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Artemis Investment Management LLP Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Artemis Investment Management LLP with $8.1B in long positions as of Q3 2025, 19% allocated to Technology, and 24% concentrated in top 10 positions.

Portfolio Value
$8.1B
Top 10 Concentration
24%
Top Sector
Technology (19%)
US Exposure
84%
Market Cap Focus
Large Cap
Countries
14

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 18.70%TechnologyFinancial Services: 17.70%Financial ServicesIndustrials: 14.80%IndustrialsConsumer Cyclical: 10.60%Consumer CyclicalHealthcare: 7.40%Basic Materials: 6.90%Communication Services: 5.40%Energy: 4.10%Consumer Defensive: 3.50%Real Estate: 3.40%Utilities: 3.00%
Technology
18.70%
Financial Services
17.70%
Industrials
14.80%
Consumer Cyclical
10.60%
Healthcare
7.40%
Basic Materials
6.90%
Communication Services
5.40%
Energy
4.10%
Consumer Defensive
3.50%
Real Estate
3.40%
Utilities
3.00%

Industry Breakdown

76 industries across all sectors

Semiconductors: 8.44%SemiconductorsSoftware - Infrastructure: 5.40%Gold: 4.50%Financial - Capital Markets: 4.33%Internet Content & Information: 4.17%Engineering & Construction: 4.10%Banks - Regional: 3.96%Industrial - Machinery: 3.55%Financial - Credit Services: 3.53%Banks - Diversified: 3.39%Drug Manufacturers - General: 2.92%Aerospace & Defense: 2.78%Electrical Equipment & Parts: 2.69%Specialty Retail: 2.53%Leisure: 2.08%Oil & Gas Midstream: 1.99%Medical - Diagnostics & Research: 1.98%Computer Hardware: 1.90%Oil & Gas Integrated: 1.46%Consumer Electronics: 1.46%Gambling, Resorts & Casinos: 1.38%Real Estate - Services: 1.37%Entertainment: 1.27%Auto - Manufacturers: 1.26%Renewable Utilities: 1.22%REIT - Retail: 1.14%Apparel - Retail: 1.10%Discount Stores: 1.09%Regulated Electric: 1.00%Medical - Devices: 0.99%46 more: 16.32%46 more
Semiconductors
Technology
8.44%
Software - Infrastructure
Technology
5.40%
Gold
Basic Materials
4.50%
Financial - Capital Markets
Financial Services
4.33%
Internet Content & Information
Communication Services
4.17%
Engineering & Construction
Industrials
4.10%
Banks - Regional
Financial Services
3.96%
Industrial - Machinery
Industrials
3.55%
Financial - Credit Services
Financial Services
3.53%
Banks - Diversified
Financial Services
3.39%
Drug Manufacturers - General
Healthcare
2.92%
Aerospace & Defense
Industrials
2.78%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 26.10%Mega Cap (> $200B)Large Cap ($10B - $200B): 53.70%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 15.79%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 0.52%Nano Cap (< $50M): 0.74%N/A (ETF or Unknown): 3.16%
Mega Cap (> $200B)
26.10%
Large Cap ($10B - $200B)
53.70%
Mid Cap ($2B - $10B)
15.79%
Small Cap ($300M - $2B)
0.52%
Nano Cap (< $50M)
0.74%
N/A (ETF or Unknown)
3.16%

Portfolio Concentration

Top 10 Holdings %
23.88%
Top 20 Holdings %
37.7%
Top 50 Holdings %
65.53%
Top 100 Holdings %
89.18%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
84.33%
International
15.67%
Countries
14
Largest Int'l Market
Canada - 5.48%
United States of America
84.33% ($6.8B)
160 holdings
Canada
5.48% ($443.0M)
8 holdings
Ireland
3.79% ($306.4M)
5 holdings
United Kingdom
1.35% ($109.2M)
1 holdings
Germany
1.27% ($102.6M)
1 holdings
Australia
0.81% ($65.5M)
1 holdings
Brazil
0.74% ($60.1M)
2 holdings
Peru
0.70% ($56.2M)
1 holdings
Panama
0.58% ($46.8M)
1 holdings
South Africa
0.50% ($40.1M)
1 holdings
Taiwan
0.21% ($16.8M)
1 holdings
Israel
0.17% ($13.4M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
21.8 quarters
Avg. Top 20
15.7 quarters
Avg. All Positions
6.7 quarters
Median Holding Period
4 quarters
Persistence Rate
50.27%
Persistent Holdings Weight
56.79%
Persistent Positions
93
Longest Held
Meta Platforms, Inc. Class A Common Stock logo
Meta Platforms, Inc. Class A Common StockMETA - 44 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.20%
Avg. Position Weight
0.54%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 4.11%
Largest Ownership Stake
indie Semiconductor, Inc. Class A Common Stock logo
indie Semiconductor, Inc. Class A Common StockINDI - 2.49%
Avg. Ownership Stake
0.32%
Ownership Stake >5%
0
Ownership Stake >1%
10

Historical (Since Q3 2014)

Avg. New Position
0.28%
Avg. Ownership Stake
0.32%
Largest Position
GE Aerospace logo
GE AerospaceGE - 12.98% (Q4 2015)
Largest Ownership Stake
Borr Drilling Limited logo
Borr Drilling LimitedBORR - 9.17% (Q2 2020)

Portfolio Turnover

Current Quarter

Turnover Ratio
26.5%
Value Traded
$2.14B
Positions Added
8
Positions Exited
34

Historical (Since Q3 2014)

Avg. Turnover Ratio
25.3%
Avg. Positions Added
28
Avg. Positions Exited
43
Highest Turnover
50.0%
Q3 2014
Lowest Turnover
16.5%
Q2 2019

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