Artemis Investment Management LLP Q3 2019 Filing

Filed October 10, 2019

Portfolio Value

$7.3B

Holdings

233

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
PEPPEPSICO INC
$5.2M
MOBILE MINI INC
$5.1M
TMHCTAYLOR MORRISON HOME CORP
$4.8M
RYROYAL BK CDA MONTREAL QUE
$4.7M
CATCATERPILLAR INC DEL
$4.7M
35VVEON LTD
$4.7M
PLANUSDANAPLAN INC
$4.6M
IACIEURIAC INTERACTIVECORP
$4.3M
LNCLINCOLN NATL CORP IND
$4.2M
CITCINTAS CORP
$4.1M
VIABVIACOM INC NEW
$3.7M
GILDGILEAD SCIENCES INC
$3.5M
GSGOLDMAN SACHS GROUP INC
$3.5M
FOXAFOX CORP
$3.4M
CPACOPA HOLDINGS SA
$3.0M
VMWEURVMWARE INC
$2.7M
CSCOCISCO SYS INC
$2.5M
INFYINFOSYS LTD
$2.5M
CA8ACACI INTL INC
$1.9M
GDDYGODADDY INC
$1.8M
MGMMGM RESORTS INTERNATIONAL
$1.8M
CVXCHEVRON CORP NEW
$1.1M
FTITECHNIPFMC PLC
$723K
BFHALLIANCE DATA SYSTEMS CORP
$453K
EOGEOG RES INC
$432K
CRMSALESFORCE COM INC
$429K
4I1PHILIP MORRIS INTL INC
$389K
ISRGINTUITIVE SURGICAL INC
$380K
AMZNAMAZON COM INC
$125K
GOOGALPHABET INC
$69K
BKNGBOOKING HLDGS INC
$37K
GOOGLALPHABET INC
$31K
EQIXEQUINIX INC
$23K
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