Artemis Investment Management LLP

Q1 2025 13F-HR Holdings

Location
Edinburgh, X0
Holdings as of
3/31/2025
Date filed
4/24/2025
Form type
13F-HR
Num holdings
194
Total value ($000)
$6,523,258
Net value change ($000)
-499,640 (-7.1%)
New positions
36
Sold out positions
43
Turnover %
23.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2025 Next filing: 8/11/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KO 116,688 NEW
SGI 77,046 747.7%
KGC 73,031 533.6%
ETN 71,726 NEW
BJ 66,675 NEW
RYAN 57,023 NEW
C 56,954 2402.1%
SPG 52,581 212.8%
HESM 51,768 164.2%
CNP 46,790 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -115,639 -34.9%
ORCL -96,617 -100.0%
JEF -85,244 -78.0%
AMZN -79,468 -31.0%
GS -77,261 -66.1%
MSFT -76,392 -28.6%
SAIA -71,999 -63.2%
HRI -71,211 -100.0%
AVGO -67,493 -65.2%
VST -53,787 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type