Artemis Investment Management LLP Q3 2022 Filing

Filed October 25, 2022

Portfolio Value

$8.8B

Holdings

226

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (226 positions)

StockValue
CZOOCAZOO GROUP LTD
$650.0M
MSFTMICROSOFT CORP
$388.8M
PCGPG&E CORP
$201.0M
GOOGALPHABET INC
$193.5M
AAPLAPPLE INC
$186.2M
AMZNAMAZON COM INC
$185.2M
ELVELEVANCE HEALTH INC
$179.6M
KOCOCA COLA CO
$178.6M
CEGCONSTELLATION ENERGY CORP
$170.2M
CICIGNA CORP NEW
$156.7M
CLHCLEAN HARBORS INC
$150.3M
LINLINDE PLC
$144.7M
BMYBRISTOL-MYERS SQUIBB CO
$142.2M
KHCKRAFT HEINZ CO
$138.0M
TMUST-MOBILE US INC
$135.8M
DARDARLING INGREDIENTS INC
$132.4M
WTWWILLIS TOWERS WATSON PLC LTD
$127.0M
PFEPFIZER INC
$126.1M
CSCOCISCO SYS INC
$124.0M
TMOTHERMO FISHER SCIENTIFIC INC
$121.6M
POOLPOOL CORP
$120.5M
ICEINTERCONTINENTAL EXCHANGE IN
$112.9M
NEENEXTERA ENERGY INC
$111.2M
MCKMCKESSON CORP
$105.6M
COPCONOCOPHILLIPS
$99.9M
ADMARCHER DANIELS MIDLAND CO
$97.1M
WSCWILLSCOT MOBIL MINI HLDNG CO
$96.4M
LPLALPL FINL HLDGS INC
$96.1M
SBACSBA COMMUNICATIONS CORP NEW
$91.7M
VMIVALMONT INDS INC
$90.1M
HESHESS CORP
$89.9M
FRCBFIRST REP BK SAN FRANCISCO C
$87.0M
IQVIQVIA HLDGS INC
$86.9M
NSCNORFOLK SOUTHN CORP
$84.0M
COSTCOSTCO WHSL CORP NEW
$83.6M
PNFPPINNACLE FINL PARTNERS INC
$83.1M
BUWABIO RAD LABS INC
$81.3M
OVVOVINTIV INC
$81.0M
VVISA INC
$78.4M
ZTSZOETIS INC
$76.9M
JJACOBS SOLUTIONS INC
$74.8M
METAMETA PLATFORMS INC
$73.8M
SAIASAIA INC
$71.6M
XIFRNEXTERA ENERGY PARTNERS LP
$71.3M
AVGOBROADCOM INC
$69.9M
ADSKAUTODESK INC
$68.7M
PCARPACCAR INC
$68.5M
WMSADVANCED DRAIN SYS INC DEL
$68.1M
CLCOLGATE PALMOLIVE CO
$65.6M
NVSTENVISTA HOLDINGS CORPORATION
$64.2M
ORCLORACLE CORP
$63.3M
MRVIMARAVAI LIFESCIENCES HLDGS I
$63.3M
NDAQNASDAQ INC
$62.5M
GOOGLALPHABET INC
$62.1M
AVBAVALONBAY CMNTYS INC
$62.1M
INTUINTUIT
$61.5M
MAMASTERCARD INCORPORATED
$54.3M
PLNTPLANET FITNESS INC
$53.5M
XOMEXXON MOBIL CORP
$51.0M
ABBVABBVIE INC
$50.5M
CVSCVS HEALTH CORP
$49.4M
TAPMOLSON COORS BEVERAGE CO
$48.5M
MRKMERCK & CO INC
$47.2M
TWNKEURHOSTESS BRANDS INC
$47.2M
NTRNUTRIEN LTD
$47.1M
WYWEYERHAEUSER CO MTN BE
$43.6M
AXONAXON ENTERPRISE INC
$42.4M
WFCWELLS FARGO CO NEW
$42.2M
SIVBEURSVB FINANCIAL GROUP
$40.9M
BGBUNGE LIMITED
$40.9M
BXMTBLACKSTONE MTG TR INC
$40.8M
AIZASSURANT INC
$40.6M
PBRPETROLEO BRASILEIRO SA PETRO
$40.3M
HUMHUMANA INC
$39.0M
FRFIRST INDL RLTY TR INC
$38.4M
PSXPHILLIPS 66
$36.1M
TECHBIO-TECHNE CORP
$35.5M
CHRCHURCHILL DOWNS INC
$34.6M
EQHEQUITABLE HLDGS INC
$34.4M
MRSHMARSH & MCLENNAN COS INC
$34.4M
DALDELTA AIR LINES INC DEL
$33.3M
WEAWESTERN ALLIANCE BANCORP
$33.2M
AVYAVERY DENNISON CORP
$33.1M
IBMINTERNATIONAL BUSINESS MACHS
$33.0M
MKSIMKS INSTRS INC
$30.3M
UNPUNION PAC CORP
$29.8M
PLDPROLOGIS INC.
$29.5M
PGPROCTER AND GAMBLE CO
$28.1M
QLYSQUALYS INC
$28.1M
ACHOWENS & MINOR INC NEW
$27.2M
FISVFISERV INC
$26.8M
EOGEOG RES INC
$26.7M
ITGARTNER INC
$26.4M
AG8AGILENT TECHNOLOGIES INC
$26.3M
CIENCIENA CORP
$26.2M
KRCKILROY RLTY CORP
$25.8M
8INSYNEOS HEALTH INC
$25.3M
SUMO2EURSUMO LOGIC INC
$24.3M
LNGCHENIERE ENERGY INC
$24.2M
ACNACCENTURE PLC IRELAND
$24.0M
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