$4.13 Million is the total value of Ardevora Asset Management LLP's 117 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SYNOPSYS INC | 35 | Q4 2023 | 1.4% |
| UNITEDHEALTH GROUP INC | 35 | Q2 2023 | 1.7% |
| MICROSOFT CORP | 34 | Q4 2023 | 3.1% |
| AMPHENOL CORP NEW | 33 | Q4 2023 | 1.5% |
| META PLATFORMS INC | 33 | Q4 2023 | 2.1% |
| ROPER TECHNOLOGIES INC | 32 | Q4 2023 | 1.7% |
| VISA INC COM | 32 | Q4 2023 | 2.0% |
| ELECTRONIC ARTS INC | 31 | Q3 2022 | 2.1% |
| REPUBLIC SVCS INC | 30 | Q4 2023 | 1.2% |
| ACCENTURE PLC IRELAND SHS | 30 | Q2 2023 | 1.5% |
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.