Artisan Partners
Artisan Partners Emerging Markets Fund
Emerging markets Large-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Artisan Partners for every strategy.
What it bought and sold
We continue to view copper favorably but prefer to express that exposure through Antofagasta, a Chilean copper miner we added to the portfolio in Q1.
During the quarter, we initiated positions in Xiaomi, Gamuda and the National Investment Fund of the Republic of Uzbekistan, or UzNIF.
We exited our position in Buenaventura, a Peruvian mining company.
During the quarter, we initiated positions in Xiaomi, Gamuda and the National Investment Fund of the Republic of Uzbekistan, or UzNIF.
During the quarter, we initiated positions in Xiaomi, Gamuda and the National Investment Fund of the Republic of Uzbekistan, or UzNIF.
Also held
Its investment theses
- GPS Participacoes e EmpreendimentosJun 2026GPS Participacoes e Empreendimentos is a Brazilian outsourcing consolidator with scale, multi-service capabilities and disciplined M&A that should drive share gains.
- E Ink HoldingsJun 2026E Ink leads the e-paper market, and expanding commercial applications and sustainability benefits support its growth outlook.
- SK HynixJun 2026SK Hynix stands out for its leadership in HBM for AI accelerators, reinforced by NVIDIA collaboration and investment in capacity.
- GamudaJun 2026Gamuda has expertise in complex infrastructure and a strong project pipeline that supports continued growth at home and abroad.
- XiaomiJun 2026Xiaomi is leveraging its strong consumer-tech brand and ecosystem to expand from smartphones into new categories including EVs.