Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 W. R. Berkley Corporation | WRB | 906.46K | $63.93M |
 ExlService Holdings, Inc. | EXLS | 584.07K | $15.1M |
 Exelixis, Inc. | EXEL | 476.04K | $25.9M |
 Rivian Automotive, Inc. | RIVN | 450K | $7.81M |
 Brown & Brown, Inc. | BRO | 444.9K | $28.54M |
 ServiceNow, Inc. | NOW | 406.32K | $40.34M |
 Rush Enterprises, Inc. | RUSHA | 380.72K | $27.79M |
 Cintas Corporation | CTAS | 351.63K | $59.81M |
 Waste Connections, Inc. | WCN | 342.46K | $57.08M |
 Rollins, Inc. | ROL | 336.65K | $14.05M |
 Federal Signal Corporation | FSS | 292.34K | $37.56M |
 Uber Technologies, Inc. | UBER | 290K | $20.93M |
 Woodward, Inc. | WWD | 283.01K | $120.4M |
 Netflix, Inc. | NFLX | 278K | $19.85M |
 HEICO Corporation | HEI | 251.7K | $89.65M |
 ITT Inc. | ITT | 249K | $49.24M |
 Republic Services, Inc. | RSG | 248.71K | $52.99M |
 NVIDIA Corporation | NVDA | 246.17K | $49.26M |
 Old Republic International Corporation | ORI | 245.08K | $10.03M |
 Cadence Design Systems, Inc. | CDNS | 244.3K | $91.69M |