ARDEVORA ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GILD | 126K | $10.20M |
 | MCHP | 123K | $11.05M |
 | DVN | 120K | $5.46M |
 | CPRT | 115K | $5.63M |
 | LYV | 114K | $10.68M |
 | APH | 113K | $11.16M |
 | FTNT | 109K | $6.37M |
 | JPM | 100K | $16.99M |
 | PEP | 97K | $16.52M |
 | DXCM | 94K | $11.68M |
 | WM | 93K | $16.65M |
 | MSFT | 91K | $34.27M |
 | OXY | 89K | $5.29M |
 | SJM | 88K | $11.15M |
 | VLO | 87K | $11.25M |
 | V | 86K | $22.40M |
 | MMC | 86K | $16.21M |
 | EXAS | 80K | $5.95M |
 | ABNB | 80K | $10.94M |
 | BAH | 80K | $10.23M |
Gilead Sciences, Inc.
GILD
Shares Held
126K
Value
$10.20M
Microchip Technology Incorporated
MCHP
Shares Held
123K
Value
$11.05M
Devon Energy Corporation
DVN
Shares Held
120K
Value
$5.46M
Copart, Inc.
CPRT
Shares Held
115K
Value
$5.63M
Live Nation Entertainment, Inc.
LYV
Shares Held
114K
Value
$10.68M
Amphenol Corporation
APH
Shares Held
113K
Value
$11.16M
Fortinet, Inc.
FTNT
Shares Held
109K
Value
$6.37M
JPMorgan Chase & Co.
JPM
Shares Held
100K
Value
$16.99M
PepsiCo, Inc.
PEP
Shares Held
97K
Value
$16.52M
DexCom, Inc.
DXCM
Shares Held
94K
Value
$11.68M
Waste Management, Inc.
WM
Shares Held
93K
Value
$16.65M
Microsoft Corporation
MSFT
Shares Held
91K
Value
$34.27M
Occidental Petroleum Corporation
OXY
Shares Held
89K
Value
$5.29M
The J. M. Smucker Company
SJM
Shares Held
88K
Value
$11.15M
Valero Energy Corporation
VLO
Shares Held
87K
Value
$11.25M
Visa Inc.
V
Shares Held
86K
Value
$22.40M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
86K
Value
$16.21M
Exact Sciences Corporation
EXAS
Shares Held
80K
Value
$5.95M
Airbnb, Inc.
ABNB
Shares Held
80K
Value
$10.94M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
80K
Value
$10.23M