Artemis Investment Management LLP Q4 2021 Filing

Filed February 8, 2022

Portfolio Value

$13.8B

Holdings

261

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (261 positions)

StockValue
GOOGALPHABET INC
$545.5M
AAPLAPPLE INC
$543.9M
MSFTMICROSOFT CORP
$453.1M
AMZNAMAZON COM INC
$363.1M
PFEPFIZER INC
$277.5M
METAMETA PLATFORMS INC
$276.7M
TQJSIGNATURE BK NEW YORK N Y
$267.5M
TMOTHERMO FISHER SCIENTIFIC INC
$267.2M
LOWLOWES COS INC
$230.9M
SAIASAIA INC
$226.4M
CSCOCISCO SYS INC
$221.6M
AVGOBROADCOM INC
$217.6M
ELVANTHEM INC
$206.7M
NSCNORFOLK SOUTHN CORP
$197.9M
SPLKCHFSPLUNK INC
$175.6M
POOLPOOL CORP
$169.8M
ZTSZOETIS INC
$168.8M
TECHBIO-TECHNE CORP
$164.7M
JPMJPMORGAN CHASE & CO
$155.0M
ALLYALLY FINL INC
$154.5M
CHRCHURCHILL DOWNS INC
$147.2M
LINLINDE PLC
$144.8M
PLNTPLANET FITNESS INC
$144.8M
AGCOAGCO CORP
$142.6M
GSGOLDMAN SACHS GROUP INC
$140.9M
DARDARLING INGREDIENTS INC
$137.4M
AXPAMERICAN EXPRESS CO
$132.7M
TTTRANE TECHNOLOGIES PLC
$132.4M
PCARPACCAR INC
$128.3M
LPLALPL FINL HLDGS INC
$122.9M
WMSADVANCED DRAIN SYS INC DEL
$120.4M
8INSYNEOS HEALTH INC
$119.0M
EXPEEXPEDIA GROUP INC
$106.8M
SHWSHERWIN WILLIAMS CO
$106.3M
XIFRNEXTERA ENERGY PARTNERS LP
$106.1M
BUWABIO RAD LABS INC
$105.7M
T7DTRANSDIGM GROUP INC
$98.3M
CECELANESE CORP DEL
$92.3M
TRUTRANSUNION
$87.5M
WDCWESTERN DIGITAL CORP.
$87.4M
EQHEQUITABLE HLDGS INC
$87.1M
KRNTKORNIT DIGITAL LTD
$85.8M
VSCOVICTORIAS SECRET AND CO
$84.7M
TFIITFI INTL INC
$83.6M
CLHCLEAN HARBORS INC
$80.2M
INTUINTUIT
$79.1M
AMATAPPLIED MATLS INC
$78.7M
PNFPPINNACLE FINL PARTNERS INC
$77.0M
SPGSIMON PPTY GROUP INC NEW
$74.8M
XLNXEURXILINX INC
$73.4M
GXOGXO LOGISTICS INCORPORATED
$71.8M
BURLBURLINGTON STORES INC
$70.1M
TRVCCITIGROUP INC
$67.4M
UNHUNITEDHEALTH GROUP INC
$67.3M
SUMO2EURSUMO LOGIC INC
$67.0M
NVDANVIDIA CORPORATION
$66.9M
AVBAVALONBAY CMNTYS INC
$65.5M
JEFJEFFERIES FINL GROUP INC
$65.3M
IQVIQVIA HLDGS INC
$64.5M
DOOBRP INC
$64.3M
CAZOO GROUP LTD
$63.9M
ISRGINTUITIVE SURGICAL INC
$63.4M
GOOGLALPHABET INC
$63.3M
METMETLIFE INC
$63.0M
BBWIBATH & BODY WORKS INC
$62.0M
AXONAXON ENTERPRISE INC
$61.5M
KHCKRAFT HEINZ CO
$61.1M
JECUSDJACOBS ENGR GROUP INC
$60.6M
UNPUNION PAC CORP
$60.3M
TAPMOLSON COORS BEVERAGE CO
$60.1M
7HPHP INC
$60.1M
FERGFERGUSON PLC NEW
$59.8M
GSHDGOOSEHEAD INS INC
$58.9M
MAMASTERCARD INCORPORATED
$58.8M
TJXTJX COS INC NEW
$57.8M
ADMARCHER DANIELS MIDLAND CO
$57.2M
PPLPPL CORP
$56.9M
TSLATESLA INC
$56.3M
S9QSPIRIT AEROSYSTEMS HLDGS INC
$55.8M
WEAWESTERN ALLIANCE BANCORP
$54.4M
FIVEFIVE BELOW INC
$54.3M
WOOFPETCO HEALTH & WELLNESS CO I
$54.1M
ABBVABBVIE INC
$54.0M
LEVILEVI STRAUSS & CO NEW
$53.9M
MRSHMARSH & MCLENNAN COS INC
$53.6M
COPCONOCOPHILLIPS
$53.0M
WSCWILLSCOT MOBIL MINI HLDNG CO
$53.0M
TENBTENABLE HLDGS INC
$52.6M
UPSTUPSTART HLDGS INC
$51.7M
ITTITT INC
$50.9M
MRVIMARAVAI LIFESCIENCES HLDGS I
$50.4M
VONAGE HLDGS CORP
$50.1M
BXMTBLACKSTONE MTG TR INC
$50.0M
NVSTENVISTA HOLDINGS CORPORATION
$49.7M
CRWDCROWDSTRIKE HLDGS INC
$49.5M
CVSCVS HEALTH CORP
$49.2M
PGPROCTER AND GAMBLE CO
$48.0M
KLACKLA CORP
$47.4M
EFXEQUIFAX INC
$47.2M
PACWUSDPACWEST BANCORP DEL
$46.3M
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