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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: 2021-01-14) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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