26 feb 2020 artisan partners growth team investor update · 26 feb 2020 artisan partners growth...

Artisan Partners Growth Team Investor Update26 Feb 2020

Jim Hamel, CFALead Portfolio Manager—Global Opportunities Fund

Craigh Cepukenas, CFALead Portfolio Manager—Small Cap Fund

Matt Kamm, CFALead Portfolio Manager—Mid Cap Fund

Jason White, CFALead Portfolio Manager—Global Discovery Fund

This is an offering of shares of an Artisan Fund and does not create a relationship between the investor and Artisan Partners. The Notes and Disclosures section of this presentation contains important information. Readers are encouraged to review it carefully.

Artisan Partners Growth TeamTeam approach leverages high degrees of experience and knowledge within a disciplined investment process

Leadership

Matthew H. Kamm, CFAPortfolio ManagerLead Portfolio Manager—Mid Cap Fund20 Years Investment Experience

Craigh A. Cepukenas, CFAPortfolio ManagerLead Portfolio Manager—Small Cap Fund31 Years Investment Experience

Jason L. White, CFAPortfolio ManagerLead Portfolio Manager—Global Discovery Fund20 Years Investment Experience

James D. Hamel, CFAPortfolio ManagerLead Portfolio Manager—Global Opportunities Fund23 Years Investment Experience

Artisan Partners Growth Team

Team leadership has been working together for an average of 21 years

Analysts

Research Associates

Coordinators

Martin JochmannHealth Care18 Years

Jay C. Warner, CFAAssociate Portfolio ManagerFinancials18 Years

Pratik S. PatelGeneralist19 Years

Roderick M. BrowerHead of ESG IntegrationInternet, Media and Consumer20 Years

Fischer Van HandelIndustrials and Energy8 Years

Michael A. Schneider, CFAAssociate Portfolio ManagerIndustrials and Energy22 Years

Aashish S. RaoAssociate Portfolio ManagerTechnology12 Years

Cindy Mu, CFAConsumer13 Years

Stan Buncher, CFAInternet, Media and Consumer10 Years

Alexander Braid, CFAFinancials15 Years

Client Service Team

Chip Ridley, CFAManaging DirectorBusiness Leader

Floyd Dukes, CFAPortfolio Specialist

Cameron Griffin, CFAPortfolio Specialist

Traders

Jay B. Peters28 Years

Bryan P. Schultz18 Years

Robin JohnsonESG14 Years

Heather Dow20 Years

Cristal Lieungh25 Years

Ryan TochiharaHealth Care12 Years

Yian YuGeneralist2 Years

ARTISAN PARTNERS 1

Performance Summary


As of 31 Dec 2019 Investor Class Status 1 Yr 3 Yr 5 Yr 10 Yr InceptionGlobal Opportunities Fund (22 Sep 2008) ARTRX Open 35.60% 17.38% 12.79% 13.70% 11.73%MSCI All Country World Index 26.60% 12.44% 8.41% 8.79% 7.53%Lipper Percentile Rank 11 26 13 6 5Lipper Absolute Rank / # of Funds in Category 21/202 40/157 16/132 4/72 3/60Global Discovery Fund (21 Aug 2017) APFDX Open 42.57% --- --- --- 18.26%MSCI All Country World Index 26.60% --- --- --- 10.11%Lipper Percentile Rank 1 --- --- --- 1Lipper Absolute Rank / # of Funds in Category 1/141 --- --- --- 1/126Mid Cap Fund (27 Jun 1997) ARTMX Open 38.12% 16.89% 10.10% 13.72% 13.35%Russell Midcap® Growth Index 35.47% 17.36% 11.60% 14.24% 9.10%Lipper Percentile Rank 13 59 70 41 2Lipper Absolute Rank / # of Funds in Category 71/549 287/493 303/434 125/305 1/78Small Cap Fund (28 Mar 1995) ARTSX Closed* 40.14% 22.03% 13.99% 15.27% 9.87%Russell 2000® Growth Index 28.48% 12.49% 9.34% 13.01% 7.96%Lipper Percentile Rank 5 7 8 8 61Lipper Absolute Rank / # of Funds in Category 31/630 34/561 38/489 27/372 32/52(Inception)

Average Annual Total Returns

Past performance does not guarantee and is not a reliable indicator of future results. Investment returns and principal values will fluctuate so that an investor's shares, when redeemed, may be worth more or lessthan their original cost. Current performance may be lower or higher than that shown. Call 800.344.1770 for current to most recent month-end performance. Performance may reflect agreements to limit a Fund’sexpenses, which would reduce performance if not in effect.Source: Artisan Partners/Russell/MSCI/Lipper. *Closed to most new investors. Lipper rankings are based on total return, are historical and do not represent future results. The Global Opportunities Fund is ranked within Lipper, Inc.'s Global Multi-Cap Growth category. The Global Discovery Fund is ranked withinLipper, Inc.'s Global Small-/Mid-Cap category. The Mid Cap Fund is ranked within Lipper Inc.'s Multi-Cap Growth category. The Small Cap Fund is ranked within Lipper, Inc.'s Small-Cap Growth category. The number of funds in the category may include several share classes of the same mutual fund which may havea material impact on the fund's ranking within the category. Returns less than one year are not annualized.

Expense Ratios (%) ARTRX APFDX ARTMX ARTSX

Annual Report 30 Sep 20191 1.15 1.402,3 1.19 1.20

Prospectus 30 Sep 20193 1.15 1.41 1.19 1.21

1Audited. For the fiscal year ended 30 Sep 2019. 2SExcludes Acquired Fund Fees and Expenses as described in the prospectus. 3See prospectus for more information.

ARTISAN PARTNERS 2

2019 Performance Summary


Fund—Investor ClassTotal

ReturnBenchmark

Return1 Variance Top 5 Contributors Bottom 5 Contributors

Artisan Global Discovery Fund 42.6% 26.6% 16.0% Varta AG

Global Payments Inc

Teledyne Technologies Inc

Notre Dame Intermedica Participacoes

Techtronic Industries Co Ltd

Arista Networks Inc

Cision Ltd

Nordex SE

Canada Goose Holdings Inc

Eicher Motors Ltd

Artisan Small Cap Fund 40.1% 28.5% 11.6% Veeva Systems Inc

DexCom Inc

Teledyne Technologies Inc

Q2 Holdings Inc

Roku Inc

Benefitfocus Inc

Virtu Financial Inc

Cision Ltd

Tabula Rasa HealthCare Inc

Agios Pharmaceuticals Inc

Artisan Mid Cap Fund 38.1% 35.5% 2.6% Global Payments Inc

Veeva Systems Inc

Worldpay Inc

IHS Markit Ltd

Advanced Micro Devices Inc

Arista Networks Inc

Zoom Video Communications Inc

Albemarle Corp

Canada Goose Holdings Inc

Zscaler Inc

Artisan Global Opportunities Fund 35.6% 26.6% 9.0% IHS Markit Ltd

Techtronic Industries Co Ltd

Worldpay Inc

London Stock Exchange Group PLC

Advanced Micro Devices Inc

Arista Networks Inc

Alexion Pharmaceuticals Inc

Umicore SA

Zoom Video Communications Inc

Shiseido Co Ltd

1Benchmark returns represent the MSCI ACWI (Artisan Global Opportunities Fund, Artisan Global Discovery Fund), Russell Micap® Growth Index (Artisan Mid Cap Fund) and Russell 2000® Growth Index (Artisan Small Cap Fund) returns for the 1-year period ending 31 Dec 2019.Source: Artisan Partners/MSCI/Russell/Factset. As of 31 Dec 2019. Past performance does not guarantee and is not a reliable indicator of future results. These securities made the greatest contribution to, or detracted most from, performance during the period. This is not a complete listing ofportfolio activity. Upon request, Artisan will provide: (i) the calculation methodology and/or (ii) a list showing the contribution of each holding to overall performance during the measurement period. Securities of the same issuer are aggregated to determine the weight in the portfolio. Thevariance column is calculated by subtracting the benchmark return from the total fund return. Refer to Notes and Disclosures on the last slide of the presentation for average security weights in each fund for the period.

ARTISAN PARTNERS 3

Global Opportunities Global Discovery Mid Cap Small Cap

Health Care InnovationNew drugs, devices, diagnostics and delivery models that make health care more effective and efficient

GenmabAstraZenecaLonza Group

IlluminaNotre Dame Intermedica

OrpeaLonza Group

Notre Dame Intermedica

Boston ScientificGenmab

Exact SciencesArgenx

Ascendis Pharma

DexComNeogenomics

Ascendis PharmaArgenx

Industrial Process InnovationPrecision technologies and systems that increase quality, synchronize information streams and speed throughput to lower production costs

KeyenceFortive

Teledyne TechnologiesNovanta

FortiveCognexTrimble

CognexTeledyne Technologies

Novanta

Internal ChangeNew management teams, new products, strategic acquisitions and other changes that can unlock growth and margin opportunities

Lowe’s Burberry

VartaPuma

Gardner Denver L3 Harris

ZyngaAdvanced Micro Devices

NovantaCheggZynga

Transforming How We WorkThe development and use of modern software tools to facilitate a more collaborative, efficient, mobile and secure work environment

Veeva SystemsMicrosoftCeridian

Zoom Video

Veeva SystemsTechtronic

AtlassianVeeva Systems

Guidewire SoftwareZoom Video

BlacklineHubSpot

Guidewire SoftwareCoupa

Digital PaymentsDifferentiated technology solutions are transforming digital payments, enabling the processing of secure transactions in increasingly complex and global settings

Pagseguro DigitalVisa

Fidelity National Information Services

Adyen

Pagseguro DigitalGlobal Payments

Fidelity National Information Services

AdyenGlobal PaymentsPagseguro Digital

ACI WorldwideQ2 Holdings

The Rise of ESGBeyond power generation and transportation methods, environmental, social and governance considerations are broadly impacting how companies think about and measure environmental footprints and benchmark social outcomes

Vestas Wind SystemsDSM

IberdrolaNextEra Energy

Orsted

Vestas Wind SystemsDSM

Aluflexpack

CreeMSCI

CMS Energy

CreeMorningstar


Source: Artisan Partners. As of 31 Dec 2019. For illustrative purposes only. The investment themes and security examples listed are not representative of the entire portfolios and are subject to change without notice. Refer to the portfolio holdings slide for security weights in each fund.

Where We Are Finding Growth

ARTISAN PARTNERS 4

Why Artisan Global Discovery Fund?

Artisan Global Discovery is a mid-cap focused, best-ideas, global growth portfolio designed to:

Capitalize on the team’s 10+ years’ experience investing in companies worldwide through the Global Opportunities Fund.

Build on the team’s 20+ years’ experience in mid-cap growth investing.

Blend those skills to offer a focused and highly flexible portfolio of companies representing some of the team’s best ideas across the entire global economy and market cap spectrum.

Through the disciplined application of its process, the Growth Team seeks to:

Deliver strong absolute returns over a full market cycle.

Outperform active global managers and broad global indices.


ARTISAN PARTNERS 5

Global Discovery Update

(%) as of 31 Dec 2019 2019 2018 Inception

Investor Class: APFDX 42.6 -3.1 18.3

MSCI AC World Index 26.6 -9.4 10.1

Upside CaptureAverage Up Month

Downside CaptureAverage Down Month

Artisan Global Discovery Fund 304bps -357bps

MSCI AC World Index 246bps -420bps

Difference +58bps +63bps

Upside/Downside Capture Since Inception

Performance

Past performance does not guarantee and is not a reliable indicator of future results.Source: Artisan Partners/MSCI/Factset. As of 31 Dec 2019. Upside/Downside Capture represents average monthly returns during months when the index was positive and negative, respectively. Performance data shown for the Investor Class. May not sum due to rounding. Fund inception 21 Aug 2017.


ARTISAN PARTNERS 6

Mar

201

8

Apr

201

8

May

201

8

Jun

2018

Jul 2

018

Aug

201

8

Sep

2018

Oct

201

8

Nov

201

8

Dec

201

8

Jan

2019

Feb

2019

Mar

201

9

Apr

201

9

May

201

9

Jun

2019

Jul 2

019

Aug

201

9

Sep

2019

Oct

201

9

Nov

201

9

Dec

201

9

20

30

40

50

60

70

Notre Dame Intermedica Participacoes SA23-Apr-2018 to 30-Dec-2019BRL High: 69.14 Low: 20.00 Last: 68.25

Source: Artisan Partners/FactSet/Bloomberg. As of 31 Dec 2019. Past performance does not guarantee and is not a reliable indicator of future results. Purchases after the initial purchase date in the portfolio may continue for an extended period of time, and the difference between the price at the initialpurchase date and the current price may not be an accurate indication of the gain or loss in the portfolio. 1The blended PMV is a blend of the team’s current and forward year PMV estimates. Refer to the portfolio holdings slide for security weight.

Stock Example—Notre Dame Intermedica Participacoes

As of 31 Dec 2019

Portfolio Weight 2.7%

Market Capitalization BRL 41.2bn

FY20 EPS Est. BRL 1.43

FY21 EPS Est. BRL 1.83

Long-Term EPS Growth Est. 23.3%

Blended PMV1 BRL 81

Franchise Elements Brazil’s largest vertically integrated healthcare operator focused on

providing quality healthcare at affordable prices to employers in the country’s southeast.

Investment Thesis As Brazil has faced rapid healthcare cost inflation, Intermedica has

vertically integrated into the provision of hospital and ambulatory services, lowering costs and improving quality of service. These savings have allowed Intermedica to lower premiums and capture market share during recession years in Brazil.

Brazil is still in the early innings of a healthcare industry consolidation with the top three players accounting for less than 20% of insured lives. Intermedica should be one of the key consolidators of this market going forward.

As Brazil comes out of a 3-year recession and economic growth picks up, Intermedica will likely be a significant beneficiary of job growth creation.

Campaign Highlights Initiated a GardenSM position in Q2 2018 upon the company’s initial

public offering.

Became a top-20 holding by Q2 2019 as we saw signs the profit cycle was accelerating as anticipated.

Increased to a top-10 holding by Q4 2019 as we gained conviction in the strength of the profit-cycle potential.

Initial Purchase Date: 23 Apr 2018

Artisan Global Discovery Fund

ARTISAN PARTNERS 7

Dec

201

7

Mar

201

8

Jun

2018

Sep

2018

Dec

201

8

Mar

201

9

Jun

2019

Sep

2019

Dec

201

9

20

30

40

50

60

70

80

90

100

110

120

130

Varta AG29-Dec-2017 to 30-Dec-2019EUR High: 127.60 Low: 17.83 Last: 121.40

Stock Example—Varta AG

As of 31 Dec 2019

Portfolio Weight 2.8%

Market Capitalization €4.9bn

FY20 EPS Est. €2.30

FY21 EPS Est. €2.91

Long-Term EPS Growth Est.1 16%

Blended PMV2 €125

Franchise Elements The world's leading manufacturer of microbatteries for hearing aids,

wearable electronics, and industrial applications.

Investment Thesis Sleek, and small wearable devices such as wireless headphones, smart

watches, fitness trackers, with complex wireless connectivity needs (WiFi, Bluetooth, 4G/5G) require batteries with high energy density in small form factors, with high reliability & fire safety requirements play to VARTA 's strengths.

VARTA's core hearing aid business is also undergoing a slow but steady transition as the market moves towards rechargeable Lithium batteries from current disposable Zinc batteries.

Our work suggests that VARTA's expertise in high volume manufacturing (1.2bn batteries per year) of miniature batteries driven by 30+ years of innovation, combined with stringent reliability requirements makes it one of the only producers capable of serving this market. We anticipate a meaningful growth runway ahead of the company, which should drive a compelling profit cycle.

Campaign Highlights Initiated a GardenSM position in Q3 2018.

Became a top-20 holding by Q2 2019 on signs the profit cycle was taking hold as we anticipated.

Increased to a top-10 holding by Q3 2019 as we gained conviction in the strength of the profit-cycle potential.


Source: Artisan Partners/FactSet/Bloomberg. As of 31 Dec 2019. Past performance does not guarantee and is not a reliable indicator of future results. Purchases after the initial purchase date in the portfolio may continue for an extended period of time, and the difference between the price at the initialpurchase date and the current price may not be an accurate indication of the gain or loss in the portfolio. 1The long-term EPS growth rate is based on the team’s estimates. 2The blended PMV is a blend of the team’s current and forward year PMV estimates. Refer to the portfolio holdings slide for security weight.

Initial Purchase Date: 3 Jul 2018

ARTISAN PARTNERS 8

Source: Artisan Partners/FactSet/GICS. As of 31 Dec 2019. Past performance does not guarantee and is not a reliable indicator of future results. These securities made the greatest contribution to, or detracted most from, performance during the period. This is not a complete listing of portfolio activity. Uponrequest, Artisan will provide: (i) the calculation methodology and/or (ii) a list showing the contribution of each holding to overall performance during the measurement period. Securities of the same issuer are aggregated to determine the weight in the portfolio. Refer to Portfolio Holdings for security weights as of31 Dec 2019 and the Notes and Disclosures slide for average portfolio weights during the 1-year period.

ARTISAN PARTNERS 9

Contribution to Return—1 Yr

Top 5 Sector Contribution to Return

Varta Industrials 3.99%

Global Payments Information Technology 3.65%

Teledyne Technologies Industrials 2.64%

Notre Dame Intermedica Participacoes Health Care 1.98%

Techtronic Industries Industrials 1.91%

Bottom 5 Sector Contribution to Return

Arista Networks Information Technology -0.50%

Cision (sold) Information Technology -0.29%

Nordex (sold) Industrials -0.22%

Canada Goose Consumer Discretionary -0.16%

Eicher Motors (sold) Consumer Discretionary -0.12%


Artisan Global Opportunities Fund

Portfolio Holdings—By Sector (% of total portfolio)

Source: GICS. As of 31 Dec 2019. Cash represented 6.7% of the total representative portfolio at 31 Dec 2019. Securities of the same issuer are aggregated to determine the weight in the portfolio.

ARTISAN PARTNERS 10




ARTISAN PARTNERS 11

Artisan Mid Cap Fund



ARTISAN PARTNERS 12

Artisan Small Cap Fund



ARTISAN PARTNERS 13


Q&A

Notes and Disclosures

Artisan Partners

This section of this presentation contains information important to a complete understanding of the material presented. Please review it carefully.

Carefully consider the Fund’s investment objective, risks and charges and expenses. This and other important information is contained in the Fund's prospectus and summaryprospectus, which can be obtained by visiting www.artisanpartners.com/prospectus. Read carefully before investing.These materials are presented in connection with an offer of the shares of a Fund in the series of Artisan Partners Funds, Inc. These materials are not an offer for any other mutual fund mentioned. A purchase of shares of an Artisan Partners Fund does not create an investment advisoryrelationship between the investor and Artisan Partners Limited Partnership, the investment adviser to the Fund. In addition to acting as investment adviser to the Fund, Artisan Partners provides institutional investment management services.

International investments involve special risks, including currency fluctuation, lower liquidity, different accounting methods and economic and political systems, and higher transaction costs. These risks typically are greater in emerging markets. Securities of small-and medium-sized companies tend to have a shorter history of operations, be more volatile and less liquid and may have underperformed securities of large companies during some periods. Growth securities may underperform other asset types during a givenperiod.

MSCI All Country World Index measures the performance of developed and emerging markets. Russell 2000® Growth Index measures the performance of US small-cap companies with higher price/book ratios and forecasted growth values. Russell Midcap® Growth Index measuresthe performance of US mid-cap companies with higher price/book ratios and forecasted growth values. The index(es) are unmanaged; include net reinvested dividends; do not reflect fees or expenses; and are not available for direct investment.

MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved orproduced by MSCI.

Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the RussellIndexes and/or Russell ratings or underlying data and no party may rely on any Russell Indexes and/or Russell ratings and/or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell doesnot promote, sponsor or endorse the content of this communication.

This material is provided for informational purposes without regard to your particular investment needs. This material shall not be construed as investment or tax advice on which you may rely for your investment decisions. Investors

should consult their financial and tax adviser before making investments in order to determine the appropriateness of any investment product discussed herein.

Portfolio Statistics: Portfolio statistics are intended to provide a general view of the entire portfolio, or Index, at a certain point in time. Statistics are calculated using information obtained from various data sources. Artisan Partners excludes outliers when calculating portfolio statistics. Ifinformation is unavailable for a particular security Artisan may use data from a related security to calculate portfolio statistics. Totals may not sum due to rounding. All data shown is in USD unless otherwise indicated.

Security Examples: The security examples provided do not constitute recommendations to buy or sell investments. The examples present information about the companies believed to be accurate and are the views of the portfolio managers as of the date indicated.

Attribution: Performance attribution quantifies the relationship between a portfolio’s relative returns and the active management decisions differentiating the portfolio from the benchmark. Attribution excludes account fees and expenses and does not represent an investor’s total return.Allocation Effect examines the relative return attributable to group (e.g., asset class, sector, region) allocations. Selection Effect examines the relative return attributable to security selections. Attribution is not exact, but should be considered an approximation of the relative contributionthe factors considered.

Portfolio Holdings: For the purpose of determining the portfolio's holdings, securities of the same issuer are aggregated to determine the weight in the portfolio. For an index, the largest holdings are calculated at the security level and do not aggregate securities held by an issuer.Holdings information is not intended to represent or predict portfolio investment performance or as a recommendation of any individual security. A complete list of the securities held by portfolio, other than cash and cash equivalents unless otherwise noted, as of the date indicated isincluded. Securities named in this material, but not listed within the portfolio holdings page were not held as of the date reported. Portfolio holdings are subject to change without notice. This listing is for informational purposes only and may not be identical to the official books andrecords of the Fund. Security names may not represent the official legal corporate name. Please refer to the Fund's most recent Annual Report for an audited portfolio holdings list.

Market Cap is the aggregate value of all of a company's outstanding equity securities. Long-Term EPS Growth Rate is the average of the 3-5 year forecasted EPS growth rate of a company. Private Market Value is an estimate of the value of a company if divisions were eachindependent and established their own market stock prices. Upside Capture is a statistical measure of an investment manager's overall performance in up-markets. Downside Capture is a statistical measure of an investment manager's overall performance in down-markets.

The Global Industry Classification Standard (GICS ®) is the exclusive intellectual property of MSCI Inc. (MSCI) and Standard & Poor’s Financial Services, LLC (S&P). Neither MSCI, S&P, their affiliates, nor any of their third party providers (“GICS Parties”) makes any representations orwarranties, express or implied, with respect to GICS or the results to be obtained by the use thereof, and expressly disclaim all warranties, including warranties of accuracy, completeness, merchantability and fitness for a particular purpose. The GICS Parties shall not have any liabilityfor any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of such damages.

Our capital allocation process is designed to build position size according to our conviction. Portfolio holdings develop through three stages: GardenSM, CropSM and HarvestSM. GardenSM investments are situations where we believe we are right, but there is not clear evidence that theprofit cycle has taken hold, so positions are small. CropSM investments are holdings where we have gained conviction in the company’s profit cycle, so positions are larger. HarvestSM investments are holdings that have exceeded our estimate of intrinsic value or holdings where there is adeceleration in the company’s profit cycle. HarvestSM investments are generally being reduced or sold from the portfolios.

ARTISAN PARTNERS 15

Notes and Disclosures

Artisan Partners

2019 Performance Summary Slide: The holdings mentioned comprised the following average weights in the portfolios during the one-year time period ending 31 Dec 2019: Global Discovery Fund: Varta AG 2.3%, Global Payments Inc 5.5%, Teledyne TechnologiesInc 4.2%, Notre Dame Intermedica Participacoes SA 2%, Techtronic Industries Co Ltd 3.6%, Eicher Motors Ltd <0.1%, Canada Goose Holdings Inc 1.1%, Nordex SE 0.1%, Cision Ltd 0.4%, Arista Networks Inc 0.9%; Global Opportunities Fund: IHS Markit Ltd 6.3%,Techtronic Industries Co Ltd 3.9%, Worldpay Inc 1.8%, London Stock Exchange Group PLC 2.4%, Advanced Micro Devices Inc 1.8%, Shiseido Co Ltd 0.1%, Zoom Video Communications Inc 0.4%, Umicore SA 0.4%, Alexion Pharmaceuticals Inc 1.7%, AristaNetworks Inc 1%; Small Cap Fund: Veeva Systems Inc 2.2%, DexCom Inc 3.4%, Teledyne Technologies Inc 4.4%, Q2 Holdings Inc 4.1%, Roku Inc 0.7%, Agios Pharmaceuticals Inc 0.3%, Tabula Rasa HealthCare Inc 1.3%, Cision Ltd 0.6%, Virtu Financial Inc 1.2%,Benefitfocus Inc 1.1%; Mid Cap Fund: Global Payments Inc 5.4%, Veeva Systems Inc 3.5%, Worldpay Inc 1.8%, IHS Markit Ltd 3.6%, Advanced Micro Devices Inc 1.8%, Zscaler Inc 0.4%, Canada Goose Holdings Inc 1.3%, Albemarle Corp 0.4%, Zoom VideoCommunications Inc 0.6%, Arista Networks Inc 1.2%.

Artisan Partners Funds offered through Artisan Partners Distributors LLC (APDLLC), member FINRA. APDLLC is a wholly owned broker/dealer subsidiary of Artisan Partners Holdings LP. Artisan Partners Limited Partnership, an investment advisory firm and adviser to Artisan Partners Funds,is wholly owned by Artisan Partners Holdings LP.

© 2020 Artisan Partners. All rights reserved.

ARTISAN PARTNERS 16

26 feb 2020 artisan partners growth team investor update · 26 feb 2020 artisan partners growth...

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