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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
EQH icon
176
Equitable Holdings
EQH
$14.4B
$2.8M 0.04%
49,834
-727,791
-94% -$37.4M
SAIA icon
177
Saia
SAIA
$9.49B
$2.69M 0.03%
9,819
-109,902
-92% -$31.3M
HCA icon
178
HCA Healthcare
HCA
$89.6B
$2.64M 0.03%
6,897
– –
GLOB icon
179
Globant
GLOB
$1.66B
$2.58M 0.03%
28,386
-15,672
-36% -$1.67M
WBA
180
DELISTED
Walgreens Boots Alliance
WBA
$2.51M 0.03%
+218,928
New +$2.44M
TSN icon
181
Tyson Foods
TSN
$20.1B
$2.3M 0.03%
41,131
-38,728
-48% -$2.23M
RDY icon
182
Dr. Reddy's Laboratories
RDY
$10.1B
$2.03M 0.03%
135,230
-146,300
-52% -$2.09M
EXP icon
183
Eagle Materials
EXP
$6.47B
$1.87M 0.02%
9,254
-132,292
-93% -$28.5M
RACE icon
184
Ferrari
RACE
$71.5B
$928K 0.01%
1,894
+24
+1% +$11.2K
HDB icon
185
HDFC Bank
HDB
$120B
$816K 0.01%
21,294
-690
-3% -$25K
AS icon
186
Amer Sports
AS
$21B
$721K 0.01%
18,603
-2,877
-13% -$88.5K
RCL icon
187
Royal Caribbean
RCL
$82.4B
$378K ﹤0.01%
+1,206
New +$287K
MSI icon
188
Motorola Solutions
MSI
$76.5B
$281K ﹤0.01%
669
– –
VRSK icon
189
Verisk Analytics
VRSK
$23.6B
$260K ﹤0.01%
834
-251
-23% -$76.1K
ONON icon
190
On Holding
ONON
$12.9B
$250K ﹤0.01%
4,811
-7,904
-62% -$403K
MAR icon
191
Marriott International
MAR
$90.9B
$242K ﹤0.01%
887
-746
-46% -$187K
ROP icon
192
Roper Technologies
ROP
$39.9B
$212K ﹤0.01%
374
-21
-5% -$11.9K
ACI icon
193
Albertsons Companies
ACI
$5.89B
– –
-308,832
Closed -$6.79M
AVTR icon
194
Avantor
AVTR
$9.29B
– –
-2,963,239
Closed -$48M
AZEK
195
DELISTED
The AZEK Co
AZEK
– –
-349,368
Closed -$17.1M
BHP icon
196
BHP
BHP
$230B
– –
-179,927
Closed -$8.73M
BKR icon
197
Baker Hughes
BKR
$63.6B
– –
-408,236
Closed -$17.9M
BLDR icon
198
Builders FirstSource
BLDR
$7.74B
– –
-231,184
Closed -$28.9M
BMY icon
199
Bristol-Myers Squibb
BMY
$132B
– –
-242,131
Closed -$14.8M
BRBR icon
200
BellRing Brands
BRBR
$1.32B
– –
-841,312
Closed -$62.6M
6 7
8
9 10

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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.