Artemis Investment Management Llp

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 194
Total Value: 6523257720
Accession Number: 0001535385-25-000002
Form Type: 13F-HR
CIK: 0001535385
Manager Name: Artemis Investment Management Llp

Data Enrichment

98% identified

190 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

194 positions • $6,523,257.72K total value

194 positions

Manager:

SEC FilingSEC DataHachi Filing

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Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

124105(+35.5%)

Value:

$2.4B(-0.1%)

Arista Networks, Inc.

ANET|040413205

30022

Value:

$2.3B

PagSeguro Digital Ltd.

PAGS|G68707101

294795

Value:

$2.2B

ICICI BANK LTD

IBN|45104G104

40767(-71.2%)

Value:

$1.3B(-69.6%)

Ferrari N.V.

RACE|N3167Y103

1870(-4.0%)

Value:

$793.7M(-4.6%)

HDFC BANK LTD

HDB|40415F101

10992(-10.3%)

Value:

$730.3M(-6.7%)

Amer Sports, Inc.

AS|G0260P102

21480(-13.4%)

Value:

$574.2M(-17.3%)

On Holding AG

ONON|H5919C104

12715(+4.2%)

Value:

$558.4M(-16.4%)

RALPH LAUREN CORP

RL|751212101

2324(+5.9%)

Value:

$513.0M(+1.2%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

1633(+5.9%)

Value:

$389.0M(-9.6%)

DECKERS OUTDOOR CORP

DECK|243537107

3321(+19.4%)

Value:

$371.3M(-34.3%)

Verisk Analytics, Inc.

VRSK|92345Y106

1085(+0.0%)

Value:

$322.9M(+8.1%)

Motorola Solutions, Inc.

MSI|620076307

669(-92.8%)

Value:

$292.9M(-93.2%)

ROPER TECHNOLOGIES INC

ROP|776696106

395(+0.0%)

Value:

$232.9M(+13.4%)

Instrument	Shares		Other Manager	Value
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	124.1K	QoQ +35.52% (-32.5K) YoY NEW(+124.1K)	All Managers (Combined)	$2.4M	QoQ -0.13% (-$3.1K) YoY NEW(+$2.4M)
Arista Networks, Inc.(ANETcusip040413205)	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Pagseguro Digital Ltd.(PAGScusipG68707101)	294.8K	QoQ NEW(+294.8K) YoY NEW(+294.8K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Icici Bank Ltd(IBNcusip45104G104)	40.8K	QoQ -71.18% (-100.7K) YoY NEW(+40.8K)	All Managers (Combined)	$1.3M	QoQ -69.58% (-$2.9M) YoY NEW(+$1.3M)
Ferrari N.V.(RACEcusipN3167Y103)	1.9K	QoQ -4.05% (-79) YoY +2.52% (-46)	All Managers (Combined)	$793.7K	QoQ -4.59% (-$38.2K) YoY -0.27% (-$2.2K)
Hdfc Bank Ltd(HDBcusip40415F101)	11.0K	QoQ -10.35% (-1.3K) YoY -7.07% (-837)	All Managers (Combined)	$730.3K	QoQ -6.73% (-$52.7K) YoY +10.34% (-$68.5K)
Amer Sports, Inc.(AScusipG0260P102)	21.5K	QoQ -13.44% (-3.3K) YoY NEW(+21.5K)	All Managers (Combined)	$574.2K	QoQ -17.25% (-$119.7K) YoY NEW(+$574.2K)
On Holding Ag(ONONcusipH5919C104)	12.7K	QoQ +4.23% (-517) YoY -21.06% (-3.4K)	All Managers (Combined)	$558.4K	QoQ -16.41% (-$109.6K) YoY -1.99% (-$11.4K)
Ralph Lauren Corp(RLcusip751212101)	2.3K	QoQ +5.87% (+129) YoY -98.69% (-175.2K)	All Managers (Combined)	$513.0K	QoQ +1.18% (+$6.0K) YoY -98.46% (-$32.8M)
Marriott International Inc /Md/(MARcusip571903202)	1.6K	QoQ +5.90% (-91) YoY -34.73% (-869)	All Managers (Combined)	$389.0K	QoQ -9.56% (-$41.1K) YoY -38.38% (-$242.3K)
Deckers Outdoor Corp(DECKcusip243537107)	3.3K	QoQ +19.37% (-539) YoY +483.65% (-2.8K)	All Managers (Combined)	$371.3K	QoQ -34.27% (-$193.7K) YoY -30.66% (-$164.3K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.1K	QoQ 0.00% (+0) YoY -40.28% (-732)	All Managers (Combined)	$322.9K	QoQ +8.05% (+$24.1K) YoY -24.58% (-$105.2K)
Motorola Solutions, Inc.(MSIcusip620076307)	669	QoQ -92.83% (-8.7K) YoY -69.07% (-1.5K)	All Managers (Combined)	$292.9K	QoQ -93.21% (-$4.0M) YoY -61.84% (-$474.7K)
Roper Technologies Inc(ROPcusip776696106)	395	QoQ 0.00% (+0) YoY -62.01% (-645)	All Managers (Combined)	$232.9K	QoQ +13.41% (+$27.5K) YoY -60.05% (-$350.2K)