Stock Taper 
ARDEVORA ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2023
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gilead Sciences, Inc. | GILD | 125.94K | $10.2M |
 Microchip Technology Incorporated | MCHP | 122.52K | $11.05M |
 Devon Energy Corporation | DVN | 120.44K | $5.46M |
 Copart, Inc. | CPRT | 114.99K | $5.63M |
 Live Nation Entertainment, Inc. | LYV | 114.13K | $10.68M |
 Amphenol Corporation | APH | 112.59K | $11.16M |
 Fortinet, Inc. | FTNT | 108.76K | $6.37M |
 JPMorgan Chase & Co. | JPM | 99.86K | $16.99M |
 PepsiCo, Inc. | PEP | 97.28K | $16.52M |
 DexCom, Inc. | DXCM | 94.09K | $11.68M |
 Waste Management, Inc. | WM | 92.96K | $16.65M |
 Microsoft Corporation | MSFT | 91.13K | $34.27M |
 Occidental Petroleum Corporation | OXY | 88.53K | $5.29M |
 The J. M. Smucker Company | SJM | 88.2K | $11.15M |
 Valero Energy Corporation | VLO | 86.54K | $11.25M |
 Visa Inc. | V | 86.04K | $22.4M |
 Airbnb, Inc. | ABNB | 80.34K | $10.94M |
 Booz Allen Hamilton Holding Corporation | BAH | 80K | $10.23M |
 The Trade Desk, Inc. | TTD | 79.03K | $5.69M |
 Applied Materials, Inc. | AMAT | 73.52K | $11.92M |