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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
Portfolio Performance Summary
Percentage Change
Today:
0 Percentage Change
From 2020-03-31:
0
Value Change
Today:
0 Value Change
From 2020-03-31:
0
* Numbers do not include bonds, prefer shares, options, stocks listed in Pink Sheets and Bulletin Board
Portfolio Performance
Company Ticker Current
Holdings
Current
Price
Current Price
Change
Price On
2020-03-31
Price Change
From 2020-03-31
ACTIVISION BLIZZARD INC    (COM)ATVI684300N/AN/AN/AN/A
ADOBE INC    (COM)ADBE115700N/AN/AN/AN/A
AKAMAI TECHNOLOGIES INC    (COM)AKAM189194N/AN/AN/AN/A
ALIBABA GROUP HLDG LTD    (SPONSORED ADS)BABA173535N/AN/AN/AN/A
ALPHABET INC CAP STK    (CL A)GOOGL28743N/AN/AN/AN/A
AMAZON COM INC    (COM)AMZN20515N/AN/AN/AN/A
AMBEV SA SPONSORED    (ADR)ABEV14845660N/AN/AN/AN/A
AMERICAN ELEC PWR CO INC    (COM)AEP376900N/AN/AN/AN/A
AMERICAN WTR WKS CO INC NEW    (COM)AWK389505N/AN/AN/AN/A
AMPHENOL CORP NEW    (CL A)APH523750N/AN/AN/AN/A
APPLIED MATLS INC    (COM)AMAT863300N/AN/AN/AN/A
ASPEN TECHNOLOGY INC    (COM)AZPN434508N/AN/AN/AN/A
ATMOS ENERGY CORP    (COM)ATO459200N/AN/AN/AN/A
AUTOHOME INC SP ADR RP    (CL A)ATHM589489N/AN/AN/AN/A
BAUSCH HEALTH COS INC    (COM)2148462N/AN/AN/AN/A
BAXTER INTL INC    (COM)BAX462596N/AN/AN/AN/A
BECTON DICKINSON & CO    (COM)BDX174500N/AN/AN/AN/A
BIOGEN INC    (COM)BIIB128000N/AN/AN/AN/A
BROADRIDGE FINL SOLUTIONS IN    (COM)BR427480N/AN/AN/AN/A
BROOKFIELD ASSET MGMT INC    (CL A LTD VT SH)BAM858493N/AN/AN/AN/A
CSX CORP    (COM)CSX551700N/AN/AN/AN/A
CADENCE DESIGN SYSTEM INC    (COM)CDNS683400N/AN/AN/AN/A
CAMPBELL SOUP CO    (COM)CPB830600N/AN/AN/AN/A
CHARTER COMMUNICATIONS INC N    (CL A)CHTR80000N/AN/AN/AN/A
CINTAS CORP    (COM)CTAS192800N/AN/AN/AN/A
COGNEX CORP    (COM)CGNX941630N/AN/AN/AN/A
DANAHER CORPORATION    (COM)DHR264600N/AN/AN/AN/A
DEXCOM INC    (COM)DXCM180544N/AN/AN/AN/A
DOLLAR GEN CORP NEW    (COM)DG317006N/AN/AN/AN/A
DROPBOX INC    (CL A)381240N/AN/AN/AN/A
EAGLE MATERIALS INC    (COM)EXP685600N/AN/AN/AN/A
ECOLAB INC    (COM)ECL256400N/AN/AN/AN/A
EDWARDS LIFESCIENCES CORP    (COM)EW400N/AN/AN/AN/A
ELECTRONIC ARTS INC    (COM)ERTS399052N/AN/AN/AN/A
FACEBOOK INC    (CL A)FB211200N/AN/AN/AN/A
FAIR ISAAC CORP    (COM)FIC140763N/AN/AN/AN/A
FASTENAL CO    (COM)FAST1119400N/AN/AN/AN/A
FIDELITY NATL INFORMATION SV    (COM)FIS716N/AN/AN/AN/A
FISERV INC    (COM)FISV372872N/AN/AN/AN/A
FORTIVE CORP    (COM)FTV725681N/AN/AN/AN/A
GENERAL ELECTRIC CO    (COM)GE3437600N/AN/AN/AN/A
HENRY JACK & ASSOC INC    (COM)JKHY319779N/AN/AN/AN/A
HOME DEPOT INC    (COM)HD182671N/AN/AN/AN/A
HUMANA INC    (COM)HUM150270N/AN/AN/AN/A
HUNTINGTON INGALLS INDS INC    (COM)HII181840N/AN/AN/AN/A
IDEXX LABS INC    (COM)IDXX159100N/AN/AN/AN/A
INGEVITY CORP    (COM)918083N/AN/AN/AN/A
INGREDION INC    (COM)INGR552576N/AN/AN/AN/A
INTERCONTINENTAL EXCHANGE IN    (COM)ICE545431N/AN/AN/AN/A
INTUIT    (COM)INTU400N/AN/AN/AN/A
IQVIA HLDGS INC    (COM)341422N/AN/AN/AN/A
KANSAS CITY SOUTHERN    (COM NEW)KSU257100N/AN/AN/AN/A
KINDER MORGAN INC DEL    (COM)KMI2568375N/AN/AN/AN/A
LAM RESEARCH CORP    (COM)LRCX137408N/AN/AN/AN/A
MSCI INC    (COM)MXB171100N/AN/AN/AN/A
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP)MMP946039N/AN/AN/AN/A
MARKETAXESS HLDGS INC    (COM)MKTX300N/AN/AN/AN/A
MASTERCARD INC    (CL A)MA131958N/AN/AN/AN/A
MCDONALDS CORP    (COM)MCD198300N/AN/AN/AN/A
MELCO RESORTS AND ENTMNT LTD    (ADR)MPEL2535426N/AN/AN/AN/A
MERCADOLIBRE INC    (COM)MELI78403N/AN/AN/AN/A
METTLER TOLEDO INTERNATIONAL    (COM)MTD65331N/AN/AN/AN/A
MICROSOFT CORP    (COM)MSFT246613N/AN/AN/AN/A
MONDELEZ INTL INC    (CL A)MDLZ851500N/AN/AN/AN/A
NASDAQ INC    (COM)NDAQ468126N/AN/AN/AN/A
NAVISTAR INTL CORP NEW    (COM)NAV1446987N/AN/AN/AN/A
NETEASE INC    (SPONSORED ADS)NTES5310N/AN/AN/AN/A
NORFOLK SOUTHERN CORP    (COM)NSC209900N/AN/AN/AN/A
O REILLY AUTOMOTIVE INC NEW    (COM)ORLY112528N/AN/AN/AN/A
ONE GAS INC    (COM)OGS571978N/AN/AN/AN/A
PAYPAL HLDGS INC    (COM)PYPL354304N/AN/AN/AN/A
PENUMBRA INC    (COM)290800N/AN/AN/AN/A
PROCTER & GAMBLE CO    (COM)PG393800N/AN/AN/AN/A
REPLIGEN CORP    (COM)RGEN473433N/AN/AN/AN/A
REPUBLIC SVCS INC    (COM)RSG537664N/AN/AN/AN/A
RESMED INC    (COM)RMD700N/AN/AN/AN/A
ROCKWELL AUTOMATION INC    (COM)ROK272200N/AN/AN/AN/A
ROPER TECHNOLOGIES INC    (COM)ROP134098N/AN/AN/AN/A
S&P GLOBAL INC    (COM)SPGI143226N/AN/AN/AN/A
SALESFORCE COM INC    (COM)CRM230633N/AN/AN/AN/A
SERVICENOW INC    (COM)NOW130600N/AN/AN/AN/A
SQUARE INC    (CL A)594700N/AN/AN/AN/A
STRYKER CORP    (COM)SYK253264N/AN/AN/AN/A
SYNOPSYS INC    (COM)SNPS334741N/AN/AN/AN/A
SYSCO CORP    (COM)SYY614996N/AN/AN/AN/A
TAKE-TWO INTERACTIVE SOFTWAR    (COM)TTWO20239N/AN/AN/AN/A
TANDEM DIABETES CARE INC    (COM NEW)672036N/AN/AN/AN/A
TEXAS ROADHOUSE INC    (COM)TXRH853093N/AN/AN/AN/A
THE TRADE DESK INC COM    (CL A)185900N/AN/AN/AN/A
THERMO FISHER SCIENTIFIC INC    (COM)TMO129372N/AN/AN/AN/A
THOR INDS INC    (COM)THO715961N/AN/AN/AN/A
3M CO    (COM)MMM264500N/AN/AN/AN/A
TWITTER INC    (COM)TWTR1234316N/AN/AN/AN/A
UNITEDHEALTH GROUP INC    (COM)UNH146247N/AN/AN/AN/A
V F CORP    (COM)VFC657024N/AN/AN/AN/A
VAIL RESORTS INC    (COM)MTN226809N/AN/AN/AN/A
VERISK ANALYTICS INC    (COM)VRSK311587N/AN/AN/AN/A
VISA INC COM    (CL A)V257368N/AN/AN/AN/A
WASTE MGMT INC DEL    (COM)WMI414800N/AN/AN/AN/A
WORKDAY INC    (CL A)WDAY281714N/AN/AN/AN/A
YUM BRANDS INC    (COM)YUM562033N/AN/AN/AN/A
ZENDESK INC    (COM)ZEN613927N/AN/AN/AN/A
ZOETIS INC    (CL A)ZTS367900N/AN/AN/AN/A
ALLEGION PLC    (ORD SHS)ALLE408487N/AN/AN/AN/A
ATLASSIAN CORP PLC    (CL A)TEAM355000N/AN/AN/AN/A
ACCENTURE PLC IRELAND SHS    (CLASS A)ACN209796N/AN/AN/AN/A
SPOTIFY TECHNOLOGY S A    (SHS)298100N/AN/AN/AN/A
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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