ARDEVORA ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WDAY | 39K | $10.75M |
 | SYK | 39K | $11.53M |
 | AON | 35K | $10.04M |
 | NUE | 32K | $5.63M |
 | DE | 29K | $11.44M |
 | VRTX | 28K | $11.54M |
 | COST | 26K | $17.03M |
 | NFLX | 24K | $11.82M |
 | LLY | 24K | $13.96M |
 | MCK | 22K | $10.36M |
 | CDNS | 22K | $6.04M |
 | ROP | 20K | $11.04M |
 | KLAC | 20K | $11.40M |
 | LMT | 19K | $8.67M |
 | ADBE | 19K | $11.16M |
 | CTAS | 18K | $10.83M |
 | WST | 16K | $5.62M |
 | NOW | 15K | $10.83M |
 | GWW | 13K | $11.07M |
 | LULU | 12K | $6.14M |
Workday, Inc.
WDAY
Shares Held
39K
Value
$10.75M
Stryker Corporation
SYK
Shares Held
39K
Value
$11.53M
Aon plc
AON
Shares Held
35K
Value
$10.04M
Nucor Corporation
NUE
Shares Held
32K
Value
$5.63M
Deere & Company
DE
Shares Held
29K
Value
$11.44M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
28K
Value
$11.54M
Costco Wholesale Corporation
COST
Shares Held
26K
Value
$17.03M
Netflix, Inc.
NFLX
Shares Held
24K
Value
$11.82M
Eli Lilly and Company
LLY
Shares Held
24K
Value
$13.96M
McKesson Corporation
MCK
Shares Held
22K
Value
$10.36M
Cadence Design Systems, Inc.
CDNS
Shares Held
22K
Value
$6.04M
Roper Technologies, Inc.
ROP
Shares Held
20K
Value
$11.04M
KLA Corporation
KLAC
Shares Held
20K
Value
$11.40M
Lockheed Martin Corporation
LMT
Shares Held
19K
Value
$8.67M
Adobe Inc.
ADBE
Shares Held
19K
Value
$11.16M
Cintas Corporation
CTAS
Shares Held
18K
Value
$10.83M
West Pharmaceutical Services, Inc.
WST
Shares Held
16K
Value
$5.62M
ServiceNow, Inc.
NOW
Shares Held
15K
Value
$10.83M
W.W. Grainger, Inc.
GWW
Shares Held
13K
Value
$11.07M
Lululemon Athletica Inc.
LULU
Shares Held
12K
Value
$6.14M