MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Ardevora Asset Management LLP |
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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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Investing Just Like Ardevora Asset Management LLP
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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