HoldingsChannel.com
Ardevora Asset Management LLP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
THOR INDS INC 861,300 +148,500 $48,784
     THO861,300+148,500$48,784
AMPHENOL CORP NEW 481,148 +40,300 $46,431
     APH481,148+40,300$46,431
ONE GAS INC 480,300 +47,500 $46,162
     OGS480,300+47,500$46,162
DOLLAR GEN CORP NEW 287,618 -26,700 $45,714
     DG287,618-26,700$45,714
ALLEGION PUB LTD CO 436,800 +46,800 $45,274
     ALLE436,800+46,800$45,274
SALLY BEAUTY HLDGS INC 3,034,600 +265,400 $45,185
     SBH3,034,600+265,400$45,185
EAGLE MATERIALS INC 501,500 +39,500 $45,140
     EXP501,500+39,500$45,140
XYLEM INC 555,400 +42,000 $44,221
     XYL555,400+42,000$44,221
EDWARDS LIFESCIENCES CORP 200,841 -28,800 $44,167
     EW200,841-28,800$44,167
MONOLITHIC PWR SYS INC 281,980 -51,800 $43,885
     MPWR281,980-51,800$43,885
ROPER TECHNOLOGIES INC 122,870 +8,700 $43,815
     ROP122,870+8,700$43,815
CELANESE CORP DEL 357,894 -36,300 $43,767
     CE357,894-36,300$43,767
AMERICAN WTR WKS CO INC NEW 352,205 +1,400 $43,754
     AWK352,205+1,400$43,754
ROCKWELL AUTOMATION INC 265,300 +8,800 $43,721
     ROK265,300+8,800$43,721
STRYKER CORP 202,064 -11,500 $43,706
     SYK202,064-11,500$43,706
KINDER MORGAN INC DEL 2,119,300 +136,600 $43,679
     KMI2,119,300+136,600$43,679
MAGELLAN MIDSTREAM PRTNRS LP 659,039 +19,300 $43,675
     MMP659,039+19,300$43,675
INGREDION INC 531,100 +24,800 $43,412
     INGR531,100+24,800$43,412
ECOLAB INC 218,400 +100 $43,252
     ECL218,400+100$43,252
MAXIM INTEGRATED PRODS INC 743,678 +3,100 $43,066
     MXIM743,678+3,100$43,066
FORTIVE CORP 627,825 +125,200 $43,044
     FTV627,825+125,200$43,044
HENRY JACK & ASSOC INC 293,779 -7,800 $42,883
     JKHY293,779-7,800$42,883
REPUBLIC SVCS INC 495,164 +26,300 $42,856
     RSG495,164+26,300$42,856
IQVIA HLDGS INC 286,722 +5,900 $42,831
     IQV286,722+5,900$42,831
INTERCONTINENTAL EXCHANGE IN (ICE) 463,703 -14,900 $42,786
     ICE463,703-14,900$42,786
NASDAQ INC 430,326 -3,800 $42,753
     NDAQ430,326-3,800$42,753
WORKDAY INC 250,272 +60,146 $42,536
     WDAY250,272+60,146$42,536
V F CORP 476,052 +3,500 $42,364
     VFC476,052+3,500$42,364
TEXAS ROADHOUSE INC 803,320 +46,800 $42,190
     TXRH803,320+46,800$42,190
FISERV INC 405,772 -42,300 $42,034
     FISV405,772-42,300$42,034
BROADRIDGE FINL SOLUTIONS IN 337,247 +16,900 $41,964
     BR337,247+16,900$41,964
ADOBE INC 151,900 +151,900 $41,962
     ADBE151,900+151,900$41,962
TE CONNECTIVITY LTD 450,190 +900 $41,949
     TEL450,190+900$41,949
GENERAL ELECTRIC CO 4,684,700 +511,400 $41,881
     GE4,684,700+511,400$41,881
BAUSCH HEALTH COS INC 1,916,320 +127,800 $41,872
     BHC1,916,320+127,800$41,872
VISA INC COM 242,968 -9,762 $41,793
     V242,968-9,762$41,793
CHARTER COMMUNICATIONS INC N 100,300 +100,300 $41,336
     CHTR100,300+100,300$41,336
TANDEM DIABETES CARE INC 700,836 +86,200 $41,335
     TNDM700,836+86,200$41,335
AMBEV SA SPONSORED 8,781,277 -440,100 $40,569
     ABEV8,781,277-440,100$40,569
VAIL RESORTS INC 176,968 -1,300 $40,271
     MTN176,968-1,300$40,271
HUMANA INC 156,000 +156,000 $39,885
     HUM156,000+156,000$39,885
TERADATA CORP DEL 1,280,241 +118,800 $39,687
     TDC1,280,241+118,800$39,687
CREE INC 805,808 +108,400 $39,485
     CREE805,808+108,400$39,485
XILINX INC 408,526 +27,700 $39,178
     XLNX408,526+27,700$39,178
NAVISTAR INTL CORP NEW 1,385,932 +157,590 $38,959
     NAV1,385,932+157,590$38,959
GRUBHUB INC 684,400 +74,500 $38,470
     GRUB684,400+74,500$38,470
ILLUMINA INC 123,337 +22,725 $37,522
     ILMN123,337+22,725$37,522
MELCO RESORTS AND ENTMT LTD 1,915,226 -74,300 $37,175
     MLCO1,915,226-74,300$37,175
LAM RESEARCH CORP 159,808 -18,400 $36,933
     LRCX159,808-18,400$36,933
ATLASSIAN CORP PLC 294,100 -31,300 $36,892
     TEAM294,100-31,300$36,892

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 09/30/2019: $3,591,631
At 06/30/2019: $4,091,025

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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