SCHEDULE 13G/A: Artisan Partners Discloses 9.2% Stake in Sensata Technologies Holding plc

Artisan Partners Asset Management Inc. and its affiliates have filed an amended Schedule 13G, reporting a beneficial ownership of 9.2% in Sensata Technologies Holding plc as of March 31, 2025.

Summary

• Artisan Partners Asset Management Inc., along with its affiliated entities Artisan Partners Holdings LP, Artisan Investments GP LLC, Artisan Partners Limited Partnership, and Artisan Partners Funds, Inc., collectively reported beneficial ownership of 13,742,760 Ordinary Shares of Sensata Technologies Holding plc.
• This aggregate beneficial ownership represents 9.2% of Sensata Technologies Holding plc's outstanding shares, based on 149,551,960 shares outstanding as of February 7, 2025.
• The reporting persons hold shared voting power over 13,483,627 shares and shared dispositive power over 13,742,760 shares.
• Artisan Partners Limited Partnership (APLP) holds the 13,742,760 shares, including 10,729,100 shares held on behalf of Artisan Partners Funds, Inc.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership, which is neutral in sentiment. It does not contain positive or negative performance indicators or forward-looking statements.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of significant beneficial ownership by an institutional investor, Artisan Partners, in Sensata Technologies. Such disclosures are common in the investment management industry and reflect portfolio positioning rather than specific industry trends or competitive actions.

Related Party Transactions

• Artisan Partners Limited Partnership holds 13,742,760 shares, including 10,729,100 shares on behalf of Artisan Partners Funds, Inc., indicating an internal allocation within the Artisan Partners group.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake, which can influence market perception and liquidity.
• Company Management: Awareness of a large shareholder's position, though the filing states the stake is not for control purposes.

Key Dates

Keywords

Sensata Technologies Holding plc, Artisan Partners Asset Management Inc., Beneficial Ownership, Schedule 13G, SEC Filing, Investment Adviser, Institutional Ownership, Ordinary Shares