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AIM

Artemis Investment Management Portfolio holdings

AUM $11.2B
1-Year Est. Return 80.72%
This Fund
S&P 500
This Quarter Est. Return
+19.41%
1 Year Est. Return
+80.72%
3 Year Est. Return
+256.46%
5 Year Est. Return
+371.57%
10 Year Est. Return
+1,554.26%
AUM
$8.04B
AUM Growth
+$229M
Cap. Flow
-$633M
Cap. Flow %
-7.87%
Top 10 Hldgs %
24.02%
Holding
217
New
25
Increased
62
Reduced
94
Closed
34

Top Buys

Rank Stock Value
1
CVX icon
Chevron
CVX
+$118M
2
AXON
Axon Enterprise
AXON
+$73.2M
3
JEF icon
Jefferies Financial Group
JEF
+$66.3M
4
ADM icon
Archer Daniels Midland
ADM
+$56.4M
5
AAPL icon
Apple
AAPL
+$51.8M

Top Sells

Rank Stock Value
1
SPG icon
Simon Property Group
SPG
+$100M
2
CNM icon
Core & Main
CNM
+$100M
3
NVDA icon
NVIDIA
NVDA
+$91.5M
4
FIX icon
Comfort Systems
FIX
+$89.5M
5
WFC icon
Wells Fargo
WFC
+$86.1M

Sector Composition

Rank Sector Weight
1 Financials 18.84%
2 Technology 18.29%
3 Industrials 16.67%
4 Consumer Discretionary 11.45%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FWONK icon
76
Liberty Media Series C
FWONK
$25.7B
$36M 0.45%
344,997
-42,748
-11% -$4.33M
BJ icon
77
BJs Wholesale Club
BJ
$12B
$36M 0.45%
385,667
-134,144
-26% -$13.7M
NTRA icon
78
Natera
NTRA
$45.1B
$35.2M 0.44%
218,615
+99,778
+84% +$15.8M
LYV icon
79
Live Nation Entertainment
LYV
$42.7B
$34M 0.42%
208,330
-91,420
-30% -$14.4M
PBR icon
80
Petrobras
PBR
$116B
$33.9M 0.42%
2,679,224
+160,773
+6% +$2.02M
AFRM icon
81
Affirm
AFRM
$25.7B
$33M 0.41%
451,272
-245,200
-35% -$18.7M
CNP icon
82
CenterPoint Energy
CNP
$26.5B
$31.6M 0.39%
814,018
-255,237
-24% -$9.64M
OGE icon
83
OGE Energy
OGE
$9.57B
$31.3M 0.39%
676,061
+239,369
+55% +$10.7M
POST icon
84
Post Holdings
POST
$3.56B
$30.9M 0.38%
287,573
+140,437
+95% +$15.1M
TMO icon
85
Thermo Fisher Scientific
TMO
$224B
$29.5M 0.37%
60,873
+22,071
+57% +$10.3M
GMED icon
86
Globus Medical
GMED
$11.4B
$29.4M 0.37%
514,008
-191,089
-27% -$11M
HL icon
87
Hecla Mining
HL
$11.9B
$29.1M 0.36%
+2,405,345
New +$19.3M
BOOT icon
88
Boot Barn
BOOT
$5.02B
$28.8M 0.36%
173,583
-136,226
-44% -$23.5M
TSLA icon
89
Tesla
TSLA
$1.31T
$28.6M 0.36%
64,292
+6,157
+11% +$2.14M
LLY icon
90
Eli Lilly
LLY
$1.08T
$28.4M 0.35%
37,161
-34,936
-48% -$26M
FND icon
91
Floor & Decor
FND
$6.44B
$28M 0.35%
+379,453
New +$31.1M
RCL icon
92
Royal Caribbean
RCL
$82.1B
$27.9M 0.35%
86,134
+84,928
+7,042% +$28.4M
QFIN icon
93
Qfin Holdings
QFIN
$1.56B
$26.8M 0.33%
930,086
+38,023
+4% +$1.29M
USFD icon
94
US Foods
USFD
$24.3B
$26.5M 0.33%
346,201
-108,234
-24% -$8.6M
EMBJ
95
Embraer S.A. ADS
EMBJ
$12.7B
$26.2M 0.33%
432,709
-362,898
-46% -$20.5M
BNS icon
96
Scotiabank
BNS
$108B
$25.9M 0.32%
+401,235
New +$23.7M
DT icon
97
Dynatrace
DT
$14.4B
$25M 0.31%
515,086
+20,438
+4% +$1.03M
IP icon
98
International Paper
IP
$22.1B
$23.9M 0.3%
515,818
+115,909
+29% +$5.66M
LRCX icon
99
Lam Research
LRCX
$390B
$23.8M 0.3%
177,725
-514,356
-74% -$54.5M
SNOW icon
100
Snowflake
SNOW
$116B
$23M 0.29%
101,911
-8,752
-8% -$1.88M
2 3
4
5 6

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GKIM
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Artemis Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Artemis Investment Management held 217 positions worth $8.04B, up 2.9% from $7.81B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Artemis Investment Management withdrew a net $633M in Q3 2025, closing 34 positions and reducing 94 holdings. Its most notable exit was Core & Main, an estimated $100M position sold in full.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 18% a quarter earlier, followed by Technology and Industrials.

Against the trend, Artemis Investment Management opened a new position in Chevron worth $118M.

  • Artemis Investment Management's largest Q3 2025 buy was Chevron: 762,406 shares worth $118M.
  • Artemis Investment Management added most to Axon Enterprise in Q3 2025, an estimated $73.2M increase.
  • Artemis Investment Management's biggest Q3 2025 reduction was Simon Property Group, cutting an estimated $100M.
  • Artemis Investment Management fully exited Core & Main in Q3 2025, selling an estimated $100M.
  • Artemis Investment Management's ten largest holdings make up 24% of its $8.04B portfolio in Q3 2025.
  • Artemis Investment Management opened 25 new positions and closed 34 in Q3 2025.
  • Artemis Investment Management's portfolio value rose 2.9% quarter-over-quarter to $8.04B.

Based on Artemis Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.