Artemis Investment Management LLP Q1 2021 Filing
Filed April 28, 2021
Portfolio Value
$10.5B
Holdings
246
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (246 positions)
| Stock | Value |
|---|---|
GOOGALPHABET INC | $388.5M |
AMZNAMAZON COM INC | $322.3M |
AAPLAPPLE INC | $243.9M |
AVGOBROADCOM INC | $229.0M |
METAFACEBOOK INC | $226.9M |
ALLYALLY FINL INC | $205.3M |
NSCNORFOLK SOUTHN CORP | $189.2M |
CSCOCISCO SYS INC | $176.3M |
METMETLIFE INC | $152.1M |
JPMJPMORGAN CHASE & CO | $148.2M |
AGCOAGCO CORP | $148.1M |
MSFTMICROSOFT CORP | $146.6M |
LOWLOWES COS INC | $138.4M |
CHRCHURCHILL DOWNS INC | $137.4M |
AXPAMERICAN EXPRESS CO | $133.4M |
CATCATERPILLAR INC | $127.8M |
PYPLPAYPAL HLDGS INC | $127.4M |
TRVCCITIGROUP INC | $125.7M |
WEXWEX INC | $119.2M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $118.8M |
UBERUBER TECHNOLOGIES INC | $117.9M |
BFHALLIANCE DATA SYSTEMS CORP | $114.2M |
TTTRANE TECHNOLOGIES PLC | $113.1M |
AMATAPPLIED MATLS INC | $112.7M |
XIFRNEXTERA ENERGY PARTNERS LP | $110.4M |
SYFSYNCHRONY FINANCIAL | $109.8M |
EQHEQUITABLE HLDGS INC | $109.4M |
LINLINDE PLC | $102.0M |
FCXFREEPORT-MCMORAN INC | $99.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $99.2M |
T7DTRANSDIGM GROUP INC | $92.9M |
LPLALPL FINL HLDGS INC | $92.8M |
DISDISNEY WALT CO | $90.5M |
BURLBURLINGTON STORES INC | $90.4M |
TQJSIGNATURE BK NEW YORK N Y | $87.0M |
VVISA INC | $84.3M |
TMUST-MOBILE US INC | $84.0M |
WDCWESTERN DIGITAL CORP. | $79.6M |
SAIASAIA INC | $73.3M |
XOMEXXON MOBIL CORP | $72.2M |
FISFIDELITY NATL INFORMATION SV | $69.6M |
NEENEXTERA ENERGY INC | $69.6M |
ORCLORACLE CORP | $67.3M |
ABBVABBVIE INC | $67.3M |
DWDMORGAN STANLEY | $66.1M |
MAMASTERCARD INCORPORATED | $62.3M |
PINSPINTEREST INC | $62.2M |
AMEDAMEDISYS INC | $56.4M |
BMYBRISTOL-MYERS SQUIBB CO | $56.1M |
JECUSDJACOBS ENGR GROUP INC | $56.0M |
SWKSTANLEY BLACK & DECKER INC | $55.7M |
ESTCELASTIC N V | $54.7M |
8INSYNEOS HEALTH INC | $54.2M |
SPGIS&P GLOBAL INC | $53.7M |
SERVUSDTERMINIX GLOBAL HOLDINGS INC | $53.6M |
NVDANVIDIA CORPORATION | $52.5M |
SPGSIMON PPTY GROUP INC NEW | $52.3M |
ENOVCOLFAX CORP | $51.7M |
DOOBRP INC | $50.4M |
KOCOCA COLA CO | $50.3M |
GLWCORNING INC | $49.2M |
PGRPROGRESSIVE CORP | $48.3M |
BUWABIO RAD LABS INC | $47.8M |
WCCWESCO INTL INC | $47.0M |
LPROOPEN LENDING CORP | $46.9M |
KHCKRAFT HEINZ CO | $46.0M |
TECHBIO-TECHNE CORP | $45.8M |
LEVILEVI STRAUSS & CO NEW | $45.8M |
FIVEFIVE BELOW INC | $45.7M |
SHWSHERWIN WILLIAMS CO | $45.0M |
CRWDCROWDSTRIKE HLDGS INC | $44.8M |
BTAIEURBIOXCEL THERAPEUTICS INC | $44.4M |
POOLPOOL CORP | $43.3M |
AVYAVERY DENNISON CORP | $43.2M |
ZTSZOETIS INC | $41.9M |
ADMARCHER DANIELS MIDLAND CO | $41.7M |
CLHCLEAN HARBORS INC | $41.0M |
KLACKLA CORP | $40.8M |
STZCONSTELLATION BRANDS INC | $40.1M |
EQIXEQUINIX INC | $40.0M |
BENFRANKLIN RESOURCES INC | $39.9M |
BXBLACKSTONE GROUP INC | $39.7M |
BKNGBOOKING HOLDINGS INC | $39.5M |
UNHUNITEDHEALTH GROUP INC | $39.2M |
HESHESS CORP | $39.2M |
ELVANTHEM INC | $38.9M |
JNJJOHNSON & JOHNSON | $37.8M |
DRIDARDEN RESTAURANTS INC | $36.9M |
NXPINXP SEMICONDUCTORS N V | $36.5M |
IQVIQVIA HLDGS INC | $35.9M |
SPBSPECTRUM BRANDS HLDGS INC NE | $35.4M |
ITTITT INC | $35.2M |
PACWUSDGREAT WESTN NATL BK PORTLAND | $34.7M |
EATBRINKER INTL INC | $34.5M |
TFIITFI INTL INC | $34.5M |
ATVIEURACTIVISION BLIZZARD INC | $34.2M |
NVSTENVISTA HOLDINGS CORPORATION | $33.7M |
VMIVALMONT INDS INC | $33.7M |
NFLXNETFLIX INC | $32.5M |
AZEKAZEK CO INC | $31.6M |
Page 1 of 3Next