EULAV Asset Management Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$3.2B
Holdings
176
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (176 positions)
| Stock | Value |
|---|---|
T7DTRANSDIGM GROUP INC | $116.0M |
CITCINTAS CORP | $109.2M |
ITGARTNER INC | $80.2M |
TYLTYLER TECHNOLOGIES INC | $78.9M |
CDNSCADENCE DESIGN SYSTEM INC | $76.6M |
FICOFAIR ISAAC CORP | $75.4M |
LIILENNOX INTL INC | $73.3M |
WRBBERKLEY W R CORP | $68.5M |
POOLPOOL CORP | $67.7M |
ROPROPER TECHNOLOGIES INC | $63.5M |
CDWCDW CORP | $62.8M |
MSCIMSCI INC | $60.7M |
CHECHEMED CORP NEW | $60.6M |
IDXXIDEXX LABS INC | $58.9M |
HEIHEICO CORP NEW | $51.0M |
WCNWASTE CONNECTIONS INC | $50.9M |
NOWSERVICENOW INC | $50.8M |
MSIMOTOROLA SOLUTIONS INC | $45.7M |
WSTWEST PHARMACEUTICAL SVSC INC | $45.3M |
RSGREPUBLIC SVCS INC | $45.3M |
AFGAMERICAN FINL GROUP INC OHIO | $44.5M |
MPWRMONOLITHIC PWR SYS INC | $43.7M |
COSTCOSTCO WHSL CORP NEW | $42.1M |
SPGIS&P GLOBAL INC | $40.4M |
UNPUNION PAC CORP | $40.3M |
CHRCHURCHILL DOWNS INC | $40.0M |
ACNACCENTURE PLC IRELAND | $40.0M |
INTUINTUIT | $38.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $38.3M |
GIB/ACGI INC | $37.1M |
ADBEADOBE INC | $36.3M |
SYKSTRYKER CORPORATION | $35.9M |
UBERUBER TECHNOLOGIES INC | $33.9M |
IQVIQVIA HLDGS INC | $33.6M |
EXPOEXPONENT INC | $32.5M |
TDYTELEDYNE TECHNOLOGIES INC | $32.2M |
CRMSALESFORCE INC | $29.4M |
METAMETA PLATFORMS INC | $29.4M |
NVDANVIDIA CORPORATION | $29.0M |
RLIRLI CORP | $27.6M |
GOOGLALPHABET INC | $25.3M |
ZTSZOETIS INC | $25.1M |
MRSHMARSH & MCLENNAN COS INC | $25.0M |
AMZNAMAZON COM INC | $24.8M |
SNPSSYNOPSYS INC | $23.0M |
MSFTMICROSOFT CORP | $22.4M |
EPAMEPAM SYS INC | $22.3M |
JJSFJ & J SNACK FOODS CORP | $21.7M |
MAMASTERCARD INCORPORATED | $21.1M |
AONAON PLC | $20.3M |
SPSCSPS COMM INC | $20.3M |
AMDADVANCED MICRO DEVICES INC | $19.5M |
EXASEXACT SCIENCES CORP | $19.0M |
BKNGBOOKING HOLDINGS INC | $17.7M |
VVISA INC | $17.7M |
MTDMETTLER TOLEDO INTERNATIONAL | $17.1M |
AKXANSYS INC | $16.5M |
ATRAPTARGROUP INC | $15.9M |
VRTXVERTEX PHARMACEUTICALS INC | $15.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $15.6M |
EX9EXELIXIS INC | $15.6M |
CRWDCROWDSTRIKE HLDGS INC | $15.6M |
FIXCOMFORT SYS USA INC | $15.4M |
AAONAAON INC | $15.4M |
RBCRBC BEARINGS INC | $15.0M |
PLUSEPLUS INC | $14.1M |
CA8ACACI INTL INC | $13.8M |
NFLXNETFLIX INC | $13.5M |
WTSWATTS WATER TECHNOLOGIES INC | $12.8M |
WWDWOODWARD INC | $12.7M |
DHRDANAHER CORPORATION | $12.6M |
BMRNBIOMARIN PHARMACEUTICAL INC | $12.5M |
EXLSEXLSERVICE HOLDINGS INC | $12.3M |
MTCHMATCH GROUP INC NEW | $12.2M |
DC4DEXCOM INC | $12.2M |
ELSEQUITY LIFESTYLE PPTYS INC | $12.2M |
WDAYWORKDAY INC | $12.0M |
RIVNRIVIAN AUTOMOTIVE INC | $12.0M |
BMIBADGER METER INC | $11.7M |
FNFABRINET | $11.7M |
AAPLAPPLE INC | $11.6M |
FANGDIAMONDBACK ENERGY INC | $11.3M |
TSLATESLA INC | $11.3M |
JKHYHENRY JACK & ASSOC INC | $10.9M |
SIGISELECTIVE INS GROUP INC | $10.8M |
FSSFEDERAL SIGNAL CORP | $10.1M |
ROLROLLINS INC | $10.1M |
FCNFTI CONSULTING INC | $9.7M |
EMEEMCOR GROUP INC | $9.2M |
OKTAOKTA INC | $9.1M |
PRIPRIMERICA INC | $9.1M |
BLDTOPBUILD CORP | $9.1M |
SNAPSNAP INC | $8.6M |
ENSGENSIGN GROUP INC | $8.6M |
HOODROBINHOOD MKTS INC | $8.5M |
LULULULULEMON ATHLETICA INC | $8.4M |
DKNGDRAFTKINGS INC NEW | $8.2M |
SITESITEONE LANDSCAPE SUPPLY INC | $8.1M |
SHOPSHOPIFY INC | $7.9M |
SLGNSILGAN HLDGS INC | $7.8M |
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