EULAV Asset Management — 13F holdings

EULAV Asset Management reported 151 holdings worth $2.77B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. CACI CACI INTL INC — $98.8M (3.6%)
2. WWD WOODWARD INC — $75.6M (2.7%)
3. AMD ADVANCED MICRO DEVICES INC — $74.0M (2.7%)
4. RBC RBC BEARINGS INC — $66.2M (2.4%)
5. CTAS Cintas Corp — $64.5M (2.3%)
6. TDY TELEDYNE TECHNOLOGIES INC — $56.6M (2.0%)
7. NVDA NVIDIA CORPORATION — $56.2M (2.0%)
8. MU MICRON TECHNOLOGY INC — $55.4M (2.0%)
9. WRB BERKLEY W R CORP — $55.2M (2.0%)
10. HEI HEICO CORP NEW — $54.4M (2.0%)