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)
| Stock | Value |
|---|---|
ITTITT INC | $36.8M |
PINSPINTEREST INC | $36.6M |
BSXBOSTON SCIENTIFIC CORP | $36.1M |
BLKCHFBLACKROCK INC | $35.6M |
PKNPERKINELMER INC | $35.3M |
ADBEADOBE SYSTEMS INCORPORATED | $34.8M |
BTAIEURBIOXCEL THERAPEUTICS INC | $34.7M |
SPBSPECTRUM BRANDS HLDGS INC NE | $34.5M |
PLNTPLANET FITNESS INC | $34.1M |
OMFONEMAIN HLDGS INC | $33.6M |
AGNCAGNC INVT CORP | $33.3M |
UBERUBER TECHNOLOGIES INC | $33.1M |
—VONAGE HLDGS CORP | $32.2M |
SCHWSCHWAB CHARLES CORP | $32.1M |
GSHDGOOSEHEAD INS INC | $31.9M |
MRSHMARSH & MCLENNAN COS INC | $31.8M |
PGPROCTER AND GAMBLE CO | $31.7M |
ACNACCENTURE PLC IRELAND | $31.4M |
SMARGBPSMARTSHEET INC | $30.1M |
SPGIS&P GLOBAL INC | $30.0M |
LPROOPEN LENDING CORP | $30.0M |
DISDISNEY WALT CO | $29.4M |
SUMO2EURSUMO LOGIC INC | $29.0M |
TENBTENABLE HLDGS INC | $28.7M |
AG8AGILENT TECHNOLOGIES INC | $28.5M |
BMBLBUMBLE INC | $27.6M |
YRIYAMANA GOLD INC | $27.6M |
PBRPETROLEO BRASILEIRO SA PETRO | $27.5M |
AFWALIGN TECHNOLOGY INC | $26.0M |
DWDMORGAN STANLEY | $25.9M |
TAPMOLSON COORS BEVERAGE CO | $25.6M |
CITUSDCIT GROUP INC | $25.4M |
RBLXROBLOX CORP | $25.2M |
JEFJEFFERIES FINL GROUP INC | $25.1M |
PLUNPLUG POWER INC | $24.9M |
RRYDER SYS INC | $24.2M |
UNPUNION PAC CORP | $23.9M |
CVSCVS HEALTH CORP | $23.8M |
GOOGLALPHABET INC | $23.5M |
CHGGCHEGG INC | $23.1M |
CTXSEURCITRIX SYS INC | $22.7M |
CLCOLGATE PALMOLIVE CO | $22.2M |
JNJJOHNSON & JOHNSON | $21.5M |
CNHICNH INDL N V | $21.1M |
HBANHUNTINGTON BANCSHARES INC | $20.8M |
NFLXNETFLIX INC | $20.7M |
0VVBVIACOMCBS INC | $20.4M |
MTCHMATCH GROUP INC NEW | $20.3M |
FNDFLOOR & DECOR HLDGS INC | $20.1M |
AEISADVANCED ENERGY INDS | $20.0M |
KTBKONTOOR BRANDS INC | $19.9M |
MPWRMONOLITHIC PWR SYS INC | $19.5M |
GMGENERAL MTRS CO | $19.5M |
ABALLIANCEBERNSTEIN HLDG L P | $19.2M |
STLASTELLANTIS N.V | $19.2M |
GILDGILEAD SCIENCES INC | $19.1M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $17.8M |
WINGWINGSTOP INC | $17.8M |
CNCCENTENE CORP DEL | $17.6M |
NTNXNUTANIX INC | $17.1M |
MRVLMARVELL TECHNOLOGY INC | $17.1M |
QDELUSDQUIDEL CORP | $16.9M |
—TRINSEO S A | $16.5M |
DELLDELL TECHNOLOGIES INC | $16.4M |
BABAALIBABA GROUP HLDG LTD | $15.7M |
LUXEMYT NETHERLANDS PARENT B V | $15.6M |
LBEURL BRANDS INC | $15.5M |
PAGSPAGSEGURO DIGITAL LTD | $15.5M |
UBSUBS GROUP AG | $15.2M |
DHID R HORTON INC | $15.1M |
ETSYETSY INC | $14.8M |
PGRPROGRESSIVE CORP | $14.7M |
DRIDARDEN RESTAURANTS INC | $14.5M |
ANETEURARISTA NETWORKS INC | $14.4M |
INTAINTAPP INC | $14.4M |
SERVUSDTERMINIX GLOBAL HOLDINGS INC | $14.2M |
AMRSEURAMYRIS INC | $14.0M |
ROFKFORCE INC | $13.9M |
EATBRINKER INTL INC | $13.9M |
MQMARQETA INC | $13.6M |
EVTCEVERTEC INC | $12.5M |
AMGNAMGEN INC | $12.5M |
PFEPFIZER INC | $12.4M |
ONON SEMICONDUCTOR CORP | $12.2M |
NOMDNOMAD FOODS LTD | $12.1M |
FOURSHIFT4 PMTS INC | $11.8M |
BXMTBLACKSTONE MTG TR INC | $11.6M |
HPEHEWLETT PACKARD ENTERPRISE C | $11.0M |
4I1PHILIP MORRIS INTL INC | $10.9M |
OMCOMNICOM GROUP INC | $10.8M |
MOALTRIA GROUP INC | $10.8M |
ARWARROW ELECTRS INC | $10.8M |
EVREVERCORE INC | $10.6M |
PHMPULTE GROUP INC | $10.6M |
TRTN-PATRITON INTL LTD | $10.5M |
SKLZSKILLZ INC | $10.5M |
BNSBANK NOVA SCOTIA B C | $10.5M |
TDTORONTO DOMINION BK ONT | $10.2M |
VALEVALE S A | $10.1M |
GPNGLOBAL PMTS INC | $10.0M |