Artemis Investment Management LLP Q1 2020 Filing

Filed April 14, 2020

Portfolio Value

$5.8B

Holdings

213

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (213 positions)

StockValue
BEBLOOM ENERGY CORP
$984K
INFYINFOSYS LTD
$838K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$631K
CHNGUSDCHANGE HEALTHCARE INC
$386K
AMZNAMAZON COM INC
$273K
MSFTMICROSOFT CORP
$204K
GOOGALPHABET INC
$159K
VVISA INC
$146K
AAPLAPPLE INC
$140K
AVGOBROADCOM INC
$130K
BXBLACKSTONE GROUP INC
$110K
JNJJOHNSON & JOHNSON
$107K
BACVERIZON COMMUNICATIONS INC
$105K
FISFIDELITY NATL INFORMATION SV
$103K
BAHBOOZ ALLEN HAMILTON HLDG COR
$101K
BMYBRISTOL MYERS SQUIBB CO
$101K
BUWABIO RAD LABS INC
$90K
MUMICRON TECHNOLOGY INC
$89K
GMGENERAL MTRS CO
$89K
8CWCROWN CASTLE INTL CORP NEW
$84K
MRKMERCK & CO INC
$83K
METAFACEBOOK INC
$81K
PGPROCTER & GAMBLE CO
$80K
NEENEXTERA ENERGY INC
$79K
POOLPOOL CORPORATION
$79K
TMUST MOBILE US INC
$71K
ABBVABBVIE INC
$70K
XIFRNEXTERA ENERGY PARTNERS LP
$67K
MDLZMONDELEZ INTL INC
$67K
GEGGEO GROUP INC NEW
$65K
TMOTHERMO FISHER SCIENTIFIC INC
$64K
LINLINDE PLC
$63K
ORCLORACLE CORP
$59K
ABXBARRICK GOLD CORPORATION
$59K
PGRPROGRESSIVE CORP OHIO
$59K
SPGIS&P GLOBAL INC
$57K
LBRDKLIBERTY BROADBAND CORP
$56K
ZTSZOETIS INC
$55K
NEWREURNEW RELIC INC
$55K
CVSCVS HEALTH CORP
$53K
HUMHUMANA INC
$53K
FNVFRANCO NEVADA CORP
$53K
TRUTRANSUNION
$48K
PFEPFIZER INC
$47K
ATVIEURACTIVISION BLIZZARD INC
$47K
LRCXEURLAM RESEARCH CORP
$46K
TRVCCITIGROUP INC
$46K
ABTABBOTT LABS
$43K
JPMJPMORGAN CHASE & CO
$42K
UNHUNITEDHEALTH GROUP INC
$38K
BRK/BBERKSHIRE HATHAWAY INC DEL
$38K
NSCNORFOLK SOUTHERN CORP
$37K
ICEINTERCONTINENTAL EXCHANGE IN
$35K
PLDPROLOGIS INC
$33K
INTCINTEL CORP
$33K
MCDMCDONALDS CORP
$31K
AGNCAGNC INVT CORP
$31K
OPTUALTICE USA INC
$30K
BSXBOSTON SCIENTIFIC CORP
$29K
MSCIMSCI INC
$28K
HDHOME DEPOT INC
$27K
ELVANTHEM INC
$27K
CNCCENTENE CORP DEL
$27K
PFPTPROOFPOINT INC
$26K
KOCOCA COLA CO
$25K
PANWPALO ALTO NETWORKS INC
$24K
BBYBEST BUY INC
$24K
SERVUSDSERVICEMASTER GLOBAL HLDGS I
$24K
EQIXEQUINIX INC
$23K
BDXBECTON DICKINSON & CO
$23K
BLKCHFBLACKROCK INC
$23K
MAMASTERCARD INC
$22K
WINGWINGSTOP INC
$22K
MOHMOLINA HEALTHCARE INC
$22K
CHGGCHEGG INC
$22K
GOOGLALPHABET INC
$21K
AEISADVANCED ENERGY INDS
$21K
JKHYHENRY JACK & ASSOC INC
$21K
CLCOLGATE PALMOLIVE CO
$20K
CHKPCHECK POINT SOFTWARE TECH LT
$20K
SCHWTHE CHARLES SCHWAB CORPORATI
$20K
AMGNAMGEN INC
$20K
ACNACCENTURE PLC IRELAND
$20K
FBINFORTUNE BRANDS HOME & SEC IN
$20K
LMTLOCKHEED MARTIN CORP
$20K
CHTRCHARTER COMMUNICATIONS INC N
$19K
AVYAVERY DENNISON CORP
$19K
YRIYAMANA GOLD INC
$19K
CATCATERPILLAR INC DEL
$19K
CPRTCOPART INC
$18K
FISVFISERV INC
$18K
SNPSSYNOPSYS INC
$18K
MRSHMARSH & MCLENNAN COS INC
$18K
LWLAMB WESTON HLDGS INC
$18K
BTAIEURBIOXCEL THERAPEUTICS INC
$17K
TXNTEXAS INSTRS INC
$17K
CHRCHURCHILL DOWNS INC
$16K
PKNPERKINELMER INC
$16K
TRNOTERRENO RLTY CORP
$16K
CMCSACOMCAST CORP NEW
$15K
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