Artemis Investment Management LLP Q2 2019 Filing
Filed July 24, 2019
Portfolio Value
$8.5B
Holdings
275
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (275 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $264.7M |
VVISA INC | $167.6M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $156.6M |
TRVCCITIGROUP INC | $151.0M |
BABOEING CO | $150.3M |
GMGENERAL MTRS CO | $142.2M |
8CWCROWN CASTLE INTL CORP NEW | $140.9M |
HIIHUNTINGTON INGALLS INDS INC | $135.7M |
RTN1USDRAYTHEON CO | $133.3M |
BACVERIZON COMMUNICATIONS INC | $122.8M |
ZTSZOETIS INC | $122.2M |
PFEPFIZER INC | $115.4M |
PLDPROLOGIS INC | $114.9M |
AVGOBROADCOM INC | $108.5M |
GEGGEO GROUP INC NEW | $108.3M |
SYFSYNCHRONY FINL | $105.7M |
PYPLPAYPAL HLDGS INC | $100.2M |
QCOMQUALCOMM INC | $91.3M |
BXUSDBLACKSTONE GROUP L P | $90.9M |
ELVANTHEM INC | $90.4M |
METAFACEBOOK INC | $89.9M |
CMCSACOMCAST CORP NEW | $89.8M |
BACBANK AMER CORP | $87.1M |
ZIONZIONS BANCORPORATION N A | $85.0M |
MASMASCO CORP | $84.7M |
ABBVABBVIE INC | $83.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $81.7M |
FNVFRANCO NEVADA CORP | $81.6M |
CHRCHURCHILL DOWNS INC | $78.4M |
LOWLOWES COS INC | $76.8M |
PLNTPLANET FITNESS INC | $73.5M |
MUMICRON TECHNOLOGY INC | $73.4M |
NEENEXTERA ENERGY INC | $73.0M |
SPGIS&P GLOBAL INC | $69.3M |
HESHESS CORP | $62.1M |
BBYBEST BUY INC | $61.7M |
MAMASTERCARD INC | $61.7M |
DISDISNEY WALT CO | $60.8M |
PGRPROGRESSIVE CORP OHIO | $59.4M |
TMUST MOBILE US INC | $59.1M |
POOLPOOL CORPORATION | $59.0M |
HDHOME DEPOT INC | $56.3M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $55.5M |
MSCIMSCI INC | $54.6M |
INTUINTUIT | $54.5M |
FISFIDELITY NATL INFORMATION SV | $51.8M |
JNPJUNIPER NETWORKS INC | $51.5M |
AGNCAGNC INVT CORP | $47.9M |
LBRDKLIBERTY BROADBAND CORP | $46.9M |
FDCFIRST DATA CORP NEW | $45.1M |
CITCINTAS CORP | $45.0M |
IQVIQVIA HLDGS INC | $44.9M |
MRSHMARSH & MCLENNAN COS INC | $43.4M |
NEMNEWMONT GOLDCORP CORPORATION | $43.0M |
VOYAVOYA FINL INC | $42.8M |
JNJJOHNSON & JOHNSON | $42.8M |
LVSLAS VEGAS SANDS CORP | $42.5M |
CGCARLYLE GROUP L P | $42.1M |
BURLBURLINGTON STORES INC | $41.8M |
UNHUNITEDHEALTH GROUP INC | $41.4M |
LINLINDE PLC | $40.7M |
MCDMCDONALDS CORP | $40.4M |
AXPAMERICAN EXPRESS CO | $39.5M |
KLACKLA-TENCOR CORP | $39.1M |
TRGPTARGA RES CORP | $38.2M |
BFAMBRIGHT HORIZONS FAM SOL IN D | $38.0M |
—CARBON BLACK INC | $37.5M |
NSCNORFOLK SOUTHERN CORP | $37.1M |
AG8AGILENT TECHNOLOGIES INC | $36.6M |
SF9SANDERSON FARMS INC | $36.5M |
ABTABBOTT LABS | $36.1M |
—ISRAEL CHEMICALS LTD | $35.6M |
MRKMERCK & CO INC | $35.2M |
MDLZMONDELEZ INTL INC | $34.3M |
UALUNITED CONTL HLDGS INC | $33.2M |
WFCWELLS FARGO CO NEW | $32.9M |
EVRGEVERGY INC | $32.9M |
JKHYHENRY JACK & ASSOC INC | $32.3M |
COPCONOCOPHILLIPS | $32.2M |
AMGNAMGEN INC | $32.0M |
NTRNUTRIEN LTD | $31.8M |
ABXBARRICK GOLD CORPORATION | $31.3M |
LWLAMB WESTON HLDGS INC | $31.2M |
WPWORLDPAY INC | $31.1M |
EXASEXACT SCIENCES CORP | $30.5M |
LYVLIVE NATION ENTERTAINMENT IN | $30.4M |
ADMARCHER DANIELS MIDLAND CO | $30.2M |
AVBAVALONBAY CMNTYS INC | $29.9M |
XIFRNEXTERA ENERGY PARTNERS LP | $29.7M |
JPMJPMORGAN CHASE & CO | $28.9M |
CSCOCISCO SYS INC | $28.5M |
NLYEURANNALY CAP MGMT INC | $27.5M |
AAPLAPPLE INC | $27.4M |
ICEINTERCONTINENTAL EXCHANGE IN | $27.3M |
DFSEURDISCOVER FINL SVCS | $27.2M |
WDCWESTERN DIGITAL CORP | $27.1M |
PKNPERKINELMER INC | $26.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $26.0M |
GKDGRAND CANYON ED INC | $25.9M |
—LIBERTY EXPEDIA HLDGS INC | $25.9M |
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