Artisan Partners Limited Partnership
Annual return '25
+22.3%
SPY '25
+17.7%
Alpha
+4.6ptsvs SPY
Invested
$124.7B
Holdings
330
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BK
BANK NEW YORK MELLON CORP
Held since at least Q1 2024
3.2%
02
$SCHW
SCHWAB CHARLES CORP
Q1 2026: Sold 82.0% (195 → 35 shares)
2.9%
03
$GOOGL
ALPHABET INC
Q4 2025: New position (430 shares)
2.8%
04
$ELV
ELEVANCE HEALTH INC FORMERLY
Held since at least Q1 2024
2.6%
05
$AXP
AMERICAN EXPRESS CO
Q4 2025: New position (4.7k shares)
2.4%
06
$META
META PLATFORMS INC
Q4 2025: New position (2.0k shares)
2.4%
07
$C
CITIGROUP INC
Held since at least Q1 2024
2.3%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: New position (290 shares)
2.2%
09
$SU
SUNCOR ENERGY INC NEW
Held since at least Q1 2024
2.0%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +2.4% (13.6k → 13.9k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:11 UTC.