ARTEMIS INVESTMENT MANAGEMENT L – Q3 2026 PF Holdings AUM: $12.33B NEWLY BOUGHT Top-25: #COP #LITE #IT #SPCX #DOW #PRMB #SCHW #ADBE #BAH #TEO #TGT #ESTC #BG #FDXF #UFCS #IFS INCREASED Top-25: #ACN #NVDA #MSFT #AMZN #DB #ADM #GM #ATI #PAGP #SLB #JLL #CTSH #CFG #SW #BNY #TWLO #TRGP #ABBV #PBR #BIIB #AAPL #META #CR #CNP #ELAN NO-CHANGE Top-25: #TTE #AIG #HALO #ANET #PARR #MCK #BPOP #SNX #CROX #AMRX #VIRT #LPG #PRG #ENVA #TIGO #SGHC #DHT #COLL #KMT #RNST #VVX #M #BBD #BWA #EFC REDUCED Top-25: #CSCO #GOOGL #AZN #BMY #BNS #JBHT #BEN #FHN #WTFC #PFE #TFC #STX #LRCX #BKU #LLY #DELL #NVT #CAH #BAP #FCX #DGX #UNH #VLY #AXON #MDB SOLD-OFF Top-15: #KEY #AEM #VALE #KGC #SPG #TLN #ESI #NOW #IREN #NI #WRBY #WOLF #ROAD #HOOD #AKAM Positive Returns (YTD): #WOLF:+61% #ESI:+40% #AKAM:+26% #WRBY:+12% #AEM:+11% #SPG:+8% #VALE:+3% Negative Returns (YTD): #ROAD:-22% #IREN:-18% #KGC:-16% #TLN:-5% #HOOD:-5% #KEY:-4% #NOW:-4% #NI:-3% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis