Artisan Partners
Artisan Partners Select Equity Strategy
Global Large-cap
Jun 2025 → Jun 2026
Our archive holds 4 letters from this strategy, behind 1 investment thesis and positions in 29 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in 2 years — follow all of Artisan Partners for every strategy.
What it bought and sold
We added meaningfully to Marsh during the quarter.
We continue to have significant exposure to Samsung in the portfolio, but we have also meaningfully trimmed our position.
We added a new holding to the portfolio this quarter, Diageo.
We exited our position in Lam Research.