# EDGAR Filing Document

**Accession Number:** 0001466153
**File Stem:** 0001193125-26-220594
**Filing Date:** 2026-5
**Character Count:** 42676
**Document Hash:** b905b7101346548bb5457ace26d3f4ef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001193125-26-220594.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001193125-26-220594

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**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:** 26970905

**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:** 03-31-2026

**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  05-13-2026<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:** 334

**Form 13F Information Table Value Total:** $62335996024

      (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 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | BBG000BHG9K0 | 29646157 | 1331813 | SH |  | SOLE |  | 1193701 | 0 | 138112 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG000D9D830 | 147171433 | 742203 | SH |  | SOLE |  | 742203 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQCY0 | 313526926 | 1541203 | SH |  | SOLE |  | 1458504 | 0 | 82699 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | BBG000C060M4 | 48033737 | 173595 | SH |  | SOLE |  | 173595 | 0 | 0 |
| AGILYSYS INC | COM | 00847J105 | BBG000BR74W6 | 38367438 | 539323 | SH |  | SOLE |  | 485590 | 0 | 53733 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | BBG000QY4ZD0 | 16289686 | 481516 | SH |  | SOLE |  | 434560 | 0 | 46956 |
| AIRBNB INC | COM CL A | 009066101 | BBG001Y2XS07 | 132303556 | 1047700 | SH |  | SOLE |  | 1047700 | 0 | 0 |
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | BBG000BJQWD2 | 20375079 | 177406 | SH |  | SOLE |  | 129167 | 0 | 48239 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JVL2 | 104005587 | 828994 | SH |  | SOLE |  | 828994 | 0 | 0 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | BBG000BRNLL2 | 37227396 | 217158 | SH |  | SOLE |  | 126779 | 0 | 90379 |
| ALKERMES PLC | SHS | G01767105 | BBG000C9F2F9 | 39311162 | 1111741 | SH |  | SOLE |  | 994443 | 0 | 117298 |
| ALLIANT ENERGY CORP | COM | 018802108 | BBG000DW4Q75 | 46219683 | 644087 | SH |  | SOLE |  | 375718 | 0 | 268369 |
| ALLIED GOLD CORP | COM NEW | 01921D204 | BBG01J3PPY06 | 802450 | 25883 | SH |  | SOLE |  | 25883 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB30 | 166529688 | 580526 | SH |  | SOLE |  | 580526 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 1616148450 | 5620213 | SH |  | SOLE |  | 5181098 | 0 | 439115 |
| AMAZON COM INC | COM | 023135106 | BBG000BVPV84 | 1128537654 | 5418628 | SH |  | SOLE |  | 5185970 | 0 | 232658 |
| AMDOCS LTD | SHS | G02602103 | BBG000C3MXG5 | 9157675 | 140326 | SH |  | SOLE |  | 124945 | 0 | 15381 |
| AMER SPORTS INC | COM SHS | G0260P102 | BBG01KWR26Q5 | 155991354 | 4738498 | SH |  | SOLE |  | 4412753 | 0 | 325745 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG000BCQZS4 | 1389557730 | 4593883 | SH |  | SOLE |  | 4236783 | 0 | 357100 |
| AMETEK INC | COM | 031100100 | BBG000B9XG87 | 58600022 | 273372 | SH |  | SOLE |  | 273372 | 0 | 0 |
| AMRIZE LTD | SHS | H2927K103 | BBG01T2JZXN5 | 45708847 | 815938 | SH |  | SOLE |  | 476002 | 0 | 339936 |
| ANALOG DEVICES INC | COM | 032654105 | BBG000BB6G37 | 205130627 | 644781 | SH |  | SOLE |  | 569780 | 0 | 75001 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | BBG01HGVLP51 | 58252240 | 598318 | SH |  | SOLE |  | 590751 | 0 | 7567 |
| AON PLC | SHS CL A | G0403H108 | BBG00SSQFPK6 | 530699383 | 1644152 | SH |  | SOLE |  | 1512077 | 0 | 132075 |
| API GROUP CORP | COM STK | 00187Y100 | BBG00HXKRGY9 | 257197744 | 6347427 | SH |  | SOLE |  | 5918921 | 0 | 428506 |
| APPLE INC | COM | 037833100 | BBG000B9XRY4 | 155529111 | 612826 | SH |  | SOLE |  | 612826 | 0 | 0 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG000BBHHP9 | 46739302 | 176162 | SH |  | SOLE |  | 123473 | 0 | 52689 |
| APPLIED MATLS INC | COM | 038222105 | BBG000BBPFB9 | 82408987 | 241110 | SH |  | SOLE |  | 241110 | 0 | 0 |
| ARAMARK | COM | 03852U106 | BBG001KY4N87 | 45364828 | 1119014 | SH |  | SOLE |  | 1119014 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | BBG000HXNN20 | 2175710396 | 22666011 | SH |  | SOLE |  | 22238222 | 0 | 427789 |
| ARGENX SE | SPONSORED ADR | 04016X101 | BBG00GHB88X9 | 1071993495 | 1467982 | SH |  | SOLE |  | 1386822 | 0 | 81160 |
| ARIS MINING CORPORATION | COM | 04040Y109 | BBG000K0VQL1 | 10851751 | 584370 | SH |  | SOLE |  | 584370 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | BBG01J1GXZF0 | 101214489 | 669054 | SH |  | SOLE |  | 669054 | 0 | 0 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | BBG000BKDWB5 | 41475773 | 212250 | SH |  | SOLE |  | 123268 | 0 | 88982 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | BBG007R7VNC1 | 738840836 | 3230188 | SH |  | SOLE |  | 2911135 | 0 | 319053 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | BBG000K6MRN4 | 3398496 | 2573 | SH |  | SOLE |  | 2573 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 | BBG00TDKHW99 | 61439407 | 560579 | SH |  | SOLE |  | 522563 | 0 | 38016 |
| AURA MINERALS INC | SHS NEW | G06973112 | BBG000QCHWC2 | 1842691 | 22582 | SH |  | SOLE |  | 22582 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 | BBG000C7LMS8 | 101796078 | 30137 | SH |  | SOLE |  | 28703 | 0 | 1434 |
| AXALTA COATING SYS LTD | COM | G0750C108 | BBG0060CPLJ5 | 797654823 | 28796203 | SH |  | SOLE |  | 27735706 | 0 | 1060497 |
| B2GOLD CORP | COM | 11777Q209 | BBG000TPV2Y6 | 886086 | 195000 | SH |  | SOLE |  | 195000 | 0 | 0 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | BBG00GBVBK51 | 754094660 | 12352083 | SH |  | SOLE |  | 11674930 | 0 | 677153 |
| BANK AMERICA CORP | COM | 060505104 | BBG000BCTLF6 | 139319554 | 2857837 | SH |  | SOLE |  | 2857837 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | BBG000BD8PN9 | 1835867225 | 15475573 | SH |  | SOLE |  | 14336714 | 0 | 1138859 |
| BAXTER INTL INC | COM | 071813109 | BBG000BCVJ77 | 81677803 | 4861774 | SH |  | SOLE |  | 4293414 | 0 | 568360 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | BBG00B6WF7T5 | 40749036 | 137216 | SH |  | SOLE |  | 122367 | 0 | 14849 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG000DWG505 | 1248630355 | 2605656 | SH |  | SOLE |  | 2432984 | 0 | 172672 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | BBG01J9M42H2 | 30717417 | 857310 | SH |  | SOLE |  | 687213 | 0 | 170097 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | BBG000N7KBZ3 | 82036040 | 605477 | SH |  | SOLE |  | 577173 | 0 | 28304 |
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG000BLBVN4 | 129391554 | 30732 | SH |  | SOLE |  | 30732 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG000C0LW92 | 2785096 | 44384 | SH |  | SOLE |  | 44384 | 0 | 0 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | BBG00P9KDZK6 | 18891150 | 254392 | SH |  | SOLE |  | 227736 | 0 | 26656 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5S69 | 635911199 | 2054574 | SH |  | SOLE |  | 1955254 | 0 | 99320 |
| BROWN  BROWN INC | COM | 115236101 | BBG000BWSGF4 | 33043472 | 506724 | SH |  | SOLE |  | 294877 | 0 | 211847 |
| BRUKER CORP | COM | 116794108 | BBG000CL1FG7 | 51571450 | 1427781 | SH |  | SOLE |  | 1080307 | 0 | 347474 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | BBG000BKD3K9 | 240404 | 2920 | SH |  | SOLE |  | 2920 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | BBG000D86F25 | 216597645 | 1059209 | SH |  | SOLE |  | 941543 | 0 | 117666 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG000C13CD9 | 47223451 | 169948 | SH |  | SOLE |  | 169948 | 0 | 0 |
| CAE INC | COM | 124765108 | BBG000BXWF96 | 36812740 | 1413596 | SH |  | SOLE |  | 1253874 | 0 | 159722 |
| CALIX INC | COM | 13100M509 | BBG000PXJB68 | 25958576 | 529875 | SH |  | SOLE |  | 474573 | 0 | 55302 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG000BGKTF9 | 245340621 | 1344848 | SH |  | SOLE |  | 1273036 | 0 | 71812 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | BBG00RP5HYS8 | 223724923 | 3973094 | SH |  | SOLE |  | 3759801 | 0 | 213293 |
| CARVANA CO | CL A | 146869102 | BBG00GCTWDJ3 | 58138830 | 184932 | SH |  | SOLE |  | 175609 | 0 | 9323 |
| CATERPILLAR INC | COM | 149123101 | BBG000BF0K17 | 106044418 | 149683 | SH |  | SOLE |  | 149683 | 0 | 0 |
| CBRE GROUP INC | CL A | 12504L109 | BBG000C04224 | 536150148 | 3957996 | SH |  | SOLE |  | 3766281 | 0 | 191715 |
| CDW CORP | COM | 12514G108 | BBG001P63B80 | 34549879 | 285489 | SH |  | SOLE |  | 166594 | 0 | 118895 |
| CELCUITY INC | COM | 15102K100 | BBG00HKBW045 | 52169970 | 457070 | SH |  | SOLE |  | 408790 | 0 | 48280 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | BBG000BK00N6 | 30120283 | 2185797 | SH |  | SOLE |  | 1571719 | 0 | 614078 |
| CENCORA INC | COM | 03073E105 | BBG000MDCQC2 | 325192991 | 1035185 | SH |  | SOLE |  | 982088 | 0 | 53097 |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | BBG01T61V2V3 | 23859751 | 250076 | SH |  | SOLE |  | 250076 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 | BBG000FY4S11 | 1303983870 | 11497962 | SH |  | SOLE |  | 10608443 | 0 | 889519 |
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHH5 | 137867772 | 668158 | SH |  | SOLE |  | 636665 | 0 | 31493 |
| CME GROUP INC | COM | 12572Q105 | BBG000BHLYP4 | 107300655 | 363300 | SH |  | SOLE |  | 363300 | 0 | 0 |
| CNH INDL N V | SHS | N20944109 | BBG0059JSF49 | 344671943 | 31333813 | SH |  | SOLE |  | 30887319 | 0 | 446494 |
| COCA COLA CO | COM | 191216100 | BBG000BMX289 | 100877435 | 1326462 | SH |  | SOLE |  | 1326462 | 0 | 0 |
| COGNEX CORP | COM | 192422103 | BBG000BPBVW5 | 84721395 | 1729361 | SH |  | SOLE |  | 1258301 | 0 | 471060 |
| COHERENT CORP | COM | 19247G107 | BBG000BLW102 | 76911720 | 322874 | SH |  | SOLE |  | 299880 | 0 | 22994 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | BBG00ZGF7771 | 87668538 | 502082 | SH |  | SOLE |  | 502082 | 0 | 0 |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | BBG000BH2VW3 | 53437347 | 499855 | SH |  | SOLE |  | 396328 | 0 | 103527 |
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFT2L4 | 128500390 | 4475806 | SH |  | SOLE |  | 4475806 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 | BBG000BWN2Y9 | 287074473 | 208177 | SH |  | SOLE |  | 198485 | 0 | 9692 |
| COMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 204448104 | BBG000GPXR82 | 37138860 | 1030490 | SH |  | SOLE |  | 1017504 | 0 | 12986 |
| COMPASS INC | CL A | 20464U100 | BBG00J5SXTH3 | 73425712 | 10044557 | SH |  | SOLE |  | 7284385 | 0 | 2760172 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | BBG000J1QLT0 | 20175900 | 134506 | SH |  | SOLE |  | 134506 | 0 | 0 |
| COPA HOLDINGS SA | CL A | P31076105 | BBG000C29813 | 34497336 | 303647 | SH |  | SOLE |  | 299800 | 0 | 3847 |
| COUPANG INC | CL A | 22266T109 | BBG00XMJRPQ8 | 635683275 | 33669665 | SH |  | SOLE |  | 33186380 | 0 | 483285 |
| CREDICORP LTD | COM | G2519Y108 | BBG000FKX7Z8 | 30348470 | 89476 | SH |  | SOLE |  | 88347 | 0 | 1129 |
| CRH PLC | ORD | G25508105 | BBG000D3JXM1 | 85798944 | 816200 | SH |  | SOLE |  | 644575 | 0 | 171625 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKS03 | 135264962 | 346469 | SH |  | SOLE |  | 346469 | 0 | 0 |
| DBV TECHNOLOGIES S A | SPONSORED ADS | 23306J309 | BBG0076D3T39 | 46362974 | 2219386 | SH |  | SOLE |  | 1969000 | 0 | 250386 |
| DENALI THERAPEUTICS INC | COM | 24823R105 | BBG008P7F869 | 21114605 | 1099719 | SH |  | SOLE |  | 988285 | 0 | 111434 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | BBG002PHSYX9 | 154561215 | 781441 | SH |  | SOLE |  | 781441 | 0 | 0 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | BBG00FB2NPZ0 | 32067594 | 382121 | SH |  | SOLE |  | 343877 | 0 | 38244 |
| DISNEY WALT CO | COM | 254687106 | BBG000BH4R78 | 98803282 | 1025143 | SH |  | SOLE |  | 1025143 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 | BBG005D7QCJ3 | 310513122 | 2068019 | SH |  | SOLE |  | 1976377 | 0 | 91642 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | BBG00NSGPJD0 | 11230755 | 619457 | SH |  | SOLE |  | 558306 | 0 | 61151 |
| EATON CORP PLC | SHS | G29183103 | BBG000BJ3PD2 | 197795087 | 553010 | SH |  | SOLE |  | 524071 | 0 | 28939 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | BBG00K4Y2H24 | 20760611 | 659067 | SH |  | SOLE |  | 567801 | 0 | 91266 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | BBG000BRXP69 | 416507641 | 5201144 | SH |  | SOLE |  | 4985299 | 0 | 215845 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | BBG000BCG930 | 1500980481 | 5127175 | SH |  | SOLE |  | 4717832 | 0 | 409343 |
| ELI LILLY  CO | COM | 532457108 | BBG000BNBDC2 | 220779751 | 240038 | SH |  | SOLE |  | 229224 | 0 | 10814 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | BBG000BG3TV0 | 4187505 | 70568 | SH |  | SOLE |  | 70568 | 0 | 0 |
| EOG RES INC | COM | 26875P101 | BBG000BZ9223 | 193571857 | 1338949 | SH |  | SOLE |  | 1338949 | 0 | 0 |
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | BBG0018F35B8 | 19174373 | 1840151 | SH |  | SOLE |  | 1650424 | 0 | 189727 |
| EVERPURE INC | CL A | 74624M102 | BBG00212PVZ5 | 123884290 | 2098311 | SH |  | SOLE |  | 1952710 | 0 | 145601 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG000QY3XZ2 | 39928962 | 172935 | SH |  | SOLE |  | 100623 | 0 | 72312 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | BBG000BJ5GK2 | 19355100 | 135133 | SH |  | SOLE |  | 79053 | 0 | 56080 |
| FAIR ISAAC CORP | COM | 303250104 | BBG000DW76Y6 | 77734324 | 72816 | SH |  | SOLE |  | 69420 | 0 | 3396 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | BBG01NMRD768 | 30331031 | 130031 | SH |  | SOLE |  | 75664 | 0 | 54367 |
| FERRARI N V | COM | N3167Y103 | BBG009PH3Q86 | 34893518 | 103098 | SH |  | SOLE |  | 103098 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 | BBG000BJL3N0 | 188366588 | 4054382 | SH |  | SOLE |  | 3522168 | 0 | 532214 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | BBG000BJCDS3 | 54574100 | 28957 | SH |  | SOLE |  | 16843 | 0 | 12114 |
| FLEXTRONICS INTL LTD | ORD | Y2573F102 | BBG000BP5YT0 | 35892111 | 548306 | SH |  | SOLE |  | 424017 | 0 | 124289 |
| FLOWSERVE CORP | COM | 34354P105 | BBG000FFH4P5 | 67823340 | 922641 | SH |  | SOLE |  | 659453 | 0 | 263188 |
| FRESHPET INC | COM | 358039105 | BBG001D0HB36 | 17623969 | 298914 | SH |  | SOLE |  | 217719 | 0 | 81195 |
| FTAI AVIATION LTD | SHS | G3730V105 | BBG019M62R45 | 126364613 | 515774 | SH |  | SOLE |  | 479686 | 0 | 36088 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 | BBG000BBHXQ3 | 191651528 | 884899 | SH |  | SOLE |  | 869737 | 0 | 15162 |
| GARMIN LTD | SHS | H2906T109 | BBG000C4LN67 | 1280610980 | 5519637 | SH |  | SOLE |  | 5439529 | 0 | 80108 |
| GARTNER INC | COM | 366651107 | BBG000BB65D0 | 30405872 | 192029 | SH |  | SOLE |  | 109340 | 0 | 82689 |
| GE AEROSPACE | COM NEW | 369604301 | BBG000BK6MB5 | 98787999 | 348127 | SH |  | SOLE |  | 348127 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W31 | 606153108 | 694413 | SH |  | SOLE |  | 661858 | 0 | 32555 |
| GENPACT LIMITED | SHS | G3922B107 | BBG000RQBFV2 | 39215012 | 1052752 | SH |  | SOLE |  | 600311 | 0 | 452441 |
| GENUINE PARTS CO | COM | 372460105 | BBG000BKL348 | 35191591 | 332781 | SH |  | SOLE |  | 193966 | 0 | 138815 |
| GFL ENVIRONMENTAL INC | SUB VTG SHS | 36168Q104 | BBG00PQS00S3 | 697058 | 16708 | SH |  | SOLE |  | 16708 | 0 | 0 |
| GLAUKOS CORP | COM | 377322102 | BBG000WG2LQ1 | 65399359 | 607462 | SH |  | SOLE |  | 543279 | 0 | 64183 |
| GLOBANT S A | COM | L44385109 | BBG00564Y443 | 10415188 | 225877 | SH |  | SOLE |  | 222913 | 0 | 2964 |
| GLOBE LIFE INC | COM | 37959E102 | BBG000BVD6X4 | 41190006 | 295969 | SH |  | SOLE |  | 172222 | 0 | 123747 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CFJ5 | 194725748 | 230175 | SH |  | SOLE |  | 230175 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | BBG011768M53 | 101766659 | 27805098 | SH |  | SOLE |  | 27805098 | 0 | 0 |
| GUARDANT HEALTH INC | COM | 40131M109 | BBG006D97VY9 | 75241878 | 814571 | SH |  | SOLE |  | 699133 | 0 | 115438 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | BBG001C7PM75 | 171282154 | 1145240 | SH |  | SOLE |  | 971076 | 0 | 174164 |
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | BBG000QFPM65 | 81458636 | 1619778 | SH |  | SOLE |  | 1487245 | 0 | 132533 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | BBG000NWKS18 | 89838819 | 3610885 | SH |  | SOLE |  | 3610885 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 | BBG000TYXCT9 | 22642623 | 270942 | SH |  | SOLE |  | 191439 | 0 | 79503 |
| HESAI GROUP | SPONSORED ADS | 428050108 | BBG01CCYDD47 | 19713561 | 1031044 | SH |  | SOLE |  | 786510 | 0 | 244534 |
| HEXCEL CORP NEW | COM | 428291108 | BBG000BLMDQ9 | 53312799 | 658752 | SH |  | SOLE |  | 479134 | 0 | 179618 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJGH9 | 34293831 | 148806 | SH |  | SOLE |  | 148806 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJGH9 | 175149600 | 760000 | SH | Put | SOLE |  | 760000 | 0 | 0 |
| ICICI BANK LIMITED | ADR | 45104G104 | BBG000DRM643 | 4571246 | 176496 | SH |  | SOLE |  | 176496 | 0 | 0 |
| ICON PLC | SHS | G4705A100 | BBG000CTSZQ6 | 916148054 | 8278945 | SH |  | SOLE |  | 8048041 | 0 | 230904 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | BBG000BSGQL7 | 1690560 | 125134 | SH |  | SOLE |  | 125134 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW27 | 121514649 | 1516658 | SH |  | SOLE |  | 1402252 | 0 | 114406 |
| INSMED INC | COM PAR $.01 | 457669307 | BBG000BWM5P3 | 1067344315 | 6527301 | SH |  | SOLE |  | 6156978 | 0 | 370323 |
| INSPIRE MED SYS INC | COM | 457730109 | BBG00209SZJ7 | 40262059 | 780575 | SH |  | SOLE |  | 697935 | 0 | 82640 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | BBG005TJKDZ6 | 71752772 | 270612 | SH |  | SOLE |  | 194197 | 0 | 76415 |
| INSULET CORP | COM | 45784P101 | BBG000R7XX87 | 145413602 | 692974 | SH |  | SOLE |  | 655234 | 0 | 37740 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG000BJPDZ1 | 36972781 | 80203 | SH |  | SOLE |  | 80203 | 0 | 0 |
| INVENTIVA SA | ADS | 46124U107 | BBG00VM4C335 | 1792683 | 323006 | SH |  | SOLE |  | 291272 | 0 | 31734 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | BBG000JH6683 | 154558340 | 2058308 | SH |  | SOLE |  | 1737541 | 0 | 320767 |
| IQVIA HLDGS INC | COM | 46266C105 | BBG00333FYS2 | 862738837 | 5058865 | SH |  | SOLE |  | 4671619 | 0 | 387246 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | BBG001J19V24 | 171236007 | 1450907 | SH |  | SOLE |  | 1282291 | 0 | 168616 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | BBG000BW05W9 | 1351 | 11 | SH |  | SOLE |  | 11 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG000CGC9C4 | 302560000 | 1220000 | SH | Put | SOLE |  | 1220000 | 0 | 0 |
| ISHARES TR | INDIA 50 ETF | 464289529 | BBG000PW4R43 | 358195 | 8480 | SH |  | SOLE |  | 8480 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | BBG002DMN3L7 | 7855068 | 167700 | SH |  | SOLE |  | 167700 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG000DMBXR2 | 358478378 | 1218651 | SH |  | SOLE |  | 1164296 | 0 | 54355 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | BBG01163M5L4 | 71138097 | 5312778 | SH |  | SOLE |  | 5312778 | 0 | 0 |
| KARMAN HLDGS INC | COMMON STOCK | 485924104 | BBG01RXK1PK9 | 21419299 | 267574 | SH |  | SOLE |  | 267574 | 0 | 0 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | BBG00NNN9QQ8 | 28598057 | 386095 | SH |  | SOLE |  | 381209 | 0 | 4886 |
| KE HLDGS INC | SPONSORED ADS | 482497104 | BBG00W9L9LX1 | 57687748 | 3853557 | SH |  | SOLE |  | 3853557 | 0 | 0 |
| KINGSOFT CLOUD HLDGS LTD | ADS | 49639K101 | BBG00R6T4PQ2 | 31415385 | 2351451 | SH |  | SOLE |  | 2351451 | 0 | 0 |
| KODIAK SCIENCES INC | COM | 50015M109 | BBG00BVR0D02 | 26315075 | 690322 | SH |  | SOLE |  | 612389 | 0 | 77933 |
| KONINKLIJKE PHILIPS N V | NY REGIS SHS NEW | 500472303 | BBG000BR4QW0 | 3356801 | 122511 | SH |  | SOLE |  | 122511 | 0 | 0 |
| KOREA ELEC PWR CORP | SPONSORED ADR | 500631106 | BBG000BCWG90 | 2029813 | 142443 | SH |  | SOLE |  | 142443 | 0 | 0 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | BBG0086KNBP4 | 36120495 | 2463881 | SH |  | SOLE |  | 2186786 | 0 | 277095 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 | BBG000C1HQ43 | 68962376 | 978051 | SH |  | SOLE |  | 701174 | 0 | 276877 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | BBG000BLGFJ9 | 608583072 | 1763242 | SH |  | SOLE |  | 1657053 | 0 | 106189 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG000BNFLM9 | 1074638438 | 5029666 | SH |  | SOLE |  | 4698341 | 0 | 331325 |
| LAMAR ADVERTISING CO | CL A | 512816109 | BBG000FGMKY1 | 58861689 | 464722 | SH |  | SOLE |  | 265261 | 0 | 199461 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG000C2D1C1 | 278667880 | 3004182 | SH |  | SOLE |  | 2613935 | 0 | 390247 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | BBG00TTGH5W4 | 40783688 | 2254488 | SH |  | SOLE |  | 2022880 | 0 | 231608 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | BBG01HLMBCG3 | 181941256 | 2139982 | SH |  | SOLE |  | 1979989 | 0 | 159993 |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | BBG00B0JR9M0 | 35287192 | 3945230 | SH |  | SOLE |  | 3506422 | 0 | 438808 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CC1 | 457075847 | 921970 | SH |  | SOLE |  | 885227 | 0 | 36743 |
| LINEAGE INC | COM | 53566V106 | BBG01NJDR0W4 | 10794125 | 329491 | SH |  | SOLE |  | 194258 | 0 | 135233 |
| LITHIUM ARGENTINA AG | NOTE 1.750% 1/1 | 53680QAA6 | BBG013V3RL41 | 5260115 | 5485000 | PRN |  | SOLE |  | 5485000 | 0 | 0 |
| LIVANOVA PLC | SHS | G5509L101 | BBG009LGHG16 | 134926185 | 2122816 | SH |  | SOLE |  | 1899795 | 0 | 223021 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG000FQ7YR4 | 195876935 | 1284355 | SH |  | SOLE |  | 1197368 | 0 | 86987 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | BBG01M86F4Y6 | 47915981 | 836376 | SH |  | SOLE |  | 603547 | 0 | 232829 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG000C1BW00 | 56003986 | 92662 | SH |  | SOLE |  | 92662 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG000C1BW00 | 61406024 | 101600 | SH | Put | SOLE |  | 101600 | 0 | 0 |
| LUXFER HLDGS PLC | SHS | G5698W116 | BBG0029SH078 | 18326820 | 1504665 | SH |  | SOLE |  | 1504665 | 0 | 0 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | BBG000LJQ3H1 | 232542690 | 1047159 | SH |  | SOLE |  | 863194 | 0 | 183965 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | BBG000QS6NV8 | 96077684 | 183540 | SH |  | SOLE |  | 143826 | 0 | 39714 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | BBG000BB34J0 | 115255112 | 3090778 | SH |  | SOLE |  | 3090778 | 0 | 0 |
| MAREX GROUP PLC | ORD | G5S37H101 | BBG001VHP597 | 54248644 | 1216883 | SH |  | SOLE |  | 996010 | 0 | 220873 |
| MARSH  MCLENNAN COS INC | COM | 571748102 | BBG000BP4MH0 | 845717397 | 4875857 | SH |  | SOLE |  | 4497862 | 0 | 377995 |
| MARTIN MIDSTREAM PRTNRS L P | UNIT L P INT | 573331105 | BBG000NMJFC8 | 317221 | 114935 | SH |  | SOLE |  | 114935 | 0 | 0 |
| MASCO CORP | COM | 574599106 | BBG000BNNKG9 | 14805803 | 245251 | SH |  | SOLE |  | 139960 | 0 | 105291 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG000F1ZSQ2 | 35150082 | 70348 | SH |  | SOLE |  | 70348 | 0 | 0 |
| MDA SPACE LTD | COM | 55293N109 | BBG00ZS4RR13 | 32761126 | 1293000 | SH |  | SOLE |  | 1147800 | 0 | 145200 |
| MEDLINE INC | COM CL A | 58507V107 | BBG01Y6778L4 | 295010223 | 6629443 | SH |  | SOLE |  | 6208892 | 0 | 420551 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG000BNWG87 | 115129775 | 1328676 | SH |  | SOLE |  | 1328676 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 | BBG000GQPB11 | 244237907 | 141258 | SH |  | SOLE |  | 140881 | 0 | 377 |
| MERCK  CO INC | COM | 58933Y105 | BBG000BPD168 | 127731019 | 1061859 | SH |  | SOLE |  | 1061859 | 0 | 0 |
| MERCURY SYS INC | COM | 589378108 | BBG000BX5GS3 | 25829461 | 354265 | SH |  | SOLE |  | 256980 | 0 | 97285 |
| META PLATFORMS INC | CL A | 30303M102 | BBG000MM2P62 | 1340312931 | 2342672 | SH |  | SOLE |  | 2158388 | 0 | 184284 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | BBG000C2BXK4 | 17475678 | 472188 | SH |  | SOLE |  | 472188 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG000C5Z1S3 | 46183742 | 136703 | SH |  | SOLE |  | 136703 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG000BPH459 | 516757 | 1396 | SH |  | SOLE |  | 1396 | 0 | 0 |
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | BBG019X46Z37 | 6598312 | 960453 | SH |  | SOLE |  | 857542 | 0 | 102911 |
| MODINE MFG CO | COM | 607828100 | BBG000BP7CL4 | 214086292 | 987893 | SH |  | SOLE |  | 765575 | 0 | 222318 |
| MOELIS  CO | CL A | 60786M105 | BBG000RNBH63 | 7318743 | 128399 | SH |  | SOLE |  | 75695 | 0 | 52704 |
| MONGODB INC | CL A | 60937P106 | BBG0022FDRY8 | 300374506 | 1227170 | SH |  | SOLE |  | 1160809 | 0 | 66361 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG000C30L48 | 164957133 | 150873 | SH |  | SOLE |  | 140029 | 0 | 10844 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG000BLZRJ2 | 95253774 | 578804 | SH |  | SOLE |  | 578804 | 0 | 0 |
| NATERA INC | COM | 632307104 | BBG001J1BQ86 | 3701615 | 18509 | SH |  | SOLE |  | 18509 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 | BBG000CL9VN6 | 35083885 | 364887 | SH |  | SOLE |  | 364887 | 0 | 0 |
| NEWS CORP NEW | CL A | 65249B109 | BBG0035LY913 | 33535362 | 1345181 | SH |  | SOLE |  | 786159 | 0 | 559022 |
| NEWS CORP NEW | CL B | 65249B208 | BBG0035M2ZB7 | 627 | 22 | SH |  | SOLE |  | 22 | 0 | 0 |
| NICE LTD | SPONSORED ADR | 653656108 | BBG000KC17R4 | 128045489 | 1161305 | SH |  | SOLE |  | 1031107 | 0 | 130198 |
| NLIGHT INC | COM | 65487K100 | BBG0020BCPX5 | 61455358 | 1077786 | SH |  | SOLE |  | 781653 | 0 | 296133 |
| NNN REIT INC | COM | 637417106 | BBG000CLP0Y4 | 38544662 | 917075 | SH |  | SOLE |  | 536267 | 0 | 380808 |
| NOKIA CORP | SPONSORED ADR | 654902204 | BBG000BNGBW9 | 734036185 | 91298033 | SH |  | SOLE |  | 89979513 | 0 | 1318520 |
| NOV INC | COM | 62955J103 | BBG000BJX8C8 | 47947330 | 2549034 | SH |  | SOLE |  | 1486942 | 0 | 1062092 |
| NOVANTA INC | COM | 67000B104 | BBG000JB24Q5 | 20783462 | 175967 | SH |  | SOLE |  | 153942 | 0 | 22025 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | BBG0136WM1M4 | 134157328 | 9335931 | SH |  | SOLE |  | 9311624 | 0 | 24307 |
| NVENT ELEC PLC | SHS | G6700G107 | BBG00GNT7999 | 52222158 | 441513 | SH |  | SOLE |  | 257231 | 0 | 184282 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 365899048 | 2098045 | SH |  | SOLE |  | 2098045 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG000BND699 | 126488062 | 642528 | SH |  | SOLE |  | 642528 | 0 | 0 |
| OCULAR THERAPEUTIX INC | COM | 67576A100 | BBG001J1BZV0 | 7647826 | 902931 | SH |  | SOLE |  | 807811 | 0 | 95120 |
| OGE ENERGY CORP | COM | 670837103 | BBG000BQGLS5 | 57074031 | 1190034 | SH |  | SOLE |  | 693635 | 0 | 496399 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | BBG0098VVDT9 | 42602003 | 462864 | SH |  | SOLE |  | 336483 | 0 | 126381 |
| OMNICOM GROUP INC | COM | 681919106 | BBG000BS9489 | 32652383 | 433573 | SH |  | SOLE |  | 247777 | 0 | 185796 |
| ONTO INNOVATION INC | COM | 683344105 | BBG000BPRN29 | 37329097 | 182031 | SH |  | SOLE |  | 132575 | 0 | 49456 |
| ORACLE CORP | COM | 68389X105 | BBG000BQLTW7 | 141788149 | 963824 | SH |  | SOLE |  | 912122 | 0 | 51702 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | BBG00RP60KV0 | 31550617 | 409323 | SH |  | SOLE |  | 238942 | 0 | 170381 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG000N7QR55 | 22831968 | 156084 | SH |  | SOLE |  | 156084 | 0 | 0 |
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 | BBG0055C3N57 | 24156671 | 193796 | SH |  | SOLE |  | 173633 | 0 | 20163 |
| PARKER-HANNIFIN CORP | COM | 701094104 | BBG000BR3KL6 | 111275646 | 124297 | SH |  | SOLE |  | 124297 | 0 | 0 |
| PARSONS CORP DEL | COM | 70202L102 | BBG000C3TKY6 | 5392461 | 99547 | SH |  | SOLE |  | 71492 | 0 | 28055 |
| PAYCHEX INC | COM | 704326107 | BBG000BQSQ38 | 27605048 | 299664 | SH |  | SOLE |  | 171017 | 0 | 128647 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | BBG00CNYBQ76 | 56529298 | 2651468 | SH |  | SOLE |  | 1512196 | 0 | 1139272 |
| PG CORP | COM | 69331C108 | BBG000BQWPC5 | 2247344 | 127908 | SH |  | SOLE |  | 127908 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG000J2XL74 | 172138119 | 1041116 | SH |  | SOLE |  | 1041116 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | BBG000BRD0D8 | 135402082 | 650690 | SH |  | SOLE |  | 650690 | 0 | 0 |
| POLARIS INC | COM | 731068102 | BBG000D5S4M0 | 31875143 | 584865 | SH |  | SOLE |  | 340806 | 0 | 244059 |
| PPL CORP | COM | 69351T106 | BBG000BRJL00 | 208687 | 5463 | SH |  | SOLE |  | 5463 | 0 | 0 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | BBG009KD84H4 | 29695598 | 1187349 | SH |  | SOLE |  | 914015 | 0 | 273334 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | BBG0026ZJ304 | 49402071 | 866703 | SH |  | SOLE |  | 616896 | 0 | 249807 |
| PROGRESSIVE CORP | COM | 743315103 | BBG000BR37X2 | 1032632953 | 5209004 | SH |  | SOLE |  | 4806610 | 0 | 402394 |
| PROSPERITY BANCSHARES INC | COM | 743606105 | BBG000BHY4D9 | 45389898 | 675646 | SH |  | SOLE |  | 393210 | 0 | 282436 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 | BBG000BPPN67 | 29871834 | 110277 | SH |  | SOLE |  | 64474 | 0 | 45803 |
| RADWARE LTD | ORD | M81873107 | BBG000BKWR89 | 72371578 | 2749680 | SH |  | SOLE |  | 2441463 | 0 | 308217 |
| RALLIANT CORP | COM | 750940108 | BBG01V4YRP24 | 28875272 | 694284 | SH |  | SOLE |  | 403697 | 0 | 290587 |
| RAYMOND JAMES FINL INC | COM | 754730109 | BBG000BS73J1 | 28330480 | 195666 | SH |  | SOLE |  | 111662 | 0 | 84004 |
| RBC BEARINGS INC | COM | 75524B104 | BBG000GMGNB3 | 312959060 | 576225 | SH |  | SOLE |  | 535504 | 0 | 40721 |
| REDDIT INC | CL A | 75734B100 | BBG005K1D4S0 | 80052625 | 594524 | SH |  | SOLE |  | 566801 | 0 | 27723 |
| REPLIGEN CORP | COM | 759916109 | BBG000BS48J3 | 22397582 | 190100 | SH |  | SOLE |  | 130875 | 0 | 59225 |
| REVVITY INC | COM | 714046109 | BBG000FXW512 | 27366736 | 312370 | SH |  | SOLE |  | 181775 | 0 | 130595 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | BBG007DLZ601 | 33976483 | 390669 | SH |  | SOLE |  | 283220 | 0 | 107449 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXN8 | 65806291 | 949586 | SH |  | SOLE |  | 904291 | 0 | 45295 |
| ROBLOX CORP | CL A | 771049103 | BBG001R1GCT0 | 328749235 | 5812398 | SH |  | SOLE |  | 5498303 | 0 | 314095 |
| ROCKET COS INC | COM CL A | 77311W101 | BBG00VY1MYW7 | 74071258 | 5197983 | SH |  | SOLE |  | 4918987 | 0 | 278996 |
| ROCKET LAB CORP | COM | 773121108 | BBG01V7JN3F3 | 45474268 | 708101 | SH |  | SOLE |  | 675024 | 0 | 33077 |
| RTX CORPORATION | COM | 75513E101 | BBG000BW8S60 | 438694916 | 2274209 | SH |  | SOLE |  | 2169485 | 0 | 104724 |
| RXSIGHT INC | COM | 78349D107 | BBG00THX1YN4 | 12681493 | 2058684 | SH |  | SOLE |  | 1856861 | 0 | 201823 |
| S GLOBAL INC | COM | 78409V104 | BBG000BP1Q11 | 72688479 | 170895 | SH |  | SOLE |  | 161709 | 0 | 9186 |
| SAILPOINT INC | COM | 78781J109 | BBG01RW30Q09 | 22596059 | 1706651 | SH |  | SOLE |  | 1235250 | 0 | 471401 |
| SALESFORCE INC | COM | 79466L302 | BBG000BN2DC2 | 148503265 | 795539 | SH |  | SOLE |  | 795539 | 0 | 0 |
| SCHEIN HENRY INC | COM | 806407102 | BBG000BNMMJ3 | 484431795 | 6573023 | SH |  | SOLE |  | 6033282 | 0 | 539741 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG000BSLZY7 | 1640049491 | 17451048 | SH |  | SOLE |  | 16091821 | 0 | 1359227 |
| SEA LTD | SPONSORD ADS | 81141R100 | BBG00HTBWMG5 | 443403081 | 5354463 | SH |  | SOLE |  | 5164879 | 0 | 189584 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | BBG0113JGQF0 | 32700991 | 83472 | SH |  | SOLE |  | 83472 | 0 | 0 |
| SEMTECH CORP | COM | 816850101 | BBG000DBKR53 | 119797246 | 1558034 | SH |  | SOLE |  | 1413280 | 0 | 144754 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | BBG00JPGYW43 | 261633073 | 7428537 | SH |  | SOLE |  | 7318715 | 0 | 109822 |
| SERVICETITAN INC | SHS CL A | 81764X103 | BBG009DVYCT2 | 36417092 | 573859 | SH |  | SOLE |  | 412419 | 0 | 161440 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG008HBD923 | 517433569 | 4362111 | SH |  | SOLE |  | 4155883 | 0 | 206228 |
| SILGAN HLDGS INC | COM | 827048109 | BBG000BPDDB6 | 31660140 | 815983 | SH |  | SOLE |  | 475061 | 0 | 340922 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | BBG009T22D49 | 111409711 | 836975 | SH |  | SOLE |  | 694868 | 0 | 142107 |
| SITIME CORP | COM | 82982T106 | BBG00QNSY1H7 | 67690860 | 196007 | SH |  | SOLE |  | 173620 | 0 | 22387 |
| SLB LIMITED | COM STK | 806857108 | BBG000BT41Q8 | 194555294 | 3785859 | SH |  | SOLE |  | 3785859 | 0 | 0 |
| SNAP ON INC | COM | 833034101 | BBG000BT7JW9 | 53882234 | 148346 | SH |  | SOLE |  | 109748 | 0 | 38598 |
| SNOWFLAKE INC | COM SHS | 833445109 | BBG007DHGNJ4 | 99953542 | 662734 | SH |  | SOLE |  | 662734 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BBZY6 | 83644915 | 1638490 | SH |  | SOLE |  | 1472824 | 0 | 165666 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | BBG000PXGT62 | 342199680 | 4629325 | SH |  | SOLE |  | 4385281 | 0 | 244044 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFC2 | 633315352 | 1306047 | SH |  | SOLE |  | 1228898 | 0 | 77149 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | BBG000BTGCV5 | 56050780 | 280338 | SH |  | SOLE |  | 193009 | 0 | 87329 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG000BDTBL9 | 292653000 | 450000 | SH | Put | SOLE |  | 450000 | 0 | 0 |
| STEVANATO GROUP S P A | ORD SHS | T9224W109 | BBG001RY95L9 | 31488325 | 2290060 | SH |  | SOLE |  | 1856519 | 0 | 433541 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | BBG00JPCBPG9 | 10272420 | 315492 | SH |  | SOLE |  | 282845 | 0 | 32647 |
| STRYKER CORPORATION | COM | 863667101 | BBG000DN7P92 | 4063344 | 12366 | SH |  | SOLE |  | 12366 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | BBG000BC1LY5 | 1141962692 | 17262055 | SH |  | SOLE |  | 17013176 | 0 | 248879 |
| SYSCO CORP | COM | 871829107 | BBG000BTVJ25 | 30370459 | 425774 | SH |  | SOLE |  | 248915 | 0 | 176859 |
| T-MOBILE US INC | COM | 872590104 | BBG000NDV1D4 | 14349880 | 68323 | SH |  | SOLE |  | 68323 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 402889458 | 1192157 | SH |  | SOLE |  | 1192157 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 89725725 | 265500 | SH | Call | SOLE |  | 265500 | 0 | 0 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | BBG00RB9BNQ7 | 21557586 | 307307 | SH |  | SOLE |  | 275068 | 0 | 32239 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | BBG000BMT9T6 | 112791353 | 186429 | SH |  | SOLE |  | 173031 | 0 | 13398 |
| TEXAS INSTRS INC | COM | 882508104 | BBG000BVV7G1 | 158542295 | 816639 | SH |  | SOLE |  | 816639 | 0 | 0 |
| TEXAS ROADHOUSE INC | COM | 882681109 | BBG000PSJMV7 | 83553456 | 505955 | SH |  | SOLE |  | 466999 | 0 | 38956 |
| THE BALDWIN INSURANCE GRP IN | COM CL A | 05589G102 | BBG00QDCHF36 | 26722262 | 1217970 | SH |  | SOLE |  | 879743 | 0 | 338227 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG000BVDLH9 | 153761398 | 312822 | SH |  | SOLE |  | 312822 | 0 | 0 |
| TOPBUILD COR | COM | 89055F103 | BBG0077VS2C0 | 91555449 | 260619 | SH |  | SOLE |  | 242495 | 0 | 18124 |
| TRADEWEB MKTS INC | CL A | 892672106 | BBG00NK8H8T2 | 62454084 | 530801 | SH |  | SOLE |  | 491086 | 0 | 39715 |
| TRAEGER INC | COM NEW | 89269P202 | BBG011PTS772 | 1160000 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | BBG006KDCHJ4 | 302596753 | 6367777 | SH |  | SOLE |  | 5404175 | 0 | 963602 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | BBG000BVWZF9 | 181582330 | 530353 | SH |  | SOLE |  | 496342 | 0 | 34011 |
| TYSON FOODS INC | CL A | 902494103 | BBG000DKCC19 | 47328957 | 738707 | SH |  | SOLE |  | 431965 | 0 | 306742 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | BBG01B6SGB59 | 43359516 | 970663 | SH |  | SOLE |  | 566222 | 0 | 404441 |
| UGI CORP NEW | COM | 902681105 | BBG000BVYN55 | 43770940 | 1201838 | SH |  | SOLE |  | 700807 | 0 | 501031 |
| UNION PAC CORP | COM | 907818108 | BBG000BW3299 | 152113763 | 626963 | SH |  | SOLE |  | 626963 | 0 | 0 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | BBG000L9CV04 | 139437221 | 1417333 | SH |  | SOLE |  | 1417333 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 | BBG00C6H6D40 | 278493026 | 3020204 | SH |  | SOLE |  | 2804591 | 0 | 215613 |
| VAALCO ENERGY INC | COM NEW | 91851C201 | BBG000BTBH21 | 936817 | 147763 | SH |  | SOLE |  | 147763 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 | BBG000BCMWM1 | 34630873 | 269879 | SH |  | SOLE |  | 157720 | 0 | 112159 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | BBG000PTYMS2 | 34174188 | 284690 | SH |  | SOLE |  | 123800 | 0 | 160890 |
| VANECK ETF TRUST | VANECK VIETNAM | 92189F817 | BBG000NWYK65 | 4967416 | 286968 | SH |  | SOLE |  | 286968 | 0 | 0 |
| VAXCYTE INC | COM | 92243G108 | BBG009PHHPL8 | 17283774 | 297432 | SH |  | SOLE |  | 215634 | 0 | 81798 |
| VEEVA SYS INC | CL A COM | 922475108 | BBG001CGB489 | 60497304 | 344400 | SH |  | SOLE |  | 344400 | 0 | 0 |
| VENTURE GLOBAL INC | COM CL A | 92333F101 | BBG01RGY23K6 | 8030256 | 509534 | SH |  | SOLE |  | 509534 | 0 | 0 |
| VERACYTE INC | COM | 92337F107 | BBG001J2M542 | 177038065 | 5496370 | SH |  | SOLE |  | 4889589 | 0 | 606781 |
| VERALTO CORP | COM SHS | 92338C103 | BBG019Q32XJ9 | 32909836 | 372199 | SH |  | SOLE |  | 212433 | 0 | 159766 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | BBG004YZ9G29 | 159982491 | 2177225 | SH |  | SOLE |  | 2053706 | 0 | 123519 |
| VISA INC | COM CL A | 92826C839 | BBG000PSKYX7 | 279425716 | 924516 | SH |  | SOLE |  | 924516 | 0 | 0 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | BBG00PMMBQS1 | 62400860 | 826830 | SH |  | SOLE |  | 816477 | 0 | 10353 |
| VITA COCO CO INC | COM | 92846Q107 | BBG012QFVSL3 | 51829565 | 1081811 | SH |  | SOLE |  | 788365 | 0 | 293446 |
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSJR4 | 51072863 | 1439889 | SH |  | SOLE |  | 837498 | 0 | 602391 |
| VSE CORP | COM | 918284100 | BBG000BWJYL8 | 104159262 | 564855 | SH |  | SOLE |  | 403122 | 0 | 161733 |
| WARBY PARKER INC | CL A COM | 93403J106 | BBG005DWN8K8 | 28276003 | 1342003 | SH |  | SOLE |  | 965970 | 0 | 376033 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | BBG00RP2T9T6 | 37709555 | 1476490 | SH |  | SOLE |  | 859328 | 0 | 617162 |
| WATERS CORP | COM | 941848103 | BBG000FQRVM3 | 159196643 | 534576 | SH |  | SOLE |  | 478127 | 0 | 56449 |
| WAYSTAR HLDG CORP | COM | 946784105 | BBG01JRQSDB9 | 106286617 | 4408404 | SH |  | SOLE |  | 3853625 | 0 | 554779 |
| WELLS FARGO  CO | COM | 949746101 | BBG000BWQFY7 | 184280989 | 2314797 | SH |  | SOLE |  | 2314797 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 | BBG000BWQFY7 | 106995840 | 1344000 | SH | Call | SOLE |  | 1344000 | 0 | 0 |
| WESCO INTL INC | COM | 95082P105 | BBG000D0FNV3 | 123131401 | 450009 | SH |  | SOLE |  | 422299 | 0 | 27710 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | BBG000BX24N8 | 666174221 | 2657893 | SH |  | SOLE |  | 2498071 | 0 | 159822 |
| WILLIAMS COS INC | COM | 969457100 | BBG000BWVCP8 | 336379335 | 4621865 | SH |  | SOLE |  | 4373772 | 0 | 248093 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | BBG000DB3KT1 | 1100769562 | 3786617 | SH |  | SOLE |  | 3732320 | 0 | 54297 |
| WINGSTOP INC | COM | 974155103 | BBG008N298Y8 | 72910764 | 470483 | SH |  | SOLE |  | 406246 | 0 | 64237 |
| WOODWARD INC | COM | 980745103 | BBG000BD53V2 | 504432318 | 1409344 | SH |  | SOLE |  | 1327185 | 0 | 82159 |
| XYLEM INC | COM | 98419M100 | BBG001D8R5D0 | 271888076 | 2275214 | SH |  | SOLE |  | 2158858 | 0 | 116356 |
| YORK SPACE SYSTEMS INC | COM | 987084100 | BBG01YLLYSD1 | 15646389 | 705746 | SH |  | SOLE |  | 510912 | 0 | 194834 |
| ZSCALER INC | COM | 98980G102 | BBG003338H34 | 54041922 | 385216 | SH |  | SOLE |  | 358771 | 0 | 26445 |

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