EULAV Asset Management Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$3.7T
Holdings
145
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
TYLTYLER TECHNOLOGIES INC | $113.0B |
HEIHEICO CORP NEW | $107.0B |
MSCIMSCI INC | $106.0B |
WCNWASTE CONNECTIONS INC | $103.0B |
CASYCASEYS GEN STORES INC | $96.0B |
CA8ACACI INTL INC | $93.0B |
CDNSCADENCE DESIGN SYSTEM INC | $90.0B |
WRBBERKLEY W R CORP | $90.0B |
IDXXIDEXX LABS INC | $85.0B |
LIILENNOX INTL INC | $81.0B |
MPWRMONOLITHIC PWR SYS INC | $70.0B |
IQVIQVIA HLDGS INC | $69.0B |
AFGAMERICAN FINL GROUP INC OHIO | $68.0B |
CITCINTAS CORP | $68.0B |
MSIMOTOROLA SOLUTIONS INC | $67.0B |
RSGREPUBLIC SVCS INC | $64.0B |
ROPROPER TECHNOLOGIES INC | $60.0B |
NVDANVIDIA CORPORATION | $59.0B |
FIXCOMFORT SYS USA INC | $56.0B |
TDYTELEDYNE TECHNOLOGIES INC | $54.0B |
FICOFAIR ISAAC CORP | $52.0B |
WWDWOODWARD INC | $52.0B |
METAMETA PLATFORMS INC | $51.0B |
COSTCOSTCO WHSL CORP NEW | $48.0B |
NOWSERVICENOW INC | $48.0B |
GOOGLALPHABET INC | $47.0B |
AMDADVANCED MICRO DEVICES INC | $41.0B |
RBCRBC BEARINGS INC | $40.0B |
T7DTRANSDIGM GROUP INC | $39.0B |
AMZNAMAZON COM INC | $38.0B |
GIB/ACGI INC | $36.0B |
SYKSTRYKER CORPORATION | $35.0B |
BROBROWN & BROWN INC | $35.0B |
APPAPPLOVIN CORP | $35.0B |
AZOAUTOZONE INC | $33.0B |
POOLPOOL CORP | $33.0B |
AVGOBROADCOM INC | $31.0B |
WTSWATTS WATER TECHNOLOGIES INC | $31.0B |
UBERUBER TECHNOLOGIES INC | $30.0B |
MSFTMICROSOFT CORP | $29.0B |
SPGIS&P GLOBAL INC | $29.0B |
FNFABRINET | $28.0B |
ENSGENSIGN GROUP INC | $28.0B |
MDGLMADRIGAL PHARMACEUTICALS INC | $28.0B |
WSTWEST PHARMACEUTICAL SVSC INC | $28.0B |
FSSFEDERAL SIGNAL CORP | $28.0B |
HOODROBINHOOD MKTS INC | $28.0B |
COINCOINBASE GLOBAL INC | $26.0B |
TSLATESLA INC | $26.0B |
RLIRLI CORP | $26.0B |
ICEINTERCONTINENTAL EXCHANGE IN | $26.0B |
AITAPPLIED INDL TECHNOLOGIES IN | $26.0B |
NFLXNETFLIX INC | $25.0B |
MRSHMARSH & MCLENNAN COS INC | $24.0B |
EXLSEXLSERVICE HOLDINGS INC | $24.0B |
SPXCSPX TECHNOLOGIES INC | $23.0B |
EX9EXELIXIS INC | $23.0B |
CHRCHURCHILL DOWNS INC | $23.0B |
POSTPOST HLDGS INC | $22.0B |
MIGASTRATEGY INC | $20.0B |
BRBROADRIDGE FINL SOLUTIONS IN | $19.0B |
MTDMETTLER TOLEDO INTERNATIONAL | $19.0B |
ROLROLLINS INC | $19.0B |
TTTRANE TECHNOLOGIES PLC | $18.0B |
INTUINTUIT | $18.0B |
MEDPMEDPACE HLDGS INC | $18.0B |
EXPOEXPONENT INC | $18.0B |
VVISA INC | $18.0B |
CRMSALESFORCE INC | $17.0B |
TMOTHERMO FISHER SCIENTIFIC INC | $17.0B |
MAMASTERCARD INCORPORATED | $16.0B |
GATXGATX CORP | $16.0B |
CRWDCROWDSTRIKE HLDGS INC | $16.0B |
MUMICRON TECHNOLOGY INC | $15.0B |
AAONAAON INC | $15.0B |
CHECHEMED CORP NEW | $15.0B |
BLDTOPBUILD CORP | $15.0B |
BMIBADGER METER INC | $15.0B |
CRSCARPENTER TECHNOLOGY CORP | $15.0B |
IM8NINSMED INC | $14.0B |
RUSHARUSH ENTERPRISES INC | $14.0B |
MTSIMACOM TECH SOLUTIONS HLDGS I | $14.0B |
SFSTIFEL FINL CORP | $13.0B |
AYIACUITY INC | $13.0B |
CRWVCOREWEAVE INC | $13.0B |
MMSIMERIT MED SYS INC | $13.0B |
SHOPSHOPIFY INC | $12.0B |
MSAMSA SAFETY INC | $12.0B |
PHPARKER-HANNIFIN CORP | $12.0B |
APPFAPPFOLIO INC | $12.0B |
CVCOCAVCO INDS INC DEL | $12.0B |
PLUSEPLUS INC | $12.0B |
PRIPRIMERICA INC | $12.0B |
ROKUROKU INC | $12.0B |
EMEEMCOR GROUP INC | $11.0B |
RIVNRIVIAN AUTOMOTIVE INC | $11.0B |
GPIGROUP 1 AUTOMOTIVE INC | $11.0B |
KAIKADANT INC | $10.0B |
LLYELI LILLY & CO | $10.0B |
VRTXVERTEX PHARMACEUTICALS INC | $9.0B |
Page 1 of 2Next