Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CrowdStrike Holdings, Inc. | CRWD | 29.8K | $22.74M |
 Dollar Tree, Inc. | DLTR | 29.32K | $3.55M |
 TTM Technologies, Inc. | TTMI | 28.93K | $5.41M |
 Mastercard Incorporated | MA | 28.66K | $14.72M |
 Curtiss-Wright Corporation | CW | 28.22K | $21.38M |
 Group 1 Automotive, Inc. | GPI | 28.02K | $8.16M |
 The Walt Disney Company | DIS | 28K | $2.69M |
 Marriott International, Inc. | MAR | 28K | $10.38M |
 Comfort Systems USA, Inc. | FIX | 27.6K | $54.71M |
 Workday, Inc. | WDAY | 27K | $3.31M |
 Costco Wholesale Corporation | COST | 26.5K | $24.79M |
 ON Semiconductor Corporation | ON | 26.3K | $2.49M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 26.05K | $9.91M |
 Deckers Outdoor Corporation | DECK | 24.36K | $2.42M |
 S&P Global Inc. | SPGI | 24.19K | $9.85M |
 Akamai Technologies, Inc. | AKAM | 24.02K | $2.84M |
 Ryder System, Inc. | R | 23.02K | $6.07M |
 Ecolab Inc. | ECL | 22.1K | $6.16M |
 Diamondback Energy, Inc. | FANG | 22K | $3.87M |
 Cavco Industries, Inc. | CVCO | 21.9K | $13.45M |