Artemis Investment Management LLP Q2 2021 Filing

Filed August 4, 2021

Portfolio Value

$11.6B

Holdings

279

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (279 positions)

StockValue
GOOGALPHABET INC
$475.4M
AMZNAMAZON COM INC
$440.5M
AAPLAPPLE INC
$340.8M
METAFACEBOOK INC
$293.6M
PYPLPAYPAL HLDGS INC
$200.1M
CSCOCISCO SYS INC
$188.0M
AXPAMERICAN EXPRESS CO
$171.5M
TQJSIGNATURE BK NEW YORK N Y
$162.0M
SYFSYNCHRONY FINANCIAL
$155.9M
NSCNORFOLK SOUTHN CORP
$152.7M
NVDANVIDIA CORPORATION
$150.4M
WEXWEX INC
$149.1M
MSFTMICROSOFT CORP
$147.1M
TMOTHERMO FISHER SCIENTIFIC INC
$146.3M
SPLKCHFSPLUNK INC
$140.2M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$140.0M
AVGOBROADCOM INC
$138.8M
ALLYALLY FINL INC
$136.7M
VVISA INC
$134.9M
TECHBIO-TECHNE CORP
$126.5M
METMETLIFE INC
$123.1M
TTTRANE TECHNOLOGIES PLC
$118.8M
LINLINDE PLC
$115.0M
XIFRNEXTERA ENERGY PARTNERS LP
$111.9M
JPMJPMORGAN CHASE & CO
$105.1M
ESTCELASTIC N V
$101.3M
XOMEXXON MOBIL CORP
$100.5M
TMUST-MOBILE US INC
$100.4M
WDCWESTERN DIGITAL CORP.
$98.8M
AGCOAGCO CORP
$97.0M
BURLBURLINGTON STORES INC
$96.4M
CHRCHURCHILL DOWNS INC
$95.4M
ZTSZOETIS INC
$92.7M
TRVCCITIGROUP INC
$91.9M
LPLALPL FINL HLDGS INC
$91.9M
T7DTRANSDIGM GROUP INC
$91.7M
LOWLOWES COS INC
$91.5M
BFHALLIANCE DATA SYSTEMS CORP
$89.9M
POOLPOOL CORP
$86.5M
HESHESS CORP
$80.3M
8INSYNEOS HEALTH INC
$79.6M
SAIASAIA INC
$77.3M
BXBLACKSTONE GROUP INC
$77.1M
CATCATERPILLAR INC
$75.8M
DARDARLING INGREDIENTS INC
$73.8M
IQVIQVIA HLDGS INC
$72.8M
BUWABIO RAD LABS INC
$72.8M
AMEDAMEDISYS INC
$70.9M
EQHEQUITABLE HLDGS INC
$69.2M
KLACKLA CORP
$68.7M
ILMNILLUMINA INC
$68.1M
AXONAXON ENTERPRISE INC
$65.6M
AMATAPPLIED MATLS INC
$65.0M
SHWSHERWIN WILLIAMS CO
$64.1M
SWKSTANLEY BLACK & DECKER INC
$63.7M
JECUSDJACOBS ENGR GROUP INC
$60.2M
TRUTRANSUNION
$58.9M
KOCOCA COLA CO
$58.0M
TJXTJX COS INC NEW
$57.1M
QCOMQUALCOMM INC
$56.1M
LEVILEVI STRAUSS & CO NEW
$55.3M
NEENEXTERA ENERGY INC
$53.3M
MAMASTERCARD INCORPORATED
$52.4M
SPGSIMON PPTY GROUP INC NEW
$51.8M
DOOBRP INC
$50.7M
TFIITFI INTL INC
$49.6M
UNHUNITEDHEALTH GROUP INC
$49.6M
PNFPPINNACLE FINL PARTNERS INC
$49.3M
ABBVABBVIE INC
$48.7M
WOOFPETCO HEALTH & WELLNESS CO I
$48.7M
FIVEFIVE BELOW INC
$48.2M
ATVIEURACTIVISION BLIZZARD INC
$47.8M
KRNTKORNIT DIGITAL LTD
$47.7M
ADMARCHER DANIELS MIDLAND CO
$47.7M
CLHCLEAN HARBORS INC
$47.2M
GSGOLDMAN SACHS GROUP INC
$47.2M
EQIXEQUINIX INC
$47.0M
CRWDCROWDSTRIKE HLDGS INC
$47.0M
KHCKRAFT HEINZ CO
$46.9M
BCBRUNSWICK CORP
$46.3M
WMSADVANCED DRAIN SYS INC DEL
$45.0M
NVSTENVISTA HOLDINGS CORPORATION
$44.1M
WEAWESTERN ALLIANCE BANCORP
$44.1M
AVYAVERY DENNISON CORP
$43.9M
FERGFERGUSON PLC NEW
$43.4M
FCXFREEPORT-MCMORAN INC
$42.5M
ENOVCOLFAX CORP
$42.4M
BENFRANKLIN RESOURCES INC
$41.9M
ELVANTHEM INC
$41.4M
AZEKAZEK CO INC
$41.1M
EXPEEXPEDIA GROUP INC
$40.5M
FNVFRANCO NEV CORP
$39.8M
VMIVALMONT INDS INC
$39.1M
EBAEBAY INC.
$39.1M
PACWUSDPACWEST BANCORP DEL
$38.9M
BKNGBOOKING HOLDINGS INC
$38.3M
STZCONSTELLATION BRANDS INC
$37.7M
7HPHP INC
$37.6M
PLDPROLOGIS INC.
$37.5M
CRMSALESFORCE COM INC
$37.0M
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