EULAV Asset Management Q3 2020 Filing
Filed November 5, 2020
Portfolio Value
$3.4B
Holdings
251
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (251 positions)
| Stock | Value |
|---|---|
AKXANSYS INC | $78.5M |
TDYTELEDYNE TECHNOLOGIES INC | $74.9M |
CRMSALESFORCE COM INC | $68.4M |
DHRDANAHER CORPORATION | $67.8M |
ROPROPER TECHNOLOGIES INC | $66.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $60.6M |
WCNWASTE CONNECTIONS INC | $59.0M |
MTDMETTLER TOLEDO INTERNATIONAL | $58.3M |
ACNACCENTURE PLC IRELAND | $55.5M |
MAMASTERCARD INCORPORATED | $55.4M |
HEIHEICO CORP NEW | $53.8M |
NOWSERVICENOW INC | $52.4M |
AMZNAMAZON COM INC | $49.4M |
T7DTRANSDIGM GROUP INC | $47.9M |
CDNSCADENCE DESIGN SYSTEM INC | $46.1M |
CHECHEMED CORP NEW | $45.8M |
FISVFISERV INC | $45.6M |
CHDCHURCH & DWIGHT INC | $45.2M |
ECLECOLAB INC | $45.2M |
IDXXIDEXX LABS INC | $42.9M |
CITCINTAS CORP | $42.7M |
UNPUNION PAC CORP | $41.6M |
ADBEADOBE SYSTEMS INCORPORATED | $41.1M |
SPGIS&P GLOBAL INC | $40.5M |
JKHYHENRY JACK & ASSOC INC | $39.8M |
BALLBALL CORP | $38.8M |
FICOFAIR ISAAC CORP | $36.9M |
POOLPOOL CORP | $36.5M |
TYLTYLER TECHNOLOGIES INC | $35.5M |
ROLROLLINS INC | $35.3M |
EX9EXELIXIS INC | $33.7M |
TJXTJX COS INC NEW | $30.7M |
NOCNORTHROP GRUMMAN CORP | $30.0M |
METAFACEBOOK INC | $29.9M |
INTUINTUIT | $28.8M |
COSTCOSTCO WHSL CORP NEW | $27.5M |
LIILENNOX INTL INC | $26.7M |
—BIOHAVEN PHARMACTL HLDG CO L | $26.3M |
RSGREPUBLIC SVCS INC | $25.9M |
ALXNALEXION PHARMACEUTICALS INC | $25.4M |
FISFIDELITY NATL INFORMATION SV | $25.2M |
EXASEXACT SCIENCES CORP | $24.8M |
RNGRINGCENTRAL INC | $24.4M |
CHRCHURCHILL DOWNS INC | $24.3M |
PYPLPAYPAL HLDGS INC | $24.2M |
ICEINTERCONTINENTAL EXCHANGE IN | $24.2M |
AMTAMERICAN TOWER CORP NEW | $23.4M |
WRBBERKLEY W R CORP | $23.4M |
TTCTORO CO | $23.1M |
AZOAUTOZONE INC | $23.0M |
GOOGLALPHABET INC | $22.9M |
NVDANVIDIA CORPORATION | $22.7M |
AAPLAPPLE INC | $22.7M |
ATRAPTARGROUP INC | $21.9M |
ADPAUTOMATIC DATA PROCESSING IN | $21.5M |
NFLXNETFLIX INC | $21.0M |
NEENEXTERA ENERGY INC | $20.9M |
ACGLARCH CAP GROUP LTD | $20.9M |
SPLKCHFSPLUNK INC | $20.3M |
ELSEQUITY LIFESTYLE PPTYS INC | $20.3M |
EXPOEXPONENT INC | $20.0M |
JJSFJ & J SNACK FOODS CORP | $19.7M |
ATVIEURACTIVISION BLIZZARD INC | $18.5M |
GIB/ACGI INC | $18.4M |
VVISA INC | $18.0M |
PTONPELOTON INTERACTIVE INC | $18.0M |
SHOPSHOPIFY INC | $17.9M |
SNPSSYNOPSYS INC | $17.2M |
TWTRUSDTWITTER INC | $16.9M |
BABAALIBABA GROUP HLDG LTD | $16.5M |
EQIXEQUINIX INC | $16.4M |
AFGAMERICAN FINL GROUP INC OHIO | $16.1M |
—IHS MARKIT LTD | $15.6M |
TWLOTWILIO INC | $15.6M |
CRWDCROWDSTRIKE HLDGS INC | $15.5M |
DC4DEXCOM INC | $15.3M |
ZEN1EURZENDESK INC | $14.9M |
RLIRLI CORP | $14.7M |
AVGOBROADCOM INC | $14.6M |
QCOMQUALCOMM INC | $14.2M |
CSLCARLISLE COS INC | $14.2M |
AONAON PLC | $14.0M |
SBUXSTARBUCKS CORP | $13.7M |
WORKSLACK TECHNOLOGIES INC | $13.7M |
WDAYWORKDAY INC | $13.3M |
EFXEQUIFAX INC | $13.3M |
AMEAMETEK INC | $13.2M |
RNRRENAISSANCERE HLDGS LTD | $13.1M |
DPZDOMINOS PIZZA INC | $12.9M |
MSFTMICROSOFT CORP | $12.8M |
VRTXVERTEX PHARMACEUTICALS INC | $12.7M |
ITGARTNER INC | $12.3M |
ORLYOREILLY AUTOMOTIVE INC | $12.2M |
ULTAULTA BEAUTY INC | $11.9M |
EPAMEPAM SYS INC | $11.3M |
FIVNFIVE9 INC | $10.9M |
EWEDWARDS LIFESCIENCES CORP | $10.9M |
DGDOLLAR GEN CORP NEW | $10.7M |
LYFTLYFT INC | $10.6M |
BMYBRISTOL-MYERS SQUIBB CO | $10.6M |
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