HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
614,040 | -306,950 | $119,105 |
| AAPL | 614,040 | -306,950 | $119,105 |
| MICROSOFT CORP |
332,500 | +332,500 | $113,230 |
| MSFT | 332,500 | +332,500 | $113,230 |
| NVIDIA CORPORATION |
218,500 | +24,700 | $92,430 |
| NVDA | 218,500 | +24,700 | $92,430 |
| ALPHABET INC CAP STK |
721,402 | -758,660 | $86,352 |
| GOOGL | 721,402 | -758,660 | $86,352 |
| ALPHABET INC CAP STK |
704,448 | +704,448 | $85,217 |
| GOOG | 704,448 | +704,448 | $85,217 |
| MASTERCARD INCORPORATED |
190,079 | -46,600 | $74,758 |
| MA | 190,079 | -46,600 | $74,758 |
| VISA INC COM |
313,607 | -36,352 | $74,475 |
| V | 313,607 | -36,352 | $74,475 |
| META PLATFORMS INC |
258,968 | -153,544 | $74,319 |
| META | 258,968 | -153,544 | $74,319 |
| UNITEDHEALTH GROUP INC |
147,512 | -26,197 | $70,900 |
| UNH | 147,512 | -26,197 | $70,900 |
| WASTE MGMT INC DEL |
332,506 | -161,495 | $57,663 |
| WM | 332,506 | -161,495 | $57,663 |
| MARSH & MCLENNAN COS INC |
306,180 | -199,700 | $57,586 |
| MMC | 306,180 | -199,700 | $57,586 |
| AMPHENOL CORP NEW |
676,313 | -299,065 | $57,453 |
| APH | 676,313 | -299,065 | $57,453 |
| AIRBNB INC COM |
447,148 | -181,493 | $57,306 |
| ABNB | 447,148 | -181,493 | $57,306 |
| MCDONALDS CORP |
191,507 | -91,171 | $57,148 |
| MCD | 191,507 | -91,171 | $57,148 |
| YUM BRANDS INC |
406,808 | -191,967 | $56,363 |
| YUM | 406,808 | -191,967 | $56,363 |
| LINDE PLC |
147,213 | -76,799 | $56,100 |
| LIN | 147,213 | -76,799 | $56,100 |
| PEPSICO INC |
301,909 | -164,500 | $55,920 |
| PEP | 301,909 | -164,500 | $55,920 |
| ROPER TECHNOLOGIES INC |
116,106 | -58,827 | $55,824 |
| ROP | 116,106 | -58,827 | $55,824 |
| COSTCO WHSL CORP NEW |
103,051 | -51,919 | $55,481 |
| COST | 103,051 | -51,919 | $55,481 |
| MONDELEZ INTL INC |
749,419 | -370,465 | $54,663 |
| MDLZ | 749,419 | -370,465 | $54,663 |
| LIVE NATION ENTERTAINMENT IN |
599,452 | -117,900 | $54,616 |
| LYV | 599,452 | -117,900 | $54,616 |
| COCA COLA CO |
904,146 | -479,600 | $54,448 |
| KO | 904,146 | -479,600 | $54,448 |
| MERCK & CO INC |
469,741 | +178,700 | $54,203 |
| MRK | 469,741 | +178,700 | $54,203 |
| PAYCHEX INC |
483,196 | +19,500 | $54,055 |
| PAYX | 483,196 | +19,500 | $54,055 |
| ACCENTURE PLC IRELAND SHS |
172,344 | -116,766 | $53,182 |
| ACN | 172,344 | -116,766 | $53,182 |
| WORKDAY INC |
231,268 | -141,900 | $52,241 |
| WDAY | 231,268 | -141,900 | $52,241 |
| THERMO FISHER SCIENTIFIC INC |
95,714 | -29,185 | $49,939 |
| TMO | 95,714 | -29,185 | $49,939 |
| REGENERON PHARMACEUTICALS |
67,614 | -27,114 | $48,583 |
| REGN | 67,614 | -27,114 | $48,583 |
| LIBERTY MEDIA CORP DEL |
638,669 | +638,669 | $48,079 |
| FWONK | 638,669 | +638,669 | $48,079 |
| AON PLC SHS |
113,169 | -80,931 | $39,066 |
| AON | 113,169 | -80,931 | $39,066 |
| ALTERYX INC COM |
858,285 | +483,894 | $38,966 |
| AYX | 858,285 | +483,894 | $38,966 |
| FASTENAL CO |
650,841 | -311,112 | $38,393 |
| FAST | 650,841 | -311,112 | $38,393 |
| AMERISOURCEBERGEN CORP |
197,900 | -137,265 | $38,082 |
| ABC | 197,900 | -137,265 | $38,082 |
| MICROCHIP TECHNOLOGY INC. |
424,593 | -182,500 | $38,039 |
| MCHP | 424,593 | -182,500 | $38,039 |
| APPLIED MATLS INC |
262,900 | -166,100 | $38,000 |
| AMAT | 262,900 | -166,100 | $38,000 |
| VERTEX PHARMACEUTICALS INC |
107,062 | -55,338 | $37,676 |
| VRTX | 107,062 | -55,338 | $37,676 |
| SEA LTD |
648,416 | +173,400 | $37,634 |
| SE | 648,416 | +173,400 | $37,634 |
| LAM RESEARCH CORP |
58,500 | -41,600 | $37,607 |
| LRCX | 58,500 | -41,600 | $37,607 |
| KLA CORP |
77,117 | -56,807 | $37,403 |
| KLAC | 77,117 | -56,807 | $37,403 |
| NETFLIX INC |
84,672 | -181,900 | $37,297 |
| NFLX | 84,672 | -181,900 | $37,297 |
| RESMED INC |
169,478 | -75,352 | $37,031 |
| RMD | 169,478 | -75,352 | $37,031 |
| WEST PHARMACEUTICAL SVSC INC |
96,400 | +96,400 | $36,870 |
| WST | 96,400 | +96,400 | $36,870 |
| REPUBLIC SVCS INC |
239,959 | -150,074 | $36,755 |
| RSG | 239,959 | -150,074 | $36,755 |
| LILLY ELI & CO |
78,123 | -81,400 | $36,638 |
| LLY | 78,123 | -81,400 | $36,638 |
| ANALOG DEVICES INC |
187,071 | -65,649 | $36,443 |
| ADI | 187,071 | -65,649 | $36,443 |
| STRYKER CORPORATION |
119,375 | -154,768 | $36,420 |
| SYK | 119,375 | -154,768 | $36,420 |
| AGILENT TECHNOLOGIES INC |
301,901 | -94,901 | $36,304 |
| A | 301,901 | -94,901 | $36,304 |
| SERVICENOW INC |
64,500 | +64,500 | $36,247 |
| NOW | 64,500 | +64,500 | $36,247 |
| ANSYS INC |
109,594 | -49,300 | $36,196 |
| ANSS | 109,594 | -49,300 | $36,196 |
| WELLS FARGO CO NEW |
847,209 | -680,800 | $36,159 |
| WFC | 847,209 | -680,800 | $36,159 |
See Full List: All Stocks Held By Ardevora Asset Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ardevora Asset Management LLP
|
Size ($ in 1000's)
At 06/30/2023: $4,131,578 At 03/31/2023: $5,568,056 Ardevora Asset Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ardevora Asset Management LLP 13F filings. Link to 13F filings: SEC filings |
