0001535385-20-000009.txt : 20201029
0001535385-20-000009.hdr.sgml : 20201029
20201029134005
ACCESSION NUMBER: 0001535385-20-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201029
DATE AS OF CHANGE: 20201029
EFFECTIVENESS DATE: 20201029
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Artemis Investment Management LLP
CENTRAL INDEX KEY: 0001535385
IRS NUMBER: 000000000
STATE OF INCORPORATION: X0
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16284
FILM NUMBER: 201271722
BUSINESS ADDRESS:
STREET 1: 42 MELVILLE STREET
CITY: EDINBURGH
STATE: X0
ZIP: EH3 7HA
BUSINESS PHONE: 011441317180407
MAIL ADDRESS:
STREET 1: 42 MELVILLE STREET
CITY: EDINBURGH
STATE: X0
ZIP: EH3 7HA
13F-HR
1
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0001535385
XXXXXXXX
09-30-2020
09-30-2020
Artemis Investment Management LLP
42 MELVILLE STREET
EDINBURGH
X0
EH3 7HA
13F HOLDINGS REPORT
028-16284
N
Ken MacPhail
Investment Operations
01317180523
Ken MacPhail
Edinburgh
X0
10-29-2020
0
247
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INFORMATION TABLE
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artemis.xml
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COM
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BUILDERS FIRSTSOURCE INC
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COMCAST CORP NEW
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CVS HEALTH CORP
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DARDEN RESTAURANTS INC
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DEERE & CO
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DELL TECHNOLOGIES INC
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DENTSPLY SIRONA INC
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DIGITAL RLTY TR INC
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DISCOVER FINL SVCS
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DISNEY WALT CO
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EBAY INC.
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ERICSSON
ADR B SEK 10
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EVERTEC INC
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EXACT SCIENCES CORP
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FACEBOOK INC
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FISERV INC
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FIVE BELOW INC
COM
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COM CL A
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COM
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COM
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KORNIT DIGITAL LTD
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COM
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COM
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COM
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MONDELEZ INTL INC
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COM
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COM
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NORTHROP GRUMMAN CORP
COM
666807102
13172
41801
SH
SOLE
41801
0
0
NRG ENERGY INC
COM NEW
629377508
2332
75889
SH
SOLE
75889
0
0
NUTANIX INC
CL A
67059N108
7115
320787
SH
SOLE
320787
0
0
NUTRIEN LTD
COM
67077M108
21275
542725
SH
SOLE
542725
0
0
NVIDIA CORPORATION
COM
67066G104
39613
73264
SH
SOLE
73264
0
0
ORACLE CORP
COM
68389X105
55006
922130
SH
SOLE
922130
0
0
OWENS CORNING NEW
COM
690742101
4629
67327
SH
SOLE
67327
0
0
PALOMAR HLDGS INC
COM
69753M105
18757
180127
SH
SOLE
180127
0
0
PARKER HANNIFIN CORP
COM
701094104
14960
73956
SH
SOLE
73956
0
0
PAYPAL HLDGS INC
COM
70450Y103
110227
559843
SH
SOLE
559843
0
0
PERKINELMER INC
COM
714046109
24780
197644
SH
SOLE
197644
0
0
PFIZER INC
COM
717081103
17998
490814
SH
SOLE
490814
0
0
PINTEREST INC
CL A
72352L106
61464
1481901
SH
SOLE
1481901
0
0
PLANET FITNESS INC
CL A
72703H101
4144
70378
SH
SOLE
70378
0
0
POOL CORPORATION
COM
73278L105
103904
310521
SH
SOLE
310521
0
0
POTLATCHDELTIC CORPORATION
COM
737630103
16824
399824
SH
SOLE
399824
0
0
PPG INDS INC
COM
693506107
39185
321240
SH
SOLE
321240
0
0
PRICE T ROWE GROUP INC
COM
74144T108
11294
88178
SH
SOLE
88178
0
0
PRIMERICA INC
COM
74164M108
5505
48689
SH
SOLE
48689
0
0
PROGRESSIVE CORP OHIO
COM
743315103
71973
760689
SH
SOLE
760689
0
0
PULTE GROUP INC
COM
745867101
13069
282488
SH
SOLE
282488
0
0
QUALCOMM INC
COM
747525103
29849
253852
SH
SOLE
253852
0
0
REXFORD INDL RLTY INC
COM
76169C100
7384
161535
SH
SOLE
161535
0
0
RYDER SYS INC
COM
783549108
28379
672360
SH
SOLE
672360
0
0
S&P GLOBAL INC
COM
78409V104
141201
391965
SH
SOLE
391965
0
0
SAIA INC
COM
78709Y105
23941
189895
SH
SOLE
189895
0
0
SAILPOINT TECHNLGIES HLDGS I
COM
78781P105
6884
174084
SH
SOLE
174084
0
0
SALESFORCE COM INC
COM
79466L302
27366
109060
SH
SOLE
109060
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
16904
53136
SH
SOLE
53136
0
0
SCHWAB CHARLES CORP
COM
808513105
22097
610410
SH
SOLE
610410
0
0
SERVICEMASTER GLOBAL HLDGS I
COM
81761R109
81886
2054024
SH
SOLE
2054024
0
0
SERVICENOW INC
COM
81762P102
16718
34512
SH
SOLE
34512
0
0
SHERWIN WILLIAMS CO
COM
824348106
23182
33304
SH
SOLE
33304
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
4955
34063
SH
SOLE
34063
0
0
SMARTSHEET INC
COM CL A
83200N103
37523
759106
SH
SOLE
759106
0
0
SYNCHRONY FINANCIAL
COM
87165B103
31036
1187341
SH
SOLE
1187341
0
0
SYNOPSYS INC
COM
871607107
27254
127511
SH
SOLE
127511
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
1128
13921
SH
SOLE
13921
0
0
TANGER FACTORY OUTLET CTRS I
COM
875465106
1079
178835
SH
SOLE
178835
0
0
TELADOC HEALTH INC
COM
87918A105
15594
71168
SH
SOLE
71168
0
0
TENABLE HLDGS INC
COM
88025T102
2860
75754
SH
SOLE
75754
0
0
TERADATA CORP DEL
COM
88076W103
12122
534797
SH
SOLE
534797
0
0
TERRENO RLTY CORP
COM
88146M101
17210
314429
SH
SOLE
314429
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
99435
225510
SH
SOLE
225510
0
0
TJX COS INC NEW
COM
872540109
9713
174630
SH
SOLE
174630
0
0
T-MOBILE US INC
COM
872590104
115772
1013206
SH
SOLE
1013206
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
47523
392066
SH
SOLE
392066
0
0
TRANSDIGM GROUP INC
COM
893641100
43958
92493
SH
SOLE
92493
0
0
TRANSUNION
COM
89400J107
55003
653998
SH
SOLE
653998
0
0
TUFIN SOFTWARE TECHNOLOGIS L
SHS
M8893U102
3342
406654
SH
SOLE
406654
0
0
UBER TECHNOLOGIES INC
COM
90353T100
8356
229284
SH
SOLE
229284
0
0
UBS GROUP AG
SHS
H42097107
8763
782319
SH
SOLE
782319
0
0
UNDER ARMOUR INC
CL C
904311206
11714
1190190
SH
SOLE
1190190
0
0
UNION PAC CORP
COM
907818108
18183
92450
SH
SOLE
92450
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
40763
130957
SH
SOLE
130957
0
0
US BANCORP DEL
COM NEW
902973304
3153
88050
SH
SOLE
88050
0
0
V F CORP
COM
918204108
18438
262673
SH
SOLE
262673
0
0
VALE S A
SPONSORED ADS
91912E105
14160
1338648
SH
SOLE
1338648
0
0
VARONIS SYS INC
COM
922280102
31977
277188
SH
SOLE
277188
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
52376
881503
SH
SOLE
881503
0
0
VIACOMCBS INC
CL B
92556H206
5133
183421
SH
SOLE
183421
0
0
VICOR CORP
COM
925815102
3263
42019
SH
SOLE
42019
0
0
VISA INC
COM CL A
92826C839
108658
544350
SH
SOLE
544350
0
0
VONAGE HLDGS CORP
COM
92886T201
35454
3465634
SH
SOLE
3465634
0
0
VOYA FINANCIAL INC
COM
929089100
32014
668224
SH
SOLE
668224
0
0
WALMART INC
COM
931142103
34345
245673
SH
SOLE
245673
0
0
WATERS CORP
COM
941848103
19743
100965
SH
SOLE
100965
0
0
WESCO INTL INC
COM
95082P105
10724
243710
SH
SOLE
243710
0
0
WESTERN ALLIANCE BANCORP
COM
957638109
10901
344945
SH
SOLE
344945
0
0
WINGSTOP INC
COM
974155103
22511
164904
SH
SOLE
164904
0
0
XILINX INC
COM
983919101
2184
20948
SH
SOLE
20948
0
0
YAMANA GOLD INC
COM
98462Y100
39100
6910787
SH
SOLE
6910787
0
0
ZOETIS INC
CL A
98978V103
65564
396723
SH
SOLE
396723
0
0