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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | COTYCOTY INC | 2,013,708 | $20.2T | 271249.89% | |
| 102 | CBZCBIZ INC | 270,780 | $20.1T | 269736.76% | |
| 103 | CMGCHIPOTLE MEXICAN GRILL INC | 313,100 | $19.6T | 263699.61% | |
| 104 | BKRBAKER HUGHES COMPANY | 533,772 | $18.8T | 252367.54% | |
| 105 | ADMARCHER DANIELS MIDLAND CO | 306,950 | $18.6T | 249441.84% | |
| 106 | MSIMOTOROLA SOLUTIONS INC | 47,361 | $18.3T | 245793.15% | |
| 107 | CFLTCONFLUENT INC | 612,989 | $18.1T | 243344.47% | |
| 108 | HESHESS CORP | 117,864 | $17.4T | 233742.36% | |
| 109 | PFGCPERFORMANCE FOOD GROUP CO | 257,707 | $17.0T | 229033.35% | |
| 110 | CCOCAMECO CORP | 345,169 | $17.0T | 228298.07% | |
| 111 | QCOMQUALCOMM INC | 81,521 | $16.2T | 218283.34% | |
| 112 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 51,837 | $16.0T | 215280.79% | |
| 113 | MRKMERCK & CO INC | 129,036 | $16.0T | 214751.84% | |
| 114 | FOURSHIFT4 PMTS INC | 214,783 | $15.8T | 211789.96% | |
| 115 | KLICKULICKE & SOFFA INDS INC | 304,052 | $15.0T | 201062.02% | |
| 116 | HCPHASHICORP INC | 442,925 | $14.9T | 200602.60% | |
| 117 | ZIONZIONS BANCORPORATION N A | 341,687 | $14.8T | 199215.54% | |
| 118 | WSCWILLSCOT MOBIL MINI HLDNG CO | 378,120 | $14.2T | 191330.68% | |
| 119 | VSTVISTRA CORP | 165,119 | $14.2T | 190853.38% | |
| 120 | JPMJPMORGAN CHASE & CO | 69,928 | $14.1T | 190136.92% | |
| 121 | SNOWSNOWFLAKE INC | 103,024 | $13.9T | 187097.06% | |
| 122 | QSRRESTAURANT BRANDS INTL INC | 192,737 | $13.6T | 182329.95% | |
| 123 | NVTNVENT ELECTRIC PLC | 176,654 | $13.5T | 181934.18% | |
| 124 | DELLDELL TECHNOLOGIES INC | 96,578 | $13.3T | 179052.06% | |
| 125 | RGAREINSURANCE GRP OF AMERICA I | 62,748 | $12.9T | 173153.28% | |
| 126 | MOALTRIA GROUP INC | 262,911 | $12.0T | 160991.33% | |
| 127 | ELLAUDER ESTEE COS INC | 112,028 | $11.9T | 160240.97% | |
| 128 | EFXEQUIFAX INC | 48,220 | $11.7T | 157171.08% | |
| 129 | MAMASTERCARD INCORPORATED | 26,193 | $11.6T | 155341.22% | |
| 130 | XOMEXXON MOBIL CORP | 99,251 | $11.4T | 153599.93% | |
| 131 | PKNREVVITY INC | 107,634 | $11.3T | 151727.63% | |
| 132 | RGENREPLIGEN CORP | 87,809 | $11.1T | 148806.43% | |
| 133 | GMGENERAL MTRS CO | 235,088 | $10.9T | 146830.07% | |
| 134 | UNMUNUM GROUP | 208,087 | $10.6T | 142973.71% | |
| 135 | DGDOLLAR GEN CORP NEW | 79,214 | $10.5T | 140811.23% | |
| 136 | SGSWEETGREEN INC | 343,168 | $10.3T | 139045.01% | |
| 137 | PFEPFIZER INC | 359,635 | $10.1T | 135274.21% | |
| 138 | MATXMATSON INC | 75,070 | $9.8T | 132173.26% | |
| 139 | CALXCALIX INC | 270,877 | $9.6T | 129017.50% | |
| 140 | STXSEAGATE TECHNOLOGY HLDNGS PL | 92,357 | $9.5T | 128218.10% | |
| 141 | NTAPNETAPP INC | 73,475 | $9.5T | 127221.59% | |
| 142 | GEHCGE HEALTHCARE TECHNOLOGIES I | 121,313 | $9.5T | 127075.44% | |
| 143 | CCLCARNIVAL CORP | 493,683 | $9.2T | 124239.41% | |
| 144 | PGPROCTER AND GAMBLE CO | 54,976 | $9.1T | 121885.44% | |
| 145 | IPINTERNATIONAL PAPER CO | 209,051 | $9.0T | 121265.82% | |
| 146 | TSEMTOWER SEMICONDUCTOR LTD | 229,126 | $9.0T | 121082.89% | |
| 147 | MRSHMARSH & MCLENNAN COS INC | 42,555 | $9.0T | 120548.48% | |
| 148 | TECK/BTECK RESOURCES LTD | 170,559 | $8.2T | 109828.61% | |
| 149 | MNDYMONDAY COM LTD | 31,176 | $7.5T | 100904.40% | |
| 150 | BEBLOOM ENERGY CORP | 612,916 | $7.5T | 100852.75% | |
| 151 | UNPUNION PAC CORP | 29,438 | $6.7T | 89540.90% | |
| 152 | PPCPILGRIMS PRIDE CORP | 168,502 | $6.5T | 87188.32% | |
| 153 | SNPSSYNOPSYS INC | 10,583 | $6.3T | 84659.35% | |
| 154 | LDOSLEIDOS HOLDINGS INC | 41,642 | $6.1T | 81664.38% | |
| 155 | TPDTEMPUR SEALY INTL INC | 124,345 | $5.9T | 79133.78% | |
| 156 | STLASTELLANTIS N.V | 294,771 | $5.8T | 78449.85% | |
| 157 | CMACOMERICA INC | 114,044 | $5.8T | 78250.74% | |
| 158 | LSCCLATTICE SEMICONDUCTOR CORP | 99,509 | $5.8T | 77574.83% | |
| 159 | NXPINXP SEMICONDUCTORS N V | 21,303 | $5.7T | 77062.60% | |
| 160 | NUNU HLDGS LTD | 440,288 | $5.7T | 76294.83% | |
| 161 | THCTENET HEALTHCARE CORP | 40,443 | $5.4T | 72326.64% | |
| 162 | TXNTEXAS INSTRS INC | 25,948 | $5.0T | 67857.18% | |
| 163 | PINSPINTEREST INC | 114,466 | $5.0T | 67814.87% | |
| 164 | UBERUBER TECHNOLOGIES INC | 67,873 | $4.9T | 66315.85% | |
| 165 | CMECME GROUP INC | 24,091 | $4.7T | 63671.30% | |
| 166 | GOOGALPHABET INC | 25,481 | $4.7T | 62830.21% | |
| 167 | TMOTHERMO FISHER SCIENTIFIC INC | 8,311 | $4.6T | 61785.10% | |
| 168 | FCXFREEPORT-MCMORAN INC | 91,831 | $4.5T | 59997.20% | |
| 169 | KMBKIMBERLY-CLARK CORP | 30,913 | $4.3T | 57432.09% | |
| 170 | BPOPPOPULAR INC | 47,172 | $4.2T | 56077.58% | |
| 171 | TPHTRI POINTE HOMES INC | 103,195 | $3.8T | 51676.17% | |
| 172 | PHMPULTE GROUP INC | 34,696 | $3.8T | 51353.75% | |
| 173 | TJXTJX COS INC NEW | 33,512 | $3.7T | 49601.29% | |
| 174 | OZKBANK OZK LITTLE ROCK ARK | 88,364 | $3.6T | 48703.99% | |
| 175 | FERGFERGUSON PLC NEW | 17,089 | $3.3T | 44487.66% | |
| 176 | CRMSALESFORCE INC | 12,206 | $3.1T | 42187.21% | |
| 177 | WPMWHEATON PRECIOUS METALS CORP | 55,122 | $2.9T | 38858.29% | |
| 178 | —INDIVIOR PLC | 160,000 | $2.5T | 33726.23% | |
| 179 | GMS1EURGMS INC | 29,362 | $2.4T | 31818.52% | |
| 180 | PCARPACCAR INC | 22,550 | $2.3T | 31205.85% | |
| 181 | ALSNALLISON TRANSMISSION HLDGS I | 29,673 | $2.3T | 30276.71% | |
| 182 | IBNICICI BANK LIMITED | 57,500 | $1.7T | 22269.81% | |
| 183 | RDYDR REDDYS LABS LTD | 15,600 | $1.2T | 15978.20% | |
| 184 | HDBHDFC BANK LTD | 12,241 | $787.5B | 10586.10% | |
| 185 | RACEFERRARI N V | 1,907 | $777.9B | 10457.62% | |
| 186 | ONONON HLDG AG | 16,410 | $636.7B | 8559.45% | |
| 187 | MARMARRIOTT INTL INC NEW | 2,616 | $632.5B | 8502.47% | |
| 188 | TTEKTETRA TECH INC NEW | 2,143 | $438.2B | 5890.86% | |
| 189 | AVYAVERY DENNISON CORP | 1,796 | $392.7B | 5279.11% | |
| 190 | ROPROPER TECHNOLOGIES INC | 693 | $390.6B | 5251.16% | |
| 191 | HOLXHOLOGIC INC | 5,057 | $375.5B | 5047.71% | |
| 192 | DECKDECKERS OUTDOOR CORP | 385 | $372.7B | 5009.79% | |
| 193 | LWLAMB WESTON HLDGS INC | 3,891 | $327.2B | 4398.04% | |
| 194 | VRSKVERISK ANALYTICS INC | 1,200 | $323.5B | 4348.36% | |
| 195 | MTNVAIL RESORTS INC | 1,700 | $306.2B | 4116.62% | |
| 196 | MSAMSA SAFETY INC | 1,606 | $301.4B | 4052.21% | |
| 197 | LRNSTRIDE INC | 4,104 | $289.3B | 3889.57% | |
| 198 | INFYINFOSYS LTD | 15,193 | $282.9B | 3803.02% | |
| 199 | CGCENTERRA GOLD INC | 39,840 | $268.0B | 3602.18% | |
| 200 | GPKGRAPHIC PACKAGING HLDG CO | 9,021 | $236.4B | 3178.53% |
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