Artemis Investment Management LLP Q2 2023 Filing
Filed July 19, 2023
Portfolio Value
$8.0B
Holdings
202
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (202 positions)
| Stock | Value |
|---|---|
ZBHZIMMER BIOMET HOLDINGS INC | $20.1M |
SNPSSYNOPSYS INC | $19.8M |
ACNACCENTURE PLC IRELAND | $19.7M |
ELVELEVANCE HEALTH INC | $19.2M |
MTDMETTLER TOLEDO INTERNATIONAL | $19.0M |
ADBEADOBE SYSTEMS INCORPORATED | $18.9M |
JBLJABIL INC | $18.6M |
AVYAVERY DENNISON CORP | $18.6M |
PKNREVVITY INC | $18.6M |
HALHALLIBURTON CO | $18.3M |
RLRALPH LAUREN CORP | $17.1M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $17.0M |
MSIMOTOROLA SOLUTIONS INC | $16.7M |
WTWWILLIS TOWERS WATSON PLC LTD | $16.1M |
CRMSALESFORCE INC | $16.1M |
FNVFRANCO NEV CORP | $14.8M |
RYAAYRYANAIR HOLDINGS PLC | $14.8M |
AG8AGILENT TECHNOLOGIES INC | $14.5M |
ALVAUTOLIV INC | $14.4M |
ROSTROSS STORES INC | $14.0M |
UBERUBER TECHNOLOGIES INC | $13.8M |
UNMUNUM GROUP | $13.7M |
NFLXNETFLIX INC | $13.5M |
JPMJPMORGAN CHASE & CO | $13.5M |
FSLRFIRST SOLAR INC | $13.1M |
NOVNOV INC | $12.4M |
QLYSQUALYS INC | $12.0M |
RGAREINSURANCE GRP OF AMERICA I | $11.1M |
AWMSKYWORKS SOLUTIONS INC | $11.1M |
HIGHARTFORD FINL SVCS GROUP INC | $10.9M |
INTCINTEL CORP | $10.9M |
MCHPMICROCHIP TECHNOLOGY INC. | $10.9M |
CCOCAMECO CORP | $10.7M |
CVSCVS HEALTH CORP | $10.6M |
4I1PHILIP MORRIS INTL INC | $10.6M |
CBCHUBB LIMITED | $10.1M |
METMETLIFE INC | $10.1M |
SFMSPROUTS FMRS MKT INC | $10.1M |
CSCOCISCO SYS INC | $9.8M |
MOALTRIA GROUP INC | $9.7M |
APPSDIGITAL TURBINE INC | $9.4M |
NVSTENVISTA HOLDINGS CORPORATION | $9.2M |
PERIPERION NETWORK LTD | $9.2M |
EQTEQT CORP | $8.4M |
HSYHERSHEY CO | $8.3M |
PEPPEPSICO INC | $8.2M |
IBMINTERNATIONAL BUSINESS MACHS | $8.2M |
UBSUBS GROUP AG | $8.2M |
FCXFREEPORT-MCMORAN INC | $8.1M |
DLTRDOLLAR TREE INC | $8.0M |
AIGAMERICAN INTL GROUP INC | $7.9M |
MUMICRON TECHNOLOGY INC | $7.6M |
KOCOCA COLA CO | $7.5M |
TEXTEREX CORP NEW | $7.5M |
STLASTELLANTIS N.V | $7.4M |
CIENCIENA CORP | $7.2M |
PCARPACCAR INC | $6.7M |
CMCSACOMCAST CORP NEW | $6.1M |
PSXPHILLIPS 66 | $6.1M |
BTAIEURBIOXCEL THERAPEUTICS INC | $6.0M |
MNSOMINISO GROUP HLDG LTD | $5.8M |
CPRICAPRI HOLDINGS LIMITED | $5.7M |
FLRFLUOR CORP NEW | $5.2M |
BWXTBWX TECHNOLOGIES INC | $4.9M |
ACLSAXCELIS TECHNOLOGIES INC | $4.8M |
ALKALASKA AIR GROUP INC | $4.6M |
TRVCCITIGROUP INC | $4.5M |
UALUNITED AIRLS HLDGS INC | $4.5M |
ABGAMERISOURCEBERGEN CORP | $4.5M |
CAHCARDINAL HEALTH INC | $4.5M |
AGCOAGCO CORP | $4.4M |
RHRH | $4.4M |
BZHBEAZER HOMES USA INC | $4.0M |
NEENEXTERA ENERGY INC | $3.9M |
MCDMCDONALDS CORP | $3.6M |
TMETENCENT MUSIC ENTMT GROUP | $3.3M |
STLDSTEEL DYNAMICS INC | $2.8M |
GMGENERAL MTRS CO | $2.8M |
BMYBRISTOL-MYERS SQUIBB CO | $2.6M |
BDCBELDEN INC | $2.0M |
TTEKTETRA TECH INC NEW | $1.9M |
BLMNBLOOMIN BRANDS INC | $1.7M |
HOLXHOLOGIC INC | $1.6M |
IQVIQVIA HLDGS INC | $1.6M |
VRSKVERISK ANALYTICS INC | $1.5M |
VEEVVEEVA SYS INC | $1.4M |
PODDINSULET CORP | $1.3M |
SBLKSTAR BULK CARRIERS CORP. | $1.3M |
ROPROPER TECHNOLOGIES INC | $1.3M |
SEDGSOLAREDGE TECHNOLOGIES INC | $1.1M |
TERTERADYNE INC | $1.1M |
PWSCPOWERSCHOOL HOLDINGS INC | $1.1M |
INFYINFOSYS LTD | $1.0M |
OLEDUNIVERSAL DISPLAY CORP | $962K |
MEGMONTROSE ENVIRONMENTAL GROUP | $844K |
PENPENUMBRA INC | $777K |
ERIIENERGY RECOVERY INC | $719K |
AEHRAEHR TEST SYS | $559K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $367K |
VCYTVERACYTE INC | $312K |