Artemis Investment Management LLP Q2 2017 Filing
Filed August 9, 2017
Portfolio Value
$4.1B
Holdings
227
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (227 positions)
| Stock | Value |
|---|---|
WDCWESTERN DIGITAL CORP | $255.4M |
TRVCCITIGROUP INC | $128.7M |
GLWCORNING INC | $120.8M |
GMGENERAL MTRS CO | $111.8M |
—KKR & CO L P DEL | $96.0M |
BACBANK AMER CORP | $91.5M |
GEGGEO GROUP INC NEW | $89.3M |
GOOGALPHABET INC | $77.4M |
ABBVABBVIE INC | $76.5M |
UNHUNITEDHEALTH GROUP INC | $74.3M |
BXUSDBLACKSTONE GROUP L P | $71.6M |
SYFSYNCHRONY FINL | $64.7M |
CGCARLYLE GROUP L P | $62.6M |
MSFTMICROSOFT CORP | $60.1M |
LVSLAS VEGAS SANDS CORP | $60.0M |
LBRDALIBERTY BROADBAND CORP | $58.0M |
AVGOBROADCOM LTD | $57.4M |
AAPLAPPLE INC | $57.1M |
METAFACEBOOK INC | $54.8M |
HESHESS CORP | $53.5M |
CITCINTAS CORP | $52.1M |
BACVERIZON COMMUNICATIONS INC | $51.2M |
ZTSZOETIS INC | $48.3M |
JPMJPMORGAN CHASE & CO | $47.5M |
AMATAPPLIED MATLS INC | $47.2M |
HDHOME DEPOT INC | $47.0M |
CMCSACOMCAST CORP NEW | $44.9M |
AMZNAMAZON COM INC | $43.5M |
PFEPFIZER INC | $42.1M |
WFCWELLS FARGO CO NEW | $38.6M |
MUMICRON TECHNOLOGY INC | $37.6M |
CTLEURCENTURYLINK INC | $36.7M |
METMETLIFE INC | $35.3M |
TWXCHFTIME WARNER INC | $34.6M |
—LIBERTY EXPEDIA HOLDINGS | $33.7M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $32.0M |
ORCLORACLE CORP | $30.7M |
—SWIFT TRANSN CO | $29.9M |
4I1PHILIP MORRIS INTL INC | $29.1M |
CFGCITIZENS FINL GROUP INC | $28.5M |
CIENCIENA CORP | $28.4M |
PYPLPAYPAL HLDGS INC | $27.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $27.1M |
SAVESPIRIT AIRLS INC | $26.4M |
FWONALIBERTY MEDIA CORP DELAWARE | $25.6M |
AAALCOA CORP | $24.2M |
AMGNAMGEN INC | $24.1M |
MAMASTERCARD INC | $22.9M |
PLDPROLOGIS INC | $21.5M |
ATVIEURACTIVISION BLIZZARD INC | $20.8M |
TMUST MOBILE US INC | $20.1M |
VVISA INC | $20.0M |
ELVANTHEM INC | $19.8M |
7HPHP INC | $19.4M |
SBUXSTARBUCKS CORP | $19.2M |
SPGIS&P GLOBAL INC | $18.1M |
ZIONZIONS BANCORPORATION | $17.8M |
MSCIMSCI INC | $17.8M |
BSXBOSTON SCIENTIFIC CORP | $17.4M |
GOOGLALPHABET INC | $17.0M |
EFXEQUIFAX INC | $16.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $16.4M |
AVYAVERY DENNISON CORP | $16.3M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $16.1M |
CECELANESE CORP DEL | $16.0M |
CELGCELGENE CORP | $15.6M |
WECWEC ENERGY GROUP INC | $15.4M |
FITBFIFTH THIRD BANCORP | $15.3M |
CNCCENTENE CORP DEL | $15.3M |
PWIPOWER INTEGRATIONS INC | $15.3M |
NUANEURNUANCE COMMUNICATIONS INC | $15.1M |
EAELECTRONIC ARTS INC | $14.9M |
HUMHUMANA INC | $14.5M |
LMTLOCKHEED MARTIN CORP | $14.5M |
NTNXNUTANIX INC | $14.4M |
PG4PRINCIPAL FINL GROUP INC | $14.3M |
WATWATERS CORP | $14.2M |
BKNGPRICELINE GRP INC | $14.2M |
KLACKLA-TENCOR CORP | $14.1M |
CCKCROWN HOLDINGS INC | $14.0M |
CBOECBOE HLDGS INC | $13.6M |
—FITBIT INC | $13.4M |
CHRCHURCHILL DOWNS INC | $13.3M |
GSGOLDMAN SACHS GROUP INC | $13.2M |
—IMPERVA INC | $13.1M |
AG8AGILENT TECHNOLOGIES INC | $13.1M |
BCRUSDBARD C R INC | $13.1M |
LYBLYONDELLBASELL INDUSTRIES N | $13.0M |
—FINISAR CORP | $13.0M |
LAMRLAMAR ADVERTISING CO NEW | $12.9M |
DISDISNEY WALT CO | $12.6M |
BKRBAKER HUGHES INC | $11.9M |
RTN1USDRAYTHEON CO | $11.9M |
TWOTWO HBRS INVT CORP | $11.9M |
SCHWSCHWAB CHARLES CORP NEW | $11.7M |
XIFRNEXTERA ENERGY PARTNERS LP | $11.6M |
LDOSLEIDOS HLDGS INC | $11.3M |
7SUSUMMIT MATLS INC | $11.0M |
PINCPREMIER INC | $10.9M |
ROKROCKWELL AUTOMATION INC | $10.8M |
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