Latest Artemis Investment Management LLP Stock Portfolio

Artemis Investment Management LLP Performance:

2024 Q4: 1.85%YTD: 20.99%2023: 23.4%

Performance for 2024 Q4 is 1.85%, and YTD is 20.99%, 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 $7 Billions as of 31 Dec, 2024.

The top stock holdings of Artemis Investment Management LLP are NVDA, MSFT, AMZN. The fund has invested 4.7% of it's portfolio in NVIDIA CORPORATION and 3.8% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off NEWMONT CORP (NEM), AVALONBAY CMNTYS INC (AVB) and BLACKROCK INC (BLK) stocks. They significantly reduced their stock positions in ELEVANCE HEALTH INC (ELV), LINDE PLC (LIN) and AON PLC (AON). Artemis Investment Management LLP opened new stock positions in HERC HLDGS INC (HRI), KKR & CO INC (KKR) and CAPITAL ONE FINL CORP (COF). The fund showed a lot of confidence in some stocks as they added substantially to ABBVIE INC (ABBV), INDIE SEMICONDUCTOR INC (INDI) and WELLS FARGO CO NEW (WFC).

Artemis Investment Management LLP Annual Return Estimates Vs S&P 500

Our best estimate is that Artemis Investment Management LLP made a return of 1.85% in the last quarter. In trailing 12 months, it's portfolio return was 20.99%.

New Buys

Ticker	$ Bought
herc hldgs inc	71,210,600
kkr & co inc	47,648,200
capital one finl corp	46,914,700
blackrock inc	40,531,800
mirion technologies inc	38,155,400
boot barn hldgs inc	36,360,900
evercore inc	32,217,500
rh	31,384,100

New stocks bought by Artemis Investment Management LLP

Additions

Ticker	% Inc.
abbvie inc	633
indie semiconductor inc	482
wells fargo co new	410
dr reddys labs ltd	398
nvent electric plc	235
p10 inc	233
equifax inc	153
international paper co	147

Additions to existing portfolio by Artemis Investment Management LLP

Reductions

Ticker	% Reduced
elevance health inc	-87.76
linde plc	-86.43
aon plc	-85.3
kinross gold corp	-82.77
api group corp	-77.38
coherent corp	-70.34
icon plc	-69.21
costar group inc	-67.55

Artemis Investment Management LLP reduced stake in above stock

Sold off

Ticker	$ Sold
vale s a	-23,621,800
newmont corp	-99,105,900
blackstone mtg tr inc	-24,103,000
coty inc	-7,422,280
starwood ppty tr inc	-9,580,390
hashicorp inc	-14,702,200
occidental pete corp	-10,926,600
avalonbay cmntys inc	-29,255,700

Artemis Investment Management LLP got rid off the above stocks

Sector Distribution

Artemis Investment Management LLP has about 19.7% of it's holdings in Technology sector.

Sector	%
Technology	19.7
Financial Services	15.6
Industrials	15.5
Consumer Cyclical	13
Others	11
Healthcare	6.5
Basic Materials	5.5
Utilities	3.7
Consumer Defensive	3.3
Communication Services	3.1
Real Estate	1.9
Energy	1.1

Market Cap. Distribution

Artemis Investment Management LLP has about 70.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	46.1
MEGA-CAP	24.2
MID-CAP	16.6
UNALLOCATED	11.8

Stocks belong to which Index?

About 62.4% of the stocks held by Artemis Investment Management LLP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	52.6
Others	37.6
RUSSELL 2000	9.8

Top 5 Winners (%)		%
AFRM	affirm hldgs inc	48.1 %
TSLA	tesla inc	45.5 %
BE	bloom energy corp	41.0 %
AXON	axon enterprise inc	36.7 %
LPLA	lpl finl hldgs inc	33.1 %

Top 5 Winners ($)		$
AMZN	amazon com inc	37.8 M
NVDA	nvidia corporation	30.6 M
AVGO	broadcom inc	27.3 M
JEF	jefferies finl group inc	22.0 M
VST	vistra corp	16.8 M

Top 5 Losers (%)		%
MTH	meritage homes corp	-33.2 %
AMD	advanced micro devices inc	-26.2 %
BLDR	builders firstsource inc	-25.9 %
FCX	freeport-mcmoran inc	-23.2 %
ELV	elevance health inc	-22.8 %

Top 5 Losers ($)		$
BLDR	builders firstsource inc	-29.4 M
ELV	elevance health inc	-22.6 M
AVTR	avantor inc	-19.2 M
WDC	western digital corp	-12.5 M
CEG	constellation energy corp	-11.1 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 201 stocks in it's portfolio. About 24.1% of the portfolio is in top 10 stocks. BLDR proved to be the most loss making stock for the portfolio. AMZN was the most profitable stock for Artemis Investment Management LLP last quarter.

Last Reported on: 16 Jan, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.78	219,868	55,059,300	reduced	-66.9

ABBV	abbvie inc	1.22	483,827	85,976,100	added	633

ACN	accenture plc ireland	0.05	9,242	3,251,240	added	21.41

AFRM	affirm hldgs inc	0.67	770,245	46,907,900	added	2.06

AIG	american intl group inc	0.28	274,246	19,965,100	added	115

ALL	allstate corp	1.10	401,542	77,413,300	added	33.3

ALSN	allison transmission hldgs i	0.14	90,468	9,775,970	added	88.89

AMD	advanced micro devices inc	0.32	188,739	22,797,800	reduced	-1.4

AMZN	amazon com inc	3.65	1,168,570	256,373,000	added	4.7

AON	aon plc	0.07	14,437	5,185,190	reduced	-85.3

APG	api group corp	0.17	323,202	11,625,600	reduced	-77.38

ATI	ati inc	0.12	147,220	8,102,990	new

AVB	avalonbay cmntys inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	1.48	446,698	103,562,000	reduced	-20.13

AVTR	avantor inc	1.17	3,882,090	81,795,600	reduced	-3.91

AXON	axon enterprise inc	0.80	95,113	56,527,600	added	21.44

AXP	american express co	0.12	28,155	8,356,120	added	29.72

AZEK	azek co inc	0.45	661,057	31,380,400	added	40.77

BAP	credicorp ltd	0.13	51,000	9,349,320	new

BATRA	liberty media corp del	1.05	796,257	73,781,200	added	69.04