Ardevora Asset Management as of Dec. 31, 2018
Portfolio Holdings for Ardevora Asset Management
Ardevora Asset Management holds 106 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tandem Diabetes Care (TNDM) | 1.2 | $42M | 1.1M | 37.97 | |
| Workday Inc cl a (WDAY) | 1.2 | $41M | 256k | 159.68 | |
| Teradata Corporation (TDC) | 1.1 | $38M | 990k | 38.36 | |
| Tableau Software Inc Cl A | 1.1 | $38M | 316k | 120.00 | |
| ResMed (RMD) | 1.1 | $38M | 330k | 113.87 | |
| Edwards Lifesciences (EW) | 1.1 | $37M | 239k | 153.17 | |
| Cadence Design Systems (CDNS) | 1.1 | $37M | 844k | 43.48 | |
| Te Connectivity Ltd for (TEL) | 1.1 | $37M | 485k | 75.63 | |
| Melco Crown Entertainment (MLCO) | 1.1 | $37M | 2.1M | 17.62 | |
| Dollar General (DG) | 1.1 | $36M | 336k | 108.08 | |
| Oaktree Cap | 1.1 | $36M | 912k | 39.75 | |
| Xilinx | 1.1 | $36M | 422k | 85.17 | |
| Celanese Corporation (CE) | 1.1 | $36M | 402k | 89.97 | |
| Cree | 1.1 | $36M | 842k | 42.78 | |
| Church & Dwight (CHD) | 1.1 | $36M | 547k | 65.76 | |
| American Water Works (AWK) | 1.1 | $36M | 397k | 90.77 | |
| Microchip Technology (MCHP) | 1.1 | $36M | 497k | 71.92 | |
| Dex (DXCM) | 1.1 | $36M | 298k | 119.80 | |
| Michael Kors Holdings | 1.1 | $36M | 940k | 37.92 | |
| Waste Management (WM) | 1.1 | $35M | 398k | 88.99 | |
| Navistar International Corporation | 1.1 | $36M | 1.4M | 25.95 | |
| Xylem (XYL) | 1.1 | $35M | 531k | 66.72 | |
| Broadridge Financial Solutions (BR) | 1.1 | $35M | 363k | 96.25 | |
| Eagle Materials (EXP) | 1.1 | $35M | 573k | 61.03 | |
| Fiserv (FI) | 1.1 | $35M | 479k | 73.49 | |
| Eaton Vance | 1.1 | $35M | 992k | 35.18 | |
| Intercontinental Exchange (ICE) | 1.1 | $35M | 466k | 75.33 | |
| Republic Services (RSG) | 1.0 | $35M | 482k | 72.09 | |
| Maxim Integrated Products | 1.0 | $35M | 683k | 50.85 | |
| Stryker Corporation (SYK) | 1.0 | $35M | 221k | 156.75 | |
| Thor Industries (THO) | 1.0 | $35M | 668k | 52.00 | |
| Monolithic Power Systems (MPWR) | 1.0 | $35M | 299k | 116.25 | |
| Kansas City Southern | 1.0 | $35M | 364k | 95.45 | |
| Iqvia Holdings (IQV) | 1.0 | $35M | 300k | 116.17 | |
| Synopsys (SNPS) | 1.0 | $35M | 410k | 84.24 | |
| Amphenol Corporation (APH) | 1.0 | $34M | 423k | 81.02 | |
| Amc Networks Inc Cl A (AMCX) | 1.0 | $34M | 624k | 54.88 | |
| One Gas (OGS) | 1.0 | $34M | 432k | 79.60 | |
| Roper Industries (ROP) | 1.0 | $34M | 128k | 266.52 | |
| Neogen Corporation (NEOG) | 1.0 | $34M | 597k | 57.00 | |
| Nasdaq Omx (NDAQ) | 1.0 | $34M | 414k | 81.57 | |
| Vail Resorts (MTN) | 1.0 | $34M | 161k | 210.82 | |
| Jack Henry & Associates (JKHY) | 1.0 | $34M | 267k | 126.52 | |
| Magellan Midstream Partners | 1.0 | $34M | 592k | 57.06 | |
| Ralph Lauren Corp (RL) | 1.0 | $34M | 327k | 103.46 | |
| Ingredion Incorporated (INGR) | 1.0 | $34M | 370k | 91.40 | |
| Mondelez Int (MDLZ) | 1.0 | $34M | 839k | 40.03 | |
| Ambev Sa- (ABEV) | 1.0 | $34M | 8.6M | 3.92 | |
| Fortive (FTV) | 1.0 | $34M | 500k | 67.66 | |
| MKS Instruments (MKSI) | 1.0 | $33M | 518k | 64.61 | |
| Texas Roadhouse (TXRH) | 1.0 | $34M | 561k | 59.70 | |
| Kinder Morgan (KMI) | 1.0 | $34M | 2.2M | 15.38 | |
| Cerner Corporation | 1.0 | $33M | 629k | 52.44 | |
| V.F. Corporation (VFC) | 1.0 | $33M | 462k | 71.34 | |
| Quest Diagnostics Incorporated (DGX) | 1.0 | $33M | 396k | 83.27 | |
| Rockwell Automation (ROK) | 1.0 | $33M | 220k | 150.48 | |
| Hp (HPQ) | 1.0 | $33M | 1.6M | 20.46 | |
| MercadoLibre (MELI) | 1.0 | $33M | 112k | 292.85 | |
| Repligen Corporation (RGEN) | 1.0 | $32M | 612k | 52.74 | |
| Southwest Airlines (LUV) | 1.0 | $32M | 692k | 46.48 | |
| Sally Beauty Holdings (SBH) | 0.9 | $32M | 1.9M | 17.05 | |
| Grand Canyon Education (LOPE) | 0.9 | $31M | 326k | 96.14 | |
| Mednax (MD) | 0.9 | $32M | 954k | 33.00 | |
| Encompass Health Corp (EHC) | 0.9 | $32M | 511k | 61.70 | |
| Mrc Global Inc cmn (MRC) | 0.9 | $31M | 2.5M | 12.23 | |
| Technipfmc (FTI) | 0.9 | $31M | 1.6M | 19.58 | |
| Bausch Health Companies (BHC) | 0.9 | $30M | 1.6M | 18.47 | |
| Yum! Brands (YUM) | 0.9 | $30M | 325k | 91.92 | |
| Paypal Holdings (PYPL) | 0.9 | $29M | 348k | 84.09 | |
| Danaher Corporation (DHR) | 0.8 | $28M | 276k | 103.12 | |
| Home Depot (HD) | 0.8 | $28M | 163k | 171.82 | |
| Huntington Ingalls Inds (HII) | 0.8 | $28M | 147k | 190.31 | |
| Baxter International (BAX) | 0.8 | $28M | 419k | 65.82 | |
| Procter & Gamble Company (PG) | 0.8 | $28M | 303k | 91.92 | |
| O'reilly Automotive (ORLY) | 0.8 | $28M | 80k | 344.33 | |
| Analog Devices (ADI) | 0.8 | $28M | 321k | 85.83 | |
| Intuit (INTU) | 0.8 | $27M | 139k | 196.85 | |
| Microsoft Corporation (MSFT) | 0.8 | $27M | 265k | 101.57 | |
| Bristol Myers Squibb (BMY) | 0.8 | $27M | 518k | 51.98 | |
| ConocoPhillips (COP) | 0.8 | $27M | 431k | 62.35 | |
| Target Corporation (TGT) | 0.8 | $27M | 411k | 66.09 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $27M | 286k | 94.50 | |
| Lam Research Corporation (LRCX) | 0.8 | $27M | 199k | 136.17 | |
| Facebook Inc cl a (META) | 0.8 | $27M | 207k | 131.09 | |
| Zoetis Inc Cl A (ZTS) | 0.8 | $27M | 316k | 85.54 | |
| S&p Global (SPGI) | 0.8 | $27M | 160k | 169.94 | |
| McDonald's Corporation (MCD) | 0.8 | $27M | 150k | 177.57 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $27M | 119k | 223.79 | |
| Illumina (ILMN) | 0.8 | $27M | 89k | 299.93 | |
| Worldpay Ord | 0.8 | $27M | 348k | 76.43 | |
| SYSCO Corporation (SYY) | 0.8 | $26M | 421k | 62.66 | |
| Electronic Arts (EA) | 0.8 | $26M | 335k | 78.91 | |
| UnitedHealth (UNH) | 0.8 | $26M | 106k | 249.12 | |
| Becton, Dickinson and (BDX) | 0.8 | $26M | 115k | 225.32 | |
| Activision Blizzard | 0.8 | $26M | 560k | 46.57 | |
| Chipotle Mexican Grill (CMG) | 0.8 | $26M | 59k | 431.78 | |
| 0.8 | $25M | 882k | 28.74 | ||
| Accenture (ACN) | 0.7 | $25M | 176k | 141.01 | |
| VMware | 0.7 | $25M | 180k | 137.13 | |
| Alibaba Group Holding (BABA) | 0.7 | $25M | 180k | 137.07 | |
| Allergan | 0.7 | $24M | 182k | 133.66 | |
| EOG Resources (EOG) | 0.7 | $24M | 272k | 87.21 | |
| Constellation Brands (STZ) | 0.7 | $23M | 146k | 160.82 | |
| Carnival Corporation (CCL) | 0.7 | $23M | 470k | 49.30 | |
| Chevron Corporation (CVX) | 0.6 | $21M | 192k | 108.79 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.6 | $19M | 1.9M | 10.31 |
