Eulav Asset Management has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.06 Billion distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tyler Technologies Inc with a value of $145M, Heico Corp with a value of $123M, Trans Digm Group Inc with a value of $122M, Waste Connections, Inc. with a value of $121M, and Msci Inc. with a value of $115M.
Examining the 13F form we can see an decrease of $92.3M in the current position value, from $4.16B to 4.06B.
Below you can find more details about Eulav Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.06 Billion
Technology: $1.36 Billion
Industrials: $1.11 Billion
Financial Services: $612 Million
Healthcare: $471 Million
Consumer Cyclical: $280 Million
Communication Services: $109 Million
Consumer Defensive: $92.1 Million
Basic Materials: $11 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
