ARTISAN PARTNERS LIMITED PARTNERSHIP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 395
New Positions 30
Increased Positions 147
Decreased Positions 248
Positions with Activity 395
Sold Out Positions 41
Total Mkt Value (in $ millions) 58,330

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

Sector Weighting

Basic Materials 1.83%
Capital Goods 5.62%
Conglomerates 0.2%
Consumer Cyclical 2.74%
Consumer/Non-Cyclical 2.6%
Energy 7.83%
Financial 17.59%
Healthcare 8.59%
Services 16.86%
Technology 31.49%
Transportation 0.58%
Utilities 1.31%

147 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 1,968,579 47,034 2.45 9,722,816
MEDTRONIC PLC SHS 1,833,299 258,313 16.40 24,249,986
APPLIED MATLS INC COM 1,474,014 58,323 4.12 73,774,458
ARCH CAP GROUP LTD ORD 1,376,509 2,927 .21 22,495,647
IHS INC CL A 1,017,042 41,930 4.30 7,999,383
GRUPO TELEVISA SA SPON ADR REP ORD 907,629 25,768 2.92 24,616,996
LIBERTY GLOBAL PLC SHS CL C 891,043 208,703 30.59 17,333,782
IMPERIAL OIL LTD COM NEW 753,996 9,028 1.21 17,413,295
ILLUMINA INC COM 705,699 19,340 2.82 3,690,316
BANK NEW YORK MELLON CORP COM 664,465 5,727 .87 15,546,674
WORKDAY INC CL A 628,661 142,327 29.27 7,024,146
DISCOVER FINL SVCS COM 588,210 10,268 1.78 9,917,555
LIBERTY GLOBAL PLC SHS CL A 556,871 91,469 19.65 10,485,246
CISCO SYS INC COM 553,528 7,945 1.46 19,002,002
AMETEK INC NEW COM 544,912 40,410 8.01 10,334,004
UNILEVER PLC SPON ADR NEW 541,944 5,354 1.00 12,364,674
FLEXTRONICS INTL LTD ORD 484,534 5,878 1.23 40,768,537
CITIGROUP INC COM NEW 480,937 4,758 1.00 8,945,999
FLIR SYS INC COM 479,143 4,865 1.03 15,327,657
MARSH & MCLENNAN COS INC COM 470,335 3,276 .70 8,301,002