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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-28) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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