Artemis Investment Management LLP Q1 2023 Filing
Filed May 5, 2023
Portfolio Value
$8.2B
Holdings
210
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (210 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $350.0M |
AMZNAMAZON COM INC | $217.0M |
METAMETA PLATFORMS INC | $209.0M |
CEGCONSTELLATION ENERGY CORP | $205.0M |
PCGPG&E CORP | $195.0M |
CLHCLEAN HARBORS INC | $174.0M |
GOOGALPHABET INC | $171.0M |
WFCWELLS FARGO CO NEW | $169.0M |
AAPLAPPLE INC | $162.0M |
MRKMERCK & CO INC | $143.0M |
JJACOBS SOLUTIONS INC | $137.0M |
LINLINDE PLC | $134.0M |
KHCKRAFT HEINZ CO | $132.0M |
ORCLORACLE CORP | $111.0M |
INTUINTUIT | $111.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $109.0M |
POOLPOOL CORP | $108.0M |
BMYBRISTOL-MYERS SQUIBB CO | $105.0M |
VVISA INC | $101.0M |
NVDANVIDIA CORPORATION | $100.0M |
ITGARTNER INC | $100.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $95.0M |
VMCVULCAN MATLS CO | $90.0M |
PLNTPLANET FITNESS INC | $90.0M |
AVTRAVANTOR INC | $88.0M |
AMDADVANCED MICRO DEVICES INC | $85.0M |
CPRTCOPART INC | $82.0M |
ABBVABBVIE INC | $82.0M |
MCKMCKESSON CORP | $79.0M |
TMUST-MOBILE US INC | $72.0M |
BLDRBUILDERS FIRSTSOURCE INC | $71.0M |
ELVELEVANCE HEALTH INC | $68.0M |
FERGFERGUSON PLC NEW | $67.0M |
TWLOTWILIO INC | $67.0M |
SAIASAIA INC | $67.0M |
NKENIKE INC | $66.0M |
DARDARLING INGREDIENTS INC | $66.0M |
AONAON PLC | $66.0M |
LPLALPL FINL HLDGS INC | $65.0M |
TWNKEURHOSTESS BRANDS INC | $65.0M |
EXPEAGLE MATLS INC | $63.0M |
AWMSKYWORKS SOLUTIONS INC | $62.0M |
VMIVALMONT INDS INC | $61.0M |
ADMARCHER DANIELS MIDLAND CO | $61.0M |
GILDGILEAD SCIENCES INC | $59.0M |
PSXPHILLIPS 66 | $58.0M |
NVSTENVISTA HOLDINGS CORPORATION | $57.0M |
CHRCHURCHILL DOWNS INC | $55.0M |
BLDTOPBUILD CORP | $55.0M |
DLTRDOLLAR TREE INC | $54.0M |
PFGCPERFORMANCE FOOD GROUP CO | $53.0M |
AXONAXON ENTERPRISE INC | $51.0M |
HESHESS CORP | $49.0M |
NSCNORFOLK SOUTHN CORP | $48.0M |
OKTAOKTA INC | $48.0M |
PNFPPINNACLE FINL PARTNERS INC | $47.0M |
XIFRNEXTERA ENERGY PARTNERS LP | $47.0M |
WYWEYERHAEUSER CO MTN BE | $46.0M |
GOOGLALPHABET INC | $46.0M |
COSTCOSTCO WHSL CORP NEW | $41.0M |
FLRFLUOR CORP NEW | $40.0M |
WTWWILLIS TOWERS WATSON PLC LTD | $40.0M |
CITHE CIGNA GROUP | $40.0M |
PPLPPL CORP | $39.0M |
NEENEXTERA ENERGY INC | $39.0M |
TENBTENABLE HLDGS INC | $39.0M |
FRFIRST INDL RLTY TR INC | $39.0M |
BKRBAKER HUGHES COMPANY | $39.0M |
TFIITFI INTL INC | $38.0M |
COPCONOCOPHILLIPS | $38.0M |
QRVOQORVO INC | $35.0M |
MUMICRON TECHNOLOGY INC | $33.0M |
NTRANATERA INC | $32.0M |
OVVOVINTIV INC | $30.0M |
CVSCVS HEALTH CORP | $30.0M |
ZTSZOETIS INC | $30.0M |
BURLBURLINGTON STORES INC | $30.0M |
MAMASTERCARD INCORPORATED | $30.0M |
VVVVALVOLINE INC | $30.0M |
ALVAUTOLIV INC | $30.0M |
UNHUNITEDHEALTH GROUP INC | $29.0M |
MDLZMONDELEZ INTL INC | $29.0M |
AVYAVERY DENNISON CORP | $29.0M |
ACNACCENTURE PLC IRELAND | $28.0M |
ROKROCKWELL AUTOMATION INC | $27.0M |
PLDPROLOGIS INC. | $27.0M |
BGBUNGE LIMITED | $27.0M |
NOVNOV INC | $26.0M |
MRSHMARSH & MCLENNAN COS INC | $26.0M |
AKXANSYS INC | $26.0M |
PGPROCTER AND GAMBLE CO | $26.0M |
BACBANK AMERICA CORP | $25.0M |
ADBEADOBE SYSTEMS INCORPORATED | $24.0M |
EOGEOG RES INC | $24.0M |
ARMKARAMARK | $24.0M |
COTYCOTY INC | $24.0M |
HUMHUMANA INC | $24.0M |
SNPSSYNOPSYS INC | $23.0M |
XOMEXXON MOBIL CORP | $23.0M |
UNPUNION PAC CORP | $23.0M |
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