EULAV Asset Management Q1 2022 Filing

Filed May 10, 2022

Portfolio Value

$3.4T

Holdings

217

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (217 positions)

StockValue
TDYTELEDYNE TECHNOLOGIES INC
$86.0B
DHRDANAHER CORPORATION
$84.4B
ROPROPER TECHNOLOGIES INC
$79.2B
SPGIS&P GLOBAL INC
$78.7B
TMOTHERMO FISHER SCIENTIFIC INC
$78.0B
CDNSCADENCE DESIGN SYSTEM INC
$68.9B
T7DTRANSDIGM GROUP INC
$63.7B
CRMSALESFORCE COM INC
$62.2B
MAMASTERCARD INCORPORATED
$61.1B
CITCINTAS CORP
$61.1B
INTUINTUIT
$56.8B
NOWSERVICENOW INC
$55.6B
ACNACCENTURE PLC IRELAND
$54.9B
UNPUNION PAC CORP
$50.8B
COSTCOSTCO WHSL CORP NEW
$48.0B
CHECHEMED CORP NEW
$47.5B
TYLTYLER TECHNOLOGIES INC
$46.1B
WRBBERKLEY W R CORP
$45.9B
FICOFAIR ISAAC CORP
$45.1B
FISVFISERV INC
$44.9B
IDXXIDEXX LABS INC
$44.3B
ICEINTERCONTINENTAL EXCHANGE IN
$41.2B
RSGREPUBLIC SVCS INC
$40.6B
ADBEADOBE SYSTEMS INCORPORATED
$37.8B
POOLPOOL CORP
$37.4B
EXPOEXPONENT INC
$37.3B
AKXANSYS INC
$35.7B
WCNWASTE CONNECTIONS INC
$35.1B
AFGAMERICAN FINL GROUP INC OHIO
$35.0B
ACGLARCH CAP GROUP LTD
$34.6B
AMZNAMAZON COM INC
$34.2B
MTDMETTLER TOLEDO INTERNATIONAL
$34.2B
CHRCHURCHILL DOWNS INC
$32.9B
ITGARTNER INC
$32.2B
FANGDIAMONDBACK ENERGY INC
$32.2B
EX9EXELIXIS INC
$32.2B
AONAON PLC
$30.9B
TJXTJX COS INC NEW
$30.7B
GOOGLALPHABET INC
$29.8B
ECLECOLAB INC
$28.8B
ELSEQUITY LIFESTYLE PPTYS INC
$28.0B
AAPLAPPLE INC
$27.1B
SNPSSYNOPSYS INC
$26.9B
ROLROLLINS INC
$26.4B
NEENEXTERA ENERGY INC
$25.6B
METAMETA PLATFORMS INC
$25.4B
QCOMQUALCOMM INC
$25.2B
LIILENNOX INTL INC
$25.2B
BACBK OF AMERICA CORP
$24.7B
MSFTMICROSOFT CORP
$24.1B
GIB/ACGI INC
$23.9B
UBERUBER TECHNOLOGIES INC
$22.1B
BIOHAVEN PHARMACTL HLDG CO L
$21.9B
JJSFJ & J SNACK FOODS CORP
$21.8B
VVISA INC
$21.3B
EXASEXACT SCIENCES CORP
$21.3B
ATRAPTARGROUP INC
$20.5B
LYFTLYFT INC
$20.0B
RLIRLI CORP
$19.4B
MUMICRON TECHNOLOGY INC
$19.1B
NVDANVIDIA CORPORATION
$18.6B
PYPLPAYPAL HLDGS INC
$18.5B
PXDEURPIONEER NAT RES CO
$17.5B
FISFIDELITY NATL INFORMATION SV
$17.2B
HEIHEICO CORP NEW
$16.7B
VRTXVERTEX PHARMACEUTICALS INC
$15.7B
TSLATESLA INC
$15.6B
JKHYHENRY JACK & ASSOC INC
$14.8B
GBTUSDGLOBAL BLOOD THERAPEUTICS IN
$14.7B
BXBLACKSTONE INC
$14.2B
SPLKCHFSPLUNK INC
$13.8B
SPSCSPS COMM INC
$13.7B
GSGOLDMAN SACHS GROUP INC
$13.5B
EPAMEPAM SYS INC
$13.4B
COINCOINBASE GLOBAL INC
$13.1B
SNAPSNAP INC
$13.0B
SFSTIFEL FINL CORP
$12.7B
WWDWOODWARD INC
$12.7B
CRWDCROWDSTRIKE HLDGS INC
$12.5B
EXLSEXLSERVICE HOLDINGS INC
$12.3B
PTONPELOTON INTERACTIVE INC
$12.2B
JPMJPMORGAN CHASE & CO
$12.0B
ULTAULTA BEAUTY INC
$11.9B
TRVCCITIGROUP INC
$11.2B
NFLXNETFLIX INC
$10.9B
TWLOTWILIO INC
$10.7B
MTCHMATCH GROUP INC NEW
$10.7B
PLUSEPLUS INC
$10.5B
MPWRMONOLITHIC PWR SYS INC
$10.5B
COOCOOPER COS INC
$10.3B
RBCRBC BEARINGS INC
$10.2B
CHDCHURCH & DWIGHT CO INC
$9.9B
TWTRUSDTWITTER INC
$9.9B
VRSKVERISK ANALYTICS INC
$9.8B
ROKUROKU INC
$9.8B
DC4DEXCOM INC
$9.7B
WDAYWORKDAY INC
$9.6B
HOODROBINHOOD MKTS INC
$9.3B
FIVNFIVE9 INC
$9.3B
FFINFIRST FINL BANKSHARES INC
$9.1B
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