Artisan Partners
Artisan Partners Developing World Strategy
Global Mega-cap
Mar 2025 → Jun 2026
Our archive holds 7 letters from this strategy, behind 2 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
7 letters in 2 years — follow all of Artisan Partners for every strategy.
What it bought and sold
NVIDIA was harvested in part to seed an investment in ARM Holdings in 2024, which we believed could play a critical role in custom chip development and AI chip proliferation.
Micron now represents 6.5% of our portfolio in large part due to appreciation, and despite recent trims.