ARTISAN PARTNERS LIMITED PARTNERSHIP Information

875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100

Report Date: 09/30/2014

Position Statistics

Total Positions 397
New Positions 36
Increased Positions 150
Decreased Positions 244
Positions with Activity 394
Sold Out Positions 29
Total Mkt Value (in $ millions) 59,345

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.15%
Capital Goods 5.31%
Conglomerates 0.09%
Consumer Cyclical 3.57%
Consumer/Non-Cyclical 2.07%
Energy 7.81%
Financial 17.44%
Healthcare 9.09%
Services 17.38%
Technology 32.44%
Transportation 0.76%
Utilities 1.35%

397 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 2,318,913 -109,105 (4.49) 9,490,517
APPLIED MATLS INC COM 1,645,616 -222 (0.01) 70,855,365
COVIDIEN PLC SHS 1,442,814 2,806 .20 14,526,922
ARCH CAP GROUP LTD ORD 1,283,341 -11,665 (0.9) 22,447,811
REGENERON PHARMACEUTICALS COM 1,180,668 -137,633 (10.44) 2,858,761
TE CONNECTIVITY LTD REG SHS 1,103,407 -20,364 (1.81) 17,362,823
AON PLC SHS CL A 988,314 -51,630 (4.97) 10,750,726
IHS INC CL A 985,466 -2,387 (0.24) 7,669,590
CIGNA CORPORATION COM 971,754 -136,490 (12.32) 9,536,350
GRUPO TELEVISA SA SPON ADR REP ORD 877,555 126,411 16.83 23,918,096
ORACLE CORP COM 863,306 -4,243 (0.49) 20,979,491
IMPERIAL OIL LTD COM NEW 842,863 -3,580 (0.42) 17,204,806
ILLUMINA INC COM 679,109 -5,805 (0.85) 3,589,183
DISCOVER FINL SVCS COM 636,701 -37,447 (5.56) 9,744,433
MICROSOFT CORP COM 631,163 -24,026 (3.67) 13,296,041
LIBERTY GLOBAL PLC SHS CL C 618,161 109,665 21.57 13,273,806
BANK NEW YORK MELLON CORP COM 618,048 -53,859 (8.02) 15,412,675
KROGER CO COM 597,255 -19,393 (3.15) 10,153,948
PROGRESSIVE CORP OHIO COM 554,899 -12,451 (2.2) 20,385,714
CISCO SYS INC COM 510,934 -6,087 (1.18) 18,729,260