Artemis Investment Management LLP Q4 2022 Filing
Filed January 25, 2023
Portfolio Value
$8.8B
Holdings
220
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (220 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $408.0M |
KHCKRAFT HEINZ CO | $192.0M |
PCGPG&E CORP | $185.0M |
CLHCLEAN HARBORS INC | $176.0M |
CEGCONSTELLATION ENERGY CORP | $174.0M |
MRKMERCK & CO INC | $171.0M |
WFCWELLS FARGO CO NEW | $168.0M |
AAPLAPPLE INC | $167.0M |
LINLINDE PLC | $160.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $158.0M |
GOOGALPHABET INC | $157.0M |
WTWWILLIS TOWERS WATSON PLC LTD | $149.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $145.0M |
TMUST-MOBILE US INC | $139.0M |
BMYBRISTOL-MYERS SQUIBB CO | $136.0M |
DARDARLING INGREDIENTS INC | $126.0M |
CSCOCISCO SYS INC | $124.0M |
JJACOBS SOLUTIONS INC | $124.0M |
CICIGNA CORP NEW | $118.0M |
ADMARCHER DANIELS MIDLAND CO | $117.0M |
PFEPFIZER INC | $117.0M |
INTUINTUIT | $111.0M |
AMZNAMAZON COM INC | $109.0M |
ITGARTNER INC | $104.0M |
HESHESS CORP | $103.0M |
PLNTPLANET FITNESS INC | $98.0M |
NEENEXTERA ENERGY INC | $95.0M |
VMIVALMONT INDS INC | $94.0M |
POOLPOOL CORP | $94.0M |
NSCNORFOLK SOUTHN CORP | $92.0M |
COPCONOCOPHILLIPS | $91.0M |
VVISA INC | $88.0M |
SAIASAIA INC | $88.0M |
MCKMCKESSON CORP | $86.0M |
OVVOVINTIV INC | $85.0M |
ORCLORACLE CORP | $82.0M |
FERGFERGUSON PLC NEW | $80.0M |
BGBUNGE LIMITED | $78.0M |
BURLBURLINGTON STORES INC | $77.0M |
LPLALPL FINL HLDGS INC | $77.0M |
ABBVABBVIE INC | $74.0M |
MAMASTERCARD INCORPORATED | $73.0M |
PNFPPINNACLE FINL PARTNERS INC | $72.0M |
XIFRNEXTERA ENERGY PARTNERS LP | $71.0M |
ADSKAUTODESK INC | $70.0M |
TWNKEURHOSTESS BRANDS INC | $66.0M |
NDAQNASDAQ INC | $66.0M |
NVSTENVISTA HOLDINGS CORPORATION | $63.0M |
VMCVULCAN MATLS CO | $62.0M |
DLTRDOLLAR TREE INC | $61.0M |
AXONAXON ENTERPRISE INC | $58.0M |
GOOGLALPHABET INC | $54.0M |
XOMEXXON MOBIL CORP | $53.0M |
WYWEYERHAEUSER CO MTN BE | $48.0M |
PSXPHILLIPS 66 | $47.0M |
CHRCHURCHILL DOWNS INC | $46.0M |
ARMKARAMARK | $45.0M |
FLRFLUOR CORP NEW | $45.0M |
METAMETA PLATFORMS INC | $40.3M |
TECHBIO-TECHNE CORP | $39.0M |
ZTSZOETIS INC | $39.0M |
COSTCOSTCO WHSL CORP NEW | $39.0M |
MUMICRON TECHNOLOGY INC | $39.0M |
FRFIRST INDL RLTY TR INC | $39.0M |
BKRBAKER HUGHES COMPANY | $38.0M |
IBMINTERNATIONAL BUSINESS MACHS | $38.0M |
PFGCPERFORMANCE FOOD GROUP CO | $37.0M |
AVYAVERY DENNISON CORP | $37.0M |
EOGEOG RES INC | $36.0M |
EQHEQUITABLE HLDGS INC | $36.0M |
TFIITFI INTL INC | $36.0M |
CLCOLGATE PALMOLIVE CO | $32.0M |
SLBSCHLUMBERGER LTD | $32.0M |
ACNACCENTURE PLC IRELAND | $32.0M |
UNPUNION PAC CORP | $31.0M |
NTRNUTRIEN LTD | $30.0M |
PKNPERKINELMER INC | $30.0M |
DALDELTA AIR LINES INC DEL | $30.0M |
PBRPETROLEO BRASILEIRO SA PETRO | $29.0M |
AG8AGILENT TECHNOLOGIES INC | $29.0M |
AWMSKYWORKS SOLUTIONS INC | $29.0M |
WMSADVANCED DRAIN SYS INC DEL | $29.0M |
WEAWESTERN ALLIANCE BANCORP | $28.0M |
BTAIEURBIOXCEL THERAPEUTICS INC | $28.0M |
BLDRBUILDERS FIRSTSOURCE INC | $27.0M |
NTRANATERA INC | $26.0M |
NOVNOV INC | $26.0M |
MRSHMARSH & MCLENNAN COS INC | $26.0M |
PGPROCTER AND GAMBLE CO | $25.0M |
FRCBFIRST REP BK SAN FRANCISCO C | $25.0M |
FCXFREEPORT-MCMORAN INC | $25.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $25.0M |
CPRTCOPART INC | $24.0M |
TENBTENABLE HLDGS INC | $24.0M |
HALHALLIBURTON CO | $24.0M |
TQJSIGNATURE BK NEW YORK N Y | $24.0M |
MSIMOTOROLA SOLUTIONS INC | $23.0M |
ZBHZIMMER BIOMET HOLDINGS INC | $23.0M |
KRCKILROY RLTY CORP | $22.0M |
CIENCIENA CORP | $22.0M |
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