Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Ensign Group, Inc. | ENSG | 243.3K | $39M |
 Post Holdings, Inc. | POST | 231.03K | $20.39M |
 RLI Corp. | RLI | 223K | $13.17M |
 Robinhood Markets, Inc. | HOOD | 220K | $22.06M |
 AAON, Inc. | AAON | 208.5K | $26.45M |
 Lyft, Inc. | LYFT | 190K | $2.78M |
 CACI International Inc | CACI | 176.2K | $81.63M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 166K | $16.52M |
 Tyler Technologies, Inc. | TYL | 160.08K | $46.82M |
 Stifel Financial Corp | SF | 156.63K | $10.93M |
 Insmed Incorporated | INSM | 150K | $15.99M |
 Hewlett Packard Enterprise Company | HPE | 149.45K | $6.74M |
 SPX Technologies, Inc. | SPXC | 145.9K | $35.77M |
 ACI Worldwide, Inc. | ACIW | 141.8K | $7.13M |
 Watts Water Technologies, Inc. | WTS | 138.77K | $54.32M |
 GATX Corporation | GATX | 138.75K | $24.59M |
 Merit Medical Systems, Inc. | MMSI | 138K | $9.57M |
 Strategy Inc | MSTR | 138K | $12M |
 RBC Bearings Incorporated | RBC | 136.3K | $87.79M |
 Amazon.com, Inc. | AMZN | 136.01K | $32.42M |