EULAV Asset Management Q3 2022 Filing
Filed November 4, 2022
Portfolio Value
$2.3T
Holdings
198
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (198 positions)
| Stock | Value |
|---|---|
CITCINTAS CORP | $67.7B |
DHRDANAHER CORPORATION | $61.1B |
CDNSCADENCE DESIGN SYSTEM INC | $60.3B |
TMOTHERMO FISHER SCIENTIFIC INC | $52.2B |
INTUINTUIT | $48.8B |
SPGIS&P GLOBAL INC | $47.5B |
T7DTRANSDIGM GROUP INC | $46.8B |
TDYTELEDYNE TECHNOLOGIES INC | $42.9B |
WRBBERKLEY W R CORP | $42.2B |
ACNACCENTURE PLC IRELAND | $41.7B |
RSGREPUBLIC SVCS INC | $37.3B |
ICEINTERCONTINENTAL EXCHANGE IN | $36.8B |
TYLTYLER TECHNOLOGIES INC | $36.1B |
CHECHEMED CORP NEW | $36.1B |
CRMSALESFORCE INC | $35.2B |
NOWSERVICENOW INC | $34.4B |
FISVFISERV INC | $32.0B |
UNPUNION PAC CORP | $32.0B |
COSTCOSTCO WHSL CORP NEW | $30.8B |
EXPOEXPONENT INC | $29.7B |
FICOFAIR ISAAC CORP | $29.1B |
ITGARTNER INC | $28.2B |
POOLPOOL CORP | $28.1B |
AFGAMERICAN FINL GROUP INC OHIO | $27.7B |
EPAMEPAM SYS INC | $27.5B |
CHRCHURCHILL DOWNS INC | $26.5B |
ROPROPER TECHNOLOGIES INC | $26.1B |
AONAON PLC | $25.6B |
ACGLARCH CAP GROUP LTD | $24.2B |
GIB/ACGI INC | $22.7B |
ELSEQUITY LIFESTYLE PPTYS INC | $22.5B |
LIILENNOX INTL INC | $21.8B |
ADBEADOBE SYSTEMS INCORPORATED | $21.4B |
SNPSSYNOPSYS INC | $21.3B |
MSIMOTOROLA SOLUTIONS INC | $20.4B |
IDXXIDEXX LABS INC | $19.9B |
NEENEXTERA ENERGY INC | $19.9B |
METAMETA PLATFORMS INC | $19.7B |
MRSHMARSH & MCLENNAN COS INC | $19.6B |
AMZNAMAZON COM INC | $19.5B |
FANGDIAMONDBACK ENERGY INC | $19.3B |
AKXANSYS INC | $18.3B |
RLIRLI CORP | $17.9B |
GOOGLALPHABET INC | $17.8B |
WCNWASTE CONNECTIONS INC | $17.5B |
VVISA INC | $17.4B |
JJSFJ & J SNACK FOODS CORP | $16.8B |
UBERUBER TECHNOLOGIES INC | $16.3B |
IQVIQVIA HLDGS INC | $16.3B |
PXDEURPIONEER NAT RES CO | $15.8B |
MTDMETTLER TOLEDO INTERNATIONAL | $15.7B |
PYPLPAYPAL HLDGS INC | $15.5B |
QCOMQUALCOMM INC | $15.0B |
ECLECOLAB INC | $15.0B |
AAPLAPPLE INC | $14.4B |
MAMASTERCARD INCORPORATED | $14.2B |
VRTXVERTEX PHARMACEUTICALS INC | $13.9B |
MSFTMICROSOFT CORP | $13.7B |
TSLATESLA INC | $13.2B |
EX9EXELIXIS INC | $13.0B |
SPSCSPS COMM INC | $13.0B |
EXLSEXLSERVICE HOLDINGS INC | $12.7B |
BACBK OF AMERICA CORP | $12.5B |
ATRAPTARGROUP INC | $12.3B |
JKHYHENRY JACK & ASSOC INC | $12.2B |
RBCRBC BEARINGS INC | $10.9B |
GSGOLDMAN SACHS GROUP INC | $10.3B |
DISDISNEY WALT CO | $9.9B |
DC4DEXCOM INC | $9.8B |
NFLXNETFLIX INC | $9.4B |
BKNGBOOKING HOLDINGS INC | $9.4B |
HEIHEICO CORP NEW | $9.2B |
EXASEXACT SCIENCES CORP | $8.9B |
BXBLACKSTONE INC | $8.8B |
FFINFIRST FINL BANKSHARES INC | $8.6B |
NVDANVIDIA CORPORATION | $8.6B |
DALDELTA AIR LINES INC DEL | $8.6B |
ULTAULTA BEAUTY INC | $8.2B |
WDAYWORKDAY INC | $8.1B |
ROLROLLINS INC | $8.0B |
AMDADVANCED MICRO DEVICES INC | $7.9B |
JPMJPMORGAN CHASE & CO | $7.8B |
DVNDEVON ENERGY CORP NEW | $7.8B |
PLUSEPLUS INC | $7.8B |
WWDWOODWARD INC | $7.5B |
CRWDCROWDSTRIKE HLDGS INC | $7.4B |
SLGNSILGAN HOLDINGS INC | $7.3B |
MTCHMATCH GROUP INC NEW | $7.2B |
LULULULULEMON ATHLETICA INC | $7.0B |
WTSWATTS WATER TECHNOLOGIES INC | $6.7B |
HOODROBINHOOD MKTS INC | $6.7B |
AAONAAON INC | $6.7B |
OKTAOKTA INC | $6.6B |
SYKSTRYKER CORPORATION | $6.6B |
SPLKCHFSPLUNK INC | $6.3B |
FIVNFIVE9 INC | $6.3B |
TWLOTWILIO INC | $6.1B |
CPRTCOPART INC | $6.0B |
FCNFTI CONSULTING INC | $6.0B |
WKWORKIVA INC | $5.9B |
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