Artemis Investment Management LLP Q4 2020 Filing

Filed January 26, 2021

Portfolio Value

$9.6B

Holdings

247

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (247 positions)

StockValue
GSGOLDMAN SACHS GROUP INC
$7.4M
BORR DRILLING LTD
$7.3M
BBYBEST BUY INC
$7.0M
UNVREURUNIVAR SOLUTIONS USA INC
$6.9M
CIENCIENA CORP
$6.8M
FLSFLOWSERVE CORP
$6.7M
SICPQSILVERGATE CAP CORP
$6.7M
GILDGILEAD SCIENCES INC
$6.5M
LENLENNAR CORP
$6.4M
PRIPRIMERICA INC
$6.3M
CMCANADIAN IMP BK COMM
$6.3M
DDOGDATADOG INC
$5.4M
TDCTERADATA CORP DEL
$5.3M
TUFIN SOFTWARE TECHNOLOGIE
$5.1M
PIIPOLARIS INC
$4.9M
RLRALPH LAUREN CORP
$4.7M
LUVSOUTHWEST AIRLS CO
$4.6M
CICIGNA CORP NEW
$4.6M
STABLE RD ACQUISITION CORP
$4.2M
CVLTCOMMVAULT SYSTEMS INC
$4.2M
DVADAVITA INC
$4.1M
FMCFMC CORP
$4.0M
PINGUSDPING IDENTITY HLDG CORP
$3.9M
SWN1EURSOUTHWESTERN ENERGY CO
$3.5M
FFWMFIRST FNDTN INC
$3.4M
LABORATORY CORP AMER HLDGS
$3.2M
INFYINFOSYS LTD
$2.5M
CNCCENTENE CORP DEL
$2.1M
SKTTANGER FACTORY OUTLET CTRS I
$1.9M
DLTRDOLLAR TREE INC
$1.8M
TROWPRICE T ROWE GROUP INC
$1.7M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.6M
HOLXHOLOGIC INC
$1.1M
AMZNAMAZON COM INC
$268K
GOOGALPHABET INC
$225K
BKNGBOOKING HOLDINGS INC
$97K
T7DTRANSDIGM GROUP INC
$93K
NVDANVIDIA CORPORATION
$76K
BUWABIO RAD LABS INC
$64K
BLKCHFBLACKROCK INC
$41K
EQIXEQUINIX INC
$34K
CSGPCOSTAR GROUP INC
$31K
NFLXNETFLIX INC
$26K
SHWSHERWIN WILLIAMS CO
$24K
NOWSERVICENOW INC
$21K
SHOPSHOPIFY INC
$15K
ADBEADOBE SYSTEMS INCORPORATED
$14K
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