$4.09 Billion is the total value of Ardevora Asset Management LLP's 106 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TEAM | New | ATLASSIAN CORP PLCcl a | $42,575,000 | – | 325,400 | +100.0% | 1.04% | – |
| PEN | New | PENUMBRA INC | $36,096,000 | – | 225,600 | +100.0% | 0.88% | – |
| IDXX | New | IDEXX LABS INC | $34,994,000 | – | 127,100 | +100.0% | 0.86% | – |
| MSCI | New | MSCI INC | $34,219,000 | – | 143,300 | +100.0% | 0.84% | – |
| FICO | New | FAIR ISAAC CORP | $33,443,000 | – | 106,500 | +100.0% | 0.82% | – |
| ATO | New | ATMOS ENERGY CORP | $33,104,000 | – | 313,600 | +100.0% | 0.81% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $30,346,000 | – | 344,800 | +100.0% | 0.74% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-01
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.