Stock Taper

EULAV ASSET MANAGEMENT

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Crane NXT, Co.CXT75.3K$3.85M
MSA Safety IncorporatedMSA73.6K$12.85M
Centene Corp.CNC72.67K$4.66M
Salesforce, Inc.CRM71.02K$11.13M
AptarGroup, Inc.ATR69.3K$8.68M
Meta Platforms, Inc.META64.5K$36.34M
Microsoft CorporationMSFT62.5K$23.31M
MSCI Inc.MSCI55.63K$31.16M
AppFolio Inc.APPF55.46K$8.89M
Palantir Technologies Inc.PLTR55.02K$6.42M
The New York Times CompanyNYT55K$3.85M
Tesla, Inc.TSLA54.5K$22.92M
Interactive Brokers Group, Inc.IBKR54.16K$4.71M
AppLovin CorporationAPP54K$27.82M
TD Synnex CorpSNX53.91K$14.41M
Micron Technology, Inc.MU53.51K$61.76M
Intercontinental Exchange, Inc.ICE52.94K$6.52M
Madrigal Pharmaceuticals, Inc.MDGL52K$27.92M
SiteOne Landscape Supply, Inc.SITE51.1K$5.85M
Murphy USA Inc.MUSA48.41K$26.08M