EULAV Asset Management Q1 2024 Filing
Filed May 30, 2024
Portfolio Value
$3.6T
Holdings
175
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (175 positions)
| Stock | Value |
|---|---|
T7DTRANSDIGM GROUP INC | $136.8B |
CITCINTAS CORP | $118.4B |
MSCIMSCI INC | $95.1B |
TYLTYLER TECHNOLOGIES INC | $92.1B |
ITGARTNER INC | $91.4B |
WRBBERKLEY W R CORP | $88.1B |
CDWCDW CORP | $87.6B |
CDNSCADENCE DESIGN SYSTEM INC | $87.6B |
LIILENNOX INTL INC | $85.3B |
FICOFAIR ISAAC CORP | $82.0B |
POOLPOOL CORP | $75.6B |
CHECHEMED CORP NEW | $71.5B |
HEIHEICO CORP NEW | $67.2B |
IDXXIDEXX LABS INC | $64.8B |
WCNWASTE CONNECTIONS INC | $62.5B |
MPWRMONOLITHIC PWR SYS INC | $57.4B |
AFGAMERICAN FINL GROUP INC OHIO | $55.4B |
MSIMOTOROLA SOLUTIONS INC | $55.4B |
NOWSERVICENOW INC | $54.8B |
IQVIQVIA HLDGS INC | $52.6B |
RSGREPUBLIC SVCS INC | $52.5B |
WSTWEST PHARMACEUTICAL SVSC INC | $50.9B |
NVDANVIDIA CORPORATION | $49.3B |
ROPROPER TECHNOLOGIES INC | $46.9B |
COSTCOSTCO WHSL CORP NEW | $46.7B |
SYKSTRYKER CORPORATION | $43.0B |
GIB/ACGI INC | $41.6B |
ICEINTERCONTINENTAL EXCHANGE IN | $40.9B |
UNPUNION PAC CORP | $40.4B |
INTUINTUIT | $40.0B |
ACNACCENTURE PLC IRELAND | $39.5B |
UBERUBER TECHNOLOGIES INC | $39.4B |
METAMETA PLATFORMS INC | $38.6B |
CHRCHURCHILL DOWNS INC | $36.7B |
CRMSALESFORCE INC | $32.3B |
TDYTELEDYNE TECHNOLOGIES INC | $31.0B |
RLIRLI CORP | $30.7B |
EXPOEXPONENT INC | $29.6B |
AMZNAMAZON COM INC | $29.0B |
ADBEADOBE INC | $28.5B |
SPGIS&P GLOBAL INC | $28.2B |
MRSHMARSH & MCLENNAN COS INC | $27.2B |
GOOGLALPHABET INC | $25.8B |
FIXCOMFORT SYS USA INC | $25.6B |
SNPSSYNOPSYS INC | $25.5B |
MSFTMICROSOFT CORP | $24.6B |
MAMASTERCARD INCORPORATED | $23.4B |
AMDADVANCED MICRO DEVICES INC | $22.6B |
EPAMEPAM SYS INC | $22.0B |
EXASEXACT SCIENCES CORP | $22.0B |
ZTSZOETIS INC | $21.4B |
SPSCSPS COMM INC | $19.3B |
MTDMETTLER TOLEDO INTERNATIONAL | $18.8B |
VVISA INC | $18.7B |
ATRAPTARGROUP INC | $18.6B |
AAONAAON INC | $18.4B |
CRWDCROWDSTRIKE HLDGS INC | $17.4B |
TMOTHERMO FISHER SCIENTIFIC INC | $17.1B |
CA8ACACI INTL INC | $17.0B |
JJSFJ & J SNACK FOODS CORP | $16.6B |
NFLXNETFLIX INC | $16.4B |
BKNGBOOKING HOLDINGS INC | $16.0B |
MTCHMATCH GROUP INC NEW | $16.0B |
VRTXVERTEX PHARMACEUTICALS INC | $15.8B |
AKXANSYS INC | $15.8B |
EMEEMCOR GROUP INC | $14.9B |
EX9EXELIXIS INC | $14.5B |
FSSFEDERAL SIGNAL CORP | $14.3B |
WWDWOODWARD INC | $14.3B |
RBCRBC BEARINGS INC | $14.2B |
HOODROBINHOOD MKTS INC | $14.1B |
MIGAMICROSTRATEGY INC | $14.0B |
DHRDANAHER CORPORATION | $13.6B |
COINCOINBASE GLOBAL INC | $13.5B |
FANGDIAMONDBACK ENERGY INC | $13.5B |
FNFABRINET | $13.3B |
BMIBADGER METER INC | $13.2B |
WTSWATTS WATER TECHNOLOGIES INC | $13.1B |
EXLSEXLSERVICE HOLDINGS INC | $12.6B |
PLUSEPLUS INC | $12.4B |
DC4DEXCOM INC | $12.3B |
SIGISELECTIVE INS GROUP INC | $12.0B |
DKNGDRAFTKINGS INC NEW | $11.7B |
JKHYHENRY JACK & ASSOC INC | $11.6B |
ENSGENSIGN GROUP INC | $11.5B |
WDAYWORKDAY INC | $11.5B |
PRIPRIMERICA INC | $11.2B |
ELSEQUITY LIFESTYLE PPTYS INC | $11.1B |
BLDTOPBUILD CORP | $10.8B |
ROLROLLINS INC | $10.7B |
BMRNBIOMARIN PHARMACEUTICAL INC | $10.6B |
OKTAOKTA INC | $10.4B |
CROXCROCS INC | $10.3B |
FCNFTI CONSULTING INC | $10.2B |
MSAMSA SAFETY INC | $10.1B |
AYIACUITY BRANDS INC | $9.9B |
AAPLAPPLE INC | $9.6B |
SHOPSHOPIFY INC | $9.3B |
MEDPMEDPACE HLDGS INC | $8.9B |
SITESITEONE LANDSCAPE SUPPLY INC | $8.9B |
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