Artemis Investment Management LLP Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$8.0B

Holdings

183

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (183 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
1,780,277$332.2B4133.73%
2
MSFTMICROSOFT CORP
501,569$259.8B3233.02%
3
GOOGLALPHABET INC
769,461$187.1B2327.88%
4
KGCKINROSS GOLD CORP
7,521,220$186.9B2325.97%
5
ABBVABBVIE INC
782,701$181.2B2255.34%
6
AMZNAMAZON COM INC
810,552$178.0B2214.84%
7
TXNTEXAS INSTRS INC
867,352$159.4B1983.19%
8
JEFJEFFERIES FINL GROUP INC
2,379,579$155.7B1937.31%
9
METAMETA PLATFORMS INC
204,129$149.9B1865.58%
10
COFCAPITAL ONE FINL CORP
659,982$140.3B1746.00%
11
TRVCCITIGROUP INC
1,194,811$121.3B1509.23%
12
CVXCHEVRON CORP NEW
762,406$118.4B1473.40%
13
AAPLAPPLE INC
464,720$118.3B1472.62%
14
AXONAXON ENTERPRISE INC
162,160$116.4B1448.24%
15
FLUTFLUTTER ENTMT PLC
433,423$111.8B1391.15%
16
JLLJONES LANG LASALLE INC
370,604$110.5B1375.70%
17
NVTNVENT ELECTRIC PLC
1,107,385$109.2B1359.38%
18
PRIMPRIMORIS SVCS CORP
767,660$105.4B1311.97%
19
BEBLOOM ENERGY CORP
1,217,982$103.0B1281.88%
20
DBDEUTSCHE BANK A G
2,918,177$102.6B1276.60%
21
AEMAGNICO EAGLE MINES LTD
608,100$102.4B1274.32%
22
WDCWESTERN DIGITAL CORP
842,110$101.1B1258.22%
23
PHPARKER-HANNIFIN CORP
128,402$97.3B1211.48%
24
HESMHESS MIDSTREAM LP
2,796,934$96.6B1202.60%
25
RYAAYRYANAIR HOLDINGS PLC
1,584,763$95.4B1187.67%
26
SPGSIMON PPTY GROUP INC NEW
489,151$91.8B1142.42%
27
CCLCARNIVAL CORP
3,018,918$87.3B1086.15%
28
CRCRANE COMPANY
463,169$85.3B1061.40%
29
ROADCONSTRUCTION PARTNERS INC
657,565$83.5B1039.28%
30
DGXQUEST DIAGNOSTICS INC
431,641$82.3B1023.74%
31
PLNTPLANET FITNESS INC
779,734$80.9B1007.24%
32
FIXCOMFORT SYS USA INC
93,331$77.0B958.44%
33
HBMHUDBAY MINERALS INC
4,939,281$74.8B930.85%
34
GMGENERAL MTRS CO
1,205,491$73.5B914.68%
35
WFCWELLS FARGO CO NEW
873,624$73.2B911.30%
36
GSGOLDMAN SACHS GROUP INC
91,363$72.8B905.45%
37
BKBANK NEW YORK MELLON CORP
662,269$72.2B898.03%
38
ALLYALLY FINL INC
1,757,249$68.9B857.25%
39
KFYKORN FERRY
970,841$67.9B845.50%
40
RHCRH PLC
562,476$67.4B839.29%
41
IRENIREN LIMITED
1,396,333$65.5B815.51%
42
PAGPPLAINS GP HLDGS L P
3,529,173$64.4B801.10%
43
ETNEATON CORP PLC
169,074$63.3B787.46%
44
CEGCONSTELLATION ENERGY CORP
189,886$62.5B777.63%
45
TLNTALEN ENERGY CORP
146,321$62.2B774.59%
46
ADMARCHER DANIELS MIDLAND CO
963,501$57.6B716.32%
47
BAPCREDICORP LTD
211,093$56.2B699.52%
48
T7DTRANSDIGM GROUP INC
42,074$55.5B690.12%
49
BURLBURLINGTON STORES INC
216,835$55.2B686.76%
50
FRFIRST INDL RLTY TR INC
1,061,895$54.7B680.18%
51
AVGOBROADCOM INC
163,937$54.1B673.07%
52
PAGSPAGSEGURO DIGITAL LTD
5,401,199$54.0B672.17%
53
WMTWALMART INC
506,387$52.2B649.47%
54
CMACOMERICA INC
761,014$52.1B648.93%
55
MAMASTERCARD INCORPORATED
91,233$51.9B645.82%
56
COHRCOHERENT CORP
479,132$51.6B642.30%
57
SYKSTRYKER CORPORATION
136,030$50.3B625.80%
58
CFGCITIZENS FINL GROUP INC
939,980$50.0B621.86%
59
BABAALIBABA GROUP HLDG LTD
278,201$49.7B618.79%
60
STXSEAGATE TECHNOLOGY HLDNGS PL
209,050$49.3B614.13%
61
CORZCORE SCIENTIFIC INC NEW
2,660,404$47.7B593.96%
62
JPMJPMORGAN CHASE & CO.
150,825$47.6B592.06%
63
CPACOPA HOLDINGS SA
393,623$46.8B582.05%
64
AMDADVANCED MICRO DEVICES INC
288,785$46.7B581.45%
65
RGENREPLIGEN CORP
346,786$46.4B576.88%
66
BLDTOPBUILD CORP
118,402$46.3B575.93%
67
CAHCARDINAL HEALTH INC
293,772$46.1B573.84%
68
KOCOCA COLA CO
633,330$42.0B522.71%
69
TPDSOMNIGROUP INTERNATIONAL INC
488,423$41.2B512.59%
70
WEAWESTERN ALLIANCE BANCORP
468,451$40.6B505.56%
71
NINISOURCE INC
928,022$40.2B500.08%
72
AUANGLOGOLD ASHANTI PLC
570,184$40.1B499.05%
73
CTVACORTEVA INC
590,063$39.9B496.62%
74
EVREVERCORE INC
111,644$37.7B468.67%
75
GEVGE VERNOVA INC
58,976$36.3B451.30%
76
FWONALIBERTY MEDIA CORP DEL
344,997$36.0B448.45%
77
BJBJS WHSL CLUB HLDGS INC
385,667$36.0B447.56%
78
NTRANATERA INC
218,615$35.2B437.94%
79
LYVLIVE NATION ENTERTAINMENT IN
208,330$34.0B423.64%
80
PBRPETROLEO BRASILEIRO SA PETRO
2,679,224$33.9B422.12%
81
AFRMAFFIRM HLDGS INC
451,272$33.0B410.42%
82
CNPCENTERPOINT ENERGY INC
814,018$31.6B393.06%
83
OGEOGE ENERGY CORP
676,061$31.3B389.29%
84
POSTPOST HLDGS INC
287,573$30.9B384.65%
85
TMOTHERMO FISHER SCIENTIFIC INC
60,873$29.5B367.43%
86
GMEDGLOBUS MED INC
514,008$29.4B366.34%
87
HLHECLA MNG CO
2,405,345$29.1B362.20%
88
BOOTBOOT BARN HLDGS INC
173,583$28.8B357.99%
89
TSLATESLA INC
64,292$28.6B355.82%
90
LLYELI LILLY & CO
37,161$28.4B352.86%
91
FNDFLOOR & DECOR HLDGS INC
379,453$28.0B348.03%
92
RCLROYAL CARIBBEAN GROUP
86,134$27.9B346.85%
93
QFINQFIN HOLDINGS INC
930,086$26.8B333.12%
94
USFDUS FOODS HLDG CORP
346,201$26.5B330.11%
95
EMBJEMBRAER S.A.
432,709$26.2B325.52%
96
BNSBANK NOVA SCOTIA HALIFAX
401,235$25.9B322.81%
97
DTDYNATRACE INC
515,086$25.0B310.57%
98
IPINTERNATIONAL PAPER CO
515,818$23.9B297.85%
99
LRCXLAM RESEARCH CORP
177,725$23.8B296.15%
100
SNOWSNOWFLAKE INC
101,911$23.0B286.06%
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