Artemis Investment Management LLP Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$7.9B

Holdings

210

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (210 positions)

StockValue
MSFTMICROSOFT CORP
$409.4B
AMZNAMAZON COM INC
$304.1B
NVDANVIDIA CORPORATION
$294.0B
METAMETA PLATFORMS INC
$254.7B
AVTRAVANTOR INC
$233.1B
WDCWESTERN DIGITAL CORP.
$168.6B
BLDRBUILDERS FIRSTSOURCE INC
$160.2B
CNMCORE & MAIN INC
$151.7B
SAIASAIA INC
$138.4B
BURLBURLINGTON STORES INC
$131.2B
LWLAMB WESTON HLDGS INC
$131.0B
WFCWELLS FARGO CO NEW
$120.4B
PCGPG&E CORP
$111.4B
MCKMCKESSON CORP
$105.4B
COHRCOHERENT CORP
$97.5B
LINLINDE PLC
$97.4B
ALSALLSTATE CORP
$95.8B
PBRPETROLEO BRASILEIRO SA PETRO
$95.5B
RHCRH PLC
$94.9B
CPRTCOPART INC
$94.1B
CLHCLEAN HARBORS INC
$86.9B
EXPEAGLE MATLS INC
$83.2B
ABBVABBVIE INC
$82.4B
FISVFISERV INC
$82.2B
AMDADVANCED MICRO DEVICES INC
$79.8B
FERGFERGUSON PLC NEW
$76.6B
ITGARTNER INC
$75.6B
ICEINTERCONTINENTAL EXCHANGE IN
$73.6B
VMCVULCAN MATLS CO
$72.7B
CEGCONSTELLATION ENERGY CORP
$72.3B
HLTHILTON WORLDWIDE HLDGS INC
$70.2B
RYAAYRYANAIR HOLDINGS PLC
$69.4B
ICLRICON PLC
$68.5B
CTVACORTEVA INC
$63.2B
AVGOBROADCOM INC
$63.1B
WMTWALMART INC
$62.8B
APGAPI GROUP CORP
$60.2B
AZEKAZEK CO INC
$57.6B
VVISA INC
$57.0B
AONAON PLC
$56.3B
NSCNORFOLK SOUTHN CORP
$56.1B
ABTABBOTT LABS
$56.0B
TFIITFI INTL INC
$55.5B
BACVERIZON COMMUNICATIONS INC
$53.0B
ADMARCHER DANIELS MIDLAND CO
$52.8B
GSGOLDMAN SACHS GROUP INC
$52.6B
MCOMOODYS CORP
$52.3B
LLYELI LILLY & CO
$51.2B
FIXCOMFORT SYS USA INC
$51.0B
AAPLAPPLE INC
$50.7B
GOOGLALPHABET INC
$49.6B
INTUINTUIT
$48.6B
HHYATT HOTELS CORP
$48.3B
MUMICRON TECHNOLOGY INC
$46.4B
BRBRBELLRING BRANDS INC
$45.7B
CSCOCISCO SYS INC
$45.5B
WSCWILLSCOT MOBIL MINI HLDNG CO
$44.6B
PNFPPINNACLE FINL PARTNERS INC
$43.9B
BLDTOPBUILD CORP
$43.5B
ELVELEVANCE HEALTH INC
$43.4B
NVTNVENT ELECTRIC PLC
$43.0B
HCPHASHICORP INC
$41.9B
TSMTAIWAN SEMICONDUCTOR MFG LTD
$40.9B
STESTERIS PLC
$40.4B
BXBLACKSTONE INC
$40.3B
CRBGCOREBRIDGE FINL INC
$39.4B
NEMNEWMONT CORP
$38.6B
POOLPOOL CORP
$38.3B
CAVACAVA GROUP INC
$38.2B
OXYOCCIDENTAL PETE CORP
$38.0B
BKRBAKER HUGHES COMPANY
$37.8B
MTHMERITAGE HOMES CORP
$37.6B
CSGPCOSTAR GROUP INC
$37.2B
ENOVENOVIS CORPORATION
$36.7B
GOOGALPHABET INC
$36.6B
AXPAMERICAN EXPRESS CO
$34.6B
RLRALPH LAUREN CORP
$33.3B
JLLJONES LANG LASALLE INC
$32.6B
ISRGINTUITIVE SURGICAL INC
$32.0B
PGRPROGRESSIVE CORP
$31.9B
FLRFLUOR CORP NEW
$31.1B
RGENREPLIGEN CORP
$30.9B
LRCXEURLAM RESEARCH CORP
$30.8B
AZOAUTOZONE INC
$30.5B
ZTSZOETIS INC
$30.4B
FLUTFLUTTER ENTMT PLC
$29.6B
AEMAGNICO EAGLE MINES LTD
$29.4B
LPLALPL FINL HLDGS INC
$29.3B
AXONAXON ENTERPRISE INC
$29.2B
COTYCOTY INC
$28.2B
SWAVUSDSHOCKWAVE MED INC
$28.1B
VSTVISTRA CORP
$26.9B
CHRCHURCHILL DOWNS INC
$26.8B
DTDYNATRACE INC
$26.3B
KLICKULICKE & SOFFA INDS INC
$26.0B
WFRDWEATHERFORD INTL PLC
$25.4B
STZCONSTELLATION BRANDS INC
$25.1B
PFGCPERFORMANCE FOOD GROUP CO
$24.8B
STLASTELLANTIS N.V
$24.2B
ELFE L F BEAUTY INC
$21.6B
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