ARTISAN PARTNERS LIMITED PARTNERSHIP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 396
New Positions 36
Increased Positions 149
Decreased Positions 244
Positions with Activity 393
Sold Out Positions 29
Total Mkt Value (in $ millions) 55,853

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

Sector Weighting

Basic Materials 1.11%
Capital Goods 5.34%
Conglomerates 0.1%
Consumer Cyclical 3.58%
Consumer/Non-Cyclical 2.13%
Energy 6.67%
Financial 18.1%
Healthcare 9.52%
Services 17.74%
Technology 31.95%
Transportation 0.75%
Utilities 1.47%

396 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
YELP INC CL A 55,431 2,626 4.97 1,107,735
ULTRATECH INC COM 55,292 -3,955 (6.68) 3,157,745
ULTIMATE SOFTWARE GROUP INC COM 54,691 3,529 6.90 389,177
ADTRAN INC COM 54,125 -6,661 (10.96) 2,589,709
IDEX CORP COM 51,947 -2,560 (4.7) 705,608
GOLDMAN SACHS GROUP INC COM 50,897 -320 (0.63) 277,657
INGRAM MICRO INC CL A 50,771 -128,718 (71.71) 1,935,615
DEVON ENERGY CORP NEW COM 50,694 50,694 New 937,040
ALNYLAM PHARMACEUTICALS INC COM 50,447 -2,486 (4.7) 547,856
NATIONAL OILWELL VARCO INC COM 50,401 -342 (0.68) 808,478
UNION PAC CORP COM 48,558 -330 (0.68) 432,777
E M C CORP MASS COM 47,701 -11,136 (18.93) 1,698,166
GOLDCORP INC NEW COM 46,978 6,645 16.48 2,745,669
WAL-MART STORES INC COM 45,856 -110 (0.24) 552,752
INTERNATIONAL BUSINESS MACHS COM 45,000 -38 (0.09) 297,206
FTI CONSULTING INC COM 44,453 -11,997 (21.25) 1,248,690
GENTHERM INC COM 44,107 -17,748 (28.69) 1,293,841
21VIANET GROUP INC SPONSORED ADR 43,884 42,920 4,451.80 2,822,116
AMBEV SA SPONSORED ADR 43,027 43,027 New 7,575,256
ANNALY CAP MGMT INC COM 42,924 3,082 7.74 3,877,464