The Artisan Partners Limited Q3 2022 vs. Q4 2022 13F Holdings Comparison: What's Changed?

Investors and fund managers alike closely track the filings made on the SEC's Form 13F, which details public companies' holdings. With the release of the Artisan Partners Limited Partnership Q3 2022 vs. Q4 2022 13F Holdings Comparison, many are closely analyzing the changes in the company's top holdings and the reasons behind them.

Arch Capital Group Ltd, Veeva Systems Inc, Willis Towers Watson PLC, and Elevance Health Inc experienced some of the most significant changes in holdings. Arch Capital saw a 21.8% decrease, while Veeva Systems had a modest 3.6% increase in share holdings. Willis Towers Watson increased by 17.4%, and Elevance Health increased 4%.

On the other hand, Alphabet Inc had a significant decline of 27.1% in share holdings and lost its top spot in Artisan Partners' portfolio. Schlumberger Ltd, Boston Scientific Corp, and Zscaler Inc saw significant gains of 36.1%, 15.8%, and 74.3% in share holdings, respectively.

The banking sector had a mixed performance, with Bank New York Mellon Corp seeing an increase of 15%, while Citigroup Inc only experienced a modest 3.4% gain in share holdings. Berkshire Hathaway Inc Del also had a solid quarter, with a gain of 8.7%. Other notable gainers included CoStar Group Inc, with an increase of 456%, and Dexcom Inc, with a gain of 105.7%.

Meanwhile, several companies experienced significant decreases in their share holdings, including Airbnb Inc with a loss of 23.1%, Agilent Technologies Inc with a gain of 52.9%, and Liberty Global PLC with a gain of 22.6%.

In conclusion, the Artisan Partners Limited Partnership Q3 2022 vs. Q4 2022 13F Holdings Comparison shows some surprising changes in the company's top holdings. Some companies saw significant gains, while others experienced significant losses. This data may provide valuable insights for investors and fund managers who closely follow Artisan Partners' movements and investment strategies.