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 June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Tableau Software Inc Cl A 1.27 311838 +9% 166.02
Repligen Corporation (RGEN) 1.16 552877 -7% 85.95
Grubhub 1.16 609900 +26% 77.99
Dex (DXCM) 1.15 312700 +30% 149.84
Monolithic Power Systems (MPWR) 1.11 333780 +22% 135.78
Xilinx (XLNX) 1.10 380826 +27% 117.92
Iqvia Holdings Inc 1.10 280822 +3% 160.90
Bausch Health Companies 1.10 1.79M +23% 25.22
Cadence Design Systems (CDNS) 1.08 624064 -4% 70.81
Maxim Integrated Products (MXIM) 1.08 740578 +14% 59.82
General Electric Company (GE) 1.07 4.17M +19% 10.50
Stryker Corporation (SYK) 1.07 213564 +9% 205.58
Visa (V) 1.07 252730 +2% 173.55
Melco Crown Entertainment (MPEL) 1.06 1.99M +17% 21.72
Synopsys (SNPS) 1.06 337971 -3% 128.69
MarketAxess Holdings (MKTX) 1.06 134565 -12% 321.42
Ecolab (ECL) 1.05 218300 197.44
ResMed (RMD) 1.05 352700 -4% 122.03
Eagle Materials (EXP) 1.05 462000 -2% 92.70
Te Connectivity Ltd for 1.05 449290 95.78
Xylem 1.05 513400 +3% 83.64
Ambev Sa- 1.05 9.22M +2% 4.67
Allegion Plc equity 1.05 390000 110.55
Edwards Lifesciences (EW) 1.04 229641 +13% 184.74
Cintas Corporation (CTAS) 1.04 178800 237.29
MercadoLibre (MELI) 1.04 69514 -27% 611.78
Celanese Corporation (CE) 1.04 394194 +10% 107.80
Dollar General (DG) 1.04 314318 +3% 135.16
Atlassian Corp Plc cl a 1.04 325400 NEW 130.84
MasterCard Incorporated (MA) 1.03 159000 264.53
Waste Management (WM) 1.03 365696 115.37
Amphenol Corporation (APH) 1.03 440848 +12% 95.94
Rockwell Automation (ROK) 1.03 256500 +24% 163.83
Navistar International Corporation (NAV) 1.03 1.23M +20% 34.45
Iqiyi Inc. 1.03 2.04M +32% 20.65
NASDAQ OMX (NDAQ) 1.02 434126 +7% 96.17
Teradata Corporation (TDC) 1.02 1.16M +53% 35.85
Roper Industries (ROP) 1.02 114170 -2% 366.26
Thor Industries (THO) 1.02 712800 +31% 58.45
Verisk Analytics (VRSK) 1.02 285800 146.46
Ingredion Incorporated 1.02 506300 +34% 82.49
V.F. Corporation (VFC) 1.01 472552 +12% 87.35
Kinder Morgan Inc. 1.01 1.98M 20.88
Mondelez Int 1.01 767929 53.90
Intercontinentalexchange 1.01 478603 +2% 85.94
Broadridge Financial Solutions (BR) 1.00 320347 -8% 127.68
Fiserv (FISV) 1.00 448072 +4% 91.16
Magellan Midstream Partners (MMP) 1.00 639739 +8% 64.00
Oaktree Cap 1.00 824452 -2% 49.54
Fortive 1.00 502625 +9% 81.52
Republic Services (RSG) 0.99 468864 +2% 86.64
Texas Roadhouse (TXRH) 0.99 756520 +38% 53.67
Jack Henry & Associates (JKHY) 0.99 301579 +16% 133.92
American Water Works (AWK) 0.99 350805 -4% 116.00
Vail Resorts (MTN) 0.97 178268 +2% 223.18
Tandem Diabetes Care Inc 0.97 614636 -9% 64.52
Cree (CREE) 0.96 697408 +3% 56.18
Workday Inc cl a 0.96 190126 +2% 205.58
One Gas 0.96 432800 +5% 90.30
Grand Canyon Education (LOPE) 0.95 333748 -6% 117.02
Illumina (ILMN) 0.91 100612 368.15
Sally Beauty Holdings (SBH) 0.90 2.77M +41% 13.34
Analog Devices (ADI) 0.89 322116 +17% 112.87
Spotify Technology Sa 0.89 248900 +22% 146.22
Huntington Ingalls Inds. Inc. 0.88 161100 +16% 224.74
Penumbra 0.88 225600 NEW 160.00
Zoetis Inc Cl A 0.87 314624 113.49
Autohome Inc- 0.87 417339 -3% 85.62
IDEXX Laboratories (IDXX) 0.86 127100 NEW 275.33
Chipotle Mexican Grill (CMG) 0.86 48000 732.88
Square Inc cl a 0.86 482900 +27% 72.53
Electronic Arts (ERTS) 0.85 342252 +20% 101.26
Yum! Brands (YUM) 0.85 313424 110.67
Danaher Corporation (DHR) 0.85 243324 -3% 142.92
Microsoft Corporation (MSFT) 0.84 256213 -2% 133.96
Thermo Fisher Scientific (TMO) 0.84 117192 293.68
Becton, Dickinson and (BDX) 0.84 135700 +17% 252.01
EOG Resources (EOG) 0.84 370796 +25% 93.16
MSCI (MSCI) 0.84 143300 NEW 238.79
McDonald's Corporation (MCD) 0.83 162836 207.66
Baxter International (BAX) 0.83 412296 +4% 81.90
Texas Instruments Incorporated (TXN) 0.83 297488 +6% 114.76
Amazon (AMZN) 0.83 17991 +2% 1893.61
Home Depot (HD) 0.82 160671 207.97
Fair Isaac Corporation (FICO) 0.82 106500 NEW 314.02
Lam Research Corporation (LRCX) 0.82 178208 +10% 187.84
Facebook Inc cl a 0.82 174700 193.00
S&p Global 0.82 147826 227.79
Atmos Energy Corporation (ATO) 0.81 313600 NEW 105.56
Paypal Holdings 0.81 290004 -5% 114.46
ConocoPhillips (COP) 0.80 536036 +25% 61.00
Procter & Gamble Company (PG) 0.80 297000 109.65
Accenture 0.80 177396 184.77
Constellation Brands (STZ) 0.80 166316 196.94
Intuit (INTU) 0.80 124504 261.33
Alibaba Group Holding Ltd Spon 0.79 191235 +8% 169.45
Worldpay Ord 0.79 264784 -18% 122.55
UnitedHealth (UNH) 0.77 129047 +12% 244.01
salesforce (CRM) 0.77 207626 +16% 151.73
O'reilly Automotive Inc 0.76 83747 +7% 369.31
SYSCO Corporation (SYY) 0.75 435096 +2% 70.72
Twitter 0.75 876716 -4% 34.90
American Electric Power Company (AEP) 0.74 344800 NEW 88.01
Alphabet Inc Class A cs 0.73 27600 +7% 1082.79
VMware (VMW) 0.70 171736 167.21
Chevron Corporation (CVX) 0.63 206012 +9% 124.44

Past 13F-HR SEC Filings by Ardevora Asset Management

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