Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Artemis Investment Management LLP (CIK 1535385) reported $11.23B across 213 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CSCO ($387.4M, 3.45%), LRCX ($279.4M, 2.49%), NVDA ($261.4M, 2.33%), GOOGL ($245.6M, 2.19%), AZNCF ($239.2M, 2.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CSCO | CISCO SYS INC | $387.4M | 3.45% | 3.3M | Added |
| 2 | LRCX | LAM RESEARCH CORP | $279.4M | 2.49% | 644,861 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $261.4M | 2.33% | 1.3M | Trimmed |
| 4 | GOOGL | ALPHABET INC | $245.6M | 2.19% | 687,162 | Added |
| 5 | AZNCF | ASTRAZENECA PLC | $239.2M | 2.13% | 1.3M | Trimmed |
| 6 | JBHT | HUNT J B TRANS SVCS INC | $227.2M | 2.02% | 784,932 | Added |
| 7 | FHN | FIRST HORIZON CORPORATION | $184.0M | 1.64% | 7.2M | Added |
| 8 | PFE | PFIZER INC | $183.3M | 1.63% | 7.6M | Added |
| 9 | BNS | BANK NOVA SCOTIA B C | $179.7M | 1.60% | 2.1M | Added |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | $175.9M | 1.57% | 3.1M | Added |
| 11 | BEN | FRANKLIN RESOURCES INC | $176.7M | 1.57% | 5.3M | Added |
| 12 | KEY | KEYCORP | $174.7M | 1.56% | 7.6M | Added |
| 13 | ATI | ATI INC | $165.9M | 1.48% | 841,493 | Added |
| 14 | ACN | ACCENTURE PLC IRELAND | $163.2M | 1.45% | 1.3M | New |
| 15 | AMZN | AMAZON COM INC | $155.5M | 1.38% | 652,527 | Added |
| 16 | AXON | AXON ENTERPRISE INC | $151.2M | 1.35% | 269,751 | Added |
| 17 | GM | GENERAL MTRS CO | $136.8M | 1.22% | 1.8M | Added |
| 18 | CFG | CITIZENS FINL GROUP INC | $136.2M | 1.21% | 1.9M | Added |
| 19 | FCX | FREEPORT MCMORAN INC | $132.4M | 1.18% | 2.1M | Trimmed |
| 20 | BK | BANK OF NY MELLON CORP | $129.3M | 1.15% | 894,290 | Trimmed |
| 21 | PAGP | PLAINS GP HLDGS L P | $128.0M | 1.14% | 5.3M | Trimmed |
| 22 | CR | CRANE COMPANY | $125.3M | 1.12% | 561,550 | Added |
| 23 | SLB | SLB LIMITED | $125.5M | 1.12% | 2.7M | New |
| 24 | BKU | BANKUNITED INC | $123.1M | 1.10% | 2.5M | Added |
| 25 | BIIB | BIOGEN INC | $123.4M | 1.10% | 570,974 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30