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)

StockValue
SNPSSYNOPSYS INC
$22.0M
RLRALPH LAUREN CORP
$20.0M
AKXANSYS INC
$20.0M
SPGSIMON PPTY GROUP INC NEW
$19.0M
PHPARKER-HANNIFIN CORP
$19.0M
PNCPNC FINL SVCS GROUP INC
$18.0M
SBACSBA COMMUNICATIONS CORP NEW
$18.0M
LSCCLATTICE SEMICONDUCTOR CORP
$18.0M
USERTESTING INC
$18.0M
IQVIQVIA HLDGS INC
$18.0M
GEGENERAL ELECTRIC CO
$17.0M
CCOCAMECO CORP
$17.0M
EFXEQUIFAX INC
$17.0M
AREALEXANDRIA REAL ESTATE EQ IN
$17.0M
ABXBARRICK GOLD CORP
$16.0M
CNHICNH INDL N V
$16.0M
MKSIMKS INSTRS INC
$15.0M
PPLPPL CORP
$15.0M
LOWLOWES COS INC
$15.0M
PLDPROLOGIS INC.
$15.0M
CVSCVS HEALTH CORP
$14.0M
SUMO2EURSUMO LOGIC INC
$14.0M
CZOOCAZOO GROUP LTD
$13.0M
TRMBTRIMBLE INC
$13.0M
LHXL3HARRIS TECHNOLOGIES INC
$13.0M
BAHBOOZ ALLEN HAMILTON HLDG COR
$13.0M
QLYSQUALYS INC
$12.0M
STLASTELLANTIS N.V
$12.0M
HIGHARTFORD FINL SVCS GROUP INC
$12.0M
MQMARQETA INC
$11.0M
METMETLIFE INC
$11.0M
AZEKAZEK CO INC
$11.0M
RGAREINSURANCE GRP OF AMERICA I
$10.0M
UNMUNUM GROUP
$10.0M
GILDGILEAD SCIENCES INC
$9.0M
JPMJPMORGAN CHASE & CO
$9.0M
JDJD.COM INC
$9.0M
TDCTERADATA CORP DEL
$9.0M
SFMSPROUTS FMRS MKT INC
$9.0M
AMDADVANCED MICRO DEVICES INC
$9.0M
CVXCHEVRON CORP NEW
$9.0M
MCHPMICROCHIP TECHNOLOGY INC.
$8.0M
4I1PHILIP MORRIS INTL INC
$8.0M
GDGENERAL DYNAMICS CORP
$8.0M
CBCHUBB LIMITED
$8.0M
CP.TOCANADIAN PAC RY LTD
$8.0M
FCFFIRST COMWLTH FINL CORP PA
$8.0M
QRVOQORVO INC
$8.0M
MOALTRIA GROUP INC
$8.0M
PEPPEPSICO INC
$7.0M
JBLJABIL INC
$7.0M
ICLRICON PLC
$7.0M
KRKROGER CO
$7.0M
ADIANALOG DEVICES INC
$6.0M
HSYHERSHEY CO
$6.0M
TAT&T INC
$6.0M
SPGIS&P GLOBAL INC
$6.0M
ADPAUTOMATIC DATA PROCESSING IN
$6.0M
AIGAMERICAN INTL GROUP INC
$5.0M
FRSHFRESHWORKS INC
$5.0M
FULTFULTON FINL CORP PA
$5.0M
TEXTEREX CORP NEW
$5.0M
UALUNITED AIRLS HLDGS INC
$5.0M
TDTORONTO DOMINION BK ONT
$5.0M
LECOLINCOLN ELEC HLDGS INC
$4.0M
WMTWALMART INC
$4.0M
JNPJUNIPER NETWORKS INC
$4.0M
CNRCANADIAN NATL RY CO
$4.0M
MEDPMEDPACE HLDGS INC
$4.0M
WAFDWASHINGTON FED INC
$4.0M
KOCOCA COLA CO
$4.0M
GENGEN DIGITAL INC
$4.0M
BOXBOX INC
$4.0M
CPRXCATALYST PHARMACEUTICALS INC
$4.0M
RHRH
$4.0M
PERIPERION NETWORK LTD
$4.0M
CNMCORE & MAIN INC
$3.0M
SRJSPARTANNASH CO
$3.0M
BLMNBLOOMIN BRANDS INC
$3.0M
FISVFISERV INC
$3.0M
NOCNORTHROP GRUMMAN CORP
$2.0M
SEDGSOLAREDGE TECHNOLOGIES INC
$2.0M
HUBGHUB GROUP INC
$2.0M
CSXCSX CORP
$2.0M
SKMSK TELECOM LTD
$2.0M
KDPKEURIG DR PEPPER INC
$2.0M
TERTERADYNE INC
$1.0M
BDCBELDEN INC
$1.0M
PODDINSULET CORP
$1.0M
VEEVVEEVA SYS INC
$1.0M
MEGMONTROSE ENVIRONMENTAL GROUP
$1.0M
FSLRFIRST SOLAR INC
$1.0M
PENPENUMBRA INC
$1.0M
MNSOMINISO GROUP HLDG LTD
$1.0M
INFYINFOSYS LTD
$1.0M
SBLKSTAR BULK CARRIERS CORP.
$1.0M
DC4DEXCOM INC
$1.0M
PWSCPOWERSCHOOL HOLDINGS INC
$1.0M
TTEKTETRA TECH INC NEW
$1.0M
BABAALIBABA GROUP HLDG LTD
$1.0M
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