EULAV Asset Management Q1 2021 Filing
Filed April 30, 2021
Portfolio Value
$3.7B
Holdings
237
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (237 positions)
| Stock | Value |
|---|---|
TDYTELEDYNE TECHNOLOGIES INC | $99.8M |
AKXANSYS INC | $73.0M |
DHRDANAHER CORPORATION | $68.1M |
ROPROPER TECHNOLOGIES INC | $67.6M |
NOWSERVICENOW INC | $63.4M |
MAMASTERCARD INCORPORATED | $60.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $60.3M |
CRMSALESFORCE COM INC | $59.3M |
CDNSCADENCE DESIGN SYSTEM INC | $59.3M |
T7DTRANSDIGM GROUP INC | $59.3M |
EX9EXELIXIS INC | $55.6M |
WCNWASTE CONNECTIONS INC | $54.3M |
FISVFISERV INC | $52.7M |
ADBEADOBE SYSTEMS INCORPORATED | $50.8M |
MTDMETTLER TOLEDO INTERNATIONAL | $50.4M |
CITCINTAS CORP | $49.0M |
SPGIS&P GLOBAL INC | $47.8M |
AMZNAMAZON COM INC | $47.4M |
FICOFAIR ISAAC CORP | $47.0M |
HEIHEICO CORP NEW | $46.6M |
UNPUNION PAC CORP | $46.5M |
IDXXIDEXX LABS INC | $46.1M |
INTUINTUIT | $45.3M |
ACNACCENTURE PLC IRELAND | $44.9M |
TYLTYLER TECHNOLOGIES INC | $44.0M |
CHECHEMED CORP NEW | $43.9M |
CHDCHURCH & DWIGHT INC | $42.2M |
ECLECOLAB INC | $41.4M |
METAFACEBOOK INC | $39.5M |
RSGREPUBLIC SVCS INC | $38.3M |
POOLPOOL CORP | $37.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $34.8M |
VVISA INC | $33.9M |
CHRCHURCHILL DOWNS INC | $33.7M |
ROLROLLINS INC | $33.7M |
TJXTJX COS INC NEW | $33.5M |
WRBBERKLEY W R CORP | $32.7M |
VRTXVERTEX PHARMACEUTICALS INC | $32.2M |
GOOGLALPHABET INC | $32.2M |
RNGRINGCENTRAL INC | $30.6M |
LIILENNOX INTL INC | $30.5M |
PYPLPAYPAL HLDGS INC | $29.9M |
JKHYHENRY JACK & ASSOC INC | $28.8M |
COSTCOSTCO WHSL CORP NEW | $27.6M |
ACGLARCH CAP GROUP LTD | $27.4M |
AFGAMERICAN FINL GROUP INC OHIO | $27.4M |
ATRAPTARGROUP INC | $27.4M |
EXPOEXPONENT INC | $27.1M |
BALLBALL CORP | $27.0M |
EXASEXACT SCIENCES CORP | $26.1M |
LYFTLYFT INC | $25.6M |
AAPLAPPLE INC | $25.6M |
GIB/ACGI INC | $24.4M |
FISFIDELITY NATL INFORMATION SV | $24.1M |
EPAMEPAM SYS INC | $23.8M |
JJSFJ & J SNACK FOODS CORP | $23.7M |
ATVIEURACTIVISION BLIZZARD INC | $23.7M |
—BIOHAVEN PHARMACTL HLDG CO L | $23.6M |
ELSEQUITY LIFESTYLE PPTYS INC | $23.3M |
NFLXNETFLIX INC | $23.0M |
NEENEXTERA ENERGY INC | $22.8M |
AONAON PLC | $21.8M |
AMTAMERICAN TOWER CORP NEW | $21.7M |
BABAALIBABA GROUP HLDG LTD | $21.3M |
TWLOTWILIO INC | $21.1M |
VRSKVERISK ANALYTICS INC | $20.6M |
SNPSSYNOPSYS INC | $20.0M |
ITGARTNER INC | $19.8M |
NVDANVIDIA CORPORATION | $19.8M |
BACBK OF AMERICA CORP | $19.7M |
RLIRLI CORP | $19.5M |
SHOPSHOPIFY INC | $19.4M |
—IHS MARKIT LTD | $19.3M |
PTONPELOTON INTERACTIVE INC | $19.1M |
TWTRUSDTWITTER INC | $19.1M |
QCOMQUALCOMM INC | $18.2M |
WDAYWORKDAY INC | $18.1M |
MSFTMICROSOFT CORP | $16.8M |
JPMJPMORGAN CHASE & CO | $16.4M |
CRWDCROWDSTRIKE HLDGS INC | $16.4M |
SBUXSTARBUCKS CORP | $16.0M |
BXBLACKSTONE GROUP INC | $15.7M |
ULTAULTA BEAUTY INC | $15.6M |
DC4DEXCOM INC | $14.7M |
EQIXEQUINIX INC | $14.7M |
TTCTORO CO | $14.7M |
MUMICRON TECHNOLOGY INC | $14.6M |
ZEN1EURZENDESK INC | $14.5M |
GBTUSDGLOBAL BLOOD THERAPEUTICS IN | $14.1M |
IQVIQVIA HLDGS INC | $14.0M |
SPLKCHFSPLUNK INC | $13.2M |
DKNG1USDDRAFTKINGS INC | $13.2M |
LENLENNAR CORP | $13.2M |
FIVNFIVE9 INC | $13.1M |
FANGDIAMONDBACK ENERGY INC | $13.1M |
DISDISNEY WALT CO | $12.7M |
WWDWOODWARD INC | $12.3M |
TFXTELEFLEX INCORPORATED | $12.2M |
STZCONSTELLATION BRANDS INC | $12.1M |
SFSTIFEL FINL CORP | $12.0M |
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