Artisan Partners Limited Partnership

Position in KTOS — Kratos Defense & Security Solutions, Inc.

CIK 1466153 Milwaukee, WI

Position in KTOS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$117,670,198

+$48,707,822 QoQ

Shares Held

2,360,012

+141.3% QoQ

Ownership

1.26%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#13

of 624 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Industrials · as of Jun 30, 2026

Artisan Partners Limited Partnership holds $2,789,604,974 across 23 Aerospace & Defense names. KTOS ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WWD	Woodward, Inc.	1,368,457	$582,196,346
2	RTX	RTX Corp	2,089,380	$396,418,067
3	GE	General Electric Co	886,087	$331,157,294
4	LHX	L3harris Technologies, Inc. /De/	1,043,646	$303,273,091
5	BWXT	BWX Technologies, Inc.	1,059,496	$206,230,896
6	FTAI	FTAI Aviation Ltd.	510,787	$138,183,207
7	KTOS	Kratos Defense & Security Solutions, Inc. This page	2,360,012	$117,670,198
8	VSEC	Vse Corp	453,393	$103,600,300

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,670,198	2,360,012	+141.3%	Shares	Sole	2026-08-13
2026-03-31	$68,962,376	978,051	+38.8%	Shares	Sole	2026-05-13
2025-12-31	$53,494,612	704,711	-10.0%	Shares	Sole	2026-02-17
2025-09-30	$71,535,583	782,922	-27.7%	Shares	Sole	2025-11-12
2025-06-30	$50,266,099	1,082,155	+11.5%	Shares	Sole	2025-08-12
2025-03-31	$28,814,204	970,502	+63.8%	Shares	Sole	2025-05-14
2024-12-31	$15,630,703	592,521	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.