EULAV Asset Management Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$4.0B
Holdings
165
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (165 positions)
| Stock | Value |
|---|---|
TYLTYLER TECHNOLOGIES INC | $144.8M |
HEIHEICO CORP NEW | $123.4M |
T7DTRANSDIGM GROUP INC | $122.1M |
WCNWASTE CONNECTIONS INC | $121.2M |
MSCIMSCI INC | $115.3M |
CITCINTAS CORP | $113.2M |
FICOFAIR ISAAC CORP | $104.9M |
LIILENNOX INTL INC | $104.7M |
WRBBERKLEY W R CORP | $101.1M |
ITGARTNER INC | $91.2M |
RSGREPUBLIC SVCS INC | $80.8M |
MSIMOTOROLA SOLUTIONS INC | $77.1M |
CHECHEMED CORP NEW | $76.0M |
CASYCASEYS GEN STORES INC | $74.0M |
CDNSCADENCE DESIGN SYSTEM INC | $73.6M |
MPWRMONOLITHIC PWR SYS INC | $67.4M |
AFGAMERICAN FINL GROUP INC OHIO | $65.5M |
CA8ACACI INTL INC | $64.7M |
POOLPOOL CORP | $59.6M |
BROBROWN & BROWN INC | $55.3M |
CDWCDW CORP | $55.1M |
IQVIQVIA HLDGS INC | $54.5M |
COSTCOSTCO WHSL CORP NEW | $54.0M |
ROPROPER TECHNOLOGIES INC | $53.8M |
IDXXIDEXX LABS INC | $53.0M |
NOWSERVICENOW INC | $52.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $51.4M |
ATRAPTARGROUP INC | $45.7M |
METAMETA PLATFORMS INC | $45.5M |
SYKSTRYKER CORPORATION | $45.3M |
NVDANVIDIA CORPORATION | $43.4M |
FIXCOMFORT SYS USA INC | $42.7M |
GIB/ACGI INC | $39.6M |
TDYTELEDYNE TECHNOLOGIES INC | $39.4M |
SPGIS&P GLOBAL INC | $34.6M |
INTUINTUIT | $33.6M |
UBERUBER TECHNOLOGIES INC | $33.6M |
RLIRLI CORP | $33.3M |
CHRCHURCHILL DOWNS INC | $33.0M |
MRSHMARSH & MCLENNAN COS INC | $32.2M |
ACNACCENTURE PLC IRELAND | $32.2M |
WSTWEST PHARMACEUTICAL SVSC INC | $30.8M |
AMZNAMAZON COM INC | $28.5M |
WSOWATSCO INC | $28.4M |
EXPOEXPONENT INC | $28.0M |
ADBEADOBE INC | $25.9M |
EXLSEXLSERVICE HOLDINGS INC | $25.7M |
NFLXNETFLIX INC | $23.9M |
POSTPOST HLDGS INC | $23.6M |
VVISA INC | $22.4M |
GOOGLALPHABET INC | $22.4M |
MIGAMICROSTRATEGY INC | $21.6M |
SNPSSYNOPSYS INC | $20.8M |
MSFTMICROSOFT CORP | $20.7M |
ZTSZOETIS INC | $20.6M |
AMDADVANCED MICRO DEVICES INC | $19.9M |
WWDWOODWARD INC | $19.6M |
ENSGENSIGN GROUP INC | $19.6M |
EX9EXELIXIS INC | $19.6M |
RBCRBC BEARINGS INC | $18.1M |
FSSFEDERAL SIGNAL CORP | $17.7M |
MTDMETTLER TOLEDO INTERNATIONAL | $16.7M |
ROLROLLINS INC | $16.5M |
AAONAAON INC | $16.3M |
WTSWATTS WATER TECHNOLOGIES INC | $16.3M |
TTTRANE TECHNOLOGIES PLC | $16.2M |
TSLATESLA INC | $16.1M |
AITAPPLIED INDL TECHNOLOGIES IN | $15.7M |
BMIBADGER METER INC | $15.5M |
HOODROBINHOOD MKTS INC | $15.4M |
CRWDCROWDSTRIKE HLDGS INC | $14.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $14.6M |
EXASEXACT SCIENCES CORP | $14.5M |
FNFABRINET | $14.2M |
CRMSALESFORCE INC | $14.0M |
SPSCSPS COMM INC | $13.9M |
VRTXVERTEX PHARMACEUTICALS INC | $13.8M |
EMEEMCOR GROUP INC | $13.5M |
COINCOINBASE GLOBAL INC | $13.3M |
BKNGBOOKING HOLDINGS INC | $12.7M |
PRIPRIMERICA INC | $12.6M |
MMSIMERIT MED SYS INC | $12.4M |
APPFAPPFOLIO INC | $12.2M |
JKHYHENRY JACK & ASSOC INC | $12.2M |
MAMASTERCARD INCORPORATED | $12.1M |
JJSFJ & J SNACK FOODS CORP | $12.1M |
AVGOBROADCOM INC | $11.9M |
EPAMEPAM SYS INC | $11.6M |
AAPLAPPLE INC | $11.3M |
KAIKADANT INC | $11.3M |
DHRDANAHER CORPORATION | $11.2M |
CVCOCAVCO INDS INC DEL | $10.8M |
FANGDIAMONDBACK ENERGY INC | $10.7M |
RUSHARUSH ENTERPRISES INC | $10.4M |
MSAMSA SAFETY INC | $10.3M |
SIGISELECTIVE INS GROUP INC | $10.1M |
CMGCHIPOTLE MEXICAN GRILL INC | $10.0M |
GPIGROUP 1 AUTOMOTIVE INC | $9.9M |
SFSTIFEL FINL CORP | $9.8M |
WDAYWORKDAY INC | $9.8M |
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