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 |
|---|---|
BIIBBIOGEN INC | $14.0B |
FFIVF5 NETWORKS INC | $13.6B |
DOCUDOCUSIGN INC | $13.5B |
ADBEADOBE INC | $13.4B |
CFGCITIZENS FINL GROUP INC | $13.3B |
BURLBURLINGTON STORES INC | $12.9B |
CDNSCADENCE DESIGN SYSTEM INC | $12.5B |
FCNFTI CONSULTING INC | $12.5B |
NEMNEWMONT GOLDCORP CORPORATION | $12.3B |
TRHCEURTABULA RASA HEALTHCARE INC | $12.0B |
—VONAGE HLDGS CORP | $11.9B |
VOYAVOYA FINL INC | $11.4B |
BACBANK AMER CORP | $11.4B |
AMDADVANCED MICRO DEVICES INC | $11.3B |
EVTCEVERTEC INC | $10.9B |
POSTPOST HLDGS INC | $10.8B |
KRNTKORNIT DIGITAL LTD | $10.8B |
BKNGBOOKING HLDGS INC | $10.8B |
AG8AGILENT TECHNOLOGIES INC | $10.7B |
TDCTERADATA CORP DEL | $10.7B |
NVDANVIDIA CORP | $10.7B |
CFCF INDS HLDGS INC | $10.5B |
NRANRG ENERGY INC | $10.4B |
CLHCLEAN HARBORS INC | $10.4B |
HESHESS CORP | $10.2B |
SMARGBPSMARTSHEET INC | $10.1B |
VRNSVARONIS SYS INC | $10.1B |
WEAWESTERN ALLIANCE BANCORP | $10.0B |
PTCPTC INC | $10.0B |
AVBAVALONBAY CMNTYS INC | $9.9B |
IQVIQVIA HLDGS INC | $9.8B |
SF9SANDERSON FARMS INC | $9.8B |
REXRREXFORD INDL RLTY INC | $9.8B |
7HPHP INC | $9.6B |
NOMDNOMAD FOODS LTD | $9.5B |
AMATAPPLIED MATLS INC | $9.1B |
LOWLOWES COS INC | $9.0B |
MCKMCKESSON CORP | $9.0B |
HLIHOULIHAN LOKEY INC | $8.5B |
PINSPINTEREST INC | $8.3B |
OXYOCCIDENTAL PETE CORP | $8.3B |
JECUSDJACOBS ENGR GROUP INC | $8.0B |
DLTRDOLLAR TREE INC | $7.9B |
NOCNORTHROP GRUMMAN CORP | $7.9B |
PRAHPRA HEALTH SCIENCES INC | $7.9B |
AESAES CORP | $7.8B |
MASMASCO CORP | $7.8B |
UBERUBER TECHNOLOGIES INC | $7.8B |
JEFJEFFERIES FINL GROUP INC | $7.7B |
KSUEURKANSAS CITY SOUTHERN | $7.6B |
SAIASAIA INC | $7.5B |
VICRVICOR CORP | $7.5B |
PPLPEMBINA PIPELINE CORP | $7.4B |
—MOBILE MINI INC | $7.2B |
CBRECBRE GROUP INC | $7.1B |
TROWPRICE T ROWE GROUP INC | $6.8B |
ROSTROSS STORES INC | $6.7B |
EXASEXACT SCIENCES CORP | $6.6B |
PHMPULTE GROUP INC | $6.3B |
QCOMQUALCOMM INC | $6.2B |
GILDGILEAD SCIENCES INC | $6.1B |
HONHONEYWELL INTL INC | $6.0B |
FHIFEDERATED INVS INC PA | $5.7B |
WBSWEBSTER FINL CORP CONN | $5.7B |
ILMNILLUMINA INC | $5.6B |
EWEDWARDS LIFESCIENCES CORP | $5.6B |
ESTCELASTIC N V | $5.5B |
ARNCCHFARCONIC INC | $5.4B |
BFAMBRIGHT HORIZONS FAM SOL IN D | $5.3B |
RTN1USDRAYTHEON CO | $5.2B |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $5.1B |
TERTERADYNE INC | $5.0B |
IBMINTERNATIONAL BUSINESS MACHS | $4.8B |
BABOEING CO | $4.7B |
AWGASBURY AUTOMOTIVE GROUP INC | $4.7B |
PCHPOTLATCHDELTIC CORPORATION | $4.7B |
HPEHEWLETT PACKARD ENTERPRISE C | $4.4B |
ALVAUTOLIV INC | $4.3B |
MDTMEDTRONIC PLC | $4.2B |
TCFTCF FINANCIAL CORPORATION NE | $4.2B |
DISDISNEY WALT CO | $4.1B |
CICIGNA CORP NEW | $4.1B |
FAFFIRST AMERN FINL CORP | $4.0B |
PLNTPLANET FITNESS INC | $3.9B |
EVRGEVERGY INC | $3.8B |
—BORR DRILLING LTD | $3.8B |
LLYLILLY ELI & CO | $3.7B |
CRWDCROWDSTRIKE HLDGS INC | $3.7B |
TMHCTAYLOR MORRISON HOME CORP | $3.6B |
0VVBVIACOMCBS INC | $3.6B |
DKSDICKS SPORTING GOODS INC | $3.5B |
KBHKB HOME | $3.5B |
UTXZUNITED TECHNOLOGIES CORP | $3.4B |
—TUFIN SOFTWARE TECHNOLOGIS L | $3.4B |
WRKUSDWESTROCK CO | $3.4B |
CAHCARDINAL HEALTH INC | $3.3B |
WSMWILLIAMS SONOMA INC | $3.3B |
ELANELANCO ANIMAL HEALTH INC | $3.2B |
NOWSERVICENOW INC | $2.9B |
SFSTIFEL FINL CORP | $2.5B |