Artisan Global Equity Fund (APDHX) is an MF managed by Independent / Boutique. Its largest position is APPLIED MATERIALS INC /DE (AMAT), representing 4.18% of fund assets.
Artisan Global Equity Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- APDHX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
APPLIED MATERIALS INC /DE
|
4.18% | $8,297,845.72 | 165,952 |
|
-
NATIONAL GRID PLC
|
4.01% | $7,954,755.36 | 471,842 |
|
-
APPLIED MATERIALS INC /DE
|
3.87% | $7,686,952.96 | 1,219,119 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
3.75% | $7,441,557.68 | 132,000 |
|
-
SKY Perfect JSAT Holdings Inc
|
3.59% | $7,130,418.17 | 378,731 |
|
-
APPLIED MATERIALS INC /DE
|
3.32% | $6,593,615.81 | 1,774,812 |
|
-
APPLIED MATERIALS INC /DE
|
3.14% | $6,245,073.21 | 1,100,970 |
|
-
APPLIED MATERIALS INC /DE
|
2.99% | $5,937,539.01 | 101,300 |
|
-
APPLIED MATERIALS INC /DE
|
2.99% | $5,930,227.93 | 171,771 |
|
-
APPLIED MATERIALS INC /DE
|
2.75% | $5,466,711.56 | 6,709 |
|
-
T-Mobile US, Inc.
|
2.62% | $5,206,433.67 | 24,789 |
|
-
BLACKROCK LIQUIDITY FUNDS T-FU
|
2.59% | $5,135,695.06 | 5,135,695 |
|
-
APPLIED MATERIALS INC /DE
|
2.56% | $5,079,019.89 | 1,131,024 |
|
-
APPLIED MATERIALS INC /DE
|
2.11% | $4,185,400.72 | 1,232,167 |
|
-
APPLIED MATERIALS INC /DE
|
2.02% | $4,018,862.76 | 10,258 |
|
-
Venture Global, Inc.
|
2.00% | $3,961,796.08 | 251,383 |
|
-
APPLIED MATERIALS INC /DE
|
1.99% | $3,943,203.38 | 27,159,405 |
|
-
APPLIED MATERIALS INC /DE
|
1.94% | $3,846,323.19 | 384,393 |
|
-
APPLIED MATERIALS INC /DE
|
1.83% | $3,640,719.20 | 2,215 |
|
-
APPLIED MATERIALS INC /DE
|
1.81% | $3,601,515.80 | 10,060 |
|
-
APPLIED MATERIALS INC /DE
|
1.80% | $3,579,103.09 | 5,097,356 |
|
-
APPLIED MATERIALS INC /DE
|
1.76% | $3,489,616.87 | 64,087 |
|
-
APPLIED MATERIALS INC /DE
|
1.70% | $3,378,450.96 | 772,400 |
|
-
APPLIED MATERIALS INC /DE
|
1.68% | $3,343,856.03 | 278,692 |
|
-
APPLIED MATERIALS INC /DE
|
1.67% | $3,310,481.88 | 41,275 |
|
-
APPLIED MATERIALS INC /DE
|
1.67% | $3,308,111.70 | 52,400 |
|
-
APPLIED MATERIALS INC /DE
|
1.65% | $3,278,715.13 | 397,811 |
|
-
APPLIED MATERIALS INC /DE
|
1.49% | $2,951,545.05 | 22,530 |
|
-
MITSUBISHI UFJ FINANCIAL GROUP INC
|
1.44% | $2,855,367.69 | 169,000 |
|
-
APPLIED MATERIALS INC /DE
|
1.43% | $2,830,024.06 | 183,725 |
|
-
Lloyds Banking Group plc
|
1.27% | $2,519,412.25 | 2,038,434 |
|
-
APPLIED MATERIALS INC /DE
|
1.24% | $2,463,112.03 | 39,262 |
|
-
APPLIED MATERIALS INC /DE
|
1.23% | $2,447,574.91 | 25,621 |
|
-
APPLIED MATERIALS INC /DE
|
1.19% | $2,366,354.40 | 87,942 |
|
-
APPLIED MATERIALS INC /DE
|
1.16% | $2,295,791.08 | 216,900 |
|
-
APPLIED MATERIALS INC /DE
|
1.12% | $2,224,660.82 | 81,762 |
|
-
APPLIED MATERIALS INC /DE
|
1.07% | $2,129,343.97 | 3,817 |
|
-
APPLIED MATERIALS INC /DE
|
1.07% | $2,117,739.22 | 36,927 |
|
-
APPLIED MATERIALS INC /DE
|
1.06% | $2,110,138.95 | 124,500 |
|
-
EMBRAER S.A.
|
1.04% | $2,074,229.70 | 34,955 |
|
-
APPLIED MATERIALS INC /DE
|
1.02% | $2,030,181.81 | 186,480 |
|
-
STRYKER CORP
|
1.02% | $2,016,885.42 | 6,138 |
|
-
APPLIED MATERIALS INC /DE
|
0.95% | $1,881,819.20 | 447,534 |
|
-
APPLIED MATERIALS INC /DE
|
0.94% | $1,866,473.15 | 127,155 |
|
-
Natera, Inc.
|
0.93% | $1,846,907.65 | 9,235 |
|
-
APPLIED MATERIALS INC /DE
|
0.89% | $1,767,362.62 | 55,647 |
|
-
UBS Group AG
|
0.89% | $1,764,115.66 | 45,357 |
|
-
APPLIED MATERIALS INC /DE
|
0.83% | $1,643,051.49 | 14,627 |
|
-
Eaton Corp plc
|
0.75% | $1,483,257.49 | 4,147 |
|
-
BOSTON SCIENTIFIC CORP
|
0.68% | $1,356,906.00 | 21,624 |
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