EULAV Asset Management - Q1 2020 holdings

$2.5 Billion is the total value of EULAV Asset Management's 253 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .

 Value Shares↓ Weighting
SPGI NewS&P GLOBAL INC$24,760,000101,041
+100.0%
0.99%
SHOP NewSHOPIFY INCcl a$10,886,00026,110
+100.0%
0.44%
MSFT NewMICROSOFT CORP$9,640,00061,127
+100.0%
0.39%
NEE NewNEXTERA ENERGY INC$8,187,00034,026
+100.0%
0.33%
UNF NewUNIFIRST CORP MASS$2,372,00015,700
+100.0%
0.10%
FN NewFABRINET$1,091,00020,000
+100.0%
0.04%
RXN NewREXNORD CORP$907,00040,000
+100.0%
0.04%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-04-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TELEDYNE TECHNOLOGIES INC42Q3 20232.9%
ROPER TECHNOLOGIES INC42Q3 20232.4%
IDEXX LABS INC42Q3 20232.3%
DANAHER CORPORATION42Q3 20232.7%
SALESFORCE INC42Q3 20232.1%
METTLER TOLEDO INTERNATIONAL42Q3 20232.0%
ANSYS INC42Q3 20232.3%
TORO CO42Q3 20232.2%
ACCENTURE PLC IRELAND42Q3 20231.9%
HEICO CORP NEW42Q3 20232.1%

View EULAV Asset Management's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-10
13F-HR2023-04-27
13F-HR2023-02-14
13F-HR2022-11-04
13F-HR2022-07-22
13F-HR2022-05-10
13F-HR2022-02-11
13F-HR2021-11-15

View EULAV Asset Management's complete filings history.

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