# EDGAR Filing Document

**Accession Number:** 0001466153
**File Stem:** 0001193125-25-275718
**Filing Date:** 2025-11
**Character Count:** 42474
**Document Hash:** 0ccef1a39dd326ef72a2d35af3e8dba1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-25-275718.hdr.sgml**: 20251112

**ACCESSION NUMBER**: 0001193125-25-275718

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251112

**DATE AS OF CHANGE**: 20251112

**EFFECTIVENESS DATE**: 20251112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Artisan Partners Limited Partnership
- **CENTRAL INDEX KEY:** 0001466153

**ORGANIZATION NAME:**
- **EIN:** 300551775
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-13578
- **FILM NUMBER:** 251468377

**BUSINESS ADDRESS:**
- **STREET 1:** 875 E WISCONSIN AVE
- **STREET 2:** STE 800
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202
- **BUSINESS PHONE:** (414) 390-6100

**MAIL ADDRESS:**
- **STREET 1:** 875 E WISCONSIN AVE
- **STREET 2:** STE 800
- **CITY:** MILWAUKEE
- **STATE:** WI
- **ZIP:** 53202

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Artisan Partners Limited Partnership<br>**Address:** 875 E Wisconsin Ave<br>Ste 800<br>Milwaukee, WI 53202

**Form 13F File Number:** 028-13578

**CRD Number (if applicable):** 000150114

**SEC File Number (if applicable):** 801-70101

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gregory K. Ramirez<br>**Title:** Vice President<br>**Phone:** 414-390-6100

**Signature, Place, and Date of Signing:**

/s/ Gregory K. Ramirez  Milwaukee, WI  11-11-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 333

**Form 13F Information Table Value Total:** $70493291841

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG000D9D830 | 127614760 | 517497 | SH |  | SOLE |  | 517497 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQCY0 | 377497165 | 2333254 | SH |  | SOLE |  | 1986453 | 0 | 346801 |
| AERCAP HOLDINGS NV | SHS | N00985106 | BBG000Q9FZL4 | 18210621 | 150501 | SH |  | SOLE |  | 150501 | 0 | 0 |
| AGILYSYS INC | COM | 00847J105 | BBG000BR74W6 | 67801945 | 644199 | SH |  | SOLE |  | 579348 | 0 | 64851 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | BBG000QY4ZD0 | 16174132 | 402943 | SH |  | SOLE |  | 362464 | 0 | 40479 |
| AIRBNB INC | COM CL A | 009066101 | BBG001Y2XS07 | 107825453 | 888037 | SH |  | SOLE |  | 888037 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JVL2 | 290207654 | 1623721 | SH |  | SOLE |  | 1424283 | 0 | 199438 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | BBG000BRNLL2 | 34038803 | 271832 | SH |  | SOLE |  | 181453 | 0 | 90379 |
| ALKERMES PLC | SHS | G01767105 | BBG000C9F2F9 | 63293160 | 2109772 | SH |  | SOLE |  | 1885341 | 0 | 224431 |
| ALLIANT ENERGY CORP | COM | 018802108 | BBG000DW4Q75 | 62840209 | 932209 | SH |  | SOLE |  | 627680 | 0 | 304529 |
| ALLIED GOLD CORP | COM NEW | 01921D204 | BBG01J3PPY06 | 1056708 | 60483 | SH |  | SOLE |  | 60483 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB30 | 136359505 | 559883 | SH |  | SOLE |  | 559883 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 1830437252 | 7529565 | SH |  | SOLE |  | 6957092 | 0 | 572473 |
| AMAZON COM INC | COM | 023135106 | BBG000BVPV84 | 1466542502 | 6679157 | SH |  | SOLE |  | 5458933 | 0 | 1220224 |
| AMER SPORTS INC | COM SHS | G0260P102 | BBG01KWR26Q5 | 12881721 | 370697 | SH |  | SOLE |  | 174843 | 0 | 195854 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG000BCQZS4 | 1524251349 | 4588907 | SH |  | SOLE |  | 4236897 | 0 | 352010 |
| AMRIZE LTD | SHS | H2927K103 | BBG01T2JZXN5 | 49831963 | 1026828 | SH |  | SOLE |  | 686892 | 0 | 339936 |
| ANALOG DEVICES INC | COM | 032654105 | BBG000BB6G37 | 60714436 | 247108 | SH |  | SOLE |  | 166479 | 0 | 80629 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | BBG01HGVLP51 | 62201540 | 884424 | SH |  | SOLE |  | 871770 | 0 | 12654 |
| AON PLC | SHS CL A | G0403H108 | BBG00SSQFPK6 | 451704847 | 1266770 | SH |  | SOLE |  | 1156681 | 0 | 110089 |
| API GROUP CORP | COM STK | 00187Y100 | BBG00HXKRGY9 | 250659929 | 7292986 | SH |  | SOLE |  | 6405484 | 0 | 887502 |
| APPLE INC | COM | 037833100 | BBG000B9XRY4 | 232149990 | 911715 | SH |  | SOLE |  | 775992 | 0 | 135723 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG000BBHHP9 | 80987630 | 310238 | SH |  | SOLE |  | 231023 | 0 | 79215 |
| ARAMARK | COM | 03852U106 | BBG001KY4N87 | 43449638 | 1131501 | SH |  | SOLE |  | 1131501 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | BBG000HXNN20 | 2144685357 | 23638106 | SH |  | SOLE |  | 23151638 | 0 | 486468 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | BBG0068KVV91 | 93320278 | 583653 | SH |  | SOLE |  | 553561 | 0 | 30092 |
| ARGENX SE | SPONSORED ADR | 04016X101 | BBG00GHB88X9 | 1612682316 | 2186510 | SH |  | SOLE |  | 1861690 | 0 | 324820 |
| ARIS MNG CORP | COM | 04040Y109 | BBG000K0VQL1 | 7629692 | 778540 | SH |  | SOLE |  | 778540 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG000N2HDY5 | 19198021 | 131755 | SH |  | SOLE |  | 131755 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | BBG01J1GXZF0 | 121769831 | 860625 | SH |  | SOLE |  | 860625 | 0 | 0 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | BBG000BKDWB5 | 53296945 | 218028 | SH |  | SOLE |  | 145242 | 0 | 72786 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | BBG007R7VNC1 | 739748153 | 3720880 | SH |  | SOLE |  | 3080727 | 0 | 640153 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG000K6MRN4 | 53629282 | 55397 | SH |  | SOLE |  | 44552 | 0 | 10845 |
| AURA MINERALS INC | SHS NEW | G06973112 | BBG000QCHWC2 | 1818899 | 48882 | SH |  | SOLE |  | 48882 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 | BBG000C7LMS8 | 221891213 | 51720 | SH |  | SOLE |  | 49070 | 0 | 2650 |
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | BBG00FQ7LXW1 | 39356432 | 903292 | SH |  | SOLE |  | 810601 | 0 | 92691 |
| AXALTA COATING SYS LTD | COM | G0750C108 | BBG0060CPLJ5 | 36460592 | 1273955 | SH |  | SOLE |  | 1273955 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 | BBG000BHJWG1 | 68931475 | 96053 | SH |  | SOLE |  | 96053 | 0 | 0 |
| B2GOLD CORP | COM | 11777Q209 | BBG000TPV2Y6 | 545652 | 110400 | SH |  | SOLE |  | 110400 | 0 | 0 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | BBG00GBVBK51 | 843652962 | 17316358 | SH |  | SOLE |  | 15996326 | 0 | 1320032 |
| BANK AMERICA CORP | COM | 060505104 | BBG000BCTLF6 | 156727479 | 3037943 | SH |  | SOLE |  | 3037943 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | BBG000BD8PN9 | 1671047062 | 15336335 | SH |  | SOLE |  | 14157922 | 0 | 1178413 |
| BAXTER INTL INC | COM | 071813109 | BBG000BCVJ77 | 114168666 | 5013995 | SH |  | SOLE |  | 4445635 | 0 | 568360 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | BBG00B6WF7T5 | 85121851 | 249844 | SH |  | SOLE |  | 223190 | 0 | 26654 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG000DWG505 | 1330276182 | 2646052 | SH |  | SOLE |  | 2486726 | 0 | 159326 |
| BIO RAD LABS INC | CL A | 090572207 | BBG000DY28W5 | 24217565 | 86371 | SH |  | SOLE |  | 57671 | 0 | 28700 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | BBG01J9M42H2 | 40156298 | 887432 | SH |  | SOLE |  | 759169 | 0 | 128263 |
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG000BLBVN4 | 133340372 | 24696 | SH |  | SOLE |  | 24696 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG000C0LW92 | 464344096 | 4756162 | SH |  | SOLE |  | 4049052 | 0 | 707110 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | BBG00P9KDZK6 | 17207826 | 331302 | SH |  | SOLE |  | 298020 | 0 | 33282 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | BBG003LFWP05 | 48200954 | 443962 | SH |  | SOLE |  | 331400 | 0 | 112562 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5S69 | 104302036 | 316153 | SH |  | SOLE |  | 316153 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5S69 | 134207388 | 406800 | SH | Put | SOLE |  | 406800 | 0 | 0 |
| BRUKER CORP | COM | 116794108 | BBG000CL1FG7 | 13684820 | 421201 | SH |  | SOLE |  | 320544 | 0 | 100657 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG000BKD3K9 | 237771 | 1961 | SH |  | SOLE |  | 1961 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | BBG000D86F25 | 219796327 | 1192148 | SH |  | SOLE |  | 1067566 | 0 | 124582 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG000C13CD9 | 155685106 | 443219 | SH |  | SOLE |  | 443219 | 0 | 0 |
| CAE INC | COM | 124765108 | BBG000BXWF96 | 85827974 | 2899134 | SH |  | SOLE |  | 2582122 | 0 | 317012 |
| CALIX INC | COM | 13100M509 | BBG000PXJB68 | 43584790 | 710197 | SH |  | SOLE |  | 638385 | 0 | 71812 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG000BGKTF9 | 75419345 | 354781 | SH |  | SOLE |  | 354781 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | BBG00RP5HYS8 | 307612608 | 5152640 | SH |  | SOLE |  | 4386543 | 0 | 766097 |
| CAVA GROUP INC | COM | 148929102 | BBG00GBR8753 | 18922828 | 313240 | SH |  | SOLE |  | 237037 | 0 | 76203 |
| CBRE GROUP INC | CL A | 12504L109 | BBG000C04224 | 633704902 | 4021991 | SH |  | SOLE |  | 3544916 | 0 | 477075 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | BBG00WNSJM49 | 265230845 | 29114253 | SH |  | SOLE |  | 24394938 | 0 | 4719315 |
| CDW CORP | COM | 12514G108 | BBG001P63B80 | 43036182 | 270192 | SH |  | SOLE |  | 181765 | 0 | 88427 |
| CELCUITY INC | COM | 15102K100 | BBG00HKBW045 | 28943065 | 585892 | SH |  | SOLE |  | 525520 | 0 | 60372 |
| CENCORA INC | COM | 03073E105 | BBG000MDCQC2 | 399909325 | 1279587 | SH |  | SOLE |  | 1130496 | 0 | 149091 |
| CENTERRA GOLD INC | COM | 152006102 | BBG000QWM2M7 | 589077 | 54900 | SH |  | SOLE |  | 54900 | 0 | 0 |
| CENTRUS ENERGY CORP | CL A | 15643U104 | BBG000BQ2JM1 | 25775189 | 83127 | SH |  | SOLE |  | 62988 | 0 | 20139 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | BBG000K82ZT8 | 26802087 | 129535 | SH |  | SOLE |  | 129535 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 | BBG000BP1152 | 63263316 | 434292 | SH |  | SOLE |  | 390506 | 0 | 43786 |
| CITIGROUP INC | COM NEW | 172967424 | BBG000FY4S11 | 1201724577 | 11839651 | SH |  | SOLE |  | 10945101 | 0 | 894550 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 | BBG012C765L4 | 8717932 | 483792 | SH |  | SOLE |  | 227224 | 0 | 256568 |
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHH5 | 153444296 | 715058 | SH |  | SOLE |  | 678682 | 0 | 36376 |
| CME GROUP INC | COM | 12572Q105 | BBG000BHLYP4 | 90938389 | 336572 | SH |  | SOLE |  | 336572 | 0 | 0 |
| CNH INDL N V | SHS | N20944109 | BBG0059JSF49 | 353874464 | 32615158 | SH |  | SOLE |  | 32079806 | 0 | 535352 |
| COCA COLA CO | COM | 191216100 | BBG000BMX289 | 167904798 | 2531737 | SH |  | SOLE |  | 2531737 | 0 | 0 |
| COGNEX CORP | COM | 192422103 | BBG000BPBVW5 | 29384796 | 648671 | SH |  | SOLE |  | 493916 | 0 | 154755 |
| COHERENT CORP | COM | 19247G107 | BBG000BLW102 | 115220974 | 1069634 | SH |  | SOLE |  | 939023 | 0 | 130611 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | BBG00ZGF7771 | 224663043 | 665688 | SH |  | SOLE |  | 590636 | 0 | 75052 |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | BBG000BH2VW3 | 81103304 | 519019 | SH |  | SOLE |  | 375763 | 0 | 143256 |
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFT2L4 | 131326080 | 4179697 | SH |  | SOLE |  | 4179697 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 | BBG000BWN2Y9 | 193276135 | 234223 | SH |  | SOLE |  | 222316 | 0 | 11907 |
| COMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 204448104 | BBG000GPXR82 | 30238419 | 1242845 | SH |  | SOLE |  | 1224963 | 0 | 17882 |
| COMPASS INC | CL A | 20464U100 | BBG00J5SXTH3 | 45462439 | 5661574 | SH |  | SOLE |  | 3805752 | 0 | 1855822 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG000J1QLT0 | 25928554 | 192534 | SH |  | SOLE |  | 192534 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRNP7 | 62013242 | 188450 | SH |  | SOLE |  | 188450 | 0 | 0 |
| COPA HOLDINGS SA | CL A | P31076105 | BBG000C29813 | 29341886 | 246944 | SH |  | SOLE |  | 243392 | 0 | 3552 |
| COREBRIDGE FINL INC | COM | 21871X109 | BBG016HJ8729 | 49123676 | 1532720 | SH |  | SOLE |  | 1035711 | 0 | 497009 |
| CORNING INC | COM | 219350105 | BBG000BKFZM4 | 6176613 | 75297 | SH |  | SOLE |  | 75297 | 0 | 0 |
| CREDICORP LTD | COM | G2519Y108 | BBG000FKX7Z8 | 27941826 | 104934 | SH |  | SOLE |  | 103436 | 0 | 1498 |
| CRH PLC | ORD | G25508105 | BBG000D3JXM1 | 295797976 | 2467039 | SH |  | SOLE |  | 1962890 | 0 | 504149 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKS03 | 218833546 | 446253 | SH |  | SOLE |  | 446253 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG000BH3JF8 | 495245153 | 2497958 | SH |  | SOLE |  | 2126841 | 0 | 371117 |
| DBV TECHNOLOGIES S A | SPONSORED ADS | 23306J309 | BBG0076D3T39 | 519200 | 51920 | SH |  | SOLE |  | 46385 | 0 | 5535 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | BBG002PHSYX9 | 104076916 | 727302 | SH |  | SOLE |  | 727302 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG000BH4R78 | 109071326 | 952588 | SH |  | SOLE |  | 952588 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 | BBG005D7QCJ3 | 372756583 | 1370479 | SH |  | SOLE |  | 1223084 | 0 | 147395 |
| DUOLINGO INC | CL A COM | 26603R106 | BBG003D4V951 | 82475362 | 256262 | SH |  | SOLE |  | 219910 | 0 | 36352 |
| EATON CORP PLC | SHS | G29183103 | BBG000BJ3PD2 | 413536520 | 1104974 | SH |  | SOLE |  | 918365 | 0 | 186609 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | BBG00K4Y2H24 | 11648799 | 718175 | SH |  | SOLE |  | 612811 | 0 | 105364 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | BBG000BCG930 | 1478857232 | 4576805 | SH |  | SOLE |  | 4220142 | 0 | 356663 |
| ELI LILLY  CO | COM | 532457108 | BBG000BNBDC2 | 29351084 | 38468 | SH |  | SOLE |  | 38468 | 0 | 0 |
| EOG RES INC | COM | 26875P101 | BBG000BZ9223 | 140151794 | 1250016 | SH |  | SOLE |  | 1250016 | 0 | 0 |
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | BBG0018F35B8 | 20067481 | 2123543 | SH |  | SOLE |  | 1907172 | 0 | 216371 |
| EVERCORE INC | CLASS A | 29977A105 | BBG000BP30Y0 | 54154702 | 160544 | SH |  | SOLE |  | 160544 | 0 | 0 |
| EVEREST GROUP LTD | COM | G3223R108 | BBG000C1XVK6 | 25617223 | 73144 | SH |  | SOLE |  | 73144 | 0 | 0 |
| EVERGY INC | COM | 30034W106 | BBG00H433CR2 | 327494 | 4308 | SH |  | SOLE |  | 4308 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG000QY3XZ2 | 63216563 | 295750 | SH |  | SOLE |  | 196743 | 0 | 99007 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | BBG000BJ5GK2 | 21074815 | 171913 | SH |  | SOLE |  | 115833 | 0 | 56080 |
| FABRINET | SHS | G3323L100 | BBG000HBFQP5 | 53425946 | 146525 | SH |  | SOLE |  | 131710 | 0 | 14815 |
| FAIR ISAAC CORP | COM | 303250104 | BBG000DW76Y6 | 85365064 | 57042 | SH |  | SOLE |  | 54147 | 0 | 2895 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | BBG01NMRD768 | 150683972 | 670959 | SH |  | SOLE |  | 582889 | 0 | 88070 |
| FERRARI N V | COM | N3167Y103 | BBG009PH3Q86 | 56415559 | 116268 | SH |  | SOLE |  | 116268 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 | BBG000BJL3N0 | 35534996 | 797643 | SH |  | SOLE |  | 536741 | 0 | 260902 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | BBG000BJCDS3 | 67347561 | 37642 | SH |  | SOLE |  | 25283 | 0 | 12359 |
| FISERV INC | COM | 337738108 | BBG000BJKPG0 | 81158599 | 629478 | SH |  | SOLE |  | 629478 | 0 | 0 |
| FIVE9 INC | COM | 338307101 | BBG001KHJM17 | 26730884 | 1104582 | SH |  | SOLE |  | 988056 | 0 | 116526 |
| FLEX LTD | ORD | Y2573F102 | BBG000BP5YT0 | 114642342 | 1977615 | SH |  | SOLE |  | 1658921 | 0 | 318694 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 | BBG007GJ2F81 | 68937727 | 935383 | SH |  | SOLE |  | 810137 | 0 | 125246 |
| FLOWSERVE CORP | COM | 34354P105 | BBG000FFH4P5 | 35625853 | 670415 | SH |  | SOLE |  | 498937 | 0 | 171478 |
| FTAI AVIATION LTD | SHS | G3730V105 | BBG019M62R45 | 190807747 | 1143520 | SH |  | SOLE |  | 1001063 | 0 | 142457 |
| GARMIN LTD | SHS | H2906T109 | BBG000C4LN67 | 1435438224 | 5829901 | SH |  | SOLE |  | 5734260 | 0 | 95641 |
| GARTNER INC | COM | 366651107 | BBG000BB65D0 | 44678962 | 169966 | SH |  | SOLE |  | 112776 | 0 | 57190 |
| GE AEROSPACE | COM NEW | 369604301 | BBG000BK6MB5 | 250620362 | 833124 | SH |  | SOLE |  | 833124 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 | BBG000BK6MB5 | 74362704 | 247200 | SH | Put | SOLE |  | 247200 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W31 | 654917692 | 1065080 | SH |  | SOLE |  | 855958 | 0 | 209122 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W31 | 130789230 | 212700 | SH | Put | SOLE |  | 212700 | 0 | 0 |
| GENPACT LIMITED | SHS | G3922B107 | BBG000RQBFV2 | 67482528 | 1610946 | SH |  | SOLE |  | 1082036 | 0 | 528910 |
| GENUINE PARTS CO | COM | 372460105 | BBG000BKL348 | 60946439 | 439729 | SH |  | SOLE |  | 296022 | 0 | 143707 |
| GLAUKOS CORP | COM | 377322102 | BBG000WG2LQ1 | 23948381 | 293665 | SH |  | SOLE |  | 263948 | 0 | 29717 |
| GLOBANT S A | COM | L44385109 | BBG00564Y443 | 11595236 | 202078 | SH |  | SOLE |  | 199114 | 0 | 2964 |
| GLOBE LIFE INC | COM | 37959E102 | BBG000BVD6X4 | 55486371 | 388098 | SH |  | SOLE |  | 259938 | 0 | 128160 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CFJ5 | 156190515 | 196133 | SH |  | SOLE |  | 196133 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CFJ5 | 91341345 | 114700 | SH | Call | SOLE |  | 114700 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | BBG011768M53 | 160358978 | 26637704 | SH |  | SOLE |  | 26637704 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | BBG001C7PM75 | 305206959 | 1327795 | SH |  | SOLE |  | 1113741 | 0 | 214054 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | BBG000CZ8W54 | 4590424 | 62591 | SH |  | SOLE |  | 62591 | 0 | 0 |
| HAMILTON LANE INC | CL A | 407497106 | BBG00FX58Q66 | 42878182 | 318111 | SH |  | SOLE |  | 237916 | 0 | 80195 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | BBG000NWKS18 | 149069321 | 4363856 | SH |  | SOLE |  | 4363856 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 | BBG000TYXCT9 | 56619863 | 597445 | SH |  | SOLE |  | 447670 | 0 | 149775 |
| HEARTFLOW INC | COM | 42238D107 | BBG0026ZJ2M2 | 16817277 | 499622 | SH |  | SOLE |  | 380333 | 0 | 119289 |
| HENRY SCHEIN INC | COM | 806407102 | BBG000BNMMJ3 | 453508931 | 6833041 | SH |  | SOLE |  | 6245045 | 0 | 587996 |
| HEXCEL CORP NEW | COM | 428291108 | BBG000BLMDQ9 | 14137471 | 225478 | SH |  | SOLE |  | 171606 | 0 | 53872 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJGH9 | 87825876 | 447566 | SH |  | SOLE |  | 447566 | 0 | 0 |
| HUBBELL INC | COM | 443510607 | BBG000BLK267 | 94113530 | 218711 | SH |  | SOLE |  | 190960 | 0 | 27751 |
| HUBSPOT INC | COM | 443573100 | BBG000N7MZ06 | 111640002 | 238649 | SH |  | SOLE |  | 161655 | 0 | 76994 |
| HUMANA INC | COM | 444859102 | BBG000BLKK03 | 182805068 | 702637 | SH |  | SOLE |  | 628511 | 0 | 74126 |
| HUT 8 CORP | COM | 44812J104 | BBG00K8H39V2 | 41232445 | 1184500 | SH | Call | SOLE |  | 1184500 | 0 | 0 |
| IAC INC | COM NEW | 44891N208 | BBG00S1LR2C3 | 11567412 | 339519 | SH |  | SOLE |  | 229247 | 0 | 110272 |
| ICICI BANK LIMITED | ADR | 45104G104 | BBG000DRM643 | 3534854 | 116932 | SH |  | SOLE |  | 116932 | 0 | 0 |
| ICON PLC | SHS | G4705A100 | BBG000CTSZQ6 | 1237488000 | 7071360 | SH |  | SOLE |  | 6844594 | 0 | 226766 |
| IDACORP INC | COM | 451107106 | BBG000BLR3Y7 | 249103 | 1885 | SH |  | SOLE |  | 1885 | 0 | 0 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | BBG000BSGQL7 | 1226530 | 75386 | SH |  | SOLE |  | 75386 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW27 | 151485009 | 1833515 | SH |  | SOLE |  | 1578107 | 0 | 255408 |
| INSMED INC | COM PAR $.01 | 457669307 | BBG000BWM5P3 | 711075729 | 4937683 | SH |  | SOLE |  | 4112268 | 0 | 825415 |
| INSPIRE MED SYS INC | COM | 457730109 | BBG00209SZJ7 | 39047156 | 526242 | SH |  | SOLE |  | 470699 | 0 | 55543 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | BBG005TJKDZ6 | 60312070 | 244515 | SH |  | SOLE |  | 183425 | 0 | 61090 |
| INSULET CORP | COM | 45784P101 | BBG000R7XX87 | 206492826 | 668846 | SH |  | SOLE |  | 627773 | 0 | 41073 |
| INTAPP INC | COM | 45827U109 | BBG002ZHMJ49 | 28801453 | 704192 | SH |  | SOLE |  | 517246 | 0 | 186946 |
| INTEGER HLDGS CORP | COM | 45826H109 | BBG000BW6JV4 | 22044732 | 213343 | SH |  | SOLE |  | 158874 | 0 | 54469 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG000BJPDZ1 | 46162186 | 103218 | SH |  | SOLE |  | 103218 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | BBG000JH6683 | 58228510 | 890072 | SH |  | SOLE |  | 773446 | 0 | 116626 |
| IQVIA HLDGS INC | COM | 46266C105 | BBG00333FYS2 | 652245793 | 3433957 | SH |  | SOLE |  | 3187476 | 0 | 246481 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | BBG001J19V24 | 441586561 | 2567513 | SH |  | SOLE |  | 2157438 | 0 | 410075 |
| ISHARES TR | INDIA 50 ETF | 464289529 | BBG000PW4R43 | 398343 | 7826 | SH |  | SOLE |  | 7826 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | BBG002DMN3L7 | 5655590 | 108636 | SH |  | SOLE |  | 108636 | 0 | 0 |
| JANUS INTERNATIONAL GROUP IN | COMMON STOCK | 47103N106 | BBG0100SH2C0 | 195653 | 19823 | SH |  | SOLE |  | 19823 | 0 | 0 |
| JBT MAREL CORPORATION | COM | 477839104 | BBG000VLBCQ1 | 93191805 | 663523 | SH |  | SOLE |  | 455707 | 0 | 207816 |
| JFROG LTD | ORD SHS | M6191J100 | BBG006PWZX16 | 27888871 | 589243 | SH |  | SOLE |  | 278185 | 0 | 311058 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG000DMBXR2 | 182003110 | 577000 | SH | Call | SOLE |  | 577000 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG000DMBXR2 | 15106574 | 47892 | SH |  | SOLE |  | 47892 | 0 | 0 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | BBG01163M5L4 | 108645141 | 4650905 | SH |  | SOLE |  | 4650905 | 0 | 0 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | BBG00NNN9QQ8 | 23457924 | 287193 | SH |  | SOLE |  | 283062 | 0 | 4131 |
| KE HLDGS INC | SPONSORED ADS | 482497104 | BBG00W9L9LX1 | 142658745 | 7508355 | SH |  | SOLE |  | 7508355 | 0 | 0 |
| KINGSOFT CLOUD HLDGS LTD | ADS | 49639K101 | BBG00R6T4PQ2 | 51504407 | 3452038 | SH |  | SOLE |  | 3452038 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 | BBG000BCQ6J8 | 42571620 | 327600 | SH | Call | SOLE |  | 327600 | 0 | 0 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | BBG0086KNBP4 | 26966534 | 1997521 | SH |  | SOLE |  | 1682464 | 0 | 315057 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 | BBG000C1HQ43 | 71535583 | 782922 | SH |  | SOLE |  | 581327 | 0 | 201595 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | BBG000BLGFJ9 | 211702577 | 693175 | SH |  | SOLE |  | 572812 | 0 | 120363 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG000BNFLM9 | 1423392617 | 10630266 | SH |  | SOLE |  | 9489807 | 0 | 1140459 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | BBG000FGMKY1 | 76669810 | 626285 | SH |  | SOLE |  | 420881 | 0 | 205404 |
| LANTHEUS HLDGS INC | COM | 516544103 | BBG006Q52RD0 | 20720852 | 403994 | SH |  | SOLE |  | 300050 | 0 | 103944 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG000C2D1C1 | 357221199 | 4872084 | SH |  | SOLE |  | 4093003 | 0 | 779081 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | BBG00TTGH5W4 | 83088715 | 2547952 | SH |  | SOLE |  | 2271928 | 0 | 276024 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | BBG01HLMBCG3 | 283940640 | 2718436 | SH |  | SOLE |  | 2384903 | 0 | 333533 |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | BBG00B0JR9M0 | 38316428 | 3319030 | SH |  | SOLE |  | 2916322 | 0 | 402708 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CC1 | 385535650 | 811654 | SH |  | SOLE |  | 691532 | 0 | 120122 |
| LINEAGE INC | COM | 53566V106 | BBG01NJDR0W4 | 13420638 | 347325 | SH |  | SOLE |  | 212092 | 0 | 135233 |
| LITHIUM ARGENTINA AG | NOTE 1.750% 1/1 | 53680QAA6 | BBG013V3RL41 | 2212432 | 2455000 | PRN |  | SOLE |  | 2455000 | 0 | 0 |
| LIVANOVA PLC | SHS | G5509L101 | BBG009LGHG16 | 127128617 | 2427045 | SH |  | SOLE |  | 2168863 | 0 | 258182 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG000FQ7YR4 | 388225165 | 2375919 | SH |  | SOLE |  | 1858147 | 0 | 517772 |
| LKQ CORP | COM | 501889208 | BBG000PXDL44 | 36844647 | 1206439 | SH |  | SOLE |  | 802490 | 0 | 403949 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | BBG01M86F4Y6 | 48988560 | 612357 | SH |  | SOLE |  | 462018 | 0 | 150339 |
| LUXFER HLDGS PLC | SHS | G5698W116 | BBG0029SH078 | 23107944 | 1662442 | SH |  | SOLE |  | 1662442 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 | BBG000D9KWL9 | 31753582 | 160680 | SH |  | SOLE |  | 108177 | 0 | 52503 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | BBG000LJQ3H1 | 248103341 | 1992958 | SH |  | SOLE |  | 1630645 | 0 | 362313 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | BBG000QS6NV8 | 94600460 | 206254 | SH |  | SOLE |  | 170853 | 0 | 35401 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | BBG000BB34J0 | 213547651 | 2281492 | SH |  | SOLE |  | 2281492 | 0 | 0 |
| MAREX GROUP PLC | ORD | G5S37H101 | BBG001VHP597 | 18054041 | 537003 | SH |  | SOLE |  | 466546 | 0 | 70457 |
| MARSH  MCLENNAN COS INC | COM | 571748102 | BBG000BP4MH0 | 692660827 | 3437011 | SH |  | SOLE |  | 3165451 | 0 | 271560 |
| MARTIN MIDSTREAM PRTNRS L P | UNIT L P INT | 573331105 | BBG000NMJFC8 | 328457 | 107339 | SH |  | SOLE |  | 107339 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG000F1ZSQ2 | 139047311 | 244453 | SH |  | SOLE |  | 244453 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG000F1ZSQ2 | 132418968 | 232800 | SH | Put | SOLE |  | 232800 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG000BNWG87 | 117578542 | 1234550 | SH |  | SOLE |  | 1234550 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 | BBG000GQPB11 | 567649737 | 242903 | SH |  | SOLE |  | 223701 | 0 | 19202 |
| MERCK  CO INC | COM | 58933Y105 | BBG000BPD168 | 112012726 | 1334597 | SH |  | SOLE |  | 1334597 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG000MM2P62 | 1663966282 | 2265811 | SH |  | SOLE |  | 2106062 | 0 | 159749 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | BBG000C2BXK4 | 23638917 | 682023 | SH |  | SOLE |  | 682023 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG000BPH459 | 267173631 | 515829 | SH |  | SOLE |  | 515829 | 0 | 0 |
| MODINE MFG CO | COM | 607828100 | BBG000BP7CL4 | 160798598 | 1131110 | SH |  | SOLE |  | 790033 | 0 | 341077 |
| MOELIS  CO | CL A | 60786M105 | BBG000RNBH63 | 29091000 | 407894 | SH |  | SOLE |  | 274568 | 0 | 133326 |
| MONGODB INC | CL A | 60937P106 | BBG0022FDRY8 | 116615663 | 375719 | SH |  | SOLE |  | 285933 | 0 | 89786 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG000C30L48 | 177452439 | 192749 | SH |  | SOLE |  | 170274 | 0 | 22475 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG000BLZRJ2 | 117533116 | 739388 | SH |  | SOLE |  | 739388 | 0 | 0 |
| NASDAQ INC | COM | 631103108 | BBG000F5VVB6 | 48298742 | 546057 | SH |  | SOLE |  | 546057 | 0 | 0 |
| NATERA INC | COM | 632307104 | BBG001J1BQ86 | 6028970 | 37454 | SH |  | SOLE |  | 37454 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG000CL9VN6 | 1173986061 | 979203 | SH |  | SOLE |  | 855219 | 0 | 123984 |
| NEW GOLD INC CDA | COM | 644535106 | BBG000KD2ZL5 | 303355 | 42250 | SH |  | SOLE |  | 42250 | 0 | 0 |
| NEWS CORP NEW | CL A | 65249B109 | BBG0035LY913 | 52414507 | 1706757 | SH |  | SOLE |  | 1147735 | 0 | 559022 |
| NICE LTD | SPONSORED ADR | 653656108 | BBG000KC17R4 | 148996138 | 1029121 | SH |  | SOLE |  | 916605 | 0 | 112516 |
| NNN REIT INC | COM | 637417106 | BBG000CLP0Y4 | 49656628 | 1166470 | SH |  | SOLE |  | 785662 | 0 | 380808 |
| NOKIA CORP | SPONSORED ADR | 654902204 | BBG000BNGBW9 | 514603430 | 106986160 | SH |  | SOLE |  | 105232353 | 0 | 1753807 |
| NOV INC | COM | 62955J103 | BBG000BJX8C8 | 42862478 | 3234904 | SH |  | SOLE |  | 2172812 | 0 | 1062092 |
| NOVANTA INC | COM | 67000B104 | BBG000JB24Q5 | 14737173 | 147151 | SH |  | SOLE |  | 125126 | 0 | 22025 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | BBG0136WM1M4 | 167398511 | 10455872 | SH |  | SOLE |  | 10455872 | 0 | 0 |
| NVENT ELECTRIC PLC | SHS | G6700G107 | BBG00GNT7999 | 61085385 | 619276 | SH |  | SOLE |  | 412821 | 0 | 206455 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 381997735 | 2047367 | SH |  | SOLE |  | 2047367 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 99913590 | 535500 | SH | Call | SOLE |  | 535500 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG000BND699 | 134979898 | 592719 | SH |  | SOLE |  | 592719 | 0 | 0 |
| OCULAR THERAPEUTIX INC | COM | 67576A100 | BBG001J1BZV0 | 12582906 | 1076382 | SH |  | SOLE |  | 968251 | 0 | 108131 |
| OGE ENERGY CORP | COM | 670837103 | BBG000BQGLS5 | 72197765 | 1560358 | SH |  | SOLE |  | 1050874 | 0 | 509484 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | BBG0098VVDT9 | 21910433 | 170642 | SH |  | SOLE |  | 129937 | 0 | 40705 |
| OMNICOM GROUP INC | COM | 681919106 | BBG000BS9489 | 48934958 | 600208 | SH |  | SOLE |  | 402810 | 0 | 197398 |
| ORACLE CORP | COM | 68389X105 | BBG000BQLTW7 | 828667473 | 2946478 | SH |  | SOLE |  | 2373581 | 0 | 572897 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | BBG00RP60KV0 | 51204549 | 560041 | SH |  | SOLE |  | 375235 | 0 | 184806 |
| PARSONS CORP DEL | COM | 70202L102 | BBG000C3TKY6 | 193362889 | 2331921 | SH |  | SOLE |  | 1962912 | 0 | 369009 |
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXV6 | 723384670 | 10787126 | SH |  | SOLE |  | 9967207 | 0 | 819919 |
| PENUMBRA INC | COM | 70975L107 | BBG001BP92V1 | 56610940 | 223476 | SH |  | SOLE |  | 167056 | 0 | 56420 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | BBG00CNYBQ76 | 45117146 | 3524777 | SH |  | SOLE |  | 2371845 | 0 | 1152932 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG000J2XL74 | 157269282 | 969601 | SH |  | SOLE |  | 969601 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 | BBG002583CV8 | 45066792 | 1400895 | SH |  | SOLE |  | 940975 | 0 | 459920 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | BBG000BRD0D8 | 121219060 | 603290 | SH |  | SOLE |  | 603290 | 0 | 0 |
| POLARIS INC | COM | 731068102 | BBG000D5S4M0 | 47422338 | 815798 | SH |  | SOLE |  | 546286 | 0 | 269512 |
| PPL CORP | COM | 69351T106 | BBG000BRJL00 | 428195 | 11523 | SH |  | SOLE |  | 11523 | 0 | 0 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | BBG009KD84H4 | 48720383 | 1365099 | SH |  | SOLE |  | 936110 | 0 | 428989 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | BBG0026ZJ304 | 78468264 | 1076087 | SH |  | SOLE |  | 800306 | 0 | 275781 |
| PROGRESSIVE CORP | COM | 743315103 | BBG000BR37X2 | 991551664 | 4015192 | SH |  | SOLE |  | 3702602 | 0 | 312590 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 | BBG000BPPN67 | 40491282 | 140181 | SH |  | SOLE |  | 94378 | 0 | 45803 |
| PURE STORAGE INC | CL A | 74624M102 | BBG00212PVZ5 | 257972376 | 3078062 | SH |  | SOLE |  | 2719502 | 0 | 358560 |
| RADWARE LTD | ORD | M81873107 | BBG000BKWR89 | 82920375 | 3130252 | SH |  | SOLE |  | 2780048 | 0 | 350204 |
| RBC BEARINGS INC | COM | 75524B104 | BBG000GMGNB3 | 241820562 | 619592 | SH |  | SOLE |  | 541035 | 0 | 78557 |
| REDDIT INC | CL A | 75734B100 | BBG005K1D4S0 | 154073061 | 669912 | SH |  | SOLE |  | 635898 | 0 | 34014 |
| REPLIGEN CORP | COM | 759916109 | BBG000BS48J3 | 28437089 | 212741 | SH |  | SOLE |  | 154420 | 0 | 58321 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | BBG007DLZ601 | 23918573 | 236841 | SH |  | SOLE |  | 179609 | 0 | 57232 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXN8 | 142537265 | 995511 | SH |  | SOLE |  | 943266 | 0 | 52245 |
| ROBLOX CORP | CL A | 771049103 | BBG001R1GCT0 | 266957822 | 1927215 | SH |  | SOLE |  | 1828778 | 0 | 98437 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | BBG000BBCDZ2 | 22807182 | 65251 | SH |  | SOLE |  | 65251 | 0 | 0 |
| ROKU INC | COM CL A | 77543R102 | BBG001ZZPQJ6 | 55659563 | 555873 | SH |  | SOLE |  | 527581 | 0 | 28292 |
| RTX CORPORATION | COM | 75513E101 | BBG000BW8S60 | 17532335 | 104777 | SH |  | SOLE |  | 104777 | 0 | 0 |
| RXSIGHT INC | COM | 78349D107 | BBG00THX1YN4 | 15765610 | 1753683 | SH |  | SOLE |  | 1576217 | 0 | 177466 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 | BBG011K4W134 | 64241157 | 1139836 | SH |  | SOLE |  | 977369 | 0 | 162467 |
| S GLOBAL INC | COM | 78409V104 | BBG000BP1Q11 | 389583613 | 800443 | SH |  | SOLE |  | 683636 | 0 | 116807 |
| SALESFORCE INC | COM | 79466L302 | BBG000BN2DC2 | 139495119 | 588587 | SH |  | SOLE |  | 588587 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 | BBG0099PW5P1 | 137397929 | 3688535 | SH |  | SOLE |  | 3263769 | 0 | 424766 |
| SCHLUMBERGER LTD | COM STK | 806857108 | BBG000BT41Q8 | 120708368 | 3512027 | SH |  | SOLE |  | 3512027 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG000BSLZY7 | 1692269619 | 17725669 | SH |  | SOLE |  | 16400476 | 0 | 1325193 |
| SEA LTD | SPONSORD ADS | 81141R100 | BBG00HTBWMG5 | 902773630 | 5051047 | SH |  | SOLE |  | 4270853 | 0 | 780194 |
| SEMTECH CORP | COM | 816850101 | BBG000DBKR53 | 22696664 | 317658 | SH |  | SOLE |  | 241730 | 0 | 75928 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | BBG00JPGYW43 | 428925605 | 14040118 | SH |  | SOLE |  | 13811404 | 0 | 228714 |
| SERVICENOW INC | COM | 81762P102 | BBG000M1R011 | 29373497 | 31918 | SH |  | SOLE |  | 31918 | 0 | 0 |
| SERVICETITAN INC | SHS CL A | 81764X103 | BBG009DVYCT2 | 110744513 | 1098329 | SH |  | SOLE |  | 909563 | 0 | 188766 |
| SHARKNINJA INC | COM SHS | G8068L108 | BBG01HN2K357 | 14309793 | 138728 | SH |  | SOLE |  | 105550 | 0 | 33178 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG008HBD923 | 1022655851 | 6881474 | SH |  | SOLE |  | 5736438 | 0 | 1145036 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | BBG009T22D49 | 69366013 | 538556 | SH |  | SOLE |  | 365953 | 0 | 172603 |
| SNAP ON INC | COM | 833034101 | BBG000BT7JW9 | 52122963 | 150414 | SH |  | SOLE |  | 113203 | 0 | 37211 |
| SNOWFLAKE INC | COM SHS | 833445109 | BBG007DHGNJ4 | 867928354 | 3848053 | SH |  | SOLE |  | 3383019 | 0 | 465034 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BBZY6 | 42696335 | 1153955 | SH |  | SOLE |  | 1030025 | 0 | 123930 |
| SOUTHWEST AIRLS CO | COM | 844741108 | BBG000BNJHS8 | 342989390 | 10748649 | SH |  | SOLE |  | 9910494 | 0 | 838155 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG000BDTBL9 | 19319220 | 29000 | SH | Put | SOLE |  | 29000 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFC2 | 656438986 | 940457 | SH |  | SOLE |  | 784012 | 0 | 156445 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | BBG000BTGCV5 | 77792002 | 416490 | SH |  | SOLE |  | 304083 | 0 | 112407 |
| STARBUCKS CORP | COM | 855244109 | BBG000CTQBF3 | 118971288 | 1406280 | SH |  | SOLE |  | 1197287 | 0 | 208993 |
| STEVANATO GROUP S P A | ORD SHS | T9224W109 | BBG001RY95L9 | 67290982 | 2613242 | SH |  | SOLE |  | 2195506 | 0 | 417736 |
| STRYKER CORPORATION | COM | 863667101 | BBG000DN7P92 | 3890407 | 10524 | SH |  | SOLE |  | 10524 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | BBG000BC1LY5 | 1417029240 | 33868775 | SH |  | SOLE |  | 33319674 | 0 | 549101 |
| SYNOPSYS INC | COM | 871607107 | BBG000BSFRF3 | 460843035 | 934034 | SH |  | SOLE |  | 782680 | 0 | 151354 |
| SYSCO CORP | COM | 871829107 | BBG000BTVJ25 | 44564219 | 541222 | SH |  | SOLE |  | 364363 | 0 | 176859 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 238495506 | 853935 | SH |  | SOLE |  | 662865 | 0 | 191070 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | BBG000BS1YV5 | 56861161 | 220085 | SH |  | SOLE |  | 208726 | 0 | 11359 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | BBG00RB9BNQ7 | 33181314 | 558326 | SH |  | SOLE |  | 501826 | 0 | 56500 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | BBG000BMT9T6 | 129790865 | 221471 | SH |  | SOLE |  | 193386 | 0 | 28085 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | BBG00LDC5RK5 | 62310238 | 2669676 | SH |  | SOLE |  | 2193204 | 0 | 476472 |
| TEXAS INSTRS INC | COM | 882508104 | BBG000BVV7G1 | 139331462 | 758349 | SH |  | SOLE |  | 758349 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG000BVDLH9 | 140772690 | 290241 | SH |  | SOLE |  | 290241 | 0 | 0 |
| TRAEGER INC | COMMON STOCK | 89269P103 | BBG011PTS772 | 1220000 | 1000000 | SH |  | SOLE |  | 1000000 | 0 | 0 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | BBG006KDCHJ4 | 180402726 | 6410900 | SH |  | SOLE |  | 5303412 | 0 | 1107488 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | BBG000BVWZF9 | 275667652 | 526928 | SH |  | SOLE |  | 470121 | 0 | 56807 |
| TYSON FOODS INC | CL A | 902494103 | BBG000DKCC19 | 51013981 | 939484 | SH |  | SOLE |  | 632742 | 0 | 306742 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | BBG01B6SGB59 | 62700656 | 1231840 | SH |  | SOLE |  | 827399 | 0 | 404441 |
| UGI CORP NEW | COM | 902681105 | BBG000BVYN55 | 19082792 | 573746 | SH |  | SOLE |  | 381497 | 0 | 192249 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG000L9CV04 | 125576246 | 1503367 | SH |  | SOLE |  | 1503367 | 0 | 0 |
| UNIVERSAL HEALTH RLTY INCOME | SH BEN INT | 91359E105 | BBG000BW0BB9 | 256289 | 6543 | SH |  | SOLE |  | 6543 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 | BBG00C6H6D40 | 228667486 | 2984436 | SH |  | SOLE |  | 2595675 | 0 | 388761 |
| VAIL RESORTS INC | COM | 91879Q109 | BBG000BCMWM1 | 51314775 | 343082 | SH |  | SOLE |  | 230923 | 0 | 112159 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | BBG000PTYMS2 | 35664664 | 360140 | SH |  | SOLE |  | 82400 | 0 | 277740 |
| VANECK ETF TRUST | VANECK VIETNAM | 92189F817 | BBG000NWYK65 | 2980083 | 167045 | SH |  | SOLE |  | 167045 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 | BBG001CGB489 | 361050833 | 1211946 | SH |  | SOLE |  | 1108950 | 0 | 102996 |
| VERACYTE INC | COM | 92337F107 | BBG001J2M542 | 253028132 | 7370467 | SH |  | SOLE |  | 6199293 | 0 | 1171174 |
| VERTEX INC | CL A | 92538J106 | BBG00VVT2F25 | 18058350 | 728453 | SH |  | SOLE |  | 552403 | 0 | 176050 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | BBG004YZ9G29 | 183014456 | 2944248 | SH |  | SOLE |  | 2683177 | 0 | 261071 |
| VISA INC | COM CL A | 92826C839 | BBG000PSKYX7 | 327514510 | 959384 | SH |  | SOLE |  | 959384 | 0 | 0 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | BBG00PMMBQS1 | 26044962 | 757121 | SH |  | SOLE |  | 746357 | 0 | 10764 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6Q1 | 148111406 | 755979 | SH |  | SOLE |  | 728696 | 0 | 27283 |
| VITA COCO CO INC | COM | 92846Q107 | BBG012QFVSL3 | 88054283 | 2073329 | SH |  | SOLE |  | 1576986 | 0 | 496343 |
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSJR4 | 78709069 | 1875365 | SH |  | SOLE |  | 1263693 | 0 | 611672 |
| VSE CORP | COM | 918284100 | BBG000BWJYL8 | 81809530 | 492117 | SH |  | SOLE |  | 367293 | 0 | 124824 |
| WAFD INC | COM | 938824109 | BBG000BWQTD0 | 31021352 | 1024145 | SH |  | SOLE |  | 687895 | 0 | 336250 |
| WARBY PARKER INC | CL A COM | 93403J106 | BBG005DWN8K8 | 33425222 | 1211937 | SH |  | SOLE |  | 914016 | 0 | 297921 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | BBG00RP2T9T6 | 50293234 | 1476607 | SH |  | SOLE |  | 988537 | 0 | 488070 |
| WATERS CORP | COM | 941848103 | BBG000FQRVM3 | 106402269 | 354899 | SH |  | SOLE |  | 302625 | 0 | 52274 |
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | BBG00B642V54 | 9025018 | 1232926 | SH |  | SOLE |  | 1102992 | 0 | 129934 |
| WAYSTAR HLDG CORP | COM | 946784105 | BBG01JRQSDB9 | 95497349 | 2518390 | SH |  | SOLE |  | 2076447 | 0 | 441943 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG000BWQFY7 | 210218129 | 2507971 | SH |  | SOLE |  | 2507971 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 | BBG000BKY1G5 | 82869481 | 465193 | SH |  | SOLE |  | 465193 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | BBG000BX24N8 | 726895444 | 2770920 | SH |  | SOLE |  | 2410592 | 0 | 360328 |
| WILLIAMS COS INC | COM | 969457100 | BBG000BWVCP8 | 395747133 | 6246995 | SH |  | SOLE |  | 5755911 | 0 | 491084 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | BBG000DB3KT1 | 1224564287 | 3544838 | SH |  | SOLE |  | 3486724 | 0 | 58114 |
| WINGSTOP INC | COM | 974155103 | BBG008N298Y8 | 224108708 | 890451 | SH |  | SOLE |  | 764035 | 0 | 126416 |
| WOODWARD INC | COM | 980745103 | BBG000BD53V2 | 184721154 | 730961 | SH |  | SOLE |  | 643433 | 0 | 87528 |
| XYLEM INC | COM | 98419M100 | BBG001D8R5D0 | 541094310 | 3668436 | SH |  | SOLE |  | 3249845 | 0 | 418591 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320N9 | 146936154 | 1004211 | SH |  | SOLE |  | 855050 | 0 | 149161 |
| ZSCALER INC | COM | 98980G102 | BBG003338H34 | 144666559 | 482769 | SH |  | SOLE |  | 458254 | 0 | 24515 |

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