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
SIVBEURSVB FINANCIAL GROUP
$45.3M
VMIVALMONT INDS INC
$44.8M
ACNACCENTURE PLC IRELAND
$43.7M
XOMEXXON MOBIL CORP
$43.3M
AVYAVERY DENNISON CORP
$41.6M
BCBRUNSWICK CORP
$41.5M
PKNPERKINELMER INC
$39.4M
BFHALLIANCE DATA SYSTEMS CORP
$38.2M
DISDISNEY WALT CO
$36.6M
EBAEBAY INC.
$35.5M
SMARGBPSMARTSHEET INC
$35.2M
BNSBANK NOVA SCOTIA B C
$34.0M
ACHOWENS & MINOR INC NEW
$33.7M
AIGAMERICAN INTL GROUP INC
$33.4M
AZEKAZEK CO INC
$32.6M
BSXBOSTON SCIENTIFIC CORP
$32.2M
QCOMQUALCOMM INC
$31.4M
FTVFORTIVE CORP
$30.7M
WYWEYERHAEUSER CO MTN BE
$30.5M
PNCPNC FINL SVCS GROUP INC
$30.2M
FCXFREEPORT-MCMORAN INC
$29.5M
CRMSALESFORCE COM INC
$29.0M
GHGUARDANT HEALTH INC
$28.9M
BTAIEURBIOXCEL THERAPEUTICS INC
$28.6M
AG8AGILENT TECHNOLOGIES INC
$28.5M
PLDPROLOGIS INC.
$28.5M
ZEN1EURZENDESK INC
$28.4M
OMCOMNICOM GROUP INC
$27.6M
CITUSDCIT GROUP INC
$27.6M
CLCOLGATE PALMOLIVE CO
$27.5M
INFYINFOSYS LTD
$27.2M
FRCBFIRST REP BK SAN FRANCISCO C
$26.9M
FNDFLOOR & DECOR HLDGS INC
$26.7M
ETSYETSY INC
$25.6M
HESHESS CORP
$25.4M
CGNXCOGNEX CORP
$25.3M
NFLXNETFLIX INC
$25.3M
ADSKAUTODESK INC
$24.8M
WEXWEX INC
$24.6M
ILMNILLUMINA INC
$24.5M
TRMBTRIMBLE INC
$24.3M
BMBLBUMBLE INC
$24.1M
TPRTAPESTRY INC
$22.6M
ESTCELASTIC N V
$22.6M
USERTESTING INC
$21.9M
WMTWALMART INC
$21.5M
OMFONEMAIN HLDGS INC
$21.4M
MQMARQETA INC
$21.1M
ENOVCOLFAX CORP
$21.0M
WINGWINGSTOP INC
$21.0M
ADIANALOG DEVICES INC
$20.7M
TMUST-MOBILE US INC
$20.2M
UBSUBS GROUP AG
$20.1M
TDCTERADATA CORP DEL
$18.0M
STLASTELLANTIS N.V
$17.8M
PBRPETROLEO BRASILEIRO SA PETRO
$16.9M
MRKMERCK & CO INC
$16.7M
LPROOPEN LENDING CORP
$16.6M
0VVBVIACOMCBS INC
$16.2M
ARHSARHAUS INC
$16.0M
ABTABBOTT LABS
$15.8M
PENGSMART GLOBAL HLDGS INC
$15.6M
ROFKFORCE INC
$15.2M
APOEURAPOLLO GLOBAL MGMT INC
$15.1M
MRNAMODERNA INC
$15.1M
KKRKKR & CO INC
$14.9M
COTYCOTY INC
$14.4M
MCDMCDONALDS CORP
$14.3M
SPBSPECTRUM BRANDS HLDGS INC NE
$13.7M
HIRERIGHT HOLDINGS CORPORATI
$12.9M
STTSTATE STR CORP
$12.6M
TDTORONTO DOMINION BK ONT
$12.4M
CNCCENTENE CORP DEL
$12.1M
TMHCTAYLOR MORRISON HOME CORP
$11.9M
COSTCOSTCO WHSL CORP NEW
$11.8M
ARWARROW ELECTRS INC
$11.7M
STLDSTEEL DYNAMICS INC
$11.7M
CMCANADIAN IMP BK COMM
$11.3M
INTCINTEL CORP
$11.3M
AEISADVANCED ENERGY INDS
$11.2M
IPGINTERPUBLIC GROUP COS INC
$11.0M
FFWMFIRST FNDTN INC
$10.7M
ASMLASML HOLDING N V
$10.7M
MFCMANULIFE FINL CORP
$10.6M
LUVSOUTHWEST AIRLS CO
$10.5M
BKNGBOOKING HOLDINGS INC
$10.5M
NKENIKE INC
$10.3M
HUNHUNTSMAN CORP
$9.9M
CNHICNH INDL N V
$9.8M
HSIHEIDRICK & STRUGGLES INTL IN
$9.4M
EVREVERCORE INC
$9.4M
ABALLIANCEBERNSTEIN HLDG L P
$9.0M
BABAALIBABA GROUP HLDG LTD
$8.9M
SWKSTANLEY BLACK & DECKER INC
$8.8M
VVISA INC
$8.7M
AGNCAGNC INVT CORP
$8.7M
EWEDWARDS LIFESCIENCES CORP
$8.6M
BRLTBRILLIANT EARTH GROUP INC
$8.6M
UPSUNITED PARCEL SERVICE INC
$8.5M
TRTN-PATRITON INTL LTD
$8.4M
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