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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
+8%
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
$9.43B
AUM Growth
+$1.15B
Cap. Flow
+$1.02B
Cap. Flow %
10.83%
Top 10 Hldgs %
22.46%
Holding
234
New
50
Increased
85
Reduced
64
Closed
31

Top Buys

Rank Stock Value
1
AZN icon
AstraZeneca
AZN
+$279M
2
DOW icon
Dow Inc
DOW
+$151M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$129M
4
BEN icon
Franklin Resources
BEN
+$124M
5
FCX icon
Freeport-McMoran
FCX
+$117M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$160M
2
MSFT icon
Microsoft
MSFT
+$157M
3
DB icon
Deutsche Bank
DB
+$142M
4
STX icon
Seagate
STX
+$119M
5
CCL icon
Carnival Corporation Ltd
CCL
+$103M

Sector Composition

Rank Sector Weight
1 Healthcare 17.45%
2 Financials 16.96%
3 Technology 14.83%
4 Industrials 13.43%
5 Materials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UMC icon
201
United Microelectronic
UMC
$47.5B
$399K ﹤0.01%
+44,485
New +$434K
CCL icon
202
Carnival Corporation Ltd
CCL
$38B
$360K ﹤0.01%
13,913
-3,542,172
-100% -$103M
MFG icon
203
Mizuho Financial
MFG
$127B
$81.7K ﹤0.01%
+10,286
New +$87.1K
AG icon
204
First Majestic Silver
AG
$9.35B
– –
-2,754,973
Closed -$45.9M
AGCO icon
205
AGCO
AGCO
$7.1B
– –
-9,171
Closed -$957K
ALV icon
206
Autoliv
ALV
$8.96B
– –
-17,477
Closed -$2.07M
AMPX icon
207
Amprius Technologies
AMPX
$1.76B
– –
-464,029
Closed -$3.66M
AZO icon
208
AutoZone
AZO
$49.7B
– –
-1,748
Closed -$5.93M
BABA icon
209
Alibaba
BABA
$306B
– –
-358,551
Closed -$52.6M
BJ icon
210
BJs Wholesale Club
BJ
$12B
– –
-111,164
Closed -$10M
BKE icon
211
Buckle
BKE
$2.37B
– –
-34,007
Closed -$1.82M
COF icon
212
Capital One
COF
$134B
– –
-660,242
Closed -$160M
DB icon
213
Deutsche Bank
DB
$71.8B
– –
-3,663,603
Closed -$142M
DCI icon
214
Donaldson
DCI
$11.2B
– –
-16,846
Closed -$1.49M
DT icon
215
Dynatrace
DT
$14.4B
– –
-451,333
Closed -$19.6M
HL icon
216
Hecla Mining
HL
$11.9B
– –
-2,330,841
Closed -$44.7M
IP icon
217
International Paper
IP
$22.1B
– –
-229,846
Closed -$9.05M
IREN icon
218
Iris Energy
IREN
$14.2B
– –
-384,767
Closed -$14.5M
JEF icon
219
Jefferies Financial Group
JEF
$12.7B
– –
-984,103
Closed -$61M
KNSL icon
220
Kinsale Capital Group
KNSL
$8.53B
– –
-43,962
Closed -$17.2M
LDOS icon
221
Leidos
LDOS
$17.7B
– –
-17,586
Closed -$3.17M
MCO icon
222
Moody's
MCO
$82.5B
– –
-46,706
Closed -$23.9M
NFG icon
223
National Fuel Gas
NFG
$7.82B
– –
-5,990
Closed -$480K
OGE icon
224
OGE Energy
OGE
$9.57B
– –
-318,425
Closed -$13.6M
ORI icon
225
Old Republic International
ORI
$10.2B
– –
-40,231
Closed -$1.84M
6 7 8
9
10

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BHCM
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GKIM
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VLKIM
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SoftBank Group
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ERSOT
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DWM
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HTC
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Artemis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Artemis Investment Management held 234 positions worth $9.43B, up 14% from $8.28B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Artemis Investment Management deployed $1.02B of net new capital in Q1 2026, opening 50 new positions and adding to 85 existing holdings. Its largest new stake was AstraZeneca: 1,444,565 shares worth $281M.

By sector, the portfolio is most concentrated in Healthcare at 17% of assets, up from 13% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Microsoft, an estimated $157M trimmed.

  • Artemis Investment Management's largest Q1 2026 buy was AstraZeneca: 1,444,565 shares worth $281M.
  • Artemis Investment Management added most to Franklin Resources in Q1 2026, an estimated $124M increase.
  • Artemis Investment Management's biggest Q1 2026 reduction was Microsoft, cutting an estimated $157M.
  • Artemis Investment Management fully exited Capital One in Q1 2026, selling an estimated $160M.
  • Artemis Investment Management's ten largest holdings make up 22% of its $9.43B portfolio in Q1 2026.
  • Artemis Investment Management opened 50 new positions and closed 31 in Q1 2026.
  • Artemis Investment Management's portfolio value rose 14% quarter-over-quarter to $9.43B.

Based on Artemis Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.