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Asset manager

Artemis Investment Management LLP

13F for the quarter to June 30, 2026, filed July 23, 2026 · SEC CIK 1535385

Reported value
$11.2bn
97% in companies we cover
Positions we cover
203
Largest CSCO 3.4%
Copy, a year
+13.5%
S&P 500 +13.4%
Copy Sharpe ratio
0.64
S&P 500 0.72

How copying its 13F would have done

$10.0k$20.0k$40.0k 2014201620182020202220242026 $45.6k$45.4k
CopyS&P 500 $10,000 copying Artemis Investment Management LLP's filed holdings in companies we cover from November 7, 2014, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −35.2% (S&P 500 −31.8%); beta 1.10; alpha −0.7% a year (t = −0.39); last 12 months +15.2% against +12.1%.

Reported value by quarter

Artemis Investment Management LLP: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $5T $10T Reported value, 2014-09-30: $2B Reported value, 2014-12-31: $2.6B Reported value, 2015-03-31: $2.5B Reported value, 2015-06-30: $3.1B Reported value, 2015-09-30: $3.4B Reported value, 2015-12-31: $4B Reported value, 2016-03-31: $4B Reported value, 2016-06-30: $3.7B Reported value, 2016-09-30: $3.6B Reported value, 2016-12-31: $3.7B Reported value, 2017-03-31: $3.7B Reported value, 2017-06-30: $4.1B Reported value, 2017-09-30: $4.9B Reported value, 2017-12-31: $6B Reported value, 2018-03-31: $6.5B Reported value, 2018-06-30: $7.3B Reported value, 2018-09-30: $9B Reported value, 2018-12-31: $7.7B Reported value, 2019-03-31: $8.6B Reported value, 2019-06-30: $8.5B Reported value, 2019-09-30: $7.3B Reported value, 2019-12-31: $7.9B Reported value, 2020-03-31: $65B Reported value, 2020-06-30: $7.4B Reported value, 2020-09-30: $8B Reported value, 2020-12-31: $9.5B Reported value, 2021-03-31: $10.5B Reported value, 2021-06-30: $11.6B Reported value, 2021-09-30: $12.6B Reported value, 2021-12-31: $13.8B Reported value, 2022-03-31: $12.3B Reported value, 2022-06-30: $9.7B Reported value, 2022-09-30: $8.8B Reported value, 2022-12-31: $8.8T Reported value, 2023-03-31: $8.1B Reported value, 2023-06-30: $7.8B Reported value, 2023-09-30: $7.2B Reported value, 2023-12-31: $6.8B Reported value, 2024-03-31: $7.7B Reported value, 2024-06-30: $7.4B Reported value, 2024-09-30: $6.5B Reported value, 2024-12-31: $7B Reported value, 2025-03-31: $6.5B Reported value, 2025-06-30: $7.8B Reported value, 2025-09-30: $8B Reported value, 2025-12-31: $8.3B Reported value, 2026-03-31: $9.4B Reported value, 2026-06-30: $11.2B 2014-09-30 2017-03-31 2019-09-30 2022-03-31 2026-06-30 $11.2B
View chart data
Period Reported value
2014-09-30 $2B
2014-12-31 $2.6B
2015-03-31 $2.5B
2015-06-30 $3.1B
2015-09-30 $3.4B
2015-12-31 $4B
2016-03-31 $4B
2016-06-30 $3.7B
2016-09-30 $3.6B
2016-12-31 $3.7B
2017-03-31 $3.7B
2017-06-30 $4.1B
2017-09-30 $4.9B
2017-12-31 $6B
2018-03-31 $6.5B
2018-06-30 $7.3B
2018-09-30 $9B
2018-12-31 $7.7B
2019-03-31 $8.6B
2019-06-30 $8.5B
2019-09-30 $7.3B
2019-12-31 $7.9B
2020-03-31 $65B
2020-06-30 $7.4B
2020-09-30 $8B
2020-12-31 $9.5B
2021-03-31 $10.5B
2021-06-30 $11.6B
2021-09-30 $12.6B
2021-12-31 $13.8B
2022-03-31 $12.3B
2022-06-30 $9.7B
2022-09-30 $8.8B
2022-12-31 $8.8T
2023-03-31 $8.1B
2023-06-30 $7.8B
2023-09-30 $7.2B
2023-12-31 $6.8B
2024-03-31 $7.7B
2024-06-30 $7.4B
2024-09-30 $6.5B
2024-12-31 $7B
2025-03-31 $6.5B
2025-06-30 $7.8B
2025-09-30 $8B
2025-12-31 $8.3B
2026-03-31 $9.4B
2026-06-30 $11.2B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
CSCOCisco3.45%$387.4m3.30M+16.9% Added
LRCXLam Research2.49%$279.4m644.9K+35.9% Added
NVDANVIDIA Corporation2.33%$261.4m1.31M−13.0% Reduced
GOOGLAlphabet Inc. (Class A)2.19%$245.6m687.2K+11.2% Added
AZNAstrazeneca PLC2.13%$239.2m1.28M−11.4% Reduced
JBHTJ.B. Hunt2.02%$227.2m784.9K+29.2% Added
FHNFirst Horizon Corp1.64%$184.0m7.18M+24.7% Added
PFEPfizer1.63%$183.3m7.61M+3.0% Added
BNSBank Of Nova Scotia1.60%$179.7m2.07M+68.8% Added
BENFranklin Resources1.57%$176.7m5.31M+8.8% Added
BMYBristol Myers Squibb1.57%$175.9m3.05M+5.8% Added
KEYKeyCorp1.55%$174.7m7.58M+94.2% Added
ATIATI Inc1.48%$165.9m841.5K+16.6% Added
ACNAccenture1.45%$163.2m1.31MNew
AMZNAmazon1.38%$155.5m652.5K+96.8% Added
AXONAxon Enterprise1.35%$151.2m269.8K+319.1% Added
GMGeneral Motors1.22%$136.8m1.78M+8.0% Added
CFGCitizens Financial Group1.21%$136.2m1.94M+2.4% Added
FCXFreeport-McMoRan1.18%$132.4m2.11M−25.7% Reduced
BNYBNY Mellon1.15%$129.3m894.3K−3.4% Reduced
PAGPPlains GP Holdings LP1.14%$128.0m5.28M−21.4% Reduced
SLBSchlumberger1.12%$125.5m2.70MNew
CRCrane Co1.11%$125.3m561.5K+3.4% Added
BIIBBiogen1.10%$123.4m571.0K−0.1%
BKUBankunited, Inc.1.10%$123.1m2.54M+14.6% Added
TFCTruist Financial1.09%$122.8m2.46M+68.1% Added
ABBVAbbVie1.08%$121.4m482.6K−53.7% Reduced
CNPCenterPoint Energy1.08%$121.4m2.76M+34.3% Added
JLLJones Lang Lasalle Inc1.03%$115.9m373.8K+10.2% Added
LLYLilly (Eli)1.02%$115.1m95.9K+3.3% Added
NVTnVent Electric plc1.01%$113.6m670.0K−33.7% Reduced
WTFCWintrust Financial Corp1.00%$111.9m696.0K+13.8% Added
STXSeagate Technology0.97%$108.5m112.4K−38.5% Reduced
EVREvercore Inc.0.96%$107.8m315.8K+14.7% Added
MDBMongodb, Inc.0.95%$107.0m318.5KNew
VLYValley National Bancorp0.95%$106.6m7.28M+49.5% Added
AMATApplied Materials0.94%$106.0m146.6K−19.1% Reduced
AMDAdvanced Micro Devices0.93%$104.6m180.1K−29.6% Reduced
PBRPetrobras - Petroleo Brasileiro SA0.92%$103.0m6.37M+38.0% Added
DGXQuest Diagnostics0.88%$99.2m467.9K+4.6% Added
PHParker Hannifin0.88%$98.4m100.6K+11.3% Added
GSGoldman Sachs0.86%$96.7m95.6K+9.1% Added
COHRCoherent Corp.0.85%$96.1m243.5K−52.0% Reduced
TRGPTarga Resources0.82%$92.6m345.5K−2.8% Reduced
UNHUnitedHealth Group0.79%$88.4m212.7KNew
CAHCardinal Health0.78%$87.7m369.4K−3.4% Reduced
VALEVale S.a.0.77%$85.9m5.71M−1.7% Reduced
AEMAgnico Eagle Mines LTD0.75%$84.5m544.5K−28.3% Reduced
EMBJEmbraer S.a.0.72%$80.5m1.26M+2.3% Added
SGISomnigroup International Inc.0.71%$80.2m1.02M+170.2% Added
DELLDell Technologies0.71%$79.7m184.6K+29.6% Added
DECDiversified Energy Co0.70%$78.5m5.68M+4.3% Added
AFRMAffirm Holdings, Inc.0.70%$78.4m961.0K+40.2% Added
TWLOTwilio Inc0.68%$76.4m370.1KNew
MUMicron Technology0.68%$76.3m66.1K−39.1% Reduced
FRFirst Industrial Realty Trust Inc0.68%$75.9m1.24M+4.3% Added
ELANElanco Animal Health Inc0.65%$73.0m2.97M+4.4% Added
BEBloom Energy0.65%$72.7m240.1K−39.2% Reduced
SPGSimon Property Group0.64%$72.2m322.9K−3.6% Reduced
AAPLApple Inc.0.63%$71.2m246.1K−47.4% Reduced
GLWCorning Inc.0.63%$70.6m276.4KNew
FLUTFlutter Entertainment plc0.63%$70.3m698.8K+1.2% Added
ONTOOnto Innovation Inc.0.63%$70.2m185.6KNew
PAGSPagseguro Digital Ltd.0.62%$69.6m7.69M−9.6% Reduced
CFRCullen/frost Bankers, Inc.0.60%$67.5m436.5K+4.6% Added
HBMHudbay Minerals Inc.0.60%$67.3m2.85M+70.5% Added
RYAAYRyanair Holdings PLC0.59%$66.2m1.02M−18.6% Reduced
AXGNAxogen, Inc.0.57%$64.5m1.40M+299.2% Added
MKSIMKS Inc0.56%$63.2m142.0KNew
HASHasbro0.56%$62.6m758.1K+0.6% Added
ADMArcher Daniels Midland0.55%$61.2m800.8K+4.8% Added
HPEHewlett Packard Enterprise0.54%$60.9m1.35MNew
WMTWalmart0.52%$58.2m513.6K−0.3%
ESIElement Solutions Inc0.49%$54.8m1.15MNew
NTRANatera, Inc.0.48%$54.3m200.1K+4.6% Added
BOOTBoot Barn Holdings, Inc.0.47%$52.8m321.7K+35.0% Added
TXNTexas Instruments0.47%$52.7m176.9K+3.8% Added
TLNTalen Energy Corp0.46%$51.7m134.6K−29.6% Reduced
BKRBaker Hughes0.46%$51.7m931.8K−49.6% Reduced
BURLBurlington Stores, Inc.0.43%$48.7m153.8K+2.8% Added
CCitigroup0.43%$48.3m345.3K+12.5% Added
WWayfair Inc.0.42%$47.3m511.9K−41.6% Reduced
GMEDGlobus Medical Inc0.40%$45.3m573.4K−32.4% Reduced
AEISAdvanced Energy Industries Inc0.40%$44.3m118.9KNew
PGProcter & Gamble0.38%$42.6m290.8K−4.9% Reduced
NOWServiceNow0.38%$42.5m428.4KNew
PLMRPalomar Holdings, Inc.0.38%$42.2m334.0K+21.6% Added
TSMTaiwan Semiconductor Manufacturing Co LTD0.36%$40.5m84.9K+13.1% Added
FIXComfort Systems USA0.34%$38.8m19.6K−46.6% Reduced
DIODDiodes Inc0.34%$38.5m351.3KNew
VCYTVeracyte, Inc.0.33%$37.5m638.9KNew
SNDKSandisk0.33%$37.3m16.4K+36.9% Added
VLOValero Energy0.32%$36.0m138.1K+7.0% Added
SPHRSphere Entertainment Co.0.32%$35.4m204.6KNew
IRENIREN Ltd0.30%$33.8m739.7KNew
CMCCommercial Metals Co0.30%$33.8m538.7K−32.8% Reduced
RKTRocket Companies, Inc.0.28%$31.1m1.97M+32.5% Added
NINiSource0.28%$30.9m650.6K−33.6% Reduced
LSCCLattice Semiconductor Corp0.27%$30.8m201.4KNew
SYFSynchrony Financial0.27%$30.7m403.2K−33.4% Reduced
PEverpure0.27%$30.5m387.7KNew
DVNDevon Energy0.26%$29.7m718.9KNew
USFDUS Foods Holding Corp.0.26%$29.4m287.9K−1.1% Reduced
WRBYWarby Parker Inc.0.26%$29.4m969.0K+4.7% Added
CTSHCognizant0.26%$28.9m745.9KNew
PSXPhillips 660.24%$27.3m161.7K+305.3% Added
FROFrontline plc0.23%$26.0m748.6K+56.8% Added
WOLFWolfspeed, Inc.0.23%$25.6m529.8K+34.4% Added
METAMeta Platforms0.22%$25.2m44.8K−69.0% Reduced
HLTHilton Worldwide0.22%$25.1m76.0K−2.7% Reduced
COFCapital One0.22%$25.0m124.6KNew
RCLRoyal Caribbean Group0.22%$24.7m77.6K−4.0% Reduced
NETCloudflare, Inc.0.22%$24.3m98.9KNew
INDIIndie Semiconductor, Inc.0.21%$24.0m5.34M+4.0% Added
TEAMAtlassian Corp0.21%$23.5m301.7KNew
DINOHF Sinclair Corp0.20%$22.9m329.1K+1.9% Added
ROADConstruction Partners, Inc.0.20%$22.7m190.9K−59.3% Reduced
AVTAvnet Inc0.20%$22.7m255.1K+189.0% Added
IQVIQVIA0.20%$22.4m116.0K−4.9% Reduced
JPMJPMorgan Chase0.19%$21.4m65.5K+3.4% Added
BBarrick Mining Corp0.18%$20.7m563.4K+3.9% Added
TMOThermo Fisher Scientific0.18%$20.7m41.3K−39.7% Reduced
NTRNutrien Ltd.0.18%$20.6m327.2K+407.0% Added
FDXFedEx0.18%$20.0m63.8K+440.6% Added
MEDPMedpace Holdings, Inc.0.18%$20.0m37.7K+56.9% Added
KOThe Coca-Cola Company0.18%$19.9m244.5K−2.1% Reduced
MSMorgan Stanley0.17%$19.5m93.2KNew
SBLKStar Bulk Carriers Corp.0.17%$19.0m761.7K+905.2% Added
AVGOBroadcom0.17%$18.9m50.0K−79.7% Reduced
SWSmurfit Westrock0.16%$18.1m392.3K+34.6% Added
EROEro Copper Corp.0.16%$17.8m665.6K+14.6% Added
FFord Motor Company0.15%$16.7m1.20M+3.9% Added
RGENRepligen Corp0.15%$16.6m121.7K−71.1% Reduced
JNJJohnson & Johnson0.15%$16.6m65.2K0.0%
MOAltria0.15%$16.5m228.9K+3.8% Added
GILGildan Activewear Inc.0.14%$15.4m297.9K+67.3% Added
STTState Street Corporation0.14%$15.2m89.6K+31.9% Added
CMSCMS Energy0.13%$14.1m184.6K−34.7% Reduced
SESSES AI Corp0.12%$13.7m133.3KNew
AIGAmerican International Group0.12%$13.0m174.0K+85.1% Added
CORCencora0.11%$12.4m43.8K−1.3% Reduced
APGApi Group Corp0.11%$12.3m290.4K−23.5% Reduced
HOODRobinhood Markets0.11%$12.0m120.0K−10.1% Reduced
PRIPrimerica, Inc.0.10%$11.4m40.3K−1.7% Reduced
DHID. R. Horton0.10%$11.3m69.5K+33.2% Added
AONAon plc0.09%$10.6m31.9K−13.3% Reduced
STLDSteel Dynamics0.09%$10.3m44.7K+3.9% Added
CRHCRH plc0.09%$9.6m90.0K−20.7% Reduced
LYVLive Nation Entertainment0.08%$9.4m51.3K−19.5% Reduced
AKAMAkamai Technologies0.08%$9.3m79.0K−22.9% Reduced
CompanyBought (value)Shares
ACNAccenture$163.2m1.31M
SLBSchlumberger$125.5m2.70M
AXONAxon Enterprise$115.1m205.4K
MDBMongodb, Inc.$107.0m318.5K
UNHUnitedHealth Group$88.4m212.7K
KEYKeyCorp$84.7m3.68M
AMZNAmazon$76.5m320.9K
TWLOTwilio Inc$76.4m370.1K
LRCXLam Research$73.9m170.5K
BNSBank Of Nova Scotia$73.2m843.1K
GLWCorning Inc.$70.6m276.4K
ONTOOnto Innovation Inc.$70.2m185.6K
MKSIMKS Inc$63.2m142.0K
HPEHewlett Packard Enterprise$60.9m1.35M
CSCOCisco$56.1m477.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
DOWDow Inc.−$197.8m−4.75M
ABBVAbbVie−$140.6m−558.9K
PRIMPrimoris Services Corp−$125.8m−879.6K
COHRCoherent Corp.−$104.2m−264.3K
CVXChevron Corporation−$102.5m−495.6K
EXEExpand Energy−$93.1m−847.9K
AVGOBroadcom−$74.0m−195.9K
STXSeagate Technology−$67.9m−70.3K
AAPLApple Inc.−$64.2m−222.0K
NVTnVent Electric plc−$57.6m−339.8K
METAMeta Platforms−$56.0m−99.5K
BKRBaker Hughes−$50.9m−917.4K
GEVGE Vernova−$50.1m−57.4K
MUMicron Technology−$48.9m−42.4K
BEBloom Energy−$46.9m−155.0K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
DOWDow Inc.$197.8m4.75M
PRIMPrimoris Services Corp$125.8m879.6K
CVXChevron Corporation$102.5m495.6K
EXEExpand Energy$93.1m847.9K
GEVGE Vernova$50.1m57.4K
VZVerizon$37.5m747.6K
ALLYAlly Financial Inc.$30.4m774.6K
AAOIApplied Optoelectronics, Inc.$28.8m340.1K
TACTransalta Corp$24.7m1.88M
FIGRFigure Technology Solutions, Inc.$24.5m722.9K
KFYKorn Ferry$23.9m379.8K
CEGConstellation Energy$23.4m83.8K
MAMastercard$22.3m44.5K
TSLATesla, Inc.$18.1m48.7K
LPLALPL Financial Holdings Inc.$15.6m51.9K
MIRMirion Technologies, Inc.$10.0m539.1K
NEMNewmont$9.4m86.5K
GILDGilead Sciences$7.4m53.0K
CPCanadian Pacific Kansas City LTD$7.1m90.3K
DHRDanaher Corporation$6.8m35.9K
CHKPCheck Point Software Technologies LTD$3.5m24.2K
BBTBeacon Financial Corp$2.3m78.2K
AGNCAGNC Investment Corp.$2.2m220.2K
BTUPeabody Energy Corp$2.1m64.2K
MMSMaximus, Inc.$725,42011.3K
FBKFB Financial Corp$625,46112.0K
MTCHMatch Group, Inc.$617,79320.1K
  • Technology25.7%
  • Financials19.3%
  • Health Care15.0%
  • Industrials11.4%
  • Consumer Discretionary7.2%
  • Energy6.8%
  • Materials5.2%
  • Communication Services2.9%
  • Real Estate2.4%
  • Consumer Staples2.1%
  • Utilities2.0%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestNovember 7, 2014 to November 2, 2026+13.5%+13.4%0.640.72−35.2%1.10
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.1%+13.9%0.560.66−35.2%1.11
Last three yearsNovember 3, 2023 to November 2, 2026+22.4%+21.8%1.031.16−22.9%1.10
Last yearNovember 7, 2025 to November 2, 2026+15.7%+14.2%0.830.84−9.7%0.97

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.