Artemis Investment Management LLP

CIK 0001535385 · Q1 2026

13F Equity AUM

$9.4B

+13.9% QoQ

Positions

203

+19 QoQ

AUM Rank

#668

Top 5%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,136 · Top 50%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 12.7%Top 10: 22.5%Top 20: 36.3%

AZN3.0%

NVDA2.8%

ABBV2.4%

CSCO2.3%

PFE2.2%

KGC2.2%

DOW2.1%

GOOGL1.9%

BMY1.9%

FCX1.8%

Others (193)77.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare17.3%

Financial Services16.3%

Technology15.1%

Basic Materials11.7%

Industrials11.2%

Energy9.4%

Consumer Cyclical6.6%

Communication Services3.4%

Other9.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 203Median: 0.25%Avg: 0.49%

0–0.5%

127(17.8%)

0.5–1%

45(33.8%)

1–3%

31(48.4%)

3–5%

0(0.0%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 203Unique: 0vs 20 funds

2.8%Low

203

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.9%

BANK OF AMERICA CORP /DE/

4.3%

BlackRock, Inc.

5.1%

JPMORGAN CHASE & CO

4.2%

FMR LLC

6.7%

VANGUARD CAPITAL MANAGEMENT LLC

5.7%

STATE STREET CORP

5.6%

GEODE CAPITAL MANAGEMENT, LLC

5.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New50Increased85Decreased64Exited31

New Positions

AZN3.0%

+1.4M

DOW2.1%

+4.7M

JBHT1.4%

+607K

BKR1.2%

+1.8M

ATD1.1%

+722K

CHV1.1%

+496K

EXE1.0%

+848K

VALE1.0%

+5.8M

TRGP0.9%

+355K

HAS0.8%

+754K

Increased

BEN1.2%

+4.8M(+8629%)

PAGPEUR1.7%

+3.2M(+90%)

DEC1.0%

+2.8M(+110%)

PBR1.0%

+2.6M(+130%)

FT21.4%

+2.0M(+52%)

FCX1.8%

+1.9M(+216%)

PFE2.2%

+1.8M(+32%)

PAGS0.9%

+1.7M(+26%)

KEY0.8%

+1.2M(+44%)

BMY1.9%

+1.1M(+66%)

Decreased

HBM0.4%

-4,036,399(-71%)

CCL0.0%

-3,542,172(-100%)

MIR0.1%

-1,432,577(-73%)

TRVC0.4%

-826,927(-73%)

CMC0.5%

-700,433(-47%)

CFG1.2%

-548,756(-22%)

CRH.L0.1%

-469,718(-81%)

AAOI0.3%

-432,176(-56%)

KFY0.3%

-430,180(-53%)

AMZN0.7%

-408,287(-55%)

Exited

COF

-660,242

-3,663,603

JEF

-984,103

WBS

-893,751

BABA

-358,551

-2,754,973

-2,330,841

SYK

-101,908

DUT

-46,706

SNOW

-99,858

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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