EULAV Asset Management

Position in MSTR — Strategy Inc

CIK 1540826 SARASOTA, FL

Position in MSTR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$17,222,400

-$3,746,700 QoQ

Shares Held

138,000

0.0% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

EULAV Asset Management holds $352,086,554 across 14 Software - Application names. MSTR ranks #7 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	206,082	$70,558,355
2	CDNS	Cadence Design Systems Inc	244,300	$67,883,641
3	ROP	Roper Technologies Inc	135,669	$48,007,832
4	NOW	ServiceNow, Inc.	406,320	$42,480,756
5	FICO	Fair Isaac Corp	23,900	$25,514,206
6	UBER	Uber Technologies, Inc	292,000	$21,003,560
7	MSTR	Strategy Inc This page	138,000	$17,222,400
8	CRM	Salesforce, Inc.	80,020	$14,937,333

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,222,400	138,000	0.0%	Shares	Sole	2026-05-07
2025-12-31	$20,969,100	138,000	+59.5%	Shares	Sole	2026-02-11
2025-09-30	$27,871,165	86,500	+38.4%	Shares	Sole	2025-10-28
2025-06-30	$25,264,375	62,500	-16.7%	Shares	Sole	2025-08-12
2025-03-31	$21,620,250	75,000	-13.3%	Shares	Sole	2025-04-30
2024-12-31	$25,052,130	86,500	-37.3%	Shares	Sole	2025-01-28
2024-09-30	$23,266,800	138,000	+969.8%	Shares	Sole	2024-11-08
2024-06-30	$1,776,949	12,900	+57.3%	Shares	Sole	2024-08-13
2024-03-31	$1,397,739	8,200	-18.0%	Shares	Sole	2024-05-30
2023-12-31	$631,620	10,000	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.