Ardevora Asset Management LLP 13F Holdings

CIK 0001608108 · LONDON, X0

As of Dec 31, 2023, Ardevora Asset Management LLP reported 96 positions worth .1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology69,986$34.7K3.09%
MICROSOFT CORPMSFTTechnology91,127$34.3K3.05%
APPLE INCAAPLTechnology173,372$33.4K2.97%
AMAZON.COM INCAMZNEquity211,455$32.1K2.86%
META PLATFORMS INCMETACommunication Services65,955$23.3K2.08%
ALPHABET INCGOOGLEquity164,560$23.0K2.05%
ALPHABET INCGOOGEquity162,829$22.9K2.04%
MASTERCARD INCMAFinancial Services53,304$22.7K2.02%
VISA INC-CLASS A SHARESVFinancial Services86,037$22.4K1.99%
MERCK & CO INCMRKHealthcare157,288 7.1K1.53%
COSTCO WHOLESALE CORPCOSTConsumer Defensive25,796 7.0K1.52%
JPMORGAN CHASE & COJPMFinancial Services99,857 7.0K1.51%
WELLS FARGO & COMPANYWFCFinancial Services341,090 6.8K1.49%
WASTE MANAGEMENT INCWMIndustrials92,958 6.6K1.48%
MCDONALDS CORPMCDConsumer Cyclical56,101 6.6K1.48%
PEPSICO INCPEPConsumer Defensive97,280 6.5K1.47%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive227,895 6.5K1.47%
LINDE PLCLINBasic Materials40,064 6.5K1.47%
COCA COLA COKOConsumer Defensive277,640 6.4K1.46%
MARSH & MCLENNAN COMPANIES INCMMCFinancial Services85,562 6.2K1.44%
PAYCHEX INCPAYXIndustrials131,324 5.6K1.39%
EXXON MOBIL CORPXOMEnergy151,817 5.2K1.35%
ELI LILLY & COLLYHealthcare23,952 4.0K1.24%
ANSYS INCANSSTechnology35,836 3.0K1.16%
APPLIED MATERIALS INCAMATTechnology73,523 1.9K1.06%