What Makes Tradeweb Markets (TW) a Durable Compounder?
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 2,896,209 | $340,767,988 | +57% | 0.16% |
| 2. | Linonia Partnership Philip Uhde | 2,791,246 | $328,418,004 | 6.1% | |
| 3. | Cantillon Capital Management William Von Mueffling | 2,367,041 | $278,506,044 | -12% | 1.85% |
| 4. | Millennium Management Israel Englander | 1,968,423 | $231,604,650 | +435% | 0.1% |
| 5. | Kensico Capital Michael Lowenstein | 1,007,800 | $118,577,748 | +39% | 2.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.00 | 30,000 | $810,000.00 | 104,358 | 2019-04-08 | Filing | |
| $27.00 | 4,000 | $108,000.00 | 48,294 | 2019-04-08 | Filing | |
| $27.00 | 3,000 | $81,000.00 | 45,508 | 2019-04-08 | Filing | |
| $27.00 | 12,000 | $324,000.00 | 344,543 | 2019-04-08 | Filing | |
| $27.00 | 5,500 | $148,500.00 | 40,841 | 2019-04-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $120.66 | 21,221 | $2,560,496.15 | 36,291 | 2026-04-15 | Filing | |
| $125.75 | 2,584 | $324,938.00 | 34,993 | 2026-03-20 | Filing | |
| $124.86 | 592 | $73,917.12 | 13,921 | 2026-03-23 | Filing | |
| $125.12 | 2,219 | $277,649.05 | 14,513 | 2026-03-20 | Filing | |
| $124.86 | 1,614 | $201,524.04 | 22,264 | 2026-03-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,504,175 | $882,941,229 | 0.16% | |
| 2. | 6,828,834 | $803,480,665 | 0.01% | |
| 3. | 5,609,871 | $660,057,422 | 0.03% | |
| 4. | 5,190,795 | $610,748,940 | 0.01% | |
| 5. | 2,744,804 | $322,953,639 | 0.01% |