Ardevora Asset Management

Latest statistics and disclosures from Ardevora Asset Management's latest quarterly 13F-HR filing:

Companies in the Ardevora Asset Management portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
MercadoLibre (MELI) 1.28 96414 -13% 507.73
Autohome Inc- 1.19 433617 NEW 105.12
Tandem Diabetes Care Inc 1.13 679536 -38% 63.50
Oaktree Cap 1.10 846252 -7% 49.65
Cadence Design Systems (CDNS) 1.08 652664 -22% 63.51
Grand Canyon Education (LOPE) 1.07 356148 +9% 114.51
Synopsys (SNPS) 1.06 351871 -14% 115.15
Eagle Materials (EXP) 1.05 475200 -17% 84.30
Roper Industries (ROP) 1.05 117270 -8% 341.97
MKS Instruments (MKSI) 1.04 427908 -17% 93.05
Kinder Morgan Inc. 1.03 1.98M -9% 20.01
Xylem 1.03 496600 -6% 79.04
Iqvia Holdings Inc 1.02 272122 -9% 143.85
ResMed (RMD) 1.01 371000 +12% 103.97
Edwards Lifesciences (EW) 1.01 202341 -15% 191.33
Visa (V) 1.01 247700 NEW 156.19
Cree (CREE) 1.01 676508 -19% 57.22
Mrc Global Inc cmn 1.01 2.20M -11% 17.48
Ambev Sa- 1.01 9.00M +4% 4.30
Melco Crown Entertainment (MPEL) 1.00 1.69M -18% 22.59
Ecolab (ECL) 1.00 217700 NEW 176.54
Stryker Corporation (SYK) 1.00 194664 -11% 197.52
American Water Works (AWK) 1.00 367005 -7% 104.26
Fortive 1.00 457225 -8% 83.89
MasterCard Incorporated (MA) 0.99 161300 NEW 235.45
Waste Management (WM) 0.99 365896 -8% 103.91
Xilinx (XLNX) 0.99 299526 -29% 126.79
Fiserv (FISV) 0.99 430272 -10% 88.28
Verisk Analytics (VRSK) 0.99 286100 NEW 133.00
MarketAxess Holdings (MKTX) 0.99 153265 NEW 246.08
Vail Resorts (MTN) 0.99 174268 +8% 217.30
Mondelez Int 0.99 760800 -9% 49.92
Amphenol Corporation (APH) 0.97 392248 -7% 94.44
Technipfmc 0.97 1.57M 23.52
Worldpay Ord 0.97 326184 -6% 113.50
Republic Services (RSG) 0.96 458064 -4% 80.38
Monolithic Power Systems (MPWR) 0.96 271780 -9% 135.49
Ralph Lauren Corp 0.96 281984 -13% 129.68
One Gas 0.96 412100 -4% 89.03
Iqiyi Inc. 0.96 1.54M NEW 23.92
Broadridge Financial Solutions (BR) 0.95 349347 -3% 103.69
V.F. Corporation (VFC) 0.95 419552 -9% 86.91
Rockwell Automation (ROK) 0.95 206400 -6% 175.46
Dollar General (DG) 0.95 304318 -9% 119.30
Te Connectivity Ltd for 0.95 449890 -7% 80.75
Tableau Software Inc Cl A 0.95 285138 -9% 127.28
Sally Beauty Holdings (SBH) 0.94 1.96M +5% 18.41
Jack Henry & Associates (JKHY) 0.94 258579 -3% 138.74
Magellan Midstream Partners (MMP) 0.94 591939 60.63
Workday Inc cl a 0.94 185626 -27% 192.85
Cintas Corporation (CTAS) 0.93 177000 NEW 202.11
Ingredion Incorporated 0.93 377800 94.69
Intercontinentalexchange 0.93 466503 76.14
Bausch Health Companies 0.93 1.44M -11% 24.70
NASDAQ OMX (NDAQ) 0.92 404026 -2% 87.49
General Electric Company (GE) 0.92 3.51M NEW 9.99
Celanese Corporation (CE) 0.92 357594 -11% 98.61
Repligen Corporation (RGEN) 0.92 594977 -2% 59.08
Allegion Plc equity 0.91 383600 NEW 90.71
Cerner Corporation (CERN) 0.90 602430 -4% 57.21
Maxim Integrated Products (MXIM) 0.90 646178 -5% 53.17
Chipotle Mexican Grill (CMG) 0.89 48200 -18% 710.31
Texas Roadhouse (TXRH) 0.89 546020 -2% 62.19
Thor Industries (THO) 0.88 541000 -19% 62.37
Grubhub 0.88 483700 NEW 69.47
Teradata Corporation (TDC) 0.87 758941 -23% 43.65
Danaher Corporation (DHR) 0.87 252724 -8% 132.02
Amc Networks Inc Cl A 0.87 585300 -6% 56.76
Neogen Corporation (NEOG) 0.86 571260 -4% 57.39
Navistar International Corporation (NAV) 0.86 1.02M -25% 32.30
Target Corporation (TGT) 0.85 406304 80.26
Baxter International (BAX) 0.84 394296 -5% 81.31
Intuit (INTU) 0.84 123304 -11% 261.41
Zoetis Inc Cl A 0.84 321024 100.67
Alibaba Group Holding Ltd Spon 0.84 176835 182.45
Thermo Fisher Scientific (TMO) 0.83 115792 -3% 273.72
Paypal Holdings 0.83 305504 -12% 103.84
Accenture 0.82 177696 176.02
Illumina (ILMN) 0.82 101212 +14% 310.69
VMware (VMW) 0.82 173736 -3% 180.51
Encompass Health Corp 0.82 538200 +5% 58.40
Microsoft Corporation (MSFT) 0.81 263313 117.94
Yum! Brands (YUM) 0.81 310324 -4% 99.81
Amazon (AMZN) 0.81 17500 NEW 1780.74
S&p Global 0.81 146626 -8% 210.55
McDonald's Corporation (MCD) 0.80 161436 +7% 189.90
Home Depot (HD) 0.79 157771 -3% 191.89
Procter & Gamble Company (PG) 0.79 292100 -3% 104.05
O'reilly Automotive Inc 0.79 78047 -2% 388.30
Twitter 0.79 915116 +3% 32.88
Alphabet Inc Class A cs 0.79 25700 NEW 1176.89
Texas Instruments Incorporated (TXN) 0.77 279088 -2% 106.07
Constellation Brands (STZ) 0.77 167616 +15% 175.33
Hp 0.77 1.52M -5% 19.43
Electronic Arts (ERTS) 0.76 285152 -14% 101.63
Analog Devices (ADI) 0.76 274916 -14% 105.27
Facebook Inc cl a 0.76 175300 -15% 166.69
Becton, Dickinson and (BDX) 0.75 115600 249.73
Lam Research Corporation (LRCX) 0.75 160908 -19% 179.01
Huntington Ingalls Inds. Inc. 0.75 138800 -5% 207.20
SYSCO Corporation (SYY) 0.74 423896 66.76
ConocoPhillips (COP) 0.74 426436 66.74
UnitedHealth (UNH) 0.74 115147 +8% 247.26
EOG Resources (EOG) 0.74 295996 +8% 95.18
Dex (DXCM) 0.74 238800 -19% 119.10
Square Inc cl a 0.74 377400 NEW 74.92
salesforce (CRM) 0.73 177600 NEW 158.37
Spotify Technology Sa 0.73 202700 NEW 138.80
Carnival Corporation (CCL) 0.66 494488 +5% 50.72
Chevron Corporation (CVX) 0.61 188912 123.18
Freeport-McMoRan Copper & Gold (FCX) 0.59 1.76M -5% 12.89

Past 13F-HR SEC Filings by Ardevora Asset Management

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