Artemis Investment Management LLP Q1 2021 Filing
Filed April 28, 2021
Portfolio Value
$10.5T
Holdings
246
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (246 positions)
| Stock | Value |
|---|---|
WDAYWORKDAY INC | $31.3M |
TRUTRANSUNION | $31.2M |
WEAWESTERN ALLIANCE BANCORP | $31.1M |
FERGFERGUSON PLC NEW | $30.7M |
KRNTKORNIT DIGITAL LTD | $30.4M |
AGNCAGNC INVT CORP | $30.4M |
RRYDER SYS INC | $29.9M |
VRTXVERTEX PHARMACEUTICALS INC | $29.2M |
PIIPOLARIS INC | $29.1M |
PLNTPLANET FITNESS INC | $28.7M |
AXONAXON ENTERPRISE INC | $28.6M |
SYYSYSCO CORP | $28.6M |
TENBTENABLE HLDGS INC | $28.3M |
PLDPROLOGIS INC. | $27.6M |
7HPHP INC | $27.5M |
YRIYAMANA GOLD INC | $27.4M |
DKNG1USDDRAFTKINGS INC | $27.2M |
PKNPERKINELMER INC | $27.0M |
PFEPFIZER INC | $26.9M |
LRCXEURLAM RESEARCH CORP | $26.7M |
—VONAGE HLDGS CORP | $26.5M |
SCHWSCHWAB CHARLES CORP | $26.4M |
GMGENERAL MTRS CO | $26.4M |
DHID R HORTON INC | $26.0M |
PNFPPINNACLE FINL PARTNERS INC | $25.8M |
GSHDGOOSEHEAD INS INC | $25.8M |
DARDARLING INGREDIENTS INC | $25.7M |
BABAALIBABA GROUP HLDG LTD | $25.6M |
SMARGBPSMARTSHEET INC | $25.5M |
FNVFRANCO NEV CORP | $25.4M |
KBHKB HOME | $25.3M |
KTBKONTOOR BRANDS INC | $24.8M |
CITUSDCIT GROUP INC | $24.6M |
LENLENNAR CORP | $24.3M |
DOWDOW INC | $23.6M |
UNPUNION PAC CORP | $23.5M |
OMFONEMAIN HLDGS INC | $23.1M |
GPNGLOBAL PMTS INC | $22.9M |
ILMNILLUMINA INC | $22.6M |
INTCINTEL CORP | $22.4M |
CHGGCHEGG INC | $22.0M |
BLKCHFBLACKROCK INC | $21.9M |
CVSCVS HEALTH CORP | $21.4M |
JEFJEFFERIES FINL GROUP INC | $21.1M |
DFSEURDISCOVER FINL SVCS | $20.5M |
ABALLIANCEBERNSTEIN HLDG L P | $20.2M |
ADBEADOBE SYSTEMS INCORPORATED | $18.8M |
LULULULULEMON ATHLETICA INC | $18.5M |
UBSUBS GROUP AG | $18.5M |
AEISADVANCED ENERGY INDS | $18.4M |
ACNACCENTURE PLC IRELAND | $18.1M |
KSUEURKANSAS CITY SOUTHERN | $17.8M |
AG8AGILENT TECHNOLOGIES INC | $17.8M |
FNDFLOOR & DECOR HLDGS INC | $17.7M |
GAPGAP INC | $17.4M |
EXPEEXPEDIA GROUP INC | $17.3M |
HDHOME DEPOT INC | $17.3M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $17.2M |
CCKCROWN HLDGS INC | $17.0M |
QDELUSDQUIDEL CORP | $16.9M |
CTXSEURCITRIX SYS INC | $16.7M |
ABXBARRICK GOLD CORP | $16.6M |
QCOMQUALCOMM INC | $16.5M |
MSCIMSCI INC | $16.0M |
MKSIMKS INSTRS INC | $15.6M |
SBACSBA COMMUNICATIONS CORP NEW | $15.5M |
—TRINSEO S A | $15.4M |
DELLDELL TECHNOLOGIES INC | $15.2M |
WMSADVANCED DRAIN SYS INC DEL | $14.7M |
RFREGIONS FINANCIAL CORP NEW | $14.6M |
CMCSACOMCAST CORP NEW | $14.5M |
CARRCARRIER GLOBAL CORPORATION | $14.4M |
CNHICNH INDL N V | $14.1M |
USBUS BANCORP DEL | $14.0M |
MRKMERCK & CO. INC | $13.7M |
CFGCITIZENS FINANCIAL GROUP INC | $13.6M |
STLASTELLANTIS N.V | $13.6M |
TRTN-PATRITON INTL LTD | $13.4M |
PLMRPALOMAR HLDGS INC | $13.2M |
ABTABBOTT LABS | $13.1M |
PAGSPAGSEGURO DIGITAL LTD | $12.8M |
HPEHEWLETT PACKARD ENTERPRISE C | $12.4M |
ROFKFORCE INC | $12.2M |
APAMARTISAN PARTNERS ASSET MGMT | $11.7M |
TJXTJX COS INC NEW | $11.6M |
WINGWINGSTOP INC | $11.5M |
FBINFORTUNE BRANDS HOME & SEC IN | $11.4M |
NOMDNOMAD FOODS LTD | $11.3M |
BXMTBLACKSTONE MTG TR INC | $11.3M |
AMGNAMGEN INC | $11.1M |
LAZLAZARD LTD | $10.8M |
PBRPETROLEO BRASILEIRO SA PETRO | $10.7M |
PHMPULTE GROUP INC | $10.7M |
MOALTRIA GROUP INC | $10.4M |
EVTCEVERTEC INC | $10.3M |
CECELANESE CORP DEL | $10.2M |
OPTUALTICE USA INC | $9.9M |
FOURSHIFT4 PMTS INC | $9.9M |
CMCANADIAN IMP BK COMM | $9.9M |
AMDADVANCED MICRO DEVICES INC | $9.8M |