Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Allstate Corporation | ALL | 20.1K | $4.78M |
 Vertex Pharmaceuticals Incorporated | VRTX | 19.5K | $9.69M |
 Carlisle Companies Incorporated | CSL | 19.4K | $7.04M |
 NetApp, Inc. | NTAP | 18.94K | $2.93M |
 Exponent, Inc. | EXPO | 18.9K | $1.11M |
 Marathon Petroleum Corporation | MPC | 18.43K | $4.71M |
 Charter Communications, Inc. | CHTR | 18.31K | $2.6M |
 Booking Holdings Inc. | BKNG | 17.51K | $3.12M |
 AutoZone, Inc. | AZO | 17.3K | $55.29M |
 Steel Dynamics, Inc. | STLD | 17K | $3.9M |
 TransDigm Group Incorporated | TDG | 16.86K | $22.45M |
 Verisk Analytics, Inc. | VRSK | 16.76K | $3.01M |
 W.W. Grainger, Inc. | GWW | 15.5K | $21.09M |
 IDEXX Laboratories, Inc. | IDXX | 14.62K | $7.7M |
 Enova International, Inc. | ENVA | 14K | $3.37M |
 Nucor Corporation | NUE | 13.3K | $2.96M |
 JPMorgan Chase & Co. | JPM | 12K | $3.93M |
 Lam Research Corporation | LRCX | 11.65K | $5.05M |
 Fair Isaac Corporation | FICO | 10.9K | $13.03M |
 Hilton Worldwide Holdings Inc. | HLT | 10.02K | $3.31M |