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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 Portfolio (reported on 2020-04-28)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
HENRY JACK & ASSOC INC    (COM) JKHY 49,642,000 319,779 1.31%
MSCI INC    (COM) MXB 49,441,000 171,100 1.31%
ATLASSIAN CORP PLC    (CL A) TEAM 48,727,000 355,000 1.29%
DEXCOM INC    (COM) DXCM 48,615,000 180,544 1.28%
DOLLAR GEN CORP NEW    (COM) DG 47,871,000 317,006 1.26%
ONE GAS INC    (COM) OGS 47,829,000 571,978 1.26%
HUMANA INC    (COM) HUM 47,188,000 150,270 1.25%
PENUMBRA INC    (COM) 46,915,000 290,800 1.24%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 46,569,000 389,505 1.23%
REPLIGEN CORP    (COM) RGEN 45,705,000 473,433 1.21%
ATMOS ENERGY CORP    (COM) ATO 45,566,000 459,200 1.20%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 45,132,000 683,400 1.19%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 45,112,000 65,331 1.19%
NASDAQ INC    (COM) NDAQ 44,449,000 468,126 1.17%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 44,044,000 545,431 1.16%
VERISK ANALYTICS INC    (COM) VRSK 43,429,000 311,587 1.15%
PROCTER & GAMBLE CO    (COM) PG 43,318,000 393,800 1.14%
FAIR ISAAC CORP    (COM) FIC 43,311,000 140,763 1.14%
ZOETIS INC    (CL A) ZTS 43,298,000 367,900 1.14%
TANDEM DIABETES CARE INC    (COM NEW) 43,246,000 672,036 1.14%
SYNOPSYS INC    (COM) SNPS 43,111,000 334,741 1.14%
MONDELEZ INTL INC    (CL A) MDLZ 42,643,000 851,500 1.13%
STRYKER CORP    (COM) SYK 42,166,000 253,264 1.11%
AUTOHOME INC SP ADR RP    (CL A) ATHM 41,866,000 589,489 1.10%
ROPER TECHNOLOGIES INC    (COM) ROP 41,813,000 134,098 1.10%
INGREDION INC    (COM) INGR 41,719,000 552,576 1.10%
VISA INC COM    (CL A) V 41,467,000 257,368 1.09%
ASPEN TECHNOLOGY INC    (COM) AZPN 41,309,000 434,508 1.09%
ROCKWELL AUTOMATION INC    (COM) ROK 41,078,000 272,200 1.08%
ACTIVISION BLIZZARD INC    (COM) ATVI 40,702,000 684,300 1.07%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 40,538,000 427,480 1.07%
BIOGEN INC    (COM) BIIB 40,497,000 128,000 1.07%
REPUBLIC SVCS INC    (COM) RSG 40,357,000 537,664 1.06%
BECTON DICKINSON & CO    (COM) BDX 40,095,000 174,500 1.06%
EAGLE MATERIALS INC    (COM) EXP 40,053,000 685,600 1.06%
FORTIVE CORP    (COM) FTV 40,050,000 725,681 1.06%
AMAZON COM INC    (COM) AMZN 39,999,000 20,515 1.06%
ELECTRONIC ARTS INC    (COM) ERTS 39,973,000 399,052 1.05%
ECOLAB INC    (COM) ECL 39,955,000 256,400 1.05%
COGNEX CORP    (COM) CGNX 39,756,000 941,630 1.05%
APPLIED MATLS INC    (COM) AMAT 39,556,000 863,300 1.04%
ZENDESK INC    (COM) ZEN 39,297,000 613,927 1.04%
MICROSOFT CORP    (COM) MSFT 38,893,000 246,613 1.03%
IDEXX LABS INC    (COM) IDXX 38,540,000 159,100 1.02%
YUM BRANDS INC    (COM) YUM 38,516,000 562,033 1.02%
WASTE MGMT INC DEL    (COM) WMI 38,394,000 414,800 1.01%
CAMPBELL SOUP CO    (COM) CPB 38,340,000 830,600 1.01%
MERCADOLIBRE INC    (COM) MELI 38,306,000 78,403 1.01%
AMPHENOL CORP NEW    (CL A) APH 38,171,000 523,750 1.01%
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH) BAM 37,988,000 858,493 1.00%
ALLEGION PLC    (ORD SHS) ALLE 37,589,000 408,487 0.99%
BAXTER INTL INC    (COM) BAX 37,558,000 462,596 0.99%
SERVICENOW INC    (COM) NOW 37,427,000 130,600 0.99%
IQVIA HLDGS INC    (COM) 36,826,000 341,422 0.97%
ADOBE INC    (COM) ADBE 36,820,000 115,700 0.97%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 36,690,000 129,372 0.97%
WORKDAY INC    (CL A) WDAY 36,685,000 281,714 0.97%
DANAHER CORPORATION    (COM) DHR 36,623,000 264,600 0.97%
UNITEDHEALTH GROUP INC    (COM) UNH 36,471,000 146,247 0.96%
SPOTIFY TECHNOLOGY S A    (SHS) 36,201,000 298,100 0.95%
3M CO    (COM) MMM 36,107,000 264,500 0.95%
THE TRADE DESK INC COM    (CL A) 35,879,000 185,900 0.95%
KINDER MORGAN INC DEL    (COM) KMI 35,752,000 2,568,375 0.94%
V F CORP    (COM) VFC 35,532,000 657,024 0.94%
FISERV INC    (COM) FISV 35,419,000 372,872 0.93%
TEXAS ROADHOUSE INC    (COM) TXRH 35,233,000 853,093 0.93%
FACEBOOK INC    (CL A) FB 35,228,000 211,200 0.93%
S&P GLOBAL INC    (COM) SPGI 35,098,000 143,226 0.93%
FASTENAL CO    (COM) FAST 34,981,000 1,119,400 0.92%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 34,905,000 80,000 0.92%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 34,521,000 946,039 0.91%
ACCENTURE PLC IRELAND SHS    (CLASS A) ACN 34,251,000 209,796 0.90%
AMBEV SA SPONSORED    (ADR) ABEV 34,145,000 14,845,660 0.90%
HOME DEPOT INC    (COM) HD 34,107,000 182,671 0.90%
PAYPAL HLDGS INC    (COM) PYPL 33,921,000 354,304 0.89%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 33,877,000 112,528 0.89%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 33,749,000 173,535 0.89%
VAIL RESORTS INC    (COM) MTN 33,502,000 226,809 0.88%
ALPHABET INC CAP STK    (CL A) GOOGL 33,398,000 28,743 0.88%
CINTAS CORP    (COM) CTAS 33,397,000 192,800 0.88%
BAUSCH HEALTH COS INC    (COM) 33,301,000 2,148,462 0.88%
SALESFORCE COM INC    (COM) CRM 33,207,000 230,633 0.88%
HUNTINGTON INGALLS INDS INC    (COM) HII 33,133,000 181,840 0.87%
LAM RESEARCH CORP    (COM) LRCX 32,978,000 137,408 0.87%
MCDONALDS CORP    (COM) MCD 32,789,000 198,300 0.86%
KANSAS CITY SOUTHERN    (COM NEW) KSU 32,698,000 257,100 0.86%
INGEVITY CORP    (COM) 32,317,000 918,083 0.85%
MASTERCARD INC    (CL A) MA 31,876,000 131,958 0.84%
CSX CORP    (COM) CSX 31,612,000 551,700 0.83%
MELCO RESORTS AND ENTMNT LTD    (ADR) MPEL 31,439,000 2,535,426 0.83%
SQUARE INC    (CL A) 31,150,000 594,700 0.82%
NORFOLK SOUTHERN CORP    (COM) NSC 30,645,000 209,900 0.81%
TWITTER INC    (COM) TWTR 30,315,000 1,234,316 0.80%
THOR INDS INC    (COM) THO 30,199,000 715,961 0.80%
AMERICAN ELEC PWR CO INC    (COM) AEP 30,144,000 376,900 0.79%
SYSCO CORP    (COM) SYY 28,062,000 614,996 0.74%
GENERAL ELECTRIC CO    (COM) GE 27,295,000 3,437,600 0.72%
NAVISTAR INTL CORP NEW    (COM) NAV 23,861,000 1,446,987 0.63%
AKAMAI TECHNOLOGIES INC    (COM) AKAM 17,309,000 189,194 0.45%
DROPBOX INC    (CL A) 6,900,000 381,240 0.18%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 2,401,000 20,239 0.06%
NETEASE INC    (SPONSORED ADS) NTES 1,704,000 5,310 0.04%
RESMED INC    (COM) RMD 103,000 700 0.00%
MARKETAXESS HLDGS INC    (COM) MKTX 100,000 300 0.00%
INTUIT    (COM) INTU 92,000 400 0.00%
FIDELITY NATL INFORMATION SV    (COM) FIS 87,000 716 0.00%
EDWARDS LIFESCIENCES CORP    (COM) EW 75,000 400 0.00%
Total Value As 2020-03-31: 3,772,239,000 SEC FILING
* Portfolios do not reflect changes after reporting
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