HoldingsChannel.com
EULAV Asset Management Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
TELEDYNE TECHNOLOGIES INC 226,800 +2,000 $73,027
     TDY226,800+2,000$73,027
HEICO CORP NEW 450,899 +34,100 $56,308
     HEI450,899+34,100$56,308
WASTE CONNECTIONS INC 571,125 +51,300 $52,544
     WCN571,125+51,300$52,544
ANSYS INC 232,000 +18,000 $51,356
     ANSS232,000+18,000$51,356
METTLER TOLEDO INTERNATIONAL 68,700 +5,500 $48,392
     MTD68,700+5,500$48,392
ROPER TECHNOLOGIES INC 133,700 +4,700 $47,677
     ROP133,700+4,700$47,677
IDEXX LABS INC 174,200 -2,300 $47,370
     IDXX174,200-2,300$47,370
FISERV INC 439,400 +26,000 $45,517
     FISV439,400+26,000$45,517
TORO CO 614,300 -18,200 $45,028
     TTC614,300-18,200$45,028
DANAHER CORPORATION 294,600 +73,100 $42,549
     DHR294,600+73,100$42,549
TRANSDIGM GROUP INC 78,000 +5,900 $40,612
     TDG78,000+5,900$40,612
CHURCH & DWIGHT INC 509,700 +38,000 $38,350
     CHD509,700+38,000$38,350
ACCENTURE PLC IRELAND 192,300 +24,500 $36,989
     ACN192,300+24,500$36,989
SALESFORCE COM INC 246,000 +11,000 $36,516
     CRM246,000+11,000$36,516
AMAZON COM INC 21,000 UNCH $36,454
     AMZN21,000UNCH$36,454
ECOLAB INC 182,600 +20,900 $36,162
     ECL182,600+20,900$36,162
MASTERCARD INC 130,900 +5,000 $35,549
     MA130,900+5,000$35,549
CHEMED CORP NEW 81,900 +8,700 $34,199
     CHE81,900+8,700$34,199
BALL CORP 457,600 +45,200 $33,318
     BLL457,600+45,200$33,318
SERVICENOW INC 128,100 +7,200 $32,518
     NOW128,100+7,200$32,518
THERMO FISHER SCIENTIFIC INC 110,600 +39,500 $32,214
     TMO110,600+39,500$32,214
ROLLINS INC 926,300 UNCH $31,559
     ROL926,300UNCH$31,559
AMETEK INC NEW 335,350 -3,000 $30,792
     AME335,350-3,000$30,792
TJX COS INC NEW 506,600 -28,400 $28,238
     TJX506,600-28,400$28,238
ALEXION PHARMACEUTICALS INC 272,200 +10,000 $26,659
     ALXN272,200+10,000$26,659
UNION PACIFIC CORP 162,100 +39,000 $26,257
     UNP162,100+39,000$26,257
FACEBOOK INC 145,000 +6,000 $25,822
     FB145,000+6,000$25,822
J & J SNACK FOODS CORP 132,500 +8,800 $25,440
     JJSF132,500+8,800$25,440
ALPHABET INC 20,000 -900 $24,423
     GOOGL20,000-900$24,423
CADENCE DESIGN SYSTEM INC 360,600 +136,200 $23,828
     CDNS360,600+136,200$23,828
LENNOX INTL INC 97,800 +4,700 $23,762
     LII97,800+4,700$23,762
VISA INC 138,000 -34,000 $23,737
     V138,000-34,000$23,737
ARCH CAP GROUP LTD 565,400 +83,700 $23,735
     ACGL565,400+83,700$23,735
AMERICAN TOWER CORP NEW 101,400 UNCH $22,423
     AMT101,400UNCH$22,423
APTARGROUP INC 189,200 +14,000 $22,411
     ATR189,200+14,000$22,411
POOL CORPORATION 110,800 +18,500 $22,348
     POOL110,800+18,500$22,348
COSTCO WHSL CORP NEW 77,400 +4,400 $22,300
     COST77,400+4,400$22,300
AUTOMATIC DATA PROCESSING IN 132,800 +76,900 $21,437
     ADP132,800+76,900$21,437
FAIR ISAAC CORP 70,200 +8,100 $21,307
     FICO70,200+8,100$21,307
AUTOZONE INC 19,500 UNCH $21,150
     AZO19,500UNCH$21,150
EXELIXIS INC 1,125,000 -50,000 $19,896
     EXEL1,125,000-50,000$19,896
ACTIVISION BLIZZARD INC 375,000 -70,000 $19,845
     ATVI375,000-70,000$19,845
NORTHROP GRUMMAN CORP 50,500 +1,600 $18,927
     NOC50,500+1,600$18,927
AMPHENOL CORP NEW 195,600 -89,000 $18,875
     APH195,600-89,000$18,875
O REILLY AUTOMOTIVE INC NEW 46,900 -6,300 $18,690
     ORLY46,900-6,300$18,690
ADOBE INC 67,400 +29,400 $18,619
     ADBE67,400+29,400$18,619
SPLUNK INC 146,000 -16,000 $17,208
     SPLK146,000-16,000$17,208
TYLER TECHNOLOGIES INC 64,900 +3,300 $17,036
     TYL64,900+3,300$17,036
PAYPAL HLDGS INC 164,000 -16,000 $16,989
     PYPL164,000-16,000$16,989
CANADIAN NATL RY CO 185,300 -12,600 $16,651
     CNI185,300-12,600$16,651

See Full List: All Stocks Held By EULAV Asset Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By EULAV Asset Management

Size ($ in 1000's)
At 09/30/2019: $2,709,580
At 06/30/2019: $2,667,301

EULAV Asset Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from EULAV Asset Management 13F filings. Link to 13F filings: SEC filings

EULAV Asset Management Top Holdings 13F Filings | www.HoldingsChannel.com

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