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
MANMANPOWERGROUP INC WIS
$10.0M
KBHKB HOME
$9.7M
IPGINTERPUBLIC GROUP COS INC
$9.6M
LAZLAZARD LTD
$9.5M
ADSKAUTODESK INC
$9.4M
CCKCROWN HLDGS INC
$9.3M
DYHTARGET CORP
$9.2M
HSIHEIDRICK & STRUGGLES INTL IN
$9.1M
PENGSMART GLOBAL HLDGS INC
$9.0M
TDCTERADATA CORP DEL
$8.8M
BMYBRISTOL-MYERS SQUIBB CO
$8.8M
CFGCITIZENS FINL GROUP INC
$8.5M
RLRALPH LAUREN CORP
$8.3M
CMICUMMINS INC
$8.3M
CMCANADIAN IMP BK COMM
$8.2M
SBLKSTAR BULK CARRIERS CORP.
$8.1M
LWLAMB WESTON HLDGS INC
$8.1M
ODFLOLD DOMINION FREIGHT LINE IN
$7.7M
PPLPPL CORP
$7.6M
LZLEGALZOOM COM INC
$7.5M
CECELANESE CORP DEL
$7.5M
STLDSTEEL DYNAMICS INC
$7.5M
TBITRUEBLUE INC
$7.5M
FFWMFIRST FNDTN INC
$7.1M
CCEPCOCA-COLA EUROPACIFIC PARTNE
$7.0M
NXPINXP SEMICONDUCTORS N V
$7.0M
HLIHOULIHAN LOKEY INC
$6.5M
ISRGINTUITIVE SURGICAL INC
$6.5M
CITCINTAS CORP
$6.3M
EMNEASTMAN CHEM CO
$6.1M
UPSUNITED PARCEL SERVICE INC
$6.0M
GLWCORNING INC
$5.9M
PIIPOLARIS INC
$5.8M
BEBLOOM ENERGY CORP
$5.8M
INFYINFOSYS LTD
$5.5M
BORR DRILLING LTD
$4.5M
FAFIRST ADVANTAGE CORP NEW
$4.4M
CHTRCHARTER COMMUNICATIONS INC N
$4.3M
TXNTEXAS INSTRS INC
$3.8M
VBTXVERITEX HLDGS INC
$3.7M
PRIPRIMERICA INC
$3.6M
VALVALARIS LIMITED
$3.3M
SSENTINELONE INC
$3.2M
PINGUSDPING IDENTITY HLDG CORP
$3.1M
HZNPHORIZON THERAPEUTICS PUB L
$3.1M
STNESTONECO LTD
$3.0M
LENLENNAR CORP
$2.6M
EVBGEUREVERBRIDGE INC
$2.4M
SHOPSHOPIFY INC
$1.9M
SEDGSOLAREDGE TECHNOLOGIES INC
$1.7M
BYNDBEYOND MEAT INC
$1.6M
YOUCLEAR SECURE INC
$1.6M
PODDINSULET CORP
$1.6M
IOVAIOVANCE BIOTHERAPEUTICS INC
$1.5M
BANDBANDWIDTH INC
$1.5M
ARNAEURARENA PHARMACEUTICALS INC
$1.5M
DOCUDOCUSIGN INC
$1.5M
UTHUNITED THERAPEUTICS CORP DEL
$1.5M
TRHCEURTABULA RASA HEALTHCARE INC
$1.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.4M
MRTXEURMIRATI THERAPEUTICS INC
$1.4M
TERTERADYNE INC
$1.4M
XLRNACCELERON PHARMA INC
$1.4M
SRPTSAREPTA THERAPEUTICS INC
$1.3M
XMTRXOMETRY INC
$1.3M
MEGMONTROSE ENVIRONMENTAL GROUP
$1.3M
STAASTAAR SURGICAL CO
$1.3M
PENPENUMBRA INC
$1.3M
OLEDUNIVERSAL DISPLAY CORP
$1.2M
TTEKTETRA TECH INC NEW
$1.1M
TSLATESLA INC
$1.1M
UUNITY SOFTWARE INC
$1.1M
VCYTVERACYTE INC
$970K
EBIXEUREBIX INC
$887K
RCELAVITA MEDICAL INC
$862K
COURCOURSERA INC
$777K
COPCONOCOPHILLIPS
$598K
FULFULLER H B CO
$317K
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