Artemis Investment Management LLP Q3 2021 Filing

Filed October 26, 2021

Portfolio Value

$12.6B

Holdings

285

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (285 positions)

StockValue
GOOGALPHABET INC
$547.4M
AAPLAPPLE INC
$471.6M
MSFTMICROSOFT CORP
$371.7M
METAFACEBOOK INC
$280.8M
TMOTHERMO FISHER SCIENTIFIC INC
$233.2M
JPMJPMORGAN CHASE & CO
$228.0M
AMZNAMAZON COM INC
$224.8M
CSCOCISCO SYS INC
$220.4M
PFEPFIZER INC
$212.0M
VVISA INC
$210.6M
GSGOLDMAN SACHS GROUP INC
$207.1M
TQJSIGNATURE BK NEW YORK N Y
$201.9M
SPLKCHFSPLUNK INC
$201.1M
AXPAMERICAN EXPRESS CO
$176.4M
CHRCHURCHILL DOWNS INC
$152.8M
AVGOBROADCOM INC
$152.5M
WEXWEX INC
$150.6M
TECHBIO-TECHNE CORP
$147.8M
LOWLOWES COS INC
$144.2M
ELVANTHEM INC
$143.9M
ZTSZOETIS INC
$141.1M
LINLINDE PLC
$138.8M
SAIASAIA INC
$134.1M
NSCNORFOLK SOUTHN CORP
$123.7M
ALLYALLY FINL INC
$121.0M
DARDARLING INGREDIENTS INC
$119.4M
SYFSYNCHRONY FINANCIAL
$115.9M
XOMEXXON MOBIL CORP
$112.8M
TTTRANE TECHNOLOGIES PLC
$111.7M
POOLPOOL CORP
$111.3M
AGCOAGCO CORP
$109.1M
LPLALPL FINL HLDGS INC
$108.1M
PYPLPAYPAL HLDGS INC
$102.0M
ISRGINTUITIVE SURGICAL INC
$96.7M
BUWABIO RAD LABS INC
$94.4M
EQHEQUITABLE HLDGS INC
$89.8M
SHWSHERWIN WILLIAMS CO
$89.4M
8INSYNEOS HEALTH INC
$89.2M
XIFRNEXTERA ENERGY PARTNERS LP
$89.1M
IQVIQVIA HLDGS INC
$87.9M
BKNGBOOKING HOLDINGS INC
$87.0M
MAMASTERCARD INCORPORATED
$82.5M
BFHALLIANCE DATA SYSTEMS CORP
$82.1M
T7DTRANSDIGM GROUP INC
$81.3M
BBWIBATH & BODY WORKS INC
$78.4M
EFXEQUIFAX INC
$77.7M
WMSADVANCED DRAIN SYS INC DEL
$74.7M
TMUST-MOBILE US INC
$73.7M
TRUTRANSUNION
$71.9M
KRNTKORNIT DIGITAL LTD
$71.3M
GSHDGOOSEHEAD INS INC
$71.2M
BURLBURLINGTON STORES INC
$70.3M
METMETLIFE INC
$66.7M
AXONAXON ENTERPRISE INC
$64.3M
DOOBRP INC
$63.9M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$63.8M
WOOFPETCO HEALTH & WELLNESS CO I
$63.3M
AMATAPPLIED MATLS INC
$63.0M
ESTCELASTIC N V
$62.7M
ILMNILLUMINA INC
$59.9M
SPGSIMON PPTY GROUP INC NEW
$58.4M
PNFPPINNACLE FINL PARTNERS INC
$58.1M
CLHCLEAN HARBORS INC
$57.9M
TFIITFI INTL INC
$56.4M
SUMO2EURSUMO LOGIC INC
$55.0M
NVDANVIDIA CORPORATION
$54.4M
JECUSDJACOBS ENGR GROUP INC
$54.2M
GXOGXO LOGISTICS INCORPORATED
$54.0M
WEAWESTERN ALLIANCE BANCORP
$52.3M
JEFJEFFERIES FINL GROUP INC
$50.6M
UNHUNITEDHEALTH GROUP INC
$50.6M
LEVILEVI STRAUSS & CO NEW
$49.5M
TAPMOLSON COORS BEVERAGE CO
$49.3M
BMBLBUMBLE INC
$48.8M
CRWDCROWDSTRIKE HLDGS INC
$48.1M
ADSKAUTODESK INC
$47.6M
FERGFERGUSON PLC NEW
$47.1M
MRSHMARSH & MCLENNAN COS INC
$46.8M
ADMARCHER DANIELS MIDLAND CO
$46.2M
DELLDELL TECHNOLOGIES INC
$44.8M
AVBAVALONBAY CMNTYS INC
$44.6M
QCOMQUALCOMM INC
$43.9M
AFWALIGN TECHNOLOGY INC
$43.9M
FIVEFIVE BELOW INC
$43.6M
PACWUSDPACWEST BANCORP DEL
$43.4M
NVSTENVISTA HOLDINGS CORPORATION
$43.3M
ENOVCOLFAX CORP
$43.2M
MTCHMATCH GROUP INC NEW
$42.7M
BTAIEURBIOXCEL THERAPEUTICS INC
$41.9M
HESHESS CORP
$40.8M
7HPHP INC
$40.5M
ABBVABBVIE INC
$40.2M
CRMSALESFORCE COM INC
$40.1M
AGNCAGNC INVT CORP
$40.0M
VMIVALMONT INDS INC
$39.5M
PLNTPLANET FITNESS INC
$38.6M
CVSCVS HEALTH CORP
$37.8M
TRVCCITIGROUP INC
$37.7M
BSXBOSTON SCIENTIFIC CORP
$37.5M
BLKCHFBLACKROCK INC
$37.2M
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