Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 16.86K | $22.45M |
 Steel Dynamics, Inc. | STLD | 17K | $3.9M |
 AutoZone, Inc. | AZO | 17.3K | $55.29M |
 Booking Holdings Inc. | BKNG | 17.51K | $3.12M |
 Charter Communications, Inc. | CHTR | 18.31K | $2.6M |
 Marathon Petroleum Corporation | MPC | 18.43K | $4.71M |
 Exponent, Inc. | EXPO | 18.9K | $1.11M |
 NetApp, Inc. | NTAP | 18.94K | $2.93M |
 Carlisle Companies Incorporated | CSL | 19.4K | $7.04M |
 Vertex Pharmaceuticals Incorporated | VRTX | 19.5K | $9.69M |
 The Allstate Corporation | ALL | 20.1K | $4.78M |
 Cavco Industries, Inc. | CVCO | 21.9K | $13.45M |
 Diamondback Energy, Inc. | FANG | 22K | $3.87M |
 Ecolab Inc. | ECL | 22.1K | $6.16M |
 Ryder System, Inc. | R | 23.02K | $6.07M |
 Akamai Technologies, Inc. | AKAM | 24.02K | $2.84M |
 S&P Global Inc. | SPGI | 24.19K | $9.85M |
 Deckers Outdoor Corporation | DECK | 24.36K | $2.42M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 26.05K | $9.91M |
 ON Semiconductor Corporation | ON | 26.3K | $2.49M |