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Portfolio (Quarterly) Guide ↗

Artemis Investment Management LLP

· CIK 0001535385
13F Portfolio $9.4B AUM 203 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 85 Added 64 Reduced 31 Exited
Page 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNX TD SYNNEX CORPORATION Technology 14,185.0 $2.4M 0.03% +973.0 +7.4% $168.71 +61.1%
82 BEACON FINANCIAL CORP. 78,213.0 $2.3M 0.03% +5K +7.4% $30.00
83 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 186,125.0 $2.3M 0.03% +61K +49.0% $12.43 +10.3%
84 ABCB AMERIS BANCORP Financial Services 24,094.0 $1.9M 0.02% +2K +7.4% $77.99 +9.4%
85 RIO RIO TINTO PLC Basic Materials 15,055.0 $1.4M 0.01% +10K +215.9% $93.29 +8.2%
Page 5 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 17.7%
Healthcare 17.3%
Technology 16.0%
Industrials 12.2%
Basic Materials 10.9%
Energy 7.5%
Consumer Cyclical 5.8%
Communication Services 3.6%
Utilities 3.6%
Real Estate 2.7%