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Artemis Investment Management LLP

CIK:0001535385
Asset Manager
$33B AUM
192 holdings
Edinburgh, United Kingdom
Founded:1997
350 employees
Latest filing:Jun 30, 2025

Artemis Investment Management LLP is an asset management firm headquartered in Edinburgh, United Kingdom. It primarily serves institutional and individual investors, offering a range of actively managed equity, fixed income, and multi-asset funds. The firm is known for its high-conviction, specialist fund management teams and client-focused approach. Artemis was founded in 1997 and serves clients in the UK and internationally.

Investment Strategy

Artemis Investment Management LLP follows an active investment approach with a focus on specialist equity, fixed income, and multi-asset portfolios. Investment decisions are made by experienced fund managers who operate with a high degree of autonomy, allowing for conviction-driven stock selection. Artemis emphasizes long-term growth and risk management, seeking to generate alpha for clients through fundamental research, an awareness of market cycles, and disciplined portfolio construction.

Latest 13F Filing Activity

Artemis Investment Management LLP filed their most recent 13F report on Jun 30, 2025 disclosing 189 equity positions and 1 options positions with a total 13F market value of $8B. The fund increased holdings in Texas Instrs Inc., Nvidia Corporation, Microsoft Corp. among other positions. Artemis Investment Management LLP reduced exposure to International Paper Co., PG&E Corp., Burlington Stores Inc. among others.

Top Buys
T
TXNTEXAS INSTRS INC
+$180.3M
N
NVDANVIDIA CORPORATION
+$148.8M
M
MSFTMICROSOFT CORP
+$121.8M
C
COFCAPITAL ONE FINL CORP
+$94.8M
S
SPGSIMON PPTY GROUP INC NEW
+$94.8M
Top Sells
I
IPINTERNATIONAL PAPER CO
-$123.3M
P
PCGPG&E CORP
-$74.9M
B
BURLBURLINGTON STORES INC
-$69.6M
B
BRBRBELLRING BRANDS INC
-$62.6M
A
ALLALLSTATE CORP
-$59.7M

Top Holdings

N
NVDANVIDIA CORPORATION
+4.7%$364.2M
M
MSFTMICROSOFT CORP
+4.0%$312.4M
A
AMZNAMAZON COM INC
+2.7%$209.0M
M
METAMETA PLATFORMS INC
+2.4%$184.3M
T
TXNTEXAS INSTRS INC
+2.3%$180.3M

Equity Positions (189)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION4.67%$364.2M2,304,976$53.85$157.99+$148.8M
MICROSOFT CORP4.00%$312.4M628,042$290.13$497.41+$121.8M
AMAZON COM INC2.68%$209.0M952,432$128.58$219.39+$32.0M
META PLATFORMS INC2.36%$184.3M249,693$245.40$738.09+$54.2M
TEXAS INSTRS INC2.31%$180.3M868,376$207.62$207.62+$180.3M

Options Positions (1)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
HONEYWELL INTL INCNew
Call
$34.7M1,490$232.88$232.88+1,490+$34.7M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.6%
NATIONAL COMMERCIAL BANKS
+5.6%
GOLD AND SILVER ORES
+4.7%
STATE COMMERCIAL BANKS
+4.5%