Artemis Investment Management LLP Q1 2024 Filing
Filed April 16, 2024
Portfolio Value
$7.9B
Holdings
210
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (210 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $409.4M |
AMZNAMAZON COM INC | $304.1M |
NVDANVIDIA CORPORATION | $294.0M |
METAMETA PLATFORMS INC | $254.7M |
AVTRAVANTOR INC | $233.1M |
WDCWESTERN DIGITAL CORP. | $168.6M |
BLDRBUILDERS FIRSTSOURCE INC | $160.2M |
CNMCORE & MAIN INC | $151.7M |
SAIASAIA INC | $138.4M |
BURLBURLINGTON STORES INC | $131.2M |
LWLAMB WESTON HLDGS INC | $131.0M |
WFCWELLS FARGO CO NEW | $120.4M |
PCGPG&E CORP | $111.4M |
MCKMCKESSON CORP | $105.4M |
COHRCOHERENT CORP | $97.5M |
LINLINDE PLC | $97.4M |
ALSALLSTATE CORP | $95.8M |
PBRPETROLEO BRASILEIRO SA PETRO | $95.5M |
RHCRH PLC | $94.9M |
CPRTCOPART INC | $94.1M |
CLHCLEAN HARBORS INC | $86.9M |
EXPEAGLE MATLS INC | $83.2M |
ABBVABBVIE INC | $82.4M |
FISVFISERV INC | $82.2M |
AMDADVANCED MICRO DEVICES INC | $79.8M |
FERGFERGUSON PLC NEW | $76.6M |
ITGARTNER INC | $75.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $73.6M |
VMCVULCAN MATLS CO | $72.7M |
CEGCONSTELLATION ENERGY CORP | $72.3M |
HLTHILTON WORLDWIDE HLDGS INC | $70.2M |
RYAAYRYANAIR HOLDINGS PLC | $69.4M |
ICLRICON PLC | $68.5M |
CTVACORTEVA INC | $63.2M |
AVGOBROADCOM INC | $63.1M |
WMTWALMART INC | $62.8M |
APGAPI GROUP CORP | $60.2M |
AZEKAZEK CO INC | $57.6M |
VVISA INC | $57.0M |
AONAON PLC | $56.3M |
NSCNORFOLK SOUTHN CORP | $56.1M |
ABTABBOTT LABS | $56.0M |
TFIITFI INTL INC | $55.5M |
BACVERIZON COMMUNICATIONS INC | $53.0M |
ADMARCHER DANIELS MIDLAND CO | $52.8M |
GSGOLDMAN SACHS GROUP INC | $52.6M |
MCOMOODYS CORP | $52.3M |
LLYELI LILLY & CO | $51.2M |
FIXCOMFORT SYS USA INC | $51.0M |
AAPLAPPLE INC | $50.7M |
GOOGLALPHABET INC | $49.6M |
INTUINTUIT | $48.6M |
HHYATT HOTELS CORP | $48.3M |
MUMICRON TECHNOLOGY INC | $46.4M |
BRBRBELLRING BRANDS INC | $45.7M |
CSCOCISCO SYS INC | $45.5M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $44.6M |
PNFPPINNACLE FINL PARTNERS INC | $43.9M |
BLDTOPBUILD CORP | $43.5M |
ELVELEVANCE HEALTH INC | $43.4M |
NVTNVENT ELECTRIC PLC | $43.0M |
HCPHASHICORP INC | $41.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $40.9M |
STESTERIS PLC | $40.4M |
BXBLACKSTONE INC | $40.3M |
CRBGCOREBRIDGE FINL INC | $39.4M |
NEMNEWMONT CORP | $38.6M |
POOLPOOL CORP | $38.3M |
CAVACAVA GROUP INC | $38.2M |
OXYOCCIDENTAL PETE CORP | $38.0M |
BKRBAKER HUGHES COMPANY | $37.8M |
MTHMERITAGE HOMES CORP | $37.6M |
CSGPCOSTAR GROUP INC | $37.2M |
ENOVENOVIS CORPORATION | $36.7M |
GOOGALPHABET INC | $36.6M |
AXPAMERICAN EXPRESS CO | $34.6M |
RLRALPH LAUREN CORP | $33.3M |
JLLJONES LANG LASALLE INC | $32.6M |
ISRGINTUITIVE SURGICAL INC | $32.0M |
PGRPROGRESSIVE CORP | $31.9M |
FLRFLUOR CORP NEW | $31.1M |
RGENREPLIGEN CORP | $30.9M |
LRCXEURLAM RESEARCH CORP | $30.8M |
AZOAUTOZONE INC | $30.5M |
ZTSZOETIS INC | $30.4M |
FLUTFLUTTER ENTMT PLC | $29.6M |
AEMAGNICO EAGLE MINES LTD | $29.4M |
LPLALPL FINL HLDGS INC | $29.3M |
AXONAXON ENTERPRISE INC | $29.2M |
COTYCOTY INC | $28.2M |
SWAVUSDSHOCKWAVE MED INC | $28.1M |
VSTVISTRA CORP | $26.9M |
CHRCHURCHILL DOWNS INC | $26.8M |
DTDYNATRACE INC | $26.3M |
KLICKULICKE & SOFFA INDS INC | $26.0M |
WFRDWEATHERFORD INTL PLC | $25.4M |
STZCONSTELLATION BRANDS INC | $25.1M |
PFGCPERFORMANCE FOOD GROUP CO | $24.8M |
STLASTELLANTIS N.V | $24.2M |
ELFE L F BEAUTY INC | $21.6M |
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