Stock Taper 
ARDEVORA ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Mastercard Incorporated | MA | 53.3K | $22.73M |
 Quanta Services, Inc. | PWR | 54.87K | $11.84M |
 McDonald's Corporation | MCD | 56.1K | $16.64M |
 Cheniere Energy, Inc. | LNG | 62.85K | $10.73M |
 AMETEK, Inc. | AME | 63.21K | $10.42M |
 ResMed Inc. | RMD | 64.75K | $11.14M |
 Meta Platforms, Inc. | META | 65.95K | $23.34M |
 Republic Services, Inc. | RSG | 66.86K | $11.03M |
 Paylocity Holding Corporation | PCTY | 67.86K | $11.19M |
 NVIDIA Corporation | NVDA | 69.99K | $34.66M |
 Applied Materials, Inc. | AMAT | 73.52K | $11.92M |
 The Trade Desk, Inc. | TTD | 79.03K | $5.69M |
 Booz Allen Hamilton Holding Corporation | BAH | 80K | $10.23M |
 Airbnb, Inc. | ABNB | 80.34K | $10.94M |
 Visa Inc. | V | 86.04K | $22.4M |
 Valero Energy Corporation | VLO | 86.54K | $11.25M |
 The J. M. Smucker Company | SJM | 88.2K | $11.15M |
 Occidental Petroleum Corporation | OXY | 88.53K | $5.29M |
 Microsoft Corporation | MSFT | 91.13K | $34.27M |
 Waste Management, Inc. | WM | 92.96K | $16.65M |