Artemis Investment Management LLP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$8.6B
Holdings
278
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (278 positions)
| Stock | Value |
|---|---|
GMGENERAL MTRS CO | $222.2M |
MSFTMICROSOFT CORP | $186.8M |
VVISA INC | $160.9M |
AVGOBROADCOM INC | $157.0M |
RTN1USDRAYTHEON CO | $150.0M |
BACVERIZON COMMUNICATIONS INC | $147.7M |
8CWCROWN CASTLE INTL CORP NEW | $140.6M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $136.5M |
TRVCCITIGROUP INC | $135.9M |
ZTSZOETIS INC | $132.9M |
HIIHUNTINGTON INGALLS INDS INC | $132.3M |
BABOEING CO | $117.0M |
PFEPFIZER INC | $109.8M |
ZIONZIONS BANCORPORATION N A | $107.4M |
PLNTPLANET FITNESS INC | $101.3M |
XLNXEURXILINX INC | $97.4M |
LOWLOWES COS INC | $97.2M |
MUMICRON TECHNOLOGY INC | $89.7M |
PYPLPAYPAL HLDGS INC | $88.9M |
JNPJUNIPER NETWORKS INC | $86.8M |
SPGIS&P GLOBAL INC | $86.7M |
ELVANTHEM INC | $86.5M |
HESHESS CORP | $86.2M |
MASMASCO CORP | $85.2M |
TRGPTARGA RES CORP | $85.2M |
GEGGEO GROUP INC NEW | $84.8M |
MSCIMSCI INC | $82.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $80.8M |
CMCSACOMCAST CORP NEW | $79.8M |
SYFSYNCHRONY FINL | $79.0M |
ABBVABBVIE INC | $78.4M |
BBYBEST BUY INC | $71.6M |
QCOMQUALCOMM INC | $69.5M |
AGNCAGNC INVT CORP | $68.0M |
MAMASTERCARD INC | $67.9M |
FNVFRANCO NEVADA CORP | $67.3M |
WFCWELLS FARGO CO NEW | $66.6M |
PLDPROLOGIS INC | $65.2M |
AAPLAPPLE INC | $63.7M |
CHRCHURCHILL DOWNS INC | $62.8M |
METAFACEBOOK INC | $62.8M |
UNHUNITEDHEALTH GROUP INC | $62.8M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $59.2M |
INTUINTUIT | $59.1M |
PGRPROGRESSIVE CORP OHIO | $57.8M |
AG8AGILENT TECHNOLOGIES INC | $56.1M |
VOYAVOYA FINL INC | $55.8M |
NEENEXTERA ENERGY INC | $55.1M |
NSCNORFOLK SOUTHERN CORP | $54.6M |
BACBANK AMER CORP | $54.3M |
NTRNUTRIEN LTD | $54.3M |
FDCFIRST DATA CORP NEW | $53.9M |
—ISRAEL CHEMICALS LTD | $51.6M |
BURLBURLINGTON STORES INC | $49.4M |
CGCARLYLE GROUP L P | $47.3M |
NTAPNETAPP INC | $47.3M |
CITCINTAS CORP | $46.2M |
CMACOMERICA INC | $44.6M |
POOLPOOL CORPORATION | $43.7M |
KLACKLA-TENCOR CORP | $42.8M |
ABTABBOTT LABS | $42.3M |
HUMHUMANA INC | $40.8M |
COPCONOCOPHILLIPS | $40.1M |
MPCMARATHON PETE CORP | $39.7M |
TMUST MOBILE US INC | $38.1M |
LBRDKLIBERTY BROADBAND CORP | $37.7M |
BXUSDBLACKSTONE GROUP L P | $37.4M |
FFIVF5 NETWORKS INC | $36.6M |
MRSHMARSH & MCLENNAN COS INC | $36.3M |
LVSLAS VEGAS SANDS CORP | $36.0M |
AXPAMERICAN EXPRESS CO | $35.5M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $35.2M |
AMGNAMGEN INC | $33.8M |
EVRGEVERGY INC | $33.2M |
PKNPERKINELMER INC | $32.6M |
CRMSALESFORCE COM INC | $32.2M |
LITELUMENTUM HLDGS INC | $31.2M |
FISFIDELITY NATL INFORMATION SV | $30.9M |
WPWORLDPAY INC | $30.0M |
CNPCENTERPOINT ENERGY INC | $29.8M |
IQVIQVIA HLDGS INC | $29.3M |
LYVLIVE NATION ENTERTAINMENT IN | $28.8M |
XIFRNEXTERA ENERGY PARTNERS LP | $28.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $28.2M |
LWLAMB WESTON HLDGS INC | $28.1M |
KKRKKR & CO INC | $27.9M |
SCSANTANDER CONSUMER USA HDG I | $27.9M |
UALUNITED CONTL HLDGS INC | $27.7M |
—CARBON BLACK INC | $27.0M |
UNPUNION PACIFIC CORP | $27.0M |
JPMJPMORGAN CHASE & CO | $26.9M |
AVYAVERY DENNISON CORP | $26.8M |
EOGEOG RES INC | $26.4M |
MRKMERCK & CO INC | $26.4M |
LMTLOCKHEED MARTIN CORP | $25.8M |
DFSEURDISCOVER FINL SVCS | $25.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $25.4M |
WDCWESTERN DIGITAL CORP | $25.3M |
NLYEURANNALY CAP MGMT INC | $25.3M |
AVBAVALONBAY CMNTYS INC | $24.9M |
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