Ardevora Asset Management LLP Buys Atlassian Corporation PLC, Penumbra Inc, IDEXX Laboratories Inc, Sells MKS Instruments Inc, MRC Global Inc, TechnipFMC PLC

London, X0, based Investment company Ardevora Asset Management LLP (Current Portfolio) buys Atlassian Corporation PLC, Penumbra Inc, IDEXX Laboratories Inc, MSCI Inc, Fair Isaac Corp, sells MKS Instruments Inc, MRC Global Inc, TechnipFMC PLC, Ralph Lauren Corp, Cerner Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Ardevora Asset Management LLP. As of 2019Q2, Ardevora Asset Management LLP owns 106 stocks with a total value of $4.1 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/portfolioportfolio

These are the top 5 holdings of Ardevora Asset Management LLP
  1. Tableau Software Inc (DATA) - 311,838 shares, 1.27% of the total portfolio. Shares added by 9.36%
  2. Repligen Corp (RGEN) - 552,877 shares, 1.16% of the total portfolio. Shares reduced by 7.08%
  3. GrubHub Inc (GRUB) - 609,900 shares, 1.16% of the total portfolio. Shares added by 26.09%
  4. DexCom Inc (DXCM) - 312,700 shares, 1.15% of the total portfolio. Shares added by 30.95%
  5. Monolithic Power Systems Inc (MPWR) - 333,780 shares, 1.11% of the total portfolio. Shares added by 22.81%
New Purchase: Atlassian Corporation PLC (TEAM)

Ardevora Asset Management LLP initiated holding in Atlassian Corporation PLC. The purchase prices were between $101.94 and $135.05, with an estimated average price of $120.34. The stock is now traded at around $145.37. The impact to a portfolio due to this purchase was 1.04%. The holding were 325,400 shares as of .

New Purchase: Penumbra Inc (PEN)

Ardevora Asset Management LLP initiated holding in Penumbra Inc. The purchase prices were between $124.65 and $167.39, with an estimated average price of $144.09. The stock is now traded at around $170.52. The impact to a portfolio due to this purchase was 0.88%. The holding were 225,600 shares as of .

New Purchase: IDEXX Laboratories Inc (IDXX)

Ardevora Asset Management LLP initiated holding in IDEXX Laboratories Inc. The purchase prices were between $215.53 and $275.33, with an estimated average price of $246.11. The stock is now traded at around $274.90. The impact to a portfolio due to this purchase was 0.86%. The holding were 127,100 shares as of .

New Purchase: MSCI Inc (MSCI)

Ardevora Asset Management LLP initiated holding in MSCI Inc. The purchase prices were between $201.88 and $243.99, with an estimated average price of $224.08. The stock is now traded at around $228.20. The impact to a portfolio due to this purchase was 0.84%. The holding were 143,300 shares as of .

New Purchase: Fair Isaac Corp (FICO)

Ardevora Asset Management LLP initiated holding in Fair Isaac Corp. The purchase prices were between $270.63 and $315.24, with an estimated average price of $289.93. The stock is now traded at around $367.88. The impact to a portfolio due to this purchase was 0.82%. The holding were 106,500 shares as of .

New Purchase: Atmos Energy Corp (ATO)

Ardevora Asset Management LLP initiated holding in Atmos Energy Corp. The purchase prices were between $99.07 and $107.93, with an estimated average price of $102.35. The stock is now traded at around $109.83. The impact to a portfolio due to this purchase was 0.81%. The holding were 313,600 shares as of .

Added: Teradata Corp (TDC)

Ardevora Asset Management LLP added to a holding in Teradata Corp by 53.03%. The purchase prices were between $34.27 and $46.02, with an estimated average price of $39. The stock is now traded at around $37.01. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,161,441 shares as of .

Added: Texas Roadhouse Inc (TXRH)

Ardevora Asset Management LLP added to a holding in Texas Roadhouse Inc by 38.55%. The purchase prices were between $51.26 and $62.84, with an estimated average price of $56.25. The stock is now traded at around $55.32. The impact to a portfolio due to this purchase was 0.28%. The holding were 756,520 shares as of .

Added: DexCom Inc (DXCM)

Ardevora Asset Management LLP added to a holding in DexCom Inc by 30.95%. The purchase prices were between $111.38 and $155.66, with an estimated average price of $125.45. The stock is now traded at around $153.26. The impact to a portfolio due to this purchase was 0.27%. The holding were 312,700 shares as of .

Added: Sally Beauty Holdings Inc (SBH)

Ardevora Asset Management LLP added to a holding in Sally Beauty Holdings Inc by 41.54%. The purchase prices were between $12.3 and $19.44, with an estimated average price of $16.38. The stock is now traded at around $14.14. The impact to a portfolio due to this purchase was 0.26%. The holding were 2,769,200 shares as of .

Added: Ingredion Inc (INGR)

Ardevora Asset Management LLP added to a holding in Ingredion Inc by 34.01%. The purchase prices were between $76.16 and $94.92, with an estimated average price of $85.98. The stock is now traded at around $81.96. The impact to a portfolio due to this purchase was 0.26%. The holding were 506,300 shares as of .

Added: iQIYI Inc (IQ)

Ardevora Asset Management LLP added to a holding in iQIYI Inc by 32.55%. The purchase prices were between $17.66 and $24.79, with an estimated average price of $20.67. The stock is now traded at around $18.22. The impact to a portfolio due to this purchase was 0.25%. The holding were 2,039,930 shares as of .

Sold Out: MKS Instruments Inc (MKSI)

Ardevora Asset Management LLP sold out a holding in MKS Instruments Inc. The sale prices were between $70.87 and $101.6, with an estimated average price of $84.62.

Sold Out: MRC Global Inc (MRC)

Ardevora Asset Management LLP sold out a holding in MRC Global Inc. The sale prices were between $14.8 and $18.73, with an estimated average price of $16.83.

Sold Out: TechnipFMC PLC (FTI)

Ardevora Asset Management LLP sold out a holding in TechnipFMC PLC. The sale prices were between $20.8 and $25.94, with an estimated average price of $23.55.

Sold Out: Ralph Lauren Corp (RL)

Ardevora Asset Management LLP sold out a holding in Ralph Lauren Corp. The sale prices were between $105.03 and $132.09, with an estimated average price of $119.82.

Sold Out: Cerner Corp (CERN)

Ardevora Asset Management LLP sold out a holding in Cerner Corp. The sale prices were between $56.93 and $73.3, with an estimated average price of $67.44.

Sold Out: AMC Networks Inc (AMCX)

Ardevora Asset Management LLP sold out a holding in AMC Networks Inc. The sale prices were between $52.77 and $60.73, with an estimated average price of $56.42.



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