Artisan Partners
Artisan Partners US Focus Fund
US Mega-cap
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 15 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.
Also held
Its investment theses
- Bank of New York Mellon CorporationJun 2026Bank of New York Mellon Corporation is held within the Evolving Financials theme, where deregulation, excess capital, and improving capital markets activity could drive higher returns on capital and earnings growth.
- Goldman Sachs Group Inc.Jun 2026Goldman Sachs Group Inc. is part of the Evolving Financials theme, supported by improving capital markets activity, deregulation, and potential operating leverage.