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Artemis Investment Management LLP

Q1 2025 · 13F-HR

Artemis Investment Management LLPholdings as filed

Filed 2025-04-24 · accession 0001535385-25-000002

$6.52B
Reported value
194
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$215.3M3.30%1,986,830CommonSOLE
594918104MSFTMICROSOFT CORP$190.6M2.92%507,831CommonSOLE
023135106AMZNAMAZON COM INC$176.9M2.71%929,804CommonSOLE
460146103IPINTERNATIONAL PAPER CO$142.0M2.18%2,662,734CommonSOLE
30303M102METAMETA PLATFORMS INC$130.1M1.99%225,670CommonSOLE
949746101WMT2WELLS FARGO CO NEW$125.2M1.92%1,744,072CommonSOLE
122017106BURLBURLINGTON STORES INC$122.7M1.88%514,699CommonSOLE
00287Y109ABBVABBVIE INC$118.7M1.82%566,760CommonSOLE
020002101ALLALLSTATE CORP$117.5M1.80%567,274CommonSOLE
191216100KOCOCA COLA CO$116.7M1.79%1,629,268CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$109.6M1.68%498,550CommonSOLE
37045V100GMGENERAL MTRS CO$100.8M1.55%2,144,067CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$87.4M1.34%1,458,753CommonSOLE
496902404KGCKINROSS GOLD CORP$86.7M1.33%6,876,921CommonSOLE
21874C102CNMCORE & MAIN INC$86.6M1.33%1,791,935CommonSOLE
428103105HESMHESS MIDSTREAM LP$83.3M1.28%1,969,448CommonSOLE
199908104FIXCOMFORT SYS USA INC$80.0M1.23%248,238CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$79.7M1.22%444,690CommonSOLE
05464C101AXONAXON ENTERPRISE INC$79.1M1.21%150,351CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$78.9M1.21%734,023CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$77.3M1.18%465,371CommonSOLE
701094104PHPARKER-HANNIFIN CORP$76.2M1.17%125,322CommonSOLE
69331C108PCGPG&E CORP$74.9M1.15%4,361,914CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$73.0M1.12%532,554CommonSOLE
931142103WMTWALMART INC$72.2M1.11%822,767CommonSOLE
G29183103ETNEATON CORP PLC$71.7M1.10%263,863CommonSOLE
337738108FISVFISERV INC$70.2M1.08%317,859CommonSOLE
22052L104CTVACORTEVA INC$68.8M1.05%1,093,570CommonSOLE
98978V103ZTSZOETIS INC$68.1M1.04%413,839CommonSOLE
02079K305GOOGLALPHABET INC$68.1M1.04%440,493CommonSOLE
863667101SYKSTRYKER CORPORATION$67.8M1.04%182,073CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$67.2M1.03%271,053CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$66.7M1.02%584,357CommonSOLE
72703H101PLNTPLANET FITNESS INC$64.8M0.99%671,073CommonSOLE
07831C103BRBRBELLRING BRANDS INC$62.6M0.96%841,312CommonSOLE
532457108LLYELI LILLY & CO$62.0M0.95%75,068CommonSOLE
929160109VMCVULCAN MATLS CO$59.7M0.91%255,803CommonSOLE
172967424CCITIGROUP INC$59.3M0.91%835,677CommonSOLE
65473P105NINISOURCE INC$58.2M0.89%1,451,104CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$57.2M0.88%538,997CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$57.0M0.87%771,938CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$56.1M0.86%3,908,771CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$55.9M0.86%1,065,462CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$54.5M0.84%1,285,747CommonSOLE
379577208GMEDGLOBUS MED INC$52.7M0.81%720,593CommonSOLE
037833100AAPLAPPLE INC$50.6M0.78%227,980CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$50.0M0.77%695,949CommonSOLE
05352A100AVTRAVANTOR INC$48.0M0.74%2,963,239CommonSOLE
124805102CBZCBIZ INC$47.9M0.73%631,893CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$46.8M0.72%1,291,483CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$43.8M0.67%88,031CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$43.5M0.67%2,998,435CommonSOLE
743315103PGRPROGRESSIVE CORP$43.1M0.66%152,238CommonSOLE
343412102FLRFLUOR CORP NEW$42.6M0.65%1,189,583CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$42.2M0.65%468,827CommonSOLE
500643200KFYKORN FERRY$42.1M0.65%620,521CommonSOLE
78709Y105SAIASAIA INC$41.8M0.64%119,721CommonSOLE
21871X109CRBGCOREBRIDGE FINL INC$41.8M0.64%1,322,705CommonSOLE
759916109RGENREPLIGEN CORP$41.1M0.63%323,229CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$40.5M0.62%777,625CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$40.3M0.62%746,730CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$39.7M0.61%72,681CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$39.4M0.60%80,924CommonSOLE
497266106KEXKIRBY CORP$38.9M0.60%385,177CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$38.8M0.59%78,337CommonSOLE
989701107ZIONZIONS BANCORPORATION N A$38.3M0.59%768,556CommonSOLE
50212V100LPLALPL FINL HLDGS INC$37.5M0.58%114,780CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$37.2M0.57%163,281CommonSOLE
11135F101AVGOBROADCOM INC$36.1M0.55%215,426CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$34.9M0.53%2,558,102CommonSOLE
217204106CPRTCOPART INC$34.6M0.53%611,627CommonSOLE
958102105WDCWESTERN DIGITAL CORP$33.8M0.52%835,313CommonSOLE
26969P108EXPEAGLE MATLS INC$31.4M0.48%141,546CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$30.8M0.47%613,502CommonSOLE
912008109USFDUS FOODS HLDG CORP$30.5M0.47%466,238CommonSOLE
19247G107COHRCOHERENT CORP$30.1M0.46%462,845CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$29.4M0.45%145,891CommonSOLE
366651107ITGARTNER INC$29.3M0.45%69,724CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$28.9M0.44%231,184CommonSOLE
632307104NTRANATERA INC$28.1M0.43%198,778CommonSOLE
29082A107EMBJEMBRAER S.A.$27.2M0.42%588,319CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$26.9M0.41%598,432CommonSOLE
69376K106RPCP10 INC$26.6M0.41%2,264,880CommonSOLE
194014502ENOVENOVIS CORPORATION$26.6M0.41%696,118CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$25.9M0.40%47,166CommonSOLE
615369105MCOMOODYS CORP$25.3M0.39%54,389CommonSOLE
093712107BEBLOOM ENERGY CORP$25.3M0.39%1,286,256CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$25.1M0.38%412,034CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$24.6M0.38%283,528CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$24.1M0.37%450,043CommonSOLE
512807306LRCXLAM RESEARCH CORP$24.1M0.37%331,594CommonSOLE
171484108CHDNCHURCHILL DOWNS INC$23.9M0.37%215,225CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$23.5M0.36%521,905CommonSOLE
69351T106PPLPPL CORP$23.3M0.36%645,743CommonSOLE
78409V104SPGIS&P GLOBAL INC$22.5M0.35%44,373CommonSOLE
443628102HBMHUDBAY MINERALS INC$20.5M0.31%2,701,243CommonSOLE
55306N104MKSIMKS INSTRS INC$20.2M0.31%251,799CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$19.3M0.30%195,952CommonSOLE
125896100CMSCMS ENERGY CORP$19.2M0.29%255,456CommonSOLE
224408104CRCRANE COMPANY$18.8M0.29%122,957CommonSOLE
G2519Y108BAPCREDICORP LTD$18.3M0.28%98,100CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$17.9M0.28%408,236CommonSOLE
407497106HLNEHAMILTON LANE INC$17.6M0.27%118,540CommonSOLE
595112103MUMICRON TECHNOLOGY INC$17.6M0.27%202,582CommonSOLE
82452J109FOURSHIFT4 PMTS INC$17.2M0.26%210,561CommonSOLE
05478C105AZEKAZEK CO INC$17.1M0.26%349,368CommonSOLE
268150109DTDYNATRACE INC$17.0M0.26%360,134CommonSOLE
79466L302CRMSALESFORCE INC$16.8M0.26%62,663CommonSOLE
48251W104KKRKKR & CO INC$16.6M0.25%143,834CommonSOLE
02209S103MOALTRIA GROUP INC$16.5M0.25%274,287CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$16.4M0.25%98,988CommonSOLE
80004C200SNDKSANDISK CORP$16.3M0.25%341,519CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$15.8M0.24%91,465CommonSOLE
717081103PFEPFIZER INC$14.8M0.23%584,206CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$14.8M0.23%242,131CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$14.6M0.22%59,405CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$13.3M0.20%6,541,297CommonSOLE
235851102DHRDANAHER CORPORATION$13.2M0.20%64,514CommonSOLE
74164M108PRIPRIMERICA INC$13.0M0.20%45,604CommonSOLE
58155Q103MCKMCKESSON CORP$12.9M0.20%19,239CommonSOLE
M6372Q113KRNTKORNIT DIGITAL LTD$12.9M0.20%673,832CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$12.8M0.20%162,172CommonSOLE
682680103OKEONEOK INC NEW$12.2M0.19%122,674CommonSOLE
30063P105EXKEXACT SCIENCES CORP$11.6M0.18%268,600CommonSOLE
747525103QCOMQUALCOMM INC$11.6M0.18%75,508CommonSOLE
294429105EFXEQUIFAX INC$11.1M0.17%45,519CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.0M0.17%21,025CommonSOLE
88160R101TSLATESLA INC$11.0M0.17%42,312CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$10.8M0.17%153,484CommonSOLE
254687106DISDISNEY WALT CO$10.3M0.16%104,403CommonSOLE
17275R102CSCOCISCO SYS INC$10.0M0.15%161,959CommonSOLE
025816109AXPAMERICAN EXPRESS CO$9.4M0.14%34,950CommonSOLE
375558103GILDGILEAD SCIENCES INC$9.4M0.14%83,554CommonSOLE
00187Y100APGAPI GROUP CORP$9.3M0.14%258,852CommonSOLE
833445109SNOWSNOWFLAKE INC$9.1M0.14%62,195CommonSOLE
89346D107TACTRANSALTA CORP$8.8M0.13%942,962CommonSOLE
088606108BHPBHP GROUP LTD$8.7M0.13%179,927CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$8.0M0.12%125,652CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$8.0M0.12%77,541CommonSOLE
127097103CTRACOTERRA ENERGY INC$7.9M0.12%274,701CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7.9M0.12%57,401CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$7.8M0.12%76,128CommonSOLE
422806109HEIHEICO CORP NEW$7.6M0.12%28,489CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$7.5M0.12%26,609CommonSOLE
871607107SNPSSYNOPSYS INC$7.5M0.12%17,509CommonSOLE
402635502GPORGULFPORT ENERGY CORP$7.4M0.11%40,270CommonSOLE
13321L108CCJCAMECO CORP$7.3M0.11%177,063CommonSOLE
872540109TJXTJX COS INC NEW$7.0M0.11%57,392CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$6.8M0.10%128,290CommonSOLE
013091103ACIALBERTSONS COS INC$6.8M0.10%308,832CommonSOLE
742718109PGPROCTER AND GAMBLE CO$6.6M0.10%38,520CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$6.2M0.10%333,897CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$6.0M0.09%158,954CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$5.9M0.09%79,333CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$5.9M0.09%108,588CommonSOLE
G6683N103NUNU HLDGS LTD$5.7M0.09%556,410CommonSOLE
G0403H108AONAON PLC$5.7M0.09%14,265CommonSOLE
G2891G204DIVERSIFIED ENERGY COMPANY P$5.6M0.09%412,027CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$5.3M0.08%67,670CommonSOLE
M87915274TSEMTOWER SEMICONDUCTOR LTD$5.2M0.08%146,667CommonSOLE
L44385109GLOBGLOBANT S A$5.2M0.08%44,058CommonSOLE
902494103TSNTYSON FOODS INC$5.1M0.08%79,859CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$5.1M0.08%31,858CommonSOLE
03073E105CORCENCORA INC$5.1M0.08%18,217CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.0M0.08%30,360CommonSOLE
858119100STLDSTEEL DYNAMICS INC$4.9M0.07%38,995CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$4.8M0.07%59,574CommonSOLE
64110L106NFLXNETFLIX INC$4.6M0.07%4,907CommonSOLE
G25508105CRHCRH PLC$4.5M0.07%51,305CommonSOLE
09260D107BXBLACKSTONE INC$4.5M0.07%32,278CommonSOLE
907818108UNPUNION PAC CORP$4.4M0.07%18,693CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$4.2M0.06%97,260CommonSOLE
682189105ONON SEMICONDUCTOR CORP$3.8M0.06%94,083CommonSOLE
256135203RDYDR REDDYS LABS LTD$3.7M0.06%281,530CommonSOLE
88162G103TTEKTETRA TECH INC NEW$3.1M0.05%104,706CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$2.6M0.04%19,278CommonSOLE
91529Y106UNMUNUM GROUP$2.5M0.04%30,393CommonSOLE
57686G105MATXMATSON INC$2.4M0.04%19,105CommonSOLE
231021106CMICUMMINS INC$2.4M0.04%7,747CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.4M0.04%6,897CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$2.4M0.04%124,105CommonSOLE
040413205ANETARISTA NETWORKS INC$2.3M0.04%30,022CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$2.2M0.03%294,795CommonSOLE
45104G104IBNICICI BANK LIMITED$1.3M0.02%40,767CommonSOLE
N3167Y103RACEFERRARI N V$793,6640.01%1,870CommonSOLE
40415F101HDBHDFC BANK LTD$730,3080.01%10,992CommonSOLE
G0260P102ASAMER SPORTS INC$574,1600.01%21,480CommonSOLE
H5919C104ONONON HLDG AG$558,4430.01%12,715CommonSOLE
751212101RLRALPH LAUREN CORP$513,0000.01%2,324CommonSOLE
571903202MARMARRIOTT INTL INC NEW$388,9810.01%1,633CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$371,3210.01%3,321CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$322,9180.00%1,085CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$292,8950.00%669CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$232,8840.00%395CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.