Artemis Investment Management LLP
Long book
$9.43B
Q1 2026
Positions
203
Top-10 weight
22%
concentration
Last quarter
+12.6%
SPY +14.8%
Turnover
35%
of book per quarter
Strategy in plain words
auto-generated from filingsArtemis Investment Management LLP is an institutional manager, running a $9.43B US long book across 203 positions.
The portfolio is broadly diversified across 203 positions (top 10 only 22%). The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ASTRAZENECA PLC, NVIDIA CORP, ABBVIE INC, CISCO SYSTEMS INC, PFIZER INC.
Over the last 9 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.1%
Q2 2024
+5.6%
Q3 2024
+1.9%
Q4 2024
-8.9%
Q1 2025
+11.8%
Q2 2025
+10.8%
Q3 2025
+4.9%
Q4 2025
-0.8%
Q1 2026
+12.6%
Sector allocation
Financials 18%
Healthcare 17%
Industrials 17%
Technology 15%
Materials 9%
Other 6%
Consumer discretionary 5%
Energy 4%
Long book by quarter
What does Artemis Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AZN ASTRAZENECA PLC | Healthcare | 1.4M | $280.6M | 3.0% | New |
| NVDA NVIDIA CORP | Technology | 1.5M | $261.9M | 2.8% | -5.9% |
| ABBV ABBVIE INC | Healthcare | 1.0M | $226.5M | 2.4% | +47.9% |
| CSCO CISCO SYSTEMS INC | Technology | 2.8M | $218.8M | 2.3% | +51.0% |
| PFE PFIZER INC | Healthcare | 7.4M | $207.6M | 2.2% | +31.8% |
| KGC KINROSS GOLD CORP | Materials | 6.7M | $205.2M | 2.2% | +17.9% |
| DOW DOW INC | Materials | 4.7M | $197.8M | 2.1% | New |
| GOOGL ALPHABET INC-CL A | Technology | 617.8K | $177.7M | 1.9% | -25.6% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 2.9M | $175.0M | 1.9% | +65.7% |
| FCX FREEPORT-MCMORAN INC | Materials | 2.8M | $166.5M | 1.8% | +216.0% |
| AEM AGNICO EAGLE MINES LTD | Materials | 759.7K | $154.2M | 1.6% | +33.0% |
| FHN FIRST HORIZON CORP | Financials | 5.8M | $131.0M | 1.4% | +52.3% |
| JBHT HUNT (JB) TRANSPRT SVCS INC | Industrials | 607.3K | $128.7M | 1.4% | New |
| PRIM PRIMORIS SERVICES CORP | Industrials | 879.6K | $125.8M | 1.3% | +10.0% |
| GM GENERAL MOTORS CO | Industrials | 1.6M | $122.5M | 1.3% | -15.5% |
| COHR COHERENT CORP | Other | 507.8K | $121.0M | 1.3% | +176.8% |
| NVT NVENT ELECTRIC PLC | Industrials | 1.0M | $119.4M | 1.3% | -25.5% |
| AAPL APPLE INC | Technology | 468.1K | $118.8M | 1.3% | -4.5% |
| BEN FRANKLIN RESOURCES INC | Financials | 4.9M | $115.3M | 1.2% | +8629.2% |
| CFG CITIZENS FINANCIAL GROUP | Financials | 1.9M | $113.9M | 1.2% | -22.4% |
| BKR BAKER HUGHES CO | Industrials | 1.8M | $112.9M | 1.2% | New |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 925.3K | $109.8M | 1.2% | +19.0% |
| ATI ATI INC | Industrials | 721.5K | $105.0M | 1.1% | New |
| BIIB BIOGEN INC | Healthcare | 571.6K | $104.8M | 1.1% | +152.0% |
| JLL JONES LANG LASALLE INC | Real estate | 339.3K | $103.3M | 1.1% | -15.6% |
| CVX CHEVRON CORP | Energy | 495.6K | $102.5M | 1.1% | New |
| LRCX LAM RESEARCH CORP | Industrials | 474.3K | $101.3M | 1.1% | -8.1% |
| BKU BANKUNITED INC | Financials | 2.2M | $100.1M | 1.1% | +34.2% |
| DEC DIVERSIFIED ENERGY CO | Energy | 5.4M | $96.6M | 1.0% | +109.8% |
| EXE EXPAND ENERGY CORP | Energy | 847.9K | $93.1M | 1.0% | New |
| CR CRANE CO | Industrials | 543.0K | $92.9M | 1.0% | +8.8% |
| TRGP TARGA RESOURCES CORP | Utilities | 355.5K | $89.1M | 0.9% | New |
| CNP CENTERPOINT ENERGY INC | Utilities | 2.1M | $88.6M | 0.9% | +28.6% |
| DGX QUEST DIAGNOSTICS INC | Healthcare | 447.3K | $87.7M | 0.9% | -2.9% |
| LLY ELI LILLY & CO | Healthcare | 92.9K | $85.4M | 0.9% | +7.1% |
| PAGS PAGSEGURO DIGITAL LTD-CL A | Technology | 8.5M | $85.2M | 0.9% | +25.7% |
| BNS BANK OF NOVA SCOTIA | Financials | 1.2M | $85.0M | 0.9% | +120.3% |
| WTFC WINTRUST FINANCIAL CORP | Financials | 611.6K | $85.0M | 0.9% | +44.2% |
| META META PLATFORMS INC-CLASS A | Technology | 144.3K | $82.5M | 0.9% | +28.3% |
| EVR EVERCORE INC - A | Financials | 275.2K | $82.1M | 0.9% | +33.8% |
| BAP CREDICORP LTD | Financials | 240.1K | $81.4M | 0.9% | +8.3% |
| PH PARKER HANNIFIN CORP | Industrials | 90.4K | $80.9M | 0.9% | -25.0% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 382.3K | $80.8M | 0.9% | +11.0% |
| KEY KEYCORP | Financials | 3.9M | $78.3M | 0.8% | +43.9% |
| AVGO BROADCOM INC | Technology | 245.9K | $76.1M | 0.8% | +130.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 87.6K | $74.1M | 0.8% | -10.3% |
| GMED GLOBUS MEDICAL INC - A | Healthcare | 848.5K | $73.1M | 0.8% | +14.9% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 182.8K | $71.6M | 0.8% | -63.0% |
| HAS HASBRO INC | Other | 753.5K | $70.5M | 0.7% | New |
| CPA COPA HOLDINGS SA-CLASS A | Industrials | 620.2K | $70.5M | 0.7% | +37.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 203 | $9.43B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 2, 2026 | 184 | $8.28B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 183 | $8.04B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 11, 2025 | 192 | $7.81B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 194 | $6.52B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 202 | $7.02B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 8, 2024 | 196 | $6.57B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 15, 2024 | 200 | $7.44B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 16, 2024 | 213 | $7.93B | canonical | SEC ↗ |
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