Artemis Investment Management LLP Q4 2024 Filing

Filed January 16, 2025

Portfolio Value

$7.0B

Holdings

201

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (201 positions)

StockValue
NVDANVIDIA CORPORATION
$331.0M
MSFTMICROSOFT CORP
$267.0M
AMZNAMAZON COM INC
$256.4M
FLUTFLUTTER ENTMT PLC
$139.0M
METAMETA PLATFORMS INC
$135.1M
GSGOLDMAN SACHS GROUP INC
$117.0M
SAIASAIA INC
$113.8M
BURLBURLINGTON STORES INC
$113.2M
GMGENERAL MTRS CO
$110.2M
JEFJEFFERIES FINL GROUP INC
$109.4M
IPINTERNATIONAL PAPER CO
$108.7M
AVGOBROADCOM INC
$103.6M
VMCVULCAN MATLS CO
$103.4M
JLLJONES LANG LASALLE INC
$99.8M
ORCLORACLE CORP
$96.6M
WFCWELLS FARGO CO NEW
$96.6M
PCGPG&E CORP
$91.1M
FISVFISERV INC
$87.3M
PHPARKER-HANNIFIN CORP
$87.0M
WDCWESTERN DIGITAL CORP
$86.0M
ABBVABBVIE INC
$86.0M
GOOGLALPHABET INC
$82.5M
AVTRAVANTOR INC
$81.8M
BLDRBUILDERS FIRSTSOURCE INC
$81.7M
ALSALLSTATE CORP
$77.4M
WMTWALMART INC
$77.4M
FWONALIBERTY MEDIA CORP DEL
$73.8M
HRIHERC HLDGS INC
$71.2M
EXPEAGLE MATLS INC
$66.8M
RYAAYRYANAIR HOLDINGS PLC
$66.1M
CEGCONSTELLATION ENERGY CORP
$64.7M
FLRFLUOR CORP NEW
$61.8M
SYKSTRYKER CORPORATION
$60.1M
CTVACORTEVA INC
$59.6M
CRBGCOREBRIDGE FINL INC
$56.8M
AXONAXON ENTERPRISE INC
$56.5M
ITGARTNER INC
$56.1M
BRBRBELLRING BRANDS INC
$56.0M
PNFPPINNACLE FINL PARTNERS INC
$55.2M
AAPLAPPLE INC
$55.1M
VSTVISTRA CORP
$53.8M
CLHCLEAN HARBORS INC
$53.1M
NVTNVENT ELECTRIC PLC
$52.0M
RHCRH PLC
$51.1M
TSLATESLA INC
$49.5M
PLMRPALOMAR HLDGS INC
$48.1M
CPRTCOPART INC
$47.7M
KKRKKR & CO INC
$47.6M
CHRCHURCHILL DOWNS INC
$47.5M
COFCAPITAL ONE FINL CORP
$46.9M
AFRMAFFIRM HLDGS INC
$46.9M
LLYELI LILLY & CO
$46.6M
EQHEQUITABLE HLDGS INC
$46.0M
ZTSZOETIS INC
$44.6M
CNMCORE & MAIN INC
$43.5M
PGRPROGRESSIVE CORP
$43.3M
BKRBAKER HUGHES COMPANY
$43.2M
GMEDGLOBUS MED INC
$42.8M
FIXCOMFORT SYS USA INC
$42.6M
BLKBLACKROCK INC
$40.5M
KEXKIRBY CORP
$40.5M
HHYATT HOTELS CORP
$40.5M
FOURSHIFT4 PMTS INC
$40.5M
HLTHILTON WORLDWIDE HLDGS INC
$38.8M
PBRPETROLEO BRASILEIRO SA PETRO
$38.6M
MIRMIRION TECHNOLOGIES INC
$38.2M
SNSHARKNINJA INC
$38.0M
ZIONZIONS BANCORPORATION N A
$37.0M
BEBLOOM ENERGY CORP
$36.5M
BOOTBOOT BARN HLDGS INC
$36.4M
ICEINTERCONTINENTAL EXCHANGE IN
$33.7M
TRUTRANSUNION
$33.6M
CBZCBIZ INC
$32.2M
EVREVERCORE INC
$32.2M
HESMHESS MIDSTREAM LP
$31.5M
RHRH
$31.4M
AZEKAZEK CO INC
$31.4M
HLNEHAMILTON LANE INC
$30.4M
MCOMOODYS CORP
$29.4M
ENOVENOVIS CORPORATION
$29.2M
ISRGINTUITIVE SURGICAL INC
$28.1M
BNSBANK NOVA SCOTIA HALIFAX
$27.5M
LPLALPL FINL HLDGS INC
$27.0M
INDIINDIE SEMICONDUCTOR INC
$26.5M
FISFIDELITY NATL INFORMATION SV
$26.4M
KNSLKINSALE CAP GROUP INC
$26.2M
EMBJEMBRAER S.A.
$25.9M
MKSIMKS INSTRS INC
$25.7M
KFYKORN FERRY
$25.4M
SPGSIMON PPTY GROUP INC NEW
$24.7M
PFGCPERFORMANCE FOOD GROUP CO
$24.6M
USFDUS FOODS HLDG CORP
$24.1M
AMDADVANCED MICRO DEVICES INC
$22.8M
MUMICRON TECHNOLOGY INC
$22.7M
RGENREPLIGEN CORP
$22.1M
NINISOURCE INC
$21.8M
CCOCAMECO CORP
$21.6M
SWSMURFIT WESTROCK PLC
$21.5M
RPCP10 INC
$21.0M
WSTWEST PHARMACEUTICAL SVSC INC
$20.9M
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