Artemis Investment Management LLP
SEC Form 13F institutional filer · CIK 0001535385
13F-HR · 90 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$5.20B
Top-10 concentration
36.2%
Artemis Investment Management LLP — $5.2B AUM allocation strategy
Artemis Investment Management LLP files SEC Form 13F and reports $5.2B of long US equity value across 90 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.8%, followed by Health Care 13.7% and Energy 7.7%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Artemis Investment Management LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$5.2B
total across 90 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FCX +1.94M sh · +$121M+$PFE +1.78M sh · +$67.9M+$KEY +1.19M sh · +$22.3M
Biggest trims (shares)
−$CCL −3.54M sh · −$108M−$C −827K sh · −$97.5M−$CFG −549K sh · −$29.1M
Exited to nil (held last quarter, gone now)
$COF ($160M last qtr)$SYK ($35.8M last qtr)$MCO ($23.9M last qtr)$ULTA ($12.9M last qtr)$TDG ($11.4M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals7.4%—
- Biotechnology6.4%—
- Semiconductors5.0%—
- Communications Equipment4.2%—
- Commodity Chemicals3.8%—
- Interactive Media & Services3.4%—
- Copper3.2%—
- Cargo Ground Transportation2.5%—
- Other holdings64.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 1.5M | $262M | -94.4K | 5.0% |
| $ABBV | AbbVie Inc | 1.04M | $227M | +337K | 4.4% |
| $CSCO | Cisco Systems Inc | 2.82M | $219M | +952K | 4.2% |
| $PFE | Pfizer Inc | 7.39M | $208M | +1.78M | 4.0% |
| $DOW | Dow Inc | 4.75M | $198M | — | 3.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 618K | $178M | -212K | 3.4% |
| $BMY | Bristol-Myers Squibb Company | 2.89M | $175M | +1.14M | 3.4% |
| $FCX | Freeport-McMoRan Inc | 2.83M | $166M | +1.94M | 3.2% |
| $JBHT | J.B. Hunt Transport Services Inc | 607K | $129M | — | 2.5% |
| $GM | General Motors Company | 1.64M | $122M | -303K | 2.4% |
…and 80 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.