Motley Fool Asset Management

Motley Fool Asset Management as of Dec. 31, 2020

Portfolio Holdings for Motley Fool Asset Management

Motley Fool Asset Management holds 158 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Ordinary Shares (AMZN) 5.5 $74M 23k 3256.94
Apple Ordinary Shares (AAPL) 3.7 $50M 377k 132.69
Alphabet Ordinary Shares (GOOG) 3.2 $43M 25k 1751.89
Mercadolibre Ordinary Shares (MELI) 3.0 $41M 24k 1675.24
Watsco Ordinary Shares (WSO) 3.0 $41M 180k 226.55
Microsoft Corp Ordinary Shares (MSFT) 2.9 $39M 175k 222.42
Mastercard Ordinary Shares (MA) 2.9 $38M 108k 356.94
Axon Enterprise Ordinary Shares (AXON) 2.6 $35M 286k 122.53
Everbridge Ordinary Shares (EVBG) 2.6 $35M 233k 149.07
Atlassian Corporation Ordinary Shares 2.2 $30M 126k 233.87
Cardlytics Ordinary Shares (CDLX) 2.1 $28M 195k 142.77
IPG Photonics Corp Ordinary Shares (IPGP) 2.0 $27M 122k 223.79
Jones Lang LaSalle Ordinary Shares (JLL) 2.0 $27M 183k 148.37
PayPal Holdings Ordinary Shares (PYPL) 2.0 $27M 116k 234.20
Paycom Software Ordinary Shares (PAYC) 2.0 $27M 59k 452.26
Medtronic Ordinary Shares (MDT) 1.8 $24M 205k 117.14
SBA Communications Corp Ordinary Shares (SBAC) 1.7 $23M 81k 282.12
Resmed Ordinary Shares (RMD) 1.6 $22M 104k 212.56
Fastenal Ordinary Shares (FAST) 1.6 $22M 442k 48.83
Splunk Ordinary Shares 1.6 $21M 124k 169.89
Alarm.com Holdings Ordinary Shares (ALRM) 1.6 $21M 202k 103.45
Taiwan Semiconductor Manufacturing American Depository Receipts (TSM) 1.5 $20M 184k 109.04
Paylocity Holding Corp Ordinary Shares (PCTY) 1.5 $20M 97k 205.91
Starbucks Corp Ordinary Shares (SBUX) 1.4 $19M 181k 106.98
Facebook Ordinary Shares (META) 1.3 $18M 65k 273.16
Equinix Ordinary Shares (EQIX) 1.2 $16M 22k 714.16
HDFC Bank American Depository Receipts (HDB) 1.1 $15M 211k 72.26
Cooper Companies Ordinary Shares 1.1 $15M 40k 363.32
Teladoc Health Ordinary Shares (TDOC) 1.1 $15M 73k 199.96
Tesla Ordinary Shares (TSLA) 1.1 $14M 20k 705.68
Alibaba Group Holding American Depository Receipts (BABA) 1.0 $14M 60k 232.73
Avalara Ordinary Shares 1.0 $14M 84k 164.89
Costco Wholesale Corp Ordinary Shares (COST) 0.9 $12M 33k 376.79
Tyler Technologies Ordinary Shares (TYL) 0.9 $12M 28k 436.51
American Tower Corp Ordinary Shares (AMT) 0.9 $12M 55k 224.46
Brookfield Asset Management Ordinary Shares 0.9 $12M 300k 41.27
Church & Dwight Ordinary Shares (CHD) 0.9 $12M 142k 87.23
Comcast Corp Ordinary Shares (CMCSA) 0.9 $12M 235k 52.40
Berkshire Hathaway Ordinary Shares (BRK.B) 0.9 $12M 53k 231.86
Healthequity Ordinary Shares (HQY) 0.9 $12M 176k 69.71
XPO Logistics Ordinary Shares (XPO) 0.9 $12M 100k 119.20
Visa Ordinary Shares (V) 0.8 $11M 51k 218.73
Gentex Corp Ordinary Shares (GNTX) 0.8 $10M 300k 33.93
nLIGHT Ordinary Shares (LASR) 0.7 $10M 305k 32.65
Markel Corp Ordinary Shares (MKL) 0.7 $9.2M 8.9k 1033.26
Yum China Holdings Ordinary Shares (YUMC) 0.7 $9.2M 161k 57.09
STAG Industrial Ordinary Shares (STAG) 0.7 $8.9M 283k 31.32
LCI Industries Ordinary Shares (LCII) 0.6 $8.5M 65k 129.68
Broadridge Financial Solutions Ordinary Shares (BR) 0.6 $8.4M 55k 153.20
Cerner Corp Ordinary Shares 0.6 $8.2M 105k 78.48
Proto Labs Ordinary Shares (PRLB) 0.6 $7.8M 51k 153.39
Ultragenyx Pharmaceutical Ordinary Shares (RARE) 0.6 $7.7M 55k 138.43
NVIDIA Corp Ordinary Shares (NVDA) 0.6 $7.6M 15k 522.17
UnitedHealth Group Ordinary Shares (UNH) 0.6 $7.5M 21k 350.66
Walt Disney Ordinary Shares (DIS) 0.5 $7.1M 39k 181.19
PTC Therapeutics Ordinary Shares (PTCT) 0.5 $7.0M 115k 61.03
Home Depot Ordinary Shares (HD) 0.5 $6.8M 25k 265.63
Thor Industries Ordinary Shares (THO) 0.5 $6.7M 73k 92.99
Heska Corp Ordinary Shares 0.5 $6.4M 44k 145.64
iRhythm Technologies Ordinary Shares (IRTC) 0.5 $6.1M 26k 237.21
Q2 Holdings Ordinary Shares (QTWO) 0.4 $6.0M 48k 126.53
Goosehead Insurance Ordinary Shares (GSHD) 0.4 $5.9M 48k 124.77
Adobe Ordinary Shares (ADBE) 0.4 $5.5M 11k 500.14
Netflix Ordinary Shares (NFLX) 0.4 $5.5M 10k 540.77
Nike Ordinary Shares (NKE) 0.4 $5.2M 37k 141.48
McCormick & Company Ordinary Shares (MKC) 0.4 $5.2M 54k 95.59
Smartsheet Ordinary Shares (SMAR) 0.4 $4.9M 71k 69.29
Salesforce.Com Ordinary Shares (CRM) 0.4 $4.8M 22k 222.51
Globus Medical Ordinary Shares (GMED) 0.4 $4.8M 73k 65.22
Penumbra Ordinary Shares (PEN) 0.3 $4.3M 24k 174.99
Brown & Brown Ordinary Shares (BRO) 0.3 $4.3M 90k 47.41
John Bean Technologies Corp Ordinary Shares (JBT) 0.3 $4.1M 36k 113.87
Howard Hughes Corp Ordinary Shares 0.3 $4.1M 52k 78.94
Fox Factory Holding Corp Ordinary Shares (FOXF) 0.3 $4.1M 38k 105.72
Broadcom Ordinary Shares (AVGO) 0.3 $4.1M 9.3k 437.84
SVB Financial Group Ordinary Shares (SIVBQ) 0.3 $3.9M 10k 387.80
T-Mobile US Ordinary Shares (TMUS) 0.3 $3.8M 28k 134.86
Tractor Supply Ordinary Shares (TSCO) 0.3 $3.5M 25k 140.56
Trex Company Ordinary Shares (TREX) 0.3 $3.4M 41k 83.71
Nextera Energy Ordinary Shares (NEE) 0.3 $3.4M 44k 77.15
Editas Medicine Ordinary Shares (EDIT) 0.3 $3.4M 48k 70.10
Bristol-Myers Squibb Ordinary Shares (BMY) 0.2 $3.3M 53k 62.02
Landstar System Ordinary Shares (LSTR) 0.2 $3.2M 24k 134.65
Union Pacific Corp Ordinary Shares (UNP) 0.2 $3.2M 15k 208.21
Amgen Ordinary Shares (AMGN) 0.2 $3.1M 14k 229.89
Newmark Group Ordinary Shares (NMRK) 0.2 $2.9M 394k 7.29
Schrodinger Ordinary Shares (SDGR) 0.2 $2.8M 35k 79.18
Zoom Video Communications Ordinary Shares (ZM) 0.2 $2.6M 7.8k 337.31
Nic Ordinary Shares 0.2 $2.6M 100k 25.83
ServiceNow Ordinary Shares (NOW) 0.2 $2.5M 4.5k 550.35
Square Ordinary Shares (SQ) 0.2 $2.5M 11k 217.66
Intuit Ordinary Shares (INTU) 0.2 $2.4M 6.3k 379.78
Frontdoor Ordinary Shares (FTDR) 0.2 $2.4M 48k 50.22
3M Ordinary Shares (MMM) 0.2 $2.4M 14k 174.77
Intuitive Surgical Ordinary Shares (ISRG) 0.2 $2.1M 2.6k 818.29
CVS Health Corp Ordinary Shares (CVS) 0.2 $2.1M 31k 68.31
Uber Technologies Ordinary Shares (UBER) 0.2 $2.1M 40k 51.00
Booking Holdings Ordinary Shares (BKNG) 0.1 $2.0M 887.00 2227.73
Zoetis Ordinary Shares (ZTS) 0.1 $1.8M 11k 165.52
Gilead Sciences Ordinary Shares (GILD) 0.1 $1.7M 30k 58.26
Becton Dickinson and Ordinary Shares (BDX) 0.1 $1.7M 6.8k 250.15
FedEx Corp Ordinary Shares (FDX) 0.1 $1.7M 6.4k 259.62
Activision Blizzard Ordinary Shares 0.1 $1.6M 17k 92.84
Autodesk Ordinary Shares (ADSK) 0.1 $1.6M 5.1k 305.31
Crown Castle International Corp Ordinary Shares (CCI) 0.1 $1.5M 9.7k 159.18
CME Group Ordinary Shares (CME) 0.1 $1.5M 8.4k 182.09
Intercontinental Exchange Ordinary Shares (ICE) 0.1 $1.5M 13k 115.29
Ecolab Ordinary Shares (ECL) 0.1 $1.4M 6.7k 216.33
Vertex Pharmaceuticals Ordinary Shares (VRTX) 0.1 $1.4M 6.1k 236.34
VMware Ordinary Shares 0.1 $1.4M 10k 140.27
Sherwin-Williams Ordinary Shares (SHW) 0.1 $1.4M 1.9k 734.89
Workday Ordinary Shares (WDAY) 0.1 $1.3M 5.6k 239.64
HCA Healthcare Ordinary Shares (HCA) 0.1 $1.3M 8.0k 164.40
Illumina Ordinary Shares (ILMN) 0.1 $1.2M 3.4k 370.11
Twilio Ordinary Shares (TWLO) 0.1 $1.2M 3.7k 338.39
Moody's Corp Ordinary Shares (MCO) 0.1 $1.2M 4.2k 290.32
Waste Management Ordinary Shares (WM) 0.1 $1.1M 9.7k 117.98
Monster Beverage Corp Ordinary Shares (MNST) 0.1 $1.1M 12k 92.46
CrowdStrike Holdings Ordinary Shares (CRWD) 0.1 $1.1M 5.2k 211.73
DocuSign Ordinary Shares (DOCU) 0.1 $1.1M 4.8k 222.22
Roku Ordinary Shares (ROKU) 0.1 $1.0M 3.1k 332.04
Roper Technologies Ordinary Shares (ROP) 0.1 $1.0M 2.4k 430.91
Unity Software Ordinary Shares (U) 0.1 $1.0M 6.7k 153.44
Chewy Ordinary Shares (CHWY) 0.1 $1.0M 11k 89.86
Cognizant Technology Solutions Corp Ordinary Shares (CTSH) 0.1 $1.0M 12k 81.92
Twitter Ordinary Shares 0.1 $1.0M 19k 54.17
Trade Desk Ordinary Shares (TTD) 0.1 $996k 1.2k 801.29
Pinterest Ordinary Shares (PINS) 0.1 $993k 15k 65.89
Marriott International Ordinary Shares (MAR) 0.1 $984k 7.5k 131.92
IDEXX Laboratories Ordinary Shares (IDXX) 0.1 $975k 2.0k 500.00
Align Technology Ordinary Shares (ALGN) 0.1 $973k 1.8k 534.62
Peloton Interactive Ordinary Shares (PTON) 0.1 $963k 6.3k 151.68
Electronic Arts Ordinary Shares (EA) 0.1 $957k 6.7k 143.65
Veeva Systems Ordinary Shares (VEEV) 0.1 $951k 3.5k 272.26
Match Group Ordinary Shares (MTCH) 0.1 $945k 6.3k 151.15
Chipotle Mexican Grill Ordinary Shares (CMG) 0.1 $921k 664.00 1387.05
Synopsys Ordinary Shares (SNPS) 0.1 $902k 3.5k 259.34
Biogen Ordinary Shares (BIIB) 0.1 $892k 3.6k 244.92
Cadence Design Systems Ordinary Shares (CDNS) 0.1 $858k 6.3k 136.43
CoStar Group Ordinary Shares (CSGP) 0.1 $832k 900.00 924.44
Xilinx Ordinary Shares 0.1 $829k 5.8k 141.73
Cintas Corp Ordinary Shares (CTAS) 0.1 $825k 2.3k 353.32
Ford Motor Ordinary Shares (F) 0.1 $817k 93k 8.79
eBay Ordinary Shares (EBAY) 0.1 $814k 16k 50.25
Seagen Ordinary Shares 0.1 $812k 4.6k 175.04
Okta Ordinary Shares (OKTA) 0.1 $809k 3.2k 254.24
DexCom Ordinary Shares (DXCM) 0.1 $797k 2.2k 369.67
Palo Alto Networks Ordinary Shares (PANW) 0.1 $793k 2.2k 355.29
Cummins Ordinary Shares (CMI) 0.1 $773k 3.4k 227.02
TransDigm Group Ordinary Shares (TDG) 0.1 $761k 1.2k 618.70
Datadog Ordinary Shares (DDOG) 0.1 $756k 7.7k 98.48
Zillow Group Ordinary Shares (ZG) 0.1 $737k 5.4k 136.00
Kinder Morgan Ordinary Shares (KMI) 0.1 $736k 54k 13.67
Aflac Ordinary Shares (AFL) 0.1 $715k 16k 44.48
Ansys Ordinary Shares (ANSS) 0.1 $685k 1.9k 363.78
Copart Ordinary Shares (CPRT) 0.0 $667k 5.2k 127.27
Wayfair Ordinary Shares (W) 0.0 $646k 2.9k 225.72
Mckesson Corp Ordinary Shares (MCK) 0.0 $640k 3.7k 173.87