EULAV Asset Management Q3 2019 Filing
Filed November 12, 2019
Portfolio Value
$2.7B
Holdings
296
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (296 positions)
| Stock | Value |
|---|---|
TDYTELEDYNE TECHNOLOGIES INC | $73.0M |
HEIHEICO CORP NEW | $56.3M |
WCNWASTE CONNECTIONS INC | $52.5M |
AKXANSYS INC | $51.4M |
MTDMETTLER TOLEDO INTERNATIONAL | $48.4M |
ROPROPER TECHNOLOGIES INC | $47.7M |
IDXXIDEXX LABS INC | $47.4M |
FISVFISERV INC | $45.5M |
TTCTORO CO | $45.0M |
DHRDANAHER CORPORATION | $42.5M |
T7DTRANSDIGM GROUP INC | $40.6M |
CHDCHURCH & DWIGHT INC | $38.4M |
ACNACCENTURE PLC IRELAND | $37.0M |
CRMSALESFORCE COM INC | $36.5M |
AMZNAMAZON COM INC | $36.5M |
ECLECOLAB INC | $36.2M |
MAMASTERCARD INC | $35.5M |
CHECHEMED CORP NEW | $34.2M |
BALLBALL CORP | $33.3M |
NOWSERVICENOW INC | $32.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $32.2M |
ROLROLLINS INC | $31.6M |
AMEAMETEK INC NEW | $30.8M |
TJXTJX COS INC NEW | $28.2M |
ALXNALEXION PHARMACEUTICALS INC | $26.7M |
UNPUNION PACIFIC CORP | $26.3M |
METAFACEBOOK INC | $25.8M |
JJSFJ & J SNACK FOODS CORP | $25.4M |
GOOGLALPHABET INC | $24.4M |
CDNSCADENCE DESIGN SYSTEM INC | $23.8M |
LIILENNOX INTL INC | $23.8M |
VVISA INC | $23.7M |
ACGLARCH CAP GROUP LTD | $23.7M |
AMTAMERICAN TOWER CORP NEW | $22.4M |
ATRAPTARGROUP INC | $22.4M |
POOLPOOL CORPORATION | $22.3M |
COSTCOSTCO WHSL CORP NEW | $22.3M |
ADPAUTOMATIC DATA PROCESSING IN | $21.4M |
FICOFAIR ISAAC CORP | $21.3M |
AZOAUTOZONE INC | $21.1M |
EX9EXELIXIS INC | $19.9M |
ATVIEURACTIVISION BLIZZARD INC | $19.8M |
NOCNORTHROP GRUMMAN CORP | $18.9M |
APHAMPHENOL CORP NEW | $18.9M |
ORLYO REILLY AUTOMOTIVE INC NEW | $18.7M |
ADBEADOBE INC | $18.6M |
SPLKCHFSPLUNK INC | $17.2M |
TYLTYLER TECHNOLOGIES INC | $17.0M |
PYPLPAYPAL HLDGS INC | $17.0M |
CNRCANADIAN NATL RY CO | $16.7M |
NFLXNETFLIX INC | $16.3M |
BABAALIBABA GROUP HLDG LTD | $16.2M |
FISFIDELITY NATL INFORMATION SV | $15.8M |
—GRUBHUB INC | $15.7M |
RSGREPUBLIC SVCS INC | $15.6M |
CSLCARLISLE COS INC | $15.4M |
AFGAMERICAN FINL GROUP INC OHIO | $15.3M |
JKHYHENRY JACK & ASSOC INC | $14.7M |
INTUINTUIT | $14.1M |
RLIRLI CORP | $14.1M |
EXASEXACT SCIENCES CORP | $13.9M |
HSICHENRY SCHEIN INC | $13.8M |
IEXIDEX CORP | $13.7M |
ITGARTNER INC | $13.6M |
EXPOEXPONENT INC | $13.5M |
BMRNBIOMARIN PHARMACEUTICAL INC | $13.5M |
AVGOBROADCOM INC | $13.4M |
WEXWEX INC | $13.3M |
—IHS MARKIT LTD | $13.3M |
SBACSBA COMMUNICATIONS CORP NEW | $13.3M |
ZEN1EURZENDESK INC | $13.1M |
ICPTUSDINTERCEPT PHARMACEUTICALS IN | $13.1M |
CITCINTAS CORP | $12.7M |
CHRCHURCHILL DOWNS INC | $12.4M |
FANGDIAMONDBACK ENERGY INC | $12.2M |
NVDANVIDIA CORP | $12.0M |
VRTXVERTEX PHARMACEUTICALS INC | $11.7M |
WWDWOODWARD INC | $11.0M |
DC4DEXCOM INC | $10.9M |
STZCONSTELLATION BRANDS INC | $10.8M |
DPZDOMINOS PIZZA INC | $10.6M |
EWEDWARDS LIFESCIENCES CORP | $10.6M |
ELSEQUITY LIFESTYLE PPTYS INC | $10.1M |
USPHU S PHYSICAL THERAPY INC | $10.1M |
GIB/ACGI INC | $9.9M |
MTNVAIL RESORTS INC | $9.8M |
RNRRENAISSANCERE HOLDINGS LTD | $9.7M |
ELLAUDER ESTEE COS INC | $9.6M |
—BIOHAVEN PHARMACTL HLDG CO L | $9.2M |
SNPSSYNOPSYS INC | $9.1M |
ILMNILLUMINA INC | $9.1M |
RBCRBC BEARINGS INC | $8.7M |
CRWDCROWDSTRIKE HLDGS INC | $8.5M |
WORKSLACK TECHNOLOGIES INC | $8.2M |
LYFTLYFT INC | $8.2M |
PXDEURPIONEER NAT RES CO | $7.9M |
BXBLACKSTONE GROUP INC | $7.8M |
TWLOTWILIO INC | $7.8M |
BDXBECTON DICKINSON & CO | $7.8M |
AONAON PLC | $7.7M |
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