ARDEVORA ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTD | 79K | $5.69M |
 | AMAT | 74K | $11.92M |
 | NVDA | 70K | $34.66M |
 | PCTY | 68K | $11.19M |
 | RSG | 67K | $11.03M |
 | META | 66K | $23.34M |
 | RMD | 65K | $11.14M |
 | AME | 63K | $10.42M |
 | LNG | 63K | $10.73M |
 | MCD | 56K | $16.64M |
 | PWR | 55K | $11.84M |
 | MA | 53K | $22.73M |
 | COP | 47K | $5.47M |
 | EOG | 45K | $5.49M |
 | AMD | 45K | $6.67M |
 | H | 44K | $5.68M |
 | GE | 42K | $5.37M |
 | ROST | 40K | $5.59M |
 | LIN | 40K | $16.45M |
 | MNDY | 40K | $7.50M |
The Trade Desk, Inc.
TTD
Shares Held
79K
Value
$5.69M
Applied Materials, Inc.
AMAT
Shares Held
74K
Value
$11.92M
NVIDIA Corporation
NVDA
Shares Held
70K
Value
$34.66M
Paylocity Holding Corporation
PCTY
Shares Held
68K
Value
$11.19M
Republic Services, Inc.
RSG
Shares Held
67K
Value
$11.03M
Meta Platforms, Inc.
META
Shares Held
66K
Value
$23.34M
ResMed Inc.
RMD
Shares Held
65K
Value
$11.14M
AMETEK, Inc.
AME
Shares Held
63K
Value
$10.42M
Cheniere Energy, Inc.
LNG
Shares Held
63K
Value
$10.73M
McDonald's Corporation
MCD
Shares Held
56K
Value
$16.64M
Quanta Services, Inc.
PWR
Shares Held
55K
Value
$11.84M
Mastercard Incorporated
MA
Shares Held
53K
Value
$22.73M
ConocoPhillips
COP
Shares Held
47K
Value
$5.47M
EOG Resources, Inc.
EOG
Shares Held
45K
Value
$5.49M
Advanced Micro Devices, Inc.
AMD
Shares Held
45K
Value
$6.67M
Hyatt Hotels Corporation
H
Shares Held
44K
Value
$5.68M
GE Aerospace
GE
Shares Held
42K
Value
$5.37M
Ross Stores, Inc.
ROST
Shares Held
40K
Value
$5.59M
Linde plc
LIN
Shares Held
40K
Value
$16.45M
monday.com Ltd.
MNDY
Shares Held
40K
Value
$7.50M