HoldingsChannel.com
EULAV Asset Management Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
TELEDYNE TECHNOLOGIES INC 240,733 +33 $71,563
     TDY240,733+33$71,563
ANSYS INC 249,764 +64 $58,063
     ANSS249,764+64$58,063
ROPER TECHNOLOGIES INC 167,700 +34,000 $52,291
     ROP167,700+34,000$52,291
METTLER TOLEDO INTERNATIONAL 68,700 UNCH $47,438
     MTD68,700UNCH$47,438
DANAHER CORPORATION 329,637 +27,137 $45,625
     DHR329,637+27,137$45,625
WASTE CONNECTIONS INC 568,183 +10,058 $44,034
     WCN568,183+10,058$44,034
FISERV INC 439,935 +23,135 $41,789
     FISV439,935+23,135$41,789
CHEMED CORP NEW 95,407 +6,707 $41,330
     CHE95,407+6,707$41,330
ACCENTURE PLC IRELAND 251,687 +59,387 $41,090
     ACN251,687+59,387$41,090
THERMO FISHER SCIENTIFIC INC 137,200 +17,000 $38,910
     TMO137,200+17,000$38,910
SALESFORCE COM INC 270,000 +24,000 $38,875
     CRM270,000+24,000$38,875
HEICO CORP NEW 514,299 UNCH $38,372
     HEI514,299UNCH$38,372
IDEXX LABS INC 158,100 UNCH $38,298
     IDXX158,100UNCH$38,298
MASTERCARD INC 153,911 +6,011 $37,179
     MA153,911+6,011$37,179
TORO CO 534,447 -79,853 $34,787
     TTC534,447-79,853$34,787
HENRY JACK & ASSOC INC 223,313 +45,013 $34,667
     JKHY223,313+45,013$34,667
SERVICENOW INC 118,100 -7,000 $33,845
     NOW118,100-7,000$33,845
ECOLAB INC 216,214 +39,414 $33,693
     ECL216,214+39,414$33,693
TRANSDIGM GROUP INC 100,800 +22,200 $32,275
     TDG100,800+22,200$32,275
AMAZON COM INC 16,500 -3,600 $32,170
     AMZN16,500-3,600$32,170
CHURCH & DWIGHT INC 482,824 -76,376 $30,988
     CHD482,824-76,376$30,988
TYLER TECHNOLOGIES INC 101,737 +25,437 $30,171
     TYL101,737+25,437$30,171
BALL CORP 466,600 UNCH $30,170
     BLL466,600UNCH$30,170
ROLLINS INC 806,300 -120,000 $29,140
     ROL806,300-120,000$29,140
NORTHROP GRUMMAN CORP 95,200 +28,000 $28,803
     NOC95,200+28,000$28,803
CADENCE DESIGN SYSTEM INC 431,626 +71,026 $28,505
     CDNS431,626+71,026$28,505
UNION PAC CORP 199,100 +37,000 $28,081
     UNP199,100+37,000$28,081
FAIR ISAAC CORP 88,216 +15,016 $27,143
     FICO88,216+15,016$27,143
TJX COS INC NEW 552,472 +57,872 $26,414
     TJX552,472+57,872$26,414
S&P GLOBAL INC 101,041 +101,041 $24,760
     SPGI101,041+101,041$24,760
AMERICAN TOWER CORP NEW 105,927 +7,027 $23,066
     AMT105,927+7,027$23,066
POOL CORPORATION 113,218 +1,118 $22,278
     POOL113,218+1,118$22,278
CINTAS CORP 127,877 +59,177 $22,151
     CTAS127,877+59,177$22,151
COSTCO WHSL CORP NEW 77,441 +41 $22,081
     COST77,441+41$22,081
FACEBOOK INC 129,032 +8,032 $21,523
     FB129,032+8,032$21,523
ADOBE INC 66,400 UNCH $21,131
     ADBE66,400UNCH$21,131
AUTOMATIC DATA PROCESSING IN 153,887 -913 $21,033
     ADP153,887-913$21,033
REPUBLIC SVCS INC 271,866 +31,466 $20,406
     RSG271,866+31,466$20,406
ARCH CAP GROUP LTD 714,588 +88 $20,337
     ACGL714,588+88$20,337
EXELIXIS INC 1,170,000 +165,000 $20,147
     EXEL1,170,000+165,000$20,147
EXPONENT INC 278,300 +29,000 $20,013
     EXPO278,300+29,000$20,013
ALPHABET INC 17,000 +800 $19,753
     GOOGL17,000+800$19,753
FIDELITY NATL INFORMATION SV 161,387 +11,400 $19,631
     FIS161,387+11,400$19,631
APTARGROUP INC 193,200 UNCH $19,231
     ATR193,200UNCH$19,231
J & J SNACK FOODS CORP 151,200 +5,400 $18,295
     JJSF151,200+5,400$18,295
AMETEK INC 249,384 -85,966 $17,961
     AME249,384-85,966$17,961
BERKLEY W R CORP 342,569 +113,277 $17,872
     WRB342,569+113,277$17,872
LENNOX INTL INC 97,800 UNCH $17,779
     LII97,800UNCH$17,779
O REILLY AUTOMOTIVE INC NEW 58,200 UNCH $17,521
     ORLY58,200UNCH$17,521
ACTIVISION BLIZZARD INC 290,000 -50,000 $17,249
     ATVI290,000-50,000$17,249

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 03/31/2020: $2,500,092
At 12/31/2019: $2,897,875

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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