Artemis Investment Management LLP Q4 2020 Filing
Filed January 26, 2021
Portfolio Value
$9.6B
Holdings
247
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (247 positions)
| Stock | Value |
|---|---|
AVGOBROADCOM INC | $222.3M |
METAFACEBOOK INC | $206.6M |
LINLINDE PLC | $198.2M |
PYPLPAYPAL HLDGS INC | $179.3M |
NSCNORFOLK SOUTHN CORP | $164.4M |
AAPLAPPLE INC | $163.4M |
CSCOCISCO SYS INC | $153.8M |
ALLYALLY FINL INC | $130.9M |
MSFTMICROSOFT CORP | $130.5M |
JPMJPMORGAN CHASE & CO | $128.4M |
ORCLORACLE CORP | $124.3M |
DEDEERE & CO | $115.5M |
CHRCHURCHILL DOWNS INC | $113.4M |
QCOMQUALCOMM INC | $109.7M |
METMETLIFE INC | $109.1M |
BURLBURLINGTON STORES INC | $106.3M |
AXPAMERICAN EXPRESS CO | $106.2M |
ELVANTHEM INC | $104.0M |
XIFRNEXTERA ENERGY PARTNERS LP | $102.8M |
LOWLOWES COS INC | $101.0M |
SERVUSDTERMINIX GLOBAL HOLDINGS INC | $98.5M |
TRVCCITIGROUP INC | $95.6M |
TMUST-MOBILE US INC | $87.5M |
VVISA INC | $86.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $85.9M |
PINSPINTEREST INC | $82.1M |
ESTCELASTIC N V | $81.0M |
ABBVABBVIE INC | $77.9M |
POOLPOOL CORP | $77.0M |
NEENEXTERA ENERGY INC | $76.8M |
TRUTRANSUNION | $76.6M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $75.7M |
CATCATERPILLAR INC | $75.6M |
AMDADVANCED MICRO DEVICES INC | $75.5M |
FISFIDELITY NATL INFORMATION SV | $75.2M |
DISDISNEY WALT CO | $73.1M |
DFSEURDISCOVER FINL SVCS | $70.2M |
LPLALPL FINL HLDGS INC | $68.3M |
TTTRANE TECHNOLOGIES PLC | $67.7M |
GMGENERAL MTRS CO | $67.3M |
SAIASAIA INC | $63.3M |
BMYBRISTOL-MYERS SQUIBB CO | $62.1M |
ZTSZOETIS INC | $61.4M |
ITTITT INC | $60.4M |
PGRPROGRESSIVE CORP | $59.6M |
HESHESS CORP | $57.9M |
SYFSYNCHRONY FINANCIAL | $56.7M |
KOCOCA COLA CO | $54.6M |
SPGIS&P GLOBAL INC | $53.4M |
7HPHP INC | $53.1M |
UBERUBER TECHNOLOGIES INC | $52.1M |
DWDMORGAN STANLEY | $49.8M |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $49.3M |
—VONAGE HLDGS CORP | $48.8M |
ENOVCOLFAX CORP | $48.6M |
MAMASTERCARD INCORPORATED | $47.7M |
JECUSDJACOBS ENGR GROUP INC | $47.2M |
BTAIEURBIOXCEL THERAPEUTICS INC | $46.8M |
SPBSPECTRUM BRANDS HLDGS INC NE | $41.1M |
MRKMERCK & CO. INC | $40.8M |
AGNCAGNC INVT CORP | $40.2M |
EQHEQUITABLE HLDGS INC | $39.4M |
DOOBRP INC | $38.3M |
ATVIEURACTIVISION BLIZZARD INC | $38.3M |
BENFRANKLIN RESOURCES INC | $38.1M |
OPTUALTICE USA INC | $38.0M |
WDCWESTERN DIGITAL CORP. | $37.7M |
SMARGBPSMARTSHEET INC | $37.5M |
CRWDCROWDSTRIKE HLDGS INC | $37.4M |
KRNTKORNIT DIGITAL LTD | $37.3M |
RRYDER SYS INC | $37.2M |
BABAALIBABA GROUP HLDG LTD | $36.6M |
UNPUNION PAC CORP | $36.2M |
NVSTENVISTA HOLDINGS CORPORATION | $36.1M |
FIVEFIVE BELOW INC | $35.9M |
CLHCLEAN HARBORS INC | $35.6M |
PLUNPLUG POWER INC | $35.3M |
AMEDAMEDISYS INC | $34.8M |
ADMARCHER DANIELS MIDLAND CO | $34.8M |
BXBLACKSTONE GROUP INC | $34.6M |
INTCINTEL CORP | $34.6M |
YRIYAMANA GOLD INC | $34.4M |
BDXBECTON DICKINSON & CO | $33.8M |
VRNSVARONIS SYS INC | $33.5M |
SNPSSYNOPSYS INC | $33.2M |
HXLHEXCEL CORP NEW | $32.4M |
FNDFLOOR & DECOR HLDGS INC | $32.4M |
FBINFORTUNE BRANDS HOME & SEC IN | $31.9M |
BFHALLIANCE DATA SYSTEMS CORP | $31.3M |
VOYAVOYA FINANCIAL INC | $30.1M |
COFCAPITAL ONE FINL CORP | $29.9M |
AVYAVERY DENNISON CORP | $29.7M |
LBRDKLIBERTY BROADBAND CORP | $29.6M |
LEVILEVI STRAUSS & CO NEW | $29.4M |
MOHMOLINA HEALTHCARE INC | $29.3M |
SCHWSCHWAB CHARLES CORP | $29.0M |
CTXSEURCITRIX SYS INC | $28.7M |
JNJJOHNSON & JOHNSON | $28.7M |
GLWCORNING INC | $28.5M |
AG8AGILENT TECHNOLOGIES INC | $28.1M |
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