FundWatcher
APDMX
Artisan Mid Cap Fund
Artisan Partners Funds Inc.

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SEMTECH CORP 0 394,831 394,831 1.04% $30.36M
TRADEWEB MARKETS INC A 0 147,190 147,190 0.59% $17.32M
SITIME CORP 0 43,746 43,746 0.52% $15.11M
SITEONE LANDSCAPE SUPPLY INC 0 113,456 113,456 0.52% $15.10M
ROCKET LAB CORP 0 226,194 226,194 0.50% $14.53M
IONIS PHARMACEUTICALS INC 0 186,456 186,456 0.48% $14.00M
GUARDANT HEALTH INC 0 147,910 147,910 0.47% $13.66M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ARES MANAGEMENT CORP CL A 222,335 0 -222,335 0.00% -$35.94M
CCC INTELLIGENT SOLUTIONS HOLD CL A 4,329,411 0 -4,329,411 0.00% -$34.42M
SYNOPSYS INC 71,065 0 -71,065 0.00% -$33.38M
PARSONS CORP 517,454 0 -517,454 0.00% -$31.98M
SERVICETITAN INC-A 295,087 0 -295,087 0.00% -$31.43M
VISTRA CORP 157,889 0 -157,889 0.00% -$25.47M
PENUMBRA INC 79,153 0 -79,153 0.00% -$24.61M
ROKU INC CLASS A 163,850 0 -163,850 0.00% -$17.78M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
INSMED INC 755,282 793,310 38,028 4.44% -$1.73M
SPOTIFY TECHNOLOGY SA 147,470 165,280 17,810 2.74% -$5.49M
BLKR-LIQ T-INS 9,872,780 79,822,522 69,949,742 2.73% $69.95M
DOORDASH INC-A 384,390 423,380 38,990 2.17% -$23.49M
ROBLOX CORP - A 741,570 1,060,865 319,295 2.05% -$86.89K
TWIST BIOSCIENCE CORP 1,082,332 1,144,300 61,968 1.86% $20.05M
TYLER TECHNOLOGIES INC 116,964 156,231 39,267 1.83% $394.56K
CLOUDFLARE INC-A 190,645 215,363 24,718 1.52% $6.85M
WATERS CORP 90,285 143,547 53,262 1.46% $8.46M
INSULET CORP 178,070 190,638 12,568 1.37% -$10.61M
IRHYTHM TECHNOLOGIES INC 329,956 335,747 5,791 1.36% -$18.92M
PURE STORAGE INC CL A 568,539 605,859 37,320 1.22% -$2.33M
EDWARDS LIFESCIENCES CORP 190,627 444,960 254,333 1.22% $19.38M
MONGODB INC CL A 107,626 139,520 31,894 1.17% -$11.02M
TEMPUR SEALY INTERNATIONAL INC 290,922 430,159 139,237 1.09% $5.82M
MEDLINE INC-A 544,163 696,777 152,614 1.06% $8.15M
TOPBUILD CORP 71,018 75,170 4,152 0.90% -$3.22M
BLOOM ENERGY CORP CL A 170,991 193,555 22,564 0.90% $11.37M
TEXAS ROADHOUSE INC 127,641 140,755 13,114 0.80% $2.06M
ARTHUR J GALLAGHAR AND CO 65,788 103,016 37,228 0.76% $5.29M
WAYSTAR HOLDING CORP 618,450 917,029 298,579 0.76% $1.86M
ROBINHOOD MARKETS INC 250,763 307,874 57,111 0.73% -$7.03M
FX Spot Contract: EUR/USD SETTLE 2026-01-05 337 337 0 0.00% -$6
FX Forward Contract: AUD/USD SETTLE 2026-03-18 25 25 0 0.00% $1
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Ascendis Pharma A/S 705,170 678,343 -26,827 5.31% $4.79M
ARGENX SE SPONSORED ADR 194,070 186,004 -8,066 4.65% -$27.37M
WEST PHARMACEUTICAL SVCS INC 384,223 369,606 -14,617 3.17% -$13.08M
COMFORT SYSTEMS USA INC 68,898 66,277 -2,621 3.13% $27.09M
RBC BEARINGS INC 171,670 165,139 -6,531 3.07% $12.71M
WOODWARD INC 231,444 222,639 -8,805 2.73% $9.72M
US FOODS HOLDING CORP 896,585 863,965 -32,620 2.73% $12.14M
API GROUP CORP 1,911,311 1,838,597 -72,714 2.55% $1.37M
L3HARRIS TECHNOLOGIES INC 195,232 188,127 -7,105 2.22% $7.62M
BAKER HUGHES CO 1,793,563 970,585 -822,978 2.03% -$22.42M
SHOPIFY INC CL A 474,942 456,873 -18,069 1.85% -$22.26M
LATTICE SEMICONDUCTOR CORP 789,092 566,907 -222,185 1.80% -$5.48M
LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C 677,713 598,662 -79,051 1.74% -$15.86M
BWX TECHNOLOGIES INC 255,086 245,381 -9,705 1.72% $6.09M
VIKING HOLDINGS LTD 762,529 666,121 -96,408 1.67% -$5.51M
CBRE GROUP INC - CL A 370,416 356,324 -14,092 1.65% -$11.29M
LIVE NATION ENTERTAINMENT INC 504,597 311,589 -193,008 1.63% -$24.38M
MONOLITHIC POWER SYS INC 44,176 42,496 -1,680 1.59% $6.42M
VERACYTE INC 1,317,707 1,267,576 -50,131 1.40% -$14.65M
CENCORA INC 125,859 121,071 -4,788 1.30% -$4.48M
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 207,990 168,272 -39,718 1.28% $1.74M
WESCO INTL 132,937 127,880 -5,057 1.20% $2.47M
FTAI AVIATION LTD 209,875 142,505 -67,370 1.19% -$6.40M
INGERSOLL RAND INC 439,420 422,703 -16,717 1.16% -$943.89K
AUTOZONE INC 14,435 9,811 -4,624 1.13% -$15.82M
TELEDYNE TECHNOLOGIES INC 54,731 52,649 -2,082 1.09% $3.90M
XYLEM INC 378,659 250,637 -128,022 1.02% -$21.61M
GUIDEWIRE SOFTWARE INC 204,337 196,563 -7,774 1.01% -$11.68M
REDDIT INC-A 197,076 189,578 -7,498 0.87% -$19.78M
FAIR ISAAC CORP 24,147 23,229 -918 0.85% -$16.03M
COHERENT CORP 190,799 88,288 -102,511 0.72% -$14.18M
CARVANA CO CL A 99,550 63,756 -35,794 0.69% -$21.97M
ASTERA LABS INC 264,543 162,794 -101,749 0.61% -$26.17M
ZSCALER INC 173,066 111,023 -62,043 0.53% -$23.35M
WINGSTOP INC 186,620 93,698 -92,922 0.50% -$29.99M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
SWISS FRANC 1 1 0 0.00% -$0

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