Ardevora Asset Management

Ardevora Asset Management as of March 31, 2019

Portfolio Holdings for Ardevora Asset Management

Ardevora Asset Management holds 111 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MercadoLibre (MELI) 1.3 $49M 96k 507.73
Autohome Inc- (ATHM) 1.2 $46M 434k 105.12
Tandem Diabetes Care (TNDM) 1.1 $43M 680k 63.50
Oaktree Cap 1.1 $42M 846k 49.65
Cadence Design Systems (CDNS) 1.1 $42M 653k 63.51
Grand Canyon Education (LOPE) 1.1 $41M 356k 114.51
Synopsys (SNPS) 1.1 $41M 352k 115.15
Eagle Materials (EXP) 1.1 $40M 475k 84.30
Roper Industries (ROP) 1.1 $40M 117k 341.97
MKS Instruments (MKSI) 1.0 $40M 428k 93.05
Kinder Morgan (KMI) 1.0 $40M 2.0M 20.01
Xylem (XYL) 1.0 $39M 497k 79.04
Iqvia Holdings (IQV) 1.0 $39M 272k 143.85
ResMed (RMD) 1.0 $39M 371k 103.97
Edwards Lifesciences (EW) 1.0 $39M 202k 191.33
Visa (V) 1.0 $39M 248k 156.19
Cree 1.0 $39M 677k 57.22
Mrc Global Inc cmn (MRC) 1.0 $39M 2.2M 17.48
Ambev Sa- (ABEV) 1.0 $39M 9.0M 4.30
Melco Crown Entertainment (MLCO) 1.0 $38M 1.7M 22.59
Ecolab (ECL) 1.0 $38M 218k 176.54
Stryker Corporation (SYK) 1.0 $39M 195k 197.52
American Water Works (AWK) 1.0 $38M 367k 104.26
Fortive (FTV) 1.0 $38M 457k 83.89
MasterCard Incorporated (MA) 1.0 $38M 161k 235.45
Waste Management (WM) 1.0 $38M 366k 103.91
Xilinx 1.0 $38M 300k 126.79
Fiserv (FI) 1.0 $38M 430k 88.28
Verisk Analytics (VRSK) 1.0 $38M 286k 133.00
MarketAxess Holdings (MKTX) 1.0 $38M 153k 246.08
Vail Resorts (MTN) 1.0 $38M 174k 217.30
Mondelez Int (MDLZ) 1.0 $38M 761k 49.92
Amphenol Corporation (APH) 1.0 $37M 392k 94.44
Technipfmc (FTI) 1.0 $37M 1.6M 23.52
Worldpay Ord 1.0 $37M 326k 113.50
Republic Services (RSG) 1.0 $37M 458k 80.38
Monolithic Power Systems (MPWR) 1.0 $37M 272k 135.49
Ralph Lauren Corp (RL) 1.0 $37M 282k 129.68
One Gas (OGS) 1.0 $37M 412k 89.03
Iqiyi (IQ) 1.0 $37M 1.5M 23.92
Broadridge Financial Solutions (BR) 0.9 $36M 349k 103.69
V.F. Corporation (VFC) 0.9 $37M 420k 86.91
Rockwell Automation (ROK) 0.9 $36M 206k 175.46
Dollar General (DG) 0.9 $36M 304k 119.30
Te Connectivity Ltd for (TEL) 0.9 $36M 450k 80.75
Tableau Software Inc Cl A 0.9 $36M 285k 127.28
Sally Beauty Holdings (SBH) 0.9 $36M 2.0M 18.41
Jack Henry & Associates (JKHY) 0.9 $36M 259k 138.74
Magellan Midstream Partners 0.9 $36M 592k 60.63
Workday Inc cl a (WDAY) 0.9 $36M 186k 192.85
Cintas Corporation (CTAS) 0.9 $36M 177k 202.11
Ingredion Incorporated (INGR) 0.9 $36M 378k 94.69
Intercontinental Exchange (ICE) 0.9 $36M 467k 76.14
Bausch Health Companies (BHC) 0.9 $36M 1.4M 24.70
Nasdaq Omx (NDAQ) 0.9 $35M 404k 87.49
General Electric Company 0.9 $35M 3.5M 9.99
Celanese Corporation (CE) 0.9 $35M 358k 98.61
Repligen Corporation (RGEN) 0.9 $35M 595k 59.08
Allegion Plc equity (ALLE) 0.9 $35M 384k 90.71
Cerner Corporation 0.9 $35M 602k 57.21
Maxim Integrated Products 0.9 $34M 646k 53.17
Chipotle Mexican Grill (CMG) 0.9 $34M 48k 710.31
Texas Roadhouse (TXRH) 0.9 $34M 546k 62.19
Thor Industries (THO) 0.9 $34M 541k 62.37
Grubhub 0.9 $34M 484k 69.47
Teradata Corporation (TDC) 0.9 $33M 759k 43.65
Danaher Corporation (DHR) 0.9 $33M 253k 132.02
Amc Networks Inc Cl A (AMCX) 0.9 $33M 585k 56.76
Neogen Corporation (NEOG) 0.9 $33M 571k 57.39
Navistar International Corporation 0.9 $33M 1.0M 32.30
Target Corporation (TGT) 0.8 $33M 406k 80.26
Baxter International (BAX) 0.8 $32M 394k 81.31
Intuit (INTU) 0.8 $32M 123k 261.41
Zoetis Inc Cl A (ZTS) 0.8 $32M 321k 100.67
Alibaba Group Holding (BABA) 0.8 $32M 177k 182.45
Thermo Fisher Scientific (TMO) 0.8 $32M 116k 273.72
Paypal Holdings (PYPL) 0.8 $32M 306k 103.84
Accenture (ACN) 0.8 $31M 178k 176.02
Illumina (ILMN) 0.8 $31M 101k 310.69
VMware 0.8 $31M 174k 180.51
Encompass Health Corp (EHC) 0.8 $31M 538k 58.40
Microsoft Corporation (MSFT) 0.8 $31M 263k 117.94
Yum! Brands (YUM) 0.8 $31M 310k 99.81
Amazon (AMZN) 0.8 $31M 18k 1780.74
S&p Global (SPGI) 0.8 $31M 147k 210.55
McDonald's Corporation (MCD) 0.8 $31M 161k 189.90
Home Depot (HD) 0.8 $30M 158k 191.89
Procter & Gamble Company (PG) 0.8 $30M 292k 104.05
O'reilly Automotive (ORLY) 0.8 $30M 78k 388.30
Twitter 0.8 $30M 915k 32.88
Alphabet Inc Class A cs (GOOGL) 0.8 $30M 26k 1176.89
Texas Instruments Incorporated (TXN) 0.8 $30M 279k 106.07
Constellation Brands (STZ) 0.8 $29M 168k 175.33
Hp (HPQ) 0.8 $30M 1.5M 19.43
Electronic Arts (EA) 0.8 $29M 285k 101.63
Analog Devices (ADI) 0.8 $29M 275k 105.27
Facebook Inc cl a (META) 0.8 $29M 175k 166.69
Becton, Dickinson and (BDX) 0.8 $29M 116k 249.73
Lam Research Corporation (LRCX) 0.8 $29M 161k 179.01
Huntington Ingalls Inds (HII) 0.8 $29M 139k 207.20
SYSCO Corporation (SYY) 0.7 $28M 424k 66.76
ConocoPhillips (COP) 0.7 $29M 426k 66.74
UnitedHealth (UNH) 0.7 $29M 115k 247.26
EOG Resources (EOG) 0.7 $28M 296k 95.18
Dex (DXCM) 0.7 $28M 239k 119.10
Square Inc cl a (SQ) 0.7 $28M 377k 74.92
salesforce (CRM) 0.7 $28M 178k 158.37
Spotify Technology Sa (SPOT) 0.7 $28M 203k 138.80
Carnival Corporation (CCL) 0.7 $25M 495k 50.72
Chevron Corporation (CVX) 0.6 $23M 189k 123.18
Freeport-McMoRan Copper & Gold (FCX) 0.6 $23M 1.8M 12.89