0001608108-19-000004.txt : 20190424
0001608108-19-000004.hdr.sgml : 20190424
20190424105746
ACCESSION NUMBER: 0001608108-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190424
DATE AS OF CHANGE: 20190424
EFFECTIVENESS DATE: 20190424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Ardevora Asset Management LLP
CENTRAL INDEX KEY: 0001608108
IRS NUMBER: 000000000
FISCAL YEAR END: 0331
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16500
FILM NUMBER: 19762978
BUSINESS ADDRESS:
STREET 1: 6 NEW BRIDGE STREET
CITY: LONDON
STATE: X0
ZIP: EC4V 6AB
BUSINESS PHONE: 0044 207 842 0641
MAIL ADDRESS:
STREET 1: 6 NEW BRIDGE STREET
CITY: LONDON
STATE: X0
ZIP: EC4V 6AB
13F-HR
1
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0001608108
XXXXXXXX
03-31-2019
03-31-2019
Ardevora Asset Management LLP
6 NEW BRIDGE STREET
LONDON
X0
EC4V 6AB
13F HOLDINGS REPORT
028-16500
N
Paul Synnott
Head of Operations
2078420643
Paul Synnott
London
X0
04-24-2019
0
111
3827893
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INFORMATION TABLE
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2019Q1_13fHRInfoTable.xml
2019Q1_13FHRINFOTABLE.XML
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CLASS A
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177696
SH
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177696
0
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ALIBABA GROUP HLDG LTD
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01609W102
32264
176835
SH
SOLE
176835
0
0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
34796
383600
SH
SOLE
383600
0
0
ALPHABET INC CAP STK
CL A
02079K305
30246
25700
SH
SOLE
25700
0
0
AMAZON COM INC
COM
023135106
31163
17500
SH
SOLE
17500
0
0
AMBEV SA SPONSORED
ADR
02319V103
38721
9004777
SH
SOLE
9004777
0
0
AMC NETWORKS INC
CL A
00164V103
33222
585300
SH
SOLE
585300
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
38264
367005
SH
SOLE
367005
0
0
AMPHENOL CORP NEW
CL A
032095101
37044
392248
SH
SOLE
392248
0
0
ANALOG DEVICES INC
COM
032654105
28940
274916
SH
SOLE
274916
0
0
AUTOHOME INC SP ADR RP
CL A
05278C107
45582
433617
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SOLE
433617
0
0
BAUSCH HEALTH COS INC
COM
071734107
35682
1444620
SH
SOLE
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0
0
BAXTER INTL INC
COM
071813109
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394296
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SOLE
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0
BECTON DICKINSON & CO
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28869
115600
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BROADRIDGE FINL SOLUTIONS IN
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CADENCE DESIGN SYSTEM INC
COM
127387108
41451
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CARNIVAL CORP
UNIT 99/99/9999
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25080
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SOLE
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CELANESE CORP DEL
COM
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CERNER CORP
COM
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CHEVRON CORP NEW
COM
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23270
188912
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SOLE
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CHIPOTLE MEXICAN GRILL INC
COM
169656105
34237
48200
SH
SOLE
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0
0
CINTAS CORP
COM
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35773
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SH
SOLE
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0
0
CONOCOPHILLIPS
COM
20825C104
28460
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SH
SOLE
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CONSTELLATION BRANDS INC
CL A
21036P108
29388
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SOLE
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0
CREE INC
COM
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38710
676508
SH
SOLE
676508
0
0
DANAHER CORPORATION
COM
235851102
33365
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SOLE
252724
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0
DEXCOM INC
COM
252131107
28441
238800
SH
SOLE
238800
0
0
DOLLAR GEN CORP NEW
COM
256677105
36305
304318
SH
SOLE
304318
0
0
EAGLE MATERIALS INC
COM
26969P108
40059
475200
SH
SOLE
475200
0
0
ECOLAB INC
COM
278865100
38433
217700
SH
SOLE
217700
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
38714
202341
SH
SOLE
202341
0
0
ELECTRONIC ARTS INC
COM
285512109
28980
285152
SH
SOLE
285152
0
0
ENCOMPASS HEALTH CORP
COM
29261A100
31431
538200
SH
SOLE
538200
0
0
EOG RES INC
COM
26875P101
28173
295996
SH
SOLE
295996
0
0
FACEBOOK INC
CL A
30303M102
29221
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SH
SOLE
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FISERV INC
COM
337738108
37984
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SH
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430272
0
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FORTIVE CORP
COM
34959J108
38357
457225
SH
SOLE
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0
0
FREEPORT-MCMORAN INC
CL B
35671D857
22706
1761512
SH
SOLE
1761512
0
0
GENERAL ELECTRIC CO
COM
369604103
35030
3506500
SH
SOLE
3506500
0
0
GRAND CANYON ED INC
COM
38526M106
40783
356148
SH
SOLE
356148
0
0
GRUBHUB INC
COM
400110102
33603
483700
SH
SOLE
483700
0
0
HOME DEPOT INC
COM
437076102
30275
157771
SH
SOLE
157771
0
0
HP INC
COM
40434L105
29506
1518600
SH
SOLE
1518600
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
28759
138800
SH
SOLE
138800
0
0
ILLUMINA INC
COM
452327109
31446
101212
SH
SOLE
101212
0
0
INGREDION INC
COM
457187102
35774
377800
SH
SOLE
377800
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
35520
466503
SH
SOLE
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0
0
INTUIT
COM
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32233
123304
SH
SOLE
123304
0
0
IQIYI INC
SPONSORED ADS
46267X108
36813
1539011
SH
SOLE
1539011
0
0
IQVIA HLDGS INC
COM
46266C105
39145
272122
SH
SOLE
272122
0
0
HENRY JACK & ASSOC INC
COM
426281101
35875
258579
SH
SOLE
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0
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KINDER MORGAN INC DEL
COM
49456B101
39574
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SH
SOLE
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0
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LAM RESEARCH CORP
COM
512807108
28804
160908
SH
SOLE
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0
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MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
35889
591939
SH
SOLE
591939
0
0
MARKETAXESS HLDGS INC
COM
57060D108
37715
153265
SH
SOLE
153265
0
0
MASTERCARD INC
CL A
57636Q104
37978
161300
SH
SOLE
161300
0
0
MAXIM INTEGRATED PRODS INC
COM
57772K101
34357
646178
SH
SOLE
646178
0
0
MCDONALDS CORP
COM
580135101
30657
161436
SH
SOLE
161436
0
0
MELCO RESORTS AND ENTMT LTD
ADR
585464100
38279
1694526
SH
SOLE
1694526
0
0
MERCADOLIBRE INC
COM
58733R102
48952
96414
SH
SOLE
96414
0
0
MICROSOFT CORP
COM
594918104
31055
263313
SH
SOLE
263313
0
0
MKS INSTRUMENT INC
COM
55306N104
39817
427908
SH
SOLE
427908
0
0
MONDELEZ INTL INC
CL A
609207105
37979
760800
SH
SOLE
760800
0
0
MONOLITHIC PWR SYS INC
COM
609839105
36823
271780
SH
SOLE
271780
0
0
MRC GLOBAL INC
COM
55345K103
38512
2203195
SH
SOLE
2203195
0
0
NASDAQ INC
COM
631103108
35348
404026
SH
SOLE
404026
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
32938
1019742
SH
SOLE
1019742
0
0
NEOGEN CORP
COM
640491106
32785
571260
SH
SOLE
571260
0
0
OAKTREE CAP GROUP LLC UNIT
CL A
674001201
42016
846252
SH
SOLE
846252
0
0
ONE GAS INC
COM
68235P108
36689
412100
SH
SOLE
412100
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
30306
78047
SH
SOLE
78047
0
0
PAYPAL HLDGS INC
COM
70450Y103
31724
305504
SH
SOLE
305504
0
0
PROCTER AND GAMBLE CO
COM
742718109
30393
292100
SH
SOLE
292100
0
0
RALPH LAUREN CORP
CL A
751212101
36568
281984
SH
SOLE
281984
0
0
REPLIGEN CORP
COM
759916109
35151
594977
SH
SOLE
594977
0
0
REPUBLIC SVCS INC
COM
760759100
36819
458064
SH
SOLE
458064
0
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RESMED INC
COM
761152107
38573
371000
SH
SOLE
371000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
36215
206400
SH
SOLE
206400
0
0
ROPER TECHNOLOGIES INC
COM
776696106
40103
117270
SH
SOLE
117270
0
0
S&P GLOBAL INC
COM
78409V104
30872
146626
SH
SOLE
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0
0
SALESFORCE COM INC
COM
79466L302
28127
177600
SH
SOLE
177600
0
0
SALLY BEAUTY HLDGS INC
COM
79546E104
36019
1956500
SH
SOLE
1956500
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
28135
202700
SH
SOLE
202700
0
0
SQUARE INC
CL A
852234103
28275
377400
SH
SOLE
377400
0
0
STRYKER CORP
COM
863667101
38450
194664
SH
SOLE
194664
0
0
SYNOPSYS INC
COM
871607107
40518
351871
SH
SOLE
351871
0
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SYSCO CORP
COM
871829107
28299
423896
SH
SOLE
423896
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
36292
285138
SH
SOLE
285138
0
0
TANDEM DIABETES CARE INC
COM NEW
875372203
43151
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SH
SOLE
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0
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TARGET CORP
COM
87612E106
32610
406304
SH
SOLE
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0
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TE CONNECTIVITY LTD
REG SHS
H84989104
36329
449890
SH
SOLE
449890
0
0
TECHNIPFMC PLC
COM
G87110105
36941
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SH
SOLE
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0
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TERADATA CORP DEL
COM
88076W103
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SOLE
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TEXAS INSTRS INC
COM
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SH
SOLE
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TEXAS ROADHOUSE INC
COM
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SH
SOLE
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THERMO FISHER SCIENTIFIC INC
COM
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SH
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THOR INDS INC
COM
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TWITTER INC
COM
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UNITEDHEALTH GROUP INC
COM
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VAIL RESORTS INC
COM
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VERISK ANALYTICS INC
COM
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V F CORP
COM
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VISA INC COM
CL A
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VMWARE INC CL A
COM
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WASTE MGMT INC DEL
COM
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WORKDAY INC
CL A
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WORLDPAY INC
CL A
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XILINX INC
COM
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XYLEM INC
COM
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YUM BRANDS INC
COM
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ZOETIS INC
CL A
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