Artisan Partners
Artisan Partners US Focus Fund
US Mega-cap
Jun 2026 → Sep 2026
Our archive holds 2 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.
2 letters in a year · follow all of Artisan Partners for every strategy.
Performance
as of Sep 30, 2026 · net of fees · USD · Class I USD
- YTD+10.5%index +12.8%
- 1Y+10.7%index +15.7%
- 3Y · /yr+24.9%index +22.9%
- 5Y · /yr+11.3%index +13.8%
- Inception · /yr+15.5%index +16.1%
Index: S&P 500® Index (USD)
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Artisan Partners US Focus Fund | +10.5% | +10.7% | +24.9% | +11.3% | +15.5% |
| S&P 500® Index (USD) | +12.8% | +15.7% | +22.9% | +13.8% | +16.1% |
Calendar years
- 2025+22.2%
- 2024+30.7%
- 2023+15.4%
- 2022−25.2%
- 2021+25.0%
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 →Also held
- The Williams Cos Inc
- NVIDIA Corp
- Taiwan Semiconductor Manufacturing Co Ltd
- Motorola Solutions Inc
- Analog Devices Inc
- Micron Technology Inc
- Bank of New York Mellon Corp
- Rolls-Royce Holdings PLC
- Seagate Technology Holdings PLC
- Apple Inc
- GE Aerospace
- Caterpillar Inc
- Astera Labs Inc
- Goldman Sachs Group Inc
- Citizens Financial Group Inc
- Applied Materials Inc
Its investment theses
- GE AerospaceSep 2026GE Aerospace is held for its rising ROIC driven by scarce narrowbody capacity and growing aftermarket demand on a durable physical asset base.
- 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.