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)

StockValue
TDTORONTO DOMINION BK ONT
$7.5M
MCKMCKESSON CORP
$7.3M
MOSMOSAIC CO NEW
$7.0M
FHIFEDERATED HERMES INC
$6.9M
ARWARROW ELECTRS INC
$6.6M
FFIVF5 NETWORKS INC
$6.6M
TDCTERADATA CORP DEL
$6.5M
ZEN1EURZENDESK INC
$6.1M
AMTAMERICAN TOWER CORP NEW
$6.1M
CERNCHFCERNER CORP
$5.9M
EMNEASTMAN CHEM CO
$5.9M
PRIPRIMERICA INC
$5.9M
EBAEBAY INC.
$5.8M
BORR DRILLING LTD
$5.8M
SMGSCOTTS MIRACLE-GRO CO
$5.3M
ODFLOLD DOMINION FREIGHT LINE IN
$5.2M
BNSBANK NOVA SCOTIA B C
$5.1M
SBLKSTAR BULK CARRIERS CORP.
$5.1M
PPLPPL CORP
$4.9M
HSICHENRY SCHEIN INC
$4.8M
ROSTROSS STORES INC
$4.6M
GSGOLDMAN SACHS GROUP INC
$4.5M
INFYINFOSYS LTD
$4.5M
OCOWENS CORNING NEW
$4.1M
BLMNBLOOMIN BRANDS INC
$4.0M
FULFULLER H B CO
$3.7M
WOOFPETCO HEALTH & WELLNESS CO I
$3.5M
PINGUSDPING IDENTITY HLDG CORP
$3.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.4M
HZNPHORIZON THERAPEUTICS PUB L
$1.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.3M
CP.TOCANADIAN PAC RY LTD
$758K
GOOGALPHABET INC
$388K
AMZNAMAZON COM INC
$322K
T7DTRANSDIGM GROUP INC
$93K
NVDANVIDIA CORPORATION
$53K
BUWABIO RAD LABS INC
$48K
SHWSHERWIN WILLIAMS CO
$45K
EQIXEQUINIX INC
$40K
BKNGBOOKING HOLDINGS INC
$39K
NFLXNETFLIX INC
$33K
LRCXEURLAM RESEARCH CORP
$27K
BLKCHFBLACKROCK INC
$22K
ISRGINTUITIVE SURGICAL INC
$7K
NOWSERVICENOW INC
$6K
CHTRCHARTER COMMUNICATIONS INC N
$2K
PreviousPage 3 of 3