HoldingsChannel.com
Ardevora Asset Management LLP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
HENRY JACK & ASSOC INC 319,779 -25,100 $49,642
     JKHY319,779-25,100$49,642
MSCI INC 171,100 +170,700 $49,441
     MSCI171,100+170,700$49,441
ATLASSIAN CORP PLC 355,000 -47,300 $48,727
     TEAM355,000-47,300$48,727
DEXCOM INC 180,544 -116,556 $48,615
     DXCM180,544-116,556$48,615
DOLLAR GEN CORP NEW 317,006 -16,812 $47,871
     DG317,006-16,812$47,871
ONE GAS INC 571,978 -27,022 $47,829
     OGS571,978-27,022$47,829
HUMANA INC 150,270 -22,430 $47,188
     HUM150,270-22,430$47,188
PENUMBRA INC 290,800 +18,100 $46,915
     PEN290,800+18,100$46,915
AMERICAN WTR WKS CO INC NEW 389,505 -55,600 $46,569
     AWK389,505-55,600$46,569
REPLIGEN CORP 473,433 +473,433 $45,705
     RGEN473,433+473,433$45,705
ATMOS ENERGY CORP 459,200 +73,300 $45,566
     ATO459,200+73,300$45,566
CADENCE DESIGN SYSTEM INC 683,400 +682,000 $45,132
     CDNS683,400+682,000$45,132
METTLER TOLEDO INTERNATIONAL 65,331 +65,331 $45,112
     MTD65,331+65,331$45,112
NASDAQ INC 468,126 -27,600 $44,449
     NDAQ468,126-27,600$44,449
INTERCONTINENTAL EXCHANGE IN (ICE) 545,431 -272 $44,044
     ICE545,431-272$44,044
VERISK ANALYTICS INC 311,587 +310,987 $43,429
     VRSK311,587+310,987$43,429
PROCTER & GAMBLE CO 393,800 +393,800 $43,318
     PG393,800+393,800$43,318
FAIR ISAAC CORP 140,763 +140,763 $43,311
     FICO140,763+140,763$43,311
ZOETIS INC 367,900 +367,200 $43,298
     ZTS367,900+367,200$43,298
TANDEM DIABETES CARE INC 672,036 -203,300 $43,246
     TNDM672,036-203,300$43,246
SYNOPSYS INC 334,741 +334,100 $43,111
     SNPS334,741+334,100$43,111
MONDELEZ INTL INC 851,500 +851,500 $42,643
     MDLZ851,500+851,500$42,643
STRYKER CORP 253,264 -4,200 $42,166
     SYK253,264-4,200$42,166
AUTOHOME INC SP ADR RP 589,489 -10,400 $41,866
     ATHM589,489-10,400$41,866
ROPER TECHNOLOGIES INC 134,098 -14,510 $41,813
     ROP134,098-14,510$41,813
INGREDION INC 552,576 -55,924 $41,719
     INGR552,576-55,924$41,719
VISA INC COM 257,368 -23,500 $41,467
     V257,368-23,500$41,467
ASPEN TECHNOLOGY INC 434,508 +434,508 $41,309
     AZPN434,508+434,508$41,309
ROCKWELL AUTOMATION INC 272,200 -16,700 $41,078
     ROK272,200-16,700$41,078
ACTIVISION BLIZZARD INC 684,300 +684,300 $40,702
     ATVI684,300+684,300$40,702
BROADRIDGE FINL SOLUTIONS IN 427,480 -7,367 $40,538
     BR427,480-7,367$40,538
BIOGEN INC 128,000 +128,000 $40,497
     BIIB128,000+128,000$40,497
REPUBLIC SVCS INC 537,664 -37,200 $40,357
     RSG537,664-37,200$40,357
BECTON DICKINSON & CO 174,500 +2,000 $40,095
     BDX174,500+2,000$40,095
EAGLE MATERIALS INC 685,600 +116,600 $40,053
     EXP685,600+116,600$40,053
FORTIVE CORP 725,681 +18,956 $40,050
     FTV725,681+18,956$40,050
AMAZON COM INC 20,515 -3,802 $39,999
     AMZN20,515-3,802$39,999
ELECTRONIC ARTS INC 399,052 -30,400 $39,973
     EA399,052-30,400$39,973
ECOLAB INC 256,400 -13,400 $39,955
     ECL256,400-13,400$39,955
COGNEX CORP 941,630 -21,870 $39,756
     CGNX941,630-21,870$39,756
APPLIED MATLS INC 863,300 -1,700 $39,556
     AMAT863,300-1,700$39,556
ZENDESK INC 613,927 +613,927 $39,297
     ZEN613,927+613,927$39,297
MICROSOFT CORP 246,613 -44,200 $38,893
     MSFT246,613-44,200$38,893
IDEXX LABS INC 159,100 -7,000 $38,540
     IDXX159,100-7,000$38,540
YUM BRANDS INC 562,033 +562,033 $38,516
     YUM562,033+562,033$38,516
WASTE MGMT INC DEL 414,800 +414,800 $38,394
     WM414,800+414,800$38,394
CAMPBELL SOUP CO 830,600 +830,600 $38,340
     CPB830,600+830,600$38,340
MERCADOLIBRE INC 78,403 +78,203 $38,306
     MELI78,403+78,203$38,306
AMPHENOL CORP NEW 523,750 +11,102 $38,171
     APH523,750+11,102$38,171
BROOKFIELD ASSET MGMT INC 858,493 -70,965 $37,988
     BAM858,493-70,965$37,988

See Full List: All Stocks Held By Ardevora Asset Management LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ardevora Asset Management LLP

Size ($ in 1000's)
At 03/31/2020: $3,772,239
At 12/31/2019: $4,450,923

Ardevora Asset Management LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ardevora Asset Management LLP 13F filings. Link to 13F filings: SEC filings

Ardevora Asset Management LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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