EULAV Asset Management Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.7T
Holdings
184
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (184 positions)
| Stock | Value |
|---|---|
T7DTRANSDIGM GROUP INC | $94.0B |
CITCINTAS CORP | $89.1B |
CDNSCADENCE DESIGN SYSTEM INC | $65.9B |
WRBBERKLEY W R CORP | $60.0B |
ROPROPER TECHNOLOGIES INC | $56.5B |
FICOFAIR ISAAC CORP | $56.3B |
ITGARTNER INC | $54.8B |
POOLPOOL CORP | $52.8B |
LIILENNOX INTL INC | $49.1B |
IDXXIDEXX LABS INC | $46.4B |
WCNWASTE CONNECTIONS INC | $45.8B |
TDYTELEDYNE TECHNOLOGIES INC | $44.0B |
NOWSERVICENOW INC | $43.4B |
WSTWEST PHARMACEUTICAL SVSC INC | $42.8B |
CHECHEMED CORP NEW | $41.3B |
TYLTYLER TECHNOLOGIES INC | $40.1B |
MSIMOTOROLA SOLUTIONS INC | $39.8B |
RSGREPUBLIC SVCS INC | $39.1B |
MSCIMSCI INC | $38.0B |
HEIHEICO CORP NEW | $37.8B |
AFGAMERICAN FINL GROUP INC OHIO | $37.5B |
ADBEADOBE INC | $36.1B |
COSTCOSTCO WHSL CORP NEW | $36.0B |
ACNACCENTURE PLC IRELAND | $35.0B |
GIB/ACGI INC | $34.9B |
TMOTHERMO FISHER SCIENTIFIC INC | $34.6B |
CHRCHURCHILL DOWNS INC | $34.4B |
SPGIS&P GLOBAL INC | $33.5B |
UNPUNION PAC CORP | $33.4B |
SYKSTRYKER CORPORATION | $32.8B |
ICEINTERCONTINENTAL EXCHANGE IN | $32.8B |
INTUINTUIT | $32.0B |
EXPOEXPONENT INC | $31.7B |
UBERUBER TECHNOLOGIES INC | $29.0B |
IQVIQVIA HLDGS INC | $28.5B |
RLIRLI CORP | $28.1B |
MPWRMONOLITHIC PWR SYS INC | $26.9B |
METAMETA PLATFORMS INC | $25.8B |
NVDANVIDIA CORPORATION | $25.7B |
MRSHMARSH & MCLENNAN COS INC | $25.1B |
CDWCDW CORP | $24.2B |
DHRDANAHER CORPORATION | $23.9B |
GOOGLALPHABET INC | $23.7B |
CRMSALESFORCE INC | $23.6B |
ZTSZOETIS INC | $22.6B |
AONAON PLC | $22.6B |
JJSFJ & J SNACK FOODS CORP | $21.2B |
AMZNAMAZON COM INC | $21.0B |
SNPSSYNOPSYS INC | $20.5B |
EPAMEPAM SYS INC | $19.9B |
MAMASTERCARD INCORPORATED | $19.7B |
MSFTMICROSOFT CORP | $18.8B |
SPSCSPS COMM INC | $17.8B |
MTDMETTLER TOLEDO INTERNATIONAL | $17.5B |
EXASEXACT SCIENCES CORP | $16.3B |
ATRAPTARGROUP INC | $16.1B |
VVISA INC | $15.8B |
AKXANSYS INC | $15.4B |
AMDADVANCED MICRO DEVICES INC | $14.9B |
PXDEURPIONEER NAT RES CO | $14.2B |
EX9EXELIXIS INC | $14.2B |
TSLATESLA INC | $12.5B |
RIVNRIVIAN AUTOMOTIVE INC | $12.4B |
RBCRBC BEARINGS INC | $12.3B |
MTCHMATCH GROUP INC NEW | $12.1B |
BKNGBOOKING HOLDINGS INC | $11.9B |
AAONAAON INC | $11.9B |
AAPLAPPLE INC | $11.8B |
BMRNBIOMARIN PHARMACEUTICAL INC | $11.7B |
FANGDIAMONDBACK ENERGY INC | $11.6B |
VRTXVERTEX PHARMACEUTICALS INC | $11.6B |
WWDWOODWARD INC | $11.6B |
PLUSEPLUS INC | $11.2B |
EXLSEXLSERVICE HOLDINGS INC | $11.1B |
CRWDCROWDSTRIKE HLDGS INC | $11.0B |
ELSEQUITY LIFESTYLE PPTYS INC | $11.0B |
NFLXNETFLIX INC | $11.0B |
WTSWATTS WATER TECHNOLOGIES INC | $10.7B |
JKHYHENRY JACK & ASSOC INC | $10.1B |
SIGISELECTIVE INS GROUP INC | $9.9B |
WDAYWORKDAY INC | $9.7B |
DC4DEXCOM INC | $9.3B |
FIXCOMFORT SYS USA INC | $9.1B |
EMEEMCOR GROUP INC | $9.0B |
OKTAOKTA INC | $8.7B |
ROLROLLINS INC | $8.6B |
PRIPRIMERICA INC | $8.6B |
BMIBADGER METER INC | $8.3B |
CA8ACACI INTL INC | $8.0B |
WKWORKIVA INC | $7.7B |
SLGNSILGAN HLDGS INC | $7.4B |
SITESITEONE LANDSCAPE SUPPLY INC | $7.4B |
USPHU S PHYSICAL THERAPY | $7.1B |
LULULULULEMON ATHLETICA INC | $7.1B |
ENSGENSIGN GROUP INC | $7.1B |
RVNCEURREVANCE THERAPEUTICS INC | $6.9B |
FSSFEDERAL SIGNAL CORP | $6.8B |
FCNFTI CONSULTING INC | $6.5B |
TNETTRINET GROUP INC | $6.5B |
BABAALIBABA GROUP HLDG LTD | $6.4B |
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