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Institutional

Artemis Investment Management LLP

CIK 0001535385
$11.23B
Reported AUM
213
Positions
Q2 2026
Period
2026-07-23
Filed

Editorial summary

Summary for Artemis Investment Management LLP · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

CSCOLRCXNVDAGOOGLAZNJBHTOther$8.52BAL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1CSCOCISCO SYS INC$113.560.96%71.43%119.60%$387.4M3.45%HELD
2LRCXLAM RESEARCH CORP$297.7217.98%163.30%339.52%$279.4M2.49%HELD
3NVDANVIDIA CORPORATION$195.042.65%9.52%751.61%$261.4M2.33%HELD
4GOOGLALPHABET INC$333.66-0.91%76.18%131.67%$245.6M2.19%HELD
5AZNASTRAZENECA PLC$171.34-1.13%17.87%62.01%$239.2M2.13%HELD
6JBHTHUNT J B TRANS SVCS INC$269.21-2.51%99.77%62.72%$227.2M2.02%HELD
7FHNFIRST HORIZON CORPORATION$25.45-1.24%24.24%86.94%$184.0M1.64%HELD
8PFEPFIZER INC$24.91-0.95%14.58%-28.87%$183.3M1.63%HELD
9BNSBANK NOVA SCOTIA B C$87.842.09%56.64%77.46%$179.7M1.60%HELD
10BENFRANKLIN RESOURCES INC$33.172.41%45.61%30.76%$176.7M1.57%HELD
11BMYBRISTOL-MYERS SQUIBB CO$64.862.79%49.51%15.83%$175.9M1.57%HELD
12KEYKEYCORP$22.611.94%33.52%40.60%$174.7M1.56%HELD
13ATIATI INC$181.902.24%137.10%918.48%$165.9M1.48%HELD
14ACNACCENTURE PLC IRELAND$163.29-5.71%-34.80%-47.34%$163.2M1.45%HELD
15AMZNAMAZON COM INC$235.503.90%5.54%30.60%$155.5M1.38%HELD
16AXONAXON ENTERPRISE INC$525.30-1.11%-28.46%192.08%$151.2M1.35%HELD
17GMGENERAL MTRS CO$88.40-1.12%71.75%89.92%$136.8M1.22%HELD
18CFGCITIZENS FINL GROUP INC$71.730.59%55.61%98.33%$136.2M1.21%HELD
19FCXFREEPORT MCMORAN INC$63.445.75%51.47%76.63%$132.4M1.18%HELD
20BKBANK OF NY MELLON CORP$129.3M1.15%HELD
21PAGPPLAINS GP HLDGS L P$26.59-0.26%46.52%285.94%$128.0M1.14%HELD
22SLBSLB LIMITED$48.91-0.10%52.03%93.79%$125.5M1.12%HELD
23CRCRANE COMPANY$214.183.60%11.34%203.25%$125.3M1.12%HELD
24BIIBBIOGEN INC$207.93-0.62%55.75%-39.36%$123.4M1.10%HELD
25BKUBANKUNITED INC$46.080.09%32.49%29.32%$123.1M1.10%HELD
26TFCTRUIST FINL CORP$52.01-0.57%27.28%15.48%$122.8M1.09%HELD
27ABBVABBVIE INC$257.41-2.24%36.96%157.96%$121.4M1.08%HELD
28CNPCENTERPOINT ENERGY INC$42.15-1.82%13.11%92.97%$121.4M1.08%HELD
29JLLJONES LANG LASALLE INC$361.726.39%36.42%49.24%$115.9M1.03%HELD
30LLYELI LILLY & CO$1154.97-4.55%54.61%373.33%$115.1M1.02%HELD
31NVTNVENT ELEC PLC$144.808.38%$113.6M1.01%HELD
32WTFCWINTRUST FINL CORP$159.650.28%$111.9M1.00%HELD
33STXSEAGATE TECHNOLOGY HLDNGS PL$851.6811.41%$108.5M0.97%HELD
34EVREVERCORE INC$312.872.68%$107.8M0.96%HELD
35MDBMONGODB INC$325.881.49%$107.0M0.95%HELD
36VLYVALLEY NATL BANCORP$14.320.28%$106.6M0.95%HELD
37AMATAPPLIED MATLS INC$501.7714.97%$106.0M0.94%HELD
38AMDADVANCED MICRO DEVICES INC$485.3913.00%$104.6M0.93%HELD
39PBRPETROLEO BRASILEIRO S A$19.122.85%$103.0M0.92%HELD
40DGXQUEST DIAGNOSTICS INC$234.30-0.39%$99.2M0.88%HELD
41PHPARKER-HANNIFIN CORP$962.791.23%$98.4M0.88%HELD
42BAPCREDICORP LTD$402.274.78%$97.8M0.87%HELD
43GSGOLDMAN SACHS GROUP INC$1024.864.50%$96.7M0.86%HELD
44COHRCOHERENT CORP$249.0612.16%$96.1M0.86%HELD
45TRGPTARGA RES CORP$268.341.39%$92.6M0.82%HELD
46UNHUNITEDHEALTH GROUP INC$421.470.21%$88.4M0.79%HELD
47CAHCARDINAL HEALTH INC$227.07-0.89%$87.7M0.78%HELD
48VALEVALE S A$14.992.32%$85.9M0.76%HELD
49AEMAGNICO EAGLE MINES LTD$150.754.38%$84.5M0.75%HELD
50EMBJEMBRAER S.A.$68.110.67%$80.5M0.72%HELD
51SGISOMNIGROUP INTERNATIONAL INC$66.87-2.24%$80.2M0.71%HELD
52DELLDELL TECHNOLOGIES INC$404.819.51%$79.7M0.71%HELD
53DECDIVERSIFIED ENERGY CO$13.060.08%$78.5M0.70%HELD
54AFRMAFFIRM HLDGS INC$73.254.48%$78.4M0.70%HELD
55TWLOTWILIO INC$190.941.43%$76.4M0.68%HELD
56MUMICRON TECHNOLOGY INC$874.6618.36%$76.3M0.68%HELD
57FRFIRST INDL RLTY TR INC$65.980.99%$75.9M0.68%HELD
58ELANELANCO ANIMAL HEALTH INC$26.460.27%$73.0M0.65%HELD
59BEBLOOM ENERGY CORP$207.1226.49%$72.7M0.65%HELD
60SPGSIMON PPTY GROUP INC NEW$230.44-2.19%$72.2M0.64%HELD
61AAPLAPPLE INC$333.43-1.41%$71.2M0.63%HELD
62GLWCORNING INC$135.229.00%$70.6M0.63%HELD
63FLUTFLUTTER ENTMT PLC$102.13-5.24%$70.3M0.63%HELD
64ONTOONTO INNOVATION INC$250.5214.75%$70.2M0.63%HELD
65PAGSPAGSEGURO DIGITAL LTD$9.843.14%$69.6M0.62%HELD
66CFRCULLEN FROST BANKERS INC$163.49-2.06%$67.5M0.60%HELD
67HBMHUDBAY MINERALS INC$22.753.50%$67.3M0.60%HELD
68RYAAYRYANAIR HOLDINGS PLC$60.173.99%$66.2M0.59%HELD
69KGCKINROSS GOLD CORP$23.621.77%$65.5M0.58%HELD
70AXGNAXOGEN INC$41.35-0.05%$64.5M0.57%HELD
71MKSIMKS INC.$293.3013.85%$63.2M0.56%HELD
72HASHASBRO INC$94.53-0.67%$62.6M0.56%HELD
73ADMARCHER DANIELS MIDLAND CO$80.610.29%$61.2M0.54%HELD
74HPEHEWLETT PACKARD ENTERPRISE C$47.146.08%$60.9M0.54%HELD
75WMTWALMART INC$111.10-2.73%$58.2M0.52%HELD
76ESIELEMENT SOLUTIONS INC$35.622.39%$54.8M0.49%HELD
77NTRANATERA INC$269.666.24%$54.3M0.48%HELD
78BOOTBOOT BARN HLDGS INC$154.372.31%$52.8M0.47%HELD
79TXNTEXAS INSTRS INC$278.762.75%$52.7M0.47%HELD
80TLNTALEN ENERGY CORP$332.545.17%$51.7M0.46%HELD
81BKRBAKER HUGHES COMPANY$59.902.01%$51.7M0.46%HELD
82DBDEUTSCHE BK AG$37.034.40%$49.4M0.44%HELD
83BURLBURLINGTON STORES INC$372.190.29%$48.7M0.43%HELD
84CCITIGROUP INC$132.324.08%$48.3M0.43%HELD
85WWAYFAIR INC$89.780.84%$47.3M0.42%HELD
86GMEDGLOBUS MED INC$80.26-1.42%$45.3M0.40%HELD
87AEISADVANCED ENERGY INDS$274.268.62%$44.3M0.39%HELD
88PGPROCTER & GAMBLE CO$143.96-1.46%$42.6M0.38%HELD
89NOWSERVICENOW INC$110.07-4.92%$42.5M0.38%HELD
90PLMRPALOMAR HLDGS INC$136.30-4.63%$42.2M0.38%HELD
91TSMTAIWAN SEMICONDUCTOR MANUFAC$403.317.64%$40.5M0.36%HELD
92FIXCOMFORT SYS USA INC$1697.8411.70%$38.8M0.35%HELD
93MFGMIZUHO FINANCIAL GROUP INC$10.355.50%$38.6M0.34%HELD
94DIODDIODES INC$82.007.77%$38.5M0.34%HELD
95VCYTVERACYTE INC$59.787.31%$37.5M0.33%HELD
96SNDKSANDISK CORP$37.3M0.33%HELD
97VLOVALERO ENERGY CORP$311.713.45%$36.0M0.32%HELD
98SPHRSPHERE ENTERTAINMENT CO$148.325.81%$35.4M0.32%HELD
99IRENIREN LIMITED$33.8M0.30%HELD
100CMCCOMMERCIAL METALS CO$68.410.47%$33.8M0.30%HELD
101RKTROCKET COS INC$31.1M0.28%HELD
102NINISOURCE INC$30.9M0.28%HELD
103LSCCLATTICE SEMICONDUCTOR CORP$30.8M0.27%HELD
104SYFSYNCHRONY FINANCIAL$30.7M0.27%HELD
105PEVERPURE INC$30.5M0.27%HELD
106DVNDEVON ENERGY CORP NEW$29.7M0.26%HELD
107USFDUS FOODS HLDG CORP$29.4M0.26%HELD
108WRBYWARBY PARKER INC$29.4M0.26%HELD
109CTSHCOGNIZANT TECHNOLOGY SOLUTIO$28.9M0.26%HELD
110PSXPHILLIPS 66$27.3M0.24%HELD
111FROFRONTLINE PLC$26.0M0.23%HELD
112WOLFWOLFSPEED INC$25.6M0.23%HELD
113METAMETA PLATFORMS INC$25.2M0.22%HELD
114HLTHILTON WORLDWIDE HLDGS INC$25.1M0.22%HELD
115COFCAPITAL ONE FINL CORP$25.0M0.22%HELD
116RCLROYAL CARIBBEAN GROUP$24.7M0.22%HELD
117NETCLOUDFLARE INC$24.3M0.22%HELD
118INDIINDIE SEMICONDUCTOR INC$24.0M0.21%HELD
119TEAMATLASSIAN CORPORATION$23.5M0.21%HELD
120DINOHF SINCLAIR CORP$22.9M0.20%HELD
121ROADCONSTRUCTION PARTNERS INC$22.7M0.20%HELD
122AVTAVNET INC$22.7M0.20%HELD
123IQVIQVIA HLDGS INC$22.4M0.20%HELD
124JPMJPMORGAN CHASE & CO$21.4M0.19%HELD
125BBARRICK MNG CORP$20.7M0.18%HELD
126TMOTHERMO FISHER SCIENTIFIC INC$20.7M0.18%HELD
127NTRNUTRIEN LTD$20.6M0.18%HELD
128FDXFEDEX CORP$20.0M0.18%HELD
129MEDPMEDPACE HLDGS INC$20.0M0.18%HELD
130KOCOCA COLA CO$19.9M0.18%HELD
131MSMORGAN STANLEY$19.5M0.17%HELD
132TTETOTALENERGIES SE$19.4M0.17%HELD
133SBLKSTAR BULK CARRIERS CORP.$19.0M0.17%HELD
134AVGOBROADCOM INC$18.9M0.17%HELD
135SWSMURFIT WESTROCK PLC$18.1M0.16%HELD
136EROERO COPPER CORP$17.8M0.16%HELD
137FFORD MTR CO$16.7M0.15%HELD
138RGENREPLIGEN CORP$16.6M0.15%HELD
139JNJJOHNSON & JOHNSON$16.6M0.15%HELD
140MOALTRIA GROUP INC$16.5M0.15%HELD
141GILGILDAN ACTIVEWEAR INC$15.4M0.14%HELD
142STTSTATE STR CORP$15.2M0.14%HELD
143CPACOPA HOLDINGS SA$15.1M0.13%HELD
144CMSCMS ENERGY CORP$14.1M0.13%HELD
145SESSES AI CORPORATION$13.7M0.12%HELD
146AIGAMERICAN INTL GROUP INC$13.0M0.12%HELD
147CORCENCORA INC$12.4M0.11%HELD
148APGAPI GROUP CORP$12.3M0.11%HELD
149HOODROBINHOOD MKTS INC$12.0M0.11%HELD
150PRIPRIMERICA INC$11.4M0.10%HELD
151DHID R HORTON INC$11.3M0.10%HELD
152AONAON PLC$10.6M0.09%HELD
153STLDSTEEL DYNAMICS INC$10.3M0.09%HELD
154CRHCRH PLC$9.6M0.09%HELD
155LYVLIVE NATION ENTERTAINMENT IN$9.4M0.08%HELD
156AKAMAKAMAI TECHNOLOGIES INC$9.3M0.08%HELD
157VGVENTURE GLOBAL INC$9.3M0.08%HELD
158HALOHALOZYME THERAPEUTICS INC$8.5M0.08%HELD
159MSFTMICROSOFT CORP$8.1M0.07%HELD
160WMT2WELLS FARGO & CO$7.9M0.07%HELD
161AUANGLOGOLD ASHANTI PLC$7.8M0.07%HELD
162WDCWESTERN DIGITAL CORP$6.9M0.06%HELD
163DLXDELUXE CORP MEDIUM TERM NTS$6.5M0.06%HELD
164LNGCHENIERE ENERGY INC$5.9M0.05%HELD
165POSTPOST HLDGS INC$5.2M0.05%HELD
166ANETARISTA NETWORKS INC$5.1M0.05%HELD
167BPOPPOPULAR INC$3.9M0.03%HELD
168SNXTD SYNNEX CORPORATION$3.8M0.03%HELD
169MCKMCKESSON CORP$3.7M0.03%HELD
170GENGEN DIGITAL INC$3.6M0.03%HELD
171PARRPAR PAC HOLDINGS INC$3.5M0.03%HELD
172IXORIX CORP$3.3M0.03%HELD
173VIRTVIRTU FINL INC$3.3M0.03%HELD
174PRGPROG HOLDINGS INC$3.2M0.03%HELD
175CROXCROCS INC$3.2M0.03%HELD
176AMRXAMNEAL PHARMACEUTICALS INC$3.2M0.03%HELD
177CVSCVS HEALTH CORP$3.2M0.03%HELD
178GPORGULFPORT ENERGY CORP$2.9M0.03%HELD
179AIRAAR CORP$2.9M0.03%HELD
180ENVAENOVA INTL INC$2.9M0.03%HELD
181CFCF INDUSTRIES HOLD$2.8M0.03%HELD
182COLLCOLLEGIUM PHARMACEUTICAL INC$2.5M0.02%HELD
183HCAHCA HEALTHCARE INC$2.4M0.02%HELD
184ANIPANI PHARMACEUTICALS INC$2.3M0.02%HELD
185SGHCSUPER GROUP SGHC LIMITED$2.3M0.02%HELD
186LPGDORIAN LPG LTD$2.3M0.02%HELD
187TIGOMILLICOM INTL CELLULAR S A$2.3M0.02%HELD
188KMTKENNAMETAL INC$2.2M0.02%HELD
189UBSIUNITED BANKSHARES INC WEST V$2.1M0.02%HELD
190EGOELDORADO GOLD CORP NEW$2.1M0.02%HELD
191RNSTRENASANT CORP$2.0M0.02%HELD
192DHTDHT HOLDINGS INC$1.9M0.02%HELD
193VVXV2X INC$1.8M0.02%HELD
194MMACYS INC$1.7M0.02%HELD
195RIORIO TINTO PLC$1.7M0.02%HELD
196BBDBANCO BRADESCO S A$1.7M0.01%HELD
197WEXWEX INC$1.5M0.01%HELD
198UMBFUMB FINL CORP$1.5M0.01%HELD
199CECELANESE CORP DEL$1.4M0.01%HELD
200GCTGIGACLOUD TECHNOLOGY INC$1.3M0.01%HELD
201LEALEAR CORP$1.3M0.01%HELD
202KBKB FINL GROUP INC$1.3M0.01%HELD
203JXNJACKSON FINANCIAL INC$1.2M0.01%HELD
204UMCUNITED MICROELECTRONICS CORP$1.2M0.01%HELD
205ABCBAMERIS BANCORP$875K0.01%HELD
206BWABORGWARNER INC$775K0.01%HELD
207EFCELLINGTON FINANCIAL INC$710K0.01%HELD
208LCIILCI INDS$700K0.01%HELD
209COLMCOLUMBIA SPORTSWEAR CO$664K0.01%HELD
210INDVINDIVIOR PHARMACEUTICALS INC$629K0.01%HELD
211ANDEANDERSONS INC$629K0.01%HELD
212CHRDCHORD ENERGY CORPORATION$527K0.00%HELD
213CCLCARNIVAL CORP LTD$397K0.00%HELD

Source: SEC EDGAR · accession 0001535385-26-000024. 13F discloses long positions only — shorts, foreign equities, and options are excluded.