Ardevora Asset Management LLP Buys Cognex Corp, Applied Materials Inc, Brookfield Asset Management Inc, Sells Teradata Corp, GrubHub Inc, VMware Inc

• Added Positions: CGNX, AMAT, BAM, TWTR, NGVT, ATHM, ABEV, CREE, IDXX, TEAM, XLNX, VFC, BR, SYK, AWK, MMP, WDAY, BAX, STZ, OGS, DXCM, TXRH, TXN, BDX, TNDM, IQV, ECL, TEL, ADBE, MTN, AMZN, MPWR, EA, ROP, TMO, NAV, ADI, KMI, CRM, ATO, MMM, ICE, JKHY, MXIM, MLCO, XYL, ACN, HD, FISV, NDAQ, DG, PYPL, RSG, SPGI, FB, V, INGR, BHC, CE, SYY, UNH, SQ, COP, GOOGL, CSX, BABA, HUM, EXP, FTV, MSFT, NSC, ILMN, ORLY, CHTR, SPOT, EW, HII, FAST, ROK, PEN, GE, AEP, KSU, CVX, APH, LRCX, ALLE, SBH, CDNS, FIS, RMD, CTAS, VRSK, INTU, MELI, MKTX, DHR, MSCI,
• Sold Out: TDC, GRUB, VMW, IQ, EOG, LOPE,

For the details of Ardevora Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/ardevora+asset+management+llp/current-portfolio/portfolio

1. DexCom Inc (DXCM) - 297,100 shares, 1.46% of the total portfolio. Shares added by 20.38%
2. Thor Industries Inc (THO) - 868,300 shares, 1.45% of the total portfolio. Shares added by 0.81%
3. Bausch Health Companies Inc (BHC) - 2,140,020 shares, 1.44% of the total portfolio. Shares added by 11.67%
4. Humana Inc (HUM) - 172,700 shares, 1.42% of the total portfolio. Shares added by 10.71%
5. Adobe Inc (ADBE) - 181,100 shares, 1.34% of the total portfolio. Shares added by 19.22%

Ardevora Asset Management LLP added to a holding in Cognex Corp by 105.00%. The purchase prices were between $46.21 and $56.51, with an estimated average price of $51.84. The stock is now traded at around $54.14. The impact to a portfolio due to this purchase was 0.62%. The holding were 963,500 shares as of .

Ardevora Asset Management LLP added to a holding in Applied Materials Inc by 95.83%. The purchase prices were between $49.31 and $62.35, with an estimated average price of $56.41. The stock is now traded at around $63.32. The impact to a portfolio due to this purchase was 0.58%. The holding were 865,000 shares as of .

Ardevora Asset Management LLP added to a holding in Brookfield Asset Management Inc by 82.48%. The purchase prices were between $50.84 and $58.41, with an estimated average price of $56. The stock is now traded at around $62.78. The impact to a portfolio due to this purchase was 0.55%. The holding were 929,458 shares as of .

Ardevora Asset Management LLP added to a holding in Twitter Inc by 74.20%. The purchase prices were between $28.89 and $40.8, with an estimated average price of $32.75. The stock is now traded at around $33.39. The impact to a portfolio due to this purchase was 0.43%. The holding were 1,395,916 shares as of .

Ardevora Asset Management LLP added to a holding in Autohome Inc by 42.97%. The purchase prices were between $65.83 and $89.58, with an estimated average price of $77.68. The stock is now traded at around $80.29. The impact to a portfolio due to this purchase was 0.32%. The holding were 599,889 shares as of .

Ardevora Asset Management LLP added to a holding in Ingevity Corp by 52.45%. The purchase prices were between $78.04 and $94.05, with an estimated average price of $87.62. The stock is now traded at around $64.75. The impact to a portfolio due to this purchase was 0.32%. The holding were 479,000 shares as of .

Ardevora Asset Management LLP sold out a holding in Teradata Corp. The sale prices were between $25.23 and $31.12, with an estimated average price of $27.74.

Ardevora Asset Management LLP sold out a holding in GrubHub Inc. The sale prices were between $33.11 and $59.02, with an estimated average price of $45.62.

Ardevora Asset Management LLP sold out a holding in VMware Inc. The sale prices were between $147.08 and $172.82, with an estimated average price of $156.75.

Ardevora Asset Management LLP sold out a holding in iQIYI Inc. The sale prices were between $15.69 and $21.61, with an estimated average price of $18.49.

Ardevora Asset Management LLP sold out a holding in Grand Canyon Education Inc. The sale prices were between $84.42 and $100.63, with an estimated average price of $92.15.

Ardevora Asset Management LLP sold out a holding in EOG Resources Inc. The sale prices were between $64.44 and $83.81, with an estimated average price of $73.43.