Titelia

Holdings of Artisan Global Discovery Fund

Artisan Partners Funds Inc. · 65 declared positions · as of Mar 31, 2026

Original filing · Net assets 109.2M $ · Ten largest lines: 35.3 % of the equity sleeve

Sector breakdown

  • Technology 2.7 %
  • Industrials 1.5 %
  • Financials 1.0 %
  • Unattributed 94.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

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

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 73.6 %
  • DK 6.6 %
  • GB 5.4 %
  • NL 4.7 %
  • CH 3.4 %
  • CA 1.9 %
  • KY 1.1 %
  • CN 1.0 %
  • DE 0.8 %
  • IT 0.8 %
  • BM 0.7 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US4875.7M $73.57 %
DK26.8M $6.58 %
GB55.5M $5.39 %
NL24.8M $4.69 %
CH23.5M $3.44 %
CA11.9M $1.89 %
KY11.1M $1.06 %
CN11.1M $1.03 %
DE1851K $0.83 %
IT1834.4K $0.81 %
BM1724.1K $0.70 %

Positions

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