Eulav Asset Management has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.7 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Trans Digm Group Inc with a value of $140M, Cintas Corp with a value of $116M, Tyler Technologies Inc with a value of $112M, Lennox International Inc with a value of $93.4M, and Fair Isaac Corp with a value of $91.1M.
Examining the 13F form we can see an increase of $64.9M in the current position value, from $3.64B to 3.7B.
Below you can find more details about Eulav Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$3.7 Billion
Technology: $1.32 Billion
Industrials: $992 Million
Healthcare: $472 Million
Financial Services: $462 Million
Consumer Cyclical: $214 Million
Communication Services: $121 Million
Consumer Defensive: $90.8 Million
Energy: $14.3 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
