AI
Artemis Investment Management LLP Institutional Portfolio & 13F Holdings (Q3 2026)
Artemis Investment Management LLPCIK: 0001535385
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$11.5B
Reporting period: 2026-09-30 · Number of holdings: 200
Artemis Investment Management LLP disclosed 200 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $11.5B and a quarterly turnover rate of 50.5%.
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Personality snowflake
- Concentration
- 4.63
- Portfolio Stability
- 50.53
- Momentum
- 100
- Sector conviction
- 49.74
- Diversification
- 100
- Sizing Uniformity
- 88.51
Artemis Investment Management LLP's disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 86 equally-sized positions, well below its 200 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.15), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MSFT
+2550.8% $286.2M
Add ACN
+67.6% $239.7M
Trim LRCX
-54.1% -$182.2M
Sold out KEY
Add CTSH
+289.6% $138.0M
Add DB
+242.2% $131.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | Stock-Tech | 3.51% | +2.06% | +67.55% | |
| 2 | CSCO | Cisco Systems Inc | Stock-Tech | 2.91% | -0.54% | -6.08% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | +0.44% | +6.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | +2.50% | +2550.76% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.37% | +24.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | -0.51% | -18.38% | |
| 7 | AZN | AstraZeneca PLC | Stock-Healthcare | 1.66% | -0.47% | -8.86% | |
| 8 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 1.57% | +1.13% | +242.15% | |
| 9 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.57% | +1.02% | +182.63% | |
| 10 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.54% | -0.06% | -6.16% | |
| 11 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.54% | -0.03% | -7.54% | |
| 12 | TWLO | Twilio Inc - A | Stock-Tech | 1.50% | +0.82% | +58.90% | |
| 13 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 1.46% | +1.20% | +289.55% | |
| 14 | BEN | Franklin Resources Inc | Stock-Financials | 1.44% | -0.13% | -3.26% | |
| 15 | GM | General Motors Co | Stock-Consumer Disc | 1.44% | +0.22% | +20.45% | |
| 16 | ATI | Ati Inc | Stock-Industrials | 1.41% | -0.07% | +1.54% | |
| 17 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.41% | +0.27% | +18.11% | |
| 18 | SLB | Slb LTD | Stock-Energy | 1.33% | +0.21% | +16.36% | |
| 19 | FHN | First Horizon CORP | Stock-Financials | 1.31% | -0.33% | -9.11% | |
| 20 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 1.28% | -0.74% | -16.85% | |
| 21 | CFG | Citizens Financial Group | Stock-Financials | 1.24% | +0.03% | +15.01% | |
| 22 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 1.24% | +1.08% | +719.61% | |
| 23 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.23% | +0.20% | +23.16% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | +1.00% | +329.57% | |
| 25 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 1.21% | +0.29% | +4.24% | |
| 26 | BIIB | Biogen Inc | Stock-Healthcare | 1.15% | +0.05% | +1.89% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 1.14% | +0.21% | +18.29% | |
| 28 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.14% | -0.01% | +0.72% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | +0.05% | +3.00% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.47% | +54.43% | |
| 31 | TRGP | Targa Resources CORP | Stock-Energy | 1.08% | +0.25% | +32.34% | |
| 32 | COP | Conocophillips | Stock-Energy | 1.02% | +1.02% | NEW | |
| 33 | CR | Crane Co | Stock-Industrials | 1.00% | -0.12% | +0.10% | |
| 34 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.94% | +0.59% | +231.96% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 0.94% | -0.69% | -50.59% | |
| 36 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.90% | +0.25% | +55.46% | |
| 37 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.89% | -0.19% | +1.07% | |
| 38 | P | Everpure Inc-a | Stock-Tech | 0.88% | +0.61% | +100.09% | |
| 39 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.88% | -0.09% | -2.55% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | -0.02% | +2.49% | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.85% | -1.64% | -54.09% | |
| 42 | DELL | Dell Technologies -c | Stock-Tech | 0.82% | +0.11% | -5.50% | |
| 43 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.80% | -0.20% | -7.42% | |
| 44 | VG | Venture Global Inc-cl A | Stock-Energy | 0.79% | +0.71% | +754.26% | |
| 45 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | -0.08% | +3.22% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | -0.26% | -20.47% | |
| 47 | TFC | Truist Financial CORP | Stock-Financials | 0.76% | -0.33% | -23.75% | |
| 48 | NTRA | Natera Inc | Stock-Healthcare | 0.73% | +0.25% | +0.62% | |
| 49 | NVT | nVent Electric plc | Stock-Industrials | 0.72% | -0.29% | -22.84% | |
| 50 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.72% | +0.51% | +53.00% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+1.2%
Performance Last 4 Quarters
+19.5%
- Stdev
- +16.1%
- Beta
- +1.24
- Alpha
- -4.2%
- Max Drawdown
- -14%
- Annualized Perf
- +25.2%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +2.83
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.32
- Calmar
- +1.8
- Information Ratio
- +0.19
- Tracking Error
- +6.3%
- Stdev Down
- +8.5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +44.9%
- Worst 12 Months
- -3%
- Efficiency Ratio
- +0.65
- Sharpe
- +1.48
- Stdev Sectors
- +8.3%
- Skewness
- -0.22
- Kurtosis
- -0.15
- Upside Potential
- +4.33
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 200 | $11.5B | 51 | ||
| 2026 Q2 | 213 | $11.2B | 56 | ||
| 2026 Q1 | 203 | $9.4B | 67 | ||
| 2025 Q4 | 184 | $8.3B | 60 | ||
| 2025 Q3 | 183 | $8.0B | 84 | ||
| 2025 Q2 | 192 | $7.8B | 0 | ||
| 2025 Q1 | 194 | $6.5B | 100 | ||
| 2024 Q4 | 202 | $7.0B | 0 | ||
| 2024 Q3 | 196 | $6.6B | 0 | ||
| 2024 Q2 | 200 | $7.4B | 0 | ||
| 2024 Q1 | 213 | $7.9B | 0 | ||
| 2023 Q4 | 211 | $6.9B | 0 | ||
| 2023 Q3 | 201 | $7.2B | 0 | ||
| 2023 Q2 | 204 | $8.0B | 0 | ||
| 2023 Q1 | 211 | $8.2B | 0 | ||
| 2022 Q4 | 222 | $8.8B | 0 | ||
| 2022 Q3 | 227 | $8.8B | 0 | ||
| 2022 Q2 | 237 | $9.7B | 0 | ||
| 2022 Q1 | 254 | $12.5B | 0 | ||
| 2021 Q4 | 261 | $13.8B | 0 | ||
| 2021 Q3 | 285 | $12.6B | 0 | ||
| 2021 Q2 | 279 | $11.6B | 95 | ||
| 2021 Q1 | 246 | $10.5B | 58 | ||
| 2020 Q4 | 247 | $9.6B | 62 | ||
| 2020 Q3 | 247 | $8.0B | 11 | ||
| 2020 Q2 | 214 | $59.2B | 0 | ||
| 2020 Q1 | 214 | $59.2B | 100 | ||
| 2019 Q4 | 225 | $7.9B | 53 | ||
| 2019 Q3 | 233 | $7.3B | 48 | ||
| 2019 Q2 | 275 | $8.5B | 37 | ||
| 2019 Q1 | 279 | $8.6B | 41 | ||
| 2018 Q4 | 257 | $7.7B | 63 | ||
| 2018 Q3 | 281 | $9.0B | 54 | ||
| 2018 Q2 | 233 | $7.3B | 58 | ||
| 2018 Q1 | 224 | $6.5B | 44 | ||
| 2017 Q4 | 220 | $6.0B | 57 | ||
| 2017 Q3 | 214 | $4.9B | 55 | ||
| 2017 Q2 | 227 | $4.1B | 53 | ||
| 2017 Q1 | 204 | $3.7B | 58 | ||
| 2016 Q4 | 217 | $3.7B | 81 | ||
| 2016 Q3 | 212 | $3.6B | 75 | ||
| 2016 Q2 | 231 | $3.7B | 69 | ||
| 2016 Q1 | 231 | $4.0B | 60 | ||
| 2015 Q4 | 215 | $4.0B | 51 | ||
| 2015 Q3 | 230 | $3.4B | 48 | ||
| 2015 Q2 | 225 | $3.1B | 83 | ||
| 2015 Q1 | 247 | $2.5B | 61 | ||
| 2014 Q4 | 245 | $2.6B | 74 | ||
| 2014 Q3 | 184 | $2.0B | 0 |
Holding changes this quarter
Artemis Investment Management LLP's most significant position changes for 2026-09-30: Sold out: Keycorp (KEY); New buy: Conocophillips (COP); Sold out: Vale Sa-sp Adr (VALE); Sold out: Agnico Eagle Mines LTD (AEM); Sold out: Simon Property Group Inc (SPG).
Showing top 200 changes by size (of 229 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.5% | +2550.76% | Add |
| 2 | ACN | Accenture plc | +2.1% | +67.55% | Add |
| 3 | CTSH | Cognizant Tech Solutions-a | +1.2% | +289.55% | Add |
| 4 | DB | Deutsche Bank Aktiengesellschaft | +1.1% | +242.15% | Add |
| 5 | SW | Smurfit Westrock Plc | +1.1% | +719.61% | Add |
| 6 | ADM | Archer-daniels-midland Co | +1% | +182.63% | Add |
| 7 | COP | Conocophillips | +1% | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | +1% | +329.57% | Add |
| 9 | TWLO | Twilio Inc - A | +0.8% | +58.90% | Add |
| 10 | VG | Venture Global Inc-cl A | +0.7% | +754.26% | Add |
| 11 | P | Everpure Inc-a | +0.6% | +100.09% | Add |
| 12 | FIX | Comfort Systems USA Inc | +0.6% | +231.96% | Add |
| 13 | LITE | Lumentum Holdings Inc | +0.5% | NEW | New buy |
| 14 | TEAM | Atlassian Corp-cl A | +0.5% | +53.00% | Add |
| 15 | IQV | Iqvia Holdings Inc | +0.5% | +156.89% | Add |
| 16 | RGEN | Repligen CORP | +0.5% | +207.64% | Add |
| 17 | AAPL | Apple Inc | +0.5% | +54.43% | Add |
| 18 | NVDA | Nvidia CORP | +0.4% | +6.28% | Add |
| 19 | MFG | Mizuho Financial Group-adr | +0.4% | +84.61% | Add |
| 20 | AMZN | Amazon.com Inc | +0.4% | +24.42% | Add |
| 21 | MEDP | Medpace Holdings Inc | +0.3% | +150.85% | Add |
| 22 | DVN | Devon Energy CORP | +0.3% | +103.82% | Add |
| 23 | TMO | Thermo Fisher Scientific Inc | +0.3% | +105.46% | Add |
| 24 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | +4.24% | Add |
| 25 | PAGP | Plains Gp Holdings Lp-cl A | +0.3% | +18.11% | Add |
| 26 | LSCC | Lattice Semiconductor CORP | +0.3% | +141.98% | Add |
| 27 | TRGP | Targa Resources CORP | +0.3% | +32.34% | Add |
| 28 | ELAN | Elanco Animal Health Inc | +0.3% | +55.46% | Add |
| 29 | NTRA | Natera Inc | +0.3% | +0.62% | Add |
| 30 | SBLK | Star Bulk Carriers Corp. | +0.2% | +108.13% | Add |
| 31 | PSX | Phillips 66 | +0.2% | +30.07% | Add |
| 32 | IT | Gartner Inc | +0.2% | NEW | New buy |
| 33 | GM | General Motors Co | +0.2% | +20.45% | Add |
| 34 | SLB | Slb LTD | +0.2% | +16.36% | Add |
| 35 | AMD | Advanced Micro Devices | +0.2% | +18.29% | Add |
| 36 | SPHR | Sphere Entertainment Co | +0.2% | +118.95% | Add |
| 37 | DINO | Hf Sinclair CORP | +0.2% | +33.63% | Add |
| 38 | JLL | Jones Lang Lasalle Inc | +0.2% | +23.16% | Add |
| 39 | WMT | Walmart Inc | +0.2% | +51.74% | Add |
| 40 | AIR | Aar CORP | +0.2% | +1031.60% | Add |
| 41 | AVGO | Broadcom Inc | +0.2% | +123.64% | Add |
| 42 | ✓ | +0.2% | NEW | New buy | |
| 43 | C | Citigroup Inc | +0.2% | +51.80% | Add |
| 44 | VLO | Valero Energy CORP | +0.2% | +3.31% | Add |
| 45 | DOW | Dow Inc | +0.1% | NEW | New buy |
| 46 | ERO | Ero Copper CORP | +0.1% | +34.28% | Add |
| 47 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 48 | DELL | Dell Technologies -c | +0.1% | -5.50% | Trim |
| 49 | SCHW | Schwab (charles) CORP | +0.1% | NEW | New buy |
| 50 | JPM | Jpmorgan Chase & Co | +0.1% | +59.08% | Add |
1–50 of 200
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Artemis Investment Management LLP and what type of investor is it?
Artemis Investment Management LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $11.5B, spread across 200 disclosed positions.
What are Artemis Investment Management LLP's largest equity positions?
Based on the latest 13F filing, Artemis Investment Management LLP's top holdings by market value are:
1. Accenture plc (ACN) — $402.8M (3.5%)
2. Cisco Systems Inc (CSCO) — $333.4M (2.9%)
3. Nvidia CORP (NVDA) — $317.1M (2.8%)
4. Microsoft CORP (MSFT) — $294.3M (2.6%)
5. Amazon.com Inc (AMZN) — $202.3M (1.8%)
What changes did Artemis Investment Management LLP make in its most recent portfolio filing?
In the latest reported quarter, Artemis Investment Management LLP made 190 notable position adjustments: 15 new positions were initiated, 81 existing holdings were added to, 66 positions were partially reduced, and 28 were completely exited. The largest of these moves: Sold out: Keycorp (KEY); New buy: Conocophillips (COP); Sold out: Vale Sa-sp Adr (VALE); Sold out: Agnico Eagle Mines LTD (AEM); Sold out: Simon Property Group Inc (SPG)
What sectors does Artemis Investment Management LLP focus on?
Artemis Investment Management LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.4%
• Financials: 17.5%
• Health Care: 14.7%
• Energy: 9.7%
• Industrials: 9.6%
• Consumer Discretionary: 7.6%
Investment Profile
Artemis Investment Management LLP returned an annualized 25.2% over the trailing 36 months — underperforming the S&P 500 by 4.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.24 (more volatile than the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has fallen from 84 to 51 over the past 4 quarters — a shift toward longer holding periods.
It has added to its AMZN position over the past two quarters (+$133.2M, now $202.3M), while trimming PFE over the same stretch (-$100.3M, still holding $107.3M).
Peer Institutions
Institutions with a similar AUM
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Total reported value
$11.5B
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Concentration10.0
Portfolio Stability67.9
Sector conviction66.9
AUM within 0.0% of this institution
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RC
Ra Capital Management, L.p.
CIK 0001346824
Total reported value
$11.5B
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Portfolio Stability87.6
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WA
Wolverine Asset Management LLC
CIK 0001279891
Total reported value
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Concentration3.2
Portfolio Stability65.0
Sector conviction58.2
AUM within 0.7% of this institution
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Developer Access
Access Artemis Investment Management LLP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/artemis-investment-management-llpCLI
npx alphasmo institutions get artemis-investment-management-llp