Artemis Investment Management LLP Q1 2018 Filing
Filed May 10, 2018
Portfolio Value
$6.5B
Holdings
224
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (224 positions)
| Stock | Value |
|---|---|
TRGPTARGA RES CORP | $17.2M |
WBAWALGREENS BOOTS ALLIANCE INC | $17.1M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $17.0M |
LNCLINCOLN NATL CORP IND | $16.3M |
AEISADVANCED ENERGY INDS | $16.1M |
—2U INC | $15.9M |
NTNXNUTANIX INC | $15.8M |
VVISA INC | $15.7M |
AZPNUSDASPEN TECHNOLOGY INC | $15.4M |
CMECME GROUP INC | $15.2M |
PINCPREMIER INC | $15.2M |
WBC1EURWABCO HLDGS INC | $15.0M |
CZREURCAESARS ENTMT CORP | $15.0M |
LDOSLEIDOS HLDGS INC | $14.3M |
LBEURL BRANDS INC | $14.1M |
SNPSSYNOPSYS INC | $13.9M |
THOTHOR INDS INC | $13.5M |
FANGDIAMONDBACK ENERGY INC | $13.5M |
NTAPNETAPP INC | $13.5M |
CATCATERPILLAR INC DEL | $13.2M |
SYNASYNAPTICS INC | $13.2M |
HDHOME DEPOT INC | $13.1M |
TMUST MOBILE US INC | $12.9M |
VSTVISTRA ENERGY CORP | $12.8M |
—ANDEAVOR | $12.7M |
WCGEURWELLCARE HEALTH PLANS INC | $12.6M |
VMCVULCAN MATLS CO | $12.5M |
—LEUCADIA NATL CORP | $12.2M |
BTAIEURBIOXCEL THERAPEUTICS INC | $12.2M |
LITELUMENTUM HLDGS INC | $12.0M |
MTNVAIL RESORTS INC | $11.8M |
FDXFEDEX CORP | $11.7M |
CIENCIENA CORP | $11.4M |
BAXBAXTER INTL INC | $11.3M |
DKSDICKS SPORTING GOODS INC | $11.2M |
CDNSCADENCE DESIGN SYSTEM INC | $11.2M |
PNCPNC FINL SVCS GROUP INC | $10.7M |
ITTITT INC | $10.6M |
TAT&T INC | $9.8M |
PTENPATTERSON UTI ENERGY INC | $9.8M |
TPHTRI POINTE GROUP INC | $9.8M |
ADBEADOBE SYS INC | $9.7M |
GPKGRAPHIC PACKAGING HLDG CO | $9.7M |
WEAWESTERN ALLIANCE BANCORP | $9.5M |
GILDGILEAD SCIENCES INC | $9.5M |
ANETEURARISTA NETWORKS INC | $9.4M |
OCOWENS CORNING NEW | $9.4M |
AMGNAMGEN INC | $9.3M |
CR1USDCRANE CO | $8.9M |
—OCH ZIFF CAP MGMT GROUP | $8.9M |
CRMSALESFORCE COM INC | $8.9M |
DISHDISH NETWORK CORP | $8.7M |
IPGPIPG PHOTONICS CORP | $8.5M |
SYU1SYNOVUS FINL CORP | $8.5M |
COPCONOCOPHILLIPS | $8.3M |
EWBCEAST WEST BANCORP INC | $8.2M |
WFCWELLS FARGO & CO NEW | $7.9M |
SEESEALED AIR CORP NEW | $7.7M |
JKHYHENRY JACK & ASSOC INC | $7.2M |
AXGNAXOGEN INC | $6.9M |
NVROEURNEVRO CORP | $6.8M |
XIFRNEXTERA ENERGY PARTNERS LP | $6.8M |
PLDPROLOGIS INC | $6.7M |
HASHASBRO INC | $6.6M |
CHGGCHEGG INC | $6.6M |
ETRAE TRADE FINANCIAL CORP | $6.4M |
LYVLIVE NATION ENTERTAINMENT IN | $6.4M |
MCDMCDONALDS CORP | $6.1M |
SCSANTANDER CONSUMER USA HDG I | $6.1M |
EBAEBAY INC | $6.0M |
—DST SYS INC DEL | $6.0M |
PVHPVH CORP | $5.8M |
BFHALLIANCE DATA SYSTEMS CORP | $5.7M |
RGAREINSURANCE GROUP AMER INC | $5.7M |
SFBSSERVISFIRST BANCSHARES INC COM | $5.6M |
BKIEURBLACK KNIGHT INC | $5.6M |
WOOFOOT LOCKER INC | $5.3M |
BIIBBIOGEN INC | $5.3M |
—K2M GROUP HLDGS INC | $5.3M |
CLGXCORELOGIC INC | $5.0M |
FUODOLBY LABORATORIES INC | $4.8M |
FIVEFIVE BELOW INC | $4.7M |
—NEOPHOTONICS CORP | $4.7M |
WBSWEBSTER FINL CORP CONN | $4.4M |
JWNUSDNORDSTROM INC | $4.3M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $4.1M |
MTDRMATADOR RES CO | $3.9M |
WYNNWYNN RESORTS LTD | $3.8M |
SRCLSTERICYCLE INC | $3.5M |
MRCYMERCURY SYS INC | $3.4M |
KLACKLA-TENCOR CORP | $3.4M |
ABMDEURABIOMED INC | $3.3M |
—KOSMOS ENERGY LTD | $3.3M |
—GARDNER DENVER HLDGS INC | $3.0M |
—MYLAN N V | $2.9M |
CGNXCOGNEX CORP | $2.8M |
CVXCHEVRON CORP NEW | $2.8M |
CTLTEURCATALENT INC | $2.7M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $2.6M |
HCSGHEALTHCARE SVCS GRP INC | $2.5M |