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Holdings (Monthly) Guide ↗

Artisan Mid Cap Fund

· Artisan Partners Funds Inc.
Monthly Holdings $3.2B AUM 75 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 13 New 16 Added 35 Reduced 11 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Argenx SE 04016X101 Mar 2026 169,567 -16,437 $157.3M +15.8% 4.93% EC
2 Ascendis Pharma A/S N/A Mar 2026 539,946 +397,441 $144.0M +312.5% 4.51% EC
3 Comfort Systems USA, Inc. 199908104 Mar 2026 62,700 -3,577 $124.3M +36.0% 3.89% EC
4 West Pharmaceutical Services, Inc. 955306105 Mar 2026 335,705 -33,901 $120.5M +30.1% 3.78% EC
5 Lattice Semiconductor Corp. 518415104 Mar 2026 704,043 +137,136 $107.7M +104.8% 3.37% EC
6 RBC Bearings, Inc. 75524B104 Mar 2026 149,992 -15,147 $96.6M +7.7% 3.03% EC
7 Twist Bioscience Corp. 90184D100 Mar 2026 893,167 -251,133 $91.9M +69.0% 2.88% EC
8 Woodward, Inc. 980745103 Mar 2026 211,380 -11,259 $89.9M +12.9% 2.82% EC
9 BlackRock Liquidity Funds Treasury Trust Fund 09248U718 Mar 2026 86,337,159 +6,514,637 $86.3M +8.2% 2.71% STIV
10 Spotify Technology SA N/A Mar 2026 178,989 NEW $82.2M — 2.58% EC
11 Insmed, Inc. 457669307 Mar 2026 709,201 -84,109 $75.6M -41.7% 2.37% EC
12 US Foods Holding Corp. 912008109 Mar 2026 732,906 -131,059 $74.9M -5.9% 2.35% EC
13 API Group Corp. 00187Y100 Mar 2026 1,743,561 -95,036 $73.8M -0.9% 2.31% EC
14 Veracyte, Inc. 92337F107 Mar 2026 1,236,133 -31,443 $72.6M +77.8% 2.27% EC
15 DoorDash, Inc. 25809K105 Mar 2026 384,547 -38,833 $71.0M +11.6% 2.22% EC
16 Viking Holdings Ltd. N/A Mar 2026 605,022 NEW $63.3M — 1.98% EC
17 Teledyne Technologies, Inc. 879360105 Mar 2026 87,629 +34,980 $58.4M +83.5% 1.83% EC
18 Edwards Lifesciences Corp. 28176E108 Mar 2026 644,827 +199,867 $58.3M +63.7% 1.83% EC
19 MACOM Technology Solutions Holdings, Inc. 55405Y100 Mar 2026 152,838 -15,434 $58.1M +55.6% 1.82% EC
20 Waters Corp. 941848103 Mar 2026 151,023 +7,476 $56.6M +32.5% 1.77% EC
21 Monolithic Power Systems, Inc. 609839105 Mar 2026 38,598 -3,898 $53.4M +14.8% 1.67% EC
22 Bloom Energy Corp. 093712107 Mar 2026 175,802 -17,753 $53.2M +102.9% 1.67% EC
23 Entegris, Inc. 29362U104 Jun 2026 292,690 NEW $52.6M — 1.65% EC
24 Live Nation Entertainment, Inc. 538034109 Mar 2026 283,009 -28,580 $51.8M +9.1% 1.62% EC
25 Liberty Media Corp-Liberty Formula One 531229755 Mar 2026 542,160 -56,502 $51.6M +1.3% 1.62% EC
26 Tyler Technologies, Inc. 902252105 Mar 2026 169,201 +12,970 $49.5M -7.5% 1.55% EC
27 Baker Hughes Co. 05722G100 Mar 2026 881,560 -89,025 $48.9M -17.4% 1.53% EC
28 Shopify, Inc. 82509L107 Mar 2026 414,968 -41,905 $47.4M -12.6% 1.48% EC
29 IRhythm Holdings, Inc. 450056106 Mar 2026 378,618 +42,871 $45.0M +13.7% 1.41% EC
30 Coherent Corp. 19247G107 Mar 2026 112,201 +23,913 $44.3M +110.5% 1.39% EC
31 CBRE Group, Inc. 12504L109 Mar 2026 323,641 -32,683 $43.6M -9.7% 1.37% EC
32 Guardant Health, Inc. 40131M109 Mar 2026 290,209 +142,299 $43.5M +218.7% 1.36% EC
33 BWX Technologies, Inc. 05605H100 Mar 2026 222,874 -22,507 $43.4M -13.5% 1.36% EC
34 WESCO International, Inc. 95082P105 Mar 2026 116,150 -11,730 $40.1M +14.7% 1.26% EC
35 Robinhood Markets, Inc. 770700102 Mar 2026 393,468 +85,594 $39.5M +84.9% 1.24% EC
36 Lumentum Holdings, Inc. 55024U109 Jun 2026 44,255 NEW $38.0M — 1.19% EC
37 Cloudflare, Inc. 18915M107 Mar 2026 154,471 -60,892 $37.9M -14.7% 1.19% EC
38 Semtech Corp. 816850101 Mar 2026 234,066 -160,765 $37.9M +24.8% 1.19% EC
39 Astera Labs, Inc. 04626A103 Mar 2026 78,165 -84,629 $37.8M +111.6% 1.18% EC
40 FTAI Aviation Ltd. N/A Mar 2026 135,566 NEW $36.7M — 1.15% EC
41 SiTime Corp. 82982T106 Mar 2026 46,124 +2,378 $34.4M +127.6% 1.08% EC
42 Somnigroup International, Inc. 88023U101 Mar 2026 429,135 -1,024 $33.6M +5.8% 1.05% EC
43 Ingersoll Rand, Inc. 45687V106 Mar 2026 383,931 -38,772 $31.5M -7.1% 0.99% EC
44 Modine Manufacturing Co. 607828100 Jun 2026 113,576 NEW $30.3M — 0.95% EC
45 Reddit, Inc. 75734B100 Mar 2026 172,189 -17,389 $29.9M +17.1% 0.94% EC
46 Rocket Lab Corp. 773121108 Mar 2026 288,710 +62,516 $29.3M +102.0% 0.92% EC
47 AutoZone, Inc. 053332102 Mar 2026 8,911 -900 $28.5M -14.1% 0.89% EC
48 CH Robinson Worldwide, Inc. 12541W209 Jun 2026 150,129 NEW $28.3M — 0.89% EC
49 MSCI, Inc. 55354G100 Jun 2026 48,201 NEW $27.0M — 0.85% EC
50 Texas Roadhouse, Inc. 882681109 Mar 2026 127,844 -12,911 $24.7M +6.3% 0.77% EC
51 Tradeweb Markets, Inc. 892672106 Mar 2026 238,535 +91,345 $23.8M +37.3% 0.74% EC
52 Twilio, Inc. 90138F102 Jun 2026 105,159 NEW $21.7M — 0.68% EC
53 Arthur J Gallagher & Co. 363576109 Mar 2026 94,176 -8,840 $21.6M -3.1% 0.68% EC
54 Ionis Pharmaceuticals, Inc. 462222100 Mar 2026 250,173 +63,717 $19.8M +41.7% 0.62% EC
55 Waystar Holding Corp. 946784105 Mar 2026 917,961 +932 $18.8M -14.8% 0.59% EC
56 Guidewire Software, Inc. 40171V100 Mar 2026 152,414 -44,149 $18.8M -36.2% 0.59% EC
57 Medline, Inc. 58507V107 Mar 2026 454,932 -241,845 $17.9M -42.1% 0.56% EC
58 Kratos Defense & Security Solutions, Inc. 50077B207 Jun 2026 319,287 NEW $15.9M — 0.50% EC
59 L3Harris Technologies, Inc. 502431109 Mar 2026 52,510 -135,617 $15.3M -76.5% 0.48% EC
60 Everpure, Inc. 74624M102 Mar 2026 174,888 -430,971 $13.8M -61.5% 0.43% EC
61 MongoDB, Inc. 60937P106 Mar 2026 39,975 -99,545 $13.4M -60.7% 0.42% EC
62 EURO N/A Mar 2026 337 NEW $385 — 0.00% STIV
63 Australian Dollar N/A Mar 2026 25 NEW $17 — 0.00% STIV
64 Swiss Franc N/A Mar 2026 1 NEW $1 — 0.00% STIV
✕ Ascendis Pharma A/S 04351P101 — 678,343 SOLD $155.2M — — —
✕ ROBLOX Corp. 771049103 — 1,060,865 SOLD $60.0M — — —
✕ Insulet Corp. 45784P101 — 190,638 SOLD $40.0M — — —
✕ Cencora, Inc. 03073E105 — 121,071 SOLD $38.0M — — —
✕ Xylem, Inc. 98419M100 — 250,637 SOLD $30.0M — — —
✕ TopBuild Corp. 89055F103 — 75,170 SOLD $26.4M — — —
✕ Fair Isaac Corp. 303250104 — 23,229 SOLD $24.8M — — —
✕ Carvana Co. 146869102 — 63,756 SOLD $20.0M — — —
✕ Zscaler, Inc. 98980G102 — 111,023 SOLD $15.6M — — —
✕ SiteOne Landscape Supply, Inc. 82982L103 — 113,456 SOLD $15.1M — — —
✕ Wingstop, Inc. 974155103 — 93,698 SOLD $14.5M — — —