CIK: 0001535385
Total reported value
$9.4B
Reporting period: 2026-03-31 · Number of holdings: 203
Artemis Investment Management LLP disclosed 203 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.4B and a quarterly turnover rate of 67.1%.
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Artemis Investment Management LLP's disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 87 equally-sized positions, well below its 203 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 1.16), 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.
Trim MSFT
-89.0% -$187.2M
Trim AMZN
-55.2% -$101.7M
Trim CCL1EUR
-99.6% -$108.2M
Trim GOOGL
-25.6% -$82.2M
Trim C
-72.9% -$97.5M
Add FCX
+216.0% $120.9M
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | Stock-Healthcare | 2.98% | +2.98% | NEW | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | — | -5.91% | |
| 3 | ABBV | Abbvie INC | Stock-Healthcare | 2.40% | +0.46% | +47.94% | |
| 4 | CSCO | Cisco Systems INC | Stock-Tech | 2.32% | +0.58% | +50.97% | |
| 5 | PFE | Pfizer INC | Stock-Healthcare | 2.20% | +0.51% | +31.78% | |
| 6 | KGC | Kinross Gold CORP | Stock-Materials | 2.18% | +0.24% | +17.89% | |
| 7 | DOW | Dow INC | Stock-Materials | 2.10% | +2.10% | NEW | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | -1.26% | -25.57% | |
| 9 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.86% | +0.73% | +65.75% | |
| 10 | FCX | Freeport-mcmoran INC | Stock-Materials | 1.77% | +1.22% | +216.04% | |
| 11 | PAGP | Plains Gp Holdings Lp-cl A | Stock-Energy | 1.73% | +0.91% | +90.19% | |
| 12 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.64% | +0.47% | +32.99% | |
| 13 | FHN | First Horizon CORP | Stock-Financials | 1.39% | +0.30% | +52.33% | |
| 14 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | 1.37% | +1.37% | NEW | |
| 15 | PRIM | Primoris Services CORP | Stock-Industrials | 1.33% | — | +9.99% | |
| 16 | GM | General Motors Co | Stock-Consumer Disc | 1.30% | — | -15.54% | |
| 17 | COHR | Coherent CORP | Stock-Tech | 1.28% | +0.87% | +176.81% | |
| 18 | NVT | nVent Electric plc | Stock-Industrials | 1.27% | — | -25.45% | |
| 19 | AAPL | Apple INC | Stock-Tech | 1.26% | — | -4.48% | |
| 20 | BEN | Franklin Resources INC | Stock-Financials | 1.22% | +1.20% | +8629.20% | |
| 21 | CFG | Citizens Financial Group | Stock-Financials | 1.21% | — | -22.42% | |
| 22 | BKR | Baker Hughes Co | Stock-Energy | 1.20% | +1.20% | NEW | |
| 23 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.16% | — | +19.01% | |
| 24 | ATI | Ati INC | Stock-Industrials | 1.11% | +1.11% | NEW | |
| 25 | BIIB | Biogen INC | Stock-Healthcare | 1.11% | +0.63% | +151.97% | |
| 26 | JLL | Jones Lang Lasalle INC | Stock-Real Estate | 1.10% | — | -15.63% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.09% | +1.09% | NEW | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 1.08% | — | -8.10% | |
| 29 | BKU | Bankunited INC | Stock-Other | 1.06% | — | +34.17% | |
| 30 | DEC | Diversified Energy Co | Stock-Other | 1.02% | +0.57% | +109.78% | |
| 31 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 1.02% | +0.73% | +129.90% | |
| 32 | EXE | Expand Energy CORP | Stock-Energy | 0.99% | +0.99% | NEW | |
| 33 | CR | Crane Co | Stock-Industrials | 0.98% | — | +8.76% | |
| 34 | VALE | Vale Sa-sp Adr | Stock-Materials | 0.98% | +0.98% | NEW | |
| 35 | TRGP | Targa Resources CORP | Stock-Energy | 0.95% | +0.95% | NEW | |
| 36 | CNP | Centerpoint Energy INC | Stock-Utilities | 0.94% | — | +28.60% | |
| 37 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.93% | — | -2.92% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | — | +7.08% | |
| 39 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 0.90% | — | +25.72% | |
| 40 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.90% | +0.40% | +120.28% | |
| 41 | WTFC | Wintrust Financial CORP | Stock-Financials | 0.90% | — | +44.24% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | — | +28.29% | |
| 43 | EVR | Evercore INC - A | Stock-Financials | 0.87% | — | +33.79% | |
| 44 | BAP | Credicorp Ltd. | Stock-Financials | 0.86% | — | +8.26% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | — | -25.02% | |
| 46 | CAH | Cardinal Health INC | Stock-Healthcare | 0.86% | — | +11.05% | |
| 47 | KEY | Keycorp | Stock-Financials | 0.83% | — | +43.94% | |
| 48 | AVGO | Broadcom INC | Stock-Tech | 0.81% | — | +130.49% | |
| 49 | GS | Goldman Sachs Group INC | Stock-Financials | 0.79% | — | -10.32% | |
| 50 | EMBJ | Embraer Sa-spon Adr | Stock-Industrials | 0.78% | +0.62% | +501.16% |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+29%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 203 | $9.4B | 67 | |
| 2025-12-31 | 184 | $8.3B | 60 | |
| 2025-09-30 | 183 | $8.0B | 84 | |
| 2025-06-30 | 192 | $7.8B | 0 | |
| 2025-03-31 | 194 | $6.5B | 100 | |
| 2024-12-31 | 202 | $7.0B | 0 | |
| 2024-09-30 | 196 | $6.6B | 0 | |
| 2024-06-30 | 200 | $7.4B | 0 | |
| 2024-03-31 | 213 | $7.9B | 0 | |
| 2023-12-31 | 211 | $6.9B | 0 | |
| 2023-09-30 | 201 | $7.2B | 0 | |
| 2023-06-30 | 204 | $8.0B | 0 | |
| 2023-03-31 | 211 | $8.2B | 0 | |
| 2022-12-31 | 222 | $8.8B | 0 | |
| 2022-09-30 | 227 | $8.8B | 0 | |
| 2022-06-30 | 237 | $9.7B | 0 | |
| 2022-03-31 | 254 | $12.5B | 0 | |
| 2021-12-31 | 261 | $13.8B | 0 | |
| 2021-09-30 | 285 | $12.6B | 0 | |
| 2021-06-30 | 279 | $11.6B | 95 | |
| 2021-03-31 | 246 | $10.5B | 58 | |
| 2020-12-31 | 247 | $9.6B | 62 | |
| 2020-09-30 | 247 | $8.0B | 11 | |
| 2020-06-30 | 214 | $59.2B | 0 | |
| 2020-03-31 | 214 | $59.2B | 100 | |
| 2019-12-31 | 225 | $7.9B | 53 | |
| 2019-09-30 | 233 | $7.3B | 48 | |
| 2019-06-30 | 275 | $8.5B | 37 | |
| 2019-03-31 | 279 | $8.6B | 41 | |
| 2018-12-31 | 257 | $7.7B | 63 | |
| 2018-09-30 | 281 | $9.0B | 54 | |
| 2018-06-30 | 233 | $7.3B | 58 | |
| 2018-03-31 | 224 | $6.5B | 44 | |
| 2017-12-31 | 220 | $6.0B | 57 | |
| 2017-09-30 | 214 | $4.9B | 55 | |
| 2017-06-30 | 227 | $4.1B | 53 | |
| 2017-03-31 | 204 | $3.7B | 58 | |
| 2016-12-31 | 217 | $3.7B | 81 | |
| 2016-09-30 | 212 | $3.6B | 75 | |
| 2016-06-30 | 231 | $3.7B | 69 | |
| 2016-03-31 | 231 | $4.0B | 60 | |
| 2015-12-31 | 215 | $4.0B | 51 | |
| 2015-09-30 | 230 | $3.4B | 48 | |
| 2015-06-30 | 225 | $3.1B | 83 | |
| 2015-03-31 | 247 | $2.5B | 61 | |
| 2014-12-31 | 245 | $2.6B | 74 | |
| 2014-09-30 | 184 | $2.0B | 0 |
Artemis Investment Management LLP's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); New buy: Dow INC (DOW); Sold out: Capital One Financial CORP (COF); Sold out: Deutsche Bank Aktiengesellschaft (DB); New buy: Hunt (jb) Transprt Svcs INC (JBHT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FCX | Freeport-mcmoran INC | +1.2% | +216.04% | Add |
| 2 | BEN | Franklin Resources INC | +1.2% | +8629.20% | Add |
| 3 | PAGP | Plains Gp Holdings Lp-cl A | +0.9% | +90.19% | Add |
| 4 | COHR | Coherent CORP | +0.9% | +176.81% | Add |
| 5 | BMY | Bristol-myers Squibb Co | +0.7% | +65.75% | Add |
| 6 | PBR | Petroleo Brasileiro-spon Adr | +0.7% | +129.90% | Add |
| 7 | BIIB | Biogen INC | +0.6% | +151.97% | Add |
| 8 | EMBJ | Embraer Sa-spon Adr | +0.6% | +501.16% | Add |
| 9 | CSCO | Cisco Systems INC | +0.6% | +50.97% | Add |
| 10 | DEC | Diversified Energy Co | +0.6% | +109.78% | Add |
| 11 | PFE | Pfizer INC | +0.5% | +31.78% | Add |
| 12 | AEM | Agnico Eagle Mines LTD | +0.5% | +32.99% | Add |
| 13 | ABBV | Abbvie INC | +0.5% | +47.94% | Add |
| 14 | BNS | Bank Of Nova Scotia | +0.4% | +120.28% | Add |
| 15 | TLN | Talen Energy CORP | +0.4% | +247.16% | Add |
| 16 | FHN | First Horizon CORP | +0.3% | +52.33% | Add |
| 17 | KGC | Kinross Gold CORP | +0.2% | +17.89% | Add |
| 18 | WFC | Wells Fargo & Co | -0.5% | -58.79% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | -0.6% | -67.47% | Trim |
| 20 | AXON | Axon Enterprise INC | -0.6% | -51.90% | Trim |
| 21 | CMC | Commercial Metals Co | -0.7% | -46.64% | Trim |
| 22 | CRH | CRH plc | -0.8% | -80.52% | Trim |
| 23 | STX | Seagate Technology Holdings plc | -0.9% | -62.96% | Trim |
| 24 | HBM | Hudbay Minerals INC | -1% | -70.70% | Trim |
| 25 | C | Citigroup INC | -1.2% | -72.94% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | -1.3% | -25.57% | Trim |
| 27 | CCL1EUR | Carnival CORP LTD | -1.3% | -99.61% | Trim |
| 28 | AMZN | Amazon.com INC | -1.3% | -55.18% | Trim |
| 29 | MSFT | Microsoft CORP | -2.3% | -89.02% | Trim |
| 30 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 31 | DOW | Dow INC | — | NEW | New buy |
| 32 | COF | Capital One Financial CORP | — | EXIT | Sold out |
| 33 | DB | Deutsche Bank Aktiengesellschaft | — | EXIT | Sold out |
| 34 | JBHT | Hunt (jb) Transprt Svcs INC | — | NEW | New buy |
| 35 | BKR | Baker Hughes Co | — | NEW | New buy |
| 36 | ATI | Ati INC | — | NEW | New buy |
| 37 | CVX | Chevron CORP | — | NEW | New buy |
| 38 | EXE | Expand Energy CORP | — | NEW | New buy |
| 39 | VALE | Vale Sa-sp Adr | — | NEW | New buy |
| 40 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 41 | HAS | Hasbro INC | — | NEW | New buy |
| 42 | SPG | Simon Property Group INC | — | NEW | New buy |
| 43 | JEF | Jefferies Financial Group In | — | EXIT | Sold out |
| 44 | CFR | Cullen/frost Bankers INC | — | NEW | New buy |
| 45 | WBS | Webster Financial CORP | — | EXIT | Sold out |
| 46 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 47 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 48 | AG | First Majestic Silver CORP | — | EXIT | Sold out |
| 49 | HL | Hecla Mining Co | — | EXIT | Sold out |
| 50 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-02 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-16 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-17 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-16 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-19 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-05 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-25 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-25 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-22 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-21 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-08 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-04 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-28 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-26 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-29 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-27 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-27 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-27 | Amendment | View on EDGAR |
| 2020-03-31 | 2020-04-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-10 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-24 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-12 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-09 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-31 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-02 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-27 | Amendment | View on EDGAR |
| 2016-06-30 | 2016-07-26 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-08 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-29 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-11 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-03 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-04 | 13F-HR | View on EDGAR |
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