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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 2021-01-14)
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
ELASTIC N V    (ORD SHS) 72,876,000 498,705 1.12%
ZILLOW GROUP INC    (CL A) Z 72,674,000 534,600 1.12%
1LIFE HEALTHCARE INC    (COM) 69,947,000 1,602,450 1.08%
APPLIED MATLS INC    (COM) AMAT 69,810,000 808,921 1.07%
PINDUODUO INC    (SPONSORED ADS) 69,576,000 391,600 1.07%
MARRIOTT INTL INC NEW    (CL A) MAR 69,337,000 525,600 1.07%
BOOKING HOLDINGS INC    (COM) 68,431,000 30,724 1.05%
EXPEDIA GROUP INC    (COM NEW) EXPE 67,489,000 509,737 1.04%
FAIR ISAAC CORP    (COM) FIC 66,391,000 129,914 1.02%
ACTIVISION BLIZZARD INC    (COM) ATVI 66,072,000 711,600 1.02%
EXPONENT INC    (COM) EXPO 65,911,000 732,100 1.01%
ZENDESK INC    (COM) ZEN 65,739,000 459,331 1.01%
LAM RESEARCH CORP    (COM) LRCX 65,391,000 138,462 1.00%
LEAR CORP    (COM NEW) LEA 65,375,000 411,085 1.00%
SNAP INC    (CL A) 65,067,000 1,299,515 1.00%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 65,048,000 476,786 1.00%
ELECTRONIC ARTS INC    (COM) ERTS 64,908,000 452,003 1.00%
MSCI INC    (COM) MXB 64,836,000 145,200 1.00%
DROPBOX INC    (CL A) 64,266,000 2,896,153 0.99%
MERCADOLIBRE INC    (COM) MELI 63,874,000 38,129 0.98%
SYNOPSYS INC    (COM) SNPS 63,334,000 244,306 0.97%
WEX INC    (COM) WEX 63,150,000 310,273 0.97%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 62,689,000 543,749 0.96%
MASTERCARD INCORPORATED    (CL A) MA 62,612,000 175,413 0.96%
TOPBUILD CORP    (COM) 62,477,000 339,400 0.96%
ACCENTURE PLC IRELAND SHS    (CLASS A) ACN 62,430,000 239,002 0.96%
INGEVITY CORP    (COM) 61,983,000 818,477 0.95%
IPG PHOTONICS CORP    (COM) IPGP 61,944,000 276,794 0.95%
COGNEX CORP    (COM) CGNX 61,875,000 770,686 0.95%
WORKDAY INC    (CL A) WDAY 61,628,000 257,202 0.95%
MIDDLEBY CORP    (COM) MIDD 61,542,000 477,367 0.95%
ASPEN TECHNOLOGY INC    (COM) AZPN 61,228,000 470,077 0.94%
STRYKER CORPORATION    (COM) SYK 61,124,000 249,445 0.94%
IQVIA HLDGS INC    (COM) 60,930,000 340,067 0.94%
GUARDANT HEALTH INC    (COM) 60,620,000 470,358 0.93%
VISA INC COM    (CL A) V 60,583,000 276,978 0.93%
KANSAS CITY SOUTHERN    (COM NEW) KSU 60,366,000 295,723 0.93%
AMPHENOL CORP NEW    (CL A) APH 60,060,000 459,278 0.92%
ROPER TECHNOLOGIES INC    (COM) ROP 59,975,000 139,124 0.92%
HILTON WORLDWIDE HLDGS INC    (COM) 59,944,000 538,770 0.92%
LINDE PLC    (SHS) 59,639,000 226,327 0.92%
ALLEGION PLC    (ORD SHS) ALLE 59,631,000 512,386 0.92%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 59,520,000 89,971 0.91%
COPART INC    (COM) CPRT 59,489,000 467,500 0.91%
VERISK ANALYTICS INC    (COM) VRSK 59,452,000 286,393 0.91%
ECOLAB INC    (COM) ECL 59,216,000 273,691 0.91%
MARKETAXESS HLDGS INC    (COM) MKTX 59,167,000 103,700 0.91%
HENRY SCHEIN INC    (COM) HSIC 59,119,000 884,224 0.91%
YUM BRANDS INC    (COM) YUM 58,823,000 541,850 0.90%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 58,646,000 282,236 0.90%
SQUARE INC    (CL A) 57,957,000 266,299 0.89%
FASTENAL CO    (COM) FAST 57,788,000 1,183,449 0.89%
AMAZON COM INC    (COM) AMZN 57,651,000 17,701 0.89%
THOR INDS INC    (COM) THO 57,622,000 619,661 0.88%
CSX CORP    (COM) CSX 57,501,000 633,621 0.88%
ALPHABET INC CAP STK    (CL A) GOOGL 57,350,000 32,722 0.88%
PAYPAL HLDGS INC    (COM) PYPL 57,298,000 244,656 0.88%
NASDAQ INC    (COM) NDAQ 57,266,000 431,412 0.88%
SPOTIFY TECHNOLOGY S A    (SHS) 57,246,000 181,931 0.88%
CINTAS CORP    (COM) CTAS 56,873,000 160,903 0.87%
FORTIVE CORP    (COM) FTV 56,725,000 800,978 0.87%
AUTOZONE INC    (COM) AZO 56,671,000 47,806 0.87%
MONDELEZ INTL INC    (CL A) MDLZ 56,639,000 968,686 0.87%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 56,558,000 49,626 0.87%
ROCKWELL AUTOMATION INC    (COM) ROK 56,549,000 225,466 0.87%
ONE GAS INC    (COM) OGS 56,367,000 734,237 0.87%
BAXTER INTL INC    (COM) BAX 56,291,000 701,536 0.86%
FACEBOOK INC    (CL A) FB 56,200,000 205,742 0.86%
ZOETIS INC    (CL A) ZTS 56,087,000 338,897 0.86%
ILLUMINA INC    (COM) ILMN 55,907,000 151,100 0.86%
BIO RAD LABS INC    (CL A) BIO 55,762,000 95,657 0.86%
REPUBLIC SVCS INC    (COM) RSG 55,633,000 577,704 0.85%
REPLIGEN CORP    (COM) RGEN 55,632,000 290,310 0.85%
CAMPBELL SOUP CO    (COM) CPB 55,554,000 1,149,000 0.85%
THE TRADE DESK INC COM    (CL A) 55,492,000 69,279 0.85%
HUMANA INC    (COM) HUM 55,488,000 135,247 0.85%
WASTE MGMT INC DEL    (COM) WMI 55,158,000 467,721 0.85%
AMERICAN WTR WKS CO INC NEW    (COM) AWK 55,147,000 359,333 0.85%
PROCTER AND GAMBLE CO    (COM) PG 54,526,000 391,879 0.84%
SERVICE CORP INTL    (COM) SCI 54,337,000 1,106,655 0.83%
ATMOS ENERGY CORP    (COM) ATO 54,320,000 569,217 0.83%
ANALOG DEVICES INC    (COM) ADI 54,306,000 367,600 0.83%
EDWARDS LIFESCIENCES CORP    (COM) EW 54,291,000 595,100 0.83%
LENNOX INTL INC    (COM) LII 53,178,000 194,100 0.82%
HOME DEPOT INC    (COM) HD 52,844,000 198,947 0.81%
SALESFORCE COM INC    (COM) CRM 52,828,000 237,398 0.81%
COPA HOLDINGS SA    (CL A) CPA 52,719,000 682,629 0.81%
TANDEM DIABETES CARE INC    (COM NEW) 52,704,000 550,837 0.81%
SOUTHWEST AIRLS CO    (COM) LUV 52,390,000 1,124,000 0.80%
XILINX INC    (COM) XLNX 51,597,000 363,947 0.79%
ROBERT HALF INTL INC    (COM) RHI 51,519,000 824,564 0.79%
IDEXX LABS INC    (COM) IDXX 51,357,000 102,740 0.79%
SERVICENOW INC    (COM) NOW 51,287,000 93,177 0.79%
SYSCO CORP    (COM) SYY 51,148,000 688,765 0.78%
OWENS CORNING NEW    (COM) OC 50,704,000 669,276 0.78%
EAGLE MATLS INC    (COM) EXP 50,099,000 494,321 0.77%
UNITEDHEALTH GROUP INC    (COM) UNH 49,450,000 141,013 0.76%
WABTEC    (COM) WAB 49,408,000 674,971 0.76%
MICROSOFT CORP    (COM) MSFT 48,615,000 218,572 0.75%
TELADOC HEALTH INC    (COM) 48,102,000 240,558 0.74%
NORFOLK SOUTHN CORP    (COM) NSC 47,974,000 201,901 0.74%
PPG INDS INC    (COM) PPG 47,162,000 327,013 0.72%
RESMED INC    (COM) RMD 46,911,000 220,693 0.72%
VEEVA SYS INC CL A    (COM) VEEV 46,555,000 171,000 0.71%
OREILLY AUTOMOTIVE INC    (COM) ORLY 46,156,000 101,987 0.71%
AMERICAN ELEC PWR CO INC    (COM) AEP 45,872,000 550,887 0.70%
MCDONALDS CORP    (COM) MCD 45,526,000 212,164 0.70%
AUTOHOME INC SP ADR RP    (CL A) ATHM 45,005,000 451,763 0.69%
S&P GLOBAL INC    (COM) SPGI 44,574,000 135,595 0.68%
PENUMBRA INC    (COM) 44,532,000 254,470 0.68%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 44,393,000 95,309 0.68%
DANAHER CORPORATION    (COM) DHR 44,384,000 199,801 0.68%
HUNTINGTON INGALLS INDS INC    (COM) HII 36,587,000 214,613 0.56%
NETEASE INC    (SPONSORED ADS) NTES 354,000 3,700 0.00%
Total Value As 2020-12-31: 6,476,340,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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