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 |
|---|---|
BMRNBIOMARIN PHARMACEUTICAL INC | $10.2M |
VRSKVERISK ANALYTICS INC | $9.8M |
STZCONSTELLATION BRANDS INC | $9.7M |
DISDISNEY WALT CO | $9.1M |
IQVIQVIA HLDGS INC | $8.9M |
CSGPCOSTAR GROUP INC | $8.7M |
BXBLACKSTONE GROUP INC | $8.4M |
COOCOOPER COS INC | $8.3M |
TFXTELEFLEX INCORPORATED | $8.3M |
WWDWOODWARD INC | $8.2M |
SPSCSPS COMMERCE INC | $8.1M |
MUMICRON TECHNOLOGY INC | $8.0M |
BACBK OF AMERICA CORP | $7.7M |
PLANUSDANAPLAN INC | $7.5M |
PGRPROGRESSIVE CORP | $7.2M |
AAONAAON INC | $7.2M |
BUWABIO RAD LABS INC | $7.0M |
SLGNSILGAN HOLDINGS INC | $7.0M |
—STAMPS COM INC | $6.9M |
FANGDIAMONDBACK ENERGY INC | $6.9M |
EVBGEUREVERBRIDGE INC | $6.9M |
PLUSEPLUS INC | $6.9M |
USPHU S PHYSICAL THERAPY INC | $6.8M |
JPMJPMORGAN CHASE & CO | $6.7M |
LULULULULEMON ATHLETICA INC | $6.6M |
GPNGLOBAL PMTS INC | $6.4M |
LENLENNAR CORP | $6.4M |
RBCRBC BEARINGS INC | $6.4M |
IEXIDEX CORP | $6.3M |
SFSTIFEL FINL CORP | $6.3M |
ICPTUSDINTERCEPT PHARMACEUTICALS IN | $6.3M |
VRSNVERISIGN INC | $6.0M |
T77LENDINGTREE INC NEW | $6.0M |
CPRTCOPART INC | $5.9M |
SBACSBA COMMUNICATIONS CORP NEW | $5.9M |
OTXOPEN TEXT CORP | $5.8M |
FFINFIRST FINL BANKSHARES | $5.8M |
ENSENERSYS | $5.8M |
EXLSEXLSERVICE HOLDINGS INC | $5.7M |
UNHUNITEDHEALTH GROUP INC | $5.5M |
MSIMOTOROLA SOLUTIONS INC | $5.3M |
WTSWATTS WATER TECHNOLOGIES INC | $5.3M |
IPHIINPHI CORP | $5.3M |
ICUIICU MED INC | $5.3M |
IRTCIRHYTHM TECHNOLOGIES INC | $4.8M |
KWRQUAKER CHEM CORP | $4.8M |
HLTHILTON WORLDWIDE HLDGS INC | $4.7M |
TREXTREX CO INC | $4.6M |
COUPEURCOUPA SOFTWARE INC | $4.5M |
NEOGNEOGEN CORP | $4.5M |
ZTSZOETIS INC | $4.5M |
—ACACIA COMMUNICATIONS INC | $4.5M |
HELEHELEN OF TROY LTD | $4.5M |
HCSGHEALTHCARE SVCS GROUP INC | $4.3M |
WKWORKIVA INC | $4.3M |
LSTRLANDSTAR SYS INC | $4.2M |
OMCLOMNICELL COM | $4.2M |
PAYCPAYCOM SOFTWARE INC | $4.2M |
HDHOME DEPOT INC | $4.2M |
BLDTOPBUILD CORP | $4.2M |
PXDEURPIONEER NAT RES CO | $4.1M |
YUSDALLEGHANY CORP DEL | $4.1M |
ENSGENSIGN GROUP INC | $4.1M |
LCIILCI INDS | $4.0M |
NKENIKE INC | $4.0M |
SUXSYNNEX CORP | $4.0M |
CVGWCALAVO GROWERS INC | $3.9M |
MRCYMERCURY SYS INC | $3.9M |
MTNVAIL RESORTS INC | $3.9M |
FCNFTI CONSULTING INC | $3.8M |
PFPTPROOFPOINT INC | $3.8M |
CVCOCAVCO INDS INC DEL | $3.8M |
MNROMONRO INC | $3.6M |
MCXMCCORMICK & CO INC | $3.5M |
FMCF M C CORP | $3.5M |
MMSMAXIMUS INC | $3.3M |
SAICSCIENCE APPLICATIONS INTL CO | $3.3M |
MPWRMONOLITHIC PWR SYS INC | $3.2M |
RPDRAPID7 INC | $3.1M |
LHXL3HARRIS TECHNOLOGIES INC | $3.1M |
CROXCROCS INC | $3.1M |
PEPPEPSICO INC | $3.0M |
QLYSQUALYS INC | $3.0M |
KEYSKEYSIGHT TECHNOLOGIES INC | $3.0M |
WINGWINGSTOP INC | $3.0M |
UNFUNIFIRST CORP MASS | $3.0M |
ELLAUDER ESTEE COS INC | $2.8M |
JXC1J2 GLOBAL INC | $2.7M |
CASYCASEYS GEN STORES INC | $2.3M |
GLGLOBE LIFE INC | $2.3M |
BCPCBALCHEM CORP | $2.3M |
LADLITHIA MTRS INC | $2.2M |
PENNPENN NATL GAMING INC | $2.1M |
AWGASBURY AUTOMOTIVE GROUP INC | $2.1M |
TSAACI WORLDWIDE INC | $2.1M |
WDWALKER & DUNLOP INC | $2.1M |
PRIPRIMERICA INC | $2.1M |
ALRMALARM COM HLDGS INC | $2.0M |
PRGSPROGRESS SOFTWARE CORP | $2.0M |
SITESITEONE LANDSCAPE SUPPLY INC | $2.0M |