Titelia

Holdings of Artisan Global Discovery Fund

Artisan Partners Funds Inc. · Original filing · Compare with another fund · Report an error

Net assets
109.2M $ including 102.9M $ in equities, 94.3 %
Positions
65 in 11 countries
Top ten
33.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Ascendis Pharma A/S 24,7555.7M $5.19 %
2Insmed Inc 27,0334.4M $4.05 %
3Modine Manufacturing Co 19,3134.2M $3.83 %
4Argenx SE 5,1603.8M $3.45 %
5RBC Bearings Inc 6,2553.4M $3.11 %
6Spotify Technology SA 6,6623.2M $2.96 %
7US Foods Holding Corp 33,6963.1M $2.85 %
8Babcock International Group PLC 194,4213M $2.74 %
9West Pharmaceutical Services Inc 11,8393M $2.72 %
10Woodward Inc 7,2952.6M $2.39 %
11Twist Bioscience Corp 53,6702.6M $2.34 %
12API Group Corp 60,2342.4M $2.24 %
13Live Nation Entertainment Inc 15,6142.4M $2.18 %
14Liberty Media Corp-Liberty Formula One 27,4422.3M $2.14 %
15Colliers International Group Inc 18,2001.9M $1.78 %
16Monolithic Power Systems Inc 1,7531.9M $1.76 %
17Sea Ltd 22,6481.9M $1.72 %
18SiteOne Landscape Supply Inc 13,6731.8M $1.67 %
19IRhythm Holdings Inc 15,3841.8M $1.66 %
20Compass Inc 245,5251.8M $1.64 %
21Sandoz Group AG 22,7441.8M $1.63 %
22Baker Hughes Co 29,0381.8M $1.62 %
23Galderma Group AG 9,0641.8M $1.61 %
24Lattice Semiconductor Corp 18,5871.7M $1.58 %
25Medline Inc 37,3871.7M $1.52 %
26Veracyte Inc 49,7581.6M $1.47 %
27Ingersoll Rand Inc 19,8611.6M $1.46 %
28Tyler Technologies Inc 4,2151.4M $1.32 %
29MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 6,1411.4M $1.25 %
30FTAI Aviation Ltd 5,4231.3M $1.22 %
31Teledyne Technologies Inc 2,1511.3M $1.19 %
32Everpure Inc 21,6331.3M $1.17 %
33Texas Roadhouse Inc 6,9691.2M $1.05 %
34Somnigroup International Inc 15,3891.1M $1.04 %
35ROBLOX Corp 20,0661.1M $1.04 %
36Semtech Corp 14,5211.1M $1.02 %
37Novonesis Novozymes B 18,6981.1M $1.01 %
38MongoDB Inc 4,5101.1M $1.01 %
39Amer Sports Inc 33,2781.1M $1.00 %
40Melrose Industries PLC 158,8211.1M $0.98 %
41H World Group Ltd 21,1491.1M $0.97 %
42ASM International NV 1,3871.1M $0.97 %
43Waystar Holding Corp 41,266994.9K $0.91 %
44Fifth Third Bancorp 21,387993.6K $0.91 %
45Guidewire Software Inc 6,511973.8K $0.89 %
46TopBuild Corp 2,692945.7K $0.87 %
47WESCO International Inc 3,401930.6K $0.85 %
48flatexDEGIRO SE 24,935851K $0.78 %
49Cognex Corp 17,276846.4K $0.78 %
50Coherent Corp 3,507835.4K $0.77 %
51Brunello Cucinelli SpA 9,572834.4K $0.76 %
52Tradeweb Markets Inc 6,808801K $0.73 %
53Viking Holdings Ltd 9,855724.1K $0.66 %
54London Stock Exchange Group PLC 6,043714.2K $0.65 %
55PROCEPT BIOROBOTICS CORP 27,993700.1K $0.64 %
56Astera Labs Inc 5,401591.9K $0.54 %
57Parsons Corp 10,596574K $0.53 %
58SiTime Corp 1,617558.4K $0.51 %
59SailPoint Inc 41,741552.7K $0.51 %
60Zscaler Inc 3,812534.8K $0.49 %
613i Group PLC 15,949522.6K $0.48 %
62Wingstop Inc 3,347518.7K $0.48 %
63Kratos Defense & Security Solutions, Inc. 6,894486.1K $0.45 %
64York Space Systems Inc 14,441320.2K $0.29 %
65Games Workshop Group PLC 1,053248.2K $0.23 %

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Sector breakdown

  • Health care 10.8 %
  • Industrials 7.2 %
  • Technology 7.0 %
  • Communication 6.6 %
  • Consumer staples 4.1 %
  • Consumer discretionary 2.5 %
  • Financials 2.2 %
  • Materials 1.2 %
  • Unattributed 58.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 85.5 %
  • GBP 5.4 %
  • CHF 3.4 %
  • EUR 2.7 %
  • CAD 1.9 %
  • DKK 1.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 73.6 %
  • Denmark 6.6 %
  • United Kingdom 5.4 %
  • Netherlands 4.7 %
  • Switzerland 3.4 %
  • Canada 1.9 %
  • Cayman Islands 1.1 %
  • China 1.0 %
  • Germany 0.8 %
  • Italy 0.8 %
  • Bermuda 0.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States4875.7M $73.57 %
2Denmark26.8M $6.58 %
3United Kingdom55.5M $5.39 %
4Netherlands24.8M $4.69 %
5Switzerland23.5M $3.44 %
6Canada11.9M $1.89 %
7Cayman Islands11.1M $1.06 %
8China11.1M $1.03 %
9Germany1851K $0.83 %
10Italy1834.4K $0.81 %
11Bermuda1724.1K $0.70 %
Cite this page

Titelia. "Holdings of Artisan Global Discovery Fund". https://titelia.com/en/funds/S000058458