Artisan Partners Limited Partnership

Artisan Partners Limited Partnership as of Sept. 30, 2012

Portfolio Holdings for Artisan Partners Limited Partnership

Artisan Partners Limited Partnership holds 338 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Arch Capital Group (ACGL) 2.4 $893M 21M 41.68
Aon 2.3 $858M 16M 52.29
Covidien 2.1 $804M 14M 59.42
Canadian Pacific Railway 1.8 $686M 8.3M 82.89
Te Connectivity Ltd for (TEL) 1.8 $679M 20M 34.01
Baidu (BIDU) 1.6 $603M 5.2M 116.82
Unilever (UL) 1.4 $505M 14M 36.52
Regeneron Pharmaceuticals (REGN) 1.3 $471M 3.1M 152.66
CIGNA Corporation 1.2 $457M 9.7M 47.17
Ihs 1.2 $442M 4.5M 97.35
Progressive Corporation (PGR) 1.2 $439M 21M 20.74
Discover Financial Services (DFS) 1.1 $431M 11M 39.73
Google 1.0 $386M 512k 754.50
Signet Jewelers (SIG) 1.0 $387M 7.9M 48.76
Western Union Company (WU) 0.9 $347M 19M 18.22
Alleghany Corporation 0.9 $332M 962k 344.94
athenahealth 0.9 $334M 3.6M 91.77
Schlumberger (SLB) 0.9 $331M 4.6M 72.33
Cerner Corporation 0.9 $328M 4.2M 77.41
Arrow Electronics (ARW) 0.8 $306M 9.1M 33.71
Applied Materials (AMAT) 0.8 $306M 27M 11.16
Avnet (AVT) 0.8 $304M 11M 29.09
Kroger (KR) 0.8 $301M 13M 23.54
Concur Technologies 0.8 $295M 4.0M 73.73
Cimarex Energy 0.8 $291M 5.0M 58.55
Allstate Corporation (ALL) 0.8 $290M 7.3M 39.61
Analog Devices (ADI) 0.8 $280M 7.1M 39.19
Jacobs Engineering 0.8 $281M 7.0M 40.43
FLIR Systems 0.8 $280M 14M 19.98
Oracle Corporation (ORCL) 0.8 $280M 8.9M 31.49
Agilent Technologies Inc C ommon (A) 0.7 $271M 7.1M 38.45
Rockwell Collins 0.7 $265M 4.9M 53.64
LKQ Corporation (LKQ) 0.7 $262M 14M 18.50
H&R Block (HRB) 0.7 $260M 15M 17.33
Bank of New York Mellon Corporation (BK) 0.7 $250M 11M 22.62
Fidelity National Financial 0.7 $252M 12M 21.39
Becton, Dickinson and (BDX) 0.7 $250M 3.2M 78.56
Southwestern Energy Company (SWN) 0.7 $251M 7.2M 34.78
salesforce (CRM) 0.7 $252M 1.7M 152.69
IPG Photonics Corporation (IPGP) 0.7 $250M 4.4M 57.30
Cepheid 0.7 $250M 7.2M 34.51
Ralph Lauren Corp (RL) 0.7 $252M 1.7M 151.23
Mattel (MAT) 0.7 $247M 7.0M 35.48
Ingram Micro 0.7 $248M 16M 15.23
Verisk Analytics (VRSK) 0.7 $245M 5.2M 47.61
Dresser-Rand 0.7 $245M 4.4M 55.11
Coach 0.6 $239M 4.3M 56.02
Trimble Navigation (TRMB) 0.6 $238M 5.0M 47.66
Accenture (ACN) 0.6 $239M 3.4M 70.03
ARM Holdings 0.6 $239M 8.5M 27.98
Ensco Plc Shs Class A 0.6 $239M 4.4M 54.56
Teradata Corporation (TDC) 0.6 $234M 3.1M 75.41
VMware 0.6 $234M 2.4M 96.74
Spirit AeroSystems Holdings (SPR) 0.6 $231M 10M 22.21
Icon 0.6 $226M 9.3M 24.37
Towers Watson & Co 0.6 $225M 4.2M 53.05
Dun & Bradstreet Corporation 0.6 $223M 2.8M 79.62
Mettler-Toledo International (MTD) 0.6 $222M 1.3M 170.74
Lam Research Corporation (LRCX) 0.6 $220M 6.9M 31.79
MasterCard Incorporated (MA) 0.6 $218M 484k 451.48
Omni (OMC) 0.6 $216M 4.2M 51.56
BorgWarner (BWA) 0.6 $219M 3.2M 69.11
Cameron International Corporation 0.6 $218M 3.9M 56.07
Hubbell Incorporated 0.6 $214M 2.7M 80.74
Fossil 0.6 $210M 2.5M 84.70
Johnson & Johnson (JNJ) 0.6 $207M 3.0M 68.91
Target Corporation (TGT) 0.6 $208M 3.3M 63.47
Loews Corporation (L) 0.5 $203M 4.9M 41.26
3M Company (MMM) 0.5 $203M 2.2M 92.42
Marsh & McLennan Companies (MMC) 0.5 $200M 5.9M 33.93
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.5 $200M 2.1M 96.31
L-3 Communications Holdings 0.5 $195M 2.7M 71.71
Flowserve Corporation (FLS) 0.5 $192M 1.5M 127.74
Tractor Supply Company (TSCO) 0.5 $186M 1.9M 98.89
Noble Energy 0.5 $186M 2.0M 92.71
Ryder System (R) 0.5 $187M 4.8M 39.06
McDermott International 0.5 $183M 15M 12.22
Lexmark International 0.5 $179M 8.0M 22.25
Saic 0.5 $181M 15M 12.04
Chubb Corporation 0.5 $177M 2.3M 76.28
Broadridge Financial Solutions (BR) 0.5 $173M 7.4M 23.33
Citrix Systems 0.5 $174M 2.3M 76.57
Red Hat 0.5 $172M 3.0M 56.94
Patterson-UTI Energy (PTEN) 0.5 $174M 11M 15.84
Ares Capital Corporation (ARCC) 0.5 $174M 10M 17.14
Hess (HES) 0.4 $165M 3.1M 53.72
Precision Castparts 0.4 $164M 1.0M 163.34
Alexion Pharmaceuticals 0.4 $165M 1.4M 114.40
Woodward Governor Company (WWD) 0.4 $166M 4.9M 33.98
Ariad Pharmaceuticals 0.4 $164M 6.7M 24.22
Mohawk Industries (MHK) 0.4 $163M 2.0M 80.02
Starwood Hotels & Resorts Worldwide 0.4 $160M 2.8M 57.96
Allied World Assurance 0.4 $161M 2.1M 77.25
Linkedin Corp 0.4 $161M 1.3M 120.40
American Express Company (AXP) 0.4 $159M 2.8M 56.86
Altera Corporation 0.4 $157M 4.6M 33.98
Open Text Corp (OTEX) 0.4 $159M 2.9M 55.14
Annaly Capital Management 0.4 $153M 9.1M 16.84
Cisco Systems (CSCO) 0.4 $153M 8.0M 19.09
Rockwell Automation (ROK) 0.4 $155M 2.2M 69.55
Cabot Oil & Gas Corporation (CTRA) 0.4 $150M 3.3M 44.90
Mead Johnson Nutrition 0.4 $147M 2.0M 73.28
Lululemon Athletica (LULU) 0.4 $148M 2.0M 73.94
Wal-Mart Stores (WMT) 0.4 $143M 1.9M 73.80
Chart Industries (GTLS) 0.4 $143M 1.9M 73.85
Ansys (ANSS) 0.4 $139M 1.9M 73.40
Manpower (MAN) 0.4 $135M 3.7M 36.80
Hatteras Financial 0.4 $136M 4.8M 28.19
Northern Trust Corporation (NTRS) 0.3 $128M 2.8M 46.42
DaVita (DVA) 0.3 $127M 1.2M 103.61
MercadoLibre (MELI) 0.3 $127M 1.5M 82.55
Chipotle Mexican Grill (CMG) 0.3 $122M 385k 317.54
Autodesk (ADSK) 0.3 $119M 3.6M 33.37
Pall Corporation 0.3 $119M 1.9M 63.49
Synopsys (SNPS) 0.3 $120M 3.6M 33.02
Owens Corning (OC) 0.3 $115M 3.4M 33.46
Liberty Global 0.3 $111M 1.8M 60.75
SYSCO Corporation (SYY) 0.3 $108M 3.5M 31.27
HDFC Bank (HDB) 0.3 $109M 2.9M 37.58
Emcor (EME) 0.3 $106M 3.7M 28.54
Arcos Dorados Holdings (ARCO) 0.3 $106M 6.9M 15.43
Hasbro (HAS) 0.3 $99M 2.6M 38.17
Under Armour (UAA) 0.3 $99M 1.8M 55.83
H.B. Fuller Company (FUL) 0.3 $99M 3.2M 30.68
Apple (AAPL) 0.3 $96M 144k 667.26
Intuitive Surgical (ISRG) 0.3 $98M 197k 495.63
Torchmark Corporation 0.3 $97M 1.9M 51.35
American Water Works (AWK) 0.3 $98M 2.6M 37.06
Tesla Motors (TSLA) 0.3 $96M 3.3M 29.28
Diebold Incorporated 0.2 $95M 2.8M 33.71
Roper Industries (ROP) 0.2 $93M 844k 109.89
MICROS Systems 0.2 $90M 1.8M 49.12
Covance 0.2 $90M 1.9M 46.69
Dollar General (DG) 0.2 $89M 1.7M 51.54
Republic Services (RSG) 0.2 $86M 3.1M 27.51
Rent-A-Center (UPBD) 0.2 $88M 2.5M 35.08
VeriFone Systems 0.2 $86M 3.1M 27.85
FTI Consulting (FCN) 0.2 $82M 3.1M 26.68
Incyte Corporation (INCY) 0.2 $82M 4.6M 18.05
Ultratech 0.2 $83M 2.7M 31.38
Warna 0.2 $84M 1.6M 51.90
Cloud Peak Energy 0.2 $82M 4.5M 18.10
World Fuel Services Corporation (WKC) 0.2 $79M 2.2M 35.61
Adtran 0.2 $73M 4.2M 17.28
Edwards Lifesciences (EW) 0.2 $69M 639k 107.37
Progress Software Corporation (PRGS) 0.2 $67M 3.1M 21.39
Liberty Media 0.2 $68M 3.7M 18.50
Matthews International Corporation (MATW) 0.2 $64M 2.1M 29.82
Illumina (ILMN) 0.2 $63M 1.3M 48.20
Comstock Resources 0.2 $64M 3.5M 18.38
DreamWorks Animation SKG 0.2 $65M 3.4M 19.23
MicroStrategy Incorporated (MSTR) 0.2 $65M 483k 134.07
Oge Energy Corp (OGE) 0.2 $64M 1.2M 55.46
Tech Data Corporation 0.2 $64M 1.4M 45.30
Berkshire Hathaway (BRK.B) 0.2 $60M 676k 88.20
Core Laboratories 0.2 $61M 502k 121.48
CACI International (CACI) 0.2 $59M 1.1M 51.79
Limited Brands 0.2 $60M 1.2M 49.26
Tidewater 0.2 $59M 1.2M 48.53
Intersil Corporation 0.2 $60M 6.8M 8.75
Atlas Air Worldwide Holdings 0.2 $61M 1.2M 51.63
Oceaneering International (OII) 0.2 $61M 1.1M 55.25
Aruba Networks 0.2 $58M 2.6M 22.48
Unit Corporation 0.2 $58M 1.4M 41.50
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $57M 1.0M 55.95
Granite Construction (GVA) 0.1 $54M 1.9M 28.72
Coinstar 0.1 $55M 1.2M 44.98
Sykes Enterprises, Incorporated 0.1 $55M 4.1M 13.44
QLogic Corporation 0.1 $57M 5.0M 11.42
Virgin Media 0.1 $55M 1.9M 29.44
Monsanto Company 0.1 $52M 567k 91.02
Schnitzer Steel Industries (RDUS) 0.1 $53M 1.9M 28.15
Tetra Tech (TTEK) 0.1 $54M 2.1M 26.26
Platinum Underwriter/ptp 0.1 $54M 1.3M 40.87
AMERIGROUP Corporation 0.1 $54M 594k 91.43
EarthLink 0.1 $54M 7.6M 7.12
Apache Corporation 0.1 $50M 581k 86.47
eBay (EBAY) 0.1 $49M 1.0M 48.41
WMS Industries 0.1 $50M 3.1M 16.38
Mueller Industries (MLI) 0.1 $50M 1.1M 45.47
GulfMark Offshore 0.1 $50M 1.5M 33.04
Forest Oil Corporation 0.1 $43M 5.1M 8.45
Regis Corporation 0.1 $45M 2.4M 18.38
Beacon Roofing Supply (BECN) 0.1 $44M 1.5M 28.50
Minerals Technologies (MTX) 0.1 $47M 660k 70.93
Skechers USA (SKX) 0.1 $46M 2.2M 20.40
CONMED Corporation (CNMD) 0.1 $45M 1.6M 28.50
Websense 0.1 $45M 2.9M 15.65
Kaydon Corporation 0.1 $45M 2.0M 22.34
Sensient Technologies Corporation (SXT) 0.1 $40M 1.1M 36.76
Baker Hughes Incorporated 0.1 $43M 946k 45.23
Vodafone 0.1 $41M 1.4M 28.49
Onyx Pharmaceuticals 0.1 $42M 501k 84.50
SCANA Corporation 0.1 $39M 817k 48.27
HMS Holdings 0.1 $40M 1.2M 33.43
CommVault Systems (CVLT) 0.1 $43M 724k 58.70
Curtiss-Wright (CW) 0.1 $39M 1.2M 32.70
CVS Caremark Corporation (CVS) 0.1 $38M 778k 48.42
Texas Instruments Incorporated (TXN) 0.1 $37M 1.4M 27.55
EMC Corporation 0.1 $38M 1.4M 27.27
IDEX Corporation (IEX) 0.1 $37M 894k 41.77
PICO Holdings 0.1 $39M 1.7M 22.82
Atlantic Tele-Network 0.1 $38M 887k 42.98
Acuity Brands (AYI) 0.1 $36M 566k 63.29
Comfort Systems USA (FIX) 0.1 $37M 3.3M 10.93
Ametek (AME) 0.1 $36M 1.0M 35.45
Microsoft Corporation (MSFT) 0.1 $33M 1.1M 29.78
Allergan 0.1 $36M 388k 91.58
Royal Dutch Shell 0.1 $33M 478k 69.41
Biogen Idec (BIIB) 0.1 $33M 219k 149.23
Dril-Quip (DRQ) 0.1 $32M 443k 71.88
Astec Industries (ASTE) 0.1 $35M 1.1M 31.61
Qlik Technologies 0.1 $35M 1.5M 22.41
America Movil Sab De Cv spon adr l 0.1 $30M 1.2M 25.44
Mobile TeleSystems OJSC 0.1 $29M 1.7M 17.52
Harsco Corporation (NVRI) 0.1 $30M 1.5M 20.53
Newmont Mining Corporation (NEM) 0.1 $30M 536k 56.01
Jack in the Box (JACK) 0.1 $29M 1.0M 28.11
Arbitron 0.1 $30M 787k 37.90
Ryanair Holdings 0.1 $29M 888k 32.25
Darling International (DAR) 0.1 $29M 1.6M 18.29
Noble Corporation Com Stk 0.1 $30M 835k 35.78
Neutral Tandem 0.1 $28M 3.0M 9.38
Urban Outfitters (URBN) 0.1 $29M 781k 37.56
Seacor Holdings 0.1 $26M 313k 83.36
Goldman Sachs (GS) 0.1 $27M 236k 113.68
National-Oilwell Var 0.1 $25M 312k 80.11
WellPoint 0.1 $26M 454k 58.01
TrueBlue (TBI) 0.1 $26M 1.6M 15.72
Endurance Specialty Hldgs Lt 0.1 $25M 636k 38.50
Hawaiian Holdings (HA) 0.1 $25M 4.4M 5.59
Newpark Resources (NR) 0.1 $26M 3.5M 7.41
Benchmark Electronics (BHE) 0.1 $27M 1.8M 15.27
Cognex Corporation (CGNX) 0.1 $27M 776k 34.58
Anworth Mortgage Asset Corporation 0.1 $25M 3.7M 6.80
Advisory Board Company 0.1 $28M 580k 47.83
Power-One 0.1 $26M 4.6M 5.60
RealPage 0.1 $25M 1.1M 22.60
Fortinet (FTNT) 0.1 $27M 1.1M 24.14
Tenaris (TS) 0.1 $24M 578k 40.77
Occidental Petroleum Corporation (OXY) 0.1 $21M 244k 86.06
Meredith Corporation 0.1 $21M 599k 35.00
Mindray Medical International 0.1 $21M 631k 33.61
ManTech International Corporation 0.1 $21M 887k 24.00
Informatica Corporation 0.1 $22M 618k 34.81
Encore Wire Corporation (WIRE) 0.1 $23M 773k 29.26
Potlatch Corporation (PCH) 0.1 $24M 648k 37.37
Superior Energy Services 0.1 $23M 1.1M 20.52
iShares S&P India Nifty 50 Index Fund (INDY) 0.1 $23M 938k 24.54
Fresh Market 0.1 $22M 359k 59.98
Mosaic (MOS) 0.1 $22M 373k 57.61
Francescas Hldgs Corp 0.1 $21M 691k 30.73
Dunkin' Brands Group 0.1 $21M 712k 29.20
Guidewire Software (GWRE) 0.1 $21M 684k 31.05
Universal Electronics (UEIC) 0.1 $19M 1.1M 17.58
Sap (SAP) 0.1 $17M 243k 71.33
Netflix (NFLX) 0.1 $17M 315k 54.44
Wynn Resorts (WYNN) 0.1 $20M 169k 115.44
Orion Marine (ORN) 0.1 $18M 2.4M 7.43
Key Energy Services 0.1 $19M 2.7M 7.00
Copa Holdings Sa-class A (CPA) 0.1 $20M 241k 81.27
Parker Drilling Company 0.1 $20M 4.8M 4.23
Robbins & Myers 0.1 $17M 290k 59.60
CRA International (CRAI) 0.1 $19M 1.1M 17.28
TreeHouse Foods (THS) 0.1 $20M 376k 52.50
Volterra Semiconductor Corporation 0.1 $19M 866k 21.87
Dex (DXCM) 0.1 $18M 1.2M 15.03
Alterra Capital Holdings Lim 0.1 $17M 712k 23.94
NetSuite 0.1 $20M 314k 63.80
HeartWare International 0.1 $17M 182k 94.49
Quad/Graphics (QUAD) 0.1 $20M 1.2M 16.96
Acadia Healthcare (ACHC) 0.1 $17M 725k 23.85
Palo Alto Networks (PANW) 0.1 $20M 326k 61.57
Intermec 0.0 $14M 2.2M 6.21
Starbucks Corporation (SBUX) 0.0 $15M 296k 50.75
CoStar (CSGP) 0.0 $15M 189k 81.54
Enzon Pharmaceuticals (ENZN) 0.0 $14M 2.0M 6.96
Amazon (AMZN) 0.0 $15M 59k 254.32
CIRCOR International 0.0 $17M 436k 37.75
Regal-beloit Corporation (RRX) 0.0 $15M 211k 70.48
Rosetta Resources 0.0 $17M 351k 47.90
Monro Muffler Brake (MNRO) 0.0 $13M 374k 35.19
Nanometrics Incorporated 0.0 $15M 1.1M 13.81
FEI Company 0.0 $16M 289k 53.50
Rosetta Stone 0.0 $14M 1.1M 12.75
Oasis Petroleum 0.0 $14M 458k 29.47
Cavium 0.0 $15M 459k 33.33
Cementos Pacasmayo 0.0 $15M 1.3M 11.38
Rudolph Technologies 0.0 $9.6M 916k 10.50
Tutor Perini Corporation (TPC) 0.0 $13M 1.1M 11.44
Universal Display Corporation (OLED) 0.0 $13M 366k 34.38
Bruker Corporation (BRKR) 0.0 $9.5M 727k 13.09
Finisar Corporation 0.0 $12M 842k 14.30
Teledyne Technologies Incorporated (TDY) 0.0 $13M 197k 63.39
LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) 0.0 $13M 1.4M 9.15
Kforce (KFRC) 0.0 $12M 1.0M 11.79
Liquidity Services (LQDT) 0.0 $13M 256k 50.21
iShares MSCI Taiwan Index 0.0 $11M 812k 13.36
GenMark Diagnostics 0.0 $12M 1.3M 9.21
Homeaway 0.0 $13M 551k 23.45
Vocera Communications 0.0 $9.9M 319k 30.91
Facebook Inc cl a (META) 0.0 $11M 506k 21.65
Hibbett Sports (HIBB) 0.0 $6.4M 108k 59.45
ISIS Pharmaceuticals 0.0 $9.4M 665k 14.07
Tyler Technologies (TYL) 0.0 $8.7M 197k 44.02
Westport Innovations 0.0 $6.2M 223k 27.84
Acme Packet 0.0 $6.6M 386k 17.10
Noah Holdings (NOAH) 0.0 $6.7M 1.6M 4.32
Pandora Media 0.0 $7.6M 693k 10.95
Annie's 0.0 $9.0M 200k 44.84
BMC Software 0.0 $4.1M 99k 41.49
Maxwell Technologies 0.0 $3.1M 384k 8.12
FARO Technologies (FARO) 0.0 $4.6M 112k 41.32
NxStage Medical 0.0 $3.3M 253k 13.21
Vivus 0.0 $5.4M 303k 17.82
K12 0.0 $3.2M 159k 20.20
Cae (CAE) 0.0 $5.5M 512k 10.71
Lone Pine Res 0.0 $4.8M 3.1M 1.56
Comcast Corporation (CMCSA) 0.0 $520k 15k 35.76
Cme (CME) 0.0 $392k 6.8k 57.30
Total System Services 0.0 $201k 8.5k 23.65
Coca-Cola Company (KO) 0.0 $297k 7.8k 37.97
Walt Disney Company (DIS) 0.0 $443k 8.5k 52.28
BE Aerospace 0.0 $470k 11k 42.11
Electronic Arts (EA) 0.0 $315k 25k 12.70
Thermo Fisher Scientific (TMO) 0.0 $404k 6.9k 58.89
Yum! Brands (YUM) 0.0 $513k 7.7k 66.35
Anadarko Petroleum Corporation 0.0 $606k 8.7k 69.97
Colgate-Palmolive Company (CL) 0.0 $483k 4.5k 107.19
United Technologies Corporation 0.0 $373k 4.8k 78.28
Danaher Corporation (DHR) 0.0 $444k 8.1k 55.16
Sina Corporation 0.0 $1.7M 27k 64.66
SPDR Gold Trust (GLD) 0.0 $1.7M 10k 171.98
Deckers Outdoor Corporation (DECK) 0.0 $1.5M 41k 36.64
ProShares UltraShort 20+ Year Trea 0.0 $407k 26k 15.59
Validus Holdings 0.0 $227k 6.7k 33.88
MSCI Europe Financials Sector Index Fund (EUFN) 0.0 $334k 19k 17.22
Proto Labs (PRLB) 0.0 $1.8M 55k 33.83