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EULAV Asset Management 13F holdings

Filed 2026-07-29 · EULAV Asset Management · 152 positions · $3.1B

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TickerCompanySharesValue% of portfolio
WWDWOODWARD INC283.0K$120.4M3.8%
CDNSCADENCE DESIGN SYSTEM INC244.3K$91.7M2.9%
HEIHEICO CORP NEW251.7K$89.7M2.9%
RBCRBC BEARINGS INC136.3K$87.8M2.8%
TDYTELEDYNE TECHNOLOGIES INC125.9K$84.0M2.7%
CACICACI INTL INC176.2K$81.6M2.6%
AMDADVANCED MICRO DEVICES INC133.5K$77.6M2.5%
CASYCASEYS GEN STORES INC91.8K$73.0M2.3%
LIILENNOX INTL INC125.3K$71.8M2.3%
WRBBERKLEY W R CORP906.5K$63.9M2.0%
MUMICRON TECHNOLOGY INC53.5K$61.8M2.0%
CTASCINTAS CORP351.6K$59.8M1.9%
WCNWASTE CONNECTIONS INC342.5K$57.1M1.8%
AZOAUTOZONE INC17.3K$55.3M1.8%
FIXCOMFORT SYS USA INC27.6K$54.7M1.7%
WTSWATTS WATER TECHNOLOGIES INC138.8K$54.3M1.7%
MSIMOTOROLA SOLUTIONS INC128.4K$53.3M1.7%
RSGREPUBLIC SVCS INC248.7K$53.0M1.7%
NVDANVIDIA CORPORATION246.2K$49.3M1.6%
ITTITT INC249.0K$49.2M1.6%
TYLTYLER TECHNOLOGIES INC160.1K$46.8M1.5%
AITAPPLIED INDL TECHNOLOGIES IN134.7K$45.6M1.5%
MPWRMONOLITHIC PWR SYS INC32.7K$45.2M1.4%
GOOGLALPHABET INC123.0K$44.0M1.4%
NOWSERVICENOW INC406.3K$40.3M1.3%
ENSGENSIGN GROUP INC243.3K$39.0M1.2%
FSSFEDERAL SIGNAL CORP292.3K$37.6M1.2%
METAMETA PLATFORMS INC64.5K$36.3M1.2%
SPXCSPX TECHNOLOGIES INC145.9K$35.8M1.1%
AVGOBROADCOM INC90.1K$34.0M1.1%
AMZNAMAZON COM INC136.0K$32.4M1.0%
MSCIMSCI INC55.6K$31.2M1.0%
BROBROWN & BROWN INC444.9K$28.5M0.9%
MDGLMADRIGAL PHARMACEUTICALS INC52.0K$27.9M0.9%
APPAPPLOVIN CORP54.0K$27.8M0.9%
RUSHARUSH ENTERPRISES INC380.7K$27.8M0.9%
PRIPRIMERICA INC95.0K$27.0M0.9%
AAONAAON INC208.5K$26.5M0.8%
MUSAMURPHY USA INC48.4K$26.1M0.8%
EXELEXELIXIS INC476.0K$25.9M0.8%
FNFABRINET44.7K$25.1M0.8%
COSTCOSTCO WHOLESALE CORPORATION26.5K$24.8M0.8%
GATXGATX CORP138.8K$24.6M0.8%
—TRANE TECHNOLOGIES PLC48.0K$23.6M0.8%
MSFTMICROSOFT CORP62.5K$23.3M0.7%
TSLATESLA INC54.5K$22.9M0.7%
CRWDCROWDSTRIKE HLDGS INC29.8K$22.7M0.7%
TDGTRANSDIGM GROUP INC16.9K$22.5M0.7%
HOODROBINHOOD MKTS INC220.0K$22.1M0.7%
CWCURTISS WRIGHT CORP28.2K$21.4M0.7%
GWWWW GRAINGER INC15.5K$21.1M0.7%
UBERUBER TECHNOLOGIES INC290.0K$20.9M0.7%
POSTPOST HLDGS INC231.0K$20.4M0.7%
NFLXNETFLIX INC.278.0K$19.8M0.6%
COINCOINBASE GLOBAL INC125.0K$18.3M0.6%
MEDPMEDPACE HLDGS INC32.5K$17.2M0.5%
CRWVCOREWEAVE INC166.0K$16.5M0.5%
INSMINSMED INC150.0K$16.0M0.5%
VVISA INC44.0K$15.1M0.5%
EXLSEXLSERVICE HLDGS INC584.1K$15.1M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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