§ 13F · FUND PROFILE
EULAV Asset Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4259.3T (13F)Positions · 160Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$56.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TYL | TYLER TECHNOLOGIES INC | 249K | $113.1T | 3.0% | ±0% |
| 2 | HEI | HEICO CORP NEW | 334K | $108.0T | 2.9% | −20% |
| 3 | MSCI | MSCI INC | 186K | $106.7T | 2.8% | −7% |
| 4 | WCN | WASTE CONNECTIONS INC | 591K | $103.6T | 2.8% | −5% |
| 5 | CASY | CASEYS GEN STORES INC | 174K | $96.3T | 2.6% | ±0% |
| 6 | CACI | CACI INTL INC | 176K | $93.9T | 2.5% | ±0% |
| 7 | WRB | BERKLEY W R CORP | 1.30M | $90.8T | 2.4% | ±0% |
| 8 | CDNS | CADENCE DESIGN SYSTEM INC | 289K | $90.4T | 2.4% | ±0% |
| 9 | IDXX | IDEXX LABS INC | 126K | $85.4T | 2.3% | ±0% |
| 10 | LII | LENNOX INTL INC | 169K | $81.9T | 2.2% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EULAV SIGNAL
AC read
EULAV Asset Management is a Other fund managing $4259348.1 trillion in assets. The fund runs a portfolio of 160 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed