Artemis Investment Management LLP Q4 2022 Filing
Filed January 25, 2023
Portfolio Value
$8.8B
Holdings
220
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (220 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $408.8M |
KHCKRAFT HEINZ CO | $193.0M |
PCGPG&E CORP | $185.1M |
CLHCLEAN HARBORS INC | $176.9M |
CEGCONSTELLATION ENERGY CORP | $174.8M |
MRKMERCK & CO INC | $171.7M |
WFCWELLS FARGO CO NEW | $168.0M |
AAPLAPPLE INC | $167.4M |
LINLINDE PLC | $160.6M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $158.3M |
GOOGALPHABET INC | $157.4M |
WTWWILLIS TOWERS WATSON PLC LTD | $149.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $145.2M |
TMUST-MOBILE US INC | $139.5M |
BMYBRISTOL-MYERS SQUIBB CO | $136.1M |
DARDARLING INGREDIENTS INC | $126.4M |
JJACOBS SOLUTIONS INC | $124.9M |
CSCOCISCO SYS INC | $124.3M |
CICIGNA CORP NEW | $118.1M |
ADMARCHER DANIELS MIDLAND CO | $117.9M |
PFEPFIZER INC | $117.1M |
INTUINTUIT | $111.3M |
AMZNAMAZON COM INC | $109.1M |
ELVELEVANCE HEALTH INC | $108.8M |
AVGOBROADCOM INC | $107.4M |
ITGARTNER INC | $104.9M |
HESHESS CORP | $103.3M |
PLNTPLANET FITNESS INC | $98.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $97.5M |
NEENEXTERA ENERGY INC | $95.9M |
VMIVALMONT INDS INC | $94.9M |
POOLPOOL CORP | $94.2M |
NSCNORFOLK SOUTHN CORP | $92.2M |
COPCONOCOPHILLIPS | $91.5M |
VVISA INC | $88.7M |
SAIASAIA INC | $88.1M |
MCKMCKESSON CORP | $86.0M |
OVVOVINTIV INC | $85.9M |
ORCLORACLE CORP | $82.6M |
FERGFERGUSON PLC NEW | $81.0M |
—BUNGE LIMITED | $78.9M |
BURLBURLINGTON STORES INC | $77.8M |
LPLALPL FINL HLDGS INC | $77.1M |
ABBVABBVIE INC | $74.3M |
MAMASTERCARD INCORPORATED | $73.3M |
PNFPPINNACLE FINL PARTNERS INC | $72.2M |
XIFRNEXTERA ENERGY PARTNERS LP | $71.2M |
ADSKAUTODESK INC | $70.1M |
TWNKEURHOSTESS BRANDS INC | $66.5M |
NDAQNASDAQ INC | $66.4M |
NVSTENVISTA HOLDINGS CORPORATION | $63.3M |
VMCVULCAN MATLS CO | $62.0M |
DLTRDOLLAR TREE INC | $61.0M |
AXONAXON ENTERPRISE INC | $58.4M |
GOOGLALPHABET INC | $54.0M |
XOMEXXON MOBIL CORP | $53.5M |
WYWEYERHAEUSER CO MTN BE | $48.6M |
PSXPHILLIPS 66 | $47.2M |
CHRCHURCHILL DOWNS INC | $46.9M |
FLRFLUOR CORP NEW | $45.8M |
ARMKARAMARK | $45.3M |
UNHUNITEDHEALTH GROUP INC | $41.1M |
METAMETA PLATFORMS INC | $40.8M |
ZTSZOETIS INC | $39.8M |
TECHBIO-TECHNE CORP | $39.7M |
FRFIRST INDL RLTY TR INC | $39.7M |
MUMICRON TECHNOLOGY INC | $39.7M |
COSTCOSTCO WHSL CORP NEW | $39.0M |
IBMINTERNATIONAL BUSINESS MACHS | $38.7M |
BKRBAKER HUGHES COMPANY | $38.4M |
PFGCPERFORMANCE FOOD GROUP CO | $37.8M |
AVYAVERY DENNISON CORP | $37.1M |
TFIITFI INTL INC | $36.4M |
EOGEOG RES INC | $36.2M |
EQHEQUITABLE HLDGS INC | $36.0M |
HUMHUMANA INC | $34.8M |
ACNACCENTURE PLC IRELAND | $32.6M |
SLBSCHLUMBERGER LTD | $32.5M |
CLCOLGATE PALMOLIVE CO | $32.1M |
UNPUNION PAC CORP | $31.3M |
PKNPERKINELMER INC | $30.7M |
DALDELTA AIR LINES INC DEL | $30.2M |
NTRNUTRIEN LTD | $30.1M |
AG8AGILENT TECHNOLOGIES INC | $29.8M |
WMSADVANCED DRAIN SYS INC DEL | $29.5M |
PBRPETROLEO BRASILEIRO SA PETRO | $29.5M |
AWMSKYWORKS SOLUTIONS INC | $29.3M |
WEAWESTERN ALLIANCE BANCORP | $28.9M |
BTAIEURBIOXCEL THERAPEUTICS INC | $28.7M |
BLDRBUILDERS FIRSTSOURCE INC | $27.5M |
NTRANATERA INC | $26.8M |
MRSHMARSH & MCLENNAN COS INC | $26.7M |
NOVNOV INC | $26.5M |
FRCBFIRST REP BK SAN FRANCISCO C | $26.0M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $25.4M |
FCXFREEPORT-MCMORAN INC | $25.4M |
PGPROCTER AND GAMBLE CO | $25.1M |
CPRTCOPART INC | $24.7M |
HALHALLIBURTON CO | $24.5M |
TENBTENABLE HLDGS INC | $24.2M |
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