HoldingsChannel.com
Ardevora Asset Management LLP Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 280,635 +107,100 $60,533
     BABA280,635+107,100$60,533
TANDEM DIABETES CARE INC 588,037 -83,999 $58,169
     TNDM588,037-83,999$58,169
SPOTIFY TECHNOLOGY S A 215,231 -82,869 $55,570
     SPOT215,231-82,869$55,570
ELECTRONIC ARTS INC 402,303 +3,251 $53,124
     EA402,303+3,251$53,124
SNAP INC 2,260,615 +2,260,615 $53,102
     SNAP2,260,615+2,260,615$53,102
ACTIVISION BLIZZARD INC 678,500 -5,800 $51,498
     ATVI678,500-5,800$51,498
AMAZON COM INC 18,653 -1,862 $51,460
     AMZN18,653-1,862$51,460
SALESFORCE COM INC 274,498 +43,865 $51,422
     CRM274,498+43,865$51,422
AKAMAI TECHNOLOGIES INC 479,808 +290,614 $51,383
     AKAM479,808+290,614$51,383
ACCENTURE PLC IRELAND SHS 238,302 +28,506 $51,168
     ACN238,302+28,506$51,168
LAM RESEARCH CORP 157,862 +20,454 $51,062
     LRCX157,862+20,454$51,062
SYNOPSYS INC 261,806 -72,935 $51,052
     SNPS261,806-72,935$51,052
ZENDESK INC 571,731 -42,196 $50,615
     ZEN571,731-42,196$50,615
COGNEX CORP 845,686 -95,944 $50,504
     CGNX845,686-95,944$50,504
APPLIED MATLS INC 831,321 -31,979 $50,253
     AMAT831,321-31,979$50,253
HENRY JACK & ASSOC INC 272,557 -47,222 $50,159
     JKHY272,557-47,222$50,159
CADENCE DESIGN SYSTEM INC 522,286 -161,114 $50,119
     CDNS522,286-161,114$50,119
WORKDAY INC 267,502 -14,212 $50,119
     WDAY267,502-14,212$50,119
MERCADOLIBRE INC 50,629 -27,774 $49,909
     MELI50,629-27,774$49,909
PENUMBRA INC 277,870 -12,930 $49,689
     PEN277,870-12,930$49,689
BROADRIDGE FINL SOLUTIONS IN 390,187 -37,293 $49,238
     BR390,187-37,293$49,238
ELASTIC N V 533,805 +533,805 $49,222
     ESTC533,805+533,805$49,222
VERISK ANALYTICS INC 289,193 -22,394 $49,221
     VRSK289,193-22,394$49,221
FASTENAL CO 1,148,649 +29,249 $49,208
     FAST1,148,649+29,249$49,208
BECTON DICKINSON & CO 203,824 +29,324 $48,769
     BDX203,824+29,324$48,769
NASDAQ INC 404,712 -63,414 $48,351
     NDAQ404,712-63,414$48,351
LIVONGO HEALTH INC 641,759 +641,759 $48,254
     LVGO641,759+641,759$48,254
FORTIVE CORP 712,078 -13,603 $48,179
     FTV712,078-13,603$48,179
HUMANA INC 123,757 -26,513 $47,987
     HUM123,757-26,513$47,987
VISA INC COM 248,378 -8,990 $47,979
     V248,378-8,990$47,979
RESMED INC 249,193 +248,493 $47,845
     RMD249,193+248,493$47,845
ZOETIS INC 348,897 -19,003 $47,813
     ZTS348,897-19,003$47,813
HOME DEPOT INC 190,047 +7,376 $47,609
     HD190,047+7,376$47,609
FAIR ISAAC CORP 113,814 -26,949 $47,579
     FICO113,814-26,949$47,579
ALPHABET INC CAP STK 33,522 +4,779 $47,536
     GOOGL33,522+4,779$47,536
AMERICAN WTR WKS CO INC NEW 369,333 -20,172 $47,518
     AWK369,333-20,172$47,518
BAXTER INTL INC 551,436 +88,840 $47,479
     BAX551,436+88,840$47,479
FACEBOOK INC 208,842 -2,358 $47,422
     FB208,842-2,358$47,422
BIO RAD LABS INC 104,857 +104,857 $47,342
     BIO104,857+104,857$47,342
NAVISTAR INTL CORP NEW 1,678,140 +231,153 $47,324
     NAV1,678,140+231,153$47,324
PROCTER AND GAMBLE CO 393,779 -21 $47,084
     PG393,779-21$47,084
ROCKWELL AUTOMATION INC 220,966 -51,234 $47,066
     ROK220,966-51,234$47,066
METTLER TOLEDO INTERNATIONAL 58,426 -6,905 $47,065
     MTD58,426-6,905$47,065
ATMOS ENERGY CORP 471,017 +11,817 $46,904
     ATO471,017+11,817$46,904
MONDELEZ INTL INC 916,586 +65,086 $46,865
     MDLZ916,586+65,086$46,865
ROPER TECHNOLOGIES INC 120,383 -13,715 $46,740
     ROP120,383-13,715$46,740
WASTE MGMT INC DEL 441,221 +26,421 $46,730
     WM441,221+26,421$46,730
MASTERCARD INCORPORATED 157,713 +25,755 $46,636
     MA157,713+25,755$46,636
AMBEV SA SPONSORED 17,652,402 +2,806,742 $46,602
     ABEV17,652,402+2,806,742$46,602
CISCO SYS INC 998,584 +998,584 $46,574
     CSCO998,584+998,584$46,574

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 06/30/2020: $5,110,552
At 03/31/2020: $3,772,239

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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