ARTISAN PARTNERS LIMITED PARTNERSHIP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 392
New Positions 37
Increased Positions 175
Decreased Positions 215
Positions with Activity 390
Sold Out Positions 31
Total Mkt Value (in $ millions) 55,045

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

Sector Weighting

Basic Materials 1.26%
Capital Goods 5.84%
Conglomerates 0.1%
Consumer Cyclical 4.47%
Consumer/Non-Cyclical 2.23%
Energy 8.26%
Financial 17.53%
Healthcare 8.85%
Services 16.48%
Technology 32.06%
Transportation 0.64%
Utilities 1.34%

37 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GANNETT INC COM 249,213 249,213 New 8,287,755
SENSATA TECHNOLOGIES HLDG NV SHS 204,510 204,510 New 4,527,552
ASPEN TECHNOLOGY INC COM 127,718 127,718 New 3,449,033
PERRIGO CO PLC SHS 125,525 125,525 New 835,384
C H ROBINSON WORLDWIDE INC COM NEW 111,055 111,055 New 1,597,230
TWITTER INC COM 100,430 100,430 New 2,046,252
GRAINGER W W INC COM 100,388 100,388 New 433,565
WHITEWAVE FOODS CO COM 89,290 89,290 New 2,540,243
SIGNET JEWELERS LIMITED SHS 84,771 84,771 New 769,522
PACWEST BANCORP DEL COM 77,449 77,449 New 1,939,621
LEVEL 3 COMMUNICATIONS INC COM NEW 77,416 77,416 New 1,868,600
TEMPUR SEALY INTL INC COM 77,180 77,180 New 1,399,965
YELP INC CL A 74,110 74,110 New 1,055,248
EXPEDITORS INTL WASH INC COM 71,973 71,973 New 1,780,637
VISA INC COM CL A 63,173 63,173 New 299,512
QIHOO 360 TECHNOLOGY CO LTD ADS 62,126 62,126 New 955,788
EXPRESS SCRIPTS HLDG CO COM 45,089 45,089 New 617,661
NATIONAL INSTRS CORP COM 27,228 27,228 New 934,073
AMERICAN EAGLE OUTFITTERS NEW COM 22,476 22,476 New 1,668,578
SHUTTERFLY INC COM 19,095 19,095 New 458,025