HoldingsChannel.com
Artemis Investment Management LLP Top Holdings
As of  03/31/2023, below is a summary of the Artemis Investment Management LLP top holdings by largest position size, as per the latest 13f filing made by Artemis Investment Management LLP. In the Artemis Investment Management LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Artemis Investment Management LLP in that top holding, then the share count change between reporting periods, and finally the Artemis Investment Management LLP top holding position size for that row.

   EntityAmountChange
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
MICROSOFT CORP 1,217,874 -479,730 $350,450
     MSFT1,217,874-479,730$350,450
AMAZON COM INC 2,107,844 +814,098 $217,287
     AMZN2,107,844+814,098$217,287
META PLATFORMS INC 1,010,904 +563,277 $209,813
     META1,010,904+563,077$209,813
CONSTELLATION ENERGY CORP 2,373,798 +355,535 $205,595
     CEG2,373,798+355,535$205,595
PG&E CORP 12,089,241 +754,774 $195,105
     PCG12,089,241+754,774$195,105
CLEAN HARBORS INC 1,228,006 -316,788 $174,746
     CLH1,228,006-316,788$174,746
ALPHABET INC 1,650,656 -115,100 $171,290
     GOOG1,650,656-115,100$171,290
WELLS FARGO CO NEW 4,551,609 +500,591 $169,793
     WFC4,551,609+500,591$169,793
APPLE INC 988,336 -293,919 $162,618
     AAPL988,336-293,919$162,618
MERCK & CO INC 1,352,760 -187,792 $143,603
     MRK1,352,760-187,792$143,603
JACOBS SOLUTIONS INC 1,202,598 +204,393 $137,709
     J1,202,598+204,393$137,709
LINDE PLC 365,351 -124,861 $134,453
     LIN365,351-124,861$134,453
KRAFT HEINZ CO 3,436,162 -1,284,474 $132,582
     KHC3,436,162-1,284,474$132,582
INTUIT 250,889 -33,905 $111,641
     INTU250,889-33,905$111,641
ORACLE CORP 1,202,560 +196,509 $111,524
     ORCL1,202,560+196,509$111,524
INTERCONTINENTAL EXCHANGE IN (ICE) 1,055,073 -354,304 $109,839
     ICE1,055,073-354,304$109,839
POOL CORP 318,851 +8,524 $108,982
     POOL318,851+8,524$108,982
BRISTOL MYERS SQUIBB CO 1,532,308 -351,232 $105,998
     BMY1,532,308-351,232$105,998
VISA INC 452,522 +27,480 $101,801
     V452,522+27,480$101,801
NVIDIA CORPORATION 363,726 +363,726 $100,817
     NVDA363,726+363,726$100,817
GARTNER INC 308,080 -2,786 $100,173
     IT308,080-2,786$100,173
PLANET FITNESS INC 1,161,840 -88,036 $90,067
     PLNT1,161,840-88,036$90,067
VULCAN MATLS CO 525,891 +172,981 $90,058
     VMC525,891+172,981$90,058
AVANTOR INC 4,178,022 +4,178,022 $88,150
     AVTR4,178,022+4,178,022$88,150
ADVANCED MICRO DEVICES INC 876,056 +728,603 $85,707
     AMD876,056+728,603$85,707
THERMO FISHER SCIENTIFIC INC 144,281 -31,927 $82,999
     TMO144,281-31,927$82,999
COPART INC 1,101,749 +697,310 $82,707
     CPRT1,101,749+697,310$82,707
ABBVIE INC 518,840 +61,560 $82,502
     ABBV518,840+61,560$82,502
MCKESSON CORP 223,538 -4,636 $79,415
     MCK223,538-4,636$79,415
WILLSCOT MOBIL MINI HLDNG CO      $74,414
     WSC1,949,160-1,543,480$85,042
     Put243,600+243,600$10,628
T MOBILE US INC 498,854 -493,269 $72,115
     TMUS498,854-493,269$72,115
BUILDERS FIRSTSOURCE INC 811,186 +388,835 $71,874
     BLDR811,186+388,835$71,874
AUTOZONE INC 29,045 +29,045 $71,268
     AZO29,045+29,045$71,268
ELEVANCE HEALTH INC 148,466 -62,628 $68,143
     ELV148,466-62,628$68,143
SAIA INC 250,225 -168,428 $67,949
     SAIA250,225-168,428$67,949
FERGUSON PLC NEW 508,993 -126,164 $67,947
     FERG508,993-126,164$67,947
TWILIO INC 1,012,584 +1,012,584 $67,333
     TWLO1,012,584+1,012,584$67,333
LAM RESEARCH CORP 126,801 +126,801 $67,096
     LRCX126,801+126,801$67,096
DARLING INGREDIENTS INC 1,143,853 -868,578 $66,682
     DAR1,143,853-868,578$66,682
AON PLC 211,072 +211,072 $66,442
     AON211,072+211,072$66,442
NIKE INC 542,226 +542,226 $66,369
     NKE542,226+542,226$66,369
HOSTESS BRANDS INC 2,647,409 -305,264 $65,753
     TWNK2,647,409-305,264$65,753
LPL FINL HLDGS INC 323,375 -32,263 $65,338
     LPLA323,375-32,263$65,338
EAGLE MATLS INC 436,792 +436,792 $63,979
     EXP436,792+436,792$63,979
SKYWORKS SOLUTIONS INC 532,186 +211,353 $62,675
     SWKS532,186+211,353$62,675
VALMONT INDS INC 192,569 -93,685 $61,377
     VMI192,569-93,685$61,377
ARCHER DANIELS MIDLAND CO 771,004 -493,155 $61,280
     ADM771,004-493,155$61,280
GILEAD SCIENCES INC 715,528 +605,567 $59,236
     GILD715,528+605,567$59,236
PHILLIPS 66 577,479 +126,639 $58,414
     PSX577,479+126,639$58,414
ENVISTA HOLDINGS CORPORATION 1,406,035 -467,708 $57,379
     NVST1,406,035-467,708$57,379

See Full List: All Stocks Held By Artemis Investment Management LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Artemis Investment Management LLP

Size ($ in 1000's)
At 03/31/2023: $8,167,328
At 12/31/2022: $8,821,824

Artemis Investment Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Artemis Investment Management LLP 13F filings. Link to 13F filings: SEC filings

Artemis Investment Management LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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