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) 58,418

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

Sector Weighting

Basic Materials 1.42%
Capital Goods 5.98%
Conglomerates 0.1%
Consumer Cyclical 4.55%
Consumer/Non-Cyclical 2.16%
Energy 9.63%
Financial 16.91%
Healthcare 8.13%
Services 16.33%
Technology 32.04%
Transportation 0.65%
Utilities 1.23%

392 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DISCOVERY COMMUNICATNS NEW COM SER C 3,891 188 5.07 90,670
ADVANCE AUTO PARTS INC COM 3,858 226 6.24 28,080
HEADWATERS INC COM 3,792 3,792 New 295,132
INTERPUBLIC GROUP COS INC COM 3,371 480 16.60 170,510
PERKINELMER INC COM 3,220 458 16.60 72,009
ZOES KITCHEN INC COM 3,015 3,015 New 98,567
CONMED CORP COM 2,883 -10,784 (78.91) 73,661
QUANEX BUILDING PRODUCTS CORP COM 2,782 2,782 New 154,209
NORCRAFT COS INC COM 2,594 369 16.60 154,589
COOPER COS INC COM NEW 2,525 1,087 75.58 15,491
FIRST REP BK SAN FRANCISCO CAL COM 2,494 355 16.60 51,484
HOLLYSYS AUTOMATION TECHNOLOGI SHS 2,373 2,373 New 108,919
SLM CORP COM 2,345 2,345 New 264,041
DRESSER-RAND GROUP INC COM 2,112 1,740 468.40 30,682
DISCOVERY COMMUNICATNS NEW COM SER A 1,984 96 5.07 45,335
EASTGROUP PPTY INC COM 1,834 1,834 New 28,412
ISHARES TR RUS 2000 VAL ETF 1,802 New 18,006
21VIANET GROUP INC SPONSORED ADR 1,778 1,778 New 62,000
CEMENTOS PACASMAYO S A A SPON ADR REP 5 1,762 -2,477 (58.43) 185,501
NEWMONT MINING CORP COM 506 New 18,820