Artemis Investment Management LLP Q2 2021 Filing

Filed August 4, 2021

Portfolio Value

$11.6B

Holdings

279

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (279 positions)

StockValue
GOOGALPHABET INC
$475.4B
AMZNAMAZON COM INC
$440.5B
AAPLAPPLE INC
$340.8B
METAFACEBOOK INC
$293.6B
PYPLPAYPAL HLDGS INC
$200.1B
CSCOCISCO SYS INC
$188.0B
AXPAMERICAN EXPRESS CO
$171.5B
TQJSIGNATURE BK NEW YORK N Y
$162.0B
SYFSYNCHRONY FINANCIAL
$155.9B
NSCNORFOLK SOUTHN CORP
$152.7B
NVDANVIDIA CORPORATION
$150.4B
WEXWEX INC
$149.1B
MSFTMICROSOFT CORP
$147.1B
TMOTHERMO FISHER SCIENTIFIC INC
$146.3B
SPLKCHFSPLUNK INC
$140.2B
S9QSPIRIT AEROSYSTEMS HLDGS INC
$140.0B
AVGOBROADCOM INC
$138.8B
ALLYALLY FINL INC
$136.7B
VVISA INC
$134.9B
TECHBIO-TECHNE CORP
$126.5B
METMETLIFE INC
$123.1B
TTTRANE TECHNOLOGIES PLC
$118.8B
LINLINDE PLC
$115.0B
XIFRNEXTERA ENERGY PARTNERS LP
$111.9B
JPMJPMORGAN CHASE & CO
$105.1B
ESTCELASTIC N V
$101.3B
XOMEXXON MOBIL CORP
$100.5B
TMUST-MOBILE US INC
$100.4B
WDCWESTERN DIGITAL CORP.
$98.8B
AGCOAGCO CORP
$97.0B
BURLBURLINGTON STORES INC
$96.4B
CHRCHURCHILL DOWNS INC
$95.4B
ZTSZOETIS INC
$92.7B
TRVCCITIGROUP INC
$91.9B
LPLALPL FINL HLDGS INC
$91.9B
T7DTRANSDIGM GROUP INC
$91.7B
LOWLOWES COS INC
$91.5B
BFHALLIANCE DATA SYSTEMS CORP
$89.9B
POOLPOOL CORP
$86.5B
HESHESS CORP
$80.3B
8INSYNEOS HEALTH INC
$79.6B
SAIASAIA INC
$77.3B
BXBLACKSTONE GROUP INC
$77.1B
CATCATERPILLAR INC
$75.8B
DARDARLING INGREDIENTS INC
$73.8B
IQVIQVIA HLDGS INC
$72.8B
BUWABIO RAD LABS INC
$72.8B
AMEDAMEDISYS INC
$70.9B
EQHEQUITABLE HLDGS INC
$69.2B
KLACKLA CORP
$68.7B
ILMNILLUMINA INC
$68.1B
AXONAXON ENTERPRISE INC
$65.6B
AMATAPPLIED MATLS INC
$65.0B
SHWSHERWIN WILLIAMS CO
$64.1B
SWKSTANLEY BLACK & DECKER INC
$63.7B
JECUSDJACOBS ENGR GROUP INC
$60.2B
TRUTRANSUNION
$58.9B
KOCOCA COLA CO
$58.0B
TJXTJX COS INC NEW
$57.1B
QCOMQUALCOMM INC
$56.1B
LEVILEVI STRAUSS & CO NEW
$55.3B
NEENEXTERA ENERGY INC
$53.3B
MAMASTERCARD INCORPORATED
$52.4B
SPGSIMON PPTY GROUP INC NEW
$51.8B
DOOBRP INC
$50.7B
TFIITFI INTL INC
$49.6B
UNHUNITEDHEALTH GROUP INC
$49.6B
PNFPPINNACLE FINL PARTNERS INC
$49.3B
ABBVABBVIE INC
$48.7B
WOOFPETCO HEALTH & WELLNESS CO I
$48.7B
FIVEFIVE BELOW INC
$48.2B
ATVIEURACTIVISION BLIZZARD INC
$47.8B
KRNTKORNIT DIGITAL LTD
$47.7B
ADMARCHER DANIELS MIDLAND CO
$47.7B
CLHCLEAN HARBORS INC
$47.2B
GSGOLDMAN SACHS GROUP INC
$47.2B
EQIXEQUINIX INC
$47.0B
CRWDCROWDSTRIKE HLDGS INC
$47.0B
KHCKRAFT HEINZ CO
$46.9B
BCBRUNSWICK CORP
$46.3B
WMSADVANCED DRAIN SYS INC DEL
$45.0B
NVSTENVISTA HOLDINGS CORPORATION
$44.1B
WEAWESTERN ALLIANCE BANCORP
$44.1B
AVYAVERY DENNISON CORP
$43.9B
FERGFERGUSON PLC NEW
$43.4B
FCXFREEPORT-MCMORAN INC
$42.5B
ENOVCOLFAX CORP
$42.4B
BENFRANKLIN RESOURCES INC
$41.9B
ELVANTHEM INC
$41.4B
AZEKAZEK CO INC
$41.1B
EXPEEXPEDIA GROUP INC
$40.5B
FNVFRANCO NEV CORP
$39.8B
VMIVALMONT INDS INC
$39.1B
EBAEBAY INC.
$39.1B
PACWUSDPACWEST BANCORP DEL
$38.9B
BKNGBOOKING HOLDINGS INC
$38.3B
STZCONSTELLATION BRANDS INC
$37.7B
7HPHP INC
$37.6B
PLDPROLOGIS INC.
$37.5B
CRMSALESFORCE COM INC
$37.0B
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