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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Ardevora Asset Management LLP INSTITUTION : Ardevora Asset Management LLP
Ardevora Asset Management LLP Buys/Sells In Portfolio (reported on 2021-01-14)
Company Ticker Current
Holdings
Previous
Holdings
Sells/Buys % of change
EXPONENT INC    (COM)EXPO732,1000
New Buy
New Buy
VEEVA SYS INC CL A    (COM)VEEV171,0000
New Buy
New Buy
ELASTIC N V    (ORD SHS)498,7050
New Buy
New Buy
LINDE PLC    (SHS)226,3270
New Buy
New Buy
EDWARDS LIFESCIENCES CORP    (COM)EW595,1000
New Buy
New Buy
SOUTHWEST AIRLS CO    (COM)LUV1,124,0000
New Buy
New Buy
SPOTIFY TECHNOLOGY S A    (SHS)181,9310
New Buy
New Buy
SYSCO CORP    (COM)SYY688,7650
New Buy
New Buy
LENNOX INTL INC    (COM)LII194,1000
New Buy
New Buy
ANALOG DEVICES INC    (COM)ADI367,6000
New Buy
New Buy
COPART INC    (COM)CPRT467,5000
New Buy
New Buy
SERVICE CORP INTL    (COM)SCI1,106,6550
New Buy
New Buy
MARKETAXESS HLDGS INC    (COM)MKTX103,7000
New Buy
New Buy
MARRIOTT INTL INC NEW    (CL A)MAR525,6000
New Buy
New Buy
ZILLOW GROUP INC    (CL A)Z534,6000
New Buy
New Buy
ILLUMINA INC    (COM)ILMN151,1000
New Buy
New Buy
REPLIGEN CORP    (COM)RGEN290,3100
New Buy
New Buy
MSCI INC    (COM)MXB145,200400
Added144,800
36200.00%
DROPBOX INC    (CL A)2,896,15328,339
Added2,867,814
10119.67%
1LIFE HEALTHCARE INC    (COM)1,602,450275,070
Added1,327,380
482.56%
TANDEM DIABETES CARE INC    (COM NE550,837110,879
Added439,958
396.79%
SNAP INC    (CL A)1,299,515421,899
Added877,616
208.01%
INGEVITY CORP    (COM)818,477332,667
Added485,810
146.03%
ASPEN TECHNOLOGY INC    (COM)AZPN470,077262,877
Added207,200
78.82%
COPA HOLDINGS SA    (CL A)CPA682,629493,523
Added189,106
38.31%
THOR INDS INC    (COM)THO619,661457,948
Added161,713
35.31%
WEX INC    (COM)WEX310,273249,073
Added61,200
24.57%
BAXTER INTL INC    (COM)BAX701,536580,736
Added120,800
20.80%
CAMPBELL SOUP CO    (COM)CPB1,149,000955,080
Added193,920
20.30%
HILTON WORLDWIDE HLDGS INC    (COM)538,770453,586
Added85,184
18.78%
ATMOS ENERGY CORP    (COM)ATO569,217481,917
Added87,300
18.11%
AUTOZONE INC    (COM)AZO47,80641,728
Added6,078
14.56%
HENRY SCHEIN INC    (COM)HSIC884,224781,427
Added102,797
13.15%
ONE GAS INC    (COM)OGS734,237649,137
Added85,100
13.10%
ROPER TECHNOLOGIES INC    (COM)ROP139,124123,931
Added15,193
12.25%
FORTIVE CORP    (COM)FTV800,978717,478
Added83,500
11.63%
ELECTRONIC ARTS INC    (COM)ERTS452,003404,903
Added47,100
11.63%
FAIR ISAAC CORP    (COM)FIC129,914117,147
Added12,767
10.89%
ROBERT HALF INTL INC    (COM)RHI824,564743,964
Added80,600
10.83%
S&P GLOBAL INC    (COM)SPGI135,595122,595
Added13,000
10.60%
MASTERCARD INCORPORATED    (CL A)MA175,413159,313
Added16,100
10.10%
WABTEC    (COM)WAB674,971613,771
Added61,200
9.97%
VISA INC COM    (CL A)V276,978252,178
Added24,800
9.83%
ECOLAB INC    (COM)ECL273,691250,091
Added23,600
9.43%
ALLEGION PLC    (ORD SHS)ALLE512,386468,386
Added44,000
9.39%
TELADOC HEALTH INC    (COM)240,558220,927
Added19,631
8.88%
HUMANA INC    (COM)HUM135,247125,557
Added9,690
7.71%
AMERICAN ELEC PWR CO INC    (COM)AEP550,887512,341
Added38,546
7.52%
INTERCONTINENTAL EXCHANGE IN    (COICE543,749507,849
Added35,900
7.06%
OREILLY AUTOMOTIVE INC    (COM)ORLY101,98796,787
Added5,200
5.37%
NASDAQ INC    (COM)NDAQ431,412409,812
Added21,600
5.27%
WASTE MGMT INC DEL    (COM)WMI467,721446,121
Added21,600
4.84%
MONDELEZ INTL INC    (CL A)MDLZ968,686924,686
Added44,000
4.75%
AUTOHOME INC SP ADR RP    (CL A)ATHM451,763431,463
Added20,300
4.70%
UNITEDHEALTH GROUP INC    (COM)UNH141,013135,113
Added5,900
4.36%
ACTIVISION BLIZZARD INC    (COM)ATVI711,600687,000
Added24,600
3.58%
HOME DEPOT INC    (COM)HD198,947192,147
Added6,800
3.53%
MICROSOFT CORP    (COM)MSFT218,572213,072
Added5,500
2.58%
FASTENAL CO    (COM)FAST1,183,4491,158,449
Added25,000
2.15%
MCDONALDS CORP    (COM)MCD212,164208,364
Added3,800
1.82%
REPUBLIC SVCS INC    (COM)RSG577,704569,604
Added8,100
1.42%
YUM BRANDS INC    (COM)YUM541,850536,937
Added4,913
0.91%
ROCKWELL AUTOMATION INC    (COM)ROK225,466224,366
Added1,100
0.49%
CHARTER COMMUNICATIONS INC N    (CLCHTR89,97190,471
Reduced500
0.55%
PROCTER AND GAMBLE CO    (COM)PG391,879394,679
Reduced2,800
0.70%
ACCENTURE PLC IRELAND SHS    (CLASSACN239,002241,002
Reduced2,000
0.82%
STRYKER CORPORATION    (COM)SYK249,445253,845
Reduced4,400
1.73%
FACEBOOK INC    (CL A)FB205,742209,642
Reduced3,900
1.86%
VERISK ANALYTICS INC    (COM)VRSK286,393292,493
Reduced6,100
2.08%
KANSAS CITY SOUTHERN    (COM NEW)KSU295,723302,923
Reduced7,200
2.37%
ZOETIS INC    (CL A)ZTS338,897349,297
Reduced10,400
2.97%
OWENS CORNING NEW    (COM)OC669,276691,776
Reduced22,500
3.25%
AMERICAN WTR WKS CO INC NEW    (COMAWK359,333372,633
Reduced13,300
3.56%
WORKDAY INC    (CL A)WDAY257,202267,802
Reduced10,600
3.95%
AMPHENOL CORP NEW    (CL A)APH459,278478,578
Reduced19,300
4.03%
LEAR CORP    (COM NEW)LEA411,085428,514
Reduced17,429
4.06%
PAYPAL HLDGS INC    (COM)PYPL244,656255,756
Reduced11,100
4.34%
AMAZON COM INC    (COM)AMZN17,70118,553
Reduced852
4.59%
IPG PHOTONICS CORP    (COM)IPGP276,794290,194
Reduced13,400
4.61%
HUNTINGTON INGALLS INDS INC    (COMHII214,613225,171
Reduced10,558
4.68%
APPLIED MATLS INC    (COM)AMAT808,921851,787
Reduced42,866
5.03%
TAKE-TWO INTERACTIVE SOFTWAR    (COTTWO282,236297,436
Reduced15,200
5.11%
NORFOLK SOUTHN CORP    (COM)NSC201,901213,001
Reduced11,100
5.21%
ALPHABET INC CAP STK    (CL A)GOOGL32,72234,605
Reduced1,883
5.44%
CINTAS CORP    (COM)CTAS160,903170,403
Reduced9,500
5.57%
CSX CORP    (COM)CSX633,621674,221
Reduced40,600
6.02%
SYNOPSYS INC    (COM)SNPS244,306263,506
Reduced19,200
7.28%
PPG INDS INC    (COM)PPG327,013354,713
Reduced27,700
7.80%
NETEASE INC    (SPONSORED ADS)NTES3,7004,050
Reduced350
8.64%
CADENCE DESIGN SYSTEM INC    (COM)CDNS476,786524,486
Reduced47,700
9.09%
BIO RAD LABS INC    (CL A)BIO95,657105,757
Reduced10,100
9.55%
SERVICENOW INC    (COM)NOW93,177103,377
Reduced10,200
9.86%
COGNEX CORP    (COM)CGNX770,686855,186
Reduced84,500
9.88%
EAGLE MATLS INC    (COM)EXP494,321552,821
Reduced58,500
10.58%
XILINX INC    (COM)XLNX363,947407,147
Reduced43,200
10.61%
RESMED INC    (COM)RMD220,693250,493
Reduced29,800
11.89%
SALESFORCE COM INC    (COM)CRM237,398271,198
Reduced33,800
12.46%
EXPEDIA GROUP INC    (COM NEW)EXPE509,737583,637
Reduced73,900
12.66%
LAM RESEARCH CORP    (COM)LRCX138,462159,162
Reduced20,700
13.00%
METTLER TOLEDO INTERNATIONAL    (COMTD49,62658,426
Reduced8,800
15.06%
DANAHER CORPORATION    (COM)DHR199,801237,301
Reduced37,500
15.80%
MIDDLEBY CORP    (COM)MIDD477,367578,667
Reduced101,300
17.50%
THERMO FISHER SCIENTIFIC INC    (COTMO95,309117,109
Reduced21,800
18.61%
IDEXX LABS INC    (COM)IDXX102,740127,540
Reduced24,800
19.44%
ZENDESK INC    (COM)ZEN459,331574,331
Reduced115,000
20.02%
MERCADOLIBRE INC    (COM)MELI38,12950,329
Reduced12,200
24.24%
TOPBUILD CORP    (COM)339,400536,405
Reduced197,005
36.72%
PENUMBRA INC    (COM)254,470424,100
Reduced169,630
39.99%
IQVIA HLDGS INC    (COM)340,067602,159
Reduced262,092
43.52%
SQUARE INC    (CL A)266,299573,537
Reduced307,238
53.56%
THE TRADE DESK INC COM    (CL A)69,279210,531
Reduced141,252
67.09%
GUARDANT HEALTH INC    (COM)470,3582,284,670
Reduced1,814,312
79.41%
PINDUODUO INC    (SPONSORED ADS)391,6002,342,415
Reduced1,950,815
83.28%
BOOKING HOLDINGS INC    (COM)30,7241,410,876
Reduced1,380,152
97.82%
V F CORP    (COM)VFC0636,283
Sold Out
Sold Out
MAGELLAN MIDSTREAM PRTNRS LP    (COMMP0643,691
Sold Out
Sold Out
BROADRIDGE FINL SOLUTIONS IN    (COBR0394,387
Sold Out
Sold Out
BROOKFIELD ASSET MGMT INC    (CL A BAM01,428,133
Sold Out
Sold Out
CARNIVAL CORP    (UNIT 99/99/9999)CCL01,689,627
Sold Out
Sold Out
BIOGEN INC    (COM)BIIB0158,531
Sold Out
Sold Out
BECTON DICKINSON & CO    (COM)BDX0205,224
Sold Out
Sold Out
ADOBE INC    (COM)ADBE0400
Sold Out
Sold Out
AKAMAI TECHNOLOGIES INC    (COM)AKAM0473,308
Sold Out
Sold Out
AMBEV SA SPONSORED    (ADR)ABEV010,657,602
Sold Out
Sold Out
CISCO SYS INC    (COM)CSCO01,085,417
Sold Out
Sold Out
DEXCOM INC    (COM)DXCM0300
Sold Out
Sold Out
INGREDION INC    (COM)INGR0570,756
Sold Out
Sold Out
KINDER MORGAN INC DEL    (COM)KMI01,881,392
Sold Out
Sold Out
NAVISTAR INTL CORP NEW    (COM)NAV01,618,240
Sold Out
Sold Out
HEXCEL CORP NEW    (COM)HXL0985,317
Sold Out
Sold Out
HENRY JACK & ASSOC INC    (COM)JKHY0286,804
Sold Out
Sold Out
DOLLAR GEN CORP NEW    (COM)DG0600
Sold Out
Sold Out
FISERV INC    (COM)FISV0481,768
Sold Out
Sold Out
3M CO    (COM)MMM0254,130
Sold Out
Sold Out
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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