Motley Fool Asset Management

Motley Fool Asset Management as of Dec. 31, 2017

Portfolio Holdings for Motley Fool Asset Management

Motley Fool Asset Management holds 62 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Xpo Logistics Inc equity (XPO) 4.3 $20M 215k 91.59
Sba Communications Corp (SBAC) 4.1 $19M 115k 163.36
Thor Industries (THO) 3.8 $17M 115k 150.72
ResMed (RMD) 3.7 $17M 201k 84.69
stock 3.1 $15M 175k 82.84
Texas Roadhouse (TXRH) 3.0 $14M 265k 52.68
IPG Photonics Corporation (IPGP) 3.0 $14M 65k 214.12
Watsco, Incorporated (WSO) 2.9 $14M 80k 170.04
MercadoLibre (MELI) 2.9 $13M 42k 314.66
Paycom Software (PAYC) 2.8 $13M 163k 80.33
Ionis Pharmaceuticals (IONS) 2.8 $13M 259k 50.30
Lci Industries (LCII) 2.8 $13M 100k 130.00
HDFC Bank (HDB) 2.5 $12M 113k 101.67
Align Technology (ALGN) 2.5 $11M 51k 222.20
Starbucks Corporation (SBUX) 2.4 $11M 195k 57.43
Banco Latinoamericano De Comercio Exteri (BLX) 2.3 $10M 388k 26.90
Gentex Corporation (GNTX) 2.3 $11M 500k 20.95
Ultimate Software 2.2 $10M 47k 218.23
KAR Auction Services (KAR) 2.2 $10M 203k 50.51
Jones Lang LaSalle Incorporated (JLL) 2.2 $10M 69k 148.93
Taiwan Semiconductor Manufacturing Co Ltd american depository receipts 2.1 $9.8M 248k 39.65
Facebook Inc cl a (META) 2.1 $9.7M 55k 176.45
Alphabet Inc Class C cs (GOOG) 2.0 $9.4M 9.0k 1046.43
American Tower Reit (AMT) 2.0 $9.1M 64k 142.67
Markel Corporation (MKL) 1.9 $9.0M 7.9k 1139.11
Berkshire Hathaway (BRK.A) 1.9 $8.9M 30.00 297600.00
Cooper Companies 1.8 $8.5M 39k 217.89
Apple (AAPL) 1.6 $7.6M 45k 169.22
Ctrip.com International 1.6 $7.7M 174k 44.10
Costco Wholesale Corporation (COST) 1.6 $7.4M 40k 186.12
Varian Medical Systems 1.6 $7.4M 67k 111.15
Paypal Holdings Inc ordinary shares 1.6 $7.4M 100k 73.62
American Woodmark Corporation (AMWD) 1.4 $6.6M 51k 130.24
Diamond Hill Investment (DHIL) 1.3 $6.0M 29k 206.66
Oaktree Cap 1.2 $5.5M 131k 42.10
Grubhub Inc ordinary shares 1.2 $5.4M 75k 71.80
AutoZone (AZO) 1.1 $5.2M 7.3k 711.37
Genomic Health 1.0 $4.5M 132k 34.20
Stag Industrial (STAG) 1.0 $4.5M 165k 27.33
Fastenal Co ordinary shares 0.9 $4.2M 77k 54.68
Infinera (INFN) 0.9 $4.2M 661k 6.33
C.H. Robinson Worldwide (CHRW) 0.9 $4.1M 46k 89.09
Proto Labs (PRLB) 0.9 $4.1M 40k 103.00
Hasbro Inc ordinary shares 0.9 $4.1M 45k 90.90
Genesee & Wyoming Inc ordinary shares 0.8 $3.9M 50k 78.72
Tractor Supply Company (TSCO) 0.7 $3.3M 45k 74.75
Church & Dwight (CHD) 0.7 $3.3M 67k 50.17
Mccormick & Company Inc ordinary shares 0.7 $3.1M 30k 101.90
KapStone Paper and Packaging 0.5 $2.5M 110k 22.69
Access National Corporation 0.5 $2.5M 91k 27.84
Lakeland Financial Corp ordinary shares 0.5 $2.4M 50k 48.50
Svb Financial Group ordinary shares 0.5 $2.3M 10k 233.80
Broadridge Financial Solutions Inc ordinary shares 0.5 $2.3M 25k 90.60
Dorman Products (DORM) 0.5 $2.2M 36k 61.13
Huntington Bancshares Incorporated (HBAN) 0.3 $1.5M 100k 14.56
Credicorp (BAP) 0.3 $1.2M 6.0k 207.50
Grupo Aeroportuario del Pacifi (PAC) 0.3 $1.2M 12k 102.78
Grupo Aeroportuario del Sureste (ASR) 0.2 $1.2M 6.4k 182.50
Yum China Holdings (YUMC) 0.2 $1.0M 25k 40.04
Tri Pointe Homes (TPH) 0.2 $824k 46k 17.91
Baidu (BIDU) 0.1 $410k 1.8k 234.29
Alibaba Group Holding Lt equity 0.1 $414k 2.4k 172.50