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 174
Decreased Positions 216
Positions with Activity 390
Sold Out Positions 32
Total Mkt Value (in $ millions) 58,384

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

Sector Weighting

Basic Materials 1.36%
Capital Goods 5.93%
Conglomerates 0.1%
Consumer Cyclical 4.49%
Consumer/Non-Cyclical 2.15%
Energy 9.14%
Financial 17.18%
Healthcare 8.37%
Services 16.07%
Technology 32.48%
Transportation 0.64%
Utilities 1.2%

392 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AZZ INC COM 37,974 -1,924 (4.82) 851,436
EQT CORP COM 37,483 7,493 24.99 395,388
KAMAN CORP COM 37,427 -1,978 (5.02) 920,250
TEXTURA CORP COM 37,267 2,465 7.08 1,360,600
MOSAIC CO NEW COM 37,242 456 1.24 796,970
CLOUD PEAK ENERGY INC COM 35,825 -5,254 (12.79) 2,681,540
ERA GROUP INC COM 35,768 2,137 6.35 1,495,318
PICO HLDGS INC COM NEW 34,876 -1,822 (4.96) 1,644,312
NANOMETRICS INC COM 34,760 2,747 8.58 2,091,456
ROSETTA RESOURCES INC COM 33,949 -806 (2.32) 734,819
LIFELOCK INC COM 33,670 -773 (2.24) 2,210,737
APPROACH RESOURCES INC COM 33,014 1,486 4.71 2,072,425
PARKER DRILLING CO COM 32,932 5,571 20.36 5,944,380
PRICESMART INC COM 32,316 3,848 13.52 361,398
BRISTOL MYERS SQUIBB CO COM 31,413 -9,293 (22.83) 614,503
TABLEAU SOFTWARE INC CL A 31,063 4,399 16.50 431,193
EARTHLINK HLDGS CORP COM 30,467 -1,590 (4.96) 7,752,458
CAVIUM INC COM 30,327 -25,773 (45.94) 561,301
ANWORTH MORTGAGE ASSET CP COM 30,113 1,610 5.65 5,986,656
NATIONAL INSTRS CORP COM 30,072 30,072 New 934,073