Artemis Investment Management LLP Q3 2017 Filing
Filed October 31, 2017
Portfolio Value
$4.9B
Holdings
214
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (214 positions)
| Stock | Value |
|---|---|
TRVCCITIGROUP INC | $191.5M |
GMGENERAL MTRS CO | $185.6M |
BACBANK AMER CORP | $132.4M |
ABBVABBVIE INC | $119.7M |
WDCWESTERN DIGITAL CORP | $116.8M |
AMATAPPLIED MATLS INC | $102.5M |
—KKR & CO L P DEL | $102.4M |
JPMJPMORGAN CHASE & CO | $101.8M |
SYFSYNCHRONY FINL | $99.5M |
METAFACEBOOK INC | $89.0M |
AVGOBROADCOM LTD | $87.9M |
GEGGEO GROUP INC NEW | $86.4M |
UNHUNITEDHEALTH GROUP INC | $84.8M |
ZIONZIONS BANCORPORATION | $82.6M |
AAALCOA CORP | $78.2M |
GOOGALPHABET INC | $74.6M |
EFXEQUIFAX INC | $74.5M |
BXUSDBLACKSTONE GROUP L P | $71.7M |
CITCINTAS CORP | $69.9M |
MUMICRON TECHNOLOGY INC | $69.5M |
LBRDALIBERTY BROADBAND CORP | $69.1M |
CGCARLYLE GROUP L P | $66.7M |
MSFTMICROSOFT CORP | $63.7M |
HESHESS CORP | $63.0M |
LVSLAS VEGAS SANDS CORP | $60.4M |
—KNIGHT TRANSN INC | $47.9M |
AMZNAMAZON COM INC | $47.6M |
ORCLORACLE CORP | $46.9M |
MSCIMSCI INC | $46.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $44.5M |
CVXCHEVRON CORP NEW | $44.3M |
PWIPOWER INTEGRATIONS INC | $39.9M |
FWONALIBERTY MEDIA CORP DELAWARE | $38.2M |
ZTSZOETIS INC | $37.9M |
MOSMOSAIC CO NEW | $37.2M |
LITELUMENTUM HLDGS INC | $36.5M |
AAPLAPPLE INC | $35.9M |
PYPLPAYPAL HLDGS INC | $34.8M |
4I1PHILIP MORRIS INTL INC | $34.0M |
—LIBERTY EXPEDIA HOLDINGS | $33.3M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $33.1M |
BABOEING CO | $32.2M |
PFEPFIZER INC | $31.9M |
CFGCITIZENS FINL GROUP INC | $30.0M |
MAMASTERCARD INC | $29.7M |
HDHOME DEPOT INC | $29.7M |
SCHWSCHWAB CHARLES CORP NEW | $28.7M |
ROKROCKWELL AUTOMATION INC | $27.9M |
LYBLYONDELLBASELL INDUSTRIES N | $27.2M |
AMGNAMGEN INC | $25.8M |
WATWATERS CORP | $25.6M |
EAELECTRONIC ARTS INC | $25.6M |
PLDPROLOGIS INC | $25.5M |
LRCXEURLAM RESEARCH CORP | $23.5M |
NUANEURNUANCE COMMUNICATIONS INC | $23.3M |
GLWCORNING INC | $23.3M |
BIIBBIOGEN INC | $23.2M |
FITBFIFTH THIRD BANCORP | $22.9M |
MOALTRIA GROUP INC | $22.8M |
HUMHUMANA INC | $22.6M |
KLACKLA-TENCOR CORP | $22.3M |
CELGCELGENE CORP | $22.0M |
CNCCENTENE CORP DEL | $22.0M |
CCKCROWN HOLDINGS INC | $22.0M |
SPGIS&P GLOBAL INC | $21.6M |
HIIHUNTINGTON INGALLS INDS INC | $21.1M |
7SUSUMMIT MATLS INC | $20.4M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $20.3M |
CHRCHURCHILL DOWNS INC | $20.1M |
ELVANTHEM INC | $20.0M |
NTNXNUTANIX INC | $18.9M |
BSXBOSTON SCIENTIFIC CORP | $18.4M |
BURLBURLINGTON STORES INC | $18.2M |
CECELANESE CORP DEL | $18.2M |
—FITBIT INC | $18.0M |
AVYAVERY DENNISON CORP | $18.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.9M |
XECEURCIMAREX ENERGY CO | $17.8M |
VVISA INC | $17.6M |
SLG2EURSL GREEN RLTY CORP | $17.0M |
WECWEC ENERGY GROUP INC | $17.0M |
CATCATERPILLAR INC DEL | $17.0M |
7HPHP INC | $17.0M |
PG4PRINCIPAL FINL GROUP INC | $16.7M |
GOOGLALPHABET INC | $16.5M |
TMUST MOBILE US INC | $16.2M |
TWXCHFTIME WARNER INC | $16.2M |
CIENCIENA CORP | $15.6M |
BKNGPRICELINE GRP INC | $15.5M |
DISHDISH NETWORK CORP | $15.1M |
USBUS BANCORP DEL | $15.0M |
—FINISAR CORP | $14.8M |
EMNEASTMAN CHEM CO | $14.2M |
PNCPNC FINL SVCS GROUP INC | $14.2M |
CMICUMMINS INC | $14.1M |
AG8AGILENT TECHNOLOGIES INC | $13.8M |
LBEURL BRANDS INC | $13.5M |
BCRUSDBARD C R INC | $13.2M |
ELLAUDER ESTEE COS INC | $13.2M |
LAMRLAMAR ADVERTISING CO NEW | $13.0M |
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