Ardevora Asset Management LLP

13F Filings History

Latest 13F report
Q4 2023 - Feb 1, 2024
Value $
$1.12B
Signature - Title
Joe Chick - head of operations
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by Ardevora Asset Management LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ardevora Asset Management LLP reported 96 stock holdings with total value $1.12B as of Q4 2023. Top holdings included NVDA, MSFT, AAPL, AMZN, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 96 $1.12B +$30.3M -$1.15B -$1.12B NVDA, MSFT, AAPL, AMZN, META 13F-HR 2/1/2024, 11:35 AM
Q3 2023 118 $2.04B +$321M -$2.25B -$1.93B AAPL, MSFT, NVDA, AMZN, GOOG 13F-HR 10/25/2023, 10:13 AM
Q2 2023 117 $4.13B +$601M -$2.31B -$1.71B AAPL, MSFT, NVDA, GOOGL, GOOG 13F-HR 7/6/2023, 11:32 AM
Q1 2023 116 $5.57B +$868M -$1.5B -$628M GOOGL, AAPL, NFLX, META, MA 13F-HR 4/20/2023, 09:23 AM
Q4 2022 134 $5.87B +$1.62B -$1.72B -$99.6M GOOGL, AAPL, META, PG, KO 13F-HR 1/12/2023, 11:11 AM
Q3 2022 140 $5.55B +$1.1B -$1.33B -$225M MMC, SYK, RMD, WM, NDAQ 13F-HR 11/4/2022, 10:28 AM
Q2 2022 123 $6.11B +$1.56B -$2.09B -$524M CHKP, SYY, AZO, MDLZ, IQV 13F-HR 7/11/2022, 11:40 AM
Q1 2022 128 $7.68B +$2.3B -$3.35B -$1.05B WFC, SBNY, PNC, EWBC, ZION 13F-HR 4/28/2022, 11:57 AM
Q4 2021 130 $9.39B +$2.76B -$1.83B +$930M ACN, AAPL, YUM, PG, AWK 13F-HR 1/31/2022, 11:00 AM
Q3 2021 126 $7.89B +$850M -$764M +$86M MPWR, EXPE, SIVB, CRM, DAL 13F-HR 10/15/2021, 10:43 AM
Q2 2021 125 $7.94B +$2.14B -$1.22B +$916M NVDA, NKE, META, DBX, MSCI 13F-HR 7/22/2021, 09:32 AM
Q1 2021 129 $6.73B +$1.07B -$1B +$62.7M KSU, AMAT, DBX, ATO, LII 13F-HR 4/22/2021, 11:30 AM
Q4 2020 114 $6.48B +$1.43B -$1.18B +$250M ESTC, ZG, ONEM, AMAT, PDD 13F-HR 1/14/2021, 12:07 PM
Q3 2020 117 $5.45B +$149M -$226M -$77M LVGO, NAV, SQ, CRM, TNDM 13F-HR 11/5/2020, 10:08 AM
Q2 2020 117 $5.11B +$1.3B -$921M +$377M BABA, TNDM, SPOT, EA, SNAP 13F-HR 7/28/2020, 07:54 AM
Q1 2020 107 $3.77B +$1.06B -$1B +$58.8M JKHY, MSCI, TEAM, DXCM, DG 13F-HR 4/28/2020, 11:14 AM
Q4 2019 102 $4.45B +$775M -$208M +$567M DXCM, THO, BHC, HUM, VFC 13F-HR 2/5/2020, 10:49 AM
Q3 2019 108 $3.59B +$551M -$998M -$448M THO, APH, OGS, DG, ALLE 13F-HR 10/25/2019, 01:33 PM
Q2 2019 106 $4.09B +$530M -$459M +$71.4M DATA, GRUB, RGEN, DXCM, MPWR 13F-HR 8/1/2019, 09:18 AM
Q1 2019 111 $3.83B +$593M -$675M -$81.4M MELI, ATHM, TNDM, OAK, CDNS 13F-HR 4/24/2019, 10:57 AM
Q4 2018 106 $3.34B +$900M -$753M +$147M TNDM, WDAY, TDC, DATA, RMD 13F-HR 1/31/2019, 10:39 AM
Q3 2018 117 $3.6B +$290M -$433M -$143M EW, IQV, SWKS, EOG, NGVT 13F-HR 10/30/2018, 12:13 PM
Q2 2018 120 $3.56B +$937M -$899M +$37.3M CHD, AWK, MRC, EOG, NAV 13F-HR 7/30/2018, 11:55 AM
Q1 2018 117 $3.35B +$61.1M -$79.4M -$18.3M NOW, BR, BURL, EW, MSCI 13F-HR 5/8/2018, 11:48 AM
Q4 2017 108 $3.33B +$758M -$981M -$223M BURL, NOW, NAV, MMP, KORS 13F-HR 2/12/2018, 12:31 PM
Q3 2017 99 $3.34B +$905M -$931M -$25.4M NAV, CNC, MELI, LOPE, BURL 13F-HR 11/6/2017, 12:28 PM
Q2 2017 97 $3.17B +$1.01B -$910M +$97.9M BABA, BCR, MELI, NTES, DGX 13F-HR 7/17/2017, 11:17 AM
Q1 2017 111 $3.03B +$124M -$77.6M +$46.4M IDXX, CGNX, LOPE, NTES, WOOF 13F-HR 5/5/2017, 09:41 AM
Q4 2016 109 $2.79B +$658M -$620M +$38.6M NVDA, NBR, YNDX, CTAS, DPS 13F-HR 2/10/2017, 12:05 PM
Q3 2016 100 $2.72B +$649M -$433M +$216M NVDA, SABR, MPWR, AOS, EA 13F-HR 11/14/2016, 10:41 AM
Q2 2016 93 $2.4B +$417M -$170M +$247M AOS, BR, KMB, NTES, CTAS 13F-HR 8/8/2016, 10:34 AM
Q1 2016 92 $2.05B +$837M -$333M +$504M PPG, NVDA, CTAS, SNPS, BR 13F-HR 5/12/2016, 09:45 AM
Q4 2015 81 $1.51B +$948M -$166M +$782M KR, ALXN, KMB, IDXX, IPGP 13F-HR 2/4/2016, 07:34 AM
Q3 2015 84 $688M +$196M -$64.9M +$131M JBLU, IDXX, STZ, COST, ULTI 13F-HR 10/13/2015, 08:45 AM
Q2 2015 91 $576M +$114M -$62.1M +$52.1M ATHM, CTAS, JBLU, ALXN, BIDU 13F-HR 8/12/2015, 11:04 AM
Q1 2015 82 $528M +$190M -$143M +$46.6M EA, NTES, CNC, AOS, BR 13F-HR 5/12/2015, 10:37 AM
Q4 2014 74 $460M $0 $0 SWKS, EA, CNC, PPG, NOW 13F-HR 2/12/2015, 06:41 AM