Arkolith/Funds/Artemis Investment Management LLP

Artemis Investment Management LLP

CIK 1535385
Holdings as of Mar 31, 2026·disclosed Apr 13, 2026·~13-day 13F lag·13F-HR
Inactive

Artemis Investment Management LLP holds a diversified book of 203 stocks worth $9.4B as of Q1 2026 (disclosed Apr 13, 2026, a ~45-day 13F lag). This quarter they opened ASTRAZENECA PLC and trimmed NVIDIA CORPORATION. Their largest long position is ASTRAZENECA PLC at 3% of the equity book.

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Use Arkolith to show Artemis Investment Management LLP's latest
holdings, largest changes, and filing provenance.
Opened
44
new positions
Added to
91
existing
Trimmed
64
reduced
Sold out
31
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
13%
Top 10 holdings
22%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Health Care
11%
Industrials
6%
Materials
6%
Financials
5%
Real Estate
2%
Energy
1%
Consumer Discretionary
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited
  • MICROSOFT CORP
    −89%$139.3M
  • SEAGATE TECHNOLOGY HLDNGS PL
    −63%$121.7M
  • CITIGROUP INC
    −73%$93.8M
  • CARNIVAL CORP
    −100%$91.7M
  • AMAZON COM INC
    −55%$85.0M
  • HUDBAY MINERALS INC
    −71%$84.5M

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

203 positions
#SecurityValueShares% PortLast moveHistory
1AstraZeneca PLC
ORD
$280.6M1.44M
3.0%
New
New position
2Nvidia Corporation
COM
$261.9M1.50M
2.8%
−5.9%
Reduced · −94K sh
3Abbvie Inc
COM
$226.5M1.04M
2.4%
+48%
Added · +337K sh
4Cisco Sys Inc
COM
$218.8M2.82M
2.3%
+51%
Added · +952K sh
5Pfizer Inc
COM
$207.6M7.39M
2.2%
+32%
Added · +1.8M sh
6Kinross Gold Corp
COM
$205.2M6.72M
2.2%
+18%
Added · +1.0M sh
7Dow Hldgs Inc
COM
$197.8M4.75M
2.1%
New
New position
8Alphabet Inc
CAP STK CL A
$177.7M617.8K
1.9%
−26%
Reduced · −212K sh
9Bristol-Myers Squibb Co
COM
$175.0M2.89M
1.9%
+66%
Added · +1.1M sh
10Freeport McMoran Inc
CL B
$166.5M2.83M
1.8%
+216%
Added · +1.9M sh
11Plains GP Hldgs L P
LTD PARTNR INT A
$163.0M6.71M
1.7%
+90%
Added · +3.2M sh
12Agnico Eagle Mines Ltd
COM
$154.2M759.7K
1.6%
+33%
Added · +188K sh
13First Horizon Corporation
COM
$131.0M5.76M
1.4%
+52%
Added · +2.0M sh
14Hunt J B Trans Svcs Inc
COM
$128.7M607.3K
1.4%
New
New position
15Primoris Svcs Corp
COM
$125.8M879.6K
1.3%
+10.0%
Added · +80K sh
16General MTRS Co
COM
$122.5M1.64M
1.3%
−16%
Reduced · −303K sh
17Coherent Corp
COM
$121.0M507.8K
1.3%
+177%
Added · +324K sh
18Nvent Elec PLC
SHS
$119.4M1.01M
1.3%
−25%
Reduced · −345K sh
19Apple Inc
COM
$118.8M468.1K
1.3%
−4.5%
Reduced · −22K sh
20Franklin Resources Inc
COM
$115.3M4.88M
1.2%
87×
Added · +4.8M sh
21Citizens Finl Group Inc
COM
$113.9M1.90M
1.2%
−22%
Reduced · −549K sh
22Baker Hughes Company
CL A
$112.9M1.85M
1.2%
New
New position
23Bank New York Mellon Corp
COM
$109.8M925.3K
1.2%
+19%
Added · +148K sh
24Ati Inc
COM
$105.0M721.5K
1.1%
New
New position
25Biogen Inc
COM
$104.8M571.6K
1.1%
+152%
Added · +345K sh
26Jones Lang Lasalle Inc
COM
$103.3M339.3K
1.1%
−16%
Reduced · −63K sh
27Chevron Corporation
COM
$102.5M495.6K
1.1%
Added
Added · +496K sh
28Lam Research Corp
COM NEW
$101.3M474.3K
1.1%
−8.1%
Reduced · −42K sh
29Bankunited Inc
COM
$100.1M2.22M
1.1%
+34%
Added · +565K sh
30Diversified Energy Co
COMMON STOCK
$96.6M5.44M
1.0%
+110%
Added · +2.8M sh
31Petroleo Brasileiro S A
SPONSORED ADR
$95.9M4.62M
1.0%
+130%
Added · +2.6M sh
32Expand Energy Corporation
COM
$93.1M847.9K
1.0%
Added
Added · +848K sh
33Crane Company
COMMON STOCK
$92.9M543.0K
1.0%
+8.8%
Added · +44K sh
34Vale S A
SPONSORED ADS
$92.4M5.81M
1.0%
New
New position
35Targa Res Corp
COM
$89.1M355.5K
0.9%
New
New position
36Centerpoint Energy Inc
COM
$88.6M2.05M
0.9%
+29%
Added · +456K sh
37Quest Diagnostics Inc
COM
$87.7M447.3K
0.9%
−2.9%
Reduced · −13K sh
38Eli Lilly & Co
COM
$85.4M92.9K
0.9%
+7.1%
Added · +6K sh
39Pagseguro Digital Ltd
COM CL A
$85.2M8.50M
0.9%
+26%
Added · +1.7M sh
40Bank Nova Scotia B C
COM
$85.0M1.23M
0.9%
+120%
Added · +670K sh
41Wintrust Finl Corp
COM
$85.0M611.6K
0.9%
+44%
Added · +188K sh
42Meta Platforms Inc
CL A
$82.5M144.3K
0.9%
+28%
Added · +32K sh
43Evercore Inc
CLASS A
$82.1M275.2K
0.9%
+34%
Added · +69K sh
44Credicorp Ltd
COM
$81.4M240.1K
0.9%
+8.3%
Added · +18K sh
45Parker-Hannifin Corp
COM
$80.9M90.4K
0.9%
−25%
Reduced · −30K sh
46Cardinal Health Inc
COM
$80.8M382.3K
0.9%
+11%
Added · +38K sh
47Keycorp
COM
$78.3M3.90M
0.8%
+44%
Added · +1.2M sh
48Broadcom Inc
COM
$76.1M245.9K
0.8%
+130%
Added · +139K sh
49Goldman Sachs Group Inc
COM
$74.1M87.6K
0.8%
−10%
Reduced · −10K sh
50Embraer S.A.
SPONSORED ADS
$73.2M1.23M
0.8%
+501%
Added · +1.0M sh
Showing 50 of 203 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 13, 2026203$9.4B13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026184$8.3B13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025183$8.0B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025192$7.8B13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025194$6.5B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025202$7.0B13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024196$6.6B13F-HR
Q2 2024Jun 30, 2024Jul 15, 2024200$7.4B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024213$7.9B13F-HR
Q4 2023Dec 31, 2023Jan 17, 2024211$6.9B13F-HR
Q3 2023Sep 30, 2023Oct 16, 2023201$7.2B13F-HR
Q2 2023Jun 30, 2023Jul 19, 2023204$8.0B13F-HR
Q1 2023Mar 31, 2023May 5, 2023211$8.2B13F-HR
Q4 2022Dec 31, 2022Jan 25, 2023222$8.8B13F-HR
Q3 2022Sep 30, 2022Oct 25, 2022227$8.8B13F-HR
Q2 2022Jun 30, 2022Jul 22, 2022237$9.7B13F-HR
Q1 2022Mar 31, 2022Apr 21, 2022254$12.5B13F-HR
Q4 2021Dec 31, 2021Feb 8, 2022261$13.8B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021285$12.6B13F-HR
Q2 2021Jun 30, 2021Aug 4, 2021279$11.6B13F-HR
Q1 2021Mar 31, 2021Apr 28, 2021246$10.5B13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021247$9.6B13F-HR
Q3 2020Sep 30, 2020Oct 29, 2020247$8.0B13F-HR
Q2 2020Jun 30, 2020Jul 27, 2020243$7.4B13F-HR/A

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.