Stock Taper 
EULAV ASSET MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Trane Technologies plc | TT | 48K | $23.58M |
 Delta Air Lines, Inc. | DAL | 47.03K | $4.4M |
 Simpson Manufacturing Co., Inc. | SSD | 46.2K | $9.67M |
 Fabrinet | FN | 44.7K | $25.12M |
 Visa Inc. | V | 44.03K | $15.11M |
 Texas Roadhouse, Inc. | TXRH | 41.6K | $8.04M |
 Stryker Corporation | SYK | 41.37K | $13.03M |
 Roper Technologies, Inc. | ROP | 40.67K | $13.76M |
 Alibaba Group Holding Limited | BABA | 40K | $3.84M |
 Balchem Corp | BCPC | 36.1K | $6.1M |
 Kadant Inc. | KAI | 35.8K | $11.25M |
 EnPro Industries, Inc. | NPO | 34.8K | $13.12M |
 General Motors Company | GM | 34.21K | $2.64M |
 Cardinal Health, Inc. | CAH | 33.73K | $8.01M |
 Monolithic Power Systems, Inc. | MPWR | 32.68K | $45.17M |
 Medpace Holdings, Inc. | MEDP | 32.51K | $17.22M |
 Assured Guaranty Ltd. | AGO | 32K | $2.57M |
 Blackstone Inc. | BX | 31K | $3.65M |
 Northern Trust Corporation | NTRS | 30.55K | $5.31M |
 Apple Inc. | AAPL | 30.13K | $8.72M |