CIK 1540826
EULAV Asset Management
Institutional 13F holdings & portfolio
Holdings
145
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 145
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | 117K | $1M+ | SH |
| AIT | APPLIED INDL TECHNOLOGIES IN | 102K | $1M+ | SH |
| NFLX | NETFLIX INC | 273K | $1M+ | SH |
| EXLS | EXLSERVICE HOLDINGS INC | 584K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 132K | $1M+ | SH |
| CHDN | CHURCHILL DOWNS INC | 210K | $1M+ | SH |
| EXEL | EXELIXIS INC | 535K | $1M+ | SH |
| SPXC | SPX TECHNOLOGIES INC | 117K | $1M+ | SH |
| POST | POST HLDGS INC | 225K | $1M+ | SH |
| MSTR | STRATEGY INC | 138K | $1M+ | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 14K | $1M+ | SH |
| ROL | ROLLINS INC | 325K | $1M+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 86K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 48K | $1M+ | SH |
| MEDP | MEDPACE HLDGS INC | 33K | $1M+ | SH |
| V | VISA INC | 52K | $1M+ | SH |
| EXPO | EXPONENT INC | 262K | $1M+ | SH |
| INTU | INTUIT | 27K | $1M+ | SH |
| CRM | SALESFORCE INC | 67K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 29K | $1M+ | SH |
| GATX | GATX CORP | 100K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 29K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 34K | $1M+ | SH |
| BMI | BADGER METER INC | 91K | $1M+ | SH |
| AAON | AAON INC | 209K | $1M+ | SH |
| CHE | CHEMED CORP NEW | 37K | $1M+ | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 49K | $1M+ | SH |
| BLD | TOPBUILD CORP | 36K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 53K | $1M+ | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 87K | $1M+ | SH |
| RUSHA | RUSH ENTERPRISES INC | 276K | $1M+ | SH |
| INSM | INSMED INC | 81K | $1M+ | SH |
| MMSI | MERIT MED SYS INC | 158K | $1M+ | SH |
| AYI | ACUITY INC | 37K | $1M+ | SH |
| CRWV | COREWEAVE INC | 185K | $1M+ | SH |
| SF | STIFEL FINL CORP | 104K | $1M+ | SH |
| CVCO | CAVCO INDS INC DEL | 22K | $1M+ | SH |
| APPF | APPFOLIO INC | 55K | $1M+ | SH |
| SHOP | SHOPIFY INC | 80K | $1M+ | SH |
| ROKU | ROKU INC | 118K | $1M+ | SH |
| MSA | MSA SAFETY INC | 78K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 14K | $1M+ | SH |
| PRI | PRIMERICA INC | 47K | $1M+ | SH |
| PLUS | EPLUS INC | 139K | $1M+ | SH |
| EME | EMCOR GROUP INC | 20K | $1M+ | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 590K | $1M+ | SH |
| GPI | GROUP 1 AUTOMOTIVE INC | 28K | $1M+ | SH |
| LLY | ELI LILLY & CO | 10K | $1M+ | SH |
| KAI | KADANT INC | 36K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 22K | $1M+ | SH |