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Holdings (Monthly) Guide ↗

Artisan Mid Cap Fund

· Artisan Partners Funds Inc.
Monthly Holdings $3.2B AUM 35 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 Comfort Systems USA, Inc. 199908104 Mar 2026 62,700 -3,577 $124.3M +36.0% 3.89% EC
3 West Pharmaceutical Services, Inc. 955306105 Mar 2026 335,705 -33,901 $120.5M +30.1% 3.78% EC
4 RBC Bearings, Inc. 75524B104 Mar 2026 149,992 -15,147 $96.6M +7.7% 3.03% EC
5 Twist Bioscience Corp. 90184D100 Mar 2026 893,167 -251,133 $91.9M +69.0% 2.88% EC
6 Woodward, Inc. 980745103 Mar 2026 211,380 -11,259 $89.9M +12.9% 2.82% EC
7 Insmed, Inc. 457669307 Mar 2026 709,201 -84,109 $75.6M -41.7% 2.37% EC
8 US Foods Holding Corp. 912008109 Mar 2026 732,906 -131,059 $74.9M -5.9% 2.35% EC
9 API Group Corp. 00187Y100 Mar 2026 1,743,561 -95,036 $73.8M -0.9% 2.31% EC
10 Veracyte, Inc. 92337F107 Mar 2026 1,236,133 -31,443 $72.6M +77.8% 2.27% EC
11 DoorDash, Inc. 25809K105 Mar 2026 384,547 -38,833 $71.0M +11.6% 2.22% EC
12 MACOM Technology Solutions Holdings, Inc. 55405Y100 Mar 2026 152,838 -15,434 $58.1M +55.6% 1.82% EC
13 Monolithic Power Systems, Inc. 609839105 Mar 2026 38,598 -3,898 $53.4M +14.8% 1.67% EC
14 Bloom Energy Corp. 093712107 Mar 2026 175,802 -17,753 $53.2M +102.9% 1.67% EC
15 Live Nation Entertainment, Inc. 538034109 Mar 2026 283,009 -28,580 $51.8M +9.1% 1.62% EC
16 Liberty Media Corp-Liberty Formula One 531229755 Mar 2026 542,160 -56,502 $51.6M +1.3% 1.62% EC
17 Baker Hughes Co. 05722G100 Mar 2026 881,560 -89,025 $48.9M -17.4% 1.53% EC
18 Shopify, Inc. 82509L107 Mar 2026 414,968 -41,905 $47.4M -12.6% 1.48% EC
19 CBRE Group, Inc. 12504L109 Mar 2026 323,641 -32,683 $43.6M -9.7% 1.37% EC
20 BWX Technologies, Inc. 05605H100 Mar 2026 222,874 -22,507 $43.4M -13.5% 1.36% EC
21 WESCO International, Inc. 95082P105 Mar 2026 116,150 -11,730 $40.1M +14.7% 1.26% EC
22 Cloudflare, Inc. 18915M107 Mar 2026 154,471 -60,892 $37.9M -14.7% 1.19% EC
23 Semtech Corp. 816850101 Mar 2026 234,066 -160,765 $37.9M +24.8% 1.19% EC
24 Astera Labs, Inc. 04626A103 Mar 2026 78,165 -84,629 $37.8M +111.6% 1.18% EC
25 Somnigroup International, Inc. 88023U101 Mar 2026 429,135 -1,024 $33.6M +5.8% 1.05% EC
26 Ingersoll Rand, Inc. 45687V106 Mar 2026 383,931 -38,772 $31.5M -7.1% 0.99% EC
27 Reddit, Inc. 75734B100 Mar 2026 172,189 -17,389 $29.9M +17.1% 0.94% EC
28 AutoZone, Inc. 053332102 Mar 2026 8,911 -900 $28.5M -14.1% 0.89% EC
29 Texas Roadhouse, Inc. 882681109 Mar 2026 127,844 -12,911 $24.7M +6.3% 0.77% EC
30 Arthur J Gallagher & Co. 363576109 Mar 2026 94,176 -8,840 $21.6M -3.1% 0.68% EC
31 Guidewire Software, Inc. 40171V100 Mar 2026 152,414 -44,149 $18.8M -36.2% 0.59% EC
32 Medline, Inc. 58507V107 Mar 2026 454,932 -241,845 $17.9M -42.1% 0.56% EC
33 L3Harris Technologies, Inc. 502431109 Mar 2026 52,510 -135,617 $15.3M -76.5% 0.48% EC
34 Everpure, Inc. 74624M102 Mar 2026 174,888 -430,971 $13.8M -61.5% 0.43% EC
35 MongoDB, Inc. 60937P106 Mar 2026 39,975 -99,545 $13.4M -60.7% 0.42% EC