Artemis Investment Management LLP Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$6.5B
Holdings
194
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (194 positions)
| Stock | Value |
|---|---|
BAPCREDICORP LTD | $18.3M |
BKRBAKER HUGHES COMPANY | $17.9M |
HLNEHAMILTON LANE INC | $17.6M |
MUMICRON TECHNOLOGY INC | $17.6M |
FOURSHIFT4 PMTS INC | $17.2M |
AZEKAZEK CO INC | $17.1M |
DTDYNATRACE INC | $17.0M |
CRMSALESFORCE INC | $16.8M |
KKRKKR & CO INC | $16.6M |
MOALTRIA GROUP INC | $16.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $16.4M |
SNDKSANDISK CORP | $16.3M |
ICEINTERCONTINENTAL EXCHANGE IN | $15.8M |
PFEPFIZER INC | $14.8M |
BMYBRISTOL-MYERS SQUIBB CO | $14.8M |
JPMJPMORGAN CHASE & CO. | $14.6M |
INDIINDIE SEMICONDUCTOR INC | $13.3M |
DHRDANAHER CORPORATION | $13.2M |
PRIPRIMERICA INC | $13.0M |
MCKMCKESSON CORP | $12.9M |
KRNTKORNIT DIGITAL LTD | $12.9M |
PFGCPERFORMANCE FOOD GROUP CO | $12.8M |
OKEONEOK INC NEW | $12.2M |
EXASEXACT SCIENCES CORP | $11.6M |
QCOMQUALCOMM INC | $11.6M |
EFXEQUIFAX INC | $11.1M |
UNHUNITEDHEALTH GROUP INC | $11.0M |
TSLATESLA INC | $11.0M |
CPCANADIAN PACIFIC KANSAS CITY | $10.8M |
DISDISNEY WALT CO | $10.3M |
CSCOCISCO SYS INC | $10.0M |
AXPAMERICAN EXPRESS CO | $9.4M |
GILDGILEAD SCIENCES INC | $9.4M |
APGAPI GROUP CORP | $9.3M |
SNOWSNOWFLAKE INC | $9.1M |
TACTRANSALTA CORP | $8.8M |
BHPBHP GROUP LTD | $8.7M |
HALOHALOZYME THERAPEUTICS INC | $8.0M |
OTISOTIS WORLDWIDE CORP | $8.0M |
CTRACOTERRA ENERGY INC | $7.9M |
CAHCARDINAL HEALTH INC | $7.9M |
AMDADVANCED MICRO DEVICES INC | $7.8M |
HEIHEICO CORP NEW | $7.6M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $7.5M |
SNPSSYNOPSYS INC | $7.5M |
GPORGULFPORT ENERGY CORP | $7.4M |
CCOCAMECO CORP | $7.3M |
TJXTJX COS INC NEW | $7.0M |
SYFSYNCHRONY FINANCIAL | $6.8M |
ACIALBERTSONS COS INC | $6.8M |
PGPROCTER AND GAMBLE CO | $6.6M |
NXQUANEX BLDG PRODS CORP | $6.2M |
FCXFREEPORT-MCMORAN INC | $6.0M |
FISFIDELITY NATL INFORMATION SV | $5.9M |
PPCPILGRIMS PRIDE CORP | $5.9M |
NUNU HLDGS LTD | $5.7M |
AONAON PLC | $5.7M |
DECDIVERSIFIED ENERGY COMPANY P | $5.6M |
WPMWHEATON PRECIOUS METALS CORP | $5.3M |
TSEMTOWER SEMICONDUCTOR LTD | $5.2M |
GLOBGLOBANT S A | $5.2M |
TSNTYSON FOODS INC | $5.1M |
FANGDIAMONDBACK ENERGY INC | $5.1M |
ABGCENCORA INC | $5.1M |
JNJJOHNSON & JOHNSON | $5.0M |
STLDSTEEL DYNAMICS INC | $4.9M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $4.8M |
NFLXNETFLIX INC | $4.6M |
RHCRH PLC | $4.5M |
BXBLACKSTONE INC | $4.5M |
UNPUNION PAC CORP | $4.4M |
OZKBANK OZK LITTLE ROCK ARK | $4.2M |
ONON SEMICONDUCTOR CORP | $3.8M |
RDYDR REDDYS LABS LTD | $3.7M |
TTEKTETRA TECH INC NEW | $3.1M |
LDOSLEIDOS HOLDINGS INC | $2.6M |
UNMUNUM GROUP | $2.5M |
MATXMATSON INC | $2.4M |
CMICUMMINS INC | $2.4M |
HCAHCA HEALTHCARE INC | $2.4M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $2.4M |
ANETARISTA NETWORKS INC | $2.3M |
PAGSPAGSEGURO DIGITAL LTD | $2.2M |
IBNICICI BANK LIMITED | $1.3M |
RACEFERRARI N V | $794K |
HDBHDFC BANK LTD | $730K |
ASAMER SPORTS INC | $574K |
ONONON HLDG AG | $558K |
RLRALPH LAUREN CORP | $513K |
MARMARRIOTT INTL INC NEW | $389K |
DECKDECKERS OUTDOOR CORP | $371K |
VRSKVERISK ANALYTICS INC | $323K |
MSIMOTOROLA SOLUTIONS INC | $293K |
ROPROPER TECHNOLOGIES INC | $233K |
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