Artemis Investment Management LLP Q1 2024 Filing

Filed April 16, 2024

Portfolio Value

$7.9T

Holdings

210

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (210 positions)

StockValue
NTRANATERA INC
$21.4M
HESMHESS MIDSTREAM LP
$21.2M
INDIVIOR PLC
$21.1M
USFDUS FOODS HLDG CORP
$21.0M
PLMRPALOMAR HLDGS INC
$20.9M
CMACOMERICA INC
$20.8M
DDOGDATADOG INC
$20.3M
RRXREGAL REXNORD CORPORATION
$19.5M
SBLKSTAR BULK CARRIERS CORP.
$18.9M
ZBRAZEBRA TECHNOLOGIES CORPORATI
$18.4M
STXSEAGATE TECHNOLOGY HLDNGS PL
$18.4M
JPMJPMORGAN CHASE & CO
$18.2M
ALVAUTOLIV INC
$17.8M
ZIONZIONS BANCORPORATION N A
$17.5M
FISFIDELITY NATL INFORMATION SV
$17.4M
CBZCBIZ INC
$17.1M
CMGCHIPOTLE MEXICAN GRILL INC
$16.7M
PEGPUBLIC SVC ENTERPRISE GRP IN
$16.3M
ELLAUDER ESTEE COS INC
$16.1M
HESHESS CORP
$15.9M
SGSWEETGREEN INC
$15.0M
MAMASTERCARD INCORPORATED
$15.0M
FNVFRANCO NEV CORP
$14.9M
MRKMERCK & CO INC
$14.6M
DELLDELL TECHNOLOGIES INC
$13.9M
HIGHARTFORD FINL SVCS GROUP INC
$13.6M
TMOTHERMO FISHER SCIENTIFIC INC
$13.3M
ABGCENCORA INC
$13.0M
ROSTROSS STORES INC
$12.6M
UNHUNITEDHEALTH GROUP INC
$12.4M
QCOMQUALCOMM INC
$12.3M
CALXCALIX INC
$12.0M
CMECME GROUP INC
$11.9M
CBCHUBB LIMITED
$11.4M
AEOAMERICAN EAGLE OUTFITTERS IN
$11.3M
UNPUNION PAC CORP
$11.3M
RGAREINSURANCE GRP OF AMERICA I
$11.0M
GEHCGE HEALTHCARE TECHNOLOGIES I
$10.2M
CRMSALESFORCE INC
$10.1M
KGCKINROSS GOLD CORP
$9.7M
GMGENERAL MTRS CO
$9.6M
PGPROCTER AND GAMBLE CO
$9.5M
PKNREVVITY INC
$9.3M
EFXEQUIFAX INC
$9.2M
LSCCLATTICE SEMICONDUCTOR CORP
$9.2M
STLDSTEEL DYNAMICS INC
$9.2M
WYWEYERHAEUSER CO MTN BE
$9.2M
PLDPROLOGIS INC.
$9.2M
PCARPACCAR INC
$9.0M
CAHCARDINAL HEALTH INC
$8.9M
CCOCAMECO CORP
$8.8M
UNMUNUM GROUP
$8.7M
JNJJOHNSON & JOHNSON
$8.6M
MOALTRIA GROUP INC
$8.6M
NKENIKE INC
$8.3M
MRVLMARVELL TECHNOLOGY INC
$8.3M
MNDYMONDAY COM LTD
$8.2M
AGNCAGNC INVT CORP
$7.8M
PPCPILGRIMS PRIDE CORP
$7.6M
TSEMTOWER SEMICONDUCTOR LTD
$7.3M
NUENUCOR CORP
$7.3M
DYHTARGET CORP
$7.1M
UBERUBER TECHNOLOGIES INC
$7.1M
TPDTEMPUR SEALY INTL INC
$7.1M
HUMHUMANA INC
$7.0M
FTNTFORTINET INC
$6.4M
MATXMATSON INC
$6.4M
SNPSSYNOPSYS INC
$6.0M
GMS1EURGMS INC
$6.0M
FCXFREEPORT-MCMORAN INC
$5.7M
XOMEXXON MOBIL CORP
$5.6M
AIGAMERICAN INTL GROUP INC
$5.6M
TRVTRAVELERS COMPANIES INC
$5.3M
VNTVONTIER CORPORATION
$5.3M
NXPINXP SEMICONDUCTORS N V
$5.0M
AMGNAMGEN INC
$4.5M
CPACOPA HOLDINGS SA
$4.5M
NXTNEXTRACKER INC
$4.3M
7HPHP INC
$4.1M
NUNU HLDGS LTD
$3.9M
RHRH
$3.8M
TJXTJX COS INC NEW
$3.3M
NTAPNETAPP INC
$2.6M
INFYINFOSYS LTD
$1.5M
RACEFERRARI N V
$796K
MSIMOTOROLA SOLUTIONS INC
$768K
TTEKTETRA TECH INC NEW
$704K
HDBHDFC BANK LTD
$662K
MARMARRIOTT INTL INC NEW
$631K
RDYDR REDDYS LABS LTD
$594K
ROPROPER TECHNOLOGIES INC
$583K
VEEVVEEVA SYS INC
$571K
ONONON HLDG AG
$570K
IEXIDEX CORP
$555K
AVYAVERY DENNISON CORP
$553K
HOLXHOLOGIC INC
$541K
DECKDECKERS OUTDOOR CORP
$536K
DC4DEXCOM INC
$525K
MSAMSA SAFETY INC
$455K
VRSKVERISK ANALYTICS INC
$428K
PreviousPage 2 of 3Next