Artemis Investment Management LLP Q2 2023 Filing
Filed July 19, 2023
Portfolio Value
$8.0B
Holdings
202
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (202 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $446.9M |
AMZNAMAZON COM INC | $313.9M |
METAMETA PLATFORMS INC | $259.5M |
NVDANVIDIA CORPORATION | $240.4M |
CEGCONSTELLATION ENERGY CORP | $234.2M |
EXPEAGLE MATLS INC | $193.1M |
CLHCLEAN HARBORS INC | $168.8M |
AAPLAPPLE INC | $164.0M |
GOOGALPHABET INC | $158.2M |
BLDRBUILDERS FIRSTSOURCE INC | $141.2M |
PCGPG&E CORP | $135.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $128.1M |
MCKMCKESSON CORP | $127.6M |
VMCVULCAN MATLS CO | $123.2M |
CSXCSX CORP | $108.0M |
SAIASAIA INC | $104.2M |
VVISA INC | $99.6M |
ORCLORACLE CORP | $98.1M |
MCOMOODYS CORP | $95.5M |
AVTRAVANTOR INC | $92.2M |
AONAON PLC | $90.7M |
KHCKRAFT HEINZ CO | $90.1M |
DOWDOW INC | $89.4M |
ITGARTNER INC | $87.8M |
WFCWELLS FARGO CO NEW | $85.3M |
LINLINDE PLC | $84.0M |
ATVIEURACTIVISION BLIZZARD INC | $83.9M |
GILDGILEAD SCIENCES INC | $77.3M |
BLDTOPBUILD CORP | $76.4M |
MDLZMONDELEZ INTL INC | $75.5M |
—INDIVIOR PLC | $72.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $71.0M |
ZTSZOETIS INC | $68.9M |
INTUINTUIT | $68.7M |
MRKMERCK & CO INC | $66.2M |
AZOAUTOZONE INC | $65.6M |
CHRCHURCHILL DOWNS INC | $64.7M |
TWNKEURHOSTESS BRANDS INC | $64.0M |
AVGOBROADCOM INC | $63.2M |
LPLALPL FINL HLDGS INC | $62.7M |
HESHESS CORP | $62.0M |
GOOGLALPHABET INC | $61.8M |
VMIVALMONT INDS INC | $61.5M |
POOLPOOL CORP | $56.9M |
EFXEQUIFAX INC | $55.5M |
DC4DEXCOM INC | $55.1M |
LRCXEURLAM RESEARCH CORP | $55.0M |
LLYLILLY ELI & CO | $54.2M |
FERGFERGUSON PLC NEW | $49.1M |
TWLOTWILIO INC | $48.5M |
XIFRNEXTERA ENERGY PARTNERS LP | $47.8M |
WCCWESCO INTL INC | $46.3M |
BKRBAKER HUGHES COMPANY | $46.0M |
CPRTCOPART INC | $45.8M |
NVTNVENT ELECTRIC PLC | $45.5M |
JNJJOHNSON & JOHNSON | $45.3M |
NKENIKE INC | $44.7M |
AMDADVANCED MICRO DEVICES INC | $44.3M |
AXONAXON ENTERPRISE INC | $42.1M |
ABBVABBVIE INC | $40.6M |
PBRPETROLEO BRASILEIRO SA PETRO | $39.8M |
AZEKAZEK CO INC | $39.7M |
BXBLACKSTONE INC | $39.4M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $39.3M |
TFIITFI INTL INC | $38.2M |
QRVOQORVO INC | $38.2M |
COTYCOTY INC | $37.9M |
XOMEXXON MOBIL CORP | $36.9M |
WMTWALMART INC | $35.9M |
PFGCPERFORMANCE FOOD GROUP CO | $35.5M |
FRFIRST INDL RLTY TR INC | $35.2M |
VVVVALVOLINE INC | $34.7M |
LSCCLATTICE SEMICONDUCTOR CORP | $33.2M |
TRUTRANSUNION | $32.1M |
JJACOBS SOLUTIONS INC | $31.8M |
MRSHMARSH & MCLENNAN COS INC | $31.5M |
UNHUNITEDHEALTH GROUP INC | $30.8M |
BURLBURLINGTON STORES INC | $30.6M |
MAMASTERCARD INCORPORATED | $30.3M |
OVVOVINTIV INC | $30.2M |
PLNTPLANET FITNESS INC | $29.8M |
TENBTENABLE HLDGS INC | $28.4M |
PGPROCTER AND GAMBLE CO | $28.0M |
OMCOMNICOM GROUP INC | $27.9M |
ROKROCKWELL AUTOMATION INC | $27.5M |
NTRANATERA INC | $27.3M |
FIXCOMFORT SYS USA INC | $27.3M |
NSCNORFOLK SOUTHN CORP | $27.3M |
BRBRBELLRING BRANDS INC | $26.5M |
PNFPPINNACLE FINL PARTNERS INC | $26.3M |
OKTAOKTA INC | $25.8M |
DARDARLING INGREDIENTS INC | $25.6M |
HUMHUMANA INC | $24.8M |
KLACKLA CORP | $24.1M |
ADMARCHER DANIELS MIDLAND CO | $23.2M |
AKXANSYS INC | $23.2M |
UNPUNION PAC CORP | $22.7M |
ENOVENOVIS CORPORATION | $21.9M |
ICLRICON PLC | $21.6M |
ELLAUDER ESTEE COS INC | $20.7M |
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