Artemis Investment Management LLP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$8.6B
Holdings
278
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (278 positions)
| Stock | Value |
|---|---|
UBNTEURUBIQUITI NETWORKS INC | $9.1M |
CNCCENTENE CORP DEL | $9.0M |
VIABVIACOM INC NEW | $8.9M |
FUODOLBY LABORATORIES INC | $8.9M |
CBCHUBB LIMITED | $8.8M |
TSLXUSDTPG SPECIALTY LENDING INC | $8.7M |
AFWALIGN TECHNOLOGY INC | $8.6M |
ABGAMERISOURCEBERGEN CORP | $8.5M |
DC4DEXCOM INC | $8.5M |
TDOCTELADOC HEALTH INC | $8.1M |
CGNXCOGNEX CORP | $7.9M |
FIVEFIVE BELOW INC | $7.8M |
MBUUMALIBU BOATS INC | $7.6M |
TWOU2U INC | $7.5M |
EVTCEVERTEC INC | $7.4M |
QNSTQUINSTREET INC | $7.2M |
MCKMCKESSON CORP | $7.2M |
ALKALASKA AIR GROUP INC | $7.1M |
NOMDNOMAD FOODS LTD | $6.9M |
CBPXEURCONTINENTAL BLDG PRODS INC | $6.8M |
CGCCANOPY GROWTH CORP | $6.8M |
FOXAFOX CORP | $6.7M |
URIUNITED RENTALS INC | $6.6M |
BLBLACKLINE INC | $6.1M |
GRUBGRUBHUB INC | $6.0M |
STZCONSTELLATION BRANDS INC | $5.8M |
HOMEAT HOME GROUP INC | $5.6M |
TWTRUSDTWITTER INC | $5.6M |
—OCH ZIFF CAP MGMT GROUP | $5.5M |
MLNXMELLANOX TECHNOLOGIES LTD | $5.3M |
HIGHARTFORD FINL SVCS GROUP INC | $5.1M |
KMIKINDER MORGAN INC DEL | $5.0M |
OTXOPEN TEXT CORP | $5.0M |
GSGOLDMAN SACHS GROUP INC | $5.0M |
AWGASBURY AUTOMOTIVE GROUP INC | $4.8M |
DAYCERIDIAN HCM HLDG INC | $4.7M |
VICRVICOR CORP | $4.7M |
ALGTALLEGIANT TRAVEL CO | $4.7M |
MTNVAIL RESORTS INC | $4.6M |
CICIGNA CORP NEW | $4.3M |
FITBFIFTH THIRD BANCORP | $4.1M |
PLANUSDANAPLAN INC | $3.7M |
CVXCHEVRON CORP NEW | $3.6M |
XOMEXXON MOBIL CORP | $3.0M |
FTITECHNIPFMC PLC | $2.7M |
WCGEURWELLCARE HEALTH PLANS INC | $2.7M |
WPMWHEATON PRECIOUS METALS CORP | $2.4M |
EBEVENTBRITE INC | $2.3M |
INFYINFOSYS LTD | $2.2M |
CEOCNOOC LTD | $1.9M |
—AG MTG INVT TR INC | $1.5M |
PBRPETROLEO BRASILEIRO SA PETRO | $1.4M |
LNGCHENIERE ENERGY INC | $1.3M |
DATATABLEAU SOFTWARE INC | $1.3M |
LEVILEVI STRAUSS & CO NEW | $1.2M |
SUSUNCOR ENERGY INC NEW | $1.1M |
PXDEURPIONEER NAT RES CO | $1.1M |
GLNGGOLAR LNG LTD BERMUDA | $1.0M |
CRCCANADIAN NAT RES LTD | $950K |
—TRANSENTERIX INC | $864K |
EPDENTERPRISE PRODS PARTNERS L | $862K |
MYLMYLAN N V | $851K |
CLRUSDCONTINENTAL RESOURCES INC | $834K |
—ENCANA CORP | $765K |
HBANHUNTINGTON BANCSHARES INC | $639K |
BTEBAYTEX ENERGY CORP | $557K |
SBSAFE BULKERS INC | $550K |
SIVBEURSVB FINL GROUP | $483K |
BDXBECTON DICKINSON & CO | $463K |
ADSKAUTODESK INC | $458K |
4I1PHILIP MORRIS INTL INC | $433K |
SLBSCHLUMBERGER LTD | $260K |
CZREURCAESARS ENTMT CORP | $131K |
GOOGALPHABET INC | $127K |
AMZNAMAZON COM INC | $105K |
ISRGINTUITIVE SURGICAL INC | $24K |
GOOGLALPHABET INC | $12K |
BKNGBOOKING HLDGS INC | $9K |
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