Stock Taper

ARDEVORA ASSET MANAGEMENT LLP

Latest 13F filing data - Q4 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Roper Technologies, Inc.ROP20.26K$11.04M
Cadence Design Systems, Inc.CDNS22.18K$6.04M
McKesson CorporationMCK22.36K$10.36M
Eli Lilly and CompanyLLY23.95K$13.96M
Netflix, Inc.NFLX24.27K$11.82M
Costco Wholesale CorporationCOST25.8K$17.03M
Vertex Pharmaceuticals IncorporatedVRTX28.35K$11.54M
Deere & CompanyDE28.61K$11.44M
Nucor CorporationNUE32.36K$5.63M
Aon plcAON34.52K$10.04M
Stryker CorporationSYK38.51K$11.53M
Workday, Inc.WDAY38.93K$10.75M
monday.com Ltd.MNDY39.95K$7.5M
Linde plcLIN40.06K$16.45M
Ross Stores, Inc.ROST40.39K$5.59M
GE AerospaceGE42.1K$5.37M
Hyatt Hotels CorporationH43.56K$5.68M
Advanced Micro Devices, Inc.AMD45.24K$6.67M
EOG Resources, Inc.EOG45.38K$5.49M
ConocoPhillipsCOP47.16K$5.47M