Artemis Investment Management LLP Q2 2022 Filing

Filed July 22, 2022

Portfolio Value

$9.7B

Holdings

236

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (236 positions)

StockValue
MSFTMICROSOFT CORP
$472.6M
GOOGALPHABET INC
$247.7M
CICIGNA CORP NEW
$214.7M
AAPLAPPLE INC
$195.4M
KOCOCA COLA CO
$187.2M
TMOTHERMO FISHER SCIENTIFIC INC
$185.2M
DARDARLING INGREDIENTS INC
$180.8M
POOLPOOL CORP
$176.3M
ELVELEVANCE HEALTH INC
$171.8M
LINLINDE PLC
$167.1M
CLCOLGATE PALMOLIVE CO
$151.8M
BMYBRISTOL-MYERS SQUIBB CO
$151.1M
PCGPG&E CORP
$149.7M
NEENEXTERA ENERGY INC
$141.3M
PFEPFIZER INC
$140.6M
BACVERIZON COMMUNICATIONS INC
$133.6M
CSCOCISCO SYS INC
$131.3M
SBACSBA COMMUNICATIONS CORP NEW
$124.2M
IQVIQVIA HLDGS INC
$120.1M
ZTSZOETIS INC
$117.9M
AVGOBROADCOM INC
$117.1M
AMZNAMAZON COM INC
$116.1M
COSTCOSTCO WHSL CORP NEW
$109.2M
MCKMCKESSON CORP
$109.2M
FRCBFIRST REP BK SAN FRANCISCO C
$108.7M
ADMARCHER DANIELS MIDLAND CO
$105.3M
NSCNORFOLK SOUTHN CORP
$104.1M
SIVBEURSVB FINANCIAL GROUP
$103.6M
VVISA INC
$100.4M
PCARPACCAR INC
$99.7M
BUWABIO RAD LABS INC
$97.0M
LPLALPL FINL HLDGS INC
$96.8M
SAIASAIA INC
$92.2M
CLHCLEAN HARBORS INC
$91.8M
PLNTPLANET FITNESS INC
$87.7M
ADSKAUTODESK INC
$85.6M
COPCONOCOPHILLIPS
$81.9M
8INSYNEOS HEALTH INC
$80.1M
BKRBAKER HUGHES COMPANY
$78.7M
HESHESS CORP
$78.3M
GOOGLALPHABET INC
$78.0M
ABBVABBVIE INC
$77.0M
NVSTENVISTA HOLDINGS CORPORATION
$75.4M
VMIVALMONT INDS INC
$74.7M
XIFRNEXTERA ENERGY PARTNERS LP
$72.4M
TAPMOLSON COORS BEVERAGE CO
$72.3M
TECHBIO-TECHNE CORP
$69.1M
METAMETA PLATFORMS INC
$69.1M
ORCLORACLE CORP
$66.5M
AVBAVALONBAY CMNTYS INC
$65.6M
MRVIMARAVAI LIFESCIENCES HLDGS I
$63.6M
PNFPPINNACLE FINL PARTNERS INC
$62.0M
WMSADVANCED DRAIN SYS INC DEL
$61.7M
FDXFEDEX CORP
$60.7M
NTRNUTRIEN LTD
$60.7M
KHCKRAFT HEINZ CO
$59.1M
PPLPPL CORP
$58.5M
WSCWILLSCOT MOBIL MINI HLDNG CO
$55.0M
TAT&T INC
$54.2M
MRKMERCK & CO INC
$53.7M
JECUSDJACOBS ENGR GROUP INC
$52.6M
MAMASTERCARD INCORPORATED
$52.6M
OVVOVINTIV INC
$51.6M
BGBUNGE LIMITED
$50.9M
AMDADVANCED MICRO DEVICES INC
$50.0M
BXMTBLACKSTONE MTG TR INC
$47.0M
CEGCONSTELLATION ENERGY CORP
$45.2M
METMETLIFE INC
$44.9M
VONAGE HLDGS CORP
$43.8M
TWNKEURHOSTESS BRANDS INC
$43.0M
GSGOLDMAN SACHS GROUP INC
$42.5M
KMIKINDER MORGAN INC DEL
$42.4M
T7DTRANSDIGM GROUP INC
$40.8M
FRFIRST INDL RLTY TR INC
$40.6M
AIZASSURANT INC
$40.1M
LOWLOWES COS INC
$40.0M
IBMINTERNATIONAL BUSINESS MACHS
$39.9M
ACHOWENS & MINOR INC NEW
$39.9M
VSCOVICTORIAS SECRET AND CO
$39.6M
TQJSIGNATURE BK NEW YORK N Y
$38.3M
XOMEXXON MOBIL CORP
$38.0M
AVYAVERY DENNISON CORP
$37.7M
SUMO2EURSUMO LOGIC INC
$36.7M
UNPUNION PAC CORP
$36.5M
WEAWESTERN ALLIANCE BANCORP
$35.7M
HUMHUMANA INC
$35.3M
CVSCVS HEALTH CORP
$34.6M
PBRPETROLEO BRASILEIRO SA PETRO
$34.4M
WYWEYERHAEUSER CO MTN BE
$34.4M
DALDELTA AIR LINES INC DEL
$34.3M
EQHEQUITABLE HLDGS INC
$34.1M
INTUINTUIT
$33.5M
PGPROCTER AND GAMBLE CO
$32.5M
AXONAXON ENTERPRISE INC
$32.2M
KRCKILROY RLTY CORP
$32.0M
MRSHMARSH & MCLENNAN COS INC
$31.8M
ACNACCENTURE PLC IRELAND
$31.7M
EQIXEQUINIX INC
$31.6M
PLDPROLOGIS INC.
$31.5M
MKSIMKS INSTRS INC
$31.5M
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