Motley Fool Asset Management

Motley Fool Asset Management as of March 31, 2026

Portfolio Holdings for Motley Fool Asset Management

Motley Fool Asset Management holds 237 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corp. Ordinary Shares (NVDA) 7.2 $169M 967k 174.40
Alphabet Ordinary Shares (GOOG) 7.2 $167M 582k 286.86
Apple Ordinary Shares (AAPL) 6.3 $146M 577k 253.79
Microsoft Corp. Ordinary Shares (MSFT) 4.8 $112M 303k 370.17
Amazon.com Ordinary Shares (AMZN) 4.7 $109M 526k 208.27
Meta Platforms Ordinary Shares (META) 3.3 $77M 134k 572.13
Broadcom Ordinary Shares (AVGO) 3.1 $72M 233k 309.51
JPMorgan Chase & Co. Ordinary Shares (JPM) 2.7 $63M 213k 294.16
MasterCard Incorporated Ordinary Shares (MA) 2.3 $53M 107k 499.66
Costco Wholesale Corporation Ordinary Shares (COST) 2.2 $51M 51k 996.43
Visa Ordinary Shares (V) 2.2 $50M 166k 302.24
Walmart Ordinary Shares (WMT) 1.9 $44M 355k 124.28
Tesla Ordinary Shares (TSLA) 1.8 $42M 113k 371.75
Berkshire Hathaway Ordinary Shares (BRK.B) 1.8 $41M 86k 479.20
Netflix Ordinary Shares (NFLX) 1.7 $39M 402k 96.15
Chevron Corp. Ordinary Shares (CVX) 1.4 $32M 156k 206.90
Lam Research Corporation Ordinary Shares (LRCX) 1.2 $28M 130k 213.66
Advanced Micro Devices Ordinary Shares (AMD) 1.2 $27M 132k 203.43
StoneX Group Ordinary Shares (SNEX) 0.9 $22M 268k 80.65
Goldman Sachs Group Ordinary Shares (GS) 0.9 $21M 25k 845.99
Salesforce Ordinary Shares (CRM) 0.9 $20M 109k 186.67
Equinix Ordinary Shares (EQIX) 0.8 $19M 19k 980.24
T-Mobile US Ordinary Shares (TMUS) 0.8 $18M 87k 210.03
Intel Corporation Ordinary Shares (INTC) 0.8 $18M 410k 44.13
TJX Companies Ordinary Shares (TJX) 0.7 $17M 103k 159.70
Gilead Sciences Ordinary Shares (GILD) 0.7 $16M 113k 139.37
Intuitive Surgical Ordinary Shares (ISRG) 0.7 $16M 34k 460.99
Amgen Ordinary Shares (AMGN) 0.7 $15M 44k 351.85
Axon Enterprise Ordinary Shares (AXON) 0.6 $15M 35k 424.69
American Tower Corporation Ordinary Shares (AMT) 0.6 $15M 86k 172.58
Walt Disney Company Ordinary Shares (DIS) 0.6 $14M 147k 96.38
Arista Networks Ordinary Shares (ANET) 0.6 $14M 114k 122.78
Waste Connections Ordinary Shares (WCN) 0.6 $13M 83k 162.44
DexCom Ordinary Shares (DXCM) 0.6 $13M 213k 62.80
Taiwan Semiconductor Manufacturing American Depository Receipts (TSM) 0.6 $13M 39k 337.95
Booking Holdings Ordinary Shares (BKNG) 0.6 $13M 3.1k 4210.32
Applovin Corp. Ordinary Shares (APP) 0.6 $13M 32k 398.00
Watsco Ordinary Shares (WSO) 0.6 $13M 35k 363.79
Servicenow Ordinary Shares (NOW) 0.6 $13M 123k 104.55
Fastenal Ordinary Shares (FAST) 0.5 $13M 275k 46.40
Uber Technologies Ordinary Shares (UBER) 0.5 $13M 174k 71.93
Union Pacific Corporation Ordinary Shares (UNP) 0.5 $12M 48k 242.62
HCA Healthcare Ordinary Shares (HCA) 0.5 $11M 23k 473.24
Bristol-Myers Squibb Company Ordinary Shares (BMY) 0.5 $11M 177k 60.65
Palo Alto Networks Ordinary Shares (PANW) 0.5 $11M 67k 160.32
Fabrinet Ordinary Shares (FN) 0.4 $10M 20k 521.52
Intuit Ordinary Shares (INTU) 0.4 $10M 24k 432.38
Adobe Ordinary Shares (ADBE) 0.4 $9.9M 41k 243.08
Starbucks Corp. Ordinary Shares (SBUX) 0.4 $9.6M 107k 89.59
Crowdstrike Holdings Ordinary Shares (CRWD) 0.4 $9.5M 24k 390.41
Progressive Corporation Ordinary Shares (PGR) 0.4 $9.5M 48k 198.24
Waters Corporation Ordinary Shares (WAT) 0.4 $9.4M 32k 297.80
Yum China Holdings Ordinary Shares (YUMC) 0.4 $9.3M 191k 48.78
Corning Incorporated Ordinary Shares (GLW) 0.4 $9.3M 69k 135.97
Alphatec Holdings Ordinary Shares (ATEC) 0.4 $9.3M 856k 10.88
Vertex Pharmaceuticals Incorporated Ordinary Shares (VRTX) 0.4 $9.1M 20k 446.54
GXO Logistics Ordinary Shares (GXO) 0.4 $8.7M 169k 51.85
CME Group Ordinary Shares (CME) 0.4 $8.7M 29k 295.35
Mckesson Corp. Ordinary Shares (MCK) 0.4 $8.6M 10k 865.36
Aon Ordinary Shares (AON) 0.4 $8.6M 27k 322.78
SBA Communications Corp. Ordinary Shares (SBAC) 0.4 $8.5M 49k 172.11
Constellation Energy Corp. Ordinary Shares (CEG) 0.4 $8.4M 30k 279.25
Datadog Ordinary Shares (DDOG) 0.4 $8.3M 70k 118.05
Qxo Ordinary Shares (QXO) 0.4 $8.3M 427k 19.42
Healthequity Ordinary Shares (HQY) 0.4 $8.2M 99k 83.57
FedEx Corporation Ordinary Shares (FDX) 0.3 $8.1M 23k 356.18
Close Brothers Group Ordinary Shares (CBGPF) 0.3 $7.9M 1.5M 5.30
Brookfield Asset Management Ordinary Shares (BAM) 0.3 $7.9M 177k 44.45
Howmet Aerospace Ordinary Shares (HWM) 0.3 $7.6M 33k 230.46
Nike Ordinary Shares (NKE) 0.3 $7.5M 142k 52.82
Airbnb Ordinary Shares (ABNB) 0.3 $7.4M 59k 126.28
Mercadolibre Ordinary Shares (MELI) 0.3 $7.4M 4.3k 1729.02
CVS Health Corp Ordinary Shares (CVS) 0.3 $7.3M 101k 71.82
Autodesk Ordinary Shares (ADSK) 0.3 $7.3M 30k 239.40
Toast Ordinary Shares (TOST) 0.3 $7.2M 273k 26.51
Waste Management Ordinary Shares (WM) 0.3 $7.2M 32k 229.79
Sherwin-Williams Company Ordinary Shares (SHW) 0.3 $7.0M 22k 320.55
Intercontinental Exchange Ordinary Shares (ICE) 0.3 $7.0M 45k 157.28
Marriott International Ordinary Shares (MAR) 0.3 $6.9M 21k 327.07
Motorola Solutions Ordinary Shares (MSI) 0.3 $6.7M 16k 433.97
Cintas Corporation Ordinary Shares (CTAS) 0.3 $6.7M 40k 169.14
Synopsys Ordinary Shares (SNPS) 0.3 $6.6M 17k 396.48
Ecolab Ordinary Shares (ECL) 0.3 $6.6M 25k 266.02
Monster Beverage Corp Ordinary Shares (MNST) 0.3 $6.6M 91k 72.46
Cloudflare Ordinary Shares (NET) 0.3 $6.5M 31k 206.34
Cummins Ordinary Shares (CMI) 0.3 $6.1M 11k 538.02
Kinder Morgan Ordinary Shares (KMI) 0.3 $6.0M 179k 33.53
Penumbra Ordinary Shares (PEN) 0.2 $5.6M 17k 328.37
DoorDash Ordinary Shares (DASH) 0.2 $5.5M 37k 150.15
Cellebrite Di Ordinary Shares (CLBT) 0.2 $5.5M 397k 13.78
Fortinet Ordinary Shares (FTNT) 0.2 $5.5M 67k 81.72
Transdigm Group Ordinary Shares (TDG) 0.2 $5.2M 4.5k 1158.96
Siteone Landscape Supply Ordinary Shares (SITE) 0.2 $5.2M 39k 133.11
Autozone Ordinary Shares (AZO) 0.2 $5.1M 1.5k 3377.78
Broadridge Financial Solutions Ordinary Shares (BR) 0.2 $5.1M 31k 162.48
Canadian National Railway Company Ordinary Shares (CNI) 0.2 $5.1M 49k 102.77
Snowflake Ordinary Shares (SNOW) 0.2 $5.0M 33k 150.82
Brown & Brown Ordinary Shares (BRO) 0.2 $4.8M 73k 65.21
Truist Financial Corp. Ordinary Shares (TFC) 0.2 $4.7M 102k 45.97
Comfort Systems USA Ordinary Shares (FIX) 0.2 $4.6M 3.3k 1378.99
Guidewire Software Ordinary Shares (GWRE) 0.2 $4.6M 31k 149.56
West Pharmaceutical Services Incorporated Ordinary Shares (WST) 0.2 $4.5M 18k 250.64
IDEXX Laboratories Ordinary Shares (IDXX) 0.2 $4.4M 7.8k 561.89
Tractor Supply Ordinary Shares (TSCO) 0.2 $4.4M 97k 45.30
Coherent Corp Ordinary Shares (COHR) 0.2 $4.2M 18k 238.21
Tyler Technologies Ordinary Shares (TYL) 0.2 $4.1M 12k 342.38
Chipotle Mexican Grill Ordinary Shares (CMG) 0.2 $4.1M 128k 32.01
Ubiquiti Ordinary Shares (UI) 0.2 $4.1M 5.2k 790.29
Nasdaq Ordinary Shares (NDAQ) 0.2 $3.9M 46k 84.89
Sysco Corporation Ordinary Shares (SYY) 0.2 $3.8M 53k 71.33
eBay Ordinary Shares (EBAY) 0.2 $3.8M 42k 91.02
Old Dominion Freight Line Ordinary Shares (ODFL) 0.2 $3.6M 18k 195.40
Paypal Holdings Ordinary Shares (PYPL) 0.2 $3.5M 78k 45.23
Wingstop Ordinary Shares (WING) 0.2 $3.5M 23k 154.97
Alnylam Pharmaceuticals Ordinary Shares (ALNY) 0.1 $3.5M 11k 330.87
Rocket Lab Corp. Ordinary Shares (RKLB) 0.1 $3.4M 53k 64.22
EQT Corporation Ordinary Shares (EQT) 0.1 $3.4M 53k 63.64
Roblox Corporation Ordinary Shares (RBLX) 0.1 $3.4M 59k 56.56
Wabtec Corp Ordinary Shares (WAB) 0.1 $3.3M 13k 249.91
Rocket Companies Ordinary Shares (RKT) 0.1 $3.3M 228k 14.25
Rentokil Initial American Depository Receipts (RTO) 0.1 $3.2M 103k 31.48
Icon Ordinary Shares (ICLR) 0.1 $3.2M 29k 110.66
Workday Ordinary Shares (WDAY) 0.1 $3.2M 24k 129.92
MongoDB Ordinary Shares (MDB) 0.1 $3.2M 13k 244.77
Hubspot Ordinary Shares (HUBS) 0.1 $3.1M 13k 244.10
Emcor Group Ordinary Shares (EME) 0.1 $3.0M 4.1k 738.31
Take-Two Interactive Software Ordinary Shares (TTWO) 0.1 $3.0M 15k 197.50
ResMed Ordinary Shares (RMD) 0.1 $3.0M 13k 224.48
Block Ordinary Shares (XYZ) 0.1 $3.0M 49k 60.18
Live Nation Entertainment Ordinary Shares (LYV) 0.1 $2.9M 19k 152.51
Coupang Ordinary Shares (CPNG) 0.1 $2.8M 151k 18.88
Relx American Depository Receipts (RELX) 0.1 $2.8M 86k 33.15
Crown Castle Ordinary Shares (CCI) 0.1 $2.8M 35k 81.31
Heico Corp Ordinary Shares (HEI) 0.1 $2.7M 9.8k 274.20
GE Healthcare Technologies Ordinary Shares (GEHC) 0.1 $2.7M 37k 71.18
Q2 Holdings Ordinary Shares (QTWO) 0.1 $2.6M 54k 47.30
Performance Food Group Ordinary Shares (PFGC) 0.1 $2.5M 29k 85.66
Alarm.com Holdings Ordinary Shares (ALRM) 0.1 $2.4M 55k 43.19
Hexcel Corporation Ordinary Shares (HXL) 0.1 $2.4M 30k 80.93
Liveramp Holdings Ordinary Shares (RAMP) 0.1 $2.2M 85k 26.52
Cooper Companies Ordinary Shares (COO) 0.1 $2.2M 31k 71.50
Evolv Technologies Holdings Ordinary Shares (EVLV) 0.1 $2.2M 362k 6.05
IPG Photonics Corp Ordinary Shares (IPGP) 0.1 $2.1M 18k 114.59
Leonardo DRS Ordinary Shares (DRS) 0.1 $1.9M 43k 44.52
Herc Holdings Ordinary Shares (HRI) 0.1 $1.9M 19k 99.55
Frontdoor Ordinary Shares (FTDR) 0.1 $1.9M 36k 52.86
Live Oak Bancshares Ordinary Shares (LOB) 0.1 $1.8M 56k 33.07
UFP Technologies Ordinary Shares (UFPT) 0.1 $1.8M 9.1k 193.60
Agree Realty Corp Ordinary Shares (ADC) 0.1 $1.7M 23k 75.38
Verra Mobility Corporation Ordinary Shares (VRRM) 0.1 $1.7M 120k 14.29
Morningstar Ordinary Shares (MORN) 0.1 $1.6M 9.8k 169.05
Ultragenyx Pharmaceuticals Ordinary Shares (RARE) 0.1 $1.6M 78k 20.95
Goosehead Insurance Ordinary Shares (GSHD) 0.1 $1.6M 37k 42.66
Northern Oil And Gas Ordinary Shares (NOG) 0.1 $1.6M 54k 29.23
Eastman Chemical Company Ordinary Shares (EMN) 0.1 $1.5M 20k 76.32
STAG Industrial Ordinary Shares (STAG) 0.1 $1.5M 43k 36.06
Monday.Com Ordinary Shares (MNDY) 0.1 $1.5M 21k 69.11
Ultra Clean Holdings Ordinary Shares (UCTT) 0.1 $1.5M 23k 62.18
Sitime Corporation Ordinary Shares (SITM) 0.1 $1.4M 4.0k 345.35
Kerry Group Ordinary Shares (KRYAF) 0.1 $1.4M 17k 79.06
Ncino Ordinary Shares (NCNO) 0.1 $1.3M 86k 14.98
TowneBank Ordinary Shares (TOWN) 0.0 $946k 28k 33.67
Adma Biologics Ordinary Shares (ADMA) 0.0 $907k 101k 9.01
Fair Isaac Corporation Ordinary Shares (FICO) 0.0 $840k 787.00 1067.54
Cognizant Technology Solutions Corp. Ordinary Shares (CTSH) 0.0 $825k 13k 61.35
Warby Parker Ordinary Shares (WRBY) 0.0 $789k 38k 21.07
Ulta Beauty Ordinary Shares (ULTA) 0.0 $785k 1.5k 522.71
Rollins Ordinary Shares (ROL) 0.0 $767k 14k 53.41
Williams-Sonoma Ordinary Shares (WSM) 0.0 $704k 3.9k 182.33
Casey'S General Stores Ordinary Shares (CASY) 0.0 $681k 935.00 727.86
Zscaler Ordinary Shares (ZS) 0.0 $651k 4.6k 140.29
Samsara Ordinary Shares (IOT) 0.0 $551k 17k 31.69
Biogen Ordinary Shares (BIIB) 0.0 $535k 2.9k 183.33
Reddit Ordinary Shares (RDDT) 0.0 $523k 3.9k 134.65
NVR Ordinary Shares (NVR) 0.0 $521k 79.00 6589.84
Incyte Corporation. Ordinary Shares (INCY) 0.0 $517k 5.5k 94.12
Copart Ordinary Shares (CPRT) 0.0 $514k 16k 33.20
Interactive Brokers Group Ordinary Shares (IBKR) 0.0 $511k 7.6k 67.07
AST SpaceMobile Ordinary Shares (ASTS) 0.0 $481k 5.8k 82.87
Veeva Systems Ordinary Shares (VEEV) 0.0 $477k 2.7k 175.66
Insulet Corporation Ordinary Shares (PODD) 0.0 $472k 2.3k 209.84
Cboe Global Markets Ordinary Shares (CBOE) 0.0 $471k 1.7k 281.07
Mastec Ordinary Shares (MTZ) 0.0 $464k 1.4k 321.74
Zoom Communications Ordinary Shares (ZM) 0.0 $444k 5.5k 80.39
Hasbro Ordinary Shares (HAS) 0.0 $432k 4.6k 93.60
Medpace Holdings Ordinary Shares (MEDP) 0.0 $429k 893.00 480.19
New York Times Company Ordinary Shares (NYT) 0.0 $422k 5.0k 83.73
Pinterest Ordinary Shares (PINS) 0.0 $414k 23k 18.34
Align Technology Ordinary Shares (ALGN) 0.0 $405k 2.4k 171.43
Astera Labs Ordinary Shares (ALAB) 0.0 $402k 3.7k 109.60
Exelixis Ordinary Shares (EXEL) 0.0 $400k 9.3k 42.89
Roku Ordinary Shares (ROKU) 0.0 $390k 4.1k 94.62
Twilio Ordinary Shares (TWLO) 0.0 $386k 3.1k 125.82
Sofi Technologies Ordinary Shares (SOFI) 0.0 $384k 24k 15.88
First Solar Ordinary Shares (FSLR) 0.0 $384k 1.9k 197.26
Markel Group Ordinary Shares (MKL) 0.0 $381k 199.00 1914.07
Illumina Ordinary Shares (ILMN) 0.0 $371k 3.0k 123.26
Gartner Ordinary Shares (IT) 0.0 $367k 2.3k 158.34
Five Below Ordinary Shares (FIVE) 0.0 $356k 1.6k 228.48
Xpo Ordinary Shares (XPO) 0.0 $352k 1.8k 194.55
Wesco International Ordinary Shares (WCC) 0.0 $351k 1.3k 273.62
Veralto Corp. Ordinary Shares (VLTO) 0.0 $349k 4.0k 88.42
Quest Diagnostics Incorporated Ordinary Shares (DGX) 0.0 $344k 1.8k 195.98
Godaddy Ordinary Shares (GDDY) 0.0 $336k 4.1k 82.67
Moderna Ordinary Shares (MRNA) 0.0 $332k 6.5k 50.80
Docusign Ordinary Shares (DOCU) 0.0 $328k 6.9k 47.41
RPM International Ordinary Shares (RPM) 0.0 $320k 3.2k 99.40
Trade Desk Ordinary Shares (TTD) 0.0 $320k 14k 22.69
Figma Ordinary Shares (FIG) 0.0 $317k 15k 21.14
Henry Jack & Associates Ordinary Shares (JKHY) 0.0 $315k 2.0k 158.04
Nutanix Ordinary Shares (NTNX) 0.0 $313k 8.2k 38.01
Maplebear Ordinary Shares (CART) 0.0 $310k 8.3k 37.46
Chewy Ordinary Shares (CHWY) 0.0 $308k 11k 27.00
Textron Ordinary Shares (TXT) 0.0 $301k 3.4k 87.56
Bridgebio Pharma Ordinary Shares (BBIO) 0.0 $300k 4.0k 74.26
Texas Roadhouse Ordinary Shares (TXRH) 0.0 $287k 1.7k 165.14
Costar Group Ordinary Shares (CSGP) 0.0 $286k 7.1k 40.34
Wayfair Ordinary Shares (W) 0.0 $286k 3.8k 75.21
RBC Bearings Ordinary Shares (RBC) 0.0 $284k 523.00 543.12
Invitation Homes Ordinary Shares (INVH) 0.0 $281k 11k 24.85
SS&C Technologies Holdings Ordinary Shares (SSNC) 0.0 $273k 4.0k 67.57
Toro Company Ordinary Shares (TTC) 0.0 $271k 2.9k 93.44
Okta Ordinary Shares (OKTA) 0.0 $254k 3.2k 78.71
CNA Financial Corporation Ordinary Shares (CNA) 0.0 $253k 5.5k 45.92
Neurocrine Biosciences Ordinary Shares (NBIX) 0.0 $244k 1.9k 131.74
Match Group Ordinary Shares (MTCH) 0.0 $241k 7.8k 30.71
Guardant Health Ordinary Shares (GH) 0.0 $240k 2.6k 92.37
Manhattan Associates Ordinary Shares (MANH) 0.0 $236k 1.8k 133.12
Sterling Infrastructure Ordinary Shares (STRL) 0.0 $231k 567.00 407.27
Globus Med Ordinary Shares (GMED) 0.0 $227k 2.6k 86.16
McCormick & Company, Incorporated Ordinary Shares (MKC) 0.0 $224k 4.4k 50.44
Biomarin Pharmaceutical Ordinary Shares (BMRN) 0.0 $223k 4.0k 56.49
Hyatt Hotels Corporation Ordinary Shares (H) 0.0 $222k 1.5k 143.79
Cirrus Logic Ordinary Shares (CRUS) 0.0 $216k 1.5k 144.62
Zillow Group Ordinary Shares (Z) 0.0 $216k 5.2k 41.38
Under Armour Ordinary Shares (UAA) 0.0 $89k 15k 5.91
Iovance Biotherapeutics Ordinary Shares (IOVA) 0.0 $42k 12k 3.51