Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Insmed Incorporated | INSM | 150K | $15.99M |
 Stifel Financial Corp | SF | 156.63K | $10.93M |
 Tyler Technologies, Inc. | TYL | 160.08K | $46.82M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 166K | $16.52M |
 CACI International Inc | CACI | 176.2K | $81.63M |
 Lyft, Inc. | LYFT | 190K | $2.78M |
 AAON, Inc. | AAON | 208.5K | $26.45M |
 Robinhood Markets, Inc. | HOOD | 220K | $22.06M |
 RLI Corp. | RLI | 223K | $13.17M |
 Post Holdings, Inc. | POST | 231.03K | $20.39M |
 The Ensign Group, Inc. | ENSG | 243.3K | $39M |
 Cadence Design Systems, Inc. | CDNS | 244.3K | $91.69M |
 Old Republic International Corporation | ORI | 245.08K | $10.03M |
 NVIDIA Corporation | NVDA | 246.17K | $49.26M |
 Republic Services, Inc. | RSG | 248.71K | $52.99M |
 ITT Inc. | ITT | 249K | $49.24M |
 HEICO Corporation | HEI | 251.7K | $89.65M |
 Netflix, Inc. | NFLX | 278K | $19.85M |
 Woodward, Inc. | WWD | 283.01K | $120.4M |
 Uber Technologies, Inc. | UBER | 290K | $20.93M |