Artemis Investment Management LLP Q2 2020 Filing
Filed July 27, 2020
Portfolio Value
$59.2B
Holdings
214
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
—BORR DRILLING LTD | $3.8B |
MSFTMICROSOFT CORP | $203.5M |
VVISA INC | $146.0M |
AAPLAPPLE INC | $139.7M |
AVGOBROADCOM INC | $130.1M |
BXBLACKSTONE GROUP INC | $109.6M |
JNJJOHNSON & JOHNSON | $106.5M |
BACVERIZON COMMUNICATIONS INC | $104.9M |
FISFIDELITY NATL INFORMATION SV | $103.0M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $101.4M |
BMYBRISTOL MYERS SQUIBB CO | $101.2M |
BUWABIO RAD LABS INC | $89.9M |
MUMICRON TECHNOLOGY INC | $89.3M |
GMGENERAL MTRS CO | $88.6M |
8CWCROWN CASTLE INTL CORP NEW | $84.3M |
MRKMERCK & CO INC | $83.1M |
METAFACEBOOK INC | $80.8M |
PGPROCTER & GAMBLE CO | $80.3M |
NEENEXTERA ENERGY INC | $79.1M |
POOLPOOL CORPORATION | $78.8M |
TMUST MOBILE US INC | $70.8M |
ABBVABBVIE INC | $70.4M |
XIFRNEXTERA ENERGY PARTNERS LP | $67.4M |
MDLZMONDELEZ INTL INC | $66.7M |
GEGGEO GROUP INC NEW | $64.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $63.7M |
LINLINDE PLC | $62.6M |
ORCLORACLE CORP | $59.1M |
ABXBARRICK GOLD CORPORATION | $58.9M |
PGRPROGRESSIVE CORP OHIO | $58.7M |
SPGIS&P GLOBAL INC | $56.5M |
LBRDKLIBERTY BROADBAND CORP | $56.0M |
ZTSZOETIS INC | $54.7M |
NEWREURNEW RELIC INC | $54.5M |
CGCARLYLE GROUP INC | $53.4M |
CVSCVS HEALTH CORP | $53.2M |
HUMHUMANA INC | $52.8M |
FNVFRANCO NEVADA CORP | $52.8M |
TRUTRANSUNION | $48.0M |
PFEPFIZER INC | $47.4M |
ATVIEURACTIVISION BLIZZARD INC | $46.6M |
LRCXEURLAM RESEARCH CORP | $46.4M |
TRVCCITIGROUP INC | $46.1M |
ABTABBOTT LABS | $42.8M |
JPMJPMORGAN CHASE & CO | $41.6M |
UNHUNITEDHEALTH GROUP INC | $38.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $38.3M |
NSCNORFOLK SOUTHERN CORP | $36.8M |
ICEINTERCONTINENTAL EXCHANGE IN | $34.8M |
PLDPROLOGIS INC | $33.3M |
INTCINTEL CORP | $32.7M |
MCDMCDONALDS CORP | $31.0M |
AGNCAGNC INVT CORP | $30.6M |
OPTUALTICE USA INC | $30.1M |
BSXBOSTON SCIENTIFIC CORP | $28.5M |
MSCIMSCI INC | $28.0M |
HDHOME DEPOT INC | $27.4M |
ELVANTHEM INC | $27.3M |
CNCCENTENE CORP DEL | $27.3M |
PFPTPROOFPOINT INC | $25.7M |
KOCOCA COLA CO | $24.5M |
PANWPALO ALTO NETWORKS INC | $24.4M |
BBYBEST BUY INC | $24.0M |
SERVUSDSERVICEMASTER GLOBAL HLDGS I | $23.9M |
BDXBECTON DICKINSON & CO | $22.7M |
BLKCHFBLACKROCK INC | $22.7M |
MAMASTERCARD INC | $22.4M |
WINGWINGSTOP INC | $22.1M |
MOHMOLINA HEALTHCARE INC | $22.1M |
CHGGCHEGG INC | $21.9M |
AEISADVANCED ENERGY INDS | $21.3M |
JKHYHENRY JACK & ASSOC INC | $20.6M |
CLCOLGATE PALMOLIVE CO | $20.4M |
CHKPCHECK POINT SOFTWARE TECH LT | $20.3M |
SCHWTHE CHARLES SCHWAB CORPORATI | $20.3M |
AMGNAMGEN INC | $20.0M |
ACNACCENTURE PLC IRELAND | $19.7M |
FBINFORTUNE BRANDS HOME & SEC IN | $19.6M |
LMTLOCKHEED MARTIN CORP | $19.6M |
CHTRCHARTER COMMUNICATIONS INC N | $19.4M |
AVYAVERY DENNISON CORP | $18.8M |
YRIYAMANA GOLD INC | $18.6M |
CATCATERPILLAR INC DEL | $18.6M |
CPRTCOPART INC | $18.2M |
FISVFISERV INC | $18.1M |
SNPSSYNOPSYS INC | $17.9M |
MRSHMARSH & MCLENNAN COS INC | $17.9M |
LWLAMB WESTON HLDGS INC | $17.8M |
BTAIEURBIOXCEL THERAPEUTICS INC | $17.4M |
TXNTEXAS INSTRS INC | $17.1M |
CHRCHURCHILL DOWNS INC | $16.1M |
PKNPERKINELMER INC | $16.0M |
TRNOTERRENO RLTY CORP | $15.7M |
CMCSACOMCAST CORP NEW | $15.0M |
LPLALPL FINL HLDGS INC | $15.0M |
TDOCTELADOC HEALTH INC | $14.8M |
CLVTCLARIVATE ANALYTICS PLC | $14.2M |
BIIBBIOGEN INC | $14.0M |
FFIVF5 NETWORKS INC | $13.6M |
DOCUDOCUSIGN INC | $13.5M |
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