Artemis Investment Management LLP Q3 2020 Filing

Filed October 29, 2020

Portfolio Value

$8.0T

Holdings

247

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (247 positions)

StockValue
AMZNAMAZON COM INC
$349.2M
METAFACEBOOK INC
$226.0M
MSFTMICROSOFT CORP
$188.8M
AVGOBROADCOM INC
$175.8M
AAPLAPPLE INC
$162.8M
LINLINDE PLC
$159.2M
NSCNORFOLK SOUTHERN CORP
$147.1M
SPGIS&P GLOBAL INC
$141.2M
CSCOCISCO SYS INC
$139.3M
FISFIDELITY NATL INFORMATION SV
$138.0M
TMUST-MOBILE US INC
$115.8M
PYPLPAYPAL HLDGS INC
$110.2M
VVISA INC
$108.7M
JNJJOHNSON & JOHNSON
$105.0M
POOLPOOL CORPORATION
$103.9M
LOWLOWES COS INC
$100.8M
TMOTHERMO FISHER SCIENTIFIC INC
$99.4M
FBINFORTUNE BRANDS HOME & SEC IN
$97.1M
XIFRNEXTERA ENERGY PARTNERS LP
$94.8M
KOCOCA COLA CO
$90.2M
CHRCHURCHILL DOWNS INC
$88.1M
DEDEERE & CO
$85.9M
SERVUSDSERVICEMASTER GLOBAL HLDGS I
$81.9M
BAHBOOZ ALLEN HAMILTON HLDG COR
$81.8M
METMETLIFE INC
$79.7M
JPMJPMORGAN CHASE & CO
$73.7M
PGRPROGRESSIVE CORP OHIO
$72.0M
BURLBURLINGTON STORES INC
$71.6M
NEENEXTERA ENERGY INC
$71.5M
BUWABIO RAD LABS INC
$68.6M
LBRDKLIBERTY BROADBAND CORP
$67.4M
GOOGALPHABET INC
$67.3M
ZTSZOETIS INC
$65.6M
BMYBRISTOL-MYERS SQUIBB CO
$62.7M
KNXKNIGHT SWIFT TRANSN HLDGS IN
$61.8M
PINSPINTEREST INC
$61.5M
ATVIEURACTIVISION BLIZZARD INC
$61.3M
ESTCELASTIC N V
$55.5M
ORCLORACLE CORP
$55.0M
TRUTRANSUNION
$55.0M
FNVFRANCO NEV CORP
$53.3M
ADMARCHER DANIELS MIDLAND CO
$52.8M
AMDADVANCED MICRO DEVICES INC
$52.4M
BACVERIZON COMMUNICATIONS INC
$52.4M
AGNCAGNC INVT CORP
$51.6M
CATCATERPILLAR INC DEL
$48.3M
LWLAMB WESTON HLDGS INC
$48.0M
TTTRANE TECHNOLOGIES PLC
$47.5M
GMGENERAL MTRS CO
$46.5M
T7DTRANSDIGM GROUP INC
$44.0M
BTAIEURBIOXCEL THERAPEUTICS INC
$43.4M
MRKMERCK & CO. INC
$41.9M
NLYEURANNALY CAPITAL MANAGEMENT IN
$41.6M
CMCSACOMCAST CORP NEW
$40.9M
UNHUNITEDHEALTH GROUP INC
$40.8M
ABBVABBVIE INC
$40.5M
FNDFLOOR & DECOR HLDGS INC
$40.4M
CVSCVS HEALTH CORP
$40.1M
NVDANVIDIA CORPORATION
$39.6M
PPGPPG INDS INC
$39.2M
YRIYAMANA GOLD INC
$39.1M
AXPAMERICAN EXPRESS CO
$38.6M
SMARGBPSMARTSHEET INC
$37.5M
7HPHP INC
$37.4M
MCDMCDONALDS CORP
$36.3M
VONAGE HLDGS CORP
$35.5M
WMTWALMART INC
$34.3M
BKNGBOOKING HOLDINGS INC
$34.3M
LPLALPL FINL HLDGS INC
$33.0M
EQIXEQUINIX INC
$32.0M
VOYAVOYA FINANCIAL INC
$32.0M
VRNSVARONIS SYS INC
$32.0M
ENOVCOLFAX CORP
$31.2M
SYFSYNCHRONY FINANCIAL
$31.0M
QCOMQUALCOMM INC
$29.8M
EQHEQUITABLE HLDGS INC
$29.3M
HUMHUMANA INC
$29.2M
CSGPCOSTAR GROUP INC
$29.0M
ITTITT INC
$28.7M
CRWDCROWDSTRIKE HLDGS INC
$28.7M
RRYDER SYS INC
$28.4M
CNCCENTENE CORP DEL
$28.2M
BLKCHFBLACKROCK INC
$28.1M
ADBEADOBE INC
$27.6M
CRMSALESFORCE COM INC
$27.4M
BDXBECTON DICKINSON & CO
$27.3M
SNPSSYNOPSYS INC
$27.3M
8CWCROWN CASTLE INTL CORP NEW
$26.4M
KRNTKORNIT DIGITAL LTD
$26.1M
XRAYDENTSPLY SIRONA INC
$26.1M
CLHCLEAN HARBORS INC
$26.0M
PKNPERKINELMER INC
$24.8M
GLWCORNING INC
$24.7M
MOHMOLINA HEALTHCARE INC
$24.3M
AMEDAMEDISYS INC
$24.0M
SAIASAIA INC
$23.9M
AVYAVERY DENNISON CORP
$23.5M
ACNACCENTURE PLC IRELAND
$23.4M
NOMDNOMAD FOODS LTD
$23.3M
LULULULULEMON ATHLETICA INC
$23.2M
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