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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 11 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 UMC UNITED MICROELECTRONICS CORP Technology 44,485.0 $399K 0.00% NEW $8.98 +122.6%
202 CCL CARNIVAL CORP Consumer Cyclical 13,913.0 $360K 0.00% -3.5M -99.6% $25.88 +4.7%
203 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10,286.0 $82K 0.00% NEW $7.94 +20.8%
Page 11 of 11  ·  203 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%