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Institutional Investment Manager
Ardevora Asset Management LLP
Ardevora Asset Management LLP (CIK: 0001608108), located at 6 New Bridge Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 84 holdings with a total value of $688,464,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ALEXION PHARMACEUTIC 59,523 9,309,000 1.35%
52 PPG INDS INC 109,560 9,607,000 1.40%
53 WABTEC CORP 109,700 9,659,000 1.40%
54 IPG PHOTONICS CORP 128,600 9,770,000 1.42%
55 GILEAD SCIENCES INC 99,800 9,799,000 1.42%
56 NEWMARKET CORP 27,468 9,806,000 1.42%
57 SOUTHWEST AIRLS CO 258,360 9,828,000 1.43%
58 KROGER CO 274,700 9,908,000 1.44%
59 CVS HEALTH CORP 102,700 9,908,000 1.44%
60 MOODYS CORP 100,903 9,909,000 1.44%
61 SYNOPSYS INC 215,000 9,929,000 1.44%
62 A O SMITH 153,800 10,026,000 1.46%
63 SERVICENOW INC 144,700 10,049,000 1.46%
64 HENRY SCHEIN INC 76,044 10,093,000 1.47%
65 MEDNAX INC 133,111 10,222,000 1.48%
66 F5 NETWORKS INC 89,911 10,412,000 1.51%
67 ROBERT HALF INTL INC 204,000 10,437,000 1.52%
68 CINTAS CORP 121,772 10,442,000 1.52%
69 DOMINOS PIZZA INC 96,900 10,456,000 1.52%
70 FISERV INC 120,800 10,462,000 1.52%
71 NETEASE INC 87,300 10,486,000 1.52%
72 KIMBERLY CLARK CORP 97,400 10,620,000 1.54%
73 NVIDIA CORPORATION 432,500 10,661,000 1.55%
74 ELECTRONIC ARTS INC 158,067 10,709,000 1.56%
75 ADOBE INC 130,342 10,717,000 1.56%
76 ROPER TECHNOLOGIES INC 68,514 10,736,000 1.56%
77 TJX COS INC NEW 151,585 10,826,000 1.57%
78 BROADRIDGE FINL SOLUTIONS IN 197,143 10,912,000 1.58%
79 DR PEPPER SNAPPLE GROUP INC 138,300 10,933,000 1.59%
80 ULTIMATE SOFTWARE GROUP INCORPORATED 61,200 10,955,000 1.59%
81 COSTCO WHSL CORP NEW 75,802 10,959,000 1.59%
82 CONSTELLATION BRANDS INC 89,000 11,144,000 1.62%
83 IDEXX LAB 162,800 12,088,000 1.76%
84 JETBLUE AIRWAYS CORP 486,700 12,542,000 1.82%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608108-15-000007, filed 2015.10.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.