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Artemis Investment Management LLP

Q2 2025 · 13F-HR

Artemis Investment Management LLPholdings as filed

Filed 2025-08-11 · accession 0001535385-25-000003

$7.81B
Reported value
192
Positions
2025-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$364.2M4.67%2,304,976CommonSOLE
594918104MSFTMICROSOFT CORP$312.4M4.00%628,042CommonSOLE
023135106AMZNAMAZON COM INC$209.0M2.68%952,432CommonSOLE
30303M102METAMETA PLATFORMS INC$184.3M2.36%249,693CommonSOLE
882508104TXNTEXAS INSTRS INC$180.3M2.31%868,376CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$174.5M2.24%820,363CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$172.0M2.20%1,070,161CommonSOLE
949746101WMT2WELLS FARGO CO NEW$155.1M1.99%1,935,746CommonSOLE
02079K305GOOGLALPHABET INC$136.8M1.75%776,344CommonSOLE
G3643J108FLUTFLUTTER ENTMT PLC$131.7M1.69%463,125CommonSOLE
00287Y109ABBVABBVIE INC$126.0M1.61%678,596CommonSOLE
199908104FIXCOMFORT SYS USA INC$120.8M1.55%225,330CommonSOLE
172967424CCITIGROUP INC$101.4M1.30%1,190,980CommonSOLE
21874C102CNMCORE & MAIN INC$100.2M1.28%1,660,666CommonSOLE
496902404KGCKINROSS GOLD CORP$98.1M1.26%6,274,740CommonSOLE
11135F101AVGOBROADCOM INC$92.9M1.19%336,985CommonSOLE
224408104CRCRANE COMPANY$86.5M1.11%455,756CommonSOLE
428103105HESMHESS MIDSTREAM LP$82.1M1.05%2,132,543CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$81.7M1.05%1,415,846CommonSOLE
701094104PHPARKER-HANNIFIN CORP$78.4M1.00%112,181CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$77.2M0.99%301,727CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$75.6M0.97%711,633CommonSOLE
143658300CCL1EURCARNIVAL CORP$74.6M0.96%2,652,355CommonSOLE
42809H107HESHESS CORP$72.4M0.93%522,277CommonSOLE
72703H101PLNTPLANET FITNESS INC$71.2M0.91%653,131CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$70.7M0.91%1,292,186CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$68.1M0.87%471,961CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$67.9M0.87%998,472CommonSOLE
863667101SYKSTRYKER CORPORATION$67.7M0.87%171,064CommonSOLE
512807306LRCXLAM RESEARCH CORP$67.4M0.86%692,081CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$66.5M0.85%94,002CommonSOLE
D18190898DBDEUTSCHE BANK A G$65.6M0.84%2,211,023CommonSOLE
893641100TDGTRANSDIGM GROUP INC$65.2M0.84%42,903CommonSOLE
60471A101MIRMIRION TECHNOLOGIES INC$65.2M0.84%3,028,968CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$61.2M0.78%4,457,954CommonSOLE
093712107BEBLOOM ENERGY CORP$60.8M0.78%2,540,928CommonSOLE
191216100KOCOCA COLA CO$60.1M0.77%849,235CommonSOLE
500643200KFYKORN FERRY$60.0M0.77%818,063CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$59.9M0.77%1,381,408CommonSOLE
72651A207PAGPPLAINS GP HLDGS L P$59.6M0.76%3,066,462CommonSOLE
72346Q104PINNACLE FINL PARTNERS INC$58.3M0.75%527,842CommonSOLE
22052L104CTVACORTEVA INC$57.9M0.74%776,731CommonSOLE
020002101ALLALLSTATE CORP$57.8M0.74%286,895CommonSOLE
532457108LLYELI LILLY & CO$56.2M0.72%72,097CommonSOLE
G29183103ETNEATON CORP PLC$56.1M0.72%157,110CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$56.1M0.72%519,811CommonSOLE
343412102FLRFLUOR CORP NEW$55.2M0.71%1,076,940CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$54.9M0.70%602,164CommonSOLE
958102105WDCWESTERN DIGITAL CORP$54.8M0.70%855,948CommonSOLE
05464C101AXONAXON ENTERPRISE INC$54.4M0.70%65,683CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$53.9M0.69%95,844CommonSOLE
122017106BURLBURLINGTON STORES INC$53.1M0.68%228,207CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$51.1M0.66%656,090CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$50.4M0.65%156,308CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$50.3M0.64%1,044,938CommonSOLE
69753M105PLMRPALOMAR HLDGS INC$49.5M0.63%321,185CommonSOLE
037833100AAPLAPPLE INC$48.3M0.62%235,564CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$48.2M0.62%696,472CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$47.1M0.60%309,809CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$45.5M0.58%621,279CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$45.3M0.58%299,750CommonSOLE
29082A107EMBJEMBRAER S.A.$45.3M0.58%795,607CommonSOLE
87422Q109TLNTALEN ENERGY CORP$44.0M0.56%151,228CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$43.2M0.55%162,162CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$42.5M0.54%356,475CommonSOLE
37045V100GMGENERAL MTRS CO$41.9M0.54%850,924CommonSOLE
379577208GMEDGLOBUS MED INC$41.6M0.53%705,097CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$40.5M0.52%387,745CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$40.5M0.52%213,660CommonSOLE
65473P105NINISOURCE INC$40.4M0.52%1,001,162CommonSOLE
124805102CBZCBIZ INC$40.3M0.52%561,381CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$40.1M0.51%223,448CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$39.3M0.50%1,069,255CommonSOLE
55261F104MTBM & T BK CORP$39.1M0.50%201,704CommonSOLE
88557W101QFINQIFU TECHNOLOGY INC$38.7M0.50%892,063CommonSOLE
235851102DHRDANAHER CORPORATION$37.6M0.48%190,198CommonSOLE
50212V100LPLALPL FINL HLDGS INC$37.2M0.48%99,125CommonSOLE
G2519Y108BAPCREDICORP LTD$36.5M0.47%163,401CommonSOLE
278642103EBAYEBAY INC.$36.4M0.47%488,804CommonSOLE
912008109USFDUS FOODS HLDG CORP$35.0M0.45%454,435CommonSOLE
438516106HONHONEYWELL INTL INC$34.7M0.44%149,000CALLSOLE
337738108FISVFISERV INC$34.6M0.44%200,410CommonSOLE
743315103PGRPROGRESSIVE CORP$32.9M0.42%123,344CommonSOLE
G25508105CRHCRH PLC$31.9M0.41%347,019CommonSOLE
759916109RGENREPLIGEN CORP$31.7M0.41%254,871CommonSOLE
497266106KEXKIRBY CORP$31.7M0.41%279,291CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$31.5M0.40%2,518,451CommonSOLE
82452J109FOURSHIFT4 PMTS INC$31.3M0.40%315,683CommonSOLE
30063P105EXKEXACT SCIENCES CORP$29.2M0.37%549,614CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$28.2M0.36%502,746CommonSOLE
268150109DTDYNATRACE INC$27.3M0.35%494,648CommonSOLE
88162G103TTEKTETRA TECH INC NEW$26.8M0.34%746,543CommonSOLE
217204106CPRTCOPART INC$26.8M0.34%546,118CommonSOLE
254687106DISDISNEY WALT CO$26.6M0.34%214,278CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$25.8M0.33%301,517CommonSOLE
595112103MUMICRON TECHNOLOGY INC$25.5M0.33%207,055CommonSOLE
02005N100ALLYALLY FINL INC$25.2M0.32%645,732CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$25.0M0.32%1,465,909CommonSOLE
931142103WMTWALMART INC$24.9M0.32%254,589CommonSOLE
833445109SNOWSNOWFLAKE INC$24.8M0.32%110,663CommonSOLE
615369105MCOMOODYS CORP$24.6M0.32%49,035CommonSOLE
13321L108CCJCAMECO CORP$23.8M0.31%320,759CommonSOLE
19247G107COHRCOHERENT CORP$23.4M0.30%262,046CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$23.3M0.30%343,380CommonSOLE
G0403H108AONAON PLC$22.9M0.29%64,175CommonSOLE
929160109VMCVULCAN MATLS CO$22.4M0.29%85,752CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$22.0M0.28%154,844CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$21.9M0.28%480,184CommonSOLE
36828A101GEVGE VERNOVA INC$21.7M0.28%41,076CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$21.4M0.27%270,383CommonSOLE
443628102HBMHUDBAY MINERALS INC$20.9M0.27%1,969,928CommonSOLE
G68707101PAGSPAGSEGURO DIGITAL LTD$20.8M0.27%2,153,998CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$20.6M0.26%42,664CommonSOLE
00187Y100APGAPI GROUP CORP$20.4M0.26%398,883CommonSOLE
98978V103ZTSZOETIS INC$20.3M0.26%130,463CommonSOLE
125896100CMSCMS ENERGY CORP$20.2M0.26%291,216CommonSOLE
632307104NTRANATERA INC$20.1M0.26%118,837CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$19.8M0.25%36,510CommonSOLE
P31076105CPACOPA HOLDINGS SA$19.7M0.25%179,455CommonSOLE
670837103OGEOGE ENERGY CORP$19.4M0.25%436,692CommonSOLE
17275R102CSCOCISCO SYS INC$18.9M0.24%272,635CommonSOLE
460146103IPINTERNATIONAL PAPER CO$18.7M0.24%399,909CommonSOLE
88160R101TSLATESLA INC$18.5M0.24%58,135CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$18.2M0.23%80,353CommonSOLE
G2891G204DIVERSIFIED ENERGY COMPANY P$17.8M0.23%1,211,504CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$17.2M0.22%59,405CommonSOLE
717081103PFEPFIZER INC$16.9M0.22%698,642CommonSOLE
64110L106NFLXNETFLIX INC$16.5M0.21%12,298CommonSOLE
02209S103MOALTRIA GROUP INC$16.1M0.21%274,287CommonSOLE
737446104POSTPOST HLDGS INC$16.0M0.21%147,136CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$16.0M0.20%72,097CommonSOLE
402635502GPORGULFPORT ENERGY CORP$15.8M0.20%78,614CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$15.7M0.20%38,802CommonSOLE
858119100STLDSTEEL DYNAMICS INC$14.5M0.19%113,236CommonSOLE
89346D107TACTRANSALTA CORP$14.2M0.18%1,319,725CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$13.9M0.18%320,280CommonSOLE
75513E101RTXRTX CORPORATION$13.7M0.18%94,031CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$13.1M0.17%195,585CommonSOLE
74164M108PRIPRIMERICA INC$12.5M0.16%45,604CommonSOLE
422806109HEIHEICO CORP NEW$12.1M0.16%36,958CommonSOLE
79466L302CRMSALESFORCE INC$12.0M0.15%44,177CommonSOLE
747525103QCOMQUALCOMM INC$12.0M0.15%75,508CommonSOLE
148929102CAVACAVA GROUP INC$11.3M0.14%134,089CommonSOLE
294429105EFXEQUIFAX INC$11.0M0.14%42,601CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$10.8M0.14%3,039,160CommonSOLE
626755102MUSAMURPHY USA INC$10.5M0.13%25,725CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$10.4M0.13%100,734CommonSOLE
025816109AXPAMERICAN EXPRESS CO$10.3M0.13%32,374CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$10.1M0.13%233,475CommonSOLE
03073E105CORCENCORA INC$10.0M0.13%33,248CommonSOLE
718172109PMPHILIP MORRIS INTL INC$9.9M0.13%54,260CommonSOLE
48251W104KKRKKR & CO INC$9.7M0.12%72,807CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$9.6M0.12%82,502CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$9.6M0.12%57,401CommonSOLE
Q4982L109IRENIREN LIMITED$8.6M0.11%587,012CommonSOLE
871607107SNPSSYNOPSYS INC$8.3M0.11%16,229CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$7.9M0.10%168,585CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$7.2M0.09%82,810CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$7.1M0.09%71,691CommonSOLE
G6683N103NUNU HLDGS LTD$7.1M0.09%515,460CommonSOLE
375558103GILDGILEAD SCIENCES INC$6.7M0.09%60,150CommonSOLE
872540109TJXTJX COS INC NEW$6.6M0.08%53,208CommonSOLE
40637H109HALOHALOZYME THERAPEUTICS INC$6.5M0.08%125,652CommonSOLE
747619104NXQUANEX BLDG PRODS CORP$6.3M0.08%331,715CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$6.0M0.08%73,281CommonSOLE
742718109PGPROCTER AND GAMBLE CO$5.7M0.07%35,583CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$5.6M0.07%62,563CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$5.2M0.07%116,887CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$5.1M0.07%68,690CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$4.7M0.06%105,352CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.6M0.06%30,360CommonSOLE
58155Q103MCKMCKESSON CORP$4.3M0.06%5,887CommonSOLE
907818108UNPUNION PAC CORP$4.0M0.05%17,268CommonSOLE
040413205ANETARISTA NETWORKS INC$3.1M0.04%30,022CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$3.0M0.04%19,278CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$2.8M0.04%49,834CommonSOLE
78709Y105SAIASAIA INC$2.7M0.03%9,819CommonSOLE
40412C101HCAHCA HEALTHCARE INC$2.6M0.03%6,897CommonSOLE
L44385109GLOBGLOBANT S A$2.6M0.03%28,386CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$2.5M0.03%218,928CommonSOLE
902494103TSNTYSON FOODS INC$2.3M0.03%41,131CommonSOLE
256135203RDYDR REDDYS LABS LTD$2.0M0.03%135,230CommonSOLE
26969P108EXPEAGLE MATLS INC$1.9M0.02%9,254CommonSOLE
N3167Y103RACEFERRARI N V$928,4890.01%1,894CommonSOLE
40415F101HDBHDFC BANK LTD$816,3050.01%10,647CommonSOLE
G0260P102ASAMER SPORTS INC$721,0520.01%18,603CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$377,6470.00%1,206CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$281,2880.00%669CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$259,7910.00%834CommonSOLE
H5919C104ONONON HLDG AG$250,4130.00%4,811CommonSOLE
571903202MARMARRIOTT INTL INC NEW$242,3370.00%887CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$211,9980.00%374CommonSOLE

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.