Artemis Investment Management LLP Q2 2024 Filing
Filed July 15, 2024
Portfolio Value
$7.4B
Holdings
200
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (200 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $442.0M |
NVDANVIDIA CORPORATION | $385.0M |
AMZNAMAZON COM INC | $314.0M |
AAPLAPPLE INC | $231.0M |
GOOGLALPHABET INC | $198.0M |
AVTRAVANTOR INC | $171.0M |
WDCWESTERN DIGITAL CORP. | $163.0M |
BURLBURLINGTON STORES INC | $145.0M |
CNMCORE & MAIN INC | $128.0M |
PCGPG&E CORP | $120.0M |
LINLINDE PLC | $115.0M |
CLHCLEAN HARBORS INC | $110.0M |
COHRCOHERENT CORP | $97.0M |
ALSALLSTATE CORP | $96.0M |
APGAPI GROUP CORP | $95.0M |
AMDADVANCED MICRO DEVICES INC | $95.0M |
FISVFISERV INC | $95.0M |
CPRTCOPART INC | $81.0M |
SAIASAIA INC | $81.0M |
WFCWELLS FARGO CO NEW | $71.0M |
ICLRICON PLC | $67.0M |
BLDRBUILDERS FIRSTSOURCE INC | $66.0M |
RYAAYRYANAIR HOLDINGS PLC | $66.0M |
CTVACORTEVA INC | $66.0M |
HLTHILTON WORLDWIDE HLDGS INC | $66.0M |
NEMNEWMONT CORP | $65.0M |
WMTWALMART INC | $64.0M |
CEGCONSTELLATION ENERGY CORP | $62.0M |
GSGOLDMAN SACHS GROUP INC | $62.0M |
ITGARTNER INC | $61.0M |
SYKSTRYKER CORPORATION | $60.0M |
VVISA INC | $60.0M |
JEFJEFFERIES FINL GROUP INC | $58.0M |
FLUTFLUTTER ENTMT PLC | $58.0M |
ABBVABBVIE INC | $57.0M |
VMCVULCAN MATLS CO | $56.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $56.0M |
KGCKINROSS GOLD CORP | $55.0M |
MCOMOODYS CORP | $54.0M |
ISRGINTUITIVE SURGICAL INC | $53.0M |
CHRCHURCHILL DOWNS INC | $48.0M |
JLLJONES LANG LASALLE INC | $47.0M |
RHCRH PLC | $46.0M |
MUMICRON TECHNOLOGY INC | $45.0M |
BACVERIZON COMMUNICATIONS INC | $45.0M |
EXPEAGLE MATLS INC | $44.0M |
CRBGCOREBRIDGE FINL INC | $43.0M |
BRBRBELLRING BRANDS INC | $43.0M |
PNFPPINNACLE FINL PARTNERS INC | $42.0M |
CSGPCOSTAR GROUP INC | $41.0M |
PBRPETROLEO BRASILEIRO SA PETRO | $41.0M |
HHYATT HOTELS CORP | $40.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $38.0M |
STZCONSTELLATION BRANDS INC | $38.0M |
BXBLACKSTONE INC | $37.0M |
LPLALPL FINL HLDGS INC | $35.0M |
AXPAMERICAN EXPRESS CO | $34.0M |
STESTERIS PLC | $34.0M |
FLRFLUOR CORP NEW | $33.0M |
CAVACAVA GROUP INC | $32.0M |
PGRPROGRESSIVE CORP | $30.0M |
NTRANATERA INC | $29.0M |
FIXCOMFORT SYS USA INC | $29.0M |
ORCLORACLE CORP | $29.0M |
KFYKORN FERRY | $28.0M |
AXONAXON ENTERPRISE INC | $28.0M |
AONAON PLC | $27.0M |
PLMRPALOMAR HLDGS INC | $27.0M |
MTHMERITAGE HOMES CORP | $27.0M |
ELFE L F BEAUTY INC | $26.0M |
WFRDWEATHERFORD INTL PLC | $25.0M |
NSCNORFOLK SOUTHN CORP | $25.0M |
KNSLKINSALE CAP GROUP INC | $25.0M |
AZEKAZEK CO INC | $25.0M |
SBLKSTAR BULK CARRIERS CORP. | $25.0M |
ZTSZOETIS INC | $24.0M |
USFDUS FOODS HLDG CORP | $24.0M |
EQHEQUITABLE HLDGS INC | $24.0M |
DDOGDATADOG INC | $23.0M |
HESMHESS MIDSTREAM LP | $23.0M |
ENOVENOVIS CORPORATION | $22.0M |
MEDPMEDPACE HLDGS INC | $22.0M |
ALAIR LEASE CORP | $22.0M |
RLRALPH LAUREN CORP | $21.0M |
GEVGE VERNOVA LLC | $21.0M |
OXYOCCIDENTAL PETE CORP | $21.0M |
BLDTOPBUILD CORP | $20.0M |
COTYCOTY INC | $20.0M |
DTDYNATRACE INC | $20.0M |
FISFIDELITY NATL INFORMATION SV | $20.0M |
RRXREGAL REXNORD CORPORATION | $20.0M |
CBZCBIZ INC | $20.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $19.0M |
ADMARCHER DANIELS MIDLAND CO | $18.0M |
BKRBAKER HUGHES COMPANY | $18.0M |
MSIMOTOROLA SOLUTIONS INC | $18.0M |
CFLTCONFLUENT INC | $18.0M |
HESHESS CORP | $17.0M |
PFGCPERFORMANCE FOOD GROUP CO | $17.0M |
QCOMQUALCOMM INC | $16.0M |
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