Eulav Asset Management has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.16 Billion distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tyler Technologies Inc with a value of $142M, Trans Digm Group Inc with a value of $133M, Msci Inc. with a value of $122M, Lennox International Inc with a value of $123M, and Fair Isaac Corp with a value of $113M.
Examining the 13F form we can see an increase of $49.8M in the current position value, from $4.11B to 4.16B.
Below you can find more details about Eulav Asset Management portfolio as well as his latest detailed transactions.
Portfolio value
$4.16 Billion
Technology: $1.44 Billion
Industrials: $1.13 Billion
Financial Services: $572 Million
Healthcare: $476 Million
Consumer Cyclical: $288 Million
Communication Services: $126 Million
Consumer Defensive: $99.2 Million
Energy: $9.34 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
