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Artemis Investment Management LLP Institutional Portfolio & 13F Holdings (Q2 2026)
Artemis Investment Management LLPCIK: 0001535385
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$11.2B
Reporting period: 2026-06-30 · Number of holdings: 213
Artemis Investment Management LLP disclosed 213 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $11.2B and a quarterly turnover rate of 56.4%.
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Personality snowflake
- Concentration
- 4.36
- Portfolio Stability
- 56.44
- Momentum
- 100
- Sector conviction
- 45.84
- Diversification
- 100
- Sizing Uniformity
- 88.47
Artemis Investment Management LLP's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 92 equally-sized positions, well below its 213 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.govSold out DOW
Trim KGC
-58.7% -$139.7M
New buy ACN
Add LRCX
+35.9% $178.1M
Sold out PRIM
Trim ABBV
-53.7% -$105.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | Stock-Tech | 3.45% | +1.13% | +16.94% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 2.49% | +1.41% | +35.95% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.33% | -0.45% | -13.01% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.19% | +0.31% | +11.22% | |
| 5 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.13% | -0.85% | -11.44% | |
| 6 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 2.02% | +0.65% | +29.24% | |
| 7 | FHN | First Horizon CORP | Stock-Financials | 1.64% | +0.25% | +24.67% | |
| 8 | PFE | Pfizer Inc | Stock-Healthcare | 1.63% | -0.57% | +2.98% | |
| 9 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.60% | +0.70% | +68.75% | |
| 10 | BEN | Franklin Resources Inc | Stock-Financials | 1.57% | +0.35% | +8.84% | |
| 11 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.57% | -0.29% | +5.83% | |
| 12 | KEY | Keycorp | Stock-Financials | 1.56% | +0.73% | +94.16% | |
| 13 | ATI | Ati Inc | Stock-Industrials | 1.48% | +0.37% | +16.63% | |
| 14 | ACN | Accenture plc | Stock-Tech | 1.45% | +1.45% | NEW | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.66% | +96.75% | |
| 16 | AXON | Axon Enterprise Inc | Stock-Industrials | 1.35% | +1.06% | +319.13% | |
| 17 | GM | General Motors Co | Stock-Consumer Disc | 1.22% | -0.08% | +8.00% | |
| 18 | CFG | Citizens Financial Group | Stock-Financials | 1.21% | — | +2.37% | |
| 19 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.18% | -0.59% | -25.66% | |
| 20 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.15% | -0.01% | -3.35% | |
| 21 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.14% | -0.59% | -21.39% | |
| 22 | SLB | Slb LTD | Stock-Energy | 1.12% | +1.12% | NEW | |
| 23 | CR | Crane Co | Stock-Industrials | 1.12% | +0.14% | +3.42% | |
| 24 | BIIB | Biogen Inc | Stock-Healthcare | 1.10% | -0.01% | -0.10% | |
| 25 | BKU | Bankunited Inc | Stock-Other | 1.10% | +0.04% | +14.62% | |
| 26 | TFC | Truist Financial CORP | Stock-Financials | 1.09% | +0.38% | +68.14% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | -1.32% | -53.66% | |
| 28 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.08% | +0.14% | +34.30% | |
| 29 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 1.03% | -0.07% | +10.17% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.12% | +3.33% | |
| 31 | NVT | nVent Electric plc | Stock-Industrials | 1.01% | -0.26% | -33.65% | |
| 32 | WTFC | Wintrust Financial CORP | Stock-Financials | 1.00% | +0.10% | +13.79% | |
| 33 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.97% | +0.21% | -38.49% | |
| 34 | EVR | Evercore Inc - A | Stock-Financials | 0.96% | +0.09% | +14.75% | |
| 35 | MDB | Mongodb Inc | Stock-Tech | 0.95% | +0.95% | NEW | |
| 36 | VLY | Valley National Bancorp | Stock-Financials | 0.95% | +0.32% | +49.54% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.94% | +0.28% | -19.10% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.93% | +0.38% | -29.55% | |
| 39 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.92% | -0.10% | +37.95% | |
| 40 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.88% | -0.05% | +4.62% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.88% | +0.02% | +11.34% | |
| 42 | BAP | Credicorp Ltd. | Stock-Financials | 0.87% | +0.01% | +4.51% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.86% | +0.07% | +9.13% | |
| 44 | COHR | Coherent CORP | Stock-Tech | 0.86% | -0.42% | -52.04% | |
| 45 | TRGP | Targa Resources CORP | Stock-Energy | 0.83% | -0.12% | -2.81% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.79% | +0.79% | NEW | |
| 47 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.78% | -0.08% | -3.37% | |
| 48 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.77% | -0.21% | -1.67% | |
| 49 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.75% | -0.89% | -28.33% | |
| 50 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.72% | -0.06% | +2.31% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.5%
Performance Last 4 Quarters
+30.6%
- Stdev
- +16.6%
- Beta
- +1.21
- Alpha
- -2.1%
- Max Drawdown
- -14%
- Annualized Perf
- +22.8%
- Batting Avg vs S&P
- +61.1%
- Sortino
- +2.49
- Stutzer
- +0.39
- Treynor
- +0.18
- Sterling
- +1.2
- Calmar
- +1.64
- Information Ratio
- +0.33
- Tracking Error
- +6.3%
- Stdev Down
- +8.9%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +45.5%
- Worst 12 Months
- -3%
- Efficiency Ratio
- +0.56
- Sharpe
- +1.33
- Stdev Sectors
- +7.5%
- Skewness
- -0.18
- Kurtosis
- -0.4
- Upside Potential
- +4.1
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: Sold out: Dow Inc (DOW); New buy: Accenture plc (ACN); Sold out: Primoris Services CORP (PRIM); New buy: Slb LTD (SLB); New buy: Mongodb Inc (MDB).
Showing top 200 changes by size (of 242 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | +1.5% | NEW | New buy |
| 2 | LRCX | Lam Research CORP | +1.4% | +35.95% | Add |
| 3 | CSCO | Cisco Systems Inc | +1.1% | +16.94% | Add |
| 4 | SLB | Slb LTD | +1.1% | NEW | New buy |
| 5 | AXON | Axon Enterprise Inc | +1.1% | +319.13% | Add |
| 6 | MDB | Mongodb Inc | +1% | NEW | New buy |
| 7 | UNH | Unitedhealth Group Inc | +0.8% | NEW | New buy |
| 8 | KEY | Keycorp | +0.7% | +94.16% | Add |
| 9 | BNS | Bank Of Nova Scotia | +0.7% | +68.75% | Add |
| 10 | TWLO | Twilio Inc - A | +0.7% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.7% | +96.75% | Add |
| 12 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.7% | +29.24% | Add |
| 13 | GLW | Corning Inc | +0.6% | NEW | New buy |
| 14 | ONTO | Onto Innovation Inc | +0.6% | NEW | New buy |
| 15 | MKSI | Mks Inc | +0.6% | NEW | New buy |
| 16 | HPE | Hewlett Packard Enterprise | +0.5% | NEW | New buy |
| 17 | ESI | Element Solutions Inc | +0.5% | NEW | New buy |
| 18 | DELL | Dell Technologies -c | +0.5% | +29.58% | Add |
| 19 | AXGN | Axogen Inc | +0.5% | +299.21% | Add |
| 20 | DB | Deutsche Bank Aktiengesellschaft | +0.4% | NEW | New buy |
| 21 | SGI | Somnigroup International Inc | +0.4% | +170.19% | Add |
| 22 | AEIS | Advanced Energy Industries | +0.4% | NEW | New buy |
| 23 | TFC | Truist Financial CORP | +0.4% | +68.14% | Add |
| 24 | AMD | Advanced Micro Devices | +0.4% | -29.55% | Trim |
| 25 | NOW | Servicenow Inc | +0.4% | NEW | New buy |
| 26 | ATI | Ati Inc | +0.4% | +16.63% | Add |
| 27 | AFRM | Affirm Holdings Inc | +0.4% | +40.17% | Add |
| 28 | BEN | Franklin Resources Inc | +0.4% | +8.84% | Add |
| 29 | MFG | Mizuho Financial Group-adr | +0.3% | +39043.65% | Add |
| 30 | DIOD | Diodes Inc | +0.3% | NEW | New buy |
| 31 | VCYT | Veracyte Inc | +0.3% | NEW | New buy |
| 32 | VLY | Valley National Bancorp | +0.3% | +49.54% | Add |
| 33 | SPHR | Sphere Entertainment Co | +0.3% | NEW | New buy |
| 34 | GOOGL | Alphabet Inc-cl A | +0.3% | +11.22% | Add |
| 35 | IREN | IREN Limited | +0.3% | NEW | New buy |
| 36 | MU | Micron Technology Inc | +0.3% | -39.08% | Trim |
| 37 | AMAT | Applied Materials Inc | +0.3% | -19.10% | Trim |
| 38 | LSCC | Lattice Semiconductor CORP | +0.3% | NEW | New buy |
| 39 | P | Everpure Inc-a | +0.3% | NEW | New buy |
| 40 | DVN | Devon Energy CORP | +0.3% | NEW | New buy |
| 41 | CTSH | Cognizant Tech Solutions-a | +0.3% | NEW | New buy |
| 42 | FHN | First Horizon CORP | +0.3% | +24.67% | Add |
| 43 | SNDK | Sandisk CORP | +0.3% | +36.90% | Add |
| 44 | HBM | Hudbay Minerals Inc | +0.2% | +70.46% | Add |
| 45 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 46 | NET | Cloudflare Inc - Class A | +0.2% | NEW | New buy |
| 47 | STX | Seagate Technology Holdings plc | +0.2% | -38.49% | Trim |
| 48 | TEAM | Atlassian Corp-cl A | +0.2% | NEW | New buy |
| 49 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 50 | PSX | Phillips 66 | +0.2% | +305.28% | 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $11.2B, spread across 213 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. Cisco Systems Inc (CSCO) — $387.4M (3.5%)
2. Lam Research CORP (LRCX) — $279.4M (2.5%)
3. Nvidia CORP (NVDA) — $261.4M (2.3%)
4. Alphabet Inc-cl A (GOOGL) — $245.6M (2.2%)
5. AstraZeneca PLC (AZN) — $239.2M (2.1%)
What changes did Artemis Investment Management LLP make in its most recent portfolio filing?
In the latest reported quarter, Artemis Investment Management LLP made 198 notable position adjustments: 33 new positions were initiated, 78 existing holdings were added to, 62 positions were partially reduced, and 25 were completely exited. The largest of these moves: Sold out: Dow Inc (DOW); New buy: Accenture plc (ACN); Sold out: Primoris Services CORP (PRIM); New buy: Slb LTD (SLB); New buy: Mongodb Inc (MDB)
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: 24.5%
• Financials: 20.6%
• Health Care: 14.6%
• Industrials: 12.2%
• Consumer Discretionary: 7.4%
• Energy: 6.1%
Investment Profile
Artemis Investment Management LLP returned an annualized 22.8% over the trailing 36 months — underperforming the S&P 500 by 2.1 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.21 (more volatile than the market) and a 61% quarterly batting average against the index.
Its portfolio is broadly diversified and fast-trading.
Its turnover score has risen from 0 to 56 over the past 4 quarters — a shift toward more active trading.
It has added to its CSCO position over the past two quarters (+$243.5M, now $387.4M), while trimming MSFT over the same stretch (-$196.3M, still holding $8.1M).
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Developer Access
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REST API
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npx alphasmo institutions get artemis-investment-management-llp