Artemis Investment Management LLP Q3 2021 Filing

Filed October 26, 2021

Portfolio Value

$12.6B

Holdings

285

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (285 positions)

StockValue
AVYAVERY DENNISON CORP
$37.0M
PLDPROLOGIS INC.
$36.7M
VONAGE HLDGS CORP
$36.5M
AZEKAZEK CO INC
$35.9M
SPBSPECTRUM BRANDS HLDGS INC NE
$35.7M
KLACKLA CORP
$35.2M
EBAEBAY INC.
$35.1M
ACNACCENTURE PLC IRELAND
$34.9M
TJXTJX COS INC NEW
$34.8M
ADBEADOBE SYSTEMS INCORPORATED
$34.7M
VSCOVICTORIAS SECRET AND CO
$34.6M
PKNPERKINELMER INC
$34.2M
KKRKKR & CO INC
$34.2M
BXBLACKSTONE INC
$33.9M
FCXFREEPORT-MCMORAN INC
$33.3M
SPGIS&P GLOBAL INC
$33.0M
EQIXEQUINIX INC
$32.7M
PPLPPL CORP
$32.6M
BCBRUNSWICK CORP
$32.1M
CHGGCHEGG INC
$31.6M
TENBTENABLE HLDGS INC
$31.5M
OMFONEMAIN HLDGS INC
$31.4M
PGPROCTER AND GAMBLE CO
$31.3M
LPROOPEN LENDING CORP
$29.3M
DISDISNEY WALT CO
$29.2M
SMARGBPSMARTSHEET INC
$29.0M
OMCOMNICOM GROUP INC
$28.3M
UNPUNION PAC CORP
$28.3M
KOCOCA COLA CO
$27.4M
CFGCITIZENS FINL GROUP INC
$27.1M
ITTITT INC
$26.4M
FNVFRANCO NEV CORP
$26.2M
CITUSDCIT GROUP INC
$26.0M
AIGAMERICAN INTL GROUP INC
$25.8M
MQMARQETA INC
$25.5M
ETSYETSY INC
$25.1M
XYZSQUARE INC
$24.6M
GOOGLALPHABET INC
$24.4M
INFYINFOSYS LTD
$24.1M
EXPEEXPEDIA GROUP INC
$24.0M
PINSPINTEREST INC
$23.9M
FNDFLOOR & DECOR HLDGS INC
$23.3M
AG8AGILENT TECHNOLOGIES INC
$22.9M
MRNAMODERNA INC
$22.4M
JNJJOHNSON & JOHNSON
$22.4M
CLCOLGATE PALMOLIVE CO
$21.7M
PBRPETROLEO BRASILEIRO SA PETRO
$21.3M
COINCOINBASE GLOBAL INC
$21.1M
FRCBFIRST REP BK SAN FRANCISCO C
$21.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$20.6M
ABALLIANCEBERNSTEIN HLDG L P
$20.4M
YRIYAMANA GOLD INC
$20.1M
STLASTELLANTIS N.V
$19.7M
CNHICNH INDL N V
$19.2M
WINGWINGSTOP INC
$18.7M
CGNXCOGNEX CORP
$18.5M
TDCTERADATA CORP DEL
$18.4M
UBSUBS GROUP AG
$18.3M
0VVBVIACOMCBS INC
$17.8M
PAGSPAGSEGURO DIGITAL LTD
$17.1M
NEENEXTERA ENERGY INC
$17.1M
NVV1NOVAVAX INC
$16.8M
MCDMCDONALDS CORP
$16.3M
FOURSHIFT4 PMTS INC
$16.3M
AMTAMERICAN TOWER CORP NEW
$16.1M
FRSHFRESHWORKS INC
$15.7M
DWDMORGAN STANLEY
$14.5M
PCARPACCAR INC
$14.5M
AMRSEURAMYRIS INC
$14.3M
CITCINTAS CORP
$14.2M
BXMTBLACKSTONE MTG TR INC
$14.0M
MRVIMARAVAI LIFESCIENCES HLDGS I
$13.5M
EVTCEVERTEC INC
$13.3M
ROFKFORCE INC
$12.5M
BNSBANK NOVA SCOTIA B C
$12.5M
AEISADVANCED ENERGY INDS
$12.3M
IPGINTERPUBLIC GROUP COS INC
$12.1M
INTAINTAPP INC
$11.9M
DYHTARGET CORP
$11.8M
TRTN-PATRITON INTL LTD
$11.8M
FTVFORTIVE CORP
$11.7M
BMYBRISTOL-MYERS SQUIBB CO
$11.5M
BABAALIBABA GROUP HLDG LTD
$11.5M
WEBER INC
$11.4M
CMCSACOMCAST CORP NEW
$11.4M
LAZLAZARD LTD
$11.3M
LUXEMYT NETHERLANDS PARENT B V
$11.0M
MOALTRIA GROUP INC
$10.9M
COTYCOTY INC
$10.9M
FFWMFIRST FNDTN INC
$10.9M
HPEHEWLETT PACKARD ENTERPRISE C
$10.8M
MANMANPOWERGROUP INC WIS
$10.4M
WDCWESTERN DIGITAL CORP.
$10.4M
ARWARROW ELECTRS INC
$10.1M
MCHPMICROCHIP TECHNOLOGY INC.
$10.0M
HSIHEIDRICK & STRUGGLES INTL IN
$10.0M
4I1PHILIP MORRIS INTL INC
$9.9M
AMGNAMGEN INC
$9.7M
PWSCPOWERSCHOOL HOLDINGS INC
$9.6M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$9.6M
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