Artemis Investment Management LLP Q1 2022 Filing

Filed April 21, 2022

Portfolio Value

$12.5B

Holdings

251

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (251 positions)

StockValue
GOOGALPHABET INC
$544.7M
MSFTMICROSOFT CORP
$466.3M
AMZNAMAZON COM INC
$449.8M
AAPLAPPLE INC
$412.3M
ELVANTHEM INC
$268.5M
SAIASAIA INC
$249.6M
SPLKCHFSPLUNK INC
$223.0M
AVGOBROADCOM INC
$222.1M
POOLPOOL CORP
$217.8M
PFEPFIZER INC
$203.2M
DARDARLING INGREDIENTS INC
$200.4M
TMOTHERMO FISHER SCIENTIFIC INC
$191.8M
CSCOCISCO SYS INC
$182.9M
LINLINDE PLC
$179.4M
NSCNORFOLK SOUTHN CORP
$179.2M
TQJSIGNATURE BK NEW YORK N Y
$176.7M
COPCONOCOPHILLIPS
$174.3M
PCARPACCAR INC
$151.8M
BMYBRISTOL-MYERS SQUIBB CO
$144.8M
NEENEXTERA ENERGY INC
$135.4M
PLNTPLANET FITNESS INC
$126.7M
BBWIBATH & BODY WORKS INC
$125.5M
WMSADVANCED DRAIN SYS INC DEL
$123.4M
ORCLORACLE CORP
$118.4M
GOOGLALPHABET INC
$118.1M
VSCOVICTORIAS SECRET AND CO
$117.3M
CLHCLEAN HARBORS INC
$116.9M
AGCOAGCO CORP
$116.7M
LPLALPL FINL HLDGS INC
$112.3M
ZTSZOETIS INC
$111.7M
LOWLOWES COS INC
$101.0M
BKRBAKER HUGHES COMPANY
$96.6M
PCGPG&E CORP
$96.2M
T7DTRANSDIGM GROUP INC
$95.1M
8INSYNEOS HEALTH INC
$94.7M
TECHBIO-TECHNE CORP
$92.3M
NVDANVIDIA CORPORATION
$89.6M
ISRGINTUITIVE SURGICAL INC
$88.1M
OVVOVINTIV INC
$87.7M
ADSKAUTODESK INC
$86.8M
KRNTKORNIT DIGITAL LTD
$85.2M
NTRNUTRIEN LTD
$81.7M
WFCWELLS FARGO CO NEW
$81.4M
NVSTENVISTA HOLDINGS CORPORATION
$81.3M
PNFPPINNACLE FINL PARTNERS INC
$81.0M
ABBVABBVIE INC
$77.7M
UNHUNITEDHEALTH GROUP INC
$77.3M
AXPAMERICAN EXPRESS CO
$74.7M
TAPMOLSON COORS BEVERAGE CO
$73.1M
TFIITFI INTL INC
$72.8M
IQVIQVIA HLDGS INC
$71.8M
FRCBFIRST REP BK SAN FRANCISCO C
$71.5M
UPSTUPSTART HLDGS INC
$68.8M
AVBAVALONBAY CMNTYS INC
$68.8M
XIFRNEXTERA ENERGY PARTNERS LP
$68.7M
EXPEEXPEDIA GROUP INC
$66.8M
UNPUNION PAC CORP
$66.3M
ADMARCHER DANIELS MIDLAND CO
$64.8M
PPLPPL CORP
$64.1M
SUMO2EURSUMO LOGIC INC
$63.3M
TSLATESLA INC
$63.2M
MAMASTERCARD INCORPORATED
$62.7M
CHRCHURCHILL DOWNS INC
$61.3M
JECUSDJACOBS ENGR GROUP INC
$60.6M
GXOGXO LOGISTICS INCORPORATED
$59.0M
HESHESS CORP
$58.4M
WSCWILLSCOT MOBIL MINI HLDNG CO
$57.3M
VMIVALMONT INDS INC
$56.9M
BUWABIO RAD LABS INC
$55.7M
TTTRANE TECHNOLOGIES PLC
$55.6M
AXONAXON ENTERPRISE INC
$54.5M
WEAWESTERN ALLIANCE BANCORP
$52.8M
BXMTBLACKSTONE MTG TR INC
$52.4M
DFSEURDISCOVER FINL SVCS
$52.1M
VONAGE HLDGS CORP
$49.3M
EQHEQUITABLE HLDGS INC
$49.0M
BCBRUNSWICK CORP
$48.5M
PGPROCTER AND GAMBLE CO
$48.3M
GSGOLDMAN SACHS GROUP INC
$47.8M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$46.3M
MRVIMARAVAI LIFESCIENCES HLDGS I
$46.3M
INTUINTUIT
$45.7M
ALLYALLY FINL INC
$44.0M
WYWEYERHAEUSER CO MTN BE
$42.7M
ACNACCENTURE PLC IRELAND
$42.1M
PBRPETROLEO BRASILEIRO SA PETRO
$42.0M
MFCMANULIFE FINL CORP
$40.8M
EBAEBAY INC.
$39.6M
PACWUSDPACWEST BANCORP DEL
$39.6M
AIGAMERICAN INTL GROUP INC
$39.3M
ACHOWENS & MINOR INC NEW
$39.1M
AVYAVERY DENNISON CORP
$38.7M
FIVEFIVE BELOW INC
$38.3M
METMETLIFE INC
$38.1M
ITTITT INC
$37.8M
FNVFRANCO NEV CORP
$37.8M
DOOBRP INC
$37.1M
FCXFREEPORT-MCMORAN INC
$35.2M
GHGUARDANT HEALTH INC
$35.1M
NFLXNETFLIX INC
$34.5M
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