | $158.0M | 0.3% | Reduced by 40% |
| $MDBAI | MongoDB Inc. | 394,179 | $132.4M | 0.2% | Reduced by 68% |
| $NOWAI | ServiceNow Inc. | 1,231,729 | $122.3M | 0.2% | New Position |
| $NETAI | Cloudflare Inc. | 489,716 | $120.1M | 0.2% | Reduced by 27% |
| $ADIAI | Analog Devices | 297,848 | $118.3M | 0.2% | Reduced by 54% |
| $SNOWAI | Snowflake Inc. | 443,946 | $113.0M | 0.2% | Reduced by 33% |
| $AMATAI | Applied Materials | 149,573 | $108.1M | 0.2% | Reduced by 38% |
| $ARMAI | ARM Holdings plc | 279,829 | $99.2M | 0.2% | Reduced by 58% |
| $COINAI | Coinbase Global | 466,035 | $68.1M | 0.1% | Reduced by 7% |
| $BABAAI | Alibaba Group | 649,846 | $62.4M | 0.1% | Reduced by 22% |
| $CDNSAI | Cadence Design Systems | 136,465 | $51.2M | 0.1% | Reduced by 20% |
| $GOOGAI | Alphabet Inc. | 41,908 | $14.8M | 0% | Reduced by 93% |
| $PLTRAI | Palantir Technologies | 118,172 | $13.8M | 0% | Reduced by 24% |
| $CRMAI | Salesforce Inc. | 81,964 | $12.8M | 0% | Reduced by 90% |
| $ABNBAI | Airbnb Inc. | 84,100 | $12.0M | 0% | Reduced by 92% |
| $TXNAI | Texas Instruments | 39,592 | $11.8M | 0% | Reduced by 95% |
| $NXPIAI | NXP Semiconductors | 40,497 | $11.4M | 0% | Reduced by 94% |
| $ASMLAI | ASML Holding NV | 920 | $1.8M | 0% | Reduced by 64% |
| $MSFTAI | Microsoft Corporation | 1,796 | $669.9K | 0% | Increased by 29% |
| $INTCAI | Intel Corporation | 1,479 | $206.5K | 0% | New Position |