Artisan Partners
Artisan Partners Select Equity Strategy
Global Large-cap
Jun 2025 → Sep 2026
Our archive holds 5 letters from this strategy, behind 2 investment theses and positions in 33 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years · follow all of Artisan Partners for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Composite: Net
- YTD+12.3%index +12.8%
- 1Y+21.8%index +15.7%
- 3Y · /yr+24.1%index +22.9%
- 5Y · /yr+13.1%index +13.8%
- Inception · /yr+15.1%index +17.3%
Index: S&P 500 Index
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Artisan Partners Select Equity Strategy | +12.3% | +21.8% | +24.1% | +13.1% | +15.1% |
| S&P 500 Index | +12.8% | +15.7% | +22.9% | +13.8% | +17.3% |
Calendar years
- 2025+29.6%
- 2024+16.1%
- 2023+26.9%
- 2022−16.6%
- 2021+16.0%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
We view this as a fair price and trimmed our position during the quarter.
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.
Also held
Its investment theses
- Universal Music GroupSep 2026Universal Music Group offers pricing power through wholesale music price increases and potential premium-tier streaming monetization.
- PayPal Holdings IncDec 2025PayPal Holdings Inc is a large two-sided payments network with challenged branded checkout trends but solid cash generation and a low multiple that could re-rate if execution improves.