Artemis Investment Management LLP Q4 2018 Filing
Filed February 12, 2019
Portfolio Value
$7.7B
Holdings
257
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (257 positions)
| Stock | Value |
|---|---|
LLYLILLY ELI & CO | $22.9M |
—CARBON BLACK INC | $22.7M |
UALUNITED CONTL HLDGS INC | $22.6M |
FISFIDELITY NATL INFORMATION SV | $22.3M |
NKENIKE INC | $21.5M |
CEF/USPROTT PHYSICAL GOLD & SILVE | $21.3M |
MCDMCDONALDS CORP | $21.2M |
—LIBERTY EXPEDIA HOLDINGS | $21.2M |
STRASTRATEGIC ED INC | $20.9M |
ACNACCENTURE PLC IRELAND | $20.9M |
CNPCENTERPOINT ENERGY INC | $20.9M |
—FITBIT INC | $20.8M |
—TWENTY FIRST CENTY FOX INC | $20.8M |
WPWORLDPAY INC | $20.3M |
GOOGLALPHABET INC | $19.8M |
CATCATERPILLAR INC DEL | $19.7M |
UNPUNION PAC CORP | $19.3M |
AXPAMERICAN EXPRESS CO | $19.3M |
FUODOLBY LABORATORIES INC | $19.2M |
VSTVISTRA ENERGY CORP | $19.2M |
7HPHP INC | $19.1M |
GKDGRAND CANYON ED INC | $18.5M |
NINISOURCE INC | $18.1M |
CECELANESE CORP DEL | $18.0M |
EAFEURGRAFTECH INTL LTD | $18.0M |
CRMSALESFORCE COM INC | $17.7M |
EQIXEQUINIX INC | $17.4M |
AESAES CORP | $17.1M |
METAFACEBOOK INC | $17.1M |
PPLPEMBINA PIPELINE CORP | $16.6M |
XIFRNEXTERA ENERGY PARTNERS LP | $16.6M |
CFGCITIZENS FINL GROUP INC | $16.3M |
SNPSSYNOPSYS INC | $16.2M |
ISRGINTUITIVE SURGICAL INC | $15.5M |
CSCOCISCO SYS INC | $15.5M |
RYROYAL BK CDA MONTREAL QUE | $15.5M |
—ATHENE HLDG LTD | $15.3M |
EWEDWARDS LIFESCIENCES CORP | $15.3M |
PINCPREMIER INC | $15.3M |
PRAHPRA HEALTH SCIENCES INC | $14.6M |
EMNEASTMAN CHEM CO | $14.5M |
ITTITT INC | $14.4M |
RCI/BROGERS COMMUNICATIONS INC | $14.2M |
SCHWSCHWAB CHARLES CORP NEW | $14.2M |
PPLPPL CORP | $14.1M |
TRHCEURTABULA RASA HEALTHCARE INC | $14.1M |
MOHMOLINA HEALTHCARE INC | $13.6M |
IQVIQVIA HLDGS INC | $13.4M |
AFLAFLAC INC | $13.3M |
GLUUGLU MOBILE INC | $13.1M |
POSTPOST HLDGS INC | $13.1M |
URIUNITED RENTALS INC | $13.0M |
AXGNAXOGEN INC | $12.8M |
PEPPEPSICO INC | $12.3M |
CNHICNH INDL N V | $12.3M |
OGEOGE ENERGY CORP | $12.2M |
WCGEURWELLCARE HEALTH PLANS INC | $12.1M |
CDNSCADENCE DESIGN SYSTEM INC | $12.1M |
MASMASCO CORP | $11.9M |
IPGPIPG PHOTONICS CORP | $11.8M |
JKHYHENRY JACK & ASSOC INC | $11.7M |
WBSWEBSTER FINL CORP CONN | $11.5M |
CELGCELGENE CORP | $11.4M |
WYWEYERHAEUSER CO | $11.4M |
BIIBBIOGEN INC | $11.2M |
UI2KEMPER CORP DEL | $10.8M |
STXSEAGATE TECHNOLOGY PLC | $10.8M |
WEAWESTERN ALLIANCE BANCORP | $10.7M |
BNSBANK N S HALIFAX | $10.6M |
PNWPINNACLE WEST CAP CORP | $10.4M |
CARGCARGURUS INC | $10.4M |
NRANRG ENERGY INC | $10.3M |
ORCLORACLE CORP | $10.2M |
JAZZJAZZ PHARMACEUTICALS PLC | $10.1M |
BKNGBOOKING HLDGS INC | $9.9M |
KRKROGER CO | $9.7M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $9.4M |
CGNXCOGNEX CORP | $9.3M |
PBRPETROLEO BRASILEIRO SA PETRO | $9.2M |
DC4DEXCOM INC | $9.2M |
CSGPCOSTAR GROUP INC | $9.0M |
ANETEURARISTA NETWORKS INC | $8.7M |
MRKMERCK & CO INC | $8.6M |
CR1USDCRANE CO | $8.1M |
APCANADARKO PETE CORP | $7.9M |
TSLXUSDTPG SPECIALTY LENDING INC | $7.9M |
JWNUSDNORDSTROM INC | $7.8M |
WINGWINGSTOP INC | $7.7M |
FDXFEDEX CORP | $7.6M |
CHGGCHEGG INC | $7.5M |
NMI1EURKIRKLAND LAKE GOLD LTD | $7.5M |
TDOCTELADOC HEALTH INC | $7.3M |
MTBM & T BK CORP | $7.3M |
HPEHEWLETT PACKARD ENTERPRISE C | $7.2M |
EAELECTRONIC ARTS INC | $7.1M |
CBPXEURCONTINENTAL BLDG PRODS INC | $7.0M |
FIVEFIVE BELOW INC | $6.9M |
DOCUDOCUSIGN INC | $6.8M |
DAYCERIDIAN HCM HLDG INC | $6.7M |
GSGOLDMAN SACHS GROUP INC | $6.7M |