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Latest Artemis Investment Management LLP Stock Portfolio

$6.57Billion– No. of Holdings #195

Artemis Investment Management LLP Performance:
2024 Q3: 4.62%YTD: 18.79%2023: 23.4%

Performance for 2024 Q3 is 4.62%, and YTD is 18.79%, and 2023 is 23.4%.

About Artemis Investment Management LLP and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Artemis Investment Management LLP reported an equity portfolio of $6.6 Billions as of 30 Sep, 2024.

The top stock holdings of Artemis Investment Management LLP are MSFT, NVDA, AMZN. The fund has invested 5% of it's portfolio in MICROSOFT CORP and 4.4% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off VERIZON COMMUNICATIONS INC (VZ), STERIS PLC (STE) and CAVA GROUP INC stocks. They significantly reduced their stock positions in RALPH LAUREN CORP (RL), VISA INC (V) and MCKESSON CORP (MCK). Artemis Investment Management LLP opened new stock positions in PARKER-HANNIFIN CORP (PH), LIBERTY MEDIA CORP DEL (BATRA) and TRANSUNION (TRU). The fund showed a lot of confidence in some stocks as they added substantially to DECKERS OUTDOOR CORP (DECK), GENERAL MTRS CO (GM) and VISTRA CORP (VST).
Artemis Investment Management LLP Equity Portfolio Value
Last Reported on: 08 Oct, 2024

Artemis Investment Management LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Artemis Investment Management LLP made a return of 4.62% in the last quarter. In trailing 12 months, it's portfolio return was 30.44%.

New Buys

Ticker$ Bought
parker-hannifin corp54,078,100
liberty media corp del36,473,800
transunion32,007,900
affirm hldgs inc30,808,000
globus med inc30,656,200
embraer s.a.30,357,600
avalonbay cmntys inc29,255,700
bank nova scotia halifax27,886,900

New stocks bought by Artemis Investment Management LLP

Additions


Additions to existing portfolio by Artemis Investment Management LLP

Reductions

Ticker% Reduced
ralph lauren corp-98.21
visa inc-90.32
mckesson corp-89.42
american express co-85.31
abbvie inc-80.2
taiwan semiconductor mfg ltd-79.45
wells fargo co new-77.72
intuit-74.65

Artemis Investment Management LLP reduced stake in above stock

Sold off

Ticker$ Sold
verizon communications inc-45,638,000
confluent inc-18,101,600
carnival corp-9,241,750
air lease corp-22,339,500
willscot mobil mini hldng co-14,232,400
cava group inc-32,017,900
sweetgreen inc-10,343,100
chipotle mexican grill inc-19,615,700

Artemis Investment Management LLP got rid off the above stocks

Sector Distribution

Artemis Investment Management LLP has about 23.5% of it's holdings in Technology sector.

Sector%
Technology23.5
Industrials12.9
Financial Services11.3
Others10.9
Consumer Cyclical9.7
Basic Materials8.3
Healthcare7.4
Utilities4.8
Communication Services3.7
Consumer Defensive3.6
Real Estate2.7
Energy1.1

Market Cap. Distribution

Artemis Investment Management LLP has about 73.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.8
MEGA-CAP27
MID-CAP13.8
UNALLOCATED11.9

Stocks belong to which Index?

About 62.1% of the stocks held by Artemis Investment Management LLP either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50056
Others37.9
RUSSELL 20006.1
Top 5 Winners (%)%
VST
vistra corp
38.6 %
AFRM
affirm hldgs inc
36.2 %
BLDR
builders firstsource inc
34.8 %
AXON
axon enterprise inc
33.5 %
CEG
constellation energy corp
30.5 %
Top 5 Winners ($)$
AVTR
avantor inc
36.6 M
BLDR
builders firstsource inc
29.3 M
VST
vistra corp
27.3 M
CEG
constellation energy corp
23.4 M
AAPL
apple inc
21.6 M
Top 5 Losers (%)%
DECK
deckers outdoor corp
-82.4 %
TTEK
tetra tech inc new
-77.4 %
ELF
e l f beauty inc
-43.2 %
LRCX
lam research corp
-23.3 %
MU
micron technology inc
-21.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-17.8 M
GOOG
alphabet inc
-17.7 M
WDC
western digital corp.
-17.2 M
AMZN
amazon com inc
-12.9 M
ELF
e l f beauty inc
-11.3 M

Artemis Investment Management LLP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Artemis Investment Management LLP

Artemis Investment Management LLP has 195 stocks in it's portfolio. About 25.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. AVTR was the most profitable stock for Artemis Investment Management LLP last quarter.

Last Reported on: 08 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions