Artemis Investment Management LLP Q2 2018 Filing
Filed August 8, 2018
Portfolio Value
$7.3B
Holdings
233
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (233 positions)
| Stock | Value |
|---|---|
ICEINTERCONTINENTAL EXCHANGE IN | $19.7M |
PCARPACCAR INC | $19.7M |
CFGCITIZENS FINL GROUP INC | $19.6M |
ROKROCKWELL AUTOMATION INC | $18.6M |
CATCATERPILLAR INC DEL | $18.6M |
PKNPERKINELMER INC | $18.3M |
GWWGRAINGER W W INC | $17.8M |
SCSANTANDER CONSUMER USA HDG I | $17.5M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $17.4M |
JNJJOHNSON & JOHNSON | $17.2M |
MDLZMONDELEZ INTL INC | $17.1M |
SIVBEURSVB FINL GROUP | $17.0M |
NEENEXTERA ENERGY INC | $17.0M |
CGNXCOGNEX CORP | $17.0M |
NKENIKE INC | $16.9M |
SLG2EURSL GREEN RLTY CORP | $16.7M |
LEALEAR CORP | $16.7M |
COPCONOCOPHILLIPS | $16.4M |
PINCPREMIER INC | $16.4M |
LBRDALIBERTY BROADBAND CORP | $16.3M |
CDNSCADENCE DESIGN SYSTEM INC | $16.1M |
SNPSSYNOPSYS INC | $16.1M |
XIFRNEXTERA ENERGY PARTNERS LP | $15.7M |
TPHTRI POINTE GROUP INC | $15.7M |
WEAWESTERN ALLIANCE BANCORP | $15.5M |
WCGEURWELLCARE HEALTH PLANS INC | $15.4M |
ITTITT INC | $15.2M |
CRMSALESFORCE COM INC | $14.2M |
HDHOME DEPOT INC | $14.1M |
EXASEXACT SCIENCES CORP | $13.5M |
LRCXEURLAM RESEARCH CORP | $13.4M |
ADSKAUTODESK INC | $13.4M |
INTUINTUIT | $13.3M |
SYU1SYNOVUS FINL CORP | $12.9M |
GKDGRAND CANYON ED INC | $12.3M |
LITELUMENTUM HLDGS INC | $12.3M |
OXYOCCIDENTAL PETE CORP DEL | $12.0M |
NFLXNETFLIX INC | $11.8M |
NTNXNUTANIX INC | $11.8M |
GDDYGODADDY INC | $11.6M |
QDELUSDQUIDEL CORP | $11.5M |
CHGGCHEGG INC | $11.4M |
BTAIEURBIOXCEL THERAPEUTICS INC | $11.4M |
ANETEURARISTA NETWORKS INC | $11.3M |
—K2M GROUP HLDGS INC | $10.9M |
ADBEADOBE SYS INC | $10.7M |
JKHYHENRY JACK & ASSOC INC | $10.7M |
DKSDICKS SPORTING GOODS INC | $10.5M |
WBSWEBSTER FINL CORP CONN | $10.5M |
WBAWALGREENS BOOTS ALLIANCE INC | $10.4M |
RMERESMED INC | $10.3M |
EWBCEAST WEST BANCORP INC | $10.2M |
PBFPBF ENERGY INC | $10.2M |
DAYCERIDIAN HCM HLDG INC | $10.0M |
BHFBRIGHTHOUSE FINL INC | $9.9M |
CLRUSDCONTINENTAL RESOURCES INC | $9.8M |
GSGOLDMAN SACHS GROUP INC | $9.6M |
BAXBAXTER INTL INC | $9.4M |
IPGPIPG PHOTONICS CORP | $9.4M |
CR1USDCRANE CO | $9.3M |
FIVEFIVE BELOW INC | $9.2M |
JWNUSDNORDSTROM INC | $9.1M |
SYYSYSCO CORP | $9.0M |
MFS1EURWELBILT INC | $9.0M |
CSXCSX CORP | $9.0M |
MASMASCO CORP | $8.9M |
AXPAMERICAN EXPRESS CO | $8.9M |
POOLPOOL CORPORATION | $8.7M |
—OCH ZIFF CAP MGMT GROUP | $8.7M |
SITESITEONE LANDSCAPE SUPPLY INC | $8.5M |
AMGNAMGEN INC | $8.5M |
ATGEADTALEM GLOBAL ED INC | $8.5M |
—TWENTY FIRST CENTY FOX INC | $8.3M |
STAASTAAR SURGICAL CO | $8.0M |
TSNTYSON FOODS INC | $7.6M |
XLNXEURXILINX INC | $7.5M |
ELLAUDER ESTEE COS INC | $7.3M |
FUODOLBY LABORATORIES INC | $7.1M |
SFBSSERVISFIRST BANCSHARES INC COM | $7.0M |
DISDISNEY WALT CO | $6.8M |
DOCUDOCUSIGN INC | $6.7M |
PVHPVH CORP | $6.7M |
MDC1USDM D C HLDGS INC | $6.7M |
FDXFEDEX CORP | $6.6M |
AVGOBROADCOM LTD | $6.5M |
AEISADVANCED ENERGY INDS | $6.4M |
AESAES CORP | $6.3M |
—MYLAN N V | $6.1M |
AZPNUSDASPEN TECHNOLOGY INC | $6.0M |
—NEOPHOTONICS CORP | $6.0M |
WYNNWYNN RESORTS LTD | $5.9M |
BIIBBIOGEN INC | $5.7M |
—TRANSENTERIX INC | $5.7M |
LENLENNAR CORP | $5.6M |
CBPXEURCONTINENTAL BLDG PRODS INC | $5.5M |
GILDGILEAD SCIENCES INC | $5.4M |
JECUSDJACOBS ENGR GROUP INC DEL | $5.3M |
MRCYMERCURY SYS INC | $5.2M |
ABMDEURABIOMED INC | $5.1M |
PATKPATRICK INDS INC | $5.0M |