Artemis Investment Management LLP

CIK

1535385

Location

EDINBURGH, X0

Portfolio Value

Mid $1,398,302,311

Diversification

Diversified

Filing Date

Global Rank

#438 / 8,588 ▲ 47

Top Industry

Drug Manufacturers - General 11.7%

3Y Alpha vs SPY

+1.5%

Period ended 3 months ago

Filed May 7, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+83.5%

SPY

+76.8%

Annualised alpha

+1.5%

Max drawdown

−23.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

203 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.0%

−0.6 pts

Top 5

12.7%

−0.5 pts

Top 10

22.5%

+0.0 pts

HHI

116

Diversified−5

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	17.5%	$1,649,809,520	28
Financial Services	17.0%	$1,598,946,072	40
Technology	14.8%	$1,398,302,311	28
Industrials	13.4%	$1,266,396,393	26
Basic Materials	10.1%	$949,262,759	16
Energy	9.4%	$888,647,704	19
Consumer Cyclical	6.6%	$622,748,646	22
Communication Services	3.3%	$310,474,332	6
Utilities	2.8%	$265,293,213	6
Consumer Defensive	2.6%	$242,286,486	7
Real Estate	2.5%	$237,193,858	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BEN	Franklin Resources Inc	+4,823,983	4,879,886	$115,262,907
PAGP	Plains Gp Holdings LP	+3,182,783	6,711,956	$162,966,291
DEC	Diversified Energy Co	+2,849,301	5,444,878	$94,958,672
PBR	Petrobras - Petroleo Brasileiro SA	+2,610,107	4,619,431	$95,853,193
FHN	First Horizon Corp	+1,977,452	5,756,478	$131,017,439
FCX	Freeport-Mcmoran Inc	+1,935,812	2,831,850	$166,456,143
PFE	Pfizer Inc	+1,782,628	7,392,508	$207,581,624
PAGS	PagSeguro Digital Ltd.	+1,739,937	8,504,359	$85,213,677
KEY	Keycorp /New/	+1,191,631	3,903,285	$78,260,864
BMY	Bristol Myers Squibb Co	+1,144,545	2,885,298	$174,993,323
EMBJ	Embraer S.A.	+1,028,017	1,233,146	$73,174,883
KGC	Kinross Gold Corp	+1,020,223	6,723,213	$205,192,460
VLY	Valley National Bancorp	+955,951	4,866,154	$59,756,371
CSCO	Cisco Systems, Inc.	+952,095	2,820,149	$218,815,360
BNS	Bank Of Nova Scotia	+669,541	1,226,186	$84,986,951
BKU	BankUnited, Inc.	+564,693	2,217,272	$100,132,003
NI	Nisource Inc.	+501,205	979,771	$45,716,114
CNP	Centerpoint Energy Inc	+456,457	2,052,324	$88,578,303
W	Wayfair Inc.	+399,038	877,117	$65,967,969
FLUT	Flutter Entertainment plc	+392,379	690,809	$70,427,977
ELAN	Elanco Animal Health Inc	+380,517	2,841,535	$67,997,932
BIIB	Biogen Inc.	+344,726	571,571	$104,786,111
FIGR	Figure Technology Solutions, Inc.	+341,956	722,942	$24,543,880
SYF	Synchrony Financial	+340,282	605,261	$41,169,853
ABBV	AbbVie Inc.	+337,485	1,041,483	$226,512,137
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBM	Hudbay Minerals Inc.	−4,036,399	1,673,054	$34,966,828
CCL	Carnival Corp Ltd.	−3,542,172	13,913	$360,068
MIR	Mirion Technologies, Inc.	−1,432,577	539,134	$10,022,501
C	Citigroup Inc	−826,927	306,859	$34,800,879
CMC	COMMERCIAL METALS Co	−700,433	801,473	$49,234,486
CFG	Citizens Financial Group Inc/Ri	−548,756	1,899,294	$113,900,661
CRH	Crh Public Ltd Co	−469,718	113,610	$11,942,683
AAOI	Applied Optoelectronics, Inc.	−432,176	340,148	$28,773,119
KFY	Korn Ferry	−430,180	379,847	$23,911,368
AMZN	Amazon Com Inc	−408,287	331,648	$69,072,328
WFC	Wells Fargo & Company/Mn	−382,409	268,074	$21,341,371
MSFT	Microsoft Corp	−376,297	46,396	$17,174,407
NVT	nVent Electric plc	−344,837	1,009,864	$119,446,713
STX	Seagate Technology Holdings plc	−310,720	182,764	$71,599,624
GM	General Motors Co	−302,521	1,643,705	$122,456,022
ROAD	Construction Partners, Inc.	−239,880	468,737	$52,086,055
GOOGL	Alphabet Inc.	−212,275	617,848	$177,668,370
RYAAY	Ryanair Holdings PLC	−191,774	1,256,937	$72,650,958
EFC	Ellington Financial Inc.	−143,273	52,170	$618,214
LYV	Live Nation Entertainment, Inc.	−139,616	63,720	$9,717,937
WDC	Western Digital Corp	−138,593	13,364	$3,614,828
JPM	Jpmorgan Chase & Co	−131,268	63,289	$18,617,092
IQV	Iqvia Holdings Inc.	−112,262	122,020	$20,809,290
AFRM	Affirm Holdings, Inc.	−108,333	685,608	$31,414,558
NVDA	Nvidia Corp	−94,406	1,501,760	$261,906,944
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	1,444,565	$284,897,109
DOW	Dow Inc.	4,749,460	$197,815,009
JBHT	Hunt J B Transport Services Inc	607,335	$128,694,286
BKR	Baker Hughes Co	1,849,242	$112,896,224
ATI	Ati Inc	721,505	$104,950,117
CVX	Chevron Corp	495,633	$102,546,467
EXE	EXPAND ENERGY Corp	847,938	$93,086,633
VALE	Vale S.A.	5,808,527	$92,413,664
TRGP	Targa Resources Corp.	355,499	$89,134,264
HAS	Hasbro, Inc.	753,538	$70,531,156
SPG	Simon Property Group Inc.	334,941	$62,476,544
CFR	Cullen/Frost Bankers, Inc.	417,245	$57,195,944
ADM	Archer-Daniels-Midland Co	764,129	$55,544,537
PG	PROCTER & GAMBLE Co	305,941	$44,190,118
VZ	Verizon Communications Inc	747,572	$37,528,114
DELL	Dell Technologies Inc.	142,471	$23,383,765
RKT	Rocket Companies, Inc.	1,488,105	$21,205,496
WRBY	Warby Parker Inc.	925,975	$19,510,293
FRO	Frontline plc	477,265	$16,637,457
VG	Venture Global, Inc.	879,655	$13,863,362
F	Ford Motor Co	1,156,044	$13,340,747
AKAM	Akamai Technologies Inc	102,454	$11,766,841
AXGN	Axogen, Inc.	349,888	$11,591,789
MEDP	Medpace Holdings, Inc.	24,010	$11,529,361
GIL	Gildan Activewear Inc.	178,018	$9,906,701
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	660,242	$160,016,251
DB	Deutsche Bank Aktiengesellschaft	3,663,603	$141,268,531
JEF	Jefferies Financial Group Inc.	984,103	$60,984,862
WBS	Webster Financial Corp	893,751	$56,252,687
BABA	Alibaba Group Holding Ltd	358,551	$52,556,405
AG	First Majestic Silver Corp	2,754,973	$45,897,850
HL	Hecla Mining Co/De/	2,330,841	$44,728,838
SYK	Stryker Corp	101,908	$35,817,604
MCO	Moodys Corp /De/	46,706	$23,859,760
SNOW	Snowflake Inc.	99,858	$21,904,850
DT	Dynatrace, Inc.	451,333	$19,560,772
LOAR	Loar Holdings Inc.	280,871	$19,099,228
KNSL	Kinsale Capital Group, Inc.	43,962	$17,194,417
IREN	IREN Ltd	384,767	$14,532,649
OGE	Oge Energy Corp.	318,425	$13,596,747
ULTA	Ulta Beauty, Inc.	21,318	$12,897,603
TDG	TransDigm Group INC	8,537	$11,352,929
PLNT	Planet Fitness, Inc.	100,486	$10,899,716
BJ	BJ's Wholesale Club Holdings, Inc.	111,164	$10,008,094
IP	International Paper Co /New/	229,846	$9,053,633
QCOM	Qualcomm Inc/De	50,719	$8,675,484
PGR	Progressive Corp/Oh/	33,207	$7,561,898
AZO	Autozone Inc	1,748	$5,928,342
AMPX	Amprius Technologies, Inc.	464,029	$3,661,188
LDOS	Leidos Holdings, Inc.	17,586	$3,172,514
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 positions · $1,398,302,311 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	1,501,760	-94,406	$261,906,944	−12.0%	18.73%
CSCO	Cisco Systems, Inc. Technology	Added	2,820,149	+952,095	$218,815,360	+52.1%	15.65%
COHR	Coherent Corp. Technology	Added	507,794	+324,350	$120,961,608	+257.3%	8.65%
AAPL	Apple Inc. Technology	Reduced	468,148	-21,948	$118,811,280	−10.8%	8.50%
LRCX	Lam Research Corp Technology	Reduced	474,343	-41,785	$101,348,125	+14.7%	7.25%
PAGS	PagSeguro Digital Ltd. Technology	Added	8,504,359	+1,739,937	$85,213,677	+30.7%	6.09%
AVGO	Broadcom Inc. Technology	Added	245,895	+139,210	$76,106,961	+106.1%	5.44%
STX	Seagate Technology Holdings plc Technology	Reduced	182,764	-310,720	$71,599,624	−47.3%	5.12%
AMAT	Applied Materials Inc /De Technology	Added	181,170	+14,646	$61,922,094	+44.7%	4.43%
AMD	Advanced Micro Devices Inc Technology	Added	255,716	+106,569	$52,020,305	+62.9%	3.72%
MU	Micron Technology Inc Technology	Reduced	108,450	-18,134	$36,638,748	+1.4%	2.62%
TXN	Texas Instruments Inc Technology	Added	170,355	+9,781	$33,072,719	+18.7%	2.37%
AAOI	Applied Optoelectronics, Inc. Technology	Reduced	340,148	-432,176	$28,773,119	+6.9%	2.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	75,077	+6,167	$25,372,272	+21.2%	1.81%
DELL	Dell Technologies Inc. Technology	NEW	142,471	NEW	$23,383,765	NEW	1.67%
MSFT	Microsoft Corp Technology	Reduced	46,396	-376,297	$17,174,407	−91.6%	1.23%
INDI	indie Semiconductor, Inc. Technology	Added	5,133,867	+132,794	$16,531,051	−6.4%	1.18%
AKAM	Akamai Technologies Inc Technology	NEW	102,454	NEW	$11,766,841	NEW	0.84%
SNDK	Sandisk Corp Technology	Reduced	11,987	-9,051	$7,615,820	+52.5%	0.54%
WOLF	Wolfspeed, Inc. Technology	NEW	394,146	NEW	$6,432,462	NEW	0.46%
AVT	Avnet Inc Technology	NEW	88,244	NEW	$5,437,595	NEW	0.39%
ANET	Arista Networks, Inc. Technology	Added	29,621	+1,265	$3,636,866	−2.1%	0.26%
WDC	Western Digital Corp Technology	Reduced	13,364	-138,593	$3,614,828	−86.2%	0.26%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	24,228	-36,014	$3,460,969	−69.0%	0.25%
GEN	Gen Digital Inc. Technology	Added	137,791	+15,022	$2,594,604	−22.3%	0.19%
SNX	Td Synnex Corp Technology	Added	14,185	+973	$2,393,151	+20.6%	0.17%
GCT	GigaCloud Technology Inc Technology	NEW	28,595	NEW	$1,297,641	NEW	0.09%
UMC	United Microelectronics Corp Technology	NEW	44,485	NEW	$399,475	NEW	0.03%