Artisan Partners Limited Partnership
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Artisan Partners Limited Partnership reported 338 stock positions worth $61.6 billion. Its top holding was Arch Capital (ACGL) at 3.7% of the portfolio, followed by Argenx SE - ADR (ARGX, 2.7%) and Elevance Health (ELV, 2.4%). Compared with Q4 2024, it opened 28 new positions, sold out of 39, added to 154 and reduced 149. The biggest buy was a new position in Baker Hughes (BKR) and the biggest sale an exit from Quanta Services (PWR).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001466153
- Portfolio Value
- $61.6B (Q1 2025)
- SEC Filing
- 0000950123-25-005057 ↗ filed May 14, 2025
Holdings Value
Holdings 338 stocks · $61.6B
| ACGL Arch Capital Group Ltd. | 3.65% | 23,424,340 | $2.3B | Add +0.1% |
| ARGX Argenx SE - ADR | 2.67% | 2,785,890 | $1.6B | Reduce -9.3% |
| ELV Elevance Health Inc. | 2.36% | 3,350,780 | $1.5B | Add +16.5% |
| SCHW Schwab (charles) Corp. | 2.25% | 17,749,859 | $1.4B | Reduce -2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.23% | 2,581,053 | $1.4B | Reduce -2.0% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 2.13% | 15,663,670 | $1.3B | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 1.98% | 2,113,107 | $1.2B | Reduce -19.3% |
| AXP American Express Co. | 1.96% | 4,487,434 | $1.2B | Add +1.1% |
| GRMN Garmin Ltd. | 1.95% | 5,535,989 | $1.2B | Reduce -1.9% |
| NFLX Netflix Inc. | 1.94% | 1,285,704 | $1.2B | Reduce -0.5% |
| WTW Willis Towers Watson PLC | 1.93% | 3,516,528 | $1.2B | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 1.87% | 7,469,940 | $1.2B | Reduce -20.7% |
| PGR Progressive Corp. | 1.79% | 3,895,835 | $1.1B | Reduce -1.9% |
| BSX Boston Scientific Corp. | 1.58% | 9,659,288 | $974.4M | Reduce -14.0% |
| SU Suncor Energy Inc. | 1.53% | 24,344,423 | $942.8M | Add +0.2% |
| AON Aon PLC Class A | 1.38% | 2,135,832 | $852.4M | Add +3.3% |
| MRSH Marsh & McLennan Cos | 1.35% | 3,411,336 | $832.5M | Reduce -2.1% |
| C Citigroup Inc. | 1.33% | 11,535,423 | $818.9M | Add +2.1% |
| PYPL PayPal Holdings Inc. | 1.25% | 11,808,017 | $770.5M | Add +51.3% |
| ICLR Icon PLC | 1.22% | 4,290,924 | $750.9M | Add +2097.2% |
| SHOP Shopify Inc. Class A | 1.21% | 7,802,205 | $745.0M | Add +6.4% |
| BKR Baker Hughes Co. | 1.18% | 16,510,623 | $725.6M | New |
| ASND Ascendis Pharma A/S | 1.08% | 4,256,627 | $663.4M | Reduce -4.3% |
| SE Sea Ltd.-ADR | 1.03% | 4,863,297 | $634.6M | Reduce -5.0% |
| SNOW Snowflake Inc. | 1.02% | 4,299,230 | $628.4M | Add +669.7% |
| AMZN Amazon.com Inc. | 0.98% | 3,179,238 | $604.9M | Reduce -31.2% |
| NOK Nokia Corp.-Spon ADR | 0.91% | 106,179,464 | $559.6M | Add +1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.89% | 3,292,466 | $546.5M | Reduce -41.3% |
| AAPL Apple Inc. | 0.87% | 2,410,629 | $535.5M | Add +0.8% |
| ORCL Oracle Corp. | 0.86% | 3,813,163 | $533.1M | Add +6.8% |
| LRCX Lam Research Corp. | 0.86% | 7,274,412 | $528.8M | Add +40.1% |
| CBRE CBRE Group Inc. Class A | 0.82% | 3,876,128 | $506.9M | Reduce -4.3% |
| TEAM Atlassian Corp. Class A | 0.80% | 2,332,587 | $495.0M | Reduce -19.1% |
| WST West Pharmaceutical Services | 0.80% | 2,195,483 | $491.5M | Reduce -29.4% |
| XYL Xylem Inc. | 0.80% | 4,112,689 | $491.3M | Reduce -4.6% |
| LIN Linde PLC | 0.77% | 1,021,991 | $475.9M | Add +10.4% |
| HSIC Henry Schein Inc. | 0.71% | 6,406,551 | $438.8M | Reduce -1.9% |
| TYL Tyler Technologies Inc. | 0.69% | 736,782 | $428.4M | Reduce -20.5% |
| MELI MercadoLibre Inc. | 0.69% | 218,780 | $426.8M | Add +34.9% |
| DHR Danaher Corp. | 0.69% | 2,060,077 | $422.3M | Add +0.8% |
| BABA Alibaba Group Holding-SP ADR | 0.68% | 3,179,159 | $420.4M | Add +2717.9% |
| GEV GE Vernova Inc. | 0.68% | 1,372,894 | $419.1M | Add +96.1% |
| CNH CNH Industrial NV | 0.64% | 32,375,349 | $397.6M | Add +1.3% |
| LSCC Lattice Semiconductor Corp. | 0.62% | 7,330,724 | $384.5M | Reduce -14.7% |
| ETN Eaton Corp. PLC | 0.59% | 1,336,936 | $363.4M | Add +11.4% |
| GWRE Guidewire Software Inc. | 0.59% | 1,934,714 | $362.5M | Add +37.4% |
| LUV Southwest Airlines Co. | 0.58% | 10,665,645 | $358.2M | Reduce -2.2% |
| ARM Arm Holdings PLC-ADR | 0.58% | 3,338,996 | $356.6M | Add +25.9% |
| SPOT Spotify Technology SA | 0.58% | 645,107 | $354.8M | Reduce -50.5% |
| SPGI S&P Global Inc. | 0.57% | 697,454 | $354.4M | Add +0.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.57% | 719,131 | $348.6M | Add +8.2% |
| MRVL Marvell Technology Inc. | 0.55% | 5,494,392 | $338.3M | Add +34.0% |
| ST Sensata Technologies Holdplc | 0.54% | 13,742,760 | $333.5M | Add +13.8% |
| LYV Live Nation Entertainment Inc. | 0.54% | 2,528,148 | $330.1M | Reduce -7.5% |
| V Visa Inc. Class A | 0.52% | 923,301 | $323.6M | Reduce -6.1% |
| WMB Williams Cos Inc. | 0.49% | 5,004,248 | $299.1M | Add +4089.9% |
| IRTC Irhythm Holdings Inc. | 0.48% | 2,814,280 | $294.6M | Add +1.9% |
| AMD Advanced Micro Devices | 0.48% | 2,850,754 | $292.9M | Reduce -54.9% |
| NVDA Nvidia Corp. | 0.47% | 2,648,992 | $287.1M | Reduce -8.7% |
| VEEV Veeva Systems Inc. Class A | 0.46% | 1,226,391 | $284.1M | Reduce -13.5% |
| FWONK Liberty Media Corp. Class C | 0.45% | 3,060,132 | $275.4M | Reduce -12.6% |
| TW Tradeweb Markets Inc. Class A | 0.44% | 1,831,939 | $272.0M | Reduce -15.3% |
| INSM Insmed Inc. | 0.40% | 3,217,268 | $245.4M | Add +2.9% |
| MTSI Macom Technology Solutions H | 0.40% | 2,436,585 | $244.6M | Reduce -10.2% |
| DASH DoorDash Inc. Class A | 0.39% | 1,304,223 | $238.4M | Add +7.5% |
| FTAI Ftai Aviation Ltd. | 0.38% | 2,121,542 | $235.6M | New |
| TWST Twist Bioscience Corp. | 0.37% | 5,851,374 | $229.7M | Reduce -0.7% |
| CCC CCC Intelligent Solutions Ho | 0.37% | 25,063,607 | $226.3M | Add +7.3% |
| BFAM Bright Horizons Family Solut | 0.34% | 1,628,477 | $206.9M | Add +97.2% |
| TME Tencent Music Entertainm-ADR | 0.33% | 14,024,758 | $202.1M | Add +40.8% |
| PM Philip Morris International | 0.32% | 1,254,819 | $199.2M | Add +0.2% |
| MPWR Monolithic Power Systems Inc. | 0.32% | 341,854 | $198.3M | Reduce -4.7% |
| CME Cme Group Inc. | 0.32% | 738,940 | $196.0M | Add +40.8% |
| CARR Carrier Global Corp. | 0.31% | 3,027,934 | $192.0M | Add +24.5% |
| AZO AutoZone Inc. | 0.31% | 50,335 | $191.9M | Reduce -5.3% |
| MSFT Microsoft Corp. | 0.31% | 503,520 | $189.0M | Reduce -7.7% |
| HUM Humana Inc. | 0.31% | 712,177 | $188.4M | Add +5.7% |
| USFD US Foods Holding Corp. | 0.30% | 2,852,669 | $186.7M | Add +12.5% |
| SAIA Saia Inc. | 0.30% | 532,949 | $186.2M | Reduce -27.1% |
| NKE Nike Inc. Class B | 0.30% | 2,920,232 | $185.4M | Add +56.7% |
| PODD Insulet Corp. | 0.30% | 704,439 | $185.0M | Reduce -8.5% |
| VIV Telefonica Brasil-ADR | 0.30% | 21,188,805 | $184.8M | Reduce -0.9% |
| MMYT Makemytrip Ltd. | 0.30% | 1,880,366 | $184.3M | Reduce -0.4% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.30% | 4,161,724 | $184.2M | Add +21.2% |
| ECL Ecolab Inc. | 0.30% | 719,934 | $182.5M | Reduce -43.6% |
| GTLB Gitlab Inc. Class A | 0.29% | 3,865,892 | $181.7M | Reduce -4.2% |
| BAX Baxter International Inc. | 0.29% | 5,203,716 | $178.1M | Reduce -0.7% |
| HUBS HubSpot Inc. | 0.29% | 311,051 | $177.7M | Reduce -8.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.27% | 16,151,656 | $165.4M | Reduce -51.6% |
| WFC Wells Fargo & Co. | 0.27% | 2,296,213 | $164.8M | Add +37.8% |
| CMG Chipotle Mexican Grill Inc. | 0.27% | 3,273,658 | $164.4M | Reduce -13.8% |
| UPS United Parcel Service Class B | 0.26% | 1,479,259 | $162.7M | Add +18.7% |
| NICE Nice Ltd. - Spon ADR | 0.26% | 1,055,352 | $162.7M | Reduce -18.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 460,804 | $162.5M | Reduce -9.5% |
| CRM Salesforce Inc. | 0.26% | 597,877 | $160.4M | New |
| EOG EOG Resources Inc. | 0.26% | 1,241,443 | $159.2M | Add +0.7% |
| GRAB Grab Holdings Ltd. Class A | 0.26% | 35,134,998 | $159.2M | Add +0.9% |
| APG Api Group Corp. | 0.25% | 4,381,142 | $156.7M | Add +25.7% |
| VCYT Veracyte Inc. | 0.25% | 5,239,711 | $155.4M | Reduce -20.6% |
| CMCSA Comcast Corp. Class A | 0.25% | 4,155,756 | $153.3M | Add +23.9% |
Options reported separately and not counted above: MSFT puts ($181.8M), TSM puts ($40.0M), NVDA puts ($29.7M).
Other holdings (4): bonds, preferreds, convertibles and warrants · $2.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LITHIUM ARGENTINA AG (LARCN 1.75 01/15/27) | NOTE 1.750% 1/1 · principal | 2,455,000 | $2.0M | New |
| REDWOOD TRUST INC (RWT 7.75 06/15/27) | NOTE 7.750% 6/1 · principal | 215,000 | $217K | No change |
| CABLE ONE INC (CABO 0 03/15/26) | NOTE 3/1 · principal | 106,000 | $100K | No change |
| CABLE ONE INC (CABO 1.125 03/15/28) | NOTE 1.125% 3/1 · principal | 97,000 | $77K | No change |
Total filed on the 13F, all lines: $61.7B.
Portfolio Sells Q4 2024 → Q1 2025
| PWR Quanta Services Inc. | Sold out | 0.00% | −1.05 |
| GOOGL Alphabet Inc. Class A | Reduce -20.7% | 1.87% | −0.87 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -41.3% | 0.89% | −0.82 |
| WST West Pharmaceutical Services | Reduce -29.4% | 0.80% | −0.77 |
| AMD Advanced Micro Devices | Reduce -54.9% | 0.48% | −0.70 |
| ANET Arista Networks Inc. | Reduce -78.0% | 0.13% | −0.69 |
| AMZN Amazon.com Inc. | Reduce -31.2% | 0.98% | −0.58 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.50 |
| ONTO Onto Innovation Inc. | Sold out | 0.00% | −0.39 |
| ON On Semiconductor | Sold out | 0.00% | −0.39 |
| META Meta Platforms Inc. Class A | Reduce -19.3% | 1.98% | −0.38 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.36 |
| SPOT Spotify Technology SA | Reduce -50.5% | 0.58% | −0.32 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.29 |
| TEAM Atlassian Corp. Class A | Reduce -19.1% | 0.80% | −0.28 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -51.6% | 0.27% | −0.26 |
| ARGX Argenx SE - ADR | Reduce -9.3% | 2.67% | −0.23 |
| WAB Wabtec Corp. | Sold out | 0.00% | −0.23 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.22 |
| SAIA Saia Inc. | Reduce -27.1% | 0.30% | −0.21 |
| HUBB Hubbell Inc. | Reduce -45.0% | 0.17% | −0.20 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.19 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.17 |
| EA Electronic Arts Inc. | Reduce -73.6% | 0.06% | −0.17 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.17 |
| ECL Ecolab Inc. | Reduce -43.6% | 0.30% | −0.16 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.15 |
| VCYT Veracyte Inc. | Reduce -20.6% | 0.25% | −0.15 |
| MTSI Macom Technology Solutions H | Reduce -10.2% | 0.40% | −0.15 |
| NVDA Nvidia Corp. | Reduce -8.7% | 0.47% | −0.13 |
| TYL Tyler Technologies Inc. | Reduce -20.5% | 0.69% | −0.13 |
| LSCC Lattice Semiconductor Corp. | Reduce -14.7% | 0.62% | −0.13 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.12 |
| CEG Constellation Energy | Sold out | 0.00% | −0.12 |
| PSN Parsons Corp. | Reduce -11.3% | 0.18% | −0.12 |
| DAY Dayforce Inc. | Sold out | 0.00% | −0.11 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.10 |
| TAC Transalta Corp. | Sold out | 0.00% | −0.10 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.10 |
| ARES Ares Management Corp. Class A | Reduce -37.4% | 0.11% | −0.09 |
| CYBR Cyberark Software Ltd./Israel | Reduce -63.8% | 0.06% | −0.09 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.09 |
| CMG Chipotle Mexican Grill Inc. | Reduce -13.8% | 0.27% | −0.09 |
| MKTX Marketaxess Holdings Inc. | Sold out | 0.00% | −0.09 |
| HUBS HubSpot Inc. | Reduce -8.9% | 0.29% | −0.08 |
| EQIX Equinix Inc. | Reduce -35.1% | 0.11% | −0.08 |
| MYRG MYR Group Inc./Delaware | Sold out | 0.00% | −0.07 |
| NICE Nice Ltd. - Spon ADR | Reduce -18.0% | 0.26% | −0.07 |
| VRSK Verisk Analytics Inc. | Reduce -42.7% | 0.13% | −0.07 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| BKR Baker Hughes Co. | New | 1.18% | +1.18 |
| ICLR Icon PLC | Add +2097.2% | 1.22% | +1.15 |
| SNOW Snowflake Inc. | Add +669.7% | 1.02% | +0.89 |
| ELV Elevance Health Inc. | Add +16.5% | 2.36% | +0.73 |
| BABA Alibaba Group Holding-SP ADR | Add +2717.9% | 0.68% | +0.67 |
| WMB Williams Cos Inc. | Add +4089.9% | 0.49% | +0.48 |
| FTAI Ftai Aviation Ltd. | New | 0.38% | +0.38 |
| ACGL Arch Capital Group Ltd. | Add +0.1% | 3.65% | +0.33 |
| GEV GE Vernova Inc. | Add +96.1% | 0.68% | +0.33 |
| LRCX Lam Research Corp. | Add +40.1% | 0.86% | +0.28 |
| MELI MercadoLibre Inc. | Add +34.9% | 0.69% | +0.27 |
| CRM Salesforce Inc. | New | 0.26% | +0.26 |
| WTW Willis Towers Watson PLC | Add +0.6% | 1.93% | +0.24 |
| AON Aon PLC Class A | Add +3.3% | 1.38% | +0.24 |
| PYPL PayPal Holdings Inc. | Add +51.3% | 1.25% | +0.22 |
| GWRE Guidewire Software Inc. | Add +37.4% | 0.59% | +0.22 |
| SU Suncor Energy Inc. | Add +0.2% | 1.53% | +0.20 |
| BFAM Bright Horizons Family Solut | Add +97.2% | 0.34% | +0.19 |
| NOK Nokia Corp.-Spon ADR | Add +1.2% | 0.91% | +0.19 |
| LIN Linde PLC | Add +10.4% | 0.77% | +0.17 |
| SBUX Starbucks Corp. | New | 0.16% | +0.16 |
| TME Tencent Music Entertainm-ADR | Add +40.8% | 0.33% | +0.15 |
| VRTX Vertex Pharmaceuticals Inc. | Add +8.2% | 0.57% | +0.15 |
| HWM Howmet Aerospace Inc. | New | 0.14% | +0.14 |
| VIK Viking Holdings Ltd. | New | 0.14% | +0.14 |
| RBLX Roblox Corp. Class A | New | 0.14% | +0.14 |
| CME Cme Group Inc. | Add +40.8% | 0.32% | +0.13 |
| CCI Crown Castle Inc. | New | 0.12% | +0.12 |
| PRMB Primo Brands Corp. | New | 0.12% | +0.12 |
| TDG Transdigm Group Inc. | Add +1039.4% | 0.11% | +0.10 |
| C Citigroup Inc. | Add +2.1% | 1.33% | +0.10 |
| IRTC Irhythm Holdings Inc. | Add +1.9% | 0.48% | +0.09 |
| PM Philip Morris International | Add +0.2% | 0.32% | +0.09 |
| PR Permian Resources Corp. Class A | New | 0.09% | +0.09 |
| ARIS WATER SOLUTIONS INC-A | New | 0.09% | +0.09 |
| NET Cloudflare Inc. Class A | New | 0.09% | +0.09 |
| CNH CNH Industrial NV | Add +1.3% | 0.64% | +0.09 |
| WFC Wells Fargo & Co. | Add +37.8% | 0.27% | +0.09 |
| NKE Nike Inc. Class B | Add +56.7% | 0.30% | +0.08 |
| MASI Masimo Corp. | New | 0.08% | +0.08 |
| GE General Electric | Add +14.8% | 0.24% | +0.08 |
| ARM Arm Holdings PLC-ADR | Add +25.9% | 0.58% | +0.07 |
| DASH DoorDash Inc. Class A | Add +7.5% | 0.39% | +0.07 |
| DG Dollar General Corp. | Add +26.7% | 0.21% | +0.07 |
| BZ Kanzhun Ltd. - ADR | Add +20.1% | 0.17% | +0.07 |
| FANG Diamondback Energy Inc. | Add +57.5% | 0.19% | +0.07 |
| ADI Analog Devices Inc. | Add +64.5% | 0.17% | +0.07 |
| INSM Insmed Inc. | Add +2.9% | 0.40% | +0.07 |
| S Sentinelone Inc. Class A | New | 0.06% | +0.06 |
| AJG Arthur J Gallagher & Co. | Add +8.9% | 0.22% | +0.06 |
Options Activity Q4 2024 → Q1 2025
| TSLA Tesla Inc. | put | Sold out | 592,600 | $239.3Mbefore exit |
| AMZN Amazon.com Inc. | call | Sold out | 1,007,700 | $221.1Mbefore exit |
| TSLA Tesla Inc. | call | Sold out | 510,900 | $206.3Mbefore exit |
| MSFT Microsoft Corp. | put | Reduce -6.7% | 484,400 | $181.8M |
| AMZN Amazon.com Inc. | put | Sold out | 559,800 | $122.8Mbefore exit |
| META Meta Platforms Inc. Class A | put | Sold out | 176,300 | $103.2Mbefore exit |
| AAPL Apple Inc. | call | Sold out | 357,900 | $89.6Mbefore exit |
| APO Apollo Global Management Inc. | call | Sold out | 503,500 | $83.2Mbefore exit |
| CEG Constellation Energy | put | Sold out | 346,400 | $77.5Mbefore exit |
| VST Vistra Corp. | call | Sold out | 503,800 | $69.5Mbefore exit |
| NOW ServiceNow Inc. | put | Sold out | 56,300 | $59.7Mbefore exit |
| KKR KKR & Co. Inc. | call | Sold out | 387,500 | $57.3Mbefore exit |
| TSM Taiwan Semiconductor-SP ADR | put | New | 241,000 | $40.0M |
| NVDA Nvidia Corp. | put | New | 273,800 | $29.7M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| LITHIUM ARGENTINA AG (LARCN 1.75 01/15/27) | NOTE 1.750% 1/1 · principal | New | 2,455,000 | $2.0M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 328 | $61.3B | ACGL, BNY, GOOGL, ELV, SCHW |
| Q1 2026 | 327 | $61.3B | ACGL, BNY, SCHW, GOOGL, ELV |
| Q4 2025 | 325 | $65.4B | ACGL, GOOGL, ELV, SCHW, BNY |
| Q3 2025 | 322 | $69.5B | ACGL, GOOGL, SCHW, BNY, META |
| Q2 2025 | 329 | $67.1B | ACGL, META, SCHW, NFLX, AXP |
| Q1 2025 | 338 | $61.6B | ACGL, ARGX, ELV, SCHW, BRK.B |
| Q4 2024 | 349 | $64.9B | ACGL, ARGX, GOOGL, META, SCHW |
| Q3 2024 | 327 | $66.7B | ACGL, ARGX, GOOGL, META, AXP |
| Q2 2024 | 321 | $65.8B | ACGL, GOOGL, AMZN, ARGX, META |
| Q1 2024 | 325 | $68.6B | ACGL, GOOGL, AMZN, CMG, META |