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Ardevora Asset Management LLP Buys Snap Inc, Elastic NV, ResMed Inc, Sells MSCI Inc, Atlassian Corporation PLC, DexCom Inc

London, X0, based Investment company Ardevora Asset Management LLP (Current Portfolio) buys Snap Inc, Elastic NV, ResMed Inc, Livongo Health Inc, Bio-Rad Laboratories Inc, sells MSCI Inc, Atlassian Corporation PLC, DexCom Inc, Dollar General Corp, Repligen Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Ardevora Asset Management LLP. As of 2020Q2, Ardevora Asset Management LLP owns 117 stocks with a total value of $5.1 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Ardevora Asset Management LLP
  1. Alibaba Group Holding Ltd (BABA) - 280,635 shares, 1.18% of the total portfolio. Shares added by 61.72%
  2. Tandem Diabetes Care Inc (TNDM) - 588,037 shares, 1.14% of the total portfolio. Shares reduced by 12.5%
  3. Spotify Technology SA (SPOT) - 215,231 shares, 1.09% of the total portfolio. Shares reduced by 27.8%
  4. Electronic Arts Inc (EA) - 402,303 shares, 1.04% of the total portfolio. Shares added by 0.81%
  5. Snap Inc (SNAP) - 2,260,615 shares, 1.04% of the total portfolio. New Position
New Purchase: Snap Inc (SNAP)

Ardevora Asset Management LLP initiated holding in Snap Inc. The purchase prices were between $11.06 and $24.48, with an estimated average price of $17.63. The stock is now traded at around $22.84. The impact to a portfolio due to this purchase was 1.04%. The holding were 2,260,615 shares as of .

New Purchase: Elastic NV (ESTC)

Ardevora Asset Management LLP initiated holding in Elastic NV. The purchase prices were between $47.39 and $93.47, with an estimated average price of $72.65. The stock is now traded at around $90.44. The impact to a portfolio due to this purchase was 0.96%. The holding were 533,805 shares as of .

New Purchase: Livongo Health Inc (LVGO)

Ardevora Asset Management LLP initiated holding in Livongo Health Inc. The purchase prices were between $26.13 and $76.69, with an estimated average price of $51.78. The stock is now traded at around $108.56. The impact to a portfolio due to this purchase was 0.94%. The holding were 641,759 shares as of .

New Purchase: Bio-Rad Laboratories Inc (BIO)

Ardevora Asset Management LLP initiated holding in Bio-Rad Laboratories Inc. The purchase prices were between $334.87 and $493.06, with an estimated average price of $439.66. The stock is now traded at around $530.47. The impact to a portfolio due to this purchase was 0.93%. The holding were 104,857 shares as of .

New Purchase: Linde PLC (LIN)

Ardevora Asset Management LLP initiated holding in Linde PLC. The purchase prices were between $160.87 and $221.28, with an estimated average price of $192.72. The stock is now traded at around $246.86. The impact to a portfolio due to this purchase was 0.91%. The holding were 218,827 shares as of .

New Purchase: Cisco Systems Inc (CSCO)

Ardevora Asset Management LLP initiated holding in Cisco Systems Inc. The purchase prices were between $38.33 and $48.13, with an estimated average price of $43.76. The stock is now traded at around $47.19. The impact to a portfolio due to this purchase was 0.91%. The holding were 998,584 shares as of .

Added: ResMed Inc (RMD)

Ardevora Asset Management LLP added to a holding in ResMed Inc by 35499.00%. The purchase prices were between $142.29 and $192, with an estimated average price of $163.27. The stock is now traded at around $205.63. The impact to a portfolio due to this purchase was 0.94%. The holding were 249,193 shares as of .

Added: Take-Two Interactive Software Inc (TTWO)

Ardevora Asset Management LLP added to a holding in Take-Two Interactive Software Inc by 1351.83%. The purchase prices were between $116.33 and $146.84, with an estimated average price of $130.58. The stock is now traded at around $159.24. The impact to a portfolio due to this purchase was 0.74%. The holding were 293,836 shares as of .

Added: NetEase Inc (NTES)

Ardevora Asset Management LLP added to a holding in NetEase Inc by 1628.91%. The purchase prices were between $320.96 and $438.05, with an estimated average price of $374.75. The stock is now traded at around $451.91. The impact to a portfolio due to this purchase was 0.73%. The holding were 91,805 shares as of .

Added: Dropbox Inc (DBX)

Ardevora Asset Management LLP added to a holding in Dropbox Inc by 450.38%. The purchase prices were between $17.7 and $23.65, with an estimated average price of $21.05. The stock is now traded at around $21.55. The impact to a portfolio due to this purchase was 0.73%. The holding were 2,098,253 shares as of .

Added: Akamai Technologies Inc (AKAM)

Ardevora Asset Management LLP added to a holding in Akamai Technologies Inc by 153.61%. The purchase prices were between $91.49 and $107.09, with an estimated average price of $100.32. The stock is now traded at around $114.65. The impact to a portfolio due to this purchase was 0.61%. The holding were 479,808 shares as of .

Added: Alibaba Group Holding Ltd (BABA)

Ardevora Asset Management LLP added to a holding in Alibaba Group Holding Ltd by 61.72%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $250.86. The impact to a portfolio due to this purchase was 0.45%. The holding were 280,635 shares as of .

Sold Out: Atlassian Corporation PLC (TEAM)

Ardevora Asset Management LLP sold out a holding in Atlassian Corporation PLC. The sale prices were between $129.01 and $188.32, with an estimated average price of $165.47.

Sold Out: Repligen Corp (RGEN)

Ardevora Asset Management LLP sold out a holding in Repligen Corp. The sale prices were between $94.33 and $140.48, with an estimated average price of $117.37.

Sold Out: Texas Roadhouse Inc (TXRH)

Ardevora Asset Management LLP sold out a holding in Texas Roadhouse Inc. The sale prices were between $34.47 and $61.19, with an estimated average price of $48.64.

Sold Out: Vail Resorts Inc (MTN)

Ardevora Asset Management LLP sold out a holding in Vail Resorts Inc. The sale prices were between $131.73 and $206.97, with an estimated average price of $174.57.

Sold Out: Melco Resorts and Entertainment Ltd (MLCO)

Ardevora Asset Management LLP sold out a holding in Melco Resorts and Entertainment Ltd. The sale prices were between $11 and $18.82, with an estimated average price of $15.38.

Sold Out: Twitter Inc (TWTR)

Ardevora Asset Management LLP sold out a holding in Twitter Inc. The sale prices were between $23.02 and $36.64, with an estimated average price of $30.07.

Reduced: MSCI Inc (MSCI)

Ardevora Asset Management LLP reduced to a holding in MSCI Inc by 99.77%. The sale prices were between $270.61 and $347.25, with an estimated average price of $322.9. The stock is now traded at around $394.00. The impact to a portfolio due to this sale was -1.31%. Ardevora Asset Management LLP still held 400 shares as of .

Reduced: DexCom Inc (DXCM)

Ardevora Asset Management LLP reduced to a holding in DexCom Inc by 99.83%. The sale prices were between $250.71 and $421.36, with an estimated average price of $355.93. The stock is now traded at around $423.43. The impact to a portfolio due to this sale was -1.29%. Ardevora Asset Management LLP still held 300 shares as of .

Reduced: Dollar General Corp (DG)

Ardevora Asset Management LLP reduced to a holding in Dollar General Corp by 99.81%. The sale prices were between $151.01 and $192.14, with an estimated average price of $180.29. The stock is now traded at around $189.95. The impact to a portfolio due to this sale was -1.27%. Ardevora Asset Management LLP still held 600 shares as of .

Reduced: Adobe Inc (ADBE)

Ardevora Asset Management LLP reduced to a holding in Adobe Inc by 99.65%. The sale prices were between $293.61 and $440.55, with an estimated average price of $369.18. The stock is now traded at around $437.10. The impact to a portfolio due to this sale was -0.98%. Ardevora Asset Management LLP still held 400 shares as of .

Reduced: The Trade Desk Inc (TTD)

Ardevora Asset Management LLP reduced to a holding in The Trade Desk Inc by 39.82%. The sale prices were between $160.39 and $410.03, with an estimated average price of $298.57. The stock is now traded at around $432.16. The impact to a portfolio due to this sale was -0.38%. Ardevora Asset Management LLP still held 111,879 shares as of .

Reduced: MercadoLibre Inc (MELI)

Ardevora Asset Management LLP reduced to a holding in MercadoLibre Inc by 35.42%. The sale prices were between $447.34 and $985.77, with an estimated average price of $744.07. The stock is now traded at around $1070.44. The impact to a portfolio due to this sale was -0.36%. Ardevora Asset Management LLP still held 50,629 shares as of .



Here is the complete portfolio of Ardevora Asset Management LLP. Also check out:

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