Artisan Partners Limited Partnership

Artisan Partners Limited Partnership as of June 30, 2014

Portfolio Holdings for Artisan Partners Limited Partnership

Artisan Partners Limited Partnership holds 358 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Baidu (BIDU) 3.2 $1.9B 9.9M 186.81
Applied Materials (AMAT) 2.8 $1.6B 71M 22.55
Covidien 2.3 $1.3B 15M 90.18
Arch Capital Group (ACGL) 2.2 $1.3B 23M 57.44
Te Connectivity Ltd for (TEL) 1.9 $1.1B 18M 61.84
Ihs 1.8 $1.0B 7.7M 135.67
Aon 1.8 $1.0B 11M 90.09
CIGNA Corporation 1.7 $1.0B 11M 91.97
Imperial Oil (IMO) 1.6 $911M 17M 52.70
Regeneron Pharmaceuticals (REGN) 1.6 $902M 3.2M 282.47
Oracle Corporation (ORCL) 1.5 $855M 21M 40.53
Grupo Televisa (TV) 1.2 $702M 21M 34.31
Illumina (ILMN) 1.1 $646M 3.6M 178.54
Discover Financial Services (DFS) 1.1 $640M 10M 61.98
Bank of New York Mellon Corporation (BK) 1.1 $628M 17M 37.48
Unilever (UL) 1.0 $587M 13M 45.31
Microsoft Corporation (MSFT) 1.0 $576M 14M 41.70
Progressive Corporation (PGR) 0.9 $529M 21M 25.36
FLIR Systems 0.9 $520M 15M 34.73
Kroger (KR) 0.9 $518M 11M 49.43
Arrow Electronics (ARW) 0.9 $514M 8.5M 60.41
Johnson & Johnson (JNJ) 0.8 $484M 4.6M 104.62
BorgWarner (BWA) 0.8 $486M 7.5M 65.19
Cisco Systems (CSCO) 0.8 $471M 19M 24.85
LKQ Corporation (LKQ) 0.8 $468M 18M 26.69
Alleghany Corporation 0.8 $470M 1.1M 438.12
Avnet (AVT) 0.8 $464M 11M 44.31
Chipotle Mexican Grill (CMG) 0.8 $464M 784k 592.51
Liberty Global Inc C 0.8 $462M 11M 42.31
Ametek (AME) 0.8 $456M 8.7M 52.28
Medtronic 0.8 $448M 7.0M 63.76
Flextronics International Ltd Com Stk (FLEX) 0.8 $445M 40M 11.07
Allstate Corporation (ALL) 0.7 $424M 7.2M 58.72
Marsh & McLennan Companies (MMC) 0.7 $420M 8.1M 51.82
Workday Inc cl a (WDAY) 0.7 $410M 4.6M 89.86
Analog Devices (ADI) 0.7 $405M 7.5M 54.07
American Express Company (AXP) 0.7 $399M 4.2M 94.87
Autodesk (ADSK) 0.7 $395M 7.0M 56.38
Cepheid 0.7 $395M 8.2M 47.94
Chubb Corporation 0.7 $390M 4.2M 92.17
Accenture (ACN) 0.7 $390M 4.8M 80.84
Edison International (EIX) 0.7 $376M 6.5M 58.11
Fortune Brands (FBIN) 0.7 $377M 9.4M 39.93
Apple (AAPL) 0.6 $359M 3.9M 92.93
Western Union Company (WU) 0.6 $356M 21M 17.34
Waste Connections 0.6 $351M 7.2M 48.55
Hess (HES) 0.6 $354M 3.6M 98.89
Ensco Plc Shs Class A 0.6 $351M 6.3M 55.57
Concur Technologies 0.6 $334M 3.6M 93.34
Keurig Green Mtn 0.6 $334M 2.7M 124.61
H&R Block (HRB) 0.6 $325M 9.7M 33.52
athenahealth 0.6 $327M 2.6M 125.13
Noble Energy 0.6 $319M 4.1M 77.46
Denbury Resources 0.6 $318M 17M 18.46
SM Energy (SM) 0.5 $310M 3.7M 84.10
Intercontinental Exchange (ICE) 0.5 $316M 1.7M 188.90
Cerner Corporation 0.5 $309M 6.0M 51.58
Lam Research Corporation (LRCX) 0.5 $308M 4.5M 67.58
MasterCard Incorporated (MA) 0.5 $301M 4.1M 73.47
KLA-Tencor Corporation (KLAC) 0.5 $295M 4.1M 72.64
Pandora Media 0.5 $297M 10M 29.50
Google 0.5 $283M 483k 584.67
Alexion Pharmaceuticals 0.5 $283M 1.8M 156.25
Servicenow (NOW) 0.5 $281M 4.5M 61.96
Schlumberger (SLB) 0.5 $281M 2.4M 117.95
Torchmark Corporation 0.5 $276M 3.4M 81.92
Liberty Global Inc Com Ser A 0.5 $278M 6.3M 44.22
Teradata Corporation (TDC) 0.5 $272M 6.8M 40.20
Omni (OMC) 0.5 $274M 3.9M 71.22
Citigroup (C) 0.5 $270M 5.7M 47.10
Tractor Supply Company (TSCO) 0.5 $266M 4.4M 60.40
Mattel (MAT) 0.5 $268M 6.9M 38.97
Patterson-UTI Energy (PTEN) 0.5 $267M 7.6M 34.94
Under Armour (UAA) 0.5 $267M 4.5M 59.49
American Capital Agency 0.5 $266M 11M 23.41
Gannett 0.5 $260M 8.3M 31.31
ISIS Pharmaceuticals 0.5 $261M 7.6M 34.45
Bed Bath & Beyond 0.4 $256M 4.5M 57.38
Freescale Semiconductor Holdin 0.4 $255M 11M 23.50
Melco Crown Entertainment (MLCO) 0.4 $252M 7.1M 35.71
3M Company (MMM) 0.4 $247M 1.7M 143.24
Hubbell Incorporated 0.4 $248M 2.0M 123.15
Nordstrom (JWN) 0.4 $244M 3.6M 67.93
Rockwell Collins 0.4 $244M 3.1M 78.14
Xcel Energy (XEL) 0.4 $245M 7.6M 32.23
Hatteras Financial 0.4 $245M 12M 19.81
Pall Corporation 0.4 $239M 2.8M 85.39
Allied World Assurance 0.4 $240M 6.3M 38.02
Incyte Corporation (INCY) 0.4 $233M 4.1M 56.44
Manpower (MAN) 0.4 $233M 2.7M 84.85
Kinross Gold Corp (KGC) 0.4 $231M 56M 4.14
Google Inc Class C 0.4 $235M 408k 575.28
Loews Corporation (L) 0.4 $226M 5.1M 44.01
Joy Global 0.4 $227M 3.7M 61.58
Trimble Navigation (TRMB) 0.4 $226M 6.1M 36.95
Cabela's Incorporated 0.4 $223M 3.6M 62.40
Tripadvisor (TRIP) 0.4 $221M 2.0M 108.66
Williams-Sonoma (WSM) 0.4 $214M 3.0M 71.78
Liberty Media 0.4 $217M 7.4M 29.36
Sensata Technologies Hldg Bv 0.4 $212M 4.5M 46.78
Coach 0.3 $200M 5.9M 34.19
Ingram Micro 0.3 $200M 6.8M 29.21
ARM Holdings 0.3 $202M 4.5M 45.24
Gartner (IT) 0.3 $196M 2.8M 70.52
Kate Spade & Co 0.3 $198M 5.2M 38.14
Lexmark International 0.3 $192M 4.0M 48.16
Ryder System (R) 0.3 $181M 2.1M 88.09
IPG Photonics Corporation (IPGP) 0.3 $180M 2.6M 68.80
Nielsen Holdings Nv 0.3 $179M 3.7M 48.41
M&T Bank Corporation (MTB) 0.3 $176M 1.4M 124.05
Republic Services (RSG) 0.3 $172M 4.5M 37.97
Jacobs Engineering 0.3 $171M 3.2M 53.28
L-3 Communications Holdings 0.3 $176M 1.5M 120.75
Cabot Oil & Gas Corporation (CTRA) 0.3 $169M 4.9M 34.14
Rockwell Automation (ROK) 0.3 $168M 1.3M 125.16
Aspen Technology 0.3 $160M 3.4M 46.40
Linkedin Corp 0.3 $162M 943k 171.47
Michael Kors Holdings 0.3 $159M 1.8M 88.65
Southwestern Energy Company (SWN) 0.3 $154M 3.4M 45.49
McDermott International 0.3 $159M 20M 8.09
Guidewire Software (GWRE) 0.3 $154M 3.8M 40.66
Synopsys (SNPS) 0.3 $151M 3.9M 38.82
Lpl Financial Holdings (LPLA) 0.3 $148M 3.0M 49.74
Aramark Hldgs (ARMK) 0.3 $151M 5.8M 25.88
Northern Trust Corporation (NTRS) 0.2 $144M 2.2M 64.21
Biogen Idec (BIIB) 0.2 $143M 453k 315.31
Kennametal (KMT) 0.2 $145M 3.1M 46.28
Emcor (EME) 0.2 $140M 3.1M 44.53
Towers Watson & Co 0.2 $141M 1.3M 104.23
Cognex Corporation (CGNX) 0.2 $132M 3.4M 38.40
World Fuel Services Corporation (WKC) 0.2 $132M 2.7M 49.23
Garmin (GRMN) 0.2 $132M 2.2M 60.90
Acuity Brands (AYI) 0.2 $129M 930k 138.25
Neustar 0.2 $126M 4.9M 26.02
Chart Industries (GTLS) 0.2 $126M 1.5M 82.74
Fossil (FOSL) 0.2 $130M 1.2M 104.52
Anadarko Petroleum Corporation 0.2 $122M 1.1M 109.47
Verisk Analytics (VRSK) 0.2 $123M 2.1M 60.02
Perrigo Company (PRGO) 0.2 $122M 835k 145.76
Oceaneering International (OII) 0.2 $114M 1.5M 78.13
H.B. Fuller Company (FUL) 0.2 $116M 2.4M 48.10
Grifols S A Sponsored Adr R (GRFS) 0.2 $113M 2.6M 44.05
W.W. Grainger (GWW) 0.2 $110M 434k 254.27
URS Corporation 0.2 $109M 2.4M 45.85
Dex (DXCM) 0.2 $111M 2.8M 39.66
Apache Corporation 0.2 $106M 1.1M 100.62
Starbucks Corporation (SBUX) 0.2 $102M 1.3M 77.38
C.H. Robinson Worldwide (CHRW) 0.2 $102M 1.6M 63.79
Bruker Corporation (BRKR) 0.2 $103M 4.2M 24.27
Amazon (AMZN) 0.2 $94M 289k 324.78
SCANA Corporation 0.2 $95M 1.8M 53.81
Teledyne Technologies Incorporated (TDY) 0.2 $94M 968k 97.17
Ralph Lauren Corp (RL) 0.2 $92M 572k 160.69
Becton, Dickinson and (BDX) 0.1 $85M 718k 118.30
Signet Jewelers (SIG) 0.1 $85M 770k 110.59
Qihoo 360 Technologies Co Lt 0.1 $88M 956k 92.04
Dunkin' Brands Group 0.1 $88M 1.9M 45.81
Expeditors International of Washington (EXPD) 0.1 $79M 1.8M 44.16
Beacon Roofing Supply (BECN) 0.1 $84M 2.5M 33.12
CoStar (CSGP) 0.1 $79M 498k 158.17
Tempur-Pedic International (TPX) 0.1 $84M 1.4M 59.70
PacWest Ban 0.1 $84M 1.9M 43.17
Tech Data Corporation 0.1 $79M 1.3M 62.52
Cae (CAE) 0.1 $82M 6.3M 13.08
Level 3 Communications 0.1 $82M 1.9M 43.91
Yelp Inc cl a (YELP) 0.1 $81M 1.1M 76.68
Facebook Inc cl a (META) 0.1 $81M 1.2M 67.29
Gentherm (THRM) 0.1 $81M 1.8M 44.45
Whitewave Foods 0.1 $82M 2.5M 32.37
Twitter 0.1 $84M 2.0M 40.97
Monsanto Company 0.1 $73M 588k 124.74
Rent-A-Center (UPBD) 0.1 $73M 2.6M 28.68
Tidewater 0.1 $73M 1.3M 56.15
Ultratech 0.1 $75M 3.4M 22.18
MicroStrategy Incorporated (MSTR) 0.1 $76M 539k 140.62
National-Oilwell Var 0.1 $67M 814k 82.35
Deckers Outdoor Corporation (DECK) 0.1 $70M 816k 86.33
GulfMark Offshore 0.1 $69M 1.5M 45.18
Noble Corp Plc equity 0.1 $71M 2.1M 33.56
Berkshire Hathaway (BRK.B) 0.1 $65M 515k 126.56
Adtran 0.1 $66M 2.9M 22.56
Visa (V) 0.1 $63M 300k 210.71
Goldcorp 0.1 $66M 2.4M 27.91
Informatica Corporation 0.1 $64M 1.8M 35.65
Unit Corporation 0.1 $65M 950k 68.83
Demandware 0.1 $62M 890k 69.37
FTI Consulting (FCN) 0.1 $60M 1.6M 37.82
EMC Corporation 0.1 $55M 2.1M 26.34
IDEX Corporation (IEX) 0.1 $60M 740k 80.74
Tyler Technologies (TYL) 0.1 $57M 622k 91.21
Cubic Corporation 0.1 $57M 1.3M 44.51
Core Laboratories 0.1 $52M 311k 167.06
Schnitzer Steel Industries (RDUS) 0.1 $52M 2.0M 26.07
Tetra Tech (TTEK) 0.1 $53M 1.9M 27.50
International Business Machines (IBM) 0.1 $54M 298k 181.27
Platinum Underwriter/ptp 0.1 $55M 845k 64.85
Ultimate Software 0.1 $50M 364k 138.17
FEI Company 0.1 $52M 578k 90.73
Cloud Peak Energy 0.1 $49M 2.7M 18.42
Oasis Petroleum 0.1 $53M 939k 55.89
Goldman Sachs (GS) 0.1 $47M 279k 167.44
Union Pacific Corporation (UNP) 0.1 $44M 436k 99.75
Progress Software Corporation (PRGS) 0.1 $44M 1.8M 24.04
Darling International (DAR) 0.1 $44M 2.1M 20.90
Newpark Resources (NR) 0.1 $44M 3.6M 12.46
DreamWorks Animation SKG 0.1 $48M 2.1M 23.26
Park Electrochemical 0.1 $45M 1.6M 28.21
Approach Resources 0.1 $47M 2.1M 22.73
Homeaway 0.1 $45M 1.3M 34.82
Annaly Capital Management 0.1 $41M 3.6M 11.43
Wal-Mart Stores (WMT) 0.1 $42M 554k 75.07
Fresh Del Monte Produce (FDP) 0.1 $39M 1.3M 30.65
Potash Corp. Of Saskatchewan I 0.1 $42M 1.1M 37.96
PICO Holdings 0.1 $39M 1.6M 23.76
Atlantic Tele-Network 0.1 $41M 707k 58.00
Parker Drilling Company 0.1 $39M 5.9M 6.52
Rosetta Resources 0.1 $40M 735k 54.85
QLogic Corporation 0.1 $40M 4.0M 10.09
Advisory Board Company 0.1 $42M 817k 51.80
Kaman Corporation (KAMN) 0.1 $39M 920k 42.73
AZZ Incorporated (AZZ) 0.1 $39M 851k 46.08
Woodward Governor Company (WWD) 0.1 $43M 861k 50.18
Nanometrics Incorporated 0.1 $38M 2.1M 18.25
EQT Corporation (EQT) 0.1 $42M 395k 106.90
Industries N shs - a - (LYB) 0.1 $43M 445k 97.65
Mosaic (MOS) 0.1 $39M 797k 49.45
Express Scripts Holding 0.1 $43M 618k 69.33
Era 0.1 $43M 1.5M 28.68
Noodles & Co (NDLS) 0.1 $43M 1.3M 34.39
Key Energy Services 0.1 $32M 3.5M 9.14
MKS Instruments (MKSI) 0.1 $37M 1.2M 31.24
TASER International 0.1 $35M 2.6M 13.30
Encore Wire Corporation (WIRE) 0.1 $33M 666k 49.04
Alnylam Pharmaceuticals (ALNY) 0.1 $36M 575k 63.17
Campus Crest Communities 0.1 $34M 3.9M 8.66
Restoration Hardware Hldgs I 0.1 $32M 347k 93.05
Textura 0.1 $32M 1.4M 23.64
Bristol Myers Squibb (BMY) 0.1 $30M 615k 48.51
Rudolph Technologies 0.1 $26M 2.7M 9.88
Anworth Mortgage Asset Corporation 0.1 $31M 6.0M 5.16
Astec Industries (ASTE) 0.1 $28M 646k 43.88
PriceSmart (PSMT) 0.1 $32M 361k 87.04
Superior Energy Services 0.1 $27M 741k 36.14
National Instruments 0.1 $30M 934k 32.39
GenMark Diagnostics 0.1 $27M 2.0M 13.53
Alamos Gold 0.1 $29M 2.9M 10.14
Cavium 0.1 $28M 561k 49.66
Lifelock 0.1 $31M 2.2M 13.96
Tableau Software Inc Cl A 0.1 $31M 431k 71.33
Earthlink Holdings 0.1 $29M 7.8M 3.72
Walt Disney Company (DIS) 0.0 $26M 299k 85.74
Acxiom Corporation 0.0 $26M 1.2M 21.69
Granite Construction (GVA) 0.0 $24M 678k 35.98
Sensient Technologies Corporation (SXT) 0.0 $24M 436k 55.72
TrueBlue (TBI) 0.0 $20M 740k 27.57
MercadoLibre (MELI) 0.0 $22M 229k 95.40
American Vanguard (AVD) 0.0 $21M 1.6M 13.22
Orion Marine (ORN) 0.0 $20M 1.9M 10.83
Celadon (CGIP) 0.0 $24M 1.1M 21.32
America's Car-Mart (CRMT) 0.0 $25M 621k 39.55
Berkshire Hills Ban (BHLB) 0.0 $21M 895k 23.22
Merit Medical Systems (MMSI) 0.0 $26M 1.7M 15.10
Remy International 0.0 $21M 902k 23.35
Cys Investments 0.0 $25M 2.7M 9.02
Five Below (FIVE) 0.0 $23M 569k 39.91
Shutterstock (SSTK) 0.0 $25M 306k 82.98
Dean Foods Company 0.0 $26M 1.4M 17.59
Seacor Holdings 0.0 $20M 243k 82.25
American Eagle Outfitters (AEO) 0.0 $19M 1.7M 11.22
Cott Corp 0.0 $20M 2.8M 7.07
Red Hat 0.0 $19M 345k 55.27
Tutor Perini Corporation (TPC) 0.0 $15M 467k 31.74
Benchmark Electronics (BHE) 0.0 $19M 747k 25.48
Hibbett Sports (HIBB) 0.0 $17M 320k 54.17
Landauer 0.0 $20M 469k 42.00
Dynamic Materials Corporation 0.0 $15M 689k 22.13
CRA International (CRAI) 0.0 $16M 704k 23.05
Comfort Systems USA (FIX) 0.0 $19M 1.2M 15.80
Owens & Minor (OMI) 0.0 $20M 573k 33.98
TAL International 0.0 $20M 445k 44.36
Imax Corp Cad (IMAX) 0.0 $15M 533k 28.48
Shutterfly 0.0 $20M 458k 43.06
Makemytrip Limited Mauritius (MMYT) 0.0 $17M 476k 35.13
iShares S&P India Nifty 50 Index Fund (INDY) 0.0 $16M 551k 28.97
SPS Commerce (SPSC) 0.0 $17M 261k 63.19
Aurico Gold 0.0 $17M 4.1M 4.26
Solazyme 0.0 $20M 1.7M 11.78
Proto Labs (PRLB) 0.0 $15M 186k 81.92
Vocera Communications 0.0 $18M 1.4M 13.20
D Tumi Holdings 0.0 $16M 774k 20.13
Global Brass & Coppr Hldgs I 0.0 $17M 996k 16.90
Comcast Corporation (CMCSA) 0.0 $13M 245k 53.68
Tenaris (TS) 0.0 $13M 284k 47.15
Regis Corporation 0.0 $10M 727k 14.08
Gilead Sciences (GILD) 0.0 $13M 155k 82.91
NACCO Industries (NC) 0.0 $9.5M 187k 50.60
Mindray Medical International 0.0 $9.9M 314k 31.50
Tesco Corporation 0.0 $14M 659k 21.34
Brady Corporation (BRC) 0.0 $12M 405k 29.87
Copa Holdings Sa-class A (CPA) 0.0 $8.8M 62k 142.57
Dime Community Bancshares 0.0 $10M 650k 15.79
Dorman Products (DORM) 0.0 $12M 236k 49.32
Textainer Group Holdings 0.0 $9.7M 252k 38.62
Celgene Corporation 0.0 $9.9M 115k 85.88
Church & Dwight (CHD) 0.0 $11M 158k 69.95
ICU Medical, Incorporated (ICUI) 0.0 $11M 178k 60.81
Mitcham Industries 0.0 $9.5M 680k 13.98
Intrepid Potash 0.0 $9.2M 547k 16.76
Quad/Graphics (QUAD) 0.0 $12M 555k 22.37
Noah Holdings (NOAH) 0.0 $11M 776k 14.14
Synergy Res Corp 0.0 $12M 906k 13.25
Interactive Intelligence Group 0.0 $14M 249k 56.13
Wesco Aircraft Holdings 0.0 $10M 522k 19.96
Blucora 0.0 $13M 673k 18.87
Emerald Oil 0.0 $9.7M 1.3M 7.65
Marketo 0.0 $9.4M 322k 29.08
Control4 0.0 $10M 526k 19.56
Grana Y Montero S A A 0.0 $10M 576k 18.04
Benefitfocus 0.0 $13M 286k 46.22
Zendesk 0.0 $9.1M 522k 17.38
Globe Specialty Metals 0.0 $7.9M 379k 20.78
Via 0.0 $5.4M 62k 86.72
BioMarin Pharmaceutical (BMRN) 0.0 $4.3M 70k 62.22
CBS Corporation 0.0 $5.5M 89k 62.14
Quiksilver 0.0 $7.0M 2.0M 3.58
Interpublic Group of Companies (IPG) 0.0 $3.3M 171k 19.51
Yum! Brands (YUM) 0.0 $5.8M 72k 81.19
PerkinElmer (RVTY) 0.0 $3.4M 72k 46.84
TJX Companies (TJX) 0.0 $7.7M 144k 53.15
Kellogg Company (K) 0.0 $4.8M 73k 65.70
Advance Auto Parts (AAP) 0.0 $3.8M 28k 134.94
Discovery Communications 0.0 $3.4M 45k 74.27
Sykes Enterprises, Incorporated 0.0 $4.5M 208k 21.73
Perfect World 0.0 $5.8M 297k 19.63
Medivation 0.0 $7.4M 96k 77.08
CONMED Corporation (CNMD) 0.0 $3.3M 74k 44.15
Headwaters Incorporated 0.0 $4.1M 295k 13.89
NorthWestern Corporation (NWE) 0.0 $5.3M 102k 52.19
iShares MSCI Taiwan Index 0.0 $6.5M 410k 15.80
Oritani Financial 0.0 $7.3M 474k 15.39
C&j Energy Services 0.0 $7.8M 231k 33.78
Manning & Napier Inc cl a 0.0 $3.7M 214k 17.26
Agios Pharmaceuticals (AGIO) 0.0 $7.3M 159k 45.82
Foundation Medicine 0.0 $8.4M 311k 26.96
Zoe's Kitchen 0.0 $3.4M 99k 34.38
Jd (JD) 0.0 $6.6M 232k 28.51
SLM Corporation (SLM) 0.0 $2.2M 264k 8.31
Newmont Mining Corporation (NEM) 0.0 $479k 19k 25.45
Cooper Companies 0.0 $2.1M 16k 135.50
Dresser-Rand 0.0 $2.0M 31k 63.72
EastGroup Properties (EGP) 0.0 $1.8M 28k 64.23
Quanex Building Products Corporation (NX) 0.0 $2.8M 154k 17.87
Hollysys Automation Technolo (HOLI) 0.0 $2.7M 109k 24.49
iShares Russell 2000 Value Index (IWN) 0.0 $1.9M 18k 103.24
First Republic Bank/san F (FRCB) 0.0 $2.8M 52k 54.99
21vianet Group (VNET) 0.0 $1.9M 62k 29.97
Cementos Pacasmayo 0.0 $1.6M 186k 8.43
Norcraft 0.0 $2.2M 155k 14.31