Artemis Investment Management LLP Q1 2023 Filing

Filed May 5, 2023

Portfolio Value

$8.2T

Holdings

210

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (210 positions)

StockValue
COTYCOTY INC
$24.3M
ARMKARAMARK
$24.0M
UNPUNION PAC CORP
$23.3M
SNPSSYNOPSYS INC
$23.2M
XOMEXXON MOBIL CORP
$23.1M
PKNPERKINELMER INC
$22.9M
OMCOMNICOM GROUP INC
$22.5M
CRMSALESFORCE INC
$22.1M
ZBHZIMMER BIOMET HOLDINGS INC
$21.8M
LSCCLATTICE SEMICONDUCTOR CORP
$21.2M
FCXFREEPORT-MCMORAN INC
$20.0M
CNHICNH INDL N V
$19.9M
TRVCCITIGROUP INC
$19.3M
AG8AGILENT TECHNOLOGIES INC
$18.3M
BTAIEURBIOXCEL THERAPEUTICS INC
$18.3M
HALHALLIBURTON CO
$17.7M
AZEKAZEK CO INC
$17.2M
LOWLOWES COS INC
$17.1M
EQHEQUITABLE HLDGS INC
$16.9M
TECHBIO-TECHNE CORP
$16.6M
ALLYALLY FINL INC
$16.1M
JBLJABIL INC
$16.1M
SUMO2EURSUMO LOGIC INC
$16.0M
RLRALPH LAUREN CORP
$16.0M
TRMBTRIMBLE INC
$15.4M
ENOVENOVIS CORPORATION
$15.1M
FNVFRANCO NEV CORP
$14.5M
CCOCAMECO CORP
$14.0M
CSCOCISCO SYS INC
$13.7M
ICLRICON PLC
$13.7M
FSLRFIRST SOLAR INC
$13.5M
MCHPMICROCHIP TECHNOLOGY INC.
$13.2M
QLYSQUALYS INC
$12.8M
UNMUNUM GROUP
$11.6M
PBRPETROLEO BRASILEIRO SA PETRO
$11.4M
UBERUBER TECHNOLOGIES INC
$11.2M
RGAREINSURANCE GRP OF AMERICA I
$10.8M
HIGHARTFORD FINL SVCS GROUP INC
$10.8M
4I1PHILIP MORRIS INTL INC
$10.8M
KRKROGER CO
$10.7M
PERIPERION NETWORK LTD
$10.2M
SFMSPROUTS FMRS MKT INC
$9.8M
MOALTRIA GROUP INC
$9.8M
IBMINTERNATIONAL BUSINESS MACHS
$9.6M
BAHBOOZ ALLEN HAMILTON HLDG COR
$9.5M
METMETLIFE INC
$9.1M
CAGCONAGRA BRANDS INC
$9.1M
ADIANALOG DEVICES INC
$8.9M
EFXEQUIFAX INC
$8.8M
NFLXNETFLIX INC
$8.8M
JNPJUNIPER NETWORKS INC
$8.7M
UBSUBS GROUP AG
$8.7M
CIENCIENA CORP
$8.3M
PEPPEPSICO INC
$8.3M
MSIMOTOROLA SOLUTIONS INC
$8.3M
KOCOCA COLA CO
$8.1M
CP.TOCANADIAN PAC RY LTD
$7.9M
CPRXCATALYST PHARMACEUTICALS INC
$7.8M
JPMJPMORGAN CHASE & CO
$7.6M
STLDSTEEL DYNAMICS INC
$7.4M
CMCCOMMERCIAL METALS CO
$7.3M
DALDELTA AIR LINES INC DEL
$7.3M
CPRICAPRI HOLDINGS LIMITED
$7.2M
HSYHERSHEY CO
$7.0M
TEXTEREX CORP NEW
$6.8M
CBCHUBB LIMITED
$6.7M
EQTEQT CORP
$6.5M
SPGIS&P GLOBAL INC
$6.5M
BDCBELDEN INC
$6.1M
RHRH
$6.1M
PCARPACCAR INC
$5.9M
FCFFIRST COMWLTH FINL CORP PA
$5.7M
OZKBANK OZK LITTLE ROCK ARK
$5.5M
STLASTELLANTIS N.V
$5.3M
AIGAMERICAN INTL GROUP INC
$4.8M
VOYAVOYA FINANCIAL INC
$4.4M
MNSOMINISO GROUP HLDG LTD
$4.3M
UALUNITED AIRLS HLDGS INC
$4.0M
LECOLINCOLN ELEC HLDGS INC
$3.5M
TMETENCENT MUSIC ENTMT GROUP
$3.3M
ADPAUTOMATIC DATA PROCESSING IN
$3.1M
BWXTBWX TECHNOLOGIES INC
$2.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.7M
BLMNBLOOMIN BRANDS INC
$2.7M
BABAALIBABA GROUP HLDG LTD
$1.8M
SEDGSOLAREDGE TECHNOLOGIES INC
$1.8M
TTEKTETRA TECH INC NEW
$1.8M
STTSTATE STR CORP
$1.8M
IQVIQVIA HLDGS INC
$1.7M
PODDINSULET CORP
$1.6M
VEEVVEEVA SYS INC
$1.5M
SBLKSTAR BULK CARRIERS CORP.
$1.5M
DC4DEXCOM INC
$1.5M
TERTERADYNE INC
$1.3M
OLEDUNIVERSAL DISPLAY CORP
$1.3M
PENPENUMBRA INC
$1.1M
PWSCPOWERSCHOOL HOLDINGS INC
$1.0M
STAASTAAR SURGICAL CO
$844K
TSLATESLA INC
$831K
ERIIENERGY RECOVERY INC
$828K
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