Ardevora Asset Management LLP holdings history

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465 is the total number of securities Ardevora Asset Management LLP has owned. The longest Ardevora Asset Management LLP has owned a single stock is 35 quarters.

Ardevora Asset Management LLP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
UNH UNITEDHEALTH GROUP INC35350.52%0.91%1.72%Q4 2014Q2 202335
SNPS SYNOPSYS INC34340.00%0.93%1.44%Q2 2015Q3 202334
MSFT MICROSOFT CORP3120.01%0.94%3.07%Q2 2015Q3 202333
APH AMPHENOL CORP NEW32320.84%1.07%1.54%Q4 2015Q3 202332
FB META PLATFORMS INC2250.68%0.98%1.95%Q4 2014Q3 202332
ROP ROPER TECHNOLOGIES INC2650.82%1.12%1.74%Q4 2014Q3 202331
EA ELECTRONIC ARTS INC19120.00%1.06%2.10%Q4 2014Q3 202231
V VISA INC COM1930.01%1.03%1.98%Q2 2015Q3 202331
ACN ACCENTURE PLC IRELAND SHS30300.72%0.93%1.48%Q1 2016Q2 202330
HD HOME DEPOT INC30300.69%0.87%1.11%Q4 2014Q1 202230
RSG REPUBLIC SVCS INC29290.76%0.98%1.19%Q3 2016Q3 202329
AMZN AMAZON COM INC1510.52%0.92%2.52%Q2 2015Q3 202328
AWK AMERICAN WTR WKS CO IN...1820.39%1.02%1.36%Q1 2015Q1 202327
DHR DANAHER CORPORATION26260.00%0.77%1.07%Q3 2016Q4 202226
CTAS CINTAS CORP1510.00%1.04%1.52%Q1 2015Q3 202325
SYK STRYKER CORPORATION25250.52%1.01%1.41%Q3 2017Q3 202325
EW EDWARDS LIFESCIENCES CORP1110.00%1.00%1.81%Q4 2014Q3 202325
IDXX IDEXX LABS INC1010.01%0.93%1.76%Q1 2015Q3 202325
BR BROADRIDGE FINL SOLUTI...24240.95%1.21%1.81%Q4 2014Q3 202024
MA MASTERCARD INCORPORATED1950.00%0.92%2.00%Q2 2017Q3 202324
XLNX XILINX INC970.08%0.84%1.18%Q2 2015Q4 202124
SYY SYSCO CORP1590.68%0.82%1.00%Q3 2016Q4 202224
ORLY O REILLY AUTOMOTIVE IN...2310.70%0.81%0.97%Q3 2016Q3 202324
LRCX LAM RESEARCH CORP1920.00%0.75%1.12%Q2 2017Q3 202324
MELI MERCADOLIBRE INC1950.00%0.74%1.34%Q2 2017Q3 202324
COST COSTCO WHSL CORP NEW1490.09%1.08%1.81%Q4 2014Q3 202323
WM WASTE MGMT INC DEL1580.85%1.05%1.45%Q3 2017Q3 202323
HSIC SCHEIN HENRY INC1490.80%1.04%1.54%Q1 2015Q3 202323
NVDA NVIDIA CORPORATION1120.00%1.02%2.97%Q1 2015Q3 202323
TXN TEXAS INSTRS INC2030.76%1.00%1.32%Q1 2015Q3 202123
TMO THERMO FISHER SCIENTIF...23230.65%0.89%1.29%Q4 2017Q2 202323
ADI ANALOG DEVICES INC12110.68%0.83%1.00%Q2 2017Q3 202323
GOOGL ALPHABET INC CAP STK1910.73%1.14%2.76%Q4 2015Q3 202322
NDAQ NASDAQ INC22220.78%1.00%1.33%Q3 2017Q4 202222
MDLZ MONDELEZ INTL INC1530.52%0.96%1.47%Q4 2014Q3 202322
BAX BAXTER INTL INC22220.71%0.86%1.02%Q1 2016Q2 202122
IQV IQVIA HLDGS INC21210.01%0.94%1.23%Q4 2017Q4 202221
NOW SERVICENOW INC1020.00%0.92%1.96%Q4 2014Q3 202321
PG PROCTER & GAMBLE CO1230.52%0.90%1.67%Q4 2014Q4 202221
SPGI S&P GLOBAL INC21210.69%0.88%1.28%Q4 2017Q4 202221
NTES NETEASE INC1460.01%0.94%1.77%Q4 2014Q2 202120
HII HUNTINGTON INGALLS IND...20200.56%0.93%1.19%Q1 2016Q4 202020
MCD MCDONALDS CORP1550.70%0.92%1.45%Q2 2018Q3 202320
CRM SALESFORCE INC1550.48%0.87%1.25%Q4 2014Q3 202220
MPWR MONOLITHIC PWR SYS INC850.00%0.84%1.34%Q3 2016Q3 202220
MTD METTLER TOLEDO INTERNA...1460.41%0.83%1.20%Q1 2016Q2 202320
AMAT APPLIED MATLS INC1120.00%0.82%1.19%Q4 2016Q3 202320
OGS ONE GAS INC20200.35%0.81%1.28%Q4 2018Q3 202320
CDNS CADENCE DESIGN SYSTEM INC1280.00%0.67%1.20%Q2 2018Q3 202320
MMP MAGELLAN MIDSTREAM PRT...1270.40%1.06%1.41%Q1 2015Q3 202019
YUM YUM BRANDS INC1450.73%0.97%1.42%Q2 2018Q2 202319
BABA ALIBABA GROUP HLDG LTD19190.63%0.96%1.50%Q4 2015Q2 202019
WDAY WORKDAY INC1450.24%0.90%1.38%Q4 2017Q3 202319
ADBE ADOBE SYSTEMS INCORPOR...510.00%0.99%1.80%Q4 2014Q3 202318
FTV FORTIVE CORP18180.78%0.99%1.21%Q4 2017Q1 202218
GD GENERAL DYNAMICS CORP1530.00%0.92%1.50%Q4 2014Q1 202318
PYPL PAYPAL HLDGS INC18180.01%0.79%0.97%Q3 2017Q4 202118
RMD RESMED INC1080.00%0.77%1.35%Q4 2018Q3 202318
MSCI MSCI INC1130.00%0.66%1.31%Q4 2017Q3 202318
FISV FISERV INC1340.87%1.13%1.54%Q1 2015Q3 202017
JKHY HENRY JACK & ASSOC INC17170.86%1.05%1.32%Q3 2016Q3 202017
IPGP IPG PHOTONICS CORP710.00%1.00%1.84%Q4 2014Q3 202317
DOX AMDOCS LTD1070.05%0.94%1.55%Q4 2014Q3 202317
VMW VMWARE INC CL A1520.70%0.82%0.95%Q1 2016Q3 202217
AEP AMERICAN ELEC PWR CO INC17170.71%0.80%0.93%Q2 2019Q2 202317
LOPE GRAND CANYON ED INC16160.87%1.09%1.30%Q4 2015Q3 201916
NAV NAVISTAR INTL CORP NEW16160.63%1.03%1.38%Q4 2016Q3 202016
FAST FASTENAL CO16160.77%0.91%1.00%Q3 2019Q2 202316
ZTS ZOETIS INC16160.00%0.78%1.15%Q2 2017Q1 202116
SQ SQUARE INC920.04%0.75%1.26%Q1 2019Q3 202316
HUM HUMANA INC16160.01%0.71%1.42%Q3 2019Q2 202316
EOG EOG RES INC640.37%0.68%1.05%Q4 2014Q3 202316
FCX FREEPORT-MCMORAN INC720.08%0.56%1.04%Q2 2016Q3 202316
TXRH TEXAS ROADHOUSE INC15150.89%1.04%1.26%Q3 2016Q1 202015
UNP UNION PAC CORP960.65%0.92%1.46%Q1 2015Q1 202315
ATO ATMOS ENERGY CORP15150.43%0.88%1.21%Q2 2019Q4 202215
NGVT INGEVITY CORP1140.41%0.84%1.09%Q4 2017Q1 202215
KMI KINDER MORGAN INC DEL960.28%0.84%1.22%Q3 2018Q3 202315
CMCSA COMCAST CORP NEW15150.00%0.80%1.03%Q4 2014Q2 201815
MCHP MICROCHIP TECHNOLOGY INC.640.09%0.79%1.07%Q4 2017Q3 202315
UPS UNITED PARCEL SERVICE INC1050.50%0.75%0.91%Q4 2014Q1 202315
PPG PPG INDS INC860.68%1.13%2.00%Q4 2014Q3 202114
LUV SOUTHWEST AIRLS CO640.81%1.12%1.92%Q4 2014Q3 202114
ICE INTERCONTINENTAL EXCHA...14140.83%1.02%1.19%Q4 2017Q1 202114
RHI ROBERT HALF INTL INC860.68%1.00%1.52%Q1 2015Q1 202214
ROK ROCKWELL AUTOMATION INC14140.80%0.97%1.32%Q4 2018Q1 202214
ECL ECOLAB INC14140.82%0.95%1.20%Q1 2019Q2 202214
KLAC KLA-TENCOR CORP860.42%0.94%1.16%Q2 2017Q3 202314
CSX CSX CORP14140.84%0.94%1.21%Q3 2019Q4 202214
LII LENNOX INTL INC860.00%0.93%1.23%Q3 2016Q1 202214
THO THOR INDS INC14140.53%0.88%1.45%Q4 2018Q1 202214
EXP EAGLE MATLS INC14140.56%0.88%1.26%Q4 2018Q1 202214
NSC NORFOLK SOUTHN CORP14140.73%0.86%1.14%Q3 2019Q4 202214
ATVI ACTIVISION BLIZZARD INC640.00%0.83%1.08%Q4 2016Q2 202114
INTU INTUIT14140.00%0.65%0.98%Q4 2016Q1 202014
RPM RPM INTL INC13130.68%1.08%1.34%Q1 2015Q1 201813
CGNX COGNEX CORP910.64%1.02%1.29%Q2 2015Q3 202113
TEL TE CONNECTIVITY LTD REG940.80%1.01%1.19%Q4 2017Q4 202113
KSU KANSAS CITY SOUTHERN760.87%0.98%1.06%Q3 2017Q1 202113
BDX BECTON DICKINSON & CO13130.75%0.92%1.06%Q3 2017Q3 202013
BIO BIO RAD LABS INC13130.78%0.88%1.00%Q2 2020Q2 202313
ILMN ILLUMINA INC760.58%0.82%1.05%Q2 2018Q1 202213
AZO AUTOZONE INC13130.43%0.78%0.99%Q2 2020Q2 202313
DXCM DEXCOM INC940.00%0.73%1.46%Q3 2018Q3 202313
CMG CHIPOTLE MEXICAN GRILL...540.34%0.71%1.00%Q4 2014Q3 202313
COP CONOCOPHILLIPS720.36%0.69%1.02%Q4 2014Q3 202313
AAPL APPLE INC930.78%1.49%3.10%Q4 2015Q3 202312
GILD GILEAD SCIENCES INC840.41%1.18%1.76%Q4 2014Q3 202312
TDC TERADATA CORP DEL840.86%1.13%1.50%Q4 2014Q3 201912
VFC V F CORP12120.74%1.02%1.34%Q4 2017Q3 202012
CE CELANESE CORP DEL12120.11%1.00%1.24%Q1 2017Q4 201912
INGR INGREDION INC930.08%0.96%1.61%Q4 2014Q3 202012
MTN VAIL RESORTS INC840.72%0.93%1.17%Q2 2018Q4 202212
ROST ROSS STORES INC420.51%0.92%1.95%Q4 2014Q3 202312
LOW LOWES COS INC12120.51%0.83%1.11%Q2 2015Q1 201812
SCI SERVICE CORP INTL12120.15%0.72%0.84%Q4 2020Q3 202312
TSCO TRACTOR SUPPLY CO750.08%0.63%0.94%Q1 2016Q3 202312
TTWO TAKE-TWO INTERACTIVE S...1020.06%0.61%0.91%Q4 2017Q2 202212
TTD THE TRADE DESK INC COM840.01%0.58%1.06%Q1 2020Q3 202312
TJX TJX COS INC NEW11110.98%1.32%1.93%Q4 2014Q2 201711
REGN REGENERON PHARMACEUTICALS530.75%1.24%1.89%Q4 2014Q2 202311
PEP PEPSICO INC650.66%1.15%1.62%Q3 2015Q3 202311
DPS DR PEPPER SNAPPLE GROU...11110.67%1.13%1.59%Q3 2015Q1 201811
TNDM TANDEM DIABETES CARE INC11110.81%1.07%1.25%Q3 2018Q1 202111
BURL BURLINGTON STORES INC740.11%0.95%1.40%Q1 2017Q1 202211
LIN LINDE PLC11110.86%0.93%1.20%Q2 2020Q4 202211
ATHM AUTOHOME INC SP ADS RP910.61%0.92%1.45%Q2 2015Q1 202111
HLT HILTON WORLDWIDE HLDGS...740.37%0.70%0.97%Q4 2020Q3 202311
BJ BJS WHSL CLUB HLDGS INC11110.12%0.70%0.92%Q1 2021Q3 202311
DVN DEVON ENERGY CORP NEW650.42%0.70%0.89%Q2 2016Q3 202311
MCK MCKESSON CORP740.30%0.67%0.89%Q4 2017Q3 202311
BLL BALL CORP10100.89%1.15%1.36%Q4 2014Q1 201710
TFX TELEFLEX INC10100.91%1.08%1.20%Q2 2016Q3 201810
STZ CONSTELLATION BRANDS INC730.70%1.03%1.62%Q1 2015Q4 201910
MRC MRC GLOBAL INC10100.88%1.01%1.12%Q4 2016Q1 201910
MLCO MELCO RESORTS AND ENTM...10100.83%1.00%1.21%Q4 2017Q1 202010
MMM 3M CO550.73%0.95%1.19%Q1 2016Q3 202010
HEI HEICO CORP NEW820.00%0.95%1.39%Q4 2015Q2 201810
TWTR TWITTER INC10100.75%0.88%1.21%Q4 2017Q1 202010
ZEN ZENDESK INC520.45%0.87%1.08%Q2 2018Q3 202210
RGEN REPLIGEN CORP510.16%0.84%1.21%Q3 2018Q4 202110
SHW SHERWIN WILLIAMS CO10100.75%0.84%0.90%Q4 2015Q1 201810
EWBC EAST WEST BANCORP INC10100.15%0.74%1.30%Q2 2021Q3 202310
FFIN FIRST FINL BANKSHARES INC10100.14%0.73%1.25%Q2 2021Q3 202310
CCL CARNIVAL CORP820.47%0.72%0.87%Q2 2017Q3 202010
MKTX MARKETAXESS HLDGS INC550.00%0.63%1.06%Q1 2019Q4 202110
OXY OCCIDENTAL PETE CORP DEL640.36%0.52%0.84%Q4 2014Q3 202310
AOS SMITH A O990.97%1.31%1.58%Q1 2015Q1 20179
OAK OAKTREE CAP GROUP LLC ...990.99%1.05%1.10%Q2 2017Q2 20199
PAYX PAYCHEX INC630.80%1.04%1.52%Q3 2016Q3 20239
FTI TECHNIPFMC PLC990.90%1.01%1.18%Q1 2017Q1 20199
ALLE ALLEGION PUB LTD CO990.85%1.00%1.28%Q1 2019Q1 20219
CHTR CHARTER COMMUNICATIONS...990.82%0.98%1.22%Q3 2019Q3 20219
OMC OMNICOM GROUP INC630.41%0.93%1.23%Q1 2016Q2 20239
SPOT SPOTIFY TECHNOLOGY S A990.58%0.88%1.09%Q1 2019Q1 20219
ABEV AMBEV SA SPONSORED990.13%0.87%1.22%Q3 2018Q3 20209
BHC BAUSCH HEALTH COS INC990.06%0.86%1.44%Q3 2018Q3 20209
MXIM MAXIM INTEGRATED PRODS...990.10%0.84%1.20%Q4 2017Q4 20199
BMY BRISTOL MYERS SQUIBB CO990.67%0.80%0.88%Q4 2016Q4 20189
ABC CENCORA INC630.32%0.78%0.96%Q4 2014Q3 20239
VRSK VERISK ANALYTICS INC990.00%0.76%1.15%Q1 2019Q1 20219
SBUX STARBUCKS CORP540.44%0.71%0.98%Q2 2016Q3 20239
PWR QUANTA SVCS INC630.42%0.71%1.09%Q4 2016Q3 20239
SE SEA LTD540.03%0.61%0.91%Q1 2021Q3 20239
DPZ DOMINOS PIZZA INC881.13%1.42%1.82%Q4 2014Q3 20168
KMB KIMBERLY CLARK CORP711.08%1.34%1.55%Q1 2015Q4 20178
CNC CENTENE CORP DEL531.00%1.32%2.00%Q4 2014Q3 20188
RHT RED HAT INC880.89%1.15%1.34%Q2 2015Q1 20178
DLX DELUXE CORP881.00%1.14%1.24%Q2 2015Q1 20178
CVS CVS HEALTH CORP530.83%1.11%1.52%Q1 2015Q3 20228
DATA TABLEAU SOFTWARE INC880.95%1.09%1.29%Q3 2017Q2 20198
NDSN NORDSON CORP880.97%1.04%1.17%Q4 2016Q3 20188
CVLT COMMVAULT SYSTEMS INC880.91%1.04%1.18%Q4 2016Q3 20188
CREE CREE INC710.75%0.98%1.14%Q2 2018Q1 20218
LEA LEAR CORP610.86%0.97%1.36%Q1 2015Q3 20218
DGX QUEST DIAGNOSTICS INC880.11%0.94%1.29%Q1 2017Q4 20188
FICO FAIR ISAAC CORP710.82%0.93%1.15%Q2 2019Q3 20218
CERN CERNER CORP880.74%0.90%1.01%Q2 2017Q1 20198
A AGILENT TECHNOLOGIES INC880.15%0.89%1.32%Q4 2021Q3 20238
DG DOLLAR GEN CORP NEW880.00%0.85%1.27%Q4 2018Q3 20208
JWN NORDSTROM INC880.59%0.83%1.00%Q4 2016Q3 20188
MIDD MIDDLEBY CORP880.62%0.81%0.95%Q2 2020Q1 20228
AET AETNA INC NEW530.32%0.81%1.12%Q4 2014Q3 20188
ZION ZIONS BANCORPORATION N A880.67%0.80%1.27%Q2 2021Q1 20238
COH COACH INC880.51%0.77%0.98%Q2 2015Q1 20178
OC OWENS CORNING NEW880.70%0.77%0.87%Q2 2020Q1 20228
KEYS KEYSIGHT TECHNOLOGIES INC880.45%0.70%0.91%Q4 2021Q3 20238
PINS PINTEREST INC440.36%0.62%0.98%Q1 2021Q3 20238
MCO MOODYS CORP771.18%1.43%1.70%Q4 2014Q2 20167
NJR NEW JERSEY RES771.20%1.33%1.56%Q4 2014Q2 20167
SWKS SKYWORKS SOLUTIONS INC430.20%1.10%2.32%Q4 2014Q3 20187
WFC WELLS FARGO CO NEW770.87%1.09%1.53%Q1 2022Q3 20237
Q * QUINTILES TRANSNATIO...770.96%1.08%1.16%Q1 2016Q3 20177
HOLX HOLOGIC INC770.95%1.08%1.21%Q4 2015Q2 20177
CNK CINEMARK HOLDINGS INC770.90%1.07%1.23%Q1 2016Q3 20177
LEG LEGGETT & PLATT INC770.98%1.07%1.21%Q1 2016Q3 20177
RL RALPH LAUREN CORP770.88%1.05%1.24%Q3 2017Q1 20197
MO * ALTRIA GROUP INC770.71%0.98%1.32%Q1 2015Q3 20167
NBR NABORS INDUSTRIES LTD610.62%0.97%1.19%Q4 2014Q2 20177
PEN PENUMBRA INC770.69%0.95%1.24%Q2 2019Q4 20207
VNTV VANTIV INC770.86%0.90%1.01%Q2 2016Q4 20177
NTAP NETAPP INC430.70%0.87%1.08%Q4 2016Q4 20227
ESTC ELASTIC N V770.55%0.85%1.12%Q2 2020Q4 20217
DBX DROPBOX INC770.18%0.81%1.01%Q1 2020Q3 20217
NKE NIKE INC520.52%0.79%1.06%Q2 2015Q1 20227
LYV LIVE NATION ENTERTAINM...770.35%0.78%1.32%Q1 2022Q3 20237
DOW DOW CHEM CO770.52%0.70%0.95%Q4 2014Q2 20167
NUE NUCOR CORP520.20%0.69%1.07%Q4 2016Q1 20237
CFR CULLEN FROST BANKERS INC770.05%0.69%1.17%Q1 2022Q3 20237
SLB SCHLUMBERGER LTD430.44%0.67%1.35%Q1 2015Q3 20237
DE DEERE & CO770.44%0.66%0.95%Q1 2022Q3 20237
DLTR DOLLAR TREE INC770.01%0.64%0.99%Q3 2021Q1 20237
DRI DARDEN RESTAURANTS INC770.44%0.63%0.95%Q1 2022Q3 20237
CVX CHEVRON CORP NEW770.56%0.63%0.71%Q2 2018Q4 20197
VEEV VEEVA SYS INC CL A520.01%0.60%1.56%Q4 2014Q4 20217
RS RELIANCE STEEL & ALUMI...770.20%0.52%0.77%Q1 2022Q3 20237
LMT LOCKHEED MARTIN CORP770.17%0.40%0.68%Q1 2022Q3 20237
JBLU * JETBLUE AIRWAYS CORP661.00%1.37%1.82%Q1 2015Q2 20166
FFIV F5 NETWORKS INC420.92%1.35%1.78%Q4 2014Q1 20176
KO COCA COLA CO660.92%1.35%1.66%Q2 2022Q3 20236
MMC MARSH & MCLENNAN COS INC660.91%1.33%1.52%Q2 2022Q3 20236
PEG PUBLIC SVC ENTERPRISE ...661.19%1.32%1.54%Q4 2014Q1 20166
MD MEDNAX INC420.28%1.24%1.85%Q4 2014Q4 20186
HON * HONEYWELL INTL INC661.12%1.22%1.33%Q1 2015Q2 20166
BCR BARD C R INC661.10%1.19%1.37%Q1 2016Q2 20176
TTC TORO CO661.10%1.18%1.28%Q1 2016Q2 20176
YNDX YANDEX N V SHS661.11%1.17%1.30%Q4 2015Q1 20176
FDS FACTSET RESH SYS INC660.92%1.08%1.27%Q4 2015Q1 20176
CHD CHURCH & DWIGHT INC660.97%1.08%1.16%Q3 2017Q4 20186
KORS MICHAEL KORS HLDGS LTD660.93%1.07%1.19%Q3 2017Q4 20186
TRN TRINITY INDS INC660.92%1.06%1.15%Q4 2016Q1 20186
ABNB AIRBNB INC COM660.75%1.05%1.40%Q2 2022Q3 20236
EGN ENERGEN CORP660.94%1.03%1.11%Q1 2016Q2 20176
MRK MERCK & CO INC660.56%1.02%1.40%Q2 2022Q3 20236
SPB SPECTRUM BRANDS HLDGS INC660.80%0.99%1.13%Q2 2016Q3 20176
WAT WATERS CORP420.87%0.99%1.13%Q4 2016Q3 20186
AON AON PLC SHS660.93%0.98%1.10%Q2 2022Q3 20236
KMT KENNAMETAL INC660.87%0.97%1.05%Q1 2016Q2 20176
WAB * WABTEC CORP420.65%0.95%1.40%Q2 2015Q1 20216
EXPE EXPEDIA GROUP INC660.85%0.94%1.06%Q2 2020Q3 20216
LLY LILLY ELI & CO660.87%0.93%0.98%Q2 2022Q3 20236
TEAM ATLASSIAN CORP PLC410.45%0.92%1.29%Q2 2019Q3 20226
BKNG BOOKING HOLDINGS INC660.81%0.90%1.06%Q2 2020Q3 20216
MAR MARRIOTT INTL INC NEW420.81%0.90%1.07%Q4 2015Q3 20216
CPB CAMPBELL SOUP CO660.85%0.89%1.02%Q1 2020Q2 20216
SBNY SIGNATURE BK NEW YORK N Y660.41%0.87%1.49%Q2 2021Q3 20226
WP WORLDPAY INC660.76%0.84%0.98%Q1 2018Q2 20196
TGT TARGET CORP660.75%0.83%0.91%Q4 2017Q1 20196
CAT CATERPILLAR INC DEL510.64%0.82%0.93%Q4 2014Q1 20226
LNG CHENIERE ENERGY INC660.68%0.82%0.92%Q2 2022Q3 20236
PH PARKER HANNIFIN CORP660.73%0.82%0.93%Q4 2016Q1 20186
BA BOEING CO310.65%0.79%0.93%Q4 2014Q3 20176
AEO AMERICAN EAGLE OUTFITT...660.56%0.78%0.92%Q4 2015Q1 20176
WMB WILLIAMS COS INC660.53%0.78%0.95%Q2 2022Q3 20236
WEX WEX INC660.64%0.77%0.98%Q2 2020Q3 20216
CPA COPA HOLDINGS SA660.46%0.73%0.88%Q2 2020Q3 20216
ANSS ANSYS INC510.39%0.72%0.95%Q4 2021Q3 20236
QCOM QUALCOMM INC310.34%0.71%1.03%Q4 2014Q3 20226
BLD TOPBUILD CORP660.51%0.70%0.96%Q4 2020Q1 20226
MKSI MKS INSTRUMENT INC660.08%0.69%1.04%Q4 2017Q1 20196
CPRI CAPRI HOLDINGS LIMITED660.33%0.64%0.81%Q2 2021Q3 20226
SNAP SNAP INC660.01%0.62%1.12%Q2 2020Q3 20216
HES HESS CORP660.42%0.61%0.89%Q2 2022Q3 20236
AYX ALTERYX INC COM660.20%0.58%0.94%Q1 2022Q2 20236
ULTI ULTIMATE SOFTWARE GROU...551.42%1.54%1.77%Q4 2014Q4 20155
ALXN ALEXION PHARMACEUTICAL...551.35%1.50%1.73%Q4 2014Q4 20155
KR KROGER CO551.35%1.49%1.65%Q4 2014Q4 20155
RRD DONNELLEY R R & SONS CO551.08%1.28%1.62%Q4 2014Q4 20155
PNC PNC FINL SVCS GROUP INC550.83%1.20%1.38%Q1 2022Q1 20235
IFF * INTERNATIONAL FLAVOR...551.10%1.20%1.31%Q3 2015Q3 20165
WOOF VCA INC551.10%1.16%1.22%Q1 2016Q1 20175
AVY AVERY DENNISON CORP550.99%1.14%1.30%Q1 2016Q1 20175
BFAM BRIGHT HORIZONS FAM SO...550.94%1.13%1.31%Q1 2016Q1 20175
NFLX NETFLIX INC550.55%1.12%1.65%Q3 2022Q3 20235
ABT ABBOTT LABS550.81%1.11%1.65%Q4 2021Q4 20225
XYL XYLEM INC551.02%1.10%1.23%Q4 2018Q4 20195
SBH SALLY BEAUTY HLDGS INC550.90%1.07%1.28%Q4 2018Q4 20195
TER TERADYNE INC410.89%1.06%1.16%Q2 2017Q4 20215
RACE FERRARI N V550.82%1.05%1.22%Q3 2017Q3 20185
CC CHEMOURS CO550.86%1.04%1.21%Q3 2017Q3 20185
EV EATON VANCE CORP550.94%1.04%1.13%Q4 2017Q4 20185
GE GENERAL ELECTRIC CO550.72%1.03%1.28%Q1 2019Q1 20205
BAM BROOKFIELD ASSET MGMT INC550.75%0.93%1.21%Q3 2019Q3 20205
SWN SOUTHWESTERN ENERGY CO550.74%0.90%0.96%Q1 2016Q1 20175
URI UNITED RENTALS INC550.74%0.89%0.98%Q1 2021Q1 20225
DELL DELL TECHNOLOGIES INC550.75%0.87%0.97%Q1 2021Q1 20225
EXPO EXPONENT INC550.67%0.83%1.02%Q4 2020Q4 20215
CHKP CHECK POINT SOFTWARE T...550.68%0.81%1.06%Q1 2022Q1 20235
CELG CELGENE CORP410.66%0.80%1.00%Q4 2014Q3 20175
LB * L BRANDS INC550.52%0.77%0.95%Q2 2015Q2 20165
ANET ARISTA NETWORKS INC320.00%0.77%1.21%Q2 2017Q3 20185
APA APACHE CORP550.59%0.72%0.78%Q2 2016Q2 20175
CNX CONSOL ENERGY INC550.60%0.72%0.80%Q2 2016Q2 20175
ALK ALASKA AIR GROUP INC320.46%0.71%0.99%Q3 2017Q3 20215
JBHT HUNT J B TRANS SVCS INC550.41%0.70%0.88%Q1 2022Q1 20235
ANTM ELEVANCE HEALTH INC550.42%0.69%0.91%Q2 2022Q2 20235
ONEM 1LIFE HEALTHCARE INC550.48%0.66%1.08%Q4 2020Q4 20215
MOS MOSAIC CO NEW410.21%0.65%1.02%Q1 2016Q4 20225
PANW PALO ALTO NETWORKS INC550.01%0.63%0.92%Q4 2021Q4 20225
MNDY MONDAY COM LTD550.20%0.35%0.49%Q3 2022Q3 20235
HUBS HUBSPOT INC320.00%0.32%0.66%Q4 2021Q3 20235
NEU NEWMARKET CORP441.41%1.54%1.74%Q4 2014Q3 20154
ODFL OLD DOMINION FGHT LINE...441.34%1.51%1.87%Q4 2014Q3 20154
BRCM BROADCOM CORP441.24%1.47%1.86%Q4 2014Q3 20154
DLB DOLBY LABORATORIES INC441.13%1.30%1.54%Q4 2014Q3 20154
NFG NATIONAL FUEL GAS CO N J441.11%1.29%1.44%Q4 2014Q3 20154
ADP AUTOMATIC DATA PROCESS...440.91%1.20%1.42%Q2 2022Q1 20234
EFX EQUIFAX INC441.02%1.12%1.19%Q3 2016Q2 20174
MSM MSC INDL DIRECT INC441.03%1.08%1.13%Q4 2016Q3 20174
GRUB GRUBHUB INC310.88%1.00%1.16%Q2 2018Q3 20194
MAT MATTEL INC440.91%0.96%1.06%Q4 2017Q3 20184
EHC ENCOMPASS HEALTH CORP440.82%0.95%1.01%Q2 2018Q1 20194
NEOG NEOGEN CORP440.86%0.94%1.02%Q2 2018Q1 20194
AZPN ASPEN TECHNOLOGY INC440.61%0.89%1.10%Q1 2020Q4 20204
VRTX VERTEX PHARMACEUTICALS...440.70%0.87%0.93%Q4 2022Q3 20234
WRK WESTROCK CO440.76%0.86%0.91%Q2 2021Q1 20224
SIVB SVB FINANCIAL GROUP440.75%0.86%1.04%Q2 2021Q1 20224
ITW ILLINOIS TOOL WKS INC440.81%0.84%0.86%Q2 2017Q1 20184
NXPI NXP SEMICONDUCTORS N V310.72%0.78%0.82%Q4 2021Q4 20224
GH GUARDANT HEALTH INC440.69%0.78%0.94%Q4 2020Q3 20214
PNFP PINNACLE FINL PARTNERS...440.46%0.76%1.14%Q1 2022Q4 20224
IPG INTERPUBLIC GROUP COS INC310.42%0.73%1.05%Q3 2016Q3 20234
LULU LULULEMON ATHLETICA INC440.47%0.71%1.05%Q4 2022Q3 20234
NYT NEW YORK TIMES CO440.67%0.71%0.75%Q4 2021Q3 20224
KSS KOHLS CORP440.64%0.71%0.78%Q2 2021Q1 20224
PDD PINDUODUO INC440.55%0.71%1.07%Q3 2020Q2 20214
TSLA TESLA INC440.01%0.68%0.96%Q1 2022Q4 20224
GOOGL GOOGLE INC440.50%0.68%0.97%Q4 2014Q3 20154
AAP ADVANCE AUTO PARTS INC440.44%0.67%0.80%Q1 2022Q4 20224
CPRT COPART INC220.44%0.65%0.92%Q4 2020Q3 20234
VLO VALERO ENERGY CORP440.40%0.64%0.86%Q4 2022Q3 20234
LHX L3HARRIS TECHNOLOGIES INC440.43%0.62%0.76%Q1 2022Q4 20224
DIS DISNEY WALT CO440.33%0.62%0.76%Q4 2014Q3 20154
MRVI MARAVAI LIFESCIENCES H...440.42%0.61%0.80%Q4 2021Q3 20224
ENPH ENPHASE ENERGY INC310.08%0.60%0.93%Q4 2021Q3 20234
H HYATT HOTELS CORP COM440.41%0.56%0.76%Q4 2022Q3 20234
ENTG ENTEGRIS INC440.15%0.55%1.01%Q4 2017Q3 20184
APA APA CORPORATION440.39%0.53%0.86%Q4 2022Q3 20234
MRO MARATHON OIL CORP440.39%0.44%0.49%Q4 2022Q3 20234
AEE AMEREN CORP440.03%0.29%0.41%Q4 2022Q3 20234
ABCM ABCAM PLC440.00%0.01%0.01%Q4 2022Q3 20234
LINDE PLC331.36%1.43%1.50%Q1 2023Q3 20233
SABR * SABRE CORP331.17%1.23%1.33%Q1 2016Q3 20163
N * NETSUITE INC331.01%1.18%1.29%Q4 2015Q2 20163
WETF * WISDOMTREE INVTS INC331.06%1.12%1.17%Q4 2015Q2 20163
DAN DANA INC210.69%1.04%1.69%Q4 2014Q3 20213
FTNT FORTINET INC210.58%1.03%1.27%Q2 2015Q3 20233
MUR * MURPHY OIL CORP330.97%1.03%1.12%Q1 2016Q3 20163
HRL HORMEL FOODS CORP330.89%1.02%1.17%Q3 2016Q1 20173
HAS HASBRO INC330.89%1.01%1.08%Q3 2016Q1 20173
DISCA DISCOVERY COMMUNICATNS...330.93%1.00%1.10%Q4 2016Q2 20173
KAR KAR AUCTION SVCS INC330.93%1.00%1.08%Q3 2016Q1 20173
IQ IQIYI INC330.93%0.98%1.03%Q1 2019Q3 20193
PCTY PAYLOCITY HLDG CORP330.83%0.92%0.99%Q1 2023Q3 20233
ZG ZILLOW GROUP INC330.62%0.91%1.12%Q4 2020Q2 20213
AVGO BROADCOM INC210.82%0.89%0.98%Q2 2022Q3 20233
BIIB BIOGEN INC330.77%0.89%1.07%Q1 2020Q3 20203
RF REGIONS FINANCIAL CORP...330.76%0.86%0.97%Q2 2021Q4 20213
GIS * GENERAL MLS INC330.79%0.86%0.93%Q1 2016Q3 20163
WSM * WILLIAMS SONOMA INC330.79%0.86%0.90%Q4 2015Q2 20163
FDX FEDEX CORP330.73%0.85%0.92%Q1 2021Q3 20213
CMI CUMMINS INC330.82%0.85%0.87%Q1 2021Q3 20213
XPO XPO LOGISTICS INC330.75%0.84%0.89%Q1 2021Q3 20213
ORCL ORACLE CORP330.76%0.81%0.85%Q3 2017Q1 20183
AKAM AKAMAI TECHNOLOGIES INC330.46%0.81%1.00%Q1 2020Q3 20203
WAL WESTERN ALLIANCE BANCORP330.63%0.79%1.07%Q1 2022Q3 20223
CLX CLOROX CO DEL330.75%0.77%0.81%Q3 2016Q1 20173
DCI DONALDSON INC330.69%0.77%0.82%Q1 2021Q3 20213
AMCX AMC NETWORKS INC330.41%0.77%1.03%Q3 2018Q1 20193
JNJ JOHNSON & JOHNSON330.75%0.77%0.80%Q3 2016Q1 20173
SANM SANMINA CORPORATION210.00%0.76%1.14%Q2 2017Q1 20183
STX SEAGATE TECHNOLOGY PLC330.71%0.74%0.77%Q4 2016Q2 20173
AMD ADVANCED MICRO DEVICES...210.63%0.72%0.79%Q1 2022Q3 20233
RRC * RANGE RES CORP330.69%0.72%0.74%Q1 2016Q3 20163
SPLK SPLUNK INC210.36%0.72%0.96%Q2 2018Q3 20223
AA ALCOA CORP330.36%0.68%0.84%Q1 2022Q3 20223
BBBY BED BATH & BEYOND INC330.37%0.58%0.88%Q2 2021Q4 20213
NIO NIO INC330.18%0.53%0.80%Q1 2021Q3 20213
FIS FIDELITY NATL INFORMAT...330.00%0.00%0.00%Q3 2019Q1 20203
GOOG ALPHABET INC CAP STK222.06%2.08%2.10%Q2 2023Q3 20232
BIDU * BAIDU INC221.43%1.50%1.56%Q1 2015Q2 20152
PBI PITNEY BOWES INC221.35%1.48%1.61%Q4 2014Q1 20152
AVGO * AVAGO TECHNOLOGIES LTD221.41%1.45%1.50%Q1 2015Q2 20152
OUTR * OUTERWALL INC221.24%1.29%1.35%Q1 2015Q2 20152
ANF * ABERCROMBIE & FITCH CO221.17%1.25%1.33%Q4 2015Q1 20162
LVGO LIVONGO HEALTH INC220.94%1.25%1.55%Q2 2020Q3 20202
PII * POLARIS INDS INC221.22%1.23%1.24%Q2 2015Q3 20152
QLIK * QLIK TECHNOLOGIES INC221.14%1.17%1.21%Q1 2016Q2 20162
TKR TIMKEN CO220.98%0.99%1.00%Q4 2016Q1 20172
ALGT ALLEGIANT TRAVEL CO220.88%0.94%0.99%Q4 2016Q1 20172
DAL DELTA AIR LINES INC DEL220.85%0.93%1.01%Q2 2021Q3 20212
HPQ HP INC220.77%0.88%0.99%Q4 2018Q1 20192
ROL ROLLINS INC220.85%0.88%0.90%Q2 2023Q3 20232
AME AMETEK INC220.85%0.85%0.85%Q2 2023Q3 20232
CSCO CISCO SYS INC220.78%0.85%0.91%Q2 2020Q3 20202
XOM EXXON MOBIL CORP110.48%0.83%1.17%Q1 2015Q3 20232
EL LAUDER ESTEE COS INC220.76%0.80%0.85%Q4 2021Q1 20222
PCYC PHARMACYCLICS INC220.69%0.79%0.88%Q4 2014Q1 20152
ZBRA ZEBRA TECHNOLOGIES COR...220.74%0.77%0.81%Q4 2021Q1 20222
ALGN ALIGN TECHNOLOGY INC220.74%0.77%0.80%Q4 2021Q1 20222
F FORD MTR CO DEL220.69%0.77%0.85%Q1 2022Q2 20222
IP INTL PAPER CO220.72%0.76%0.81%Q4 2016Q1 20172
WST WEST PHARMACEUTICAL SV...220.51%0.70%0.89%Q2 2023Q3 20232
HXL HEXCEL CORP NEW220.61%0.69%0.77%Q2 2020Q3 20202
NOVT NOVANTA INC220.67%0.68%0.69%Q4 2021Q1 20222
PXD PIONEER NAT RES CO220.55%0.67%0.78%Q2 2022Q3 20222
ISRG INTUITIVE SURGICAL INC110.50%0.67%0.84%Q4 2021Q3 20232
NET CLOUDFLARE INC CL A220.52%0.66%0.79%Q3 2021Q4 20212
TDOC TELADOC HEALTH INC220.51%0.63%0.74%Q4 2020Q1 20212
OKTA OKTA INC110.40%0.60%0.80%Q4 2021Q3 20222
AGN ALLERGAN PLC220.26%0.49%0.73%Q3 2018Q4 20182
EXAS EXACT SCIENCES CORP220.45%0.46%0.47%Q2 2023Q3 20232
TDG TRANSDIGM GROUP INC220.45%0.46%0.46%Q2 2023Q3 20232
HCA HCA HEALTHCARE INC220.43%0.44%0.45%Q2 2023Q3 20232
PCG PG&E CORP220.39%0.42%0.44%Q2 2023Q3 20232
ADSK AUTODESK INC220.33%0.41%0.49%Q3 2022Q4 20222
BOX BOX INC220.01%0.35%0.70%Q4 2022Q1 20232
CPNG COUPANG INC220.16%0.32%0.49%Q3 2022Q4 20222
NOC NORTHROP GRUMMAN CORP220.18%0.29%0.40%Q3 2022Q4 20222
FRESHWORKS INC CLASS A220.20%0.22%0.24%Q3 2022Q4 20222
NEE NEXTERA ENERGY INC220.01%0.21%0.41%Q4 2022Q1 20232
WB WEIBO CORP220.07%0.08%0.08%Q4 2017Q1 20182
MAS MASCO CORP111.88%1.88%1.88%Q4 2014Q4 20141
APOL APOLLO ED GROUP INC111.87%1.87%1.87%Q4 2014Q4 20141
HSY HERSHEY CO111.74%1.74%1.74%Q4 2014Q4 20141
DECK DECKERS OUTDOOR CORP111.73%1.73%1.73%Q4 2014Q4 20141
VIPS VIPSHOP HLDGS LTD111.58%1.58%1.58%Q4 2014Q4 20141
CTXS CITRIX SYS INC111.54%1.54%1.54%Q4 2014Q4 20141
BITA BITAUTO HLDGS LTD111.52%1.52%1.52%Q4 2014Q4 20141
PFPT * PROOFPOINT INC111.38%1.38%1.38%Q4 2015Q4 20151
JPM JPMORGAN CHASE & CO111.27%1.27%1.27%Q3 2023Q3 20231
LNKD * LINKEDIN CORP COM111.25%1.25%1.25%Q4 2015Q4 20151
FWONK LIBERTY MEDIA CORP DEL111.16%1.16%1.16%Q2 2023Q2 20231
SNI SCRIPPS NETWORKS INTER...111.14%1.14%1.14%Q2 2017Q2 20171
WWD WOODWARD INC111.08%1.08%1.08%Q2 2017Q2 20171
SVU * SUPERVALU INC111.07%1.07%1.07%Q1 2016Q1 20161
FTI FMC TECHNOLOGIES INC110.97%0.97%0.97%Q4 2016Q4 20161
LIBERTY MEDIA CORP DEL110.95%0.95%0.95%Q3 2023Q3 20231
BSX BOSTON SCIENTIFIC CORP110.92%0.92%0.92%Q3 2023Q3 20231
BBY BEST BUY INC110.90%0.90%0.90%Q2 2017Q2 20171
PAYC PAYCOM SOFTWARE INC110.88%0.88%0.88%Q2 2018Q2 20181
BAH BOOZ ALLEN HAMILTON HL...110.85%0.85%0.85%Q3 2023Q3 20231
MDB MONGODB INC110.80%0.80%0.80%Q4 2021Q4 20211
GENERAL ELECTRIC CO110.78%0.78%0.78%Q3 2023Q3 20231
DDOG DATADOG INC CL A110.78%0.78%0.78%Q4 2021Q4 20211
SNOW SNOWFLAKE INC110.74%0.74%0.74%Q4 2021Q4 20211
ZI ZOOMINFO TECHNOLOGIES ...110.73%0.73%0.73%Q4 2021Q4 20211
NOV * NATIONAL OILWELL VAR...110.66%0.66%0.66%Q1 2016Q1 20161
XEC CIMAREX ENERGY CO110.66%0.66%0.66%Q4 2014Q4 20141
U UNITY SOFTWARE INC110.64%0.64%0.64%Q4 2021Q4 20211
AFRM AFFIRM HLDGS INC COM110.63%0.63%0.63%Q4 2021Q4 20211
SM SM ENERGY CO110.59%0.59%0.59%Q4 2014Q4 20141
PTEN PATTERSON UTI ENERGY INC110.58%0.58%0.58%Q4 2014Q4 20141
SPNV SUPERIOR ENERGY SVCS INC110.58%0.58%0.58%Q4 2014Q4 20141
TWST TWIST BIOSCIENCE CORP110.58%0.58%0.58%Q4 2021Q4 20211
PLTR PALANTIR TECHNOLOGIES INC110.41%0.41%0.41%Q3 2022Q3 20221
DOCU DOCUSIGN INC110.40%0.40%0.40%Q3 2022Q3 20221
TWLO TWILIO INC110.37%0.37%0.37%Q3 2022Q3 20221
ZM ZOOM VIDEO COMMUNICATI...110.32%0.32%0.32%Q3 2022Q3 20221
TXG 10X GENOMICS INC CL A110.28%0.28%0.28%Q3 2022Q3 20221
AI C3 AI INC110.26%0.26%0.26%Q3 2022Q3 20221
PATH UIPATH INC110.25%0.25%0.25%Q3 2022Q3 20221
OLO OLO INC110.20%0.20%0.20%Q3 2022Q3 20221
XM QUALTRICS INTL INC COM110.03%0.03%0.03%Q3 2022Q3 20221
LIBERTY MEDIA CORP DEL110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including UNITEDHEALTH GROUP INC, SYNOPSYS INC, and MICROSOFT CORP, are the highest-conviction holdings of Ardevora Asset Management LLP.

The conviction is calculated by counting the number of quarters a security has been reported by Ardevora Asset Management LLP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Ardevora Asset Management LLP owns currently or has owned in the past.