# Portfolio overlap — APDMX vs APFDX

Comparing **Artisan Mid Cap Fund** (2026-03-31) and **Artisan Global Discovery Fund** (2026-03-31).

- Shared positions: 44
- Artisan Mid Cap Fund covered by Artisan Global Discovery Fund: 0.6569733369957936522703072084
- Artisan Global Discovery Fund covered by Artisan Mid Cap Fund: 0.6569733369957936522703072084

## Artisan Mid Cap Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Ascendis Pharma A/S | 0.053073 | ✓ |
| ARGENX SE SPONSORED ADR | 0.046461 | ✓ |
| INSMED INC | 0.044372 | ✓ |
| WEST PHARMACEUTICAL SVCS INC | 0.031687 | ✓ |
| COMFORT SYSTEMS USA INC | 0.031262 |  |
| RBC BEARINGS INC | 0.030679 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.027414 | ✓ |
| BLKR-LIQ T-INS | 0.027304 | ✓ |
| WOODWARD INC | 0.027257 | ✓ |
| US FOODS HOLDING CORP | 0.027250 | ✓ |
| API GROUP CORP | 0.025483 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.022210 |  |
| DOORDASH INC-A | 0.021745 |  |
| ROBLOX CORP - A | 0.020524 | ✓ |
| BAKER HUGHES CO | 0.020268 | ✓ |
| TWIST BIOSCIENCE CORP | 0.018600 | ✓ |
| SHOPIFY INC CL A | 0.018537 |  |
| TYLER TECHNOLOGIES INC | 0.018297 | ✓ |
| LATTICE SEMICONDUCTOR CORP | 0.017987 | ✓ |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.017410 | ✓ |
| BWX TECHNOLOGIES INC | 0.017164 |  |
| VIKING HOLDINGS LTD | 0.016742 | ✓ |
| CBRE GROUP INC - CL A | 0.016510 |  |
| LIVE NATION ENTERTAINMENT INC | 0.016255 | ✓ |
| MONOLITHIC POWER SYS INC | 0.015893 | ✓ |
| CLOUDFLARE INC-A | 0.015200 |  |
| WATERS CORP | 0.014622 |  |
| VERACYTE INC | 0.013966 | ✓ |
| INSULET CORP | 0.013683 |  |
| IRHYTHM TECHNOLOGIES INC | 0.013554 | ✓ |
| CENCORA INC | 0.013010 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.012782 | ✓ |
| PURE STORAGE INC CL A | 0.012235 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.012188 |  |
| WESCO INTL | 0.011969 | ✓ |
| FTAI AVIATION LTD | 0.011942 | ✓ |
| MONGODB INC CL A | 0.011681 | ✓ |
| INGERSOLL RAND INC | 0.011584 | ✓ |
| AUTOZONE INC | 0.011336 |  |
| TELEDYNE TECHNOLOGIES INC | 0.010896 | ✓ |
| TEMPUR SEALY INTERNATIONAL INC | 0.010876 | ✓ |
| MEDLINE INC-A | 0.010606 | ✓ |
| SEMTECH CORP | 0.010384 | ✓ |
| XYLEM INC | 0.010245 |  |
| GUIDEWIRE SOFTWARE INC | 0.010056 | ✓ |
| TOPBUILD CORP | 0.009033 | ✓ |
| BLOOM ENERGY CORP CL A | 0.008970 |  |
| REDDIT INC-A | 0.008732 |  |
| FAIR ISAAC CORP | 0.008482 |  |
| TEXAS ROADHOUSE INC | 0.007951 | ✓ |

## Artisan Global Discovery Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Ascendis Pharma A/S | 0.052723 | ✓ |
| INSMED INC | 0.041161 | ✓ |
| BLKR-LIQ T-INS | 0.040616 | ✓ |
| MODINE MFG CO | 0.038971 |  |
| ARGENX SE SPONSORED ADR | 0.035086 | ✓ |
| RBC BEARINGS INC | 0.031633 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.030080 | ✓ |
| US FOODS HOLDING CORP | 0.028932 | ✓ |
| BABCOCK INTL GRP | 0.027886 |  |
| WEST PHARMACEUTICAL SVCS INC | 0.027630 | ✓ |
| WOODWARD INC | 0.024312 | ✓ |
| TWIST BIOSCIENCE CORP | 0.023748 | ✓ |
| API GROUP CORP | 0.022726 | ✓ |
| LIVE NATION ENTERTAINMENT INC | 0.022173 | ✓ |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.021725 | ✓ |
| COLLIERS-SUBORD | 0.018119 |  |
| MONOLITHIC POWER SYS INC | 0.017847 | ✓ |
| SEA LTD ADR | 0.017463 |  |
| SITEONE LANDSCAPE SUPPLY INC | 0.016947 | ✓ |
| IRHYTHM TECHNOLOGIES INC | 0.016906 | ✓ |
| COMPASS INC - A | 0.016712 |  |
| SANDOZ GROUP AG | 0.016612 |  |
| BAKER HUGHES CO | 0.016507 | ✓ |
| GALDERMA GROUP A | 0.016362 |  |
| LATTICE SEMICONDUCTOR CORP | 0.016054 | ✓ |
| MEDLINE INC-A | 0.015492 | ✓ |
| VERACYTE INC | 0.014924 | ✓ |
| INGERSOLL RAND INC | 0.014817 | ✓ |
| TYLER TECHNOLOGIES INC | 0.013438 | ✓ |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.012698 | ✓ |
| FTAI AVIATION LTD | 0.012372 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.012118 | ✓ |
| PURE STORAGE INC CL A | 0.011893 | ✓ |
| TEXAS ROADHOUSE INC | 0.010716 | ✓ |
| TEMPUR SEALY INTERNATIONAL INC | 0.010592 | ✓ |
| ROBLOX CORP - A | 0.010568 | ✓ |
| SEMTECH CORP | 0.010396 | ✓ |
| NOVOZYMES A S | 0.010302 |  |
| MONGODB INC CL A | 0.010279 | ✓ |
| AMER SPORTS INC | 0.010201 |  |
| MELROSE INDUSTRI | 0.009961 |  |
| H World Group Ltd. SPONSORED ADS | 0.009904 |  |
| ASM INTL NV | 0.009838 |  |
| WAYSTAR HOLDING CORP | 0.009264 | ✓ |
| FIFTH THIRD BANCORP | 0.009252 |  |
| GUIDEWIRE SOFTWARE INC | 0.009067 | ✓ |
| TOPBUILD CORP | 0.008806 | ✓ |
| WESCO INTL | 0.008665 | ✓ |
| FLATEXDEGIRO SE | 0.007924 |  |
| COGNEX CORP | 0.007881 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012851` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/935015/000207169126012851/0002071691-26-012851-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012857` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/935015/000207169126012857/0002071691-26-012857-index.htm>

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