Artemis Investment Management LLP Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$7.8B
Holdings
192
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (192 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $364.2M |
MSFTMICROSOFT CORP | $312.4M |
AMZNAMAZON COM INC | $209.0M |
TXNTEXAS INSTRS INC | $180.3M |
COFCAPITAL ONE FINL CORP | $174.5M |
SPGSIMON PPTY GROUP INC NEW | $172.0M |
WFCWELLS FARGO CO NEW | $155.1M |
GOOGLALPHABET INC | $136.8M |
FLUTFLUTTER ENTMT PLC | $131.7M |
ABBVABBVIE INC | $126.0M |
TRVCCITIGROUP INC | $101.4M |
CNMCORE & MAIN INC | $100.2M |
KGCKINROSS GOLD CORP | $98.1M |
AVGOBROADCOM INC | $92.9M |
CRCRANE COMPANY | $86.5M |
HESMHESS MIDSTREAM LP | $82.1M |
RYAAYRYANAIR HOLDINGS PLC | $81.7M |
JLLJONES LANG LASALLE INC | $77.2M |
ROADCONSTRUCTION PARTNERS INC | $75.6M |
CCLCARNIVAL CORP | $74.6M |
HESHESS CORP | $72.4M |
PLNTPLANET FITNESS INC | $71.2M |
JEFJEFFERIES FINL GROUP INC | $70.7M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $68.1M |
TPDSOMNIGROUP INTERNATIONAL INC | $67.9M |
SYKSTRYKER CORPORATION | $67.7M |
LRCXLAM RESEARCH CORP | $67.4M |
DBDEUTSCHE BANK A G | $65.6M |
MIRMIRION TECHNOLOGIES INC | $65.2M |
MUFGMITSUBISHI UFJ FINL GROUP IN | $61.2M |
BEBLOOM ENERGY CORP | $60.8M |
KOCOCA COLA CO | $60.1M |
KFYKORN FERRY | $60.0M |
FCXFREEPORT-MCMORAN INC | $59.9M |
PAGPPLAINS GP HLDGS L P | $59.6M |
PNFPPINNACLE FINL PARTNERS INC | $58.3M |
CTVACORTEVA INC | $57.9M |
ALSALLSTATE CORP | $57.8M |
ETNEATON CORP PLC | $56.1M |
BJBJS WHSL CLUB HLDGS INC | $56.1M |
FLRFLUOR CORP NEW | $55.2M |
BKBANK NEW YORK MELLON CORP | $54.9M |
WDCWESTERN DIGITAL CORP | $54.8M |
BURLBURLINGTON STORES INC | $53.1M |
PRIMPRIMORIS SVCS CORP | $51.1M |
CEGCONSTELLATION ENERGY CORP | $50.4M |
FRFIRST INDL RLTY TR INC | $50.3M |
PLMRPALOMAR HLDGS INC | $49.5M |
AAPLAPPLE INC | $48.3M |
AFRMAFFIRM HLDGS INC | $48.2M |
BOOTBOOT BARN HLDGS INC | $47.1M |
NVTNVENT ELECTRIC PLC | $45.5M |
LYVLIVE NATION ENTERTAINMENT IN | $45.3M |
EMBJEMBRAER S.A. | $45.3M |
TLNTALEN ENERGY CORP | $44.0M |
HLTHILTON WORLDWIDE HLDGS INC | $43.2M |
AEMAGNICO EAGLE MINES LTD | $42.5M |
GMGENERAL MTRS CO | $41.9M |
GMEDGLOBUS MED INC | $41.6M |
FWONALIBERTY MEDIA CORP DEL | $40.5M |
AFWALIGN TECHNOLOGY INC | $40.5M |
NINISOURCE INC | $40.4M |
CBZCBIZ INC | $40.3M |
DGXQUEST DIAGNOSTICS INC | $40.1M |
CNPCENTERPOINT ENERGY INC | $39.3M |
MTBM & T BK CORP | $39.1M |
QFINQIFU TECHNOLOGY INC | $38.7M |
DHRDANAHER CORPORATION | $37.6M |
LPLALPL FINL HLDGS INC | $37.2M |
BAPCREDICORP LTD | $36.5M |
EBAEBAY INC. | $36.4M |
USFDUS FOODS HLDG CORP | $35.0M |
HONHONEYWELL INTL INC | $34.7M |
FISVFISERV INC | $34.6M |
PGRPROGRESSIVE CORP | $32.9M |
RHCRH PLC | $31.9M |
RGENREPLIGEN CORP | $31.7M |
KEXKIRBY CORP | $31.7M |
PBRPETROLEO BRASILEIRO SA PETRO | $31.5M |
FOURSHIFT4 PMTS INC | $31.3M |
EXASEXACT SCIENCES CORP | $29.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $28.2M |
DTDYNATRACE INC | $27.3M |
TTEKTETRA TECH INC NEW | $26.8M |
CPRTCOPART INC | $26.8M |
DISDISNEY WALT CO | $26.6M |
AIGAMERICAN INTL GROUP INC | $25.8M |
MUMICRON TECHNOLOGY INC | $25.5M |
ALLYALLY FINL INC | $25.2M |
CORZCORE SCIENTIFIC INC NEW | $25.0M |
WMTWALMART INC | $24.9M |
SNOWSNOWFLAKE INC | $24.8M |
CCOCAMECO CORP | $23.8M |
COHRCOHERENT CORP | $23.4M |
RYANRYAN SPECIALTY HOLDINGS INC | $23.3M |
AONAON PLC | $22.9M |
VMCVULCAN MATLS CO | $22.4M |
AMDADVANCED MICRO DEVICES INC | $22.0M |
AUANGLOGOLD ASHANTI PLC | $21.9M |
CPCANADIAN PACIFIC KANSAS CITY | $21.4M |
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