Artemis Investment Management LLP Q3 2022 Filing

Filed October 25, 2022

Portfolio Value

$8.8B

Holdings

226

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (226 positions)

StockValue
PPLPPL CORP
$23.1M
FCXFREEPORT-MCMORAN INC
$23.0M
ARMKARAMARK
$22.7M
CCOCAMECO CORP
$22.7M
CRWDCROWDSTRIKE HLDGS INC
$22.6M
SLBSCHLUMBERGER LTD
$21.4M
MSIMOTOROLA SOLUTIONS INC
$20.9M
EQIXEQUINIX INC
$20.3M
BAHBOOZ ALLEN HAMILTON HLDG COR
$20.1M
MQMARQETA INC
$20.0M
UNHUNITEDHEALTH GROUP INC
$19.9M
TFIITFI INTL INC
$18.8M
TRMBTRIMBLE INC
$18.7M
PFGCPERFORMANCE FOOD GROUP CO
$18.5M
RTXRAYTHEON TECHNOLOGIES CORP
$17.9M
DLTRDOLLAR TREE INC
$17.2M
SPGSIMON PPTY GROUP INC NEW
$17.0M
TQJSIGNATURE BK NEW YORK N Y
$16.9M
TENBTENABLE HLDGS INC
$16.9M
FLRFLUOR CORP NEW
$16.4M
BTAIEURBIOXCEL THERAPEUTICS INC
$16.3M
ELLAUDER ESTEE COS INC
$16.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$15.7M
NTRANATERA INC
$15.7M
ABXBARRICK GOLD CORP
$15.6M
ORLYOREILLY AUTOMOTIVE INC
$15.1M
LHXL3HARRIS TECHNOLOGIES INC
$14.9M
MTDMETTLER TOLEDO INTERNATIONAL
$14.5M
AREALEXANDRIA REAL ESTATE EQ IN
$14.4M
PNCPNC FINL SVCS GROUP INC
$14.1M
BACVERIZON COMMUNICATIONS INC
$14.1M
KMIKINDER MORGAN INC DEL
$13.7M
LOWLOWES COS INC
$13.5M
TDCTERADATA CORP DEL
$13.4M
MUMICRON TECHNOLOGY INC
$13.2M
EFXEQUIFAX INC
$13.1M
GXOGXO LOGISTICS INCORPORATED
$12.8M
WCNWASTE CONNECTIONS INC
$12.6M
VSCOVICTORIAS SECRET AND CO
$12.2M
STLASTELLANTIS N.V
$11.4M
HIGHARTFORD FINL SVCS GROUP INC
$10.7M
UNMUNUM GROUP
$10.2M
METMETLIFE INC
$10.2M
USERTESTING INC
$10.2M
AMDADVANCED MICRO DEVICES INC
$9.7M
FRSHFRESHWORKS INC
$9.3M
BPOPPOPULAR INC
$8.8M
ICLRICON PLC
$8.7M
CP.TOCANADIAN PAC RY LTD
$8.7M
BACBK OF AMERICA CORP
$8.6M
EWBCEAST WEST BANCORP INC
$8.4M
MOALTRIA GROUP INC
$8.4M
4I1PHILIP MORRIS INTL INC
$7.6M
GILDGILEAD SCIENCES INC
$7.3M
TDTORONTO DOMINION BK ONT
$7.2M
FTNTFORTINET INC
$7.2M
KRKROGER CO
$7.1M
IMXIINTERNATIONAL MNY EXPRESS IN
$6.9M
FULTFULTON FINL CORP PA
$6.9M
SFMSPROUTS FMRS MKT INC
$6.9M
ADPAUTOMATIC DATA PROCESSING IN
$6.7M
HSYHERSHEY CO
$6.7M
MCHPMICROCHIP TECHNOLOGY INC.
$6.6M
MTBM & T BK CORP
$6.5M
GDGENERAL DYNAMICS CORP
$6.5M
FCFFIRST COMWLTH FINL CORP PA
$6.2M
PG4PRINCIPAL FINANCIAL GROUP IN
$6.2M
CPRTCOPART INC
$6.1M
CMACOMERICA INC
$5.9M
CBCHUBB LIMITED
$5.9M
CSXCSX CORP
$5.8M
BIIBBIOGEN INC
$5.6M
CVXCHEVRON CORP NEW
$5.6M
BOXBOX INC
$5.6M
HUBGHUB GROUP INC
$5.6M
RGAREINSURANCE GRP OF AMERICA I
$5.6M
TNETTRINET GROUP INC
$5.4M
SPGIS&P GLOBAL INC
$5.2M
CHRWC H ROBINSON WORLDWIDE INC
$4.9M
TXNTEXAS INSTRS INC
$4.8M
NXPINXP SEMICONDUCTORS N V
$4.7M
TTMITTM TECHNOLOGIES INC
$4.6M
WAFDWASHINGTON FED INC
$4.1M
PAAPLAINS ALL AMERN PIPELINE L
$3.9M
BABAALIBABA GROUP HLDG LTD
$3.6M
OLPXOLAPLEX HLDGS INC
$3.3M
GHGUARDANT HEALTH INC
$3.2M
SRJSPARTANNASH CO
$3.0M
CNMCORE & MAIN INC
$2.9M
SKMSK TELECOM LTD
$2.5M
CMCANADIAN IMPERIAL BK COMM TO
$2.5M
JKHYHENRY JACK & ASSOC INC
$2.4M
PEPPEPSICO INC
$2.4M
CNRCANADIAN NATL RY CO
$2.4M
LECOLINCOLN ELEC HLDGS INC
$2.4M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$2.4M
BMOBANK MONTREAL QUE
$2.4M
AIGAMERICAN INTL GROUP INC
$2.3M
TTEKTETRA TECH INC NEW
$2.1M
TSLATESLA INC
$2.0M
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