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Portfolio (Quarterly) Guide ↗

Artemis Investment Management LLP

· CIK 0001535385
13F Portfolio $11.2B AUM 213 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 86 Added 73 Reduced 29 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANIP ANI PHARMACEUTICALS INC Healthcare 28,176.0 $2.3M 0.02% +13K +82.4% $82.78 -10.4%
82 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 171,408.0 $2.3M 0.02% +95K +124.4% $13.55 +3.2%
83 RNST RENASANT CORP Financial Services 46,955.0 $2.0M 0.02% +31K +201.7% $42.54 -2.6%
84 RIO RIO TINTO PLC Basic Materials 17,760.0 $1.7M 0.01% +3K +18.0% $94.93 +10.4%
85 GCT GIGACLOUD TECHNOLOGY INC Technology 42,678.0 $1.3M 0.01% +14K +49.2% $31.60 +59.8%
86 LEA LEAR CORP Consumer Cyclical 9,830.0 $1.3M 0.01% +3K +37.7% $134.06 -8.3%
Page 5 of 5  ·  86 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
Technology 25.4%
Financial Services 20.1%
Healthcare 14.9%
Industrials 11.4%
Energy 6.2%
Consumer Cyclical 5.8%
Basic Materials 5.6%
Communication Services 3.8%
Real Estate 2.5%
Consumer Defensive 2.2%