undamentalytics Newsletter
Sign in

Funds (13F)

Artisan Partners Limited Partnership

Backtest from 16 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+12.7%
S&P 500 +14.1%
Last 12 months
+10.2%
S&P 500 +12.1%
Sharpe ratio
0.64
S&P 500 0.78
Biggest drop
−34.6%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$48.8k
StrategyS&P 500 $10,000 in Artisan Partners Limited Partnership from 16 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Artisan Partners Limited Partnership's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Artisan Partners Limited Partnership's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+12.7%+14.1%
Total return+388%+470%
Last 12 months+10.2%+12.1%
Last 3 months+0.0%—
Last month−0.4%—
This year so far+8.5%—
Volatility a year18.2%16.0%
Sharpe ratio0.640.78
Biggest drop−34.6%−31.8%
Beta to the S&P 5001.091.00
Alpha a year (t-statistic)−1.9% (−1.22)—
Share of weeks up58%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
ACGL3.6%——
BNY3.4%——
GOOGL3.4%——
ELV3.0%——
SCHW3.0%——
C2.7%——
AXP2.6%——
ICLR2.6%——
WTW2.5%——
ARGX2.4%——
META2.3%——
GRMN2.1%——
MRSH2.1%——
PGR1.9%——
AXTA1.9%——
AMZN1.8%——
IQV1.6%——
CPNG1.5%——
WST1.5%——
ASND1.2%——
SPOT1.1%——
AON1.1%——
AVGO1.0%——
BKR1.0%——
EW1.0%——
SU1.0%——
WWD1.0%——
INSM1.0%——
TSM1.0%——
HSIC0.9%——
LSCC0.9%——
SE0.9%——
GEV0.9%——
CBRE0.8%——
TWST0.8%——
SHOP0.8%——
NVDA0.8%——
DASH0.8%——
FIX0.7%——
RTX0.7%——
LLY0.7%——
SGI0.6%——
LRCX0.6%——
CNH0.6%——
CARR0.6%——
GE0.6%——
VCYT0.6%——
MOD0.5%——
LIN0.5%——
LHX0.5%——
AMD0.5%——
HOOD0.5%——
WMB0.5%——
JPM0.5%——
APG0.5%——
FITB0.5%——
LYV0.5%——
USFD0.5%——
MELI0.4%——
MTSI0.4%——
TDY0.4%——
COF0.4%——
GH0.4%——
VIK0.4%——
MU0.4%——
WAT0.4%——
STM0.4%——
IONS0.4%——
ENTG0.3%——
BWXT0.3%——
TYL0.3%——
FWONK0.3%——
IRTC0.3%——
AAPL0.3%——
LIVN0.3%——
GLW0.3%——
MPWR0.3%——
V0.3%——
AKAM0.3%——
COMP0.3%——
BE0.3%——
NU0.3%——
COHR0.3%——
MMYT0.3%——
CRWD0.3%——
ETN0.3%——
WCC0.3%——
HTHT0.2%——
CGNX0.2%——
CFG0.2%——
FTAI0.2%——
ALAB0.2%——
MDB0.2%——
IR0.2%——
SMTC0.2%——
NOW0.2%——
GS0.2%——
NET0.2%——
CSX0.2%——
LITE0.2%——
GWRE0.2%——
ADI0.2%——
KTOS0.2%——
GRAB0.2%——
SNOW0.2%——
MDGL0.2%——
CHRW0.2%——
AMAT0.2%——
KO0.2%——
VSEC0.2%——
TXRH0.2%——
SPCX0.2%——
ARM0.2%——
NICE0.2%——
RDDT0.2%——
RKLB0.2%——
SPXC0.2%——
HWM0.2%——
HLT0.2%——
EQIX0.2%——
BRKR0.1%——
AZO0.1%——
MSCI0.1%——
ROK0.1%——
TWLO0.1%——
UNH0.1%——
AJG0.1%——
CRH0.1%——
MDLN0.1%——
ONTO0.1%——
WAY0.1%——
AIT0.1%——
RDWR0.1%——
AGYS0.1%——
HDB0.1%——
AME0.1%——
HXL0.1%——
AZN0.1%——
COIN0.1%——
CAT0.1%——
FLS0.1%——
BZ0.1%——
SEDG0.1%——
BABA0.1%——
ARMK0.1%——
LOAR0.1%——
SNA0.1%——
MUSA0.1%——
NOVT0.1%——
AU0.1%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest16 Aug 2013 to 2 Nov 2026+12.7%+14.1%0.640.78−34.6%1.09−1.9% (−1.22)
2018 onwards5 Jan 2018 to 2 Nov 2026+12.2%+13.9%0.530.66−34.6%1.08−2.0% (−0.99)
Last three years3 Nov 2023 to 2 Nov 2026+18.6%+21.8%0.921.16−18.4%0.99−2.4% (−0.72)
Last year7 Nov 2025 to 2 Nov 2026+11.9%+14.2%0.630.84−11.0%0.90−1.0% (−0.14)
DateCompanyAction
14 Aug 2026WFRDBought
14 Aug 2026WBIBought
14 Aug 2026VIRTBought
14 Aug 2026USARBought
14 Aug 2026UNHBought
14 Aug 2026TWLOBought
14 Aug 2026STMBought
14 Aug 2026SPCXBought
14 Aug 2026SIONBought
14 Aug 2026ROKBought
14 Aug 2026REPLBought
14 Aug 2026NPBought
14 Aug 2026NOWBought
14 Aug 2026MXLBought
14 Aug 2026MUSABought
14 Aug 2026MSCIBought
14 Aug 2026MLMBought
14 Aug 2026LITEBought
14 Aug 2026INTCBought
14 Aug 2026ILMNBought
14 Aug 2026HLTBought
14 Aug 2026GLWBought
14 Aug 2026FROGBought
14 Aug 2026EQIXBought
14 Aug 2026ENTGBought

Dated at the rebalance that made the change.

DateCompanyAction
14 Aug 2026ZSSold
14 Aug 2026XYLSold
14 Aug 2026VGSold
14 Aug 2026VEEVSold
14 Aug 2026TMUSSold
14 Aug 2026STSold
14 Aug 2026SPGISold
14 Aug 2026SAILSold
14 Aug 2026RXSTSold
14 Aug 2026RKTSold
14 Aug 2026RGENSold
14 Aug 2026RBLXSold
14 Aug 2026PVLASold
14 Aug 2026PSNSold
14 Aug 2026PPLSold
14 Aug 2026PCORSold
14 Aug 2026PCGSold
14 Aug 2026ORCLSold
14 Aug 2026OCULSold
14 Aug 2026NTRASold
14 Aug 2026MMLPSold
14 Aug 2026MGMSold
14 Aug 2026MDTSold
14 Aug 2026MCSold
14 Aug 2026LMTSold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest