Motley Fool Asset Management

Motley Fool Asset Management as of March 31, 2025

Portfolio Holdings for Motley Fool Asset Management

Motley Fool Asset Management holds 223 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Ordinary Shares (AAPL) 6.8 $122M 548k 222.13
Microsoft Corp Ordinary Shares (MSFT) 5.7 $102M 272k 375.39
Amazon Ordinary Shares (AMZN) 5.3 $95M 500k 190.26
Nvidia Corp Ordinary Shares (NVDA) 5.3 $94M 865k 108.38
Alphabet Inc Cl C Ordinary Shares (GOOG) 4.7 $85M 542k 156.23
Meta Platforms Ordinary Shares (META) 3.1 $55M 96k 576.36
Berkshire Hathaway Inc Cl B Ordinary Shares (BRK.B) 3.0 $54M 100k 532.58
Mastercard Ordinary Shares (MA) 2.5 $44M 81k 548.12
Tesla Ordinary Shares (TSLA) 2.2 $39M 150k 259.16
Eli Lilly Ordinary Shares (LLY) 2.1 $38M 46k 825.91
Costco Whsl Corp Ordinary Shares (COST) 2.1 $38M 40k 945.78
Broadcom Ordinary Shares (AVGO) 2.1 $37M 219k 167.43
Walmart Ordinary Shares (WMT) 2.0 $36M 413k 87.79
Visa Inc Com Cl A Ordinary Shares (V) 2.0 $36M 101k 350.46
Jpmorgan Chase Ordinary Shares (JPM) 1.8 $32M 130k 245.30
Watsco Ordinary Shares (WSO) 1.3 $23M 45k 508.30
Stonex Group Ordinary Shares (SNEX) 1.3 $23M 297k 76.38
Salesforce Ordinary Shares (CRM) 1.2 $22M 82k 268.36
Axon Enterprise Ordinary Shares (AXON) 1.2 $22M 42k 525.95
Netflix Ordinary Shares (NFLX) 1.2 $22M 24k 932.53
Home Depot Ordinary Shares (HD) 1.1 $20M 55k 366.49
Waste Connections Ordinary Shares (WCN) 1.0 $19M 95k 195.19
American Tower Corp Ordinary Shares (AMT) 0.9 $17M 77k 217.60
Dexcom Ordinary Shares (DXCM) 0.9 $16M 232k 68.29
Fastenal Ordinary Shares (FAST) 0.9 $15M 196k 77.55
Waters Corp Ordinary Shares (WAT) 0.8 $15M 40k 368.57
Equinix Ordinary Shares (EQIX) 0.8 $14M 18k 815.35
T Mobile Us Ordinary Shares (TMUS) 0.8 $14M 53k 266.71
Sba Communications Corp Ordinary Shares (SBAC) 0.7 $13M 59k 220.01
Aon Plc Shs Cl A Ordinary Shares (AON) 0.7 $12M 31k 399.09
Globus Med Inca Ordinary Shares (GMED) 0.6 $12M 157k 73.20
Yum China Hldgs Ordinary Shares (YUMC) 0.6 $12M 221k 52.06
Brown Brown Ordinary Shares (BRO) 0.6 $11M 88k 124.40
Toast Inc Cl A Ordinary Shares (TOST) 0.6 $11M 326k 33.17
Healthequity Ordinary Shares (HQY) 0.6 $11M 118k 88.37
Intl Container Term Svcs Ordinary Shares 0.6 $10M 1.6M 6.20
Brookfield Asset Managmt Ltd Cl A Ordinary Shares (BAM) 0.6 $9.9M 203k 48.45
Adobe Ordinary Shares (ADBE) 0.6 $9.8M 26k 383.53
Intuitive Surgical Ordinary Shares (ISRG) 0.5 $9.7M 20k 495.27
Crocs Ordinary Shares (CROX) 0.5 $9.6M 90k 106.20
Broadridge Financial Solutions Ordinary Shares (BR) 0.5 $9.6M 39k 242.46
Mercadolibre Ordinary Shares (MELI) 0.5 $9.5M 4.9k 1950.87
Servicenow Ordinary Shares (NOW) 0.5 $9.1M 11k 796.14
Goosehead Insurance Inc A Ordinary Shares (GSHD) 0.5 $8.7M 74k 118.06
Alarm Com Holdings Ordinary Shares (ALRM) 0.5 $8.5M 153k 55.65
Walt Disney Co The Ordinary Shares (DIS) 0.5 $8.3M 84k 98.70
Tyler Technologies Ordinary Shares (TYL) 0.5 $8.3M 14k 581.39
Intuit Ordinary Shares (INTU) 0.4 $8.0M 13k 613.99
Gilead Sciences Ordinary Shares (GILD) 0.4 $7.9M 71k 112.05
Amgen Ordinary Shares (AMGN) 0.4 $7.8M 25k 311.55
Advanced Micro Devices Ordinary Shares (AMD) 0.4 $7.7M 75k 102.74
Union Pacific Corp Ordinary Shares (UNP) 0.4 $7.7M 33k 236.24
Progressive Corp Ordinary Shares (PGR) 0.4 $7.7M 27k 283.01
Tjx Companies Ordinary Shares (TJX) 0.4 $7.6M 62k 121.80
Taiwan Semiconductor A D R Ordinary Shares (TSM) 0.4 $7.4M 45k 166.00
Uber Technologies Ordinary Shares (UBER) 0.4 $7.1M 97k 72.86
Booking Holdings Ordinary Shares (BKNG) 0.4 $7.0M 1.5k 4606.91
Vertex Pharmaceuticals Ordinary Shares (VRTX) 0.4 $6.7M 14k 484.82
Herc Holdings Ordinary Shares (HRI) 0.4 $6.7M 50k 134.27
Schwab Charles Corp Ordinary Shares (SCHW) 0.4 $6.6M 84k 78.28
Icon Ordinary Shares (ICLR) 0.4 $6.4M 36k 174.99
Guidewire Software Ordinary Shares (GWRE) 0.4 $6.4M 34k 187.36
Alphatec Holdings Ordinary Shares (ATEC) 0.4 $6.3M 626k 10.14
Palo Alto Networks Ordinary Shares (PANW) 0.3 $6.2M 36k 170.64
Bristol Myers Squibb Ordinary Shares (BMY) 0.3 $5.8M 94k 60.99
Atlassian Corporation Cl A Ordinary Shares (TEAM) 0.3 $5.6M 27k 212.21
Gentex Corp Ordinary Shares (GNTX) 0.3 $5.6M 241k 23.30
Canadian Natl Railway Ordinary Shares (CNI) 0.3 $5.5M 57k 97.46
Qxo Ordinary Shares (QXO) 0.3 $5.4M 402k 13.54
Trex Ordinary Shares (TREX) 0.3 $5.4M 94k 58.10
Gxo Logistics Incorporated Common Ordinary Shares (GXO) 0.3 $5.3M 136k 39.08
Arista Networks Ordinary Shares (ANET) 0.3 $5.3M 68k 77.48
Lam Research Corp Ordinary Shares (LRCX) 0.3 $5.2M 71k 72.70
Starbucks Corp Ordinary Shares (SBUX) 0.3 $5.2M 53k 98.09
Waste Mgmt Inc Del Ordinary Shares (WM) 0.3 $5.1M 22k 231.51
Sherwin Williams Ordinary Shares (SHW) 0.3 $5.1M 15k 349.19
Costar Group Ordinary Shares (CSGP) 0.3 $4.9M 62k 79.23
Hca Healthcare Ordinary Shares (HCA) 0.3 $4.9M 14k 345.55
Tractor Supply Company Ordinary Shares (TSCO) 0.3 $4.8M 88k 55.10
Cintas Corp Ordinary Shares (CTAS) 0.3 $4.7M 23k 205.53
Cvs Health Corp Ordinary Shares (CVS) 0.3 $4.6M 68k 67.75
Intercontinental Exchange Ordinary Shares (ICE) 0.3 $4.6M 27k 172.50
Morningstar Ordinary Shares (MORN) 0.3 $4.6M 15k 299.87
Mckesson Corporation Ordinary Shares (MCK) 0.3 $4.5M 6.7k 672.99
Fabrinet Ordinary Shares (FN) 0.3 $4.5M 23k 197.51
Rxo Ordinary Shares (RXO) 0.3 $4.5M 236k 19.10
Cme Group Ordinary Shares (CME) 0.2 $4.4M 17k 265.29
Eastman Chem Ordinary Shares (EMN) 0.2 $4.4M 50k 88.11
Nike Ordinary Shares (NKE) 0.2 $4.4M 69k 63.48
Cooper Cos Ordinary Shares (COO) 0.2 $4.3M 51k 84.35
Transunion Ordinary Shares (TRU) 0.2 $4.2M 51k 82.99
Fortinet Ordinary Shares (FTNT) 0.2 $4.2M 44k 96.26
Motorola Solutions Ordinary Shares (MSI) 0.2 $4.1M 9.3k 437.81
Crowdstrike Holdings Inc A Ordinary Shares (CRWD) 0.2 $4.1M 12k 352.58
Ecolab Ordinary Shares (ECL) 0.2 $4.0M 16k 253.52
Chipotle Mexican Grill Ordinary Shares (CMG) 0.2 $3.9M 77k 50.21
Datadog Inc Class A Ordinary Shares (DDOG) 0.2 $3.8M 38k 99.21
3M Ordinary Shares (MMM) 0.2 $3.7M 25k 146.86
Synopsys Ordinary Shares (SNPS) 0.2 $3.7M 8.6k 428.85
Transdigm Group Ordinary Shares (TDG) 0.2 $3.6M 2.6k 1383.29
Doordash Inc Cl A Ordinary Shares (DASH) 0.2 $3.6M 20k 182.77
Airbnb Ordinary Shares (ABNB) 0.2 $3.5M 29k 119.46
Workday Ordinary Shares (WDAY) 0.2 $3.4M 15k 233.53
Fed Ex Corp Ordinary Shares (FDX) 0.2 $3.2M 13k 243.78
Autodesk Ordinary Shares (ADSK) 0.2 $3.2M 12k 261.80
Monster Beverage Corp Ordinary Shares (MNST) 0.2 $3.1M 53k 58.52
Ultragenyx Pharmaceutical In Ordinary Shares (RARE) 0.2 $3.1M 85k 36.21
Marriott Intl Ordinary Shares (MAR) 0.2 $3.1M 13k 238.20
Paypal Holdings Ordinary Shares (PYPL) 0.2 $3.0M 46k 65.25
Kinder Morgan Ordinary Shares (KMI) 0.2 $2.9M 103k 28.53
Constellation Energy Corp Ordinary Shares (CEG) 0.2 $2.9M 15k 201.63
Q2 Holdings Ordinary Shares (QTWO) 0.2 $2.9M 36k 80.01
Leonardo Drs Ordinary Shares (DRS) 0.2 $2.8M 85k 32.88
Penumbra Ordinary Shares (PEN) 0.2 $2.8M 10k 267.41
Rentokil Initial Plc Sp A D R Ordinary Shares (RTO) 0.2 $2.7M 118k 22.90
Fair Isaac Corporation Ordinary Shares (FICO) 0.2 $2.7M 1.5k 1844.16
Carlisle Cos Ordinary Shares (CSL) 0.2 $2.7M 7.9k 340.50
Northern Oil And Gas Inc Mn Ordinary Shares (NOG) 0.1 $2.6M 86k 30.23
Copart Ordinary Shares (CPRT) 0.1 $2.5M 45k 56.59
Ufp Technologies Ordinary Shares (UFPT) 0.1 $2.5M 13k 201.71
Truist Financial Corp Ordinary Shares (TFC) 0.1 $2.5M 61k 41.15
Howmet Aerospace Ordinary Shares (HWM) 0.1 $2.4M 19k 129.73
Live Oak Bancshares Ordinary Shares (LOB) 0.1 $2.3M 88k 26.66
Liveramp Holdings Ordinary Shares (RAMP) 0.1 $2.3M 89k 26.14
Snowflake Inc Cl A Ordinary Shares (SNOW) 0.1 $2.3M 16k 146.16
Bellring Brands Ordinary Shares (BRBR) 0.1 $2.3M 30k 74.46
Digital Rlty Tr Ordinary Shares (DLR) 0.1 $2.2M 16k 143.29
Sitime Corp Ordinary Shares (SITM) 0.1 $2.2M 14k 152.87
Electronic Arts Ordinary Shares (EA) 0.1 $2.1M 15k 144.52
Cognizant Tech Solutions Cl A Ordinary Shares (CTSH) 0.1 $2.1M 27k 76.50
Stag Industrial Ordinary Shares (STAG) 0.1 $2.0M 57k 36.12
Nasdaq Ordinary Shares (NDAQ) 0.1 $2.0M 27k 75.86
Cummins Ordinary Shares (CMI) 0.1 $2.0M 6.4k 313.44
Frontdoor Ordinary Shares (FTDR) 0.1 $2.0M 52k 38.42
Hexcel Corp Ordinary Shares (HXL) 0.1 $2.0M 36k 54.76
Idexx Labs Ordinary Shares (IDXX) 0.1 $2.0M 4.7k 419.95
Old Dominion Fght Line Ordinary Shares (ODFL) 0.1 $1.9M 12k 165.45
Resmed Ordinary Shares (RMD) 0.1 $1.9M 8.6k 223.85
Ebay Ordinary Shares (EBAY) 0.1 $1.9M 28k 67.73
Canal Plus Sa Ordinary Shares 0.1 $1.9M 781k 2.38
Gartner Ordinary Shares (IT) 0.1 $1.8M 4.4k 419.74
Coupang Inc Cl A Ordinary Shares (CPNG) 0.1 $1.8M 84k 21.93
Corning Ordinary Shares (GLW) 0.1 $1.8M 40k 45.78
Cloudflare Inc Cl Acom Ordinary Shares (NET) 0.1 $1.8M 16k 112.69
Roblox Corp Cl A Ordinary Shares (RBLX) 0.1 $1.8M 31k 58.29
Ipg Photonics Corp Ordinary Shares (IPGP) 0.1 $1.8M 28k 63.14
Verra Mobility Corp Ordinary Shares (VRRM) 0.1 $1.8M 78k 22.51
Veeva Systems Inc Class A Ordinary Shares (VEEV) 0.1 $1.7M 7.6k 231.63
Ge Healthcare Technologies Ordinary Shares (GEHC) 0.1 $1.7M 21k 80.71
Take Two Interactive Software Ordinary Shares (TTWO) 0.1 $1.7M 8.2k 207.25
Alnylam Pharmaceuticals Ordinary Shares (ALNY) 0.1 $1.6M 6.0k 270.02
Block Inc Cl A Ordinary Shares (XYZ) 0.1 $1.6M 29k 54.33
Ncino Ordinary Shares (NCNO) 0.1 $1.5M 55k 27.47
Trade Desk Inc Com Cl A Ordinary Shares (TTD) 0.1 $1.5M 27k 54.72
Zscaler Ordinary Shares (ZS) 0.1 $1.4M 7.2k 198.42
Wingstop Ordinary Shares (WING) 0.1 $1.2M 5.4k 225.58
Louis Hachette Gr Ordinary Shares 0.1 $1.2M 781k 1.49
Performance Food Group Ordinary Shares (PFGC) 0.1 $1.2M 15k 78.63
Havas N V Ordinary Shares 0.1 $1.1M 781k 1.42
Zoom Communications Ordinary Shares (ZM) 0.1 $1.0M 14k 73.77
Biomarin Pharmaceutical Ordinary Shares (BMRN) 0.1 $944k 13k 70.69
Biogen Ordinary Shares (BIIB) 0.1 $932k 6.8k 136.84
Hubspot Ordinary Shares (HUBS) 0.0 $816k 1.4k 571.29
Rollins Ordinary Shares (ROL) 0.0 $761k 14k 54.03
Monolithic Power Systems Ordinary Shares (MPWR) 0.0 $704k 1.2k 579.98
Godaddy Inc Cl A Ordinary Shares (GDDY) 0.0 $668k 3.7k 180.14
Doubleverify Hldgs Ordinary Shares (DV) 0.0 $659k 49k 13.37
Veralto Corp Ordinary Shares (VLTO) 0.0 $589k 6.0k 97.45
Pinterest Inc Cl A Ordinary Shares (PINS) 0.0 $584k 19k 31.00
Cboe Global Mkts Ordinary Shares (CBOE) 0.0 $569k 2.5k 226.29
Safaricom Ordinary Shares 0.0 $566k 4.0M 0.14
Heico Corp Ordinary Shares (HEI) 0.0 $541k 2.0k 267.19
Eqt Corp Ordinary Shares (EQT) 0.0 $531k 9.9k 53.43
Wabtec Ordinary Shares (WAB) 0.0 $515k 2.8k 181.35
Nutanix Ordinary Shares (NTNX) 0.0 $514k 7.4k 69.81
Live Nation Entertainment Ordinary Shares (LYV) 0.0 $502k 3.8k 130.58
Docusign Ordinary Shares (DOCU) 0.0 $470k 5.8k 81.40
Carvana Ordinary Shares (CVNA) 0.0 $466k 2.2k 209.08
Williams Sonoma Ordinary Shares (WSM) 0.0 $465k 2.9k 158.10
Insulet Corp Ordinary Shares (PODD) 0.0 $465k 1.8k 262.61
Caseys Gen Stores Ordinary Shares (CASY) 0.0 $439k 1.0k 434.04
Ulta Beauty Ordinary Shares (ULTA) 0.0 $438k 1.2k 366.54
Warner Bros Discovery Inc Series A Ordinary Shares (WBD) 0.0 $438k 41k 10.73
Emcor Group Ordinary Shares (EME) 0.0 $437k 1.2k 369.63
Rpm Intl Ordinary Shares (RPM) 0.0 $398k 3.4k 115.68
Markel Group Ordinary Shares (MKL) 0.0 $396k 212.00 1869.61
Pure Storage Inc Class A Ordinary Shares (PSTG) 0.0 $384k 8.7k 44.27
Mccormick Co Non Vtg Shrs Ordinary Shares (MKC) 0.0 $367k 4.5k 82.31
Samsara Inc Com Cl A Ordinary Shares (IOT) 0.0 $358k 9.3k 38.33
NVR Ordinary Shares (NVR) 0.0 $355k 49.00 7244.39
Ss C Technologies Hldgs Ordinary Shares (SSNC) 0.0 $342k 4.1k 83.53
Jack Henry Associates Ordinary Shares (JKHY) 0.0 $342k 1.9k 182.60
Solventum Corp Ordinary Shares (SOLV) 0.0 $327k 4.3k 76.04
Quest Diagnostics Ordinary Shares (DGX) 0.0 $312k 1.8k 169.20
Ubiquiti Ordinary Shares (UI) 0.0 $312k 1.0k 310.14
Okta Ordinary Shares (OKTA) 0.0 $304k 2.9k 105.22
Maplebear Ordinary Shares (CART) 0.0 $301k 7.5k 39.89
Interactive Brokers Group Inc Cl A Ordinary Shares (IBKR) 0.0 $300k 1.8k 165.59
Factset Research Systems Ordinary Shares (FDS) 0.0 $287k 632.00 454.64
Exelixis Ordinary Shares (EXEL) 0.0 $286k 7.7k 36.92
Lkq Corporation Ordinary Shares (LKQ) 0.0 $281k 6.6k 42.54
Zillow Group Inc C Ordinary Shares (Z) 0.0 $275k 4.0k 68.56
Neurocrine Biosciences Ordinary Shares (NBIX) 0.0 $272k 2.5k 110.60
Manhattan Assocs Ordinary Shares (MANH) 0.0 $270k 1.6k 173.04
Twilio Inc A Ordinary Shares (TWLO) 0.0 $249k 2.5k 97.91
Zebra Technologies Corporation Cl A Ordinary Shares (ZBRA) 0.0 $241k 854.00 282.56
Mongodb Inc Cl A Ordinary Shares (MDB) 0.0 $237k 1.4k 175.40
Duolingo Inc Cl A Ordinary Shares (DUOL) 0.0 $234k 752.00 310.54
Epam Sys Ordinary Shares (EPAM) 0.0 $230k 1.4k 168.84
Topbuild Corp Ordinary Shares (BLD) 0.0 $226k 740.00 304.95
First Solar Ordinary Shares (FSLR) 0.0 $225k 1.8k 126.43
Chewy Inc Class A Ordinary Shares (CHWY) 0.0 $221k 6.8k 32.51
New York Times Ordinary Shares (NYT) 0.0 $221k 4.5k 49.60
Textron Ordinary Shares (TXT) 0.0 $218k 3.0k 72.25
Skechers U S A Ordinary Shares 0.0 $217k 3.8k 56.78
Match Group Ordinary Shares (MTCH) 0.0 $214k 6.8k 31.20
Sofi Technologies Ordinary Shares (SOFI) 0.0 $212k 18k 11.63
Appfolio Inc A Ordinary Shares (APPF) 0.0 $210k 955.00 219.90
Xpo Ordinary Shares (XPO) 0.0 $210k 1.9k 107.58
Illumina Ordinary Shares (ILMN) 0.0 $209k 2.6k 79.34
Paycom Software Ordinary Shares (PAYC) 0.0 $203k 931.00 218.48
System1 Group Ordinary Shares 0.0 $117k 15k 7.84
Under Armour Inc Cl A Ordinary Shares (UAA) 0.0 $68k 11k 6.25