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)

StockValue
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
DOWDOW INC
$27.6M
MSCIMSCI INC
$27.5M
PLDPROLOGIS INC.
$27.0M
PKNPERKINELMER INC
$27.0M
TENBTENABLE HLDGS INC
$26.8M
8INSYNEOS HEALTH INC
$26.2M
FFIVF5 NETWORKS INC
$26.2M
NFLXNETFLIX INC
$26.0M
FNVFRANCO NEV CORP
$25.5M
FCXFREEPORT-MCMORAN INC
$25.1M
KTBKONTOOR BRANDS INC
$24.6M
HUMHUMANA INC
$24.6M
SPGSIMON PPTY GROUP INC NEW
$24.4M
AGCOAGCO CORP
$24.1M
ACNACCENTURE PLC IRELAND
$24.0M
AXONAXON ENTERPRISE INC
$23.6M
SHWSHERWIN WILLIAMS CO
$23.6M
HZNPHORIZON THERAPEUTICS PUB L
$23.2M
SWKSTANLEY BLACK & DECKER INC
$22.8M
WCCWESCO INTL INC
$22.8M
PLMRPALOMAR HLDGS INC
$22.8M
CHGGCHEGG INC
$22.1M
WATWATERS CORP
$21.9M
ILMNILLUMINA INC
$21.9M
UNHUNITEDHEALTH GROUP INC
$21.6M
CVSCVS HEALTH CORP
$21.6M
NOWSERVICENOW INC
$21.3M
NOMDNOMAD FOODS LTD
$21.3M
PPGPPG INDS INC
$21.2M
IPHIINPHI CORP
$20.6M
PAGSPAGSEGURO DIGITAL LTD
$20.6M
EAELECTRONIC ARTS INC
$20.4M
EVTCEVERTEC INC
$20.3M
GAPGAP INC
$20.3M
ABXBARRICK GOLD CORP
$19.9M
CCKCROWN HLDGS INC
$19.7M
PFEPFIZER INC
$19.7M
PENNPENN NATL GAMING INC
$19.5M
KHCKRAFT HEINZ CO
$19.4M
TRNOTERRENO RLTY CORP
$19.1M
WEAWESTERN ALLIANCE BANCORP
$18.8M
VALEVALE S A
$18.8M
CPRTCOPART INC
$18.7M
UAUNDER ARMOUR INC
$18.4M
AEISADVANCED ENERGY INDS
$17.4M
WSCWILLSCOT MOBIL MINI HLDNG CO
$17.0M
CITUSDCIT GROUP INC
$16.3M
MCKMCKESSON CORP
$16.3M
LWLAMB WESTON HLDGS INC
$16.3M
PLNTPLANET FITNESS INC
$16.3M
APAMARTISAN PARTNERS ASSET MGMT
$16.1M
CCOCAMECO CORP
$16.1M
PHPARKER-HANNIFIN CORP
$15.7M
WINGWINGSTOP INC
$15.2M
REXRREXFORD INDL RLTY INC
$15.1M
CLVTCLARIVATE PLC
$15.1M
LYBLYONDELLBASELL INDUSTRIES N
$14.9M
SHOPSHOPIFY INC
$14.5M
MOSMOSAIC CO NEW
$14.4M
ABALLIANCEBERNSTEIN HLDG L P
$13.9M
ADBEADOBE SYSTEMS INCORPORATED
$13.9M
JEFJEFFERIES FINL GROUP INC
$13.7M
BACBK OF AMERICA CORP
$13.5M
KSUEURKANSAS CITY SOUTHERN
$13.2M
EATBRINKER INTL INC
$13.1M
NXPINXP SEMICONDUCTORS N V
$13.1M
DELLDELL TECHNOLOGIES INC
$13.0M
RTXRAYTHEON TECHNOLOGIES CORP
$13.0M
GPIGROUP 1 AUTOMOTIVE INC
$13.0M
CFGCITIZENS FINL GROUP INC
$12.7M
IPGINTERPUBLIC GROUP COS INC
$12.4M
MOALTRIA GROUP INC
$12.4M
DHID R HORTON INC
$12.4M
AAALCOA CORP
$12.3M
UBSUBS GROUP AG
$12.1M
NTAPNETAPP INC
$12.0M
LAMRLAMAR ADVERTISING CO NEW
$11.9M
OCOWENS CORNING NEW
$11.7M
PHMPULTE GROUP INC
$11.6M
ABTABBOTT LABS
$11.6M
RFREGIONS FINANCIAL CORP NEW
$11.6M
KBHKB HOME
$11.5M
VTYVERINT SYS INC
$11.0M
MUMICRON TECHNOLOGY INC
$10.9M
LULULULULEMON ATHLETICA INC
$10.8M
GSHDGOOSEHEAD INS INC
$10.7M
XECEURCIMAREX ENERGY CO
$10.6M
BFAMBRIGHT HORIZONS FAM SOL IN D
$10.2M
AMGNAMGEN INC
$10.1M
LAZLAZARD LTD
$10.0M
SAILEURSAILPOINT TECHNOLOGIES HLDGS
$9.6M
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