Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The New York Times Company | NYT | 55K | $3.85M |
 Palantir Technologies Inc. | PLTR | 55.02K | $6.42M |
 AppFolio Inc. | APPF | 55.46K | $8.89M |
 MSCI Inc. | MSCI | 55.63K | $31.16M |
 Microsoft Corporation | MSFT | 62.5K | $23.31M |
 Meta Platforms, Inc. | META | 64.5K | $36.34M |
 AptarGroup, Inc. | ATR | 69.3K | $8.68M |
 Salesforce, Inc. | CRM | 71.02K | $11.13M |
 Centene Corp. | CNC | 72.67K | $4.66M |
 MSA Safety Incorporated | MSA | 73.6K | $12.85M |
 Crane NXT, Co. | CXT | 75.3K | $3.85M |
 O'Reilly Automotive, Inc. | ORLY | 77K | $7.09M |
 American Financial Group, Inc. | AFG | 80.79K | $11.31M |
 Amkor Technology, Inc. | AMKR | 83.96K | $7.24M |
 Badger Meter, Inc. | BMI | 84.2K | $12.49M |
 Shopify Inc. | SHOP | 85K | $9.71M |
 Broadridge Financial Solutions, Inc. | BR | 86K | $11.78M |
 Bank of America Corporation | BAC | 87K | $4.96M |
 Broadcom Inc. | AVGO | 90.07K | $34.02M |
 Casey's General Stores, Inc. | CASY | 91.85K | $73M |