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)

#StockSharesValue% PortfolioType
101
SHWSHERWIN WILLIAMS CO
33,304$23.2B0.29%
102
LMTLOCKHEED MARTIN CORP
59,787$22.9B0.29%
103
AG8AGILENT TECHNOLOGIES INC
226,168$22.8B0.29%
104
MSCIMSCI INC
63,949$22.8B0.29%
105
INTCINTEL CORP
439,474$22.7B0.29%
106
WINGWINGSTOP INC
164,904$22.5B0.28%
107
NVSTENVISTA HOLDINGS CORPORATION
910,983$22.5B0.28%
108
SCHWSCHWAB CHARLES CORP
610,410$22.1B0.28%
109
NFLXNETFLIX INC
43,789$21.9B0.27%
110
DOOBRP INC
410,940$21.6B0.27%
111
MAMASTERCARD INCORPORATED
63,620$21.5B0.27%
112
NTRNUTRIEN LTD
542,725$21.3B0.27%
113
FQIDIGITAL RLTY TR INC
139,699$20.5B0.26%
114
TRVCCITIGROUP INC
468,655$20.2B0.25%
115
FCNFTI CONSULTING INC
190,298$20.2B0.25%
116
AKAMAKAMAI TECHNOLOGIES INC
180,180$19.9B0.25%
117
WATWATERS CORP
100,965$19.7B0.25%
118
MDLZMONDELEZ INTL INC
334,850$19.2B0.24%
119
FIVEFIVE BELOW INC
151,201$19.2B0.24%
120
CECELANESE CORP DEL
176,540$19.0B0.24%
121
CLVTCLARIVATE PLC
610,404$18.9B0.24%
122
PLMRPALOMAR HLDGS INC
180,127$18.8B0.24%
123
ILMNILLUMINA INC
60,173$18.6B0.23%
124
ABXBARRICK GOLD CORPORATION
657,198$18.5B0.23%
125
VFCV F CORP
262,673$18.4B0.23%
126
UNPUNION PAC CORP
92,450$18.2B0.23%
127
PFEPFIZER INC
490,814$18.0B0.23%
128
BENFRANKLIN RESOURCES INC
873,528$17.8B0.22%
129
HDHOME DEPOT INC
62,334$17.3B0.22%
130
EVTCEVERTEC INC
498,046$17.3B0.22%
131
MCKMCKESSON CORP
115,937$17.3B0.22%
132
TRNOTERRENO RLTY CORP
314,429$17.2B0.22%
133
HESHESS CORP
419,751$17.2B0.22%
134
JKHYHENRY JACK & ASSOC INC
105,535$17.2B0.22%
135
EWEDWARDS LIFESCIENCES CORP
213,322$17.0B0.21%
136
CPRTCOPART INC
161,447$17.0B0.21%
137
SBACSBA COMMUNICATIONS CORP NEW
53,136$16.9B0.21%
138
PCHPOTLATCHDELTIC CORPORATION
399,824$16.8B0.21%
139
KTBKONTOOR BRANDS INC
693,870$16.8B0.21%
140
NOWSERVICENOW INC
34,512$16.7B0.21%
141
LEGLEGGETT & PLATT INC
403,897$16.6B0.21%
142
FISVFISERV INC
156,045$16.1B0.20%
143
BRK/BBERKSHIRE HATHAWAY INC DEL
75,346$16.0B0.20%
144
JECUSDJACOBS ENGR GROUP INC
172,391$16.0B0.20%
145
TDOCTELADOC HEALTH INC
71,168$15.6B0.20%
146
DOCUDOCUSIGN INC
72,172$15.5B0.19%
147
NEMNEWMONT CORP
236,813$15.0B0.19%
148
PHPARKER HANNIFIN CORP
73,956$15.0B0.19%
149
BFAMBRIGHT HORIZONS FAM SOL IN D
97,560$14.8B0.19%
150
ELVANTHEM INC
54,760$14.7B0.18%
151
FCXFREEPORT-MCMORAN INC
931,683$14.5B0.18%
152
VALEVALE S A
1,338,648$14.2B0.18%
153
CGCARLYLE GROUP INC
574,170$14.2B0.18%
154
DHID R HORTON INC
184,402$13.9B0.18%
155
IPHIINPHI CORP
124,012$13.9B0.17%
156
CCOCAMECO CORP
1,365,200$13.8B0.17%
157
BACBK OF AMERICA CORP
565,641$13.6B0.17%
158
DRIDARDEN RESTAURANTS INC
132,951$13.4B0.17%
159
NOCNORTHROP GRUMMAN CORP
41,801$13.2B0.17%
160
PHMPULTE GROUP INC
282,488$13.1B0.16%
161
APAMARTISAN PARTNERS ASSET MGMT
335,128$13.1B0.16%
162
MASMASCO CORP
233,613$12.9B0.16%
163
TDCTERADATA CORP DEL
534,797$12.1B0.15%
164
UAUNDER ARMOUR INC
1,190,190$11.7B0.15%
165
CHGGCHEGG INC
161,100$11.5B0.14%
166
TROWPRICE T ROWE GROUP INC
88,178$11.3B0.14%
167
KSUEURKANSAS CITY SOUTHERN
61,943$11.2B0.14%
168
CCKCROWN HLDGS INC
144,959$11.1B0.14%
169
CMCANADIAN IMP BK COMM
146,306$10.9B0.14%
170
WEAWESTERN ALLIANCE BANCORP
344,945$10.9B0.14%
171
WCCWESCO INTL INC
243,710$10.7B0.13%
172
EBAEBAY INC.
205,873$10.7B0.13%
173
ALLYALLY FINL INC
417,746$10.5B0.13%
174
CLCOLGATE PALMOLIVE CO
134,159$10.3B0.13%
175
GOGROCERY OUTLET HLDG CORP
253,748$10.0B0.13%
176
ABTABBOTT LABS
90,477$9.8B0.12%
177
AEISADVANCED ENERGY INDS
155,114$9.8B0.12%
178
TJXTJX COS INC NEW
174,630$9.7B0.12%
179
ABALLIANCEBERNSTEIN HLDG L P
358,140$9.7B0.12%
180
NKENIKE INC
76,855$9.6B0.12%
181
WTRGESSENTIAL UTILS INC
236,999$9.5B0.12%
182
LAMRLAMAR ADVERTISING CO NEW
140,872$9.3B0.12%
183
KBHKB HOME
239,614$9.2B0.12%
184
GPIGROUP 1 AUTOMOTIVE INC
102,000$9.0B0.11%
185
AMGNAMGEN INC
35,312$9.0B0.11%
186
UBSUBS GROUP AG
782,319$8.8B0.11%
187
OPTUALTICE USA INC
330,152$8.6B0.11%
188
UBERUBER TECHNOLOGIES INC
229,284$8.4B0.10%
189
BBYBEST BUY INC
73,309$8.2B0.10%
190
AXONAXON ENTERPRISE INC
90,430$8.0B0.10%
191
CITUSDCIT GROUP INC
437,404$7.7B0.10%
192
REXRREXFORD INDL RLTY INC
161,535$7.4B0.09%
193
IPGINTERPUBLIC GROUP COS INC
437,206$7.3B0.09%
194
GSHDGOOSEHEAD INS INC
82,410$7.1B0.09%
195
NTNXNUTANIX INC
320,787$7.1B0.09%
196
EXASEXACT SCIENCES CORP
68,768$7.0B0.09%
197
SAILEURSAILPOINT TECHNLGIES HLDGS I
174,084$6.9B0.09%
198
FHIFEDERATED HERMES INC
320,037$6.9B0.09%
199
DELLDELL TECHNOLOGIES INC
98,069$6.6B0.08%
200
ERICERICSSON
605,451$6.6B0.08%
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