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 |
|---|---|
GKDGRAND CANYON ED INC | $25.9M |
—LIBERTY EXPEDIA HLDGS INC | $25.9M |
FFIVF5 NETWORKS INC | $25.6M |
CTXSEURCITRIX SYS INC | $25.5M |
BSXBOSTON SCIENTIFIC CORP | $25.1M |
PHMPULTE GROUP INC | $24.8M |
EQIXEQUINIX INC | $24.8M |
CNCCENTENE CORP DEL | $24.2M |
AVYAVERY DENNISON CORP | $24.1M |
CFGCITIZENS FINL GROUP INC | $24.1M |
CMICUMMINS INC | $23.9M |
EOGEOG RES INC | $23.7M |
USBUS BANCORP DEL | $23.7M |
ACNACCENTURE PLC IRELAND | $23.7M |
OMCOMNICOM GROUP INC | $23.4M |
HUMHUMANA INC | $22.6M |
RGAREINSURANCE GRP OF AMERICA I | $22.0M |
UI2KEMPER CORP DEL | $22.0M |
SNPSSYNOPSYS INC | $21.6M |
UNPUNION PACIFIC CORP | $21.4M |
CLCOLGATE PALMOLIVE CO | $21.2M |
CECELANESE CORP DEL | $21.1M |
MCMOELIS & CO | $21.0M |
EAELECTRONIC ARTS INC | $20.2M |
DOCUDOCUSIGN INC | $20.2M |
ITTITT INC | $20.1M |
PPLPEMBINA PIPELINE CORP | $19.6M |
WINGWINGSTOP INC | $19.4M |
—GRUBHUB INC | $19.3M |
LMTLOCKHEED MARTIN CORP | $19.1M |
PRAHPRA HEALTH SCIENCES INC | $19.1M |
7HPHP INC | $19.0M |
AEISADVANCED ENERGY INDS | $18.9M |
BIIBBIOGEN INC | $18.6M |
PINCPREMIER INC | $18.5M |
CEF/USPROTT PHYSICAL GOLD & SILVE | $18.5M |
GILDGILEAD SCIENCES INC | $18.3M |
SCHWTHE CHARLES SCHWAB CORPORATI | $18.2M |
TRNOTERRENO RLTY CORP | $18.0M |
FISVFISERV INC | $17.8M |
RYROYAL BK CDA MONTREAL QUE | $17.7M |
—AQUA AMERICA INC | $17.5M |
AFLAFLAC INC | $17.4M |
BUWABIO RAD LABS INC | $17.2M |
OGEOGE ENERGY CORP | $17.2M |
WYWEYERHAEUSER CO | $17.0M |
ORCLORACLE CORP | $16.6M |
PPLPPL CORP | $16.6M |
HPEHEWLETT PACKARD ENTERPRISE C | $16.4M |
CATCATERPILLAR INC DEL | $16.3M |
OPTUALTICE USA INC | $16.2M |
EBAEBAY INC | $16.2M |
VMWEURVMWARE INC | $15.5M |
—FITBIT INC | $15.2M |
STRASTRATEGIC ED INC | $15.0M |
MTBM & T BK CORP | $15.0M |
NINISOURCE INC | $14.9M |
NMI1EURKIRKLAND LAKE GOLD LTD | $14.5M |
FBINFORTUNE BRANDS HOME & SEC IN | $14.1M |
4DHDANA INCORPORATED | $13.9M |
PEPPEPSICO INC | $13.7M |
AWGASBURY AUTOMOTIVE GROUP INC | $13.5M |
—GREAT WESTN BANCORP INC | $13.1M |
MOHMOLINA HEALTHCARE INC | $13.1M |
CELGCELGENE CORP | $13.1M |
POSTPOST HLDGS INC | $13.0M |
CSXCSX CORP | $12.9M |
EVTCEVERTEC INC | $12.8M |
KOSKOSMOS ENERGY LTD | $12.7M |
LPLALPL FINL HLDGS INC | $12.4M |
CBCHUBB LIMITED | $12.1M |
HIGHARTFORD FINL SVCS GROUP INC | $12.0M |
WEAWESTERN ALLIANCE BANCORP | $12.0M |
DALDELTA AIR LINES INC DEL | $11.8M |
—INTERXION HOLDING N.V | $11.7M |
GOOGLALPHABET INC | $11.7M |
QNSTQUINSTREET INC | $11.4M |
AESAES CORP | $11.3M |
BNSBANK N S HALIFAX | $11.3M |
APCANADARKO PETE CORP | $11.2M |
GLUUGLU MOBILE INC | $11.2M |
MCKMCKESSON CORP | $11.1M |
WBSWEBSTER FINL CORP CONN | $11.0M |
PNWPINNACLE WEST CAP CORP | $11.0M |
NKENIKE INC | $10.7M |
NRANRG ENERGY INC | $10.7M |
—ATHENE HLDG LTD | $10.7M |
BTAIEURBIOXCEL THERAPEUTICS INC | $10.6M |
BMYBRISTOL MYERS SQUIBB CO | $10.6M |
TRHCEURTABULA RASA HEALTHCARE INC | $10.4M |
MPCMARATHON PETE CORP | $10.2M |
VSTVISTRA ENERGY CORP | $10.1M |
CMACOMERICA INC | $10.0M |
TDOCTELADOC HEALTH INC | $9.8M |
CHGGCHEGG INC | $9.8M |
BKNGBOOKING HLDGS INC | $9.6M |
LITELUMENTUM HLDGS INC | $9.5M |
WSMWILLIAMS SONOMA INC | $9.4M |
SCSANTANDER CONSUMER USA HDG I | $9.1M |
CR1USDCRANE CO | $8.9M |