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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
+19.54%
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
$7.81B
AUM Growth
+$1.28B
Cap. Flow
+$269M
Cap. Flow %
3.45%
Top 10 Hldgs %
25.88%
Holding
230
New
36
Increased
64
Reduced
81
Closed
38

Top Buys

Rank Stock Value
1
TXN icon
Texas Instruments
TXN
+$154M
2
SPG icon
Simon Property Group
SPG
+$95.6M
3
HES
Hess
HES
+$70.5M
4
COF icon
Capital One
COF
+$70.1M
5
TDG icon
TransDigm Group
TDG
+$60.3M

Top Sells

Rank Stock Value
1
IP icon
International Paper
IP
+$107M
2
PCG icon
PG&E
PCG
+$74.9M
3
BURL icon
Burlington
BURL
+$68.1M
4
BRBR icon
BellRing Brands
BRBR
+$62.6M
5
GM icon
General Motors
GM
+$61.3M

Sector Composition

Rank Sector Weight
1 Technology 19.66%
2 Financials 18.37%
3 Industrials 17.53%
4 Consumer Discretionary 11.5%
5 Healthcare 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCO icon
101
Moody's
MCO
$82.8B
$24.6M 0.32%
49,035
-5,354
-10% -$2.48M
CCJ icon
102
Cameco
CCJ
$42.4B
$23.8M 0.31%
320,759
+143,696
+81% +$7.67M
COHR icon
103
Coherent
COHR
$63.6B
$23.4M 0.3%
262,046
-200,799
-43% -$14.5M
RYAN icon
104
Ryan Specialty Holdings
RYAN
$10.9B
$23.3M 0.3%
343,380
-428,558
-56% -$29.6M
AON icon
105
Aon
AON
$75.7B
$22.9M 0.29%
64,175
+49,910
+350% +$18.1M
VMC icon
106
Vulcan Materials
VMC
$37B
$22.4M 0.29%
85,752
-170,051
-66% -$43.7M
AMD icon
107
Advanced Micro Devices
AMD
$767B
$22M 0.28%
154,844
+78,716
+103% +$8.57M
AU icon
108
AngloGold Ashanti
AU
$49.2B
$21.9M 0.28%
+480,184
New +$20.7M
GEV icon
109
GE Vernova
GEV
$264B
$21.7M 0.28%
+41,076
New +$17.1M
CP icon
110
Canadian Pacific Kansas City
CP
$79.6B
$21.4M 0.27%
270,383
+116,899
+76% +$8.99M
HBM icon
111
Hudbay
HBM
$12.4B
$20.9M 0.27%
1,969,928
-731,315
-27% -$6.09M
PAGS icon
112
PagSeguro Digital
PAGS
$2.54B
$20.8M 0.27%
2,153,998
+1,859,203
+631% +$16.8M
KNSL icon
113
Kinsale Capital Group
KNSL
$8.4B
$20.6M 0.26%
42,664
-38,260
-47% -$17.8M
APG icon
114
APi Group
APG
$18.3B
$20.4M 0.26%
598,325
+210,047
+54% +$6.02M
ZTS icon
115
Zoetis
ZTS
$30.9B
$20.3M 0.26%
130,463
-283,376
-68% -$44.9M
CMS icon
116
CMS Energy
CMS
$21.7B
$20.2M 0.26%
291,216
+35,760
+14% +$2.55M
NTRA icon
117
Natera
NTRA
$45.9B
$20.1M 0.26%
118,837
-79,941
-40% -$12.5M
ISRG icon
118
Intuitive Surgical
ISRG
$139B
$19.8M 0.25%
36,510
-41,827
-53% -$21.9M
CPA icon
119
Copa Holdings
CPA
$5.58B
$19.7M 0.25%
+179,455
New +$17.7M
OGE icon
120
OGE Energy
OGE
$9.54B
$19.4M 0.25%
+436,692
New +$19.4M
CSCO icon
121
Cisco
CSCO
$483B
$18.9M 0.24%
272,635
+110,676
+68% +$6.8M
IP icon
122
International Paper
IP
$21.9B
$18.7M 0.24%
399,909
-2,262,825
-85% -$107M
TSLA icon
123
Tesla
TSLA
$1.31T
$18.5M 0.24%
58,135
+15,823
+37% +$4.77M
TSM icon
124
TSMC
TSM
$2.17T
$18.2M 0.23%
80,353
-18,635
-19% -$3.45M
DEC
125
Diversified Energy Company
DEC
$1.01B
$17.8M 0.23%
1,211,504
+799,477
+194% +$10.7M
3 4
5
6 7

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Artemis Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Artemis Investment Management held 230 positions worth $7.81B, up 20% from $6.52B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Artemis Investment Management deployed $269M of net new capital in Q2 2025, opening 36 new positions and adding to 64 existing holdings. Its largest new stake was Texas Instruments: 868,376 shares worth $180M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 14% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was International Paper, an estimated $107M trimmed.

  • Artemis Investment Management's largest Q2 2025 buy was Texas Instruments: 868,376 shares worth $180M.
  • Artemis Investment Management added most to Simon Property Group in Q2 2025, an estimated $95.6M increase.
  • Artemis Investment Management's biggest Q2 2025 reduction was International Paper, cutting an estimated $107M.
  • Artemis Investment Management fully exited PG&E in Q2 2025, selling an estimated $74.9M.
  • Artemis Investment Management's ten largest holdings make up 26% of its $7.81B portfolio in Q2 2025.
  • Artemis Investment Management opened 36 new positions and closed 38 in Q2 2025.
  • Artemis Investment Management's portfolio value rose 20% quarter-over-quarter to $7.81B.

Based on Artemis Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.