Artemis Investment Management LLP Q3 2023 Filing
Filed October 16, 2023
Portfolio Value
$7.2B
Holdings
200
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (200 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $412.0M |
AMZNAMAZON COM INC | $323.0M |
METAMETA PLATFORMS INC | $282.0M |
NVDANVIDIA CORPORATION | $275.0M |
CEGCONSTELLATION ENERGY CORP | $193.0M |
AVTRAVANTOR INC | $160.0M |
GOOGALPHABET INC | $157.0M |
CLHCLEAN HARBORS INC | $152.0M |
EXPEAGLE MATLS INC | $148.0M |
MCKMCKESSON CORP | $129.0M |
SAIASAIA INC | $121.0M |
PCGPG&E CORP | $115.0M |
BLDRBUILDERS FIRSTSOURCE INC | $113.0M |
BXBLACKSTONE INC | $113.0M |
TFIITFI INTL INC | $113.0M |
BKRBAKER HUGHES COMPANY | $101.0M |
HESHESS CORP | $96.0M |
AAPLAPPLE INC | $92.0M |
ORCLORACLE CORP | $86.0M |
LINLINDE PLC | $82.0M |
ITGARTNER INC | $81.0M |
PBRPETROLEO BRASILEIRO SA PETRO | $77.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $76.0M |
AONAON PLC | $74.0M |
GOOGLALPHABET INC | $74.0M |
WFCWELLS FARGO CO NEW | $72.0M |
XOMEXXON MOBIL CORP | $67.0M |
INDVINDIVIOR PLC | $67.0M |
VMCVULCAN MATLS CO | $63.0M |
ZTSZOETIS INC | $63.0M |
MCOMOODYS CORP | $63.0M |
MDLZMONDELEZ INTL INC | $62.0M |
BLDTOPBUILD CORP | $61.0M |
LPLALPL FINL HLDGS INC | $60.0M |
ABBVABBVIE INC | $57.0M |
GILDGILEAD SCIENCES INC | $57.0M |
NVTNVENT ELECTRIC PLC | $56.0M |
WMTWALMART INC | $55.0M |
VVISA INC | $53.0M |
ADMARCHER DANIELS MIDLAND CO | $49.0M |
AZEKAZEK CO INC | $45.0M |
EFXEQUIFAX INC | $44.0M |
FERGFERGUSON PLC NEW | $43.0M |
POOLPOOL CORP | $42.0M |
NOVNOV INC | $42.0M |
LSCCLATTICE SEMICONDUCTOR CORP | $41.0M |
CPRTCOPART INC | $38.0M |
WCCWESCO INTL INC | $36.0M |
MRSHMARSH & MCLENNAN COS INC | $33.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $33.0M |
MAMASTERCARD INCORPORATED | $33.0M |
TENBTENABLE HLDGS INC | $33.0M |
ELFE L F BEAUTY INC | $32.0M |
PFGCPERFORMANCE FOOD GROUP CO | $32.0M |
BURLBURLINGTON STORES INC | $32.0M |
FRFIRST INDL RLTY TR INC | $30.0M |
FIXCOMFORT SYS USA INC | $30.0M |
WFRDWEATHERFORD INTL PLC | $30.0M |
RYAAYRYANAIR HOLDINGS PLC | $30.0M |
ENOVENOVIS CORPORATION | $29.0M |
CHRCHURCHILL DOWNS INC | $29.0M |
PNFPPINNACLE FINL PARTNERS INC | $29.0M |
COTYCOTY INC | $29.0M |
AXONAXON ENTERPRISE INC | $28.0M |
VVVVALVOLINE INC | $28.0M |
TRUTRANSUNION | $28.0M |
HUMHUMANA INC | $28.0M |
MRKMERCK & CO INC | $28.0M |
BRBRBELLRING BRANDS INC | $28.0M |
QRVOQORVO INC | $27.0M |
ELVELEVANCE HEALTH INC | $26.0M |
PGPROCTER AND GAMBLE CO | $25.0M |
ICLRICON PLC | $25.0M |
DC4DEXCOM INC | $25.0M |
TWNKEURHOSTESS BRANDS INC | $24.0M |
NKENIKE INC | $24.0M |
NTRANATERA INC | $23.0M |
AMDADVANCED MICRO DEVICES INC | $23.0M |
DARDARLING INGREDIENTS INC | $23.0M |
MTHMERITAGE HOMES CORP | $21.0M |
JBLJABIL INC | $20.0M |
TWLOTWILIO INC | $20.0M |
ROSTROSS STORES INC | $20.0M |
UNPUNION PAC CORP | $20.0M |
CMECME GROUP INC | $20.0M |
OVVOVINTIV INC | $19.0M |
FLRFLUOR CORP NEW | $19.0M |
OKTAOKTA INC | $18.0M |
PLDPROLOGIS INC. | $18.0M |
CCOCAMECO CORP | $18.0M |
KLACKLA CORP | $17.0M |
ALVAUTOLIV INC | $17.0M |
SNPSSYNOPSYS INC | $17.0M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $16.0M |
XIFRNEXTERA ENERGY PARTNERS LP | $16.0M |
EQTEQT CORP | $15.0M |
DTDYNATRACE INC | $15.0M |
JJACOBS SOLUTIONS INC | $14.0M |
ELLAUDER ESTEE COS INC | $14.0M |
AG8AGILENT TECHNOLOGIES INC | $14.0M |
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