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)

StockValue
AG8AGILENT TECHNOLOGIES INC
$14.0M
JJACOBS SOLUTIONS INC
$14.0M
BABAALIBABA GROUP HLDG LTD
$13.0M
STLASTELLANTIS N.V
$13.0M
INTCINTEL CORP
$13.0M
QLYSQUALYS INC
$13.0M
LWLAMB WESTON HLDGS INC
$13.0M
7HPHP INC
$13.0M
PKNREVVITY INC
$12.0M
ARESARES MANAGEMENT CORPORATION
$12.0M
UNMUNUM GROUP
$12.0M
HALHALLIBURTON CO
$11.0M
CRMSALESFORCE INC
$11.0M
SFMSPROUTS FMRS MKT INC
$11.0M
4I1PHILIP MORRIS INTL INC
$11.0M
FNVFRANCO NEV CORP
$11.0M
ACNACCENTURE PLC IRELAND
$10.0M
FSLRFIRST SOLAR INC
$10.0M
METMETLIFE INC
$10.0M
ROKROCKWELL AUTOMATION INC
$10.0M
AKXANSYS INC
$10.0M
ADBEADOBE INC
$10.0M
CBCHUBB LIMITED
$9.0M
CAHCARDINAL HEALTH INC
$9.0M
AMGNAMGEN INC
$8.0M
CMCSACOMCAST CORP NEW
$8.0M
OMCOMNICOM GROUP INC
$8.0M
RGAREINSURANCE GRP OF AMERICA I
$8.0M
CVXCHEVRON CORP NEW
$8.0M
AIGAMERICAN INTL GROUP INC
$8.0M
AVYAVERY DENNISON CORP
$8.0M
ABGCENCORA INC
$8.0M
PERIPERION NETWORK LTD
$8.0M
HIGHARTFORD FINL SVCS GROUP INC
$8.0M
MOALTRIA GROUP INC
$8.0M
MCDMCDONALDS CORP
$7.0M
PEPPEPSICO INC
$7.0M
NVSTENVISTA HOLDINGS CORPORATION
$7.0M
CIENCIENA CORP
$7.0M
STXSEAGATE TECHNOLOGY HLDNGS PL
$7.0M
UBERUBER TECHNOLOGIES INC
$6.0M
BBWIBATH & BODY WORKS INC
$6.0M
UBSUBS GROUP AG
$6.0M
DELLDELL TECHNOLOGIES INC
$6.0M
KOCOCA COLA CO
$6.0M
VLOVALERO ENERGY CORP
$5.0M
XRXXEROX HOLDINGS CORP
$5.0M
PCARPACCAR INC
$5.0M
WEXWEX INC
$5.0M
CSCOCISCO SYS INC
$5.0M
APPSDIGITAL TURBINE INC
$5.0M
BWXTBWX TECHNOLOGIES INC
$4.0M
CATCATERPILLAR INC
$4.0M
FCXFREEPORT-MCMORAN INC
$4.0M
TEXTEREX CORP NEW
$3.0M
HSYHERSHEY CO
$3.0M
ACLSAXCELIS TECHNOLOGIES INC
$3.0M
MMM3M CO
$2.0M
GIIIG III APPAREL GROUP LTD
$2.0M
GMS1EURGMS INC
$2.0M
MSIMOTOROLA SOLUTIONS INC
$2.0M
CIVICIVITAS RESOURCES INC
$2.0M
WOLF*WOLFSPEED INC
$2.0M
AGCOAGCO CORP
$2.0M
CMCCOMMERCIAL METALS CO
$2.0M
IEXIDEX CORP
$1.0M
ROPROPER TECHNOLOGIES INC
$1.0M
HOLXHOLOGIC INC
$1.0M
EBIXEUREBIX INC
$1.0M
OLEDUNIVERSAL DISPLAY CORP
$1.0M
SBLKSTAR BULK CARRIERS CORP.
$1.0M
INFYINFOSYS LTD
$1.0M
IQVIQVIA HLDGS INC
$1.0M
VRSKVERISK ANALYTICS INC
$1.0M
TTEKTETRA TECH INC NEW
$1.0M
VEEVVEEVA SYS INC
$1.0M
PWSCPOWERSCHOOL HOLDINGS INC
$955K
CARRCARRIER GLOBAL CORPORATION
$911K
TERTERADYNE INC
$858K
VMIVALMONT INDS INC
$836K
PENPENUMBRA INC
$668K
HDBHDFC BANK LTD
$645K
AMRCAMERESCO INC
$607K
PODDINSULET CORP
$584K
ERIIENERGY RECOVERY INC
$564K
MEGMONTROSE ENVIRONMENTAL GROUP
$527K
AEHRAEHR TEST SYS
$525K
COURCOURSERA INC
$513K
VCYTVERACYTE INC
$375K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$349K
SEDGSOLAREDGE TECHNOLOGIES INC
$345K
PAYXPAYCHEX INC
$266K
TMOTHERMO FISHER SCIENTIFIC INC
$104K
INTUINTUIT
$71K
AVGOBROADCOM INC
$70K
LLYELI LILLY & CO
$56K
LRCXEURLAM RESEARCH CORP
$43K
AZOAUTOZONE INC
$40K
UNHUNITEDHEALTH GROUP INC
$38K
MTDMETTLER TOLEDO INTERNATIONAL
$6K
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