Artemis Investment Management LLP Q3 2023 Filing
Filed October 16, 2023
Portfolio Value
$7.2B
Holdings
200
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (200 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $412.2B |
AMZNAMAZON COM INC | $323.0B |
METAMETA PLATFORMS INC | $282.5B |
NVDANVIDIA CORPORATION | $275.3B |
CEGCONSTELLATION ENERGY CORP | $193.6B |
AVTRAVANTOR INC | $161.0B |
GOOGALPHABET INC | $157.7B |
CLHCLEAN HARBORS INC | $152.3B |
EXPEAGLE MATLS INC | $148.8B |
MCKMCKESSON CORP | $129.6B |
SAIASAIA INC | $121.3B |
PCGPG&E CORP | $115.3B |
BXBLACKSTONE INC | $113.7B |
TFIITFI INTL INC | $113.6B |
BLDRBUILDERS FIRSTSOURCE INC | $113.3B |
TMOTHERMO FISHER SCIENTIFIC INC | $104.5B |
BKRBAKER HUGHES COMPANY | $101.1B |
HESHESS CORP | $96.7B |
AAPLAPPLE INC | $92.9B |
ORCLORACLE CORP | $86.5B |
LINLINDE PLC | $82.9B |
ITGARTNER INC | $81.4B |
PBRPETROLEO BRASILEIRO SA PETRO | $77.1B |
ICEINTERCONTINENTAL EXCHANGE IN | $76.8B |
AONAON PLC | $74.7B |
GOOGLALPHABET INC | $74.2B |
WFCWELLS FARGO CO NEW | $72.1B |
INTUINTUIT | $71.9B |
AVGOBROADCOM INC | $70.3B |
XOMEXXON MOBIL CORP | $68.0B |
—INDIVIOR PLC | $67.9B |
ZTSZOETIS INC | $63.8B |
VMCVULCAN MATLS CO | $63.6B |
MCOMOODYS CORP | $63.1B |
MDLZMONDELEZ INTL INC | $63.0B |
BLDTOPBUILD CORP | $61.4B |
LPLALPL FINL HLDGS INC | $60.6B |
ABBVABBVIE INC | $57.8B |
GILDGILEAD SCIENCES INC | $57.4B |
LLYELI LILLY & CO | $57.0B |
NVTNVENT ELECTRIC PLC | $56.8B |
WMTWALMART INC | $55.4B |
VVISA INC | $53.7B |
ADMARCHER DANIELS MIDLAND CO | $49.2B |
AZEKAZEK CO INC | $45.8B |
EFXEQUIFAX INC | $45.0B |
FERGFERGUSON PLC NEW | $43.7B |
LRCXEURLAM RESEARCH CORP | $43.1B |
NOVNOV INC | $42.9B |
POOLPOOL CORP | $42.0B |
LSCCLATTICE SEMICONDUCTOR CORP | $41.8B |
AZOAUTOZONE INC | $40.9B |
CPRTCOPART INC | $39.0B |
UNHUNITEDHEALTH GROUP INC | $38.0B |
WCCWESCO INTL INC | $36.9B |
WSCWILLSCOT MOBIL MINI HLDNG CO | $33.6B |
TENBTENABLE HLDGS INC | $33.5B |
MAMASTERCARD INCORPORATED | $33.2B |
MRSHMARSH & MCLENNAN COS INC | $33.0B |
BURLBURLINGTON STORES INC | $32.9B |
ELFE L F BEAUTY INC | $32.6B |
PFGCPERFORMANCE FOOD GROUP CO | $32.3B |
WFRDWEATHERFORD INTL PLC | $31.0B |
RYAAYRYANAIR HOLDINGS PLC | $30.7B |
FRFIRST INDL RLTY TR INC | $30.1B |
FIXCOMFORT SYS USA INC | $30.0B |
CHRCHURCHILL DOWNS INC | $29.9B |
PNFPPINNACLE FINL PARTNERS INC | $29.4B |
COTYCOTY INC | $29.4B |
ENOVENOVIS CORPORATION | $29.1B |
AXONAXON ENTERPRISE INC | $28.8B |
HUMHUMANA INC | $28.6B |
VVVVALVOLINE INC | $28.5B |
BRBRBELLRING BRANDS INC | $28.3B |
TRUTRANSUNION | $28.1B |
MRKMERCK & CO INC | $28.0B |
QRVOQORVO INC | $27.6B |
ELVELEVANCE HEALTH INC | $26.8B |
PGPROCTER AND GAMBLE CO | $25.8B |
DC4DEXCOM INC | $25.5B |
ICLRICON PLC | $25.3B |
NKENIKE INC | $24.8B |
TWNKEURHOSTESS BRANDS INC | $24.1B |
NTRANATERA INC | $23.6B |
DARDARLING INGREDIENTS INC | $23.0B |
AMDADVANCED MICRO DEVICES INC | $23.0B |
MTHMERITAGE HOMES CORP | $21.5B |
UNPUNION PAC CORP | $20.8B |
ROSTROSS STORES INC | $20.7B |
JBLJABIL INC | $20.7B |
TWLOTWILIO INC | $20.3B |
CMECME GROUP INC | $20.1B |
FLRFLUOR CORP NEW | $19.9B |
OVVOVINTIV INC | $19.6B |
OKTAOKTA INC | $18.8B |
CCOCAMECO CORP | $18.5B |
PLDPROLOGIS INC. | $18.4B |
SNPSSYNOPSYS INC | $17.6B |
KLACKLA CORP | $17.6B |
ALVAUTOLIV INC | $17.3B |
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