ARTEMIS INVESTMENT MANAGEMENT LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 27K | $4.41M |
 | ULTA | 25K | $13.67M |
 | ANET | 24K | $3.48M |
 | AXP | 24K | $7.92M |
 | FI | 23K | $3.01M |
 | ZTS | 22K | $3.28M |
 | GLOB | 21K | $1.21M |
 | AGCO | 20K | $2.14M |
 | VMC | 20K | $6.10M |
 | STLD | 18K | $2.56M |
 | EFX | 17K | $4.46M |
 | LDOS | 15K | $2.90M |
 | UNP | 13K | $3.14M |
 | NFLX | 10K | $11.70M |
 | SNPS | 10K | $4.78M |
 | MSI | 9K | $4.08M |
 | EXP | 7K | $1.66M |
 | HCA | 6K | $2.34M |
 | MCK | 5K | $3.61M |
 | AZO | 3K | $13.23M |
Philip Morris International Inc.
PM
Shares Held
27K
Value
$4.41M
Ulta Beauty, Inc.
ULTA
Shares Held
25K
Value
$13.67M
Arista Networks, Inc.
ANET
Shares Held
24K
Value
$3.48M
American Express Company
AXP
Shares Held
24K
Value
$7.92M
Fiserv, Inc.
FI
Shares Held
23K
Value
$3.01M
Zoetis Inc.
ZTS
Shares Held
22K
Value
$3.28M
Globant S.A.
GLOB
Shares Held
21K
Value
$1.21M
AGCO Corporation
AGCO
Shares Held
20K
Value
$2.14M
Vulcan Materials Company
VMC
Shares Held
20K
Value
$6.10M
Steel Dynamics, Inc.
STLD
Shares Held
18K
Value
$2.56M
Equifax Inc.
EFX
Shares Held
17K
Value
$4.46M
Leidos Holdings, Inc.
LDOS
Shares Held
15K
Value
$2.90M
Union Pacific Corporation
UNP
Shares Held
13K
Value
$3.14M
Netflix, Inc.
NFLX
Shares Held
10K
Value
$11.70M
Synopsys, Inc.
SNPS
Shares Held
10K
Value
$4.78M
Motorola Solutions, Inc.
MSI
Shares Held
9K
Value
$4.08M
Eagle Materials Inc.
EXP
Shares Held
7K
Value
$1.66M
HCA Healthcare, Inc.
HCA
Shares Held
6K
Value
$2.34M
McKesson Corporation
MCK
Shares Held
5K
Value
$3.61M
AutoZone, Inc.
AZO
Shares Held
3K
Value
$13.23M