Ardevora Asset Management LLP Buys BJ's Wholesale Club Holdings Inc, FedEx Corp, Texas Instruments Inc, Sells Aspen Technology Inc, IDEXX Laboratories Inc, Penumbra Inc

• New Purchases: BJ, FDX, TXN, URI, DELL, XPO, CAT, MCHP, CMI, DCI, NKE, SE, TEL, MPWR, NVDA, CREE, PINS, NIO,
• Added Positions: AEP, ATO, PG, TNDM, OGS, CPA, HUM, SPGI, DHR, LII, RSG, CPRT, RMD, VRSK,
• Reduced Positions: IDXX, SNAP, ONEM, ZG, AMAT, LRCX, THO, EXPE, MAR, ZEN, BLD, SQ, ESTC, ILMN, MIDD, GH, BKNG, PYPL, EXPO, RHI, PDD, LEA, DBX, ATVI, WEX, SPOT, EXP, ADI, GOOGL, WDAY, TDOC, HLT, CDNS, OC, IQV, TTD, IPGP, LUV, EA, MELI, CGNX, MA, KSU, TTWO, RGEN, SNPS, ACN, SYK, ICE, EW, AZO, NOW, MSCI, FICO, NDAQ, MKTX, V, NSC, ALLE, NGVT, LIN, APH, VEEV, WAB, HSIC, BIO, CSX, YUM, MSFT, AMZN, ROK, ATHM, FB, ORLY, ECL, AWK, UNH, HD, MDLZ, BAX, MCD, FAST, SYY, SCI, CHTR,
• Sold Out: AZPN, PEN, HII,

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. Kansas City Southern (KSU) - 260,723 shares, 1.02% of the total portfolio. Shares reduced by 11.84%
2. Applied Materials Inc (AMAT) - 478,314 shares, 0.95% of the total portfolio. Shares reduced by 40.87%
3. Atmos Energy Corp (ATO) - 631,703 shares, 0.93% of the total portfolio. Shares added by 10.98%
4. Dropbox Inc (DBX) - 2,348,853 shares, 0.93% of the total portfolio. Shares reduced by 18.9%
5. AutoZone Inc (AZO) - 44,106 shares, 0.92% of the total portfolio. Shares reduced by 7.74%

Ardevora Asset Management LLP initiated holding in BJ's Wholesale Club Holdings Inc. The purchase prices were between $37.24 and $48.81, with an estimated average price of $41.96. The stock is now traded at around $43.820000. The impact to a portfolio due to this purchase was 0.92%. The holding were 1,378,931 shares as of 2021-03-31.

Ardevora Asset Management LLP initiated holding in FedEx Corp. The purchase prices were between $235.34 and $285.92, with an estimated average price of $257.69. The stock is now traded at around $280.600000. The impact to a portfolio due to this purchase was 0.9%. The holding were 213,500 shares as of 2021-03-31.

Ardevora Asset Management LLP initiated holding in Texas Instruments Inc. The purchase prices were between $162.11 and $188.99, with an estimated average price of $173.81. The stock is now traded at around $188.120000. The impact to a portfolio due to this purchase was 0.89%. The holding were 318,046 shares as of 2021-03-31.

Ardevora Asset Management LLP initiated holding in United Rentals Inc. The purchase prices were between $229.65 and $333.21, with an estimated average price of $283.25. The stock is now traded at around $316.610000. The impact to a portfolio due to this purchase was 0.89%. The holding were 180,900 shares as of 2021-03-31.

Ardevora Asset Management LLP initiated holding in Dell Technologies Inc. The purchase prices were between $71.23 and $91.28, with an estimated average price of $80.81. The stock is now traded at around $101.740000. The impact to a portfolio due to this purchase was 0.88%. The holding were 673,900 shares as of 2021-03-31.

Ardevora Asset Management LLP initiated holding in XPO Logistics Inc. The purchase prices were between $110.41 and $128.4, with an estimated average price of $119.97. The stock is now traded at around $137.190000. The impact to a portfolio due to this purchase was 0.87%. The holding were 472,200 shares as of 2021-03-31.

Ardevora Asset Management LLP sold out a holding in Aspen Technology Inc. The sale prices were between $130.7 and $158.65, with an estimated average price of $146.94.

Ardevora Asset Management LLP sold out a holding in Penumbra Inc. The sale prices were between $175.6 and $291.43, with an estimated average price of $258.46.

Ardevora Asset Management LLP sold out a holding in Huntington Ingalls Industries Inc. The sale prices were between $157.33 and $207.36, with an estimated average price of $178.86.