Artisan Partners
Artisan Partners Value Equity Strategy
US Mega-cap Value
Jun 2025 → Jun 2026
Our archive holds 3 letters from this strategy, behind 3 investment theses and positions in 21 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of Artisan Partners for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD · Composite: Net
- YTD+4.9%index +16.2%
- 1Y+10.6%index +27.1%
- 3Y · /yr+13.1%index +17.8%
- 5Y · /yr+9.6%index +11.2%
- 10Y · /yr+11.8%index +11.5%
- Inception · /yr+9.1%index +8.9%
Index: Russell 1000® Value Index
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Artisan Partners Value Equity Strategy | +4.9% | +10.6% | +13.1% | +9.6% | +11.8% | +9.1% |
| Russell 1000® Value Index | +16.2% | +27.1% | +17.8% | +11.2% | +11.5% | +8.9% |
Calendar years
- 2025+13.9%
- 2024+12.7%
- 2023+24.7%
- 2022−8.8%
- 2021+23.6%
Since inception: Inception: 1 Jul 2005
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 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
Its investment theses
- Airbnb IncDec 2025Airbnb is a category-leading, asset-light marketplace with a strong brand and moat, robust unit economics and net cash, where conservative expectations offer downside protection and upside optionality.
- ASMLJun 2025ASML is a near-monopolistic Dutch manufacturer of advanced semiconductor equipment, essential for producing cutting-edge chips in a growing market, with a strong financial position and a significant backlog of orders.
- Thermo Fisher ScientificJun 2025Thermo Fisher Scientific (TMO) is a leading life science tools company with strong growth potential in fast-growing markets, solid financials, and a largely recurring revenue model, making it an attractive investment despite current market challenges.