EULAV Asset Management Q1 2023 Filing
Filed April 27, 2023
Portfolio Value
$2.5T
Holdings
193
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (193 positions)
| Stock | Value |
|---|---|
CITCINTAS CORP | $85.7B |
T7DTRANSDIGM GROUP INC | $79.3B |
CDNSCADENCE DESIGN SYSTEM INC | $77.6B |
TDYTELEDYNE TECHNOLOGIES INC | $62.1B |
IDXXIDEXX LABS INC | $59.6B |
SPGIS&P GLOBAL INC | $53.6B |
INTUINTUIT | $49.7B |
FICOFAIR ISAAC CORP | $49.6B |
CRMSALESFORCE INC | $47.8B |
ACNACCENTURE PLC IRELAND | $46.3B |
ITGARTNER INC | $44.7B |
NOWSERVICENOW INC | $43.9B |
WRBBERKLEY W R CORP | $43.7B |
CHECHEMED CORP NEW | $42.7B |
TMOTHERMO FISHER SCIENTIFIC INC | $39.4B |
POOLPOOL CORP | $39.4B |
RSGREPUBLIC SVCS INC | $37.1B |
EXPOEXPONENT INC | $36.9B |
TYLTYLER TECHNOLOGIES INC | $36.9B |
IQVIQVIA HLDGS INC | $33.4B |
UNPUNION PAC CORP | $33.0B |
MSIMOTOROLA SOLUTIONS INC | $32.6B |
AFGAMERICAN FINL GROUP INC OHIO | $32.1B |
AONAON PLC | $32.1B |
ROPROPER TECHNOLOGIES INC | $32.0B |
CHRCHURCHILL DOWNS INC | $31.7B |
COSTCOSTCO WHSL CORP NEW | $31.7B |
DHRDANAHER CORPORATION | $31.3B |
ICEINTERCONTINENTAL EXCHANGE IN | $31.1B |
GIB/ACGI INC | $30.8B |
MPWRMONOLITHIC PWR SYS INC | $27.7B |
AKXANSYS INC | $27.5B |
ADBEADOBE SYSTEMS INCORPORATED | $27.3B |
EPAMEPAM SYS INC | $26.9B |
ELSEQUITY LIFESTYLE PPTYS INC | $25.3B |
LIILENNOX INTL INC | $24.6B |
MTDMETTLER TOLEDO INTERNATIONAL | $24.2B |
RLIRLI CORP | $23.3B |
UBERUBER TECHNOLOGIES INC | $22.0B |
MRSHMARSH & MCLENNAN COS INC | $22.0B |
METAMETA PLATFORMS INC | $20.3B |
SNPSSYNOPSYS INC | $20.3B |
GOOGLALPHABET INC | $19.7B |
JJSFJ & J SNACK FOODS CORP | $19.2B |
MAMASTERCARD INCORPORATED | $18.6B |
WCNWASTE CONNECTIONS INC | $18.0B |
AMZNAMAZON COM INC | $16.8B |
NVDANVIDIA CORPORATION | $16.7B |
MSFTMICROSOFT CORP | $16.1B |
SPSCSPS COMM INC | $15.9B |
EXASEXACT SCIENCES CORP | $15.6B |
VVISA INC | $15.3B |
ATRAPTARGROUP INC | $15.2B |
PXDEURPIONEER NAT RES CO | $14.5B |
EX9EXELIXIS INC | $14.4B |
FANGDIAMONDBACK ENERGY INC | $13.7B |
EXLSEXLSERVICE HOLDINGS INC | $12.9B |
AAPLAPPLE INC | $12.7B |
AMDADVANCED MICRO DEVICES INC | $12.3B |
RBCRBC BEARINGS INC | $12.2B |
AAONAAON INC | $12.0B |
VRTXVERTEX PHARMACEUTICALS INC | $11.8B |
BKNGBOOKING HOLDINGS INC | $10.9B |
HEIHEICO CORP NEW | $10.9B |
TSLATESLA INC | $10.7B |
NFLXNETFLIX INC | $10.4B |
DC4DEXCOM INC | $10.3B |
JKHYHENRY JACK & ASSOC INC | $10.1B |
SYKSTRYKER CORPORATION | $9.8B |
SLGNSILGAN HLDGS INC | $9.3B |
WDAYWORKDAY INC | $9.1B |
CROXCROCS INC | $9.1B |
WWDWOODWARD INC | $9.1B |
SPLKCHFSPLUNK INC | $9.0B |
WTSWATTS WATER TECHNOLOGIES INC | $8.9B |
BABAALIBABA GROUP HLDG LTD | $8.9B |
ULTAULTA BEAUTY INC | $8.8B |
PLUSEPLUS INC | $8.7B |
ROLROLLINS INC | $8.7B |
PYPLPAYPAL HLDGS INC | $8.7B |
MTCHMATCH GROUP INC NEW | $8.6B |
MSCIMSCI INC | $8.4B |
OKTAOKTA INC | $8.4B |
BMRNBIOMARIN PHARMACEUTICAL INC | $8.3B |
LULULULULEMON ATHLETICA INC | $8.0B |
BACBANK AMERICA CORP | $8.0B |
DISDISNEY WALT CO | $7.9B |
WKWORKIVA INC | $7.8B |
USPHU S PHYSICAL THERAPY | $7.6B |
QCOMQUALCOMM INC | $7.4B |
ENSGENSIGN GROUP INC | $7.3B |
CRWDCROWDSTRIKE HLDGS INC | $7.3B |
ELLAUDER ESTEE COS INC | $7.1B |
FCNFTI CONSULTING INC | $7.1B |
GSGOLDMAN SACHS GROUP INC | $7.0B |
CVCOCAVCO INDS INC DEL | $6.6B |
FFINFIRST FINL BANKSHARES INC | $6.6B |
BUWABIO RAD LABS INC | $6.5B |
COOCOOPER COS INC | $6.4B |
SFSTIFEL FINL CORP | $6.2B |
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