Artemis Investment Management LLP Q4 2023 Filing
Filed January 17, 2024
Portfolio Value
$6.9B
Holdings
210
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (210 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $402.0M |
AMZNAMAZON COM INC | $323.0M |
METAMETA PLATFORMS INC | $212.0M |
AVTRAVANTOR INC | $181.0M |
EXPEAGLE MATLS INC | $174.0M |
WFCWELLS FARGO CO NEW | $163.0M |
NVDANVIDIA CORPORATION | $160.0M |
WDCWESTERN DIGITAL CORP. | $154.0M |
SAIASAIA INC | $139.0M |
BLDRBUILDERS FIRSTSOURCE INC | $138.0M |
PCGPG&E CORP | $137.0M |
CLHCLEAN HARBORS INC | $127.0M |
MCKMCKESSON CORP | $118.0M |
CEGCONSTELLATION ENERGY CORP | $107.0M |
BKRBAKER HUGHES COMPANY | $106.0M |
BURLBURLINGTON STORES INC | $93.0M |
BXBLACKSTONE INC | $88.0M |
TFIITFI INTL INC | $87.0M |
GOOGALPHABET INC | $87.0M |
BLDTOPBUILD CORP | $86.0M |
AAPLAPPLE INC | $80.0M |
PBRPETROLEO BRASILEIRO SA PETRO | $78.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $77.0M |
INTCINTEL CORP | $75.0M |
ITGARTNER INC | $74.0M |
RHCRH PLC | $67.0M |
ABBVABBVIE INC | $67.0M |
LINLINDE PLC | $66.0M |
HLTHILTON WORLDWIDE HLDGS INC | $64.0M |
LWLAMB WESTON HLDGS INC | $61.0M |
RYAAYRYANAIR HOLDINGS PLC | $59.0M |
CPRTCOPART INC | $57.0M |
DOWDOW INC | $56.0M |
ELFE L F BEAUTY INC | $54.0M |
WMTWALMART INC | $54.0M |
MCOMOODYS CORP | $53.0M |
ADMARCHER DANIELS MIDLAND CO | $52.0M |
GOOGLALPHABET INC | $51.0M |
FERGFERGUSON PLC NEW | $51.0M |
AZEKAZEK CO INC | $50.0M |
AMDADVANCED MICRO DEVICES INC | $48.0M |
VVISA INC | $47.0M |
NVTNVENT ELECTRIC PLC | $46.0M |
VMCVULCAN MATLS CO | $45.0M |
AONAON PLC | $44.0M |
PNFPPINNACLE FINL PARTNERS INC | $44.0M |
QRVOQORVO INC | $43.0M |
MRSHMARSH & MCLENNAN COS INC | $43.0M |
CNMCORE & MAIN INC | $43.0M |
BACVERIZON COMMUNICATIONS INC | $41.0M |
MTHMERITAGE HOMES CORP | $40.0M |
ZTSZOETIS INC | $40.0M |
INDVINDIVIOR PLC | $40.0M |
BRBRBELLRING BRANDS INC | $37.0M |
GILDGILEAD SCIENCES INC | $37.0M |
FIXCOMFORT SYS USA INC | $35.0M |
7HPHP INC | $35.0M |
ELVELEVANCE HEALTH INC | $34.0M |
POOLPOOL CORP | $34.0M |
CHRCHURCHILL DOWNS INC | $33.0M |
STESTERIS PLC | $32.0M |
CMACOMERICA INC | $31.0M |
DTDYNATRACE INC | $30.0M |
WFRDWEATHERFORD INTL PLC | $29.0M |
COTYCOTY INC | $29.0M |
HUMHUMANA INC | $29.0M |
ENOVENOVIS CORPORATION | $28.0M |
ZIONZIONS BANCORPORATION N A | $28.0M |
FLRFLUOR CORP NEW | $28.0M |
AXONAXON ENTERPRISE INC | $27.0M |
GSGOLDMAN SACHS GROUP INC | $27.0M |
ICLRICON PLC | $27.0M |
VSTVISTRA CORP | $25.0M |
LPLALPL FINL HLDGS INC | $25.0M |
PFGCPERFORMANCE FOOD GROUP CO | $24.0M |
NOVNOV INC | $24.0M |
WYWEYERHAEUSER CO MTN BE | $24.0M |
PGRPROGRESSIVE CORP | $24.0M |
NTRANATERA INC | $24.0M |
XOMEXXON MOBIL CORP | $23.0M |
HESHESS CORP | $22.0M |
RGENREPLIGEN CORP | $22.0M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $21.0M |
FISVFISERV INC | $21.0M |
ORCLORACLE CORP | $21.0M |
ROSTROSS STORES INC | $20.0M |
CECELANESE CORP DEL | $19.0M |
STLASTELLANTIS N.V | $18.0M |
CALXCALIX INC | $18.0M |
CRBGCOREBRIDGE FINL INC | $18.0M |
WSCWILLSCOT MOBIL MINI HLDNG CO | $18.0M |
ALVAUTOLIV INC | $18.0M |
ARESARES MANAGEMENT CORPORATION | $17.0M |
JPMJPMORGAN CHASE & CO | $16.0M |
NKENIKE INC | $16.0M |
MAMASTERCARD INCORPORATED | $15.0M |
XIFRNEXTERA ENERGY PARTNERS LP | $15.0M |
ELLAUDER ESTEE COS INC | $14.0M |
QLYSQUALYS INC | $13.0M |
CCOCAMECO CORP | $13.0M |
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