$3.35 Billion is the total value of Ardevora Asset Management LLP's 117 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WP | New | WORLDPAY INCcl a | $32,925,000 | – | 400,356 | +100.0% | 0.98% | – |
| ANET | New | ARISTA NETWORKS INC | $19,000 | – | 73 | +100.0% | 0.00% | – |
| NVDA | New | NVIDIA CORP | $21,000 | – | 89 | +100.0% | 0.00% | – |
| MPWR | New | MONOLITHIC PWR SYS INC | $21,000 | – | 178 | +100.0% | 0.00% | – |
| SANM | New | SANMINA CORPORATION | $18,000 | – | 700 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $21,000 | – | 101 | +100.0% | 0.00% | – |
| IPGP | New | IPG PHOTONICS CORP | $21,000 | – | 88 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEW | $35,000 | – | 400 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $20,000 | – | 166 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $19,000 | – | 279 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $20,000 | – | 360 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC | 35 | Q2 2023 | 1.7% |
| SYNOPSYS INC | 34 | Q3 2023 | 1.4% |
| MICROSOFT CORP | 33 | Q3 2023 | 3.1% |
| AMPHENOL CORP NEW | 32 | Q3 2023 | 1.5% |
| META PLATFORMS INC | 32 | Q3 2023 | 2.0% |
| ROPER TECHNOLOGIES INC | 31 | Q3 2023 | 1.7% |
| ELECTRONIC ARTS INC | 31 | Q3 2022 | 2.1% |
| VISA INC COM | 31 | Q3 2023 | 2.0% |
| ACCENTURE PLC IRELAND SHS | 30 | Q2 2023 | 1.5% |
| HOME DEPOT INC | 30 | Q1 2022 | 1.1% |
View Ardevora Asset Management LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-01-31 |
| 13F-HR | 2021-10-15 |
View Ardevora Asset Management LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.