Eulav Asset Management has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.25 Billion distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Heico Corp with a value of $151M, Tyler Technologies Inc with a value of $148M, Msci Inc. with a value of $118M, Waste Connections, Inc. with a value of $116M, and Cintas Corp with a value of $112M.
Examining the 13F form we can see an increase of $187M in the current position value, from $4.06B to 4.25B.
Below you can find more details about Eulav Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.25 Billion
Technology: $1.49 Billion
Industrials: $1.15 Billion
Financial Services: $596 Million
Healthcare: $477 Million
Consumer Cyclical: $293 Million
Communication Services: $138 Million
Consumer Defensive: $84.8 Million
Basic Materials: $11.1 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
