Latest Artemis Investment Management LLP Stock Portfolio

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 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 corp	54,078,100
liberty media corp del	36,473,800
transunion	32,007,900
affirm hldgs inc	30,808,000
globus med inc	30,656,200
embraer s.a.	30,357,600
avalonbay cmntys inc	29,255,700
bank nova scotia halifax	27,886,900

New stocks bought by Artemis Investment Management LLP

Additions

Ticker	% Inc.
deckers outdoor corp	622
general mtrs co	581
vistra corp	400
international paper co	290
dr reddys labs ltd	280
broadcom inc	260
tetra tech inc new	246
infosys ltd	229

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	%
Technology	23.5
Industrials	12.9
Financial Services	11.3
Others	10.9
Consumer Cyclical	9.7
Basic Materials	8.3
Healthcare	7.4
Utilities	4.8
Communication Services	3.7
Consumer Defensive	3.6
Real Estate	2.7
Energy	1.1

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-CAP	46.8
MEGA-CAP	27
MID-CAP	13.8
UNALLOCATED	11.9

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 500	56
Others	37.9
RUSSELL 2000	6.1

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

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.36	664,287	154,779,000	reduced	-39.51

ABBV	abbvie inc	0.20	65,988	13,031,300	reduced	-80.2

ACN	accenture plc ireland	0.04	7,612	2,690,690	new

ADM	archer daniels midland co	0.00	0.00	0.00	sold off	-100

AFRM	affirm hldgs inc	0.47	754,728	30,808,000	new

AIG	american intl group inc	0.14	127,011	9,301,020	new

AL	air lease corp	0.00	0.00	0.00	sold off	-100

ALL	allstate corp	0.87	301,231	57,128,500	reduced	-50.27

ALSN	allison transmission hldgs i	0.07	47,894	4,601,180	added	61.41

AMD	advanced micro devices inc	0.48	191,423	31,408,700	reduced	-67.58

AMZN	amazon com inc	3.17	1,116,130	207,968,000	reduced	-31.39

AON	aon plc	0.52	98,209	33,979,300	added	4.99

APG	api group corp	0.72	1,429,080	47,188,200	reduced	-43.81

AVB	avalonbay cmntys inc	0.45	129,881	29,255,700	new

AVGO	broadcom inc	1.47	559,267	96,473,600	added	260

AVTR	avantor inc	1.59	4,040,070	104,517,000	reduced	-49.93

AVY	avery dennison corp	0.00	0.00	0.00	sold off	-100

AXON	axon enterprise inc	0.48	78,321	31,297,100	reduced	-19.15

AXP	american express co	0.09	21,705	5,886,400	reduced	-85.31

AZEK	azek co inc	0.34	469,604	21,977,500	reduced	-23.73