HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
69,986 | -69,032 | $34,658 |
| NVDA | 69,986 | -69,032 | $34,658 |
| MICROSOFT CORP |
91,127 | -106,729 | $34,267 |
| MSFT | 91,127 | -106,729 | $34,267 |
| APPLE INC |
173,372 | -195,165 | $33,379 |
| AAPL | 173,372 | -195,165 | $33,379 |
| AMAZON COM INC |
211,455 | -192,115 | $32,128 |
| AMZN | 211,455 | -192,115 | $32,128 |
| META PLATFORMS INC |
65,955 | -66,551 | $23,345 |
| META | 65,955 | -66,551 | $23,345 |
| ALPHABET INC CAP STK |
164,560 | -161,762 | $22,987 |
| GOOGL | 164,560 | -161,762 | $22,987 |
| ALPHABET INC CAP STK |
162,829 | -161,638 | $22,947 |
| GOOG | 162,829 | -161,638 | $22,947 |
| MASTERCARD INCORPORATED |
53,304 | -49,602 | $22,735 |
| MA | 53,304 | -49,602 | $22,735 |
| VISA INC COM |
86,037 | -89,072 | $22,400 |
| V | 86,037 | -89,072 | $22,400 |
| MERCK & CO INC |
157,288 | -119,118 | $17,148 |
| MRK | 157,288 | -119,118 | $17,148 |
| COSTCO WHSL CORP NEW |
25,796 | -29,623 | $17,027 |
| COST | 25,796 | -29,623 | $17,027 |
| JPMORGAN CHASE & CO |
99,857 | -78,045 | $16,986 |
| JPM | 99,857 | -78,045 | $16,986 |
| WELLS FARGO CO NEW |
341,090 | -392,897 | $16,788 |
| WFC | 341,090 | -392,897 | $16,788 |
| WASTE MGMT INC DEL |
92,958 | -100,308 | $16,649 |
| WM | 92,958 | -100,308 | $16,649 |
| MCDONALDS CORP |
56,101 | -56,104 | $16,635 |
| MCD | 56,101 | -56,104 | $16,635 |
| PEPSICO INC |
97,280 | -78,458 | $16,522 |
| PEP | 97,280 | -78,458 | $16,522 |
| MONDELEZ INTL INC |
227,895 | -202,275 | $16,506 |
| MDLZ | 227,895 | -202,275 | $16,506 |
| LINDE PLC |
40,064 | -42,158 | $16,455 |
| LIN | 40,064 | -42,158 | $16,455 |
| COCA COLA CO |
277,640 | -255,370 | $16,361 |
| KO | 277,640 | -255,370 | $16,361 |
| MARSH & MCLENNAN COS INC |
85,562 | -76,527 | $16,211 |
| MMC | 85,562 | -76,527 | $16,211 |
| PAYCHEX INC |
131,324 | -136,130 | $15,642 |
| PAYX | 131,324 | -136,130 | $15,642 |
| EXXON MOBIL CORP |
151,817 | -50,868 | $15,179 |
| XOM | 151,817 | -50,868 | $15,179 |
| ELI LILLY & CO |
23,952 | -11,228 | $13,962 |
| LLY | 23,952 | -11,228 | $13,962 |
| ANSYS INC |
35,836 | +1,494 | $13,004 |
| ANSS | 35,836 | +1,494 | $13,004 |
| APPLIED MATLS INC |
73,523 | -8,223 | $11,916 |
| AMAT | 73,523 | -8,223 | $11,916 |
| QUANTA SVCS INC |
54,873 | -4,440 | $11,842 |
| PWR | 54,873 | -4,440 | $11,842 |
| NETFLIX INC |
24,273 | -5,193 | $11,818 |
| NFLX | 24,273 | -5,193 | $11,818 |
| DEXCOM INC |
94,095 | -19,882 | $11,676 |
| DXCM | 94,095 | -19,882 | $11,676 |
| SCHLUMBERGER LTD |
223,764 | -248,530 | $11,645 |
| SLB | 223,764 | -248,530 | $11,645 |
| CHIPOTLE MEXICAN GRILL INC |
5,081 | -276 | $11,620 |
| CMG | 5,081 | -276 | $11,620 |
| VERTEX PHARMACEUTICALS INC |
28,349 | -26,300 | $11,535 |
| VRTX | 28,349 | -26,300 | $11,535 |
| BROADCOM INC |
10,331 | -13,611 | $11,532 |
| AVGO | 10,331 | -13,611 | $11,532 |
| STRYKER CORPORATION |
38,510 | +60 | $11,532 |
| SYK | 38,510 | +60 | $11,532 |
| DEERE & CO |
28,614 | -20,673 | $11,442 |
| DE | 28,614 | -20,673 | $11,442 |
| KLA CORP |
19,610 | -24,220 | $11,399 |
| KLAC | 19,610 | -24,220 | $11,399 |
| VALERO ENERGY CORP |
86,540 | -36,316 | $11,250 |
| VLO | 86,540 | -36,316 | $11,250 |
| PAYLOCITY HLDG CORP |
67,859 | -37,111 | $11,187 |
| PCTY | 67,859 | -37,111 | $11,187 |
| AMPHENOL CORP NEW |
112,591 | -260,368 | $11,161 |
| APH | 112,591 | -260,368 | $11,161 |
| ADOBE INC |
18,700 | -28,430 | $11,156 |
| ADBE | 18,700 | -28,430 | $11,156 |
| SMUCKER J M CO |
88,200 | +88,200 | $11,147 |
| SJM | 88,200 | +88,200 | $11,147 |
| RESMED INC |
64,746 | -73,562 | $11,138 |
| RMD | 64,746 | -73,562 | $11,138 |
| HENRY SCHEIN INC |
146,860 | -104,173 | $11,119 |
| HSIC | 146,860 | -104,173 | $11,119 |
| GRAINGER W W INC |
13,364 | +13,364 | $11,075 |
| GWW | 13,364 | +13,364 | $11,075 |
| MICROCHIP TECHNOLOGY INC. |
122,523 | -132,094 | $11,049 |
| MCHP | 122,523 | -132,094 | $11,049 |
| ROPER TECHNOLOGIES INC |
20,257 | -25,011 | $11,044 |
| ROP | 20,257 | -25,011 | $11,044 |
| REPUBLIC SVCS INC |
66,855 | -63,726 | $11,025 |
| RSG | 66,855 | -63,726 | $11,025 |
| AIRBNB INC COM |
80,338 | -84,725 | $10,937 |
| ABNB | 80,338 | -84,725 | $10,937 |
| MARATHON OIL CORP |
449,551 | +76,210 | $10,861 |
| MRO | 449,551 | +76,210 | $10,861 |
| SERVICENOW INC |
15,333 | -17,679 | $10,833 |
| NOW | 15,333 | -17,679 | $10,833 |
| CINTAS CORP |
17,974 | -17,968 | $10,832 |
| CTAS | 17,974 | -17,968 | $10,832 |
See Full List: All Stocks Held By Ardevora Asset Management LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ardevora Asset Management LLP
|
Size ($ in 1000's)
At 12/31/2023: $1,121,718 At 09/30/2023: $2,035,383 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 |
