Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kadant Inc. | KAI | 35.8K | $11.25M |
 Balchem Corp | BCPC | 36.1K | $6.1M |
 Alibaba Group Holding Limited | BABA | 40K | $3.84M |
 Roper Technologies, Inc. | ROP | 40.67K | $13.76M |
 Stryker Corporation | SYK | 41.37K | $13.03M |
 Texas Roadhouse, Inc. | TXRH | 41.6K | $8.04M |
 Visa Inc. | V | 44.03K | $15.11M |
 Fabrinet | FN | 44.7K | $25.12M |
 Simpson Manufacturing Co., Inc. | SSD | 46.2K | $9.67M |
 Delta Air Lines, Inc. | DAL | 47.03K | $4.4M |
 Trane Technologies plc | TT | 48K | $23.58M |
 Murphy USA Inc. | MUSA | 48.41K | $26.08M |
 SiteOne Landscape Supply, Inc. | SITE | 51.1K | $5.85M |
 Madrigal Pharmaceuticals, Inc. | MDGL | 52K | $27.92M |
 Intercontinental Exchange, Inc. | ICE | 52.94K | $6.52M |
 Micron Technology, Inc. | MU | 53.51K | $61.76M |
 TD Synnex Corp | SNX | 53.91K | $14.41M |
 AppLovin Corporation | APP | 54K | $27.82M |
 Interactive Brokers Group, Inc. | IBKR | 54.16K | $4.71M |
 Tesla, Inc. | TSLA | 54.5K | $22.92M |