# EDGAR Filing Document

**Accession Number:** 0001466153
**File Stem:** 0000950123-25-007551
**Filing Date:** 2025-8
**Character Count:** 43512
**Document Hash:** 11ec876b407dc9106bfff64e8484f880
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000950123-25-007551.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0000950123-25-007551

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**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:** 251203929

**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:** 06-30-2025

**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  08-12-2025<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:** 342

**Form 13F Information Table Value Total:** $68305557275

      (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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG000BBQCY0 | 352900192 | 2486964 | SH |  | SOLE |  | 2140172 | 0 | 346792 |
| AERCAP HOLDINGS NV | SHS | N00985106 | BBG000Q9FZL4 | 46869147 | 400591 | SH |  | SOLE |  | 361760 | 0 | 38831 |
| AGILYSYS INC | COM | 00847J105 | BBG000BR74W6 | 72210704 | 629891 | SH |  | SOLE |  | 570532 | 0 | 59359 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | BBG000QY4ZD0 | 12970868 | 389984 | SH |  | SOLE |  | 355294 | 0 | 34690 |
| AIRBNB INC | COM CL A | 009066101 | BBG001Y2XS07 | 135562082 | 1024347 | SH |  | SOLE |  | 1024347 | 0 | 0 |
| ALIGN TECHNOLOGY INC | COM | 016255101 | BBG000BRNLL2 | 55060761 | 290819 | SH |  | SOLE |  | 200440 | 0 | 90379 |
| ALKERMES PLC | SHS | G01767105 | BBG000C9F2F9 | 44111098 | 1541807 | SH |  | SOLE |  | 1402802 | 0 | 139005 |
| ALLIANT ENERGY CORP | COM | 018802108 | BBG000DW4Q75 | 60383105 | 998563 | SH |  | SOLE |  | 694034 | 0 | 304529 |
| ALLIED GOLD CORP | COM NEW | 01921D204 | BBG01J3PPY06 | 976986 | 72733 | SH |  | SOLE |  | 72733 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB30 | 152574203 | 860106 | SH |  | SOLE |  | 860106 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JX6 | 1425094821 | 8086562 | SH |  | SOLE |  | 7480891 | 0 | 605671 |
| ALTRIA GROUP INC | COM | 02209S103 | BBG000BP6LJ8 | 35711064 | 609092 | SH |  | SOLE |  | 609092 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG000BVPV84 | 984951186 | 4489499 | SH |  | SOLE |  | 3684850 | 0 | 804649 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG000BCQZS4 | 1473966070 | 4620873 | SH |  | SOLE |  | 4261328 | 0 | 359545 |
| AMRIZE LTD | SHS | H2927K103 | BBG01T2JZXN5 | 37041350 | 747555 | SH |  | SOLE |  | 513859 | 0 | 233696 |
| ANALOG DEVICES INC | COM | 032654105 | BBG000BB6G37 | 123506436 | 518891 | SH |  | SOLE |  | 438262 | 0 | 80629 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | BBG01HGVLP51 | 38967317 | 855109 | SH |  | SOLE |  | 855109 | 0 | 0 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | BBG000RYC984 | 29390376 | 427683 | SH |  | SOLE |  | 333257 | 0 | 94426 |
| AON PLC | SHS CL A | G0403H108 | BBG00SSQFPK6 | 776325814 | 2176045 | SH |  | SOLE |  | 1886885 | 0 | 289160 |
| API GROUP CORP | COM STK | 00187Y100 | BBG00HXKRGY9 | 249029302 | 4878145 | SH |  | SOLE |  | 4307349 | 0 | 570796 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFK3 | 16019109 | 112914 | SH |  | SOLE |  | 112914 | 0 | 0 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG00ZNLTFK3 | 40177584 | 283200 | SH | Call | SOLE |  | 283200 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG000B9XRY4 | 199012643 | 969989 | SH |  | SOLE |  | 834266 | 0 | 135723 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | BBG000BBHHP9 | 75039974 | 322822 | SH |  | SOLE |  | 243759 | 0 | 79063 |
| ARAMARK | COM | 03852U106 | BBG001KY4N87 | 17787381 | 424824 | SH |  | SOLE |  | 424824 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | BBG000HXNN20 | 2170021055 | 23833290 | SH |  | SOLE |  | 23311909 | 0 | 521381 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | BBG0068KVV91 | 86332233 | 498454 | SH |  | SOLE |  | 468807 | 0 | 29647 |
| ARGENX SE | SPONSORED ADR | 04016X101 | BBG00GHB88X9 | 1295243527 | 2349776 | SH |  | SOLE |  | 2010189 | 0 | 339587 |
| ARIS MNG CORP | COM | 04040Y109 | BBG000K0VQL1 | 7444463 | 1107807 | SH |  | SOLE |  | 1107807 | 0 | 0 |
| ARIS WATER SOLUTIONS INC | CLASS A COM | 04041L106 | BBG012PPXMR7 | 44213982 | 1869513 | SH |  | SOLE |  | 1321283 | 0 | 548230 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG000N2HDY5 | 131974989 | 1289952 | SH |  | SOLE |  | 1208547 | 0 | 81405 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | BBG01J1GXZF0 | 329065691 | 2034535 | SH |  | SOLE |  | 1871831 | 0 | 162704 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | BBG000BKDWB5 | 50443100 | 211466 | SH |  | SOLE |  | 145856 | 0 | 65610 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | BBG007R7VNC1 | 688747182 | 3990424 | SH |  | SOLE |  | 3314290 | 0 | 676134 |
| ASTERA LABS INC | COM | 04626A103 | BBG00TDKHW99 | 27170667 | 300494 | SH |  | SOLE |  | 227075 | 0 | 73419 |
| ATLASSIAN CORPORATION | CL A | 049468101 | BBG01BGWHFR5 | 787610031 | 3878133 | SH |  | SOLE |  | 3373801 | 0 | 504332 |
| AUTOZONE INC | COM | 053332102 | BBG000C7LMS8 | 207699269 | 55950 | SH |  | SOLE |  | 52628 | 0 | 3322 |
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | BBG00FQ7LXW1 | 25047494 | 881954 | SH |  | SOLE |  | 800067 | 0 | 81887 |
| AXALTA COATING SYS LTD | COM | G0750C108 | BBG0060CPLJ5 | 13047983 | 439474 | SH |  | SOLE |  | 439474 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 | BBG000BHJWG1 | 81605906 | 98565 | SH |  | SOLE |  | 98565 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 | BBG000BHJWG1 | 84863850 | 102500 | SH | Put | SOLE |  | 102500 | 0 | 0 |
| B2GOLD CORP | COM | 11777Q209 | BBG000TPV2Y6 | 554589 | 153400 | SH |  | SOLE |  | 153400 | 0 | 0 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | BBG00GBVBK51 | 639423708 | 16677718 | SH |  | SOLE |  | 15451921 | 0 | 1225797 |
| BANK AMERICA CORP | COM | 060505104 | BBG000BCTLF6 | 140079267 | 2960255 | SH |  | SOLE |  | 2960255 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 | BBG000BD8PN9 | 1439830828 | 15803214 | SH |  | SOLE |  | 14551616 | 0 | 1251598 |
| BAXTER INTL INC | COM | 071813109 | BBG000BCVJ77 | 151458683 | 5001938 | SH |  | SOLE |  | 4433578 | 0 | 568360 |
| BEONE MEDICINES LTD | SPONSORED ADS | 07725L102 | BBG00B6WF7T5 | 65395937 | 270153 | SH |  | SOLE |  | 244811 | 0 | 25342 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG000DWG505 | 1260939421 | 2595754 | SH |  | SOLE |  | 2436428 | 0 | 159326 |
| BICARA THERAPEUTICS INC | COM | 055477103 | BBG00Z15DGK7 | 3741687 | 402765 | SH |  | SOLE |  | 365581 | 0 | 37184 |
| BIO RAD LABS INC | CL A | 090572207 | BBG000DY28W5 | 28523541 | 118198 | SH |  | SOLE |  | 81310 | 0 | 36888 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 | BBG01J9M42H2 | 37943403 | 771521 | SH |  | SOLE |  | 680634 | 0 | 90887 |
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG000BLBVN4 | 139306482 | 24063 | SH |  | SOLE |  | 24063 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG000C0LW92 | 914939969 | 8518201 | SH |  | SOLE |  | 7330150 | 0 | 1188051 |
| BRIDGEBIO PHARMA INC | COM | 10806X102 | BBG00P9KDZK6 | 13743633 | 318287 | SH |  | SOLE |  | 288447 | 0 | 29840 |
| BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | BBG003LFWP05 | 222136711 | 1797368 | SH |  | SOLE |  | 1492233 | 0 | 305135 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5S69 | 88948120 | 322685 | SH |  | SOLE |  | 322685 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | BBG000D86F25 | 183859024 | 1276267 | SH |  | SOLE |  | 1140669 | 0 | 135598 |
| CABLE ONE INC | COM | 12685J105 | BBG000F02T51 | 9772888 | 71960 | SH |  | SOLE |  | 49600 | 0 | 22360 |
| CABLE ONE INC | NOTE  1.125% 3/1 | 12685JAG0 | BBG00ZHF6BH1 | 74284 | 97000 | PRN |  | SOLE |  | 97000 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG000C13CD9 | 150137151 | 487221 | SH |  | SOLE |  | 487221 | 0 | 0 |
| CAE INC | COM | 124765108 | BBG000BXWF96 | 104094992 | 3549501 | SH |  | SOLE |  | 3217851 | 0 | 331650 |
| CALIX INC | COM | 13100M509 | BBG000PXJB68 | 64077089 | 1204683 | SH |  | SOLE |  | 1091210 | 0 | 113473 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG000BGKTF9 | 53297018 | 250503 | SH |  | SOLE |  | 250503 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG000BGKTF9 | 36722376 | 172600 | SH | Call | SOLE |  | 172600 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | BBG00RP5HYS8 | 362490894 | 4952738 | SH |  | SOLE |  | 4247696 | 0 | 705042 |
| CAVA GROUP INC | COM | 148929102 | BBG00GBR8753 | 13936864 | 165462 | SH |  | SOLE |  | 127391 | 0 | 38071 |
| CBRE GROUP INC | CL A | 12504L109 | BBG000C04224 | 518162779 | 3697993 | SH |  | SOLE |  | 3278126 | 0 | 419867 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | BBG00WNSJM49 | 292233234 | 31055604 | SH |  | SOLE |  | 26107637 | 0 | 4947967 |
| CDW CORP | COM | 12514G108 | BBG001P63B80 | 50726168 | 284037 | SH |  | SOLE |  | 195610 | 0 | 88427 |
| CELCUITY INC | COM | 15102K100 | BBG00HKBW045 | 5362401 | 401678 | SH |  | SOLE |  | 366831 | 0 | 34847 |
| CENCORA INC | COM | 03073E105 | BBG000MDCQC2 | 411888353 | 1373648 | SH |  | SOLE |  | 1215346 | 0 | 158302 |
| CENTENE CORP DEL | COM | 15135B101 | BBG000BDXCJ5 | 43606652 | 803365 | SH |  | SOLE |  | 543162 | 0 | 260203 |
| CENTERRA GOLD INC | COM | 152006102 | BBG000QWM2M7 | 318682 | 44200 | SH |  | SOLE |  | 44200 | 0 | 0 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | BBG000K82ZT8 | 30257044 | 136755 | SH |  | SOLE |  | 136755 | 0 | 0 |
| CHEWY INC | CL A | 16679L109 | BBG00P19DKZ6 | 21427972 | 502768 | SH |  | SOLE |  | 249349 | 0 | 253419 |
| CITIGROUP INC | COM NEW | 172967424 | BBG000FY4S11 | 985574092 | 11578643 | SH |  | SOLE |  | 10684093 | 0 | 894550 |
| CLEARWATER ANALYTICS HLDGS I | CL A | 185123106 | BBG012C765L4 | 38848184 | 1771463 | SH |  | SOLE |  | 1151147 | 0 | 620316 |
| CLOUDFLARE INC | CL A COM | 18915M107 | BBG001WMKHH5 | 151414189 | 773192 | SH |  | SOLE |  | 727609 | 0 | 45583 |
| CME GROUP INC | COM | 12572Q105 | BBG000BHLYP4 | 91225810 | 330984 | SH |  | SOLE |  | 330984 | 0 | 0 |
| CNH INDL N V | SHS | N20944109 | BBG0059JSF49 | 427044947 | 32950999 | SH |  | SOLE |  | 32364226 | 0 | 586773 |
| COCA COLA CO | COM | 191216100 | BBG000BMX289 | 154634950 | 2185653 | SH |  | SOLE |  | 2185653 | 0 | 0 |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | BBG000BH2VW3 | 58340762 | 446449 | SH |  | SOLE |  | 316393 | 0 | 130056 |
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFT2L4 | 145357375 | 4072776 | SH |  | SOLE |  | 4072776 | 0 | 0 |
| COMFORT SYS USA INC | COM | 199908104 | BBG000BWN2Y9 | 114551079 | 213631 | SH |  | SOLE |  | 201053 | 0 | 12578 |
| COMPANIA DE MINAS BUENAVENTU | SPONSORED ADR | 204448104 | BBG000GPXR82 | 19989314 | 1217376 | SH |  | SOLE |  | 1200523 | 0 | 16853 |
| CONFLUENT INC | CLASS A COM | 20717M103 | BBG007HWGYQ5 | 43463535 | 1743423 | SH |  | SOLE |  | 1317904 | 0 | 425519 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRNP7 | 60839292 | 188497 | SH |  | SOLE |  | 188497 | 0 | 0 |
| COPA HOLDINGS SA | CL A | P31076105 | BBG000C29813 | 23592194 | 214533 | SH |  | SOLE |  | 211561 | 0 | 2972 |
| COREBRIDGE FINL INC | COM | 21871X109 | BBG016HJ8729 | 56441699 | 1589907 | SH |  | SOLE |  | 1092898 | 0 | 497009 |
| CREDICORP LTD | COM | G2519Y108 | BBG000FKX7Z8 | 27829581 | 124506 | SH |  | SOLE |  | 122787 | 0 | 1719 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKS03 | 204418699 | 401364 | SH |  | SOLE |  | 401364 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | BBG006Q52QV2 | 26692956 | 65604 | SH |  | SOLE |  | 59480 | 0 | 6124 |
| DANAHER CORPORATION | COM | 235851102 | BBG000BH3JF8 | 528018691 | 2672971 | SH |  | SOLE |  | 2301854 | 0 | 371117 |
| DEXCOM INC | COM | 252131107 | BBG000QTF8K1 | 219924100 | 2519465 | SH |  | SOLE |  | 2370639 | 0 | 148826 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | BBG002PHSYX9 | 97384861 | 708769 | SH |  | SOLE |  | 708769 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG000BH4R78 | 115100502 | 928155 | SH |  | SOLE |  | 928155 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 | BBG000NV1KK7 | 130224604 | 1138526 | SH |  | SOLE |  | 1018681 | 0 | 119845 |
| DOORDASH INC | CL A | 25809K105 | BBG005D7QCJ3 | 294944531 | 1196481 | SH |  | SOLE |  | 1122230 | 0 | 74251 |
| DUOLINGO INC | CL A COM | 26603R106 | BBG003D4V951 | 51798237 | 126331 | SH |  | SOLE |  | 111108 | 0 | 15223 |
| EATON CORP PLC | SHS | G29183103 | BBG000BJ3PD2 | 419862722 | 1176119 | SH |  | SOLE |  | 989511 | 0 | 186608 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | BBG00K4Y2H24 | 18079581 | 1379068 | SH |  | SOLE |  | 1249128 | 0 | 129940 |
| ELASTIC N V | ORD SHS | N14506104 | BBG00LWZDYB9 | 43463007 | 515392 | SH |  | SOLE |  | 377069 | 0 | 138323 |
| ELEVANCE HEALTH INC | COM | 036752103 | BBG000BCG930 | 1429497624 | 3675179 | SH |  | SOLE |  | 3389278 | 0 | 285901 |
| ELI LILLY  CO | COM | 532457108 | BBG000BNBDC2 | 23604168 | 30280 | SH |  | SOLE |  | 30280 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 | BBG000C7P7N2 | 30768868 | 678100 | SH |  | SOLE |  | 545800 | 0 | 132300 |
| EOG RES INC | COM | 26875P101 | BBG000BZ9223 | 145689764 | 1218040 | SH |  | SOLE |  | 1218040 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 | BBG000MBDGM6 | 10648161 | 13386 | SH |  | SOLE |  | 13386 | 0 | 0 |
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | BBG0018F35B8 | 17943449 | 2098649 | SH |  | SOLE |  | 1900461 | 0 | 198188 |
| ETSY INC | COM | 29786A106 | BBG000N7MXL8 | 50032995 | 997468 | SH |  | SOLE |  | 873587 | 0 | 123881 |
| EVEREST GROUP LTD | COM | G3223R108 | BBG000C1XVK6 | 7604144 | 22375 | SH |  | SOLE |  | 22375 | 0 | 0 |
| EVERGY INC | COM | 30034W106 | BBG00H433CR2 | 296950 | 4308 | SH |  | SOLE |  | 4308 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG000QY3XZ2 | 68030668 | 403312 | SH |  | SOLE |  | 277514 | 0 | 125798 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | BBG000BJ5GK2 | 20554832 | 179911 | SH |  | SOLE |  | 123831 | 0 | 56080 |
| FABRINET | SHS | G3323L100 | BBG000HBFQP5 | 99679341 | 338263 | SH |  | SOLE |  | 307337 | 0 | 30926 |
| FAIR ISAAC CORP | COM | 303250104 | BBG000DW76Y6 | 84294547 | 46114 | SH |  | SOLE |  | 43400 | 0 | 2714 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | BBG01NMRD768 | 165421844 | 759687 | SH |  | SOLE |  | 648406 | 0 | 111281 |
| FERRARI N V | COM | N3167Y103 | BBG009PH3Q86 | 66109058 | 134713 | SH |  | SOLE |  | 134713 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 | BBG000BJL3N0 | 34651655 | 842491 | SH |  | SOLE |  | 581589 | 0 | 260902 |
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | BBG000BJCDS3 | 86922049 | 44428 | SH |  | SOLE |  | 30735 | 0 | 13693 |
| FISERV INC | COM | 337738108 | BBG000BJKPG0 | 106606448 | 618331 | SH |  | SOLE |  | 618331 | 0 | 0 |
| FIVE9 INC | COM | 338307101 | BBG001KHJM17 | 25581984 | 966087 | SH |  | SOLE |  | 876407 | 0 | 89680 |
| FLEX LTD | ORD | Y2573F102 | BBG000BP5YT0 | 102256328 | 2048404 | SH |  | SOLE |  | 1729710 | 0 | 318694 |
| FLOOR  DECOR HLDGS INC | CL A | 339750101 | BBG007GJ2F81 | 64449553 | 848467 | SH |  | SOLE |  | 734062 | 0 | 114405 |
| FLOWSERVE CORP | COM | 34354P105 | BBG000FFH4P5 | 36420104 | 695704 | SH |  | SOLE |  | 526392 | 0 | 169312 |
| FTAI AVIATION LTD | SHS | G3730V105 | BBG019M62R45 | 148650892 | 1292167 | SH |  | SOLE |  | 1044498 | 0 | 247669 |
| GALIANO GOLD INC | COM | 36352H100 | BBG000R11130 | 38100 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 | BBG000C4LN67 | 1229809548 | 5892150 | SH |  | SOLE |  | 5787301 | 0 | 104849 |
| GE AEROSPACE | COM NEW | 369604301 | BBG000BK6MB5 | 236123409 | 917376 | SH |  | SOLE |  | 917376 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 | BBG000BK6MB5 | 197186479 | 766100 | SH | Put | SOLE |  | 766100 | 0 | 0 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W31 | 708558308 | 1339050 | SH |  | SOLE |  | 1090978 | 0 | 248072 |
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W31 | 73869340 | 139600 | SH | Put | SOLE |  | 139600 | 0 | 0 |
| GENPACT LIMITED | SHS | G3922B107 | BBG000RQBFV2 | 76066884 | 1728400 | SH |  | SOLE |  | 1199490 | 0 | 528910 |
| GENUINE PARTS CO | COM | 372460105 | BBG000BKL348 | 56815296 | 468348 | SH |  | SOLE |  | 324641 | 0 | 143707 |
| GITLAB INC | CLASS A COM | 37637K108 | BBG00DHTYPH8 | 30654455 | 679549 | SH |  | SOLE |  | 511549 | 0 | 168000 |
| GLAUKOS CORP | COM | 377322102 | BBG000WG2LQ1 | 29667057 | 287221 | SH |  | SOLE |  | 260554 | 0 | 26667 |
| GLOBANT S A | COM | L44385109 | BBG00564Y443 | 13236024 | 145707 | SH |  | SOLE |  | 143709 | 0 | 1998 |
| GLOBE LIFE INC | COM | 37959E102 | BBG000BVD6X4 | 49739739 | 400191 | SH |  | SOLE |  | 272031 | 0 | 128160 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG000C6CFJ5 | 131306027 | 185526 | SH |  | SOLE |  | 185526 | 0 | 0 |
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | BBG011768M53 | 200422453 | 39845418 | SH |  | SOLE |  | 39845418 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | BBG001C7PM75 | 355045886 | 1507946 | SH |  | SOLE |  | 1268096 | 0 | 239850 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | BBG000CZ8W54 | 42382827 | 814741 | SH |  | SOLE |  | 616902 | 0 | 197839 |
| HAMILTON LANE INC | CL A | 407497106 | BBG00FX58Q66 | 36225109 | 254891 | SH |  | SOLE |  | 192361 | 0 | 62530 |
| HARLEY DAVIDSON INC | COM | 412822108 | BBG000BKZTP3 | 3685659 | 156172 | SH |  | SOLE |  | 156172 | 0 | 0 |
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | BBG000NWKS18 | 140217009 | 1828838 | SH |  | SOLE |  | 1828838 | 0 | 0 |
| HEALTHEQUITY INC | COM | 42226A107 | BBG000TYXCT9 | 65123740 | 621647 | SH |  | SOLE |  | 472165 | 0 | 149482 |
| HENRY JACK  ASSOC INC | COM | 426281101 | BBG000BMH2Q7 | 74302108 | 412400 | SH |  | SOLE |  | 356848 | 0 | 55552 |
| HENRY SCHEIN INC | COM | 806407102 | BBG000BNMMJ3 | 472064002 | 6462204 | SH |  | SOLE |  | 5874208 | 0 | 587996 |
| HOWMET AEROSPACE INC | COM | 443201108 | BBG00DYNJGH9 | 80864923 | 434454 | SH |  | SOLE |  | 434454 | 0 | 0 |
| HUBBELL INC | COM | 443510607 | BBG000BLK267 | 95947761 | 234930 | SH |  | SOLE |  | 205099 | 0 | 29831 |
| HUBSPOT INC | COM | 443573100 | BBG000N7MZ06 | 134128905 | 240966 | SH |  | SOLE |  | 174057 | 0 | 66909 |
| HUMANA INC | COM | 444859102 | BBG000BLKK03 | 178833697 | 731486 | SH |  | SOLE |  | 657360 | 0 | 74126 |
| IAC INC | COM NEW | 44891N208 | BBG00S1LR2C3 | 34112368 | 913561 | SH |  | SOLE |  | 634477 | 0 | 279084 |
| ICICI BANK LIMITED | ADR | 45104G104 | BBG000DRM643 | 3974936 | 118161 | SH |  | SOLE |  | 118161 | 0 | 0 |
| ICON PLC | SHS | G4705A100 | BBG000CTSZQ6 | 1045039342 | 7184870 | SH |  | SOLE |  | 6946790 | 0 | 238080 |
| IDACORP INC | COM | 451107106 | BBG000BLR3Y7 | 217623 | 1885 | SH |  | SOLE |  | 1885 | 0 | 0 |
| INFOSYS LTD | SPONSORED ADR | 456788108 | BBG000BSGQL7 | 1396903 | 75386 | SH |  | SOLE |  | 75386 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 | BBG002R1CW27 | 155226939 | 1866157 | SH |  | SOLE |  | 1645262 | 0 | 220895 |
| INSMED INC | COM PAR $.01 | 457669307 | BBG000BWM5P3 | 333555278 | 3314341 | SH |  | SOLE |  | 2850222 | 0 | 464119 |
| INSPIRE MED SYS INC | COM | 457730109 | BBG00209SZJ7 | 47019045 | 362326 | SH |  | SOLE |  | 294824 | 0 | 67502 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | BBG005TJKDZ6 | 28583785 | 158517 | SH |  | SOLE |  | 119454 | 0 | 39063 |
| INSULET CORP | COM | 45784P101 | BBG000R7XX87 | 210963073 | 671472 | SH |  | SOLE |  | 625453 | 0 | 46019 |
| INTAPP INC | COM | 45827U109 | BBG002ZHMJ49 | 68736160 | 1331580 | SH |  | SOLE |  | 1007743 | 0 | 323837 |
| INTEGER HLDGS CORP | COM | 45826H109 | BBG000BW6JV4 | 27142430 | 220724 | SH |  | SOLE |  | 166942 | 0 | 53782 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | BBG000C1FB75 | 10553194 | 57520 | SH |  | SOLE |  | 57520 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG000BJPDZ1 | 69223913 | 127388 | SH |  | SOLE |  | 127388 | 0 | 0 |
| IONIS PHARMACEUTICALS INC | COM | 462222100 | BBG000JH6683 | 14024549 | 354962 | SH |  | SOLE |  | 321822 | 0 | 33140 |
| IQVIA HLDGS INC | COM | 46266C105 | BBG00333FYS2 | 515771898 | 3272872 | SH |  | SOLE |  | 3026391 | 0 | 246481 |
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | BBG001J19V24 | 421979880 | 2740841 | SH |  | SOLE |  | 2309100 | 0 | 431741 |
| ISHARES TR | INDIA 50 ETF | 464289529 | BBG000PW4R43 | 364564 | 6704 | SH |  | SOLE |  | 6704 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | BBG002DMN3L7 | 5191603 | 93240 | SH |  | SOLE |  | 93240 | 0 | 0 |
| JBT MAREL CORPORATION | COM | 477839104 | BBG000VLBCQ1 | 73592746 | 611947 | SH |  | SOLE |  | 428168 | 0 | 183779 |
| JFROG LTD | ORD SHS | M6191J100 | BBG006PWZX16 | 26889971 | 612807 | SH |  | SOLE |  | 304554 | 0 | 308253 |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | BBG01163M5L4 | 101454082 | 5686888 | SH |  | SOLE |  | 5686888 | 0 | 0 |
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | BBG00NNN9QQ8 | 23879217 | 281296 | SH |  | SOLE |  | 277417 | 0 | 3879 |
| KE HLDGS INC | SPONSORED ADS | 482497104 | BBG00W9L9LX1 | 133521990 | 7526606 | SH |  | SOLE |  | 7526606 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 | BBG0019JZ882 | 48954675 | 1665125 | SH |  | SOLE |  | 1665125 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 | BBG000BCQ6J8 | 18283776 | 137441 | SH |  | SOLE |  | 137441 | 0 | 0 |
| KKR  CO INC | COM | 48251W104 | BBG000BCQ6J8 | 63295674 | 475800 | SH | Call | SOLE |  | 475800 | 0 | 0 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | BBG0086KNBP4 | 55318382 | 2778422 | SH |  | SOLE |  | 2519156 | 0 | 259266 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 | BBG000C1HQ43 | 50266100 | 1082155 | SH |  | SOLE |  | 818566 | 0 | 263589 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG000BNFLM9 | 958786151 | 9849868 | SH |  | SOLE |  | 8969648 | 0 | 880220 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | BBG000FGMKY1 | 82157201 | 676971 | SH |  | SOLE |  | 471567 | 0 | 205404 |
| LANTHEUS HLDGS INC | COM | 516544103 | BBG006Q52RD0 | 34212896 | 417944 | SH |  | SOLE |  | 315298 | 0 | 102646 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG000C2D1C1 | 230365383 | 4702294 | SH |  | SOLE |  | 3945234 | 0 | 757060 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | BBG00TTGH5W4 | 75319291 | 2122268 | SH |  | SOLE |  | 1922398 | 0 | 199870 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | BBG01HLMBCG3 | 305618715 | 2924581 | SH |  | SOLE |  | 2561074 | 0 | 363507 |
| LIGHTSPEED COMMERCE INC | SUB VTG SHS | 53229C107 | BBG00B0JR9M0 | 41936066 | 3571331 | SH |  | SOLE |  | 3234723 | 0 | 336608 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CC1 | 406102502 | 865558 | SH |  | SOLE |  | 745436 | 0 | 120122 |
| LINEAGE INC | COM | 53566V106 | BBG01NJDR0W4 | 27107868 | 622883 | SH |  | SOLE |  | 428977 | 0 | 193906 |
| LITHIUM ARGENTINA AG | NOTE  1.750% 1/1 | 53680QAA6 | BBG013V3RL41 | 2025545 | 2455000 | PRN |  | SOLE |  | 2455000 | 0 | 0 |
| LIVANOVA PLC | SHS | G5509L101 | BBG009LGHG16 | 56167357 | 1247609 | SH |  | SOLE |  | 1129995 | 0 | 117614 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG000FQ7YR4 | 375219784 | 2480300 | SH |  | SOLE |  | 1974493 | 0 | 505807 |
| LKQ CORP | COM | 501889208 | BBG000PXDL44 | 50338559 | 1360134 | SH |  | SOLE |  | 943824 | 0 | 416310 |
| LOAR HOLDINGS INC | COM SHS | 53947R105 | BBG01M86F4Y6 | 23967324 | 278140 | SH |  | SOLE |  | 209641 | 0 | 68499 |
| LPL FINL HLDGS INC | COM | 50212V100 | BBG000P2TYL8 | 137773727 | 367426 | SH |  | SOLE |  | 345708 | 0 | 21718 |
| LUXFER HLDGS PLC | SHS | G5698W116 | BBG0029SH078 | 17094447 | 1403485 | SH |  | SOLE |  | 1403485 | 0 | 0 |
| M  T BK CORP | COM | 55261F104 | BBG000D9KWL9 | 32852982 | 169354 | SH |  | SOLE |  | 116851 | 0 | 52503 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | BBG000LJQ3H1 | 294516833 | 2055390 | SH |  | SOLE |  | 1694258 | 0 | 361132 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | BBG000QS6NV8 | 61003447 | 201571 | SH |  | SOLE |  | 173133 | 0 | 28438 |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | BBG000BB34J0 | 207315829 | 2115036 | SH |  | SOLE |  | 2115036 | 0 | 0 |
| MAREX GROUP PLC | ORD | G5S37H101 | BBG001VHP597 | 19891183 | 503957 | SH |  | SOLE |  | 447019 | 0 | 56938 |
| MARSH  MCLENNAN COS INC | COM | 571748102 | BBG000BP4MH0 | 752876783 | 3443454 | SH |  | SOLE |  | 3171198 | 0 | 272256 |
| MARTIN MIDSTREAM PRTNRS L P | UNIT L P INT | 573331105 | BBG000NMJFC8 | 98568 | 33413 | SH |  | SOLE |  | 33413 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG000F1ZSQ2 | 160552439 | 285711 | SH |  | SOLE |  | 285711 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG000F1ZSQ2 | 125368814 | 223100 | SH | Put | SOLE |  | 223100 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 | BBG000BNWG87 | 104886082 | 1203236 | SH |  | SOLE |  | 1203236 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 | BBG000GQPB11 | 550566387 | 210652 | SH |  | SOLE |  | 195577 | 0 | 15075 |
| MERCK  CO INC | COM | 58933Y105 | BBG000BPD168 | 102967212 | 1300748 | SH |  | SOLE |  | 1300748 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG000MM2P62 | 1688530707 | 2287703 | SH |  | SOLE |  | 2125900 | 0 | 161803 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | BBG000C2BXK4 | 31433836 | 914040 | SH |  | SOLE |  | 914040 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG000BPH459 | 259717657 | 522140 | SH |  | SOLE |  | 522140 | 0 | 0 |
| MODINE MFG CO | COM | 607828100 | BBG000BP7CL4 | 92765232 | 941779 | SH |  | SOLE |  | 669376 | 0 | 272403 |
| MOELIS  CO | CL A | 60786M105 | BBG000RNBH63 | 26832125 | 430554 | SH |  | SOLE |  | 297228 | 0 | 133326 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG000C30L48 | 151868863 | 207647 | SH |  | SOLE |  | 182894 | 0 | 24753 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG000BLZRJ2 | 101485968 | 720474 | SH |  | SOLE |  | 720474 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | BBG000BP8Z50 | 31364634 | 74596 | SH |  | SOLE |  | 74596 | 0 | 0 |
| NASDAQ INC | COM | 631103108 | BBG000F5VVB6 | 53954150 | 603379 | SH |  | SOLE |  | 603379 | 0 | 0 |
| NATERA INC | COM | 632307104 | BBG001J1BQ86 | 4285839 | 25369 | SH |  | SOLE |  | 25369 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG000CL9VN6 | 1475906060 | 1102138 | SH |  | SOLE |  | 975428 | 0 | 126710 |
| NETFLIX INC | COM | 64110L106 | BBG000CL9VN6 | 72446933 | 54100 | SH | Put | SOLE |  | 54100 | 0 | 0 |
| NEW GOLD INC CDA | COM | 644535106 | BBG000KD2ZL5 | 370013 | 74750 | SH |  | SOLE |  | 74750 | 0 | 0 |
| NEWS CORP NEW | CL A | 65249B109 | BBG0035LY913 | 53364786 | 1795585 | SH |  | SOLE |  | 1236563 | 0 | 559022 |
| NICE LTD | SPONSORED ADR | 653656108 | BBG000KC17R4 | 167414809 | 991148 | SH |  | SOLE |  | 897917 | 0 | 93231 |
| NNN REIT INC | COM | 637417106 | BBG000CLP0Y4 | 53916491 | 1248645 | SH |  | SOLE |  | 867837 | 0 | 380808 |
| NOKIA CORP | SPONSORED ADR | 654902204 | BBG000BNGBW9 | 560149598 | 108136988 | SH |  | SOLE |  | 106214716 | 0 | 1922272 |
| NOV INC | COM | 62955J103 | BBG000BJX8C8 | 42940678 | 3454600 | SH |  | SOLE |  | 2392508 | 0 | 1062092 |
| NOVANTA INC | COM | 67000B104 | BBG000JB24Q5 | 19792302 | 153512 | SH |  | SOLE |  | 131487 | 0 | 22025 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | BBG0136WM1M4 | 196742509 | 14339833 | SH |  | SOLE |  | 14339833 | 0 | 0 |
| NURIX THERAPEUTICS INC | COM | 67080M103 | BBG00SDJ8M78 | 6614731 | 580749 | SH |  | SOLE |  | 528077 | 0 | 52672 |
| NUTANIX INC | CL A | 67059N108 | BBG001NDW1Z7 | 63209459 | 826916 | SH |  | SOLE |  | 778356 | 0 | 48560 |
| NVENT ELECTRIC PLC | SHS | G6700G107 | BBG00GNT7999 | 64722821 | 883588 | SH |  | SOLE |  | 611342 | 0 | 272246 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 339021420 | 2145841 | SH |  | SOLE |  | 2145841 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG000BBJQV0 | 101982545 | 645500 | SH | Call | SOLE |  | 645500 | 0 | 0 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | BBG000BND699 | 127337938 | 582809 | SH |  | SOLE |  | 582809 | 0 | 0 |
| OCULAR THERAPEUTIX INC | COM | 67576A100 | BBG001J1BZV0 | 9892192 | 1065969 | SH |  | SOLE |  | 971425 | 0 | 94544 |
| OGE ENERGY CORP | COM | 670837103 | BBG000BQGLS5 | 74197857 | 1671876 | SH |  | SOLE |  | 1162392 | 0 | 509484 |
| OMNICOM GROUP INC | COM | 681919106 | BBG000BS9489 | 46225910 | 642562 | SH |  | SOLE |  | 445164 | 0 | 197398 |
| ON HLDG AG | NAMEN AKT A | H5919C104 | BBG00LQK89F6 | 19642525 | 377378 | SH |  | SOLE |  | 342011 | 0 | 35367 |
| ORACLE CORP | COM | 68389X105 | BBG000BQLTW7 | 781892809 | 3576329 | SH |  | SOLE |  | 2893986 | 0 | 682343 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | BBG00RP60KV0 | 53726371 | 542581 | SH |  | SOLE |  | 377647 | 0 | 164934 |
| PARSONS CORP DEL | COM | 70202L102 | BBG000C3TKY6 | 151763335 | 2114579 | SH |  | SOLE |  | 1812262 | 0 | 302317 |
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXV6 | 891247744 | 11992031 | SH |  | SOLE |  | 11020956 | 0 | 971075 |
| PENUMBRA INC | COM | 70975L107 | BBG001BP92V1 | 52367405 | 204058 | SH |  | SOLE |  | 154280 | 0 | 49778 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | BBG00CNYBQ76 | 50733574 | 3724932 | SH |  | SOLE |  | 2572000 | 0 | 1152932 |
| PHILIP MORRIS INTL INC | COM | 718172109 | BBG000J2XL74 | 172102833 | 944945 | SH |  | SOLE |  | 944945 | 0 | 0 |
| PINTEREST INC | CL A | 72352L106 | BBG002583CV8 | 52987776 | 1477629 | SH |  | SOLE |  | 1017709 | 0 | 459920 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | BBG000BRD0D8 | 109588675 | 587859 | SH |  | SOLE |  | 587859 | 0 | 0 |
| POLARIS INC | COM | 731068102 | BBG000D5S4M0 | 37825353 | 930513 | SH |  | SOLE |  | 617915 | 0 | 312598 |
| PPL CORP | COM | 69351T106 | BBG000BRJL00 | 390514 | 11523 | SH |  | SOLE |  | 11523 | 0 | 0 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | BBG009KD84H4 | 56808288 | 986255 | SH |  | SOLE |  | 679112 | 0 | 307143 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | BBG0026ZJ304 | 68800689 | 1005564 | SH |  | SOLE |  | 757204 | 0 | 248360 |
| PROGRESSIVE CORP | COM | 743315103 | BBG000BR37X2 | 1048902837 | 3930536 | SH |  | SOLE |  | 3617946 | 0 | 312590 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 | BBG000BPPN67 | 44199615 | 150636 | SH |  | SOLE |  | 104833 | 0 | 45803 |
| PURE STORAGE INC | CL A | 74624M102 | BBG00212PVZ5 | 190872287 | 3314906 | SH |  | SOLE |  | 2920833 | 0 | 394073 |
| RADWARE LTD | ORD | M81873107 | BBG000BKWR89 | 79449139 | 2698680 | SH |  | SOLE |  | 2447051 | 0 | 251629 |
| RBC BEARINGS INC | COM | 75524B104 | BBG000GMGNB3 | 157190415 | 408499 | SH |  | SOLE |  | 360388 | 0 | 48111 |
| REDDIT INC | CL A | 75734B100 | BBG005K1D4S0 | 69067664 | 458708 | SH |  | SOLE |  | 431592 | 0 | 27116 |
| REPLIGEN CORP | COM | 759916109 | BBG000BS48J3 | 27429148 | 220527 | SH |  | SOLE |  | 162877 | 0 | 57650 |
| REPLIMUNE GROUP INC | COM | 76029N106 | BBG00L8Z22R1 | 4750637 | 511371 | SH |  | SOLE |  | 468717 | 0 | 42654 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | BBG007DLZ601 | 11025328 | 174479 | SH |  | SOLE |  | 134311 | 0 | 40168 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXN8 | 120430464 | 1286238 | SH |  | SOLE |  | 1207460 | 0 | 78778 |
| ROBLOX CORP | CL A | 771049103 | BBG001R1GCT0 | 243182108 | 2311617 | SH |  | SOLE |  | 2175102 | 0 | 136515 |
| RTX CORPORATION | COM | 75513E101 | BBG000BW8S60 | 16076218 | 110096 | SH |  | SOLE |  | 110096 | 0 | 0 |
| RXSIGHT INC | COM | 78349D107 | BBG00THX1YN4 | 29283072 | 2252544 | SH |  | SOLE |  | 2041668 | 0 | 210876 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 78351F107 | BBG011K4W134 | 64960774 | 955446 | SH |  | SOLE |  | 836921 | 0 | 118525 |
| S GLOBAL INC | COM | 78409V104 | BBG000BP1Q11 | 319587833 | 606095 | SH |  | SOLE |  | 523877 | 0 | 82218 |
| SALESFORCE INC | COM | 79466L302 | BBG000BN2DC2 | 151861334 | 556901 | SH |  | SOLE |  | 479245 | 0 | 77656 |
| SAMSARA INC | COM CL A | 79589L106 | BBG0099PW5P1 | 157699854 | 3964300 | SH |  | SOLE |  | 3500986 | 0 | 463314 |
| SCHLUMBERGER LTD | COM STK | 806857108 | BBG000BT41Q8 | 108958762 | 3223632 | SH |  | SOLE |  | 3223632 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG000BSLZY7 | 1658452327 | 18176812 | SH |  | SOLE |  | 16817410 | 0 | 1359402 |
| SEA LTD | SPONSORD ADS | 81141R100 | BBG00HTBWMG5 | 839901399 | 5251353 | SH |  | SOLE |  | 4492508 | 0 | 758845 |
| SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | BBG00JPGYW43 | 424460851 | 14097006 | SH |  | SOLE |  | 13846265 | 0 | 250741 |
| SENTINELONE INC | CL A | 81730H109 | BBG00B6F2F09 | 26076895 | 1426526 | SH |  | SOLE |  | 1078168 | 0 | 348358 |
| SERVICENOW INC | COM | 81762P102 | BBG000M1R011 | 56158870 | 54625 | SH |  | SOLE |  | 54625 | 0 | 0 |
| SERVICETITAN INC | SHS CL A | 81764X103 | BBG009DVYCT2 | 54352693 | 507116 | SH |  | SOLE |  | 357399 | 0 | 149717 |
| SHARKNINJA INC | COM SHS | G8068L108 | BBG01HN2K357 | 43373260 | 438158 | SH |  | SOLE |  | 363912 | 0 | 74246 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG008HBD923 | 846881590 | 7341843 | SH |  | SOLE |  | 6176855 | 0 | 1164988 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | BBG009T22D49 | 54223570 | 448351 | SH |  | SOLE |  | 304059 | 0 | 144292 |
| SNAP ON INC | COM | 833034101 | BBG000BT7JW9 | 23601758 | 75846 | SH |  | SOLE |  | 38316 | 0 | 37530 |
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNJ4 | 1108045266 | 4951715 | SH |  | SOLE |  | 4297957 | 0 | 653758 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BBZY6 | 15089900 | 739701 | SH |  | SOLE |  | 671025 | 0 | 68676 |
| SOUTHWEST AIRLS CO | COM | 844741108 | BBG000BNJHS8 | 349182051 | 10763935 | SH |  | SOLE |  | 9924343 | 0 | 839592 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFC2 | 494629666 | 644603 | SH |  | SOLE |  | 558860 | 0 | 85743 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | BBG000BTGCV5 | 91659757 | 546635 | SH |  | SOLE |  | 408098 | 0 | 138537 |
| STARBUCKS CORP | COM | 855244109 | BBG000CTQBF3 | 105813133 | 1154787 | SH |  | SOLE |  | 994050 | 0 | 160737 |
| STEVANATO GROUP S P A | ORD SHS | T9224W109 | BBG001RY95L9 | 66786294 | 2733782 | SH |  | SOLE |  | 2316046 | 0 | 417736 |
| STRYKER CORPORATION | COM | 863667101 | BBG000DN7P92 | 4165984 | 10530 | SH |  | SOLE |  | 10530 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | BBG000BC1LY5 | 1264043474 | 33722975 | SH |  | SOLE |  | 33122174 | 0 | 600801 |
| SYNOPSYS INC | COM | 871607107 | BBG000BSFRF3 | 167282870 | 326291 | SH |  | SOLE |  | 306515 | 0 | 19776 |
| SYSCO CORP | COM | 871829107 | BBG000BTVJ25 | 43803396 | 578339 | SH |  | SOLE |  | 401480 | 0 | 176859 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG000BD8ZK0 | 548754241 | 2422863 | SH |  | SOLE |  | 2007056 | 0 | 415807 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | BBG000BS1YV5 | 96446663 | 397145 | SH |  | SOLE |  | 373481 | 0 | 23664 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | BBG00RB9BNQ7 | 21847165 | 539303 | SH |  | SOLE |  | 490489 | 0 | 48814 |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | BBG00LDC5RK5 | 50245337 | 2578006 | SH |  | SOLE |  | 2087415 | 0 | 490591 |
| TEXAS INSTRS INC | COM | 882508104 | BBG000BVV7G1 | 154840297 | 745787 | SH |  | SOLE |  | 745787 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 | BBG00KXRCDP0 | 132999607 | 402322 | SH |  | SOLE |  | 402322 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG000BVDLH9 | 114705850 | 282903 | SH |  | SOLE |  | 282903 | 0 | 0 |
| TRADEWEB MKTS INC | CL A | 892672106 | BBG00NK8H8T2 | 174039149 | 1188792 | SH |  | SOLE |  | 1131105 | 0 | 57687 |
| TRANSDIGM GROUP INC | COM | 893641100 | BBG000L8CBX4 | 27839877 | 18308 | SH |  | SOLE |  | 18308 | 0 | 0 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | BBG006KDCHJ4 | 186195404 | 5061033 | SH |  | SOLE |  | 4078039 | 0 | 982994 |
| TYLER TECHNOLOGIES INC | COM | 902252105 | BBG000BVWZF9 | 414167509 | 698616 | SH |  | SOLE |  | 619284 | 0 | 79332 |
| TYSON FOODS INC | CL A | 902494103 | BBG000DKCC19 | 56458676 | 1009272 | SH |  | SOLE |  | 702530 | 0 | 306742 |
| U HAUL HOLDING COMPANY | COM SER N | 023586506 | BBG01B6SGB59 | 71752850 | 1319714 | SH |  | SOLE |  | 915273 | 0 | 404441 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG000L9CV04 | 147292456 | 1459208 | SH |  | SOLE |  | 1459208 | 0 | 0 |
| UNIVERSAL HEALTH RLTY INCOME | SH BEN INT | 91359E105 | BBG000BW0BB9 | 261524 | 6543 | SH |  | SOLE |  | 6543 | 0 | 0 |
| US BANCORP DEL | COM NEW | 902973304 | BBG000FFDM15 | 39526916 | 873523 | SH |  | SOLE |  | 873523 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 | BBG00C6H6D40 | 247003106 | 3207416 | SH |  | SOLE |  | 2788062 | 0 | 419354 |
| VAIL RESORTS INC | COM | 91879Q109 | BBG000BCMWM1 | 56752371 | 361181 | SH |  | SOLE |  | 249022 | 0 | 112159 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | BBG000BV7ZQ5 | 292935552 | 1050400 | SH | Put | SOLE |  | 1050400 | 0 | 0 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | BBG000PTYMS2 | 27299601 | 403900 | SH |  | SOLE |  | 82400 | 0 | 321500 |
| VANECK ETF TRUST | VANECK VIETNAM | 92189F817 | BBG000NWYK65 | 14217294 | 1033985 | SH |  | SOLE |  | 1033985 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 | BBG001CGB489 | 350410608 | 1216788 | SH |  | SOLE |  | 1116577 | 0 | 100211 |
| VERACYTE INC | COM | 92337F107 | BBG001J2M542 | 170877578 | 6321775 | SH |  | SOLE |  | 5220102 | 0 | 1101673 |
| VERISK ANALYTICS INC | COM | 92345Y106 | BBG000BCZL41 | 54838329 | 176046 | SH |  | SOLE |  | 165715 | 0 | 10331 |
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | BBG00GD4KBL1 | 8143433 | 86101 | SH |  | SOLE |  | 86101 | 0 | 0 |
| VERTEX INC | CL A | 92538J106 | BBG00VVT2F25 | 26681494 | 755101 | SH |  | SOLE |  | 581445 | 0 | 173656 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | BBG000C1S2X2 | 289495307 | 650259 | SH |  | SOLE |  | 559825 | 0 | 90434 |
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | BBG004YZ9G29 | 117170801 | 2198739 | SH |  | SOLE |  | 2081465 | 0 | 117274 |
| VIR BIOTECHNOLOGY INC | COM | 92764N102 | BBG00H2QQ8T5 | 3989719 | 791611 | SH |  | SOLE |  | 724847 | 0 | 66764 |
| VISA INC | COM CL A | 92826C839 | BBG000PSKYX7 | 351324460 | 989507 | SH |  | SOLE |  | 989507 | 0 | 0 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | BBG00PMMBQS1 | 31244791 | 653520 | SH |  | SOLE |  | 644579 | 0 | 8941 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6Q1 | 155399571 | 801814 | SH |  | SOLE |  | 767605 | 0 | 34209 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6Q1 | 66496211 | 343100 | SH | Call | SOLE |  | 343100 | 0 | 0 |
| VITA COCO CO INC | COM | 92846Q107 | BBG012QFVSL3 | 66749766 | 1849024 | SH |  | SOLE |  | 1397713 | 0 | 451311 |
| VONTIER CORPORATION | COM | 928881101 | BBG00RRGSJR4 | 82764855 | 2242950 | SH |  | SOLE |  | 1556479 | 0 | 686471 |
| VSE CORP | COM | 918284100 | BBG000BWJYL8 | 67076037 | 512109 | SH |  | SOLE |  | 387526 | 0 | 124583 |
| VTEX | SHS CL A | G9470A102 | BBG011M1L5H6 | 10533930 | 1596050 | SH |  | SOLE |  | 1573919 | 0 | 22131 |
| WAFD INC | COM | 938824109 | BBG000BWQTD0 | 32018910 | 1093542 | SH |  | SOLE |  | 757292 | 0 | 336250 |
| WARBY PARKER INC | CL A COM | 93403J106 | BBG005DWN8K8 | 27589168 | 1258056 | SH |  | SOLE |  | 964105 | 0 | 293951 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | BBG00RP2T9T6 | 55180803 | 2025727 | SH |  | SOLE |  | 1430408 | 0 | 595319 |
| WATERS CORP | COM | 941848103 | BBG000FQRVM3 | 136064169 | 389824 | SH |  | SOLE |  | 323103 | 0 | 66721 |
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | BBG00B642V54 | 14721428 | 2264835 | SH |  | SOLE |  | 2055536 | 0 | 209299 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG000BWQFY7 | 197578243 | 2466029 | SH |  | SOLE |  | 2466029 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 | BBG000BKY1G5 | 72245721 | 469952 | SH |  | SOLE |  | 469952 | 0 | 0 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | BBG000BX24N8 | 496089397 | 2267319 | SH |  | SOLE |  | 2005077 | 0 | 262242 |
| WILLIAMS COS INC | COM | 969457100 | BBG000BWVCP8 | 436826780 | 6954733 | SH |  | SOLE |  | 6143669 | 0 | 811064 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | BBG000DB3KT1 | 1096993537 | 3579098 | SH |  | SOLE |  | 3515390 | 0 | 63708 |
| WINGSTOP INC | COM | 974155103 | BBG008N298Y8 | 248301637 | 737369 | SH |  | SOLE |  | 643898 | 0 | 93471 |
| WNS HLDGS LTD | COM SHS | G98196101 | BBG01LSCLRY5 | 101005473 | 1597177 | SH |  | SOLE |  | 1445714 | 0 | 151463 |
| XYLEM INC | COM | 98419M100 | BBG001D8R5D0 | 482670619 | 3731220 | SH |  | SOLE |  | 3323469 | 0 | 407751 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320N9 | 115917947 | 743302 | SH |  | SOLE |  | 639726 | 0 | 103576 |
| ZSCALER INC | COM | 98980G102 | BBG003338H34 | 164000686 | 522395 | SH |  | SOLE |  | 491293 | 0 | 31102 |

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