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)

StockValue
TTEKTETRA TECH INC NEW
$27K
CPRTCOPART INC
$27K
DISDISNEY WALT CO
$27K
AIGAMERICAN INTL GROUP INC
$26K
MUMICRON TECHNOLOGY INC
$26K
ALLYALLY FINL INC
$25K
CORZCORE SCIENTIFIC INC NEW
$25K
WMTWALMART INC
$25K
SNOWSNOWFLAKE INC
$25K
MCOMOODYS CORP
$25K
CCOCAMECO CORP
$24K
COHRCOHERENT CORP
$23K
RYANRYAN SPECIALTY HOLDINGS INC
$23K
AONAON PLC
$23K
VMCVULCAN MATLS CO
$22K
AMDADVANCED MICRO DEVICES INC
$22K
AUANGLOGOLD ASHANTI PLC
$22K
GEVGE VERNOVA INC
$22K
CPCANADIAN PACIFIC KANSAS CITY
$21K
HBMHUDBAY MINERALS INC
$21K
PAGSPAGSEGURO DIGITAL LTD
$21K
KNSLKINSALE CAP GROUP INC
$21K
APGAPI GROUP CORP
$20K
ZTSZOETIS INC
$20K
CMSCMS ENERGY CORP
$20K
NTRANATERA INC
$20K
ISRGINTUITIVE SURGICAL INC
$20K
CPACOPA HOLDINGS SA
$20K
OGEOGE ENERGY CORP
$19K
CSCOCISCO SYS INC
$19K
IPINTERNATIONAL PAPER CO
$19K
TSLATESLA INC
$18K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$18K
DECDIVERSIFIED ENERGY COMPANY P
$18K
JPMJPMORGAN CHASE & CO.
$17K
PFEPFIZER INC
$17K
NFLXNETFLIX INC
$16K
MOALTRIA GROUP INC
$16K
POSTPOST HLDGS INC
$16K
CHKPCHECK POINT SOFTWARE TECH LT
$16K
GPORGULFPORT ENERGY CORP
$16K
TMOTHERMO FISHER SCIENTIFIC INC
$16K
STLDSTEEL DYNAMICS INC
$14K
TACTRANSALTA CORP
$14K
BACVERIZON COMMUNICATIONS INC
$14K
RTXRTX CORPORATION
$14K
SYFSYNCHRONY FINANCIAL
$13K
PRIPRIMERICA INC
$12K
HEIHEICO CORP NEW
$12K
CRMSALESFORCE INC
$12K
QCOMQUALCOMM INC
$12K
CAVACAVA GROUP INC
$11K
EFXEQUIFAX INC
$11K
INDIINDIE SEMICONDUCTOR INC
$11K
MUSAMURPHY USA INC
$10K
DECKDECKERS OUTDOOR CORP
$10K
AXPAMERICAN EXPRESS CO
$10K
SWSMURFIT WESTROCK PLC
$10K
ABGCENCORA INC
$10K
4I1PHILIP MORRIS INTL INC
$10K
KKRKKR & CO INC
$10K
EXEEXPAND ENERGY CORPORATION
$10K
CAHCARDINAL HEALTH INC
$10K
IRENIREN LIMITED
$9K
SNPSSYNOPSYS INC
$8K
OZKBANK OZK LITTLE ROCK ARK
$8K
PFGCPERFORMANCE FOOD GROUP CO
$7K
OTISOTIS WORLDWIDE CORP
$7K
NUNU HLDGS LTD
$7K
GILDGILEAD SCIENCES INC
$7K
TJXTJX COS INC NEW
$7K
HALOHALOZYME THERAPEUTICS INC
$7K
NXQUANEX BLDG PRODS CORP
$6K
FISFIDELITY NATL INFORMATION SV
$6K
PGPROCTER AND GAMBLE CO
$6K
WPMWHEATON PRECIOUS METALS CORP
$6K
YUMCYUM CHINA HLDGS INC
$5K
GEHCGE HEALTHCARE TECHNOLOGIES I
$5K
PPCPILGRIMS PRIDE CORP
$5K
JNJJOHNSON & JOHNSON
$5K
MCKMCKESSON CORP
$4K
UNPUNION PAC CORP
$4K
ANETARISTA NETWORKS INC
$3K
LDOSLEIDOS HOLDINGS INC
$3K
EQHEQUITABLE HLDGS INC
$3K
SAIASAIA INC
$3K
HCAHCA HEALTHCARE INC
$3K
GLOBGLOBANT S A
$3K
WBAWALGREENS BOOTS ALLIANCE INC
$3K
TSNTYSON FOODS INC
$2K
RDYDR REDDYS LABS LTD
$2K
EXPEAGLE MATLS INC
$2K
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