Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 26.5K | $24.79M |
 Workday, Inc. | WDAY | 27K | $3.31M |
 Comfort Systems USA, Inc. | FIX | 27.6K | $54.71M |
 The Walt Disney Company | DIS | 28K | $2.69M |
 Marriott International, Inc. | MAR | 28K | $10.38M |
 Group 1 Automotive, Inc. | GPI | 28.02K | $8.16M |
 Curtiss-Wright Corporation | CW | 28.22K | $21.38M |
 Mastercard Incorporated | MA | 28.66K | $14.72M |
 TTM Technologies, Inc. | TTMI | 28.93K | $5.41M |
 Dollar Tree, Inc. | DLTR | 29.32K | $3.55M |
 CrowdStrike Holdings, Inc. | CRWD | 29.8K | $22.74M |
 Apple Inc. | AAPL | 30.13K | $8.72M |
 Northern Trust Corporation | NTRS | 30.55K | $5.31M |
 Blackstone Inc. | BX | 31K | $3.65M |
 Assured Guaranty Ltd. | AGO | 32K | $2.57M |
 Medpace Holdings, Inc. | MEDP | 32.51K | $17.22M |
 Monolithic Power Systems, Inc. | MPWR | 32.68K | $45.17M |
 Cardinal Health, Inc. | CAH | 33.73K | $8.01M |
 General Motors Company | GM | 34.21K | $2.64M |
 EnPro Industries, Inc. | NPO | 34.8K | $13.12M |