EULAV Asset Management Q1 2019 Filing

Filed May 13, 2019

Portfolio Value

$2.4T

Holdings

302

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (302 positions)

StockValue
TDYTELEDYNE TECHNOLOGIES INC
$55.1B
MTDMETTLER TOLEDO INTERNATIONAL
$44.8B
TTCTORO CO
$44.4B
WCNWASTE CONNECTIONS INC
$43.8B
ROPROPER TECHNOLOGIES INC
$42.3B
HEIHEICO CORP NEW
$40.8B
IDXXIDEXX LABS INC
$40.0B
ROLROLLINS INC
$38.9B
CRMSALESFORCE COM INC
$38.2B
AKXANSYS INC
$37.5B
AMZNAMAZON COM INC
$36.3B
ALXNALEXION PHARMACEUTICALS INC
$34.8B
FISVFISERV INC
$33.8B
CHDCHURCH & DWIGHT INC
$31.6B
AMRNAMARIN CORP PLC
$31.2B
GOOGLALPHABET INC
$30.6B
APHAMPHENOL CORP NEW
$29.5B
VVISA INC
$29.4B
T7DTRANSDIGM GROUP INC
$28.7B
AMEAMETEK INC NEW
$28.4B
TJXTJX COS INC NEW
$27.9B
DHRDANAHER CORPORATION
$27.9B
ECLECOLAB INC
$26.4B
LIILENNOX INTL INC
$25.9B
MAMASTERCARD INC
$25.2B
METAFACEBOOK INC
$24.5B
NOWSERVICENOW INC
$24.4B
BABAALIBABA GROUP HLDG LTD
$24.2B
EX9EXELIXIS INC
$23.4B
BALLBALL CORP
$23.1B
CELGCELGENE CORP
$23.0B
NFLXNETFLIX INC
$22.8B
ACNACCENTURE PLC IRELAND
$22.6B
ATVIEURACTIVISION BLIZZARD INC
$22.4B
CHECHEMED CORP NEW
$21.7B
ZEN1EURZENDESK INC
$21.3B
PYPLPAYPAL HLDGS INC
$21.0B
ORLYO REILLY AUTOMOTIVE INC NEW
$20.8B
AZOAUTOZONE INC
$20.1B
ICPTUSDINTERCEPT PHARMACEUTICALS IN
$20.1B
GRUBHUB INC
$19.7B
AMTAMERICAN TOWER CORP NEW
$19.5B
ULTIMATE SOFTWARE GROUP INC
$19.1B
CNRCANADIAN NATL RY CO
$18.3B
SPLKCHFSPLUNK INC
$18.1B
EXASEXACT SCIENCES CORP
$17.8B
JJSFJ & J SNACK FOODS CORP
$17.6B
WEXWEX INC
$17.3B
ATRAPTARGROUP INC
$17.0B
COSTCOSTCO WHSL CORP NEW
$15.9B
HSICHENRY SCHEIN INC
$15.6B
ACGLARCH CAP GROUP LTD
$15.1B
POOLPOOL CORPORATION
$14.9B
BDXBECTON DICKINSON & CO
$14.8B
FICOFAIR ISAAC CORP
$14.7B
JKHYHENRY JACK & ASSOC INC
$14.1B
NVDANVIDIA CORP
$14.0B
TMOTHERMO FISHER SCIENTIFIC INC
$13.4B
NOCNORTHROP GRUMMAN CORP
$13.4B
VRTXVERTEX PHARMACEUTICALS INC
$13.4B
IDEX CORP
$13.0B
TYLTYLER TECHNOLOGIES INC
$12.7B
INTUINTUIT
$12.5B
MTNVAIL RESORTS INC
$12.0B
STZCONSTELLATION BRANDS INC
$11.5B
ITGARTNER INC
$11.4B
SBACSBA COMMUNICATIONS CORP NEW
$11.0B
CDNSCADENCE DESIGN SYSTEM INC
$10.9B
RLIRLI CORP
$10.9B
FANGDIAMONDBACK ENERGY INC
$10.9B
IHS MARKIT LTD
$10.9B
DPZDOMINOS PIZZA INC
$10.9B
ADOBE INC
$10.6B
ULTAULTA BEAUTY INC
$10.6B
EWEDWARDS LIFESCIENCES CORP
$10.4B
CSLCARLISLE COS INC
$10.3B
NXPINXP SEMICONDUCTORS N V
$10.0B
WWDWOODWARD INC
$9.8B
T77LENDINGTREE INC NEW
$9.6B
ILMNILLUMINA INC
$9.4B
AFGAMERICAN FINL GROUP INC OHIO
$9.3B
ELLAUDER ESTEE COS INC
$8.9B
BXUSDBLACKSTONE GROUP L P
$8.7B
PLUSEPLUS INC
$8.5B
BACBANK AMER CORP
$8.4B
BMRNBIOMARIN PHARMACEUTICAL INC
$8.3B
EXPOEXPONENT INC
$8.3B
LGFEURLIONS GATE ENTMNT CORP
$8.2B
JAZZJAZZ PHARMACEUTICALS PLC
$8.0B
MEDIDATA SOLUTIONS INC
$8.0B
CITCINTAS CORP
$7.9B
MNROMONRO INC
$7.8B
DC4DEXCOM INC
$7.6B
ICUIICU MED INC
$7.5B
AVGOBROADCOM INC
$7.3B
MCXMCCORMICK & CO INC
$7.3B
SBUXSTARBUCKS CORP
$7.2B
LYFTLYFT INC
$7.2B
LECOLINCOLN ELEC HLDGS INC
$7.2B
RNRRENAISSANCERE HOLDINGS LTD
$7.2B
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