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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 2020-12-31:
0
Value Change
Today:
0 Value Change
From 2020-12-31:
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
2020-12-31
Price Change
From 2020-12-31
ACTIVISION BLIZZARD INC    (COM)ATVI711600N/AN/AN/AN/A
ALPHABET INC CAP STK    (CL A)GOOGL32722N/AN/AN/AN/A
AMAZON COM INC    (COM)AMZN17701N/AN/AN/AN/A
AMERICAN ELEC PWR CO INC    (COM)AEP550887N/AN/AN/AN/A
AMERICAN WTR WKS CO INC NEW    (COM)AWK359333N/AN/AN/AN/A
AMPHENOL CORP NEW    (CL A)APH459278N/AN/AN/AN/A
ANALOG DEVICES INC    (COM)ADI367600N/AN/AN/AN/A
APPLIED MATLS INC    (COM)AMAT808921N/AN/AN/AN/A
ASPEN TECHNOLOGY INC    (COM)AZPN470077N/AN/AN/AN/A
ATMOS ENERGY CORP    (COM)ATO569217N/AN/AN/AN/A
AUTOHOME INC SP ADR RP    (CL A)ATHM451763N/AN/AN/AN/A
AUTOZONE INC    (COM)AZO47806N/AN/AN/AN/A
BAXTER INTL INC    (COM)BAX701536N/AN/AN/AN/A
BIO RAD LABS INC    (CL A)BIO95657N/AN/AN/AN/A
BOOKING HOLDINGS INC    (COM)30724N/AN/AN/AN/A
CSX CORP    (COM)CSX633621N/AN/AN/AN/A
CADENCE DESIGN SYSTEM INC    (COM)CDNS476786N/AN/AN/AN/A
CAMPBELL SOUP CO    (COM)CPB1149000N/AN/AN/AN/A
CHARTER COMMUNICATIONS INC N    (CL A)CHTR89971N/AN/AN/AN/A
CINTAS CORP    (COM)CTAS160903N/AN/AN/AN/A
COGNEX CORP    (COM)CGNX770686N/AN/AN/AN/A
COPART INC    (COM)CPRT467500N/AN/AN/AN/A
DANAHER CORPORATION    (COM)DHR199801N/AN/AN/AN/A
DROPBOX INC    (CL A)2896153N/AN/AN/AN/A
EAGLE MATLS INC    (COM)EXP494321N/AN/AN/AN/A
ECOLAB INC    (COM)ECL273691N/AN/AN/AN/A
EDWARDS LIFESCIENCES CORP    (COM)EW595100N/AN/AN/AN/A
ELECTRONIC ARTS INC    (COM)ERTS452003N/AN/AN/AN/A
EXPEDIA GROUP INC    (COM NEW)EXPE509737N/AN/AN/AN/A
EXPONENT INC    (COM)EXPO732100N/AN/AN/AN/A
FACEBOOK INC    (CL A)FB205742N/AN/AN/AN/A
FAIR ISAAC CORP    (COM)FIC129914N/AN/AN/AN/A
FASTENAL CO    (COM)FAST1183449N/AN/AN/AN/A
FORTIVE CORP    (COM)FTV800978N/AN/AN/AN/A
GUARDANT HEALTH INC    (COM)470358N/AN/AN/AN/A
HILTON WORLDWIDE HLDGS INC    (COM)538770N/AN/AN/AN/A
HOME DEPOT INC    (COM)HD198947N/AN/AN/AN/A
HUMANA INC    (COM)HUM135247N/AN/AN/AN/A
HUNTINGTON INGALLS INDS INC    (COM)HII214613N/AN/AN/AN/A
IPG PHOTONICS CORP    (COM)IPGP276794N/AN/AN/AN/A
IDEXX LABS INC    (COM)IDXX102740N/AN/AN/AN/A
ILLUMINA INC    (COM)ILMN151100N/AN/AN/AN/A
INGEVITY CORP    (COM)818477N/AN/AN/AN/A
INTERCONTINENTAL EXCHANGE IN    (COM)ICE543749N/AN/AN/AN/A
IQVIA HLDGS INC    (COM)340067N/AN/AN/AN/A
KANSAS CITY SOUTHERN    (COM NEW)KSU295723N/AN/AN/AN/A
LAM RESEARCH CORP    (COM)LRCX138462N/AN/AN/AN/A
LEAR CORP    (COM NEW)LEA411085N/AN/AN/AN/A
LENNOX INTL INC    (COM)LII194100N/AN/AN/AN/A
MSCI INC    (COM)MXB145200N/AN/AN/AN/A
MARKETAXESS HLDGS INC    (COM)MKTX103700N/AN/AN/AN/A
MARRIOTT INTL INC NEW    (CL A)MAR525600N/AN/AN/AN/A
MASTERCARD INCORPORATED    (CL A)MA175413N/AN/AN/AN/A
MCDONALDS CORP    (COM)MCD212164N/AN/AN/AN/A
MERCADOLIBRE INC    (COM)MELI38129N/AN/AN/AN/A
METTLER TOLEDO INTERNATIONAL    (COM)MTD49626N/AN/AN/AN/A
MICROSOFT CORP    (COM)MSFT218572N/AN/AN/AN/A
MIDDLEBY CORP    (COM)MIDD477367N/AN/AN/AN/A
MONDELEZ INTL INC    (CL A)MDLZ968686N/AN/AN/AN/A
NASDAQ INC    (COM)NDAQ431412N/AN/AN/AN/A
NETEASE INC    (SPONSORED ADS)NTES3700N/AN/AN/AN/A
NORFOLK SOUTHN CORP    (COM)NSC201901N/AN/AN/AN/A
OREILLY AUTOMOTIVE INC    (COM)ORLY101987N/AN/AN/AN/A
ONE GAS INC    (COM)OGS734237N/AN/AN/AN/A
1LIFE HEALTHCARE INC    (COM)1602450N/AN/AN/AN/A
OWENS CORNING NEW    (COM)OC669276N/AN/AN/AN/A
PPG INDS INC    (COM)PPG327013N/AN/AN/AN/A
PAYPAL HLDGS INC    (COM)PYPL244656N/AN/AN/AN/A
PENUMBRA INC    (COM)254470N/AN/AN/AN/A
PINDUODUO INC    (SPONSORED ADS)391600N/AN/AN/AN/A
PROCTER AND GAMBLE CO    (COM)PG391879N/AN/AN/AN/A
REPLIGEN CORP    (COM)RGEN290310N/AN/AN/AN/A
REPUBLIC SVCS INC    (COM)RSG577704N/AN/AN/AN/A
RESMED INC    (COM)RMD220693N/AN/AN/AN/A
ROBERT HALF INTL INC    (COM)RHI824564N/AN/AN/AN/A
ROCKWELL AUTOMATION INC    (COM)ROK225466N/AN/AN/AN/A
ROPER TECHNOLOGIES INC    (COM)ROP139124N/AN/AN/AN/A
S&P GLOBAL INC    (COM)SPGI135595N/AN/AN/AN/A
SALESFORCE COM INC    (COM)CRM237398N/AN/AN/AN/A
HENRY SCHEIN INC    (COM)HSIC884224N/AN/AN/AN/A
SERVICE CORP INTL    (COM)SCI1106655N/AN/AN/AN/A
SERVICENOW INC    (COM)NOW93177N/AN/AN/AN/A
SNAP INC    (CL A)1299515N/AN/AN/AN/A
SOUTHWEST AIRLS CO    (COM)LUV1124000N/AN/AN/AN/A
SQUARE INC    (CL A)266299N/AN/AN/AN/A
STRYKER CORPORATION    (COM)SYK249445N/AN/AN/AN/A
SYNOPSYS INC    (COM)SNPS244306N/AN/AN/AN/A
SYSCO CORP    (COM)SYY688765N/AN/AN/AN/A
TAKE-TWO INTERACTIVE SOFTWAR    (COM)TTWO282236N/AN/AN/AN/A
TANDEM DIABETES CARE INC    (COM NEW)550837N/AN/AN/AN/A
TELADOC HEALTH INC    (COM)240558N/AN/AN/AN/A
THE TRADE DESK INC COM    (CL A)69279N/AN/AN/AN/A
THERMO FISHER SCIENTIFIC INC    (COM)TMO95309N/AN/AN/AN/A
THOR INDS INC    (COM)THO619661N/AN/AN/AN/A
TOPBUILD CORP    (COM)339400N/AN/AN/AN/A
UNITEDHEALTH GROUP INC    (COM)UNH141013N/AN/AN/AN/A
VEEVA SYS INC CL A    (COM)VEEV171000N/AN/AN/AN/A
VERISK ANALYTICS INC    (COM)VRSK286393N/AN/AN/AN/A
VISA INC COM    (CL A)V276978N/AN/AN/AN/A
WABTEC    (COM)WAB674971N/AN/AN/AN/A
WASTE MGMT INC DEL    (COM)WMI467721N/AN/AN/AN/A
WEX INC    (COM)WEX310273N/AN/AN/AN/A
WORKDAY INC    (CL A)WDAY257202N/AN/AN/AN/A
XILINX INC    (COM)XLNX363947N/AN/AN/AN/A
YUM BRANDS INC    (COM)YUM541850N/AN/AN/AN/A
ZENDESK INC    (COM)ZEN459331N/AN/AN/AN/A
ZILLOW GROUP INC    (CL A)Z534600N/AN/AN/AN/A
ZOETIS INC    (CL A)ZTS338897N/AN/AN/AN/A
ALLEGION PLC    (ORD SHS)ALLE512386N/AN/AN/AN/A
ACCENTURE PLC IRELAND SHS    (CLASS A)ACN239002N/AN/AN/AN/A
LINDE PLC    (SHS)226327N/AN/AN/AN/A
SPOTIFY TECHNOLOGY S A    (SHS)181931N/AN/AN/AN/A
ELASTIC N V    (ORD SHS)498705N/AN/AN/AN/A
COPA HOLDINGS SA    (CL A)CPA682629N/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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