Eulav Asset Management has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.27 Billion distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Heico Corp with a value of $135M, Tyler Technologies Inc with a value of $130M, Msci Inc. with a value of $114M, Waste Connections, Inc. with a value of $109M, and Cintas Corp with a value of $103M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $4.25B to 4.27B.
Below you can find more details about Eulav Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.27 Billion
Technology: $1.46 Billion
Industrials: $1.17 Billion
Financial Services: $584 Million
Healthcare: $507 Million
Consumer Cyclical: $305 Million
Communication Services: $139 Million
Consumer Defensive: $79.9 Million
Basic Materials: $17 Million
Other: $7.97 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
