Artisan Partners Limited Partnership

Artisan Partners Limited Partnership as of June 30, 2012

Portfolio Holdings for Artisan Partners Limited Partnership

Artisan Partners Limited Partnership holds 334 positions in its portfolio as reported in the June 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arch Capital Group (ACGL) 2.3 $815M 21M 39.69
Aon 2.0 $713M 15M 46.78
Covidien 1.9 $673M 13M 53.50
Canadian Pacific Railway 1.7 $609M 8.3M 73.26
Te Connectivity Ltd for (TEL) 1.7 $592M 19M 31.91
Baidu (BIDU) 1.4 $501M 4.4M 114.98
Ihs 1.3 $464M 4.3M 107.73
Unilever (UL) 1.2 $442M 13M 33.73
Signet Jewelers (SIG) 1.2 $434M 9.9M 44.01
Progressive Corporation (PGR) 1.2 $413M 20M 20.83
Discover Financial Services (DFS) 1.1 $371M 11M 34.58
Regeneron Pharmaceuticals (REGN) 1.0 $364M 3.2M 114.22
CIGNA Corporation 0.9 $335M 7.6M 44.00
Alleghany Corporation 0.9 $328M 966k 339.75
Cerner Corporation 0.9 $324M 3.9M 82.66
Avnet (AVT) 0.9 $324M 11M 30.86
Western Union Company (WU) 0.9 $322M 19M 16.84
Agilent Technologies Inc C ommon (A) 0.9 $322M 8.2M 39.24
athenahealth 0.9 $304M 3.8M 79.17
Cepheid 0.9 $305M 6.8M 44.75
Arrow Electronics (ARW) 0.8 $302M 9.2M 32.81
Ingram Micro 0.8 $286M 16M 17.47
Google 0.8 $280M 482k 580.07
Cimarex Energy 0.8 $275M 5.0M 55.12
Analog Devices (ADI) 0.8 $271M 7.2M 37.67
Schlumberger (SLB) 0.8 $266M 4.1M 64.91
Jacobs Engineering 0.8 $264M 7.0M 37.86
Kroger (KR) 0.7 $262M 11M 23.19
Allstate Corporation (ALL) 0.7 $258M 7.3M 35.09
Concur Technologies 0.7 $259M 3.8M 68.10
Oracle Corporation (ORCL) 0.7 $259M 8.7M 29.70
Verisk Analytics (VRSK) 0.7 $254M 5.2M 49.26
Spirit AeroSystems Holdings (SPR) 0.7 $252M 11M 23.83
Coach 0.7 $249M 4.3M 58.48
FLIR Systems 0.7 $247M 13M 19.50
Trimble Navigation (TRMB) 0.7 $245M 5.3M 46.01
AMERIGROUP Corporation 0.7 $243M 3.7M 65.91
H&R Block (HRB) 0.7 $237M 15M 15.98
LKQ Corporation (LKQ) 0.7 $237M 7.1M 33.40
Towers Watson & Co 0.7 $236M 3.9M 59.90
Hubbell Incorporated 0.7 $232M 3.0M 77.94
Southwestern Energy Company (SWN) 0.7 $232M 7.3M 31.93
Dresser-Rand 0.7 $232M 5.2M 44.54
Ralph Lauren Corp (RL) 0.7 $232M 1.7M 140.06
Fidelity National Financial 0.7 $229M 12M 19.26
Fossil 0.7 $229M 3.0M 76.54
Citrix Systems 0.6 $225M 2.7M 83.94
Mattel (MAT) 0.6 $228M 7.0M 32.44
Teradata Corporation (TDC) 0.6 $224M 3.1M 72.01
Rockwell Collins 0.6 $223M 4.5M 49.35
VMware 0.6 $221M 2.4M 91.04
Cameron International Corporation 0.6 $224M 5.2M 42.71
Annaly Capital Management 0.6 $218M 13M 16.78
Bank of New York Mellon Corporation (BK) 0.6 $217M 9.9M 21.95
Lexmark International 0.6 $216M 8.1M 26.58
Omni (OMC) 0.6 $216M 4.4M 48.60
Applied Materials (AMAT) 0.6 $212M 19M 11.46
Lam Research Corporation (LRCX) 0.6 $207M 5.5M 37.74
BorgWarner (BWA) 0.6 $208M 3.2M 65.59
Ensco Plc Shs Class A 0.6 $207M 4.4M 46.97
Icon 0.6 $205M 9.1M 22.53
Loews Corporation (L) 0.6 $203M 5.0M 40.91
Dun & Bradstreet Corporation 0.6 $201M 2.8M 71.17
Mettler-Toledo International (MTD) 0.6 $203M 1.3M 155.85
L-3 Communications Holdings 0.6 $202M 2.7M 74.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.6 $201M 2.2M 93.38
Target Corporation (TGT) 0.5 $190M 3.3M 58.19
Accenture (ACN) 0.5 $191M 3.2M 60.09
Chipotle Mexican Grill (CMG) 0.5 $192M 505k 379.95
Woodward Governor Company (WWD) 0.5 $191M 4.8M 39.44
MasterCard Incorporated (MA) 0.5 $186M 433k 430.11
IPG Photonics Corporation (IPGP) 0.5 $188M 4.3M 43.59
Becton, Dickinson and (BDX) 0.5 $185M 2.5M 74.75
Johnson & Johnson (JNJ) 0.5 $181M 2.7M 67.56
Mohawk Industries (MHK) 0.5 $179M 2.6M 69.83
Synopsys (SNPS) 0.5 $180M 6.1M 29.43
Saic 0.5 $179M 15M 12.12
Hatteras Financial 0.5 $180M 6.3M 28.60
Ansys (ANSS) 0.5 $175M 2.8M 63.11
3M Company (MMM) 0.5 $177M 2.0M 89.60
Starwood Hotels & Resorts Worldwide 0.5 $175M 3.3M 53.04
ARM Holdings 0.5 $175M 7.3M 23.79
Flowserve Corporation (FLS) 0.5 $174M 1.5M 114.75
Allied World Assurance 0.5 $172M 2.2M 79.47
Noble Energy 0.5 $170M 2.0M 84.82
Marsh & McLennan Companies (MMC) 0.5 $170M 5.3M 32.23
McDermott International 0.5 $168M 15M 11.14
Ryder System (R) 0.5 $167M 4.6M 36.01
Northern Trust Corporation (NTRS) 0.5 $161M 3.5M 46.02
Patterson-UTI Energy (PTEN) 0.5 $161M 11M 14.56
Precision Castparts 0.5 $164M 998k 164.49
Ares Capital Corporation (ARCC) 0.5 $162M 10M 15.96
Broadridge Financial Solutions (BR) 0.5 $159M 7.5M 21.27
Hess (HES) 0.5 $159M 3.7M 43.45
Chubb Corporation 0.4 $154M 2.1M 72.82
SYSCO Corporation (SYY) 0.4 $155M 5.2M 29.81
salesforce (CRM) 0.4 $155M 1.1M 138.26
Wal-Mart Stores (WMT) 0.4 $150M 2.1M 69.72
Red Hat 0.4 $149M 2.6M 56.48
Rockwell Automation (ROK) 0.4 $147M 2.2M 66.06
Roper Industries (ROP) 0.4 $145M 1.5M 98.58
Open Text Corp (OTEX) 0.4 $145M 2.9M 49.90
American Express Company (AXP) 0.4 $142M 2.4M 58.21
Incyte Corporation (INCY) 0.4 $140M 6.2M 22.70
Cisco Systems (CSCO) 0.4 $136M 7.9M 17.17
Manpower (MAN) 0.4 $135M 3.7M 36.65
TreeHouse Foods (THS) 0.4 $135M 2.2M 62.29
Cabot Oil & Gas Corporation (CTRA) 0.4 $131M 3.3M 39.40
Tractor Supply Company (TSCO) 0.4 $128M 1.5M 83.06
Aruba Networks 0.3 $119M 7.9M 15.05
Juniper Networks (JNPR) 0.3 $116M 7.1M 16.31
Alexion Pharmaceuticals 0.3 $116M 1.2M 99.30
Mead Johnson Nutrition 0.3 $115M 1.4M 80.51
H.B. Fuller Company (FUL) 0.3 $113M 3.7M 30.70
Intuitive Surgical (ISRG) 0.3 $109M 196k 553.79
Emcor (EME) 0.3 $108M 3.9M 27.82
Diebold Incorporated 0.3 $107M 2.9M 36.91
Pall Corporation 0.3 $102M 1.9M 54.81
Chart Industries (GTLS) 0.3 $104M 1.5M 68.76
Arcos Dorados Holdings (ARCO) 0.3 $102M 6.9M 14.78
Linkedin Corp 0.3 $99M 927k 106.27
Apple (AAPL) 0.3 $94M 161k 584.00
HDFC Bank (HDB) 0.3 $95M 2.9M 32.60
New Oriental Education & Tech 0.3 $97M 4.0M 24.50
Qlik Technologies 0.3 $94M 4.2M 22.12
VeriFone Systems 0.3 $91M 2.8M 33.09
Covance 0.3 $93M 1.9M 47.85
American Water Works (AWK) 0.3 $91M 2.7M 34.28
FTI Consulting (FCN) 0.2 $87M 3.0M 28.75
Edwards Lifesciences (EW) 0.2 $90M 871k 103.30
Rent-A-Center (UPBD) 0.2 $88M 2.6M 33.74
Ultratech 0.2 $88M 2.8M 31.50
Allergan 0.2 $89M 959k 92.57
Total System Services 0.2 $83M 3.5M 23.93
Campbell Soup Company (CPB) 0.2 $81M 2.4M 33.38
Under Armour (UAA) 0.2 $81M 858k 94.48
Lululemon Athletica (LULU) 0.2 $82M 1.4M 59.63
Validus Holdings 0.2 $80M 2.5M 32.03
Cloud Peak Energy 0.2 $80M 4.7M 16.91
Hasbro (HAS) 0.2 $80M 2.3M 33.87
Republic Services (RSG) 0.2 $79M 3.0M 26.46
Intersil Corporation 0.2 $76M 7.1M 10.65
Altera Corporation 0.2 $78M 2.3M 33.84
Tesla Motors (TSLA) 0.2 $77M 2.5M 31.29
Owens Corning (OC) 0.2 $73M 2.5M 28.54
Matthews International Corporation (MATW) 0.2 $73M 2.2M 32.49
Ariad Pharmaceuticals 0.2 $74M 4.3M 17.21
Tech Data Corporation 0.2 $71M 1.5M 48.17
CACI International (CACI) 0.2 $66M 1.2M 55.02
DaVita (DVA) 0.2 $68M 695k 98.21
Progress Software Corporation (PRGS) 0.2 $68M 3.3M 20.87
Sykes Enterprises, Incorporated 0.2 $69M 4.3M 15.96
DreamWorks Animation SKG 0.2 $67M 3.5M 19.06
Berkshire Hathaway (BRK.B) 0.2 $63M 760k 83.33
MercadoLibre (MELI) 0.2 $64M 848k 75.80
MicroStrategy Incorporated (MSTR) 0.2 $64M 495k 129.86
SCANA Corporation 0.2 $65M 1.4M 47.84
World Fuel Services Corporation (WKC) 0.2 $63M 1.7M 38.03
BMC Software 0.2 $61M 1.4M 42.68
Tidewater 0.2 $59M 1.3M 46.36
Tetra Tech (TTEK) 0.2 $59M 2.2M 26.08
Warna 0.2 $61M 1.4M 42.58
EarthLink 0.2 $59M 7.9M 7.44
Comstock Resources 0.2 $60M 3.6M 16.42
Oge Energy Corp (OGE) 0.2 $60M 1.2M 51.79
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $57M 1.0M 55.92
Core Laboratories 0.2 $58M 501k 115.90
Schnitzer Steel Industries (RDUS) 0.2 $56M 2.0M 28.02
Regis Corporation 0.2 $55M 3.1M 17.96
Meredith Corporation 0.2 $56M 1.8M 31.94
Broadcom Corporation 0.2 $57M 1.7M 33.80
Atlas Air Worldwide Holdings 0.2 $56M 1.3M 43.51
Skechers USA (SKX) 0.2 $57M 2.8M 20.37
Granite Construction (GVA) 0.1 $52M 2.0M 26.11
Sensient Technologies Corporation (SXT) 0.1 $54M 1.5M 36.73
Platinum Underwriter/ptp 0.1 $53M 1.4M 38.10
Universal Display Corporation (OLED) 0.1 $53M 1.5M 35.94
Websense 0.1 $54M 2.9M 18.73
Equifax (EFX) 0.1 $49M 1.0M 46.60
Apache Corporation 0.1 $50M 569k 87.89
Coinstar 0.1 $51M 741k 68.66
Mueller Industries (MLI) 0.1 $49M 1.2M 42.59
Wynn Resorts (WYNN) 0.1 $51M 490k 103.72
QLogic Corporation 0.1 $50M 3.6M 13.69
Unit Corporation 0.1 $50M 1.4M 36.89
Jack in the Box (JACK) 0.1 $48M 1.7M 27.88
National-Oilwell Var 0.1 $45M 703k 64.44
WMS Industries 0.1 $45M 2.2M 19.95
CONMED Corporation (CNMD) 0.1 $46M 1.6M 27.67
Monsanto Company 0.1 $43M 520k 82.78
Forest Oil Corporation 0.1 $43M 5.8M 7.33
Minerals Technologies (MTX) 0.1 $44M 692k 63.78
Neutral Tandem 0.1 $41M 3.1M 13.18
Curtiss-Wright (CW) 0.1 $39M 1.3M 31.05
Baker Hughes Incorporated 0.1 $38M 930k 41.10
Texas Instruments Incorporated (TXN) 0.1 $38M 1.3M 28.69
Vodafone 0.1 $40M 1.4M 28.18
PICO Holdings 0.1 $41M 1.8M 22.41
Oceaneering International (OII) 0.1 $38M 800k 47.86
Comfort Systems USA (FIX) 0.1 $37M 3.7M 10.02
Kaydon Corporation 0.1 $39M 1.8M 21.39
Quanex Building Products Corporation (NX) 0.1 $40M 2.3M 17.88
Adtran 0.1 $35M 1.2M 30.19
Liberty Global 0.1 $37M 736k 49.63
Astec Industries (ASTE) 0.1 $36M 1.2M 30.68
GulfMark Offshore 0.1 $36M 1.1M 34.04
Mosaic (MOS) 0.1 $36M 655k 54.76
Goldman Sachs (GS) 0.1 $31M 326k 95.86
Harsco Corporation (NVRI) 0.1 $31M 1.5M 20.38
CVS Caremark Corporation (CVS) 0.1 $33M 706k 46.73
eBay (EBAY) 0.1 $34M 799k 42.01
Royal Dutch Shell 0.1 $32M 468k 67.43
EMC Corporation 0.1 $32M 1.3M 25.63
Starbucks Corporation (SBUX) 0.1 $31M 587k 53.32
Beacon Roofing Supply (BECN) 0.1 $33M 1.3M 25.22
Ryanair Holdings 0.1 $31M 1.0M 30.40
Atlantic Tele-Network 0.1 $31M 927k 33.73
CommVault Systems (CVLT) 0.1 $31M 624k 49.57
Mobile TeleSystems OJSC 0.1 $27M 1.6M 17.20
Seacor Holdings 0.1 $29M 329k 89.38
Arbitron 0.1 $29M 824k 35.00
Biogen Idec (BIIB) 0.1 $29M 198k 144.38
IDEX Corporation (IEX) 0.1 $30M 771k 38.98
Endurance Specialty Hldgs Lt 0.1 $28M 719k 38.32
Darling International (DAR) 0.1 $27M 1.6M 16.49
ManTech International Corporation 0.1 $29M 1.2M 23.47
Noble Corporation Com Stk 0.1 $27M 821k 32.53
Teledyne Technologies Incorporated (TDY) 0.1 $28M 454k 61.65
HMS Holdings 0.1 $28M 842k 33.31
Ixia 0.1 $27M 2.2M 12.02
CoreLogic 0.1 $28M 1.6M 18.31
Microsoft Corporation (MSFT) 0.1 $24M 782k 30.59
Newmont Mining Corporation (NEM) 0.1 $26M 525k 48.51
TrueBlue (TBI) 0.1 $26M 1.7M 15.48
Acuity Brands (AYI) 0.1 $25M 488k 50.91
Benchmark Electronics (BHE) 0.1 $26M 1.9M 13.95
Superior Energy Services 0.1 $24M 1.2M 20.23
Netflix (NFLX) 0.1 $22M 314k 68.47
Hawaiian Holdings (HA) 0.1 $23M 3.5M 6.51
Newpark Resources (NR) 0.1 $22M 3.7M 5.90
Dril-Quip (DRQ) 0.1 $22M 336k 65.59
Kforce (KFRC) 0.1 $21M 1.5M 13.46
Encore Wire Corporation (WIRE) 0.1 $22M 808k 26.78
Potlatch Corporation (PCH) 0.1 $22M 677k 31.94
Power-One 0.1 $22M 4.8M 4.52
NetSuite 0.1 $21M 381k 54.77
Fortinet (FTNT) 0.1 $21M 910k 23.22
Fresh Market 0.1 $22M 403k 53.63
Tenaris (TS) 0.1 $19M 545k 34.97
Steris Corporation 0.1 $17M 525k 31.37
Occidental Petroleum Corporation (OXY) 0.1 $19M 224k 85.77
Mindray Medical International 0.1 $18M 599k 30.29
Orion Marine (ORN) 0.1 $18M 2.5M 6.96
Parker Drilling Company 0.1 $16M 3.6M 4.51
Anworth Mortgage Asset Corporation 0.1 $18M 2.5M 7.05
CRA International (CRAI) 0.1 $16M 1.1M 14.69
Alterra Capital Holdings Lim 0.1 $17M 744k 23.35
Rosetta Stone 0.1 $19M 1.4M 13.84
Quad/Graphics (QUAD) 0.1 $18M 1.3M 14.38
iShares S&P India Nifty 50 Index Fund (INDY) 0.1 $18M 807k 21.88
Dunkin' Brands Group 0.1 $18M 521k 34.34
Intermec 0.0 $13M 2.1M 6.20
Universal Electronics (UEIC) 0.0 $15M 1.1M 13.17
Enzon Pharmaceuticals (ENZN) 0.0 $15M 2.2M 6.87
Ctrip.com International 0.0 $16M 924k 16.76
Tutor Perini Corporation (TPC) 0.0 $15M 1.2M 12.67
Cognex Corporation (CGNX) 0.0 $15M 469k 31.65
Copa Holdings Sa-class A (CPA) 0.0 $15M 183k 82.48
Cal-Maine Foods (CALM) 0.0 $14M 359k 39.10
Informatica Corporation 0.0 $13M 316k 42.36
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.0 $13M 1.3M 10.67
Advisory Board Company 0.0 $14M 272k 49.59
Virgin Media 0.0 $16M 651k 24.39
Dex (DXCM) 0.0 $13M 971k 12.96
HeartWare International 0.0 $14M 157k 88.80
RealPage 0.0 $15M 624k 23.16
Francescas Hldgs Corp 0.0 $13M 478k 27.01
Cementos Pacasmayo 0.0 $13M 1.2M 10.13
Sap (SAP) 0.0 $10M 176k 59.36
CoStar (CSGP) 0.0 $12M 148k 81.20
Amazon (AMZN) 0.0 $9.1M 40k 228.34
CIRCOR International 0.0 $12M 355k 34.09
Key Energy Services 0.0 $12M 1.6M 7.60
Regal-beloit Corporation (RRX) 0.0 $11M 182k 62.26
Finisar Corporation 0.0 $11M 726k 14.96
Rosetta Resources 0.0 $10M 273k 36.64
Hexcel Corporation (HXL) 0.0 $11M 408k 25.79
Monro Muffler Brake (MNRO) 0.0 $11M 322k 33.24
Robbins & Myers 0.0 $11M 269k 41.82
FEI Company 0.0 $12M 248k 47.84
Oasis Petroleum 0.0 $9.3M 384k 24.18
LogMeIn 0.0 $11M 356k 30.52
Cavium 0.0 $11M 396k 28.00
Lone Pine Res 0.0 $12M 4.4M 2.75
Acadia Healthcare (ACHC) 0.0 $10M 595k 17.54
Facebook Inc cl a (META) 0.0 $9.5M 306k 31.12
Johnson Controls 0.0 $5.4M 194k 27.71
Rudolph Technologies 0.0 $6.8M 775k 8.72
NxStage Medical 0.0 $8.6M 511k 16.76
Peet's Coffee & Tea 0.0 $6.0M 101k 60.04
Nanometrics Incorporated 0.0 $6.4M 415k 15.36
Acme Packet 0.0 $5.6M 298k 18.65
iShares MSCI Taiwan Index 0.0 $8.2M 667k 12.23
Vera Bradley (VRA) 0.0 $7.6M 362k 21.08
Noah Holdings (NOAH) 0.0 $7.4M 1.5M 4.92
Rpx Corp 0.0 $5.7M 396k 14.35
Homeaway 0.0 $7.2M 329k 21.74
Guidewire Software (GWRE) 0.0 $8.7M 310k 28.12
Canadian Natl Ry (CNI) 0.0 $3.3M 39k 84.37
MICROS Systems 0.0 $4.5M 87k 51.20
Maxwell Technologies 0.0 $2.2M 332k 6.56
FARO Technologies (FARO) 0.0 $4.0M 96k 42.08
Kirby Corporation (KEX) 0.0 $3.4M 72k 47.08
Vivus 0.0 $4.9M 173k 28.54
K12 0.0 $3.2M 137k 23.30
Westport Innovations 0.0 $4.8M 130k 36.75
GenMark Diagnostics 0.0 $4.3M 988k 4.34
Pandora Media 0.0 $5.2M 475k 10.87
Annie's 0.0 $3.8M 90k 41.86
Comcast Corporation (CMCSA) 0.0 $397k 12k 32.00
Cme (CME) 0.0 $307k 1.1k 268.12
JPMorgan Chase & Co. (JPM) 0.0 $285k 8.0k 35.71
Coca-Cola Company (KO) 0.0 $408k 5.2k 78.22
Walt Disney Company (DIS) 0.0 $422k 8.7k 48.56
Thermo Fisher Scientific (TMO) 0.0 $297k 5.7k 51.84
Yum! Brands (YUM) 0.0 $334k 5.2k 64.44
Air Products & Chemicals (APD) 0.0 $298k 3.7k 80.85
Anadarko Petroleum Corporation 0.0 $485k 7.3k 66.16
Colgate-Palmolive Company (CL) 0.0 $392k 3.8k 104.14
United Technologies Corporation 0.0 $299k 4.0k 75.52
SPDR Gold Trust (GLD) 0.0 $1.1M 7.4k 155.14
Deckers Outdoor Corporation (DECK) 0.0 $1.5M 35k 44.02
ProShares UltraShort 20+ Year Trea 0.0 $233k 15k 15.85
Proto Labs (PRLB) 0.0 $1.3M 47k 28.76