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)
| Stock | Value |
|---|---|
SPLKCHFSPLUNK INC | $31.3M |
PNCPNC FINL SVCS GROUP INC | $30.5M |
FNVFRANCO NEV CORP | $30.0M |
CIENCIENA CORP | $29.6M |
WCNWASTE CONNECTIONS INC | $29.2M |
DVNDEVON ENERGY CORP NEW | $29.1M |
RTXRAYTHEON TECHNOLOGIES CORP | $28.9M |
PSXPHILLIPS 66 | $28.6M |
AIGAMERICAN INTL GROUP INC | $28.5M |
AGCOAGCO CORP | $28.5M |
ELLAUDER ESTEE COS INC | $27.7M |
BACBK OF AMERICA CORP | $26.8M |
BXPBOSTON PROPERTIES INC | $24.9M |
WFCWELLS FARGO CO NEW | $24.9M |
PKNPERKINELMER INC | $24.1M |
ADBEADOBE SYSTEMS INCORPORATED | $23.9M |
TENBTENABLE HLDGS INC | $23.3M |
MQMARQETA INC | $22.8M |
CHRCHURCHILL DOWNS INC | $22.6M |
TRMBTRIMBLE INC | $22.1M |
ORLYOREILLY AUTOMOTIVE INC | $21.5M |
QLYSQUALYS INC | $21.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $21.0M |
CRMSALESFORCE INC | $18.6M |
BTAIEURBIOXCEL THERAPEUTICS INC | $18.3M |
CCOCAMECO CORP | $18.1M |
TDCTERADATA CORP DEL | $18.0M |
ABXBARRICK GOLD CORP | $17.9M |
UNHUNITEDHEALTH GROUP INC | $17.6M |
NOWSERVICENOW INC | $17.6M |
FCXFREEPORT-MCMORAN INC | $16.7M |
LNGCHENIERE ENERGY INC | $16.5M |
UBSUBS GROUP AG | $15.9M |
MSIMOTOROLA SOLUTIONS INC | $15.9M |
GXOGXO LOGISTICS INCORPORATED | $15.7M |
CGNXCOGNEX CORP | $15.2M |
ITTITT INC | $15.1M |
ICLICL GROUP LTD | $14.6M |
GSHDGOOSEHEAD INS INC | $14.4M |
KLACKLA CORP | $13.7M |
—USERTESTING INC | $13.1M |
TMUST-MOBILE US INC | $12.8M |
STLASTELLANTIS N.V | $12.6M |
ISRGINTUITIVE SURGICAL INC | $12.5M |
QCOMQUALCOMM INC | $12.0M |
PACWUSDPACWEST BANCORP DEL | $11.8M |
TFIITFI INTL INC | $11.6M |
PG4PRINCIPAL FINANCIAL GROUP IN | $10.3M |
TDTORONTO DOMINION BK ONT | $10.3M |
BPOPPOPULAR INC | $10.2M |
HIGHARTFORD FINL SVCS GROUP INC | $9.8M |
FRSHFRESHWORKS INC | $9.5M |
CP.TOCANADIAN PAC RY LTD | $9.5M |
MOALTRIA GROUP INC | $9.3M |
FLRFLUOR CORP NEW | $9.3M |
CMCANADIAN IMP BK COMM | $9.1M |
UALUNITED AIRLS HLDGS INC | $9.1M |
TMHCTAYLOR MORRISON HOME CORP | $8.9M |
—CAZOO GROUP LTD | $7.7M |
TOLTOLL BROTHERS INC | $7.6M |
HUBGHUB GROUP INC | $7.5M |
KRNTKORNIT DIGITAL LTD | $7.4M |
CRWDCROWDSTRIKE HLDGS INC | $7.1M |
KRKROGER CO | $7.1M |
NXPINXP SEMICONDUCTORS N V | $7.0M |
FCFFIRST COMWLTH FINL CORP PA | $7.0M |
PNWPINNACLE WEST CAP CORP | $6.9M |
HALHALLIBURTON CO | $6.9M |
ADPAUTOMATIC DATA PROCESSING IN | $6.7M |
BBWIBATH & BODY WORKS INC | $6.7M |
IMXIINTERNATIONAL MNY EXPRESS IN | $6.7M |
EWBCEAST WEST BANCORP INC | $6.5M |
MDC1USDM D C HLDGS INC | $6.5M |
BOXBOX INC | $6.3M |
TSNTYSON FOODS INC | $6.1M |
DELLDELL TECHNOLOGIES INC | $5.9M |
CVXCHEVRON CORP NEW | $5.8M |
BABAALIBABA GROUP HLDG LTD | $5.7M |
SPGIS&P GLOBAL INC | $5.4M |
IPGINTERPUBLIC GROUP COS INC | $5.3M |
WEXWEX INC | $5.3M |
HSYHERSHEY CO | $5.1M |
FULTFULTON FINL CORP PA | $5.0M |
BXCBLUELINX HLDGS INC | $5.0M |
GHGUARDANT HEALTH INC | $4.9M |
MTDMETTLER TOLEDO INTERNATIONAL | $4.9M |
OLPXOLAPLEX HLDGS INC | $4.8M |
DOWDOW INC | $4.8M |
ADIANALOG DEVICES INC | $4.8M |
STLDSTEEL DYNAMICS INC | $4.7M |
BMOBANK MONTREAL QUE | $4.7M |
CMCSACOMCAST CORP NEW | $4.5M |
ABALLIANCEBERNSTEIN HLDG L P | $4.4M |
WERNWERNER ENTERPRISES INC | $4.1M |
RSRELIANCE STEEL & ALUMINUM CO | $4.0M |
7HPHP INC | $3.9M |
SBLKSTAR BULK CARRIERS CORP. | $3.7M |
ARHSARHAUS INC | $3.4M |
CHRWC H ROBINSON WORLDWIDE INC | $3.3M |
FFWMFIRST FNDTN INC | $3.0M |