HoldingsChannel.com
Ardevora Asset Management LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
TABLEAU SOFTWARE INC 311,838 +26,700 $51,771
     DATA311,838+26,700$51,771
GRUBHUB INC 609,900 +126,200 $47,566
     GRUB609,900+126,200$47,566
REPLIGEN CORP 552,877 -42,100 $47,520
     RGEN552,877-42,100$47,520
DEXCOM INC 312,700 +73,900 $46,855
     DXCM312,700+73,900$46,855
MONOLITHIC PWR SYS INC 333,780 +62,000 $45,321
     MPWR333,780+62,000$45,321
IQVIA HLDGS INC 280,822 +8,700 $45,184
     IQV280,822+8,700$45,184
BAUSCH HEALTH COS INC 1,788,520 +343,900 $45,106
     BHC1,788,520+343,900$45,106
XILINX INC 380,826 +81,300 $44,907
     XLNX380,826+81,300$44,907
MAXIM INTEGRATED PRODS INC 740,578 +94,400 $44,301
     MXIM740,578+94,400$44,301
CADENCE DESIGN SYSTEM INC 624,064 -28,600 $44,190
     CDNS624,064-28,600$44,190
STRYKER CORP 213,564 +18,900 $43,904
     SYK213,564+18,900$43,904
VISA INC COM 252,730 +5,030 $43,861
     V252,730+5,030$43,861
GENERAL ELECTRIC CO 4,173,300 +666,800 $43,820
     GE4,173,300+666,800$43,820
SYNOPSYS INC 337,971 -13,900 $43,493
     SNPS337,971-13,900$43,493
MARKETAXESS HLDGS INC 134,565 -18,700 $43,252
     MKTX134,565-18,700$43,252
MELCO RESORTS AND ENTMT LTD 1,989,526 +295,000 $43,213
     MLCO1,989,526+295,000$43,213
ALLEGION PUB LTD CO 390,000 +6,400 $43,115
     ALLE390,000+6,400$43,115
ECOLAB INC 218,300 +600 $43,101
     ECL218,300+600$43,101
AMBEV SA SPONSORED 9,221,377 +216,600 $43,064
     ABEV9,221,377+216,600$43,064
RESMED INC 352,700 -18,300 $43,040
     RMD352,700-18,300$43,040
TE CONNECTIVITY LTD 449,290 -600 $43,033
     TEL449,290-600$43,033
XYLEM INC 513,400 +16,800 $42,941
     XYL513,400+16,800$42,941
EAGLE MATERIALS INC 462,000 -13,200 $42,827
     EXP462,000-13,200$42,827
ATLASSIAN CORP PLC 325,400 +325,400 $42,575
     TEAM325,400+325,400$42,575
MERCADOLIBRE INC 69,514 -26,900 $42,527
     MELI69,514-26,900$42,527
CELANESE CORP DEL 394,194 +36,600 $42,494
     CE394,194+36,600$42,494
DOLLAR GEN CORP NEW 314,318 +10,000 $42,483
     DG314,318+10,000$42,483
CINTAS CORP 178,800 +1,800 $42,427
     CTAS178,800+1,800$42,427
EDWARDS LIFESCIENCES CORP 229,641 +27,300 $42,424
     EW229,641+27,300$42,424
NAVISTAR INTL CORP NEW 1,228,342 +208,600 $42,316
     NAV1,228,342+208,600$42,316
AMPHENOL CORP NEW 440,848 +48,600 $42,295
     APH440,848+48,600$42,295
WASTE MGMT INC DEL 365,696 -200 $42,190
     WM365,696-200$42,190
IQIYI INC 2,039,930 +500,919 $42,125
     IQ2,039,930+500,919$42,125
MASTERCARD INC 159,000 -2,300 $42,060
     MA159,000-2,300$42,060
ROCKWELL AUTOMATION INC 256,500 +50,100 $42,022
     ROK256,500+50,100$42,022
VERISK ANALYTICS INC 285,800 -300 $41,858
     VRSK285,800-300$41,858
ROPER TECHNOLOGIES INC 114,170 -3,100 $41,816
     ROP114,170-3,100$41,816
INGREDION INC 506,300 +128,500 $41,765
     INGR506,300+128,500$41,765
NASDAQ INC 434,126 +30,100 $41,750
     NDAQ434,126+30,100$41,750
THOR INDS INC 712,800 +171,800 $41,663
     THO712,800+171,800$41,663
TERADATA CORP DEL 1,161,441 +402,500 $41,638
     TDC1,161,441+402,500$41,638
KINDER MORGAN INC DEL 1,982,700 +5,000 $41,399
     KMI1,982,700+5,000$41,399
MONDELEZ INTL INC 767,929 +7,129 $41,391
     MDLZ767,929+7,129$41,391
V F CORP 472,552 +53,000 $41,277
     VFC472,552+53,000$41,277
INTERCONTINENTAL EXCHANGE IN (ICE) 478,603 +12,100 $41,131
     ICE478,603+12,100$41,131
FORTIVE CORP 502,625 +45,400 $40,974
     FTV502,625+45,400$40,974
MAGELLAN MIDSTREAM PRTNRS LP 639,739 +47,800 $40,943
     MMP639,739+47,800$40,943
BROADRIDGE FINL SOLUTIONS IN 320,347 -29,000 $40,902
     BR320,347-29,000$40,902
FISERV INC 448,072 +17,800 $40,846
     FISV448,072+17,800$40,846
OAKTREE CAP GROUP LLC UNIT 824,452 -21,800 $40,843
     OAK824,452-21,800$40,843

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 06/30/2019: $4,091,025
At 03/31/2019: $3,827,893

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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