ARDEVORA ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNPS | 11K | $5.65M |
 | IDXX | 11K | $6.04M |
 | ORLY | 11K | $10.22M |
 | TDG | 11K | $10.81M |
 | HUBS | 10K | $6.09M |
 | MSCI | 10K | $5.85M |
 | AVGO | 10K | $11.53M |
 | LRCX | 8K | $6.30M |
 | MELI | 6K | $10.01M |
 | CMG | 5K | $11.62M |
 | HLT | 2K | $453.00K |
 | ISRG | 1K | $439.00K |
Synopsys, Inc.
SNPS
Shares Held
11K
Value
$5.65M
IDEXX Laboratories, Inc.
IDXX
Shares Held
11K
Value
$6.04M
O'Reilly Automotive, Inc.
ORLY
Shares Held
11K
Value
$10.22M
TransDigm Group Incorporated
TDG
Shares Held
11K
Value
$10.81M
HubSpot, Inc.
HUBS
Shares Held
10K
Value
$6.09M
MSCI Inc.
MSCI
Shares Held
10K
Value
$5.85M
Broadcom Inc.
AVGO
Shares Held
10K
Value
$11.53M
Lam Research Corporation
LRCX
Shares Held
8K
Value
$6.30M
MercadoLibre, Inc.
MELI
Shares Held
6K
Value
$10.01M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
5K
Value
$11.62M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
2K
Value
$453.00K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$439.00K