Motley Fool Asset Management LLC

CIK 1512814 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions have no disclosed value and are left out of the sum, counted here rather than dropped
$2.3B
every reported holding for this filer and quarter, including ones with no disclosed value
237
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
15
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
21
Quarter-end snapshot, filed up to 45 days later — not current holdings. What a 13F covers ↓
FILING WINDOW OPEN
Q3 2026 filings are due by 2026-11-16 — figures for that quarter will change; missing filers are not zeros.

Changes · Quarter ended 2026-03-31. Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

by shares · How classified ↗
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — never a name matchNEW / ADD / TRIM / EXIT by share count · NO CHANGE = same shares; the value moved with price, so never an ADD or a TRIM · EXIT = absent this quarter (disposed, delisted, confidential, or reported by an affiliate) — the filing does not say which · NO PRIOR = no comparable prior quarter on record (a first filing, or a quarter filed inside an affiliate's report), so not called a new stake · n/c = not classifiable: value undisclosed on one side of the pair, or neither shares nor value can classify it · †v: the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGEderived by Public Filings from the published data; “no value” means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricatedPrev valueCurr valuePrev sharesCurr shares
share class as filed: Ordinary Shares · position key pos:15642 · issuer key iss:1334ADD+$5.1M+90,202$163M$169M876,480966,682
share class as filed: Ordinary Shares · position key pos:17821 · issuer key iss:89ADD+$3.6M+61,371$163M$167M520,905582,276
share class as filed: Ordinary Shares · position key pos:13215 · issuer key iss:144ADD+$903K+41,642$145M$146M534,884576,526
share class as filed: Ordinary Shares · position key pos:11825 · issuer key iss:1225ADD−$18.2M+33,476$130M$112M269,595303,071
share class as filed: Ordinary Shares · position key pos:14175 · issuer key iss:95ADD−$4.2M+33,134$114M$109M492,337525,471
share class as filed: Ordinary Shares · position key pos:11390 · issuer key iss:720ADD+$664K+18,875$76.1M$76.7M115,226134,101
share class as filed: Ordinary Shares · position key pos:12827 · issuer key iss:323ADD−$779K+22,394$72.9M$72.1M210,716233,110
share class as filed: Ordinary Shares · position key pos:18039 · issuer key iss:1025ADD+$22.1M+87,301$40.6M$62.7M125,867213,168
share class as filed: Ordinary Shares · position key pos:14206 · issuer key iss:1193TRIM−$15.4M−13,764$68.7M$53.2M120,299106,535
share class as filed: Ordinary Shares · position key pos:12030 · issuer key iss:525TRIM−$1.4M−9,574$52.3M$50.9M60,65051,076
share class as filed: Ordinary Shares · position key pos:12848 · issuer key iss:1921TRIM−$16.8M−25,037$67.1M$50.2M191,206166,169
share class as filed: Ordinary Shares · position key pos:13490 · issuer key iss:1939TRIM−$866K−48,783$45.0M$44.1M403,796355,013
share class as filed: Ordinary Shares · position key pos:10357 · issuer key iss:1786TRIM−$24.9M−35,918$66.8M$41.9M148,523112,605
share class as filed: Ordinary Shares · position key pos:11205 · issuer key iss:255ADD−$1.6M+767$43.0M$41.4M85,57686,343
share class as filed: Ordinary Shares · position key pos:15433 · issuer key iss:1290TRIM−$5.8M−71,781$44.5M$38.7M474,104402,323
share class as filed: Ordinary Shares · position key pos:11717 · issuer key iss:440TRIM+$3.9M−30,153$28.4M$32.3M186,332156,179
share class as filed: Ordinary Shares · position key pos:10455 · issuer key iss:1091TRIM+$5.0M−3,132$22.8M$27.8M133,447130,315
share class as filed: Ordinary Shares · position key pos:14060 · issuer key iss:47TRIM−$5.7M−19,911$32.5M$26.8M151,673131,762
share class as filed: Ordinary Shares · position key pos:14193 · issuer key iss:1722ADD−$3.1M+8,307$24.7M$21.6M259,961268,268
share class as filed: Ordinary Shares · position key pos:11938 · issuer key iss:834TRIM−$4.7M−4,468$25.7M$21.0M29,23424,766
share class as filed: Ordinary Shares · position key pos:12725 · issuer key iss:1615TRIM−$11.8M−12,358$32.2M$20.4M121,479109,121
share class as filed: Ordinary Shares · position key pos:11633 · issuer key iss:673TRIM+$2.6M−1,938$16.1M$18.8M21,07319,135
share class as filed: Ordinary Shares · position key pos:10554 · issuer key iss:1747TRIM−$2.9M−17,474$21.2M$18.3M104,65287,178
share class as filed: Ordinary Shares · position key pos:18143 · issuer key iss:982NEW+$18.1M+410,372$0$18.1M—410,372
share class as filed: Ordinary Shares · position key pos:17899 · issuer key iss:1745TRIM−$2.0M−17,105$18.5M$16.5M120,139103,034
share class as filed: Ordinary Shares · position key pos:10600 · issuer key iss:821TRIM−$432K−18,768$16.1M$15.7M131,295112,527
share class as filed: Ordinary Shares · position key pos:16805 · issuer key iss:997TRIM−$5.4M−3,330$20.9M$15.5M36,90833,578
share class as filed: Ordinary Shares · position key pos:11671 · issuer key iss:122TRIM−$1.1M−6,688$16.5M$15.4M50,50343,815
share class as filed: Ordinary Shares · position key pos:12735 · issuer key iss:209TRIM−$5.7M−1,059$20.7M$15.0M36,42935,370
share class as filed: Ordinary Shares · position key pos:14039 · issuer key iss:112TRIM−$1.7M−8,002$16.5M$14.8M93,69985,697
share class as filed: Ordinary Shares · position key pos:17095 · issuer key iss:588TRIM−$4.8M−19,903$19.0M$14.2M167,121147,218
share class as filed: Ordinary Shares · position key pos:11577 · issuer key iss:167TRIM−$3.1M−16,397$17.0M$14.0M130,114113,717
share class as filed: Ordinary Shares · position key pos:16804 · issuer key iss:1945TRIM−$1.7M−3,806$15.1M$13.4M86,30082,494
share class as filed: Ordinary Shares · position key pos:15034 · issuer key iss:573TRIM−$3.2M−36,135$16.5M$13.4M249,215213,080
share class as filed: American Depository Receipts · position key pos:17467 · issuer key iss:1751TRIM+$780K−1,782$12.3M$13.1M40,57738,795
share class as filed: Ordinary Shares · position key pos:10854 · issuer key iss:300TRIM−$5.2M−311$18.2M$13.0M3,3903,079
share class as filed: Ordinary Shares · position key pos:16095 · issuer key iss:151ADD−$8.5M+693$21.4M$12.9M31,73832,431
share class as filed: Ordinary Shares · position key pos:17199 · issuer key iss:1948TRIM+$471K−1,420$12.4M$12.9M36,78635,366
share class as filed: Ordinary Shares · position key pos:13683 · issuer key iss:1648ADD−$3.7M+14,673$16.6M$12.9M108,285122,958
share class as filed: Ordinary Shares · position key pos:15311 · issuer key iss:724TRIM+$967K−18,894$11.8M$12.8M294,094275,200
share class as filed: Ordinary Shares · position key pos:12696 · issuer key iss:1845TRIM−$3.4M−20,531$15.9M$12.5M194,471173,940
share class as filed: Ordinary Shares · position key pos:14191 · issuer key iss:1855TRIM−$2.6M−13,571$14.2M$11.6M61,27847,707
share class as filed: Ordinary Shares · position key pos:16411 · issuer key iss:865TRIM−$787K−2,000$11.7M$10.9M24,97122,971
share class as filed: Ordinary Shares · position key pos:15008 · issuer key iss:318TRIM−$966K−39,880$11.7M$10.7M216,468176,588
share class as filed: Ordinary Shares · position key pos:14782 · issuer key iss:1406TRIM−$2.5M−5,060$13.2M$10.7M71,54366,483
share class as filed: Ordinary Shares · position key pos:17169 · issuer key iss:2104TRIM+$907K−902$9.5M$10.4M20,78819,886
share class as filed: Ordinary Shares · position key pos:13832 · issuer key iss:996TRIM−$7.0M−2,407$17.1M$10.2M25,88323,476
share class as filed: Ordinary Shares · position key pos:17290 · issuer key iss:39TRIM−$6.2M−5,399$16.1M$9.9M46,00740,608
share class as filed: Ordinary Shares · position key pos:16012 · issuer key iss:1713ADD+$672K+1,153$8.9M$9.6M105,790106,943
share class as filed: Ordinary Shares · position key pos:14712 · issuer key iss:537TRIM−$2.7M−1,583$12.2M$9.5M26,01824,435
share class as filed: Ordinary Shares · position key pos:11683 · issuer key iss:1491TRIM−$2.9M−6,770$12.4M$9.5M54,53147,761
share class as filed: Ordinary Shares · position key pos:11276 · issuer key iss:1947TRIM−$3.2M−1,622$12.6M$9.4M33,09031,468
share class as filed: Ordinary Shares · position key pos:15889 · issuer key iss:2004TRIM−$224K−8,866$9.6M$9.3M200,307191,441
share class as filed: Ordinary Shares · position key pos:16439 · issuer key iss:520TRIM+$2.3M−11,442$7.0M$9.3M80,02268,580
share class as filed: Ordinary Shares · position key pos:11116 · issuer key iss:2334ADD−$2.1M+314,144$11.4M$9.3M541,370855,514
share class as filed: Ordinary Shares · position key pos:10586 · issuer key iss:1908TRIM−$1.6M−3,301$10.7M$9.1M23,60320,302
share class as filed: Ordinary Shares · position key pos:14821 · issuer key iss:794TRIM−$685K−10,484$9.4M$8.7M178,946168,462
share class as filed: Ordinary Shares · position key pos:15442 · issuer key iss:356TRIM−$489K−4,185$9.2M$8.7M33,53229,347
share class as filed: Ordinary Shares · position key pos:17201 · issuer key iss:1208TRIM−$808K−1,532$9.4M$8.6M11,4919,959
share class as filed: Ordinary Shares · position key pos:14354 · issuer key iss:2031TRIM−$1.2M−1,232$9.8M$8.6M27,81926,587
share class as filed: Ordinary Shares · position key pos:11478 · issuer key iss:1591TRIM−$1.6M−2,661$10.0M$8.5M51,84549,184
share class as filed: Ordinary Shares · position key pos:16507 · issuer key iss:508NEW+$8.4M+30,192$0$8.4M—30,192
share class as filed: Ordinary Shares · position key pos:16528 · issuer key iss:559ADD+$73.5K+9,812$8.2M$8.3M60,46770,279
share class as filed: Ordinary Shares · position key pos:13318 · issuer key iss:1660TRIM−$460K−26,729$8.7M$8.3M453,278426,549
share class as filed: Ordinary Shares · position key pos:12108 · issuer key iss:891TRIM−$1.1M−2,935$9.3M$8.2M101,47598,540
share class as filed: Ordinary Shares · position key pos:17674 · issuer key iss:728TRIM+$932K−2,086$7.2M$8.1M24,87622,790
share class as filed: Ordinary Shares · position key cusip:G22120102 · issuer key cusip6:G22120TRIM−$3.1M−69,410$11.0M$7.9M1,567,4691,498,059
share class as filed: Ordinary Shares · position key pos:10732 · issuer key iss:329TRIM−$1.8M−8,184$9.7M$7.9M184,832176,648
share class as filed: Ordinary Shares · position key pos:14429 · issuer key iss:923TRIM−$73.9K−4,463$7.7M$7.6M37,52633,063
share class as filed: Ordinary Shares · position key pos:13891 · issuer key iss:1313TRIM−$2.5M−15,195$10.0M$7.5M156,860141,665
share class as filed: Ordinary Shares · position key pos:11979 · issuer key iss:57ADD−$319K+1,739$7.7M$7.4M57,07258,811
share class as filed: Ordinary Shares · position key pos:10534 · issuer key iss:1213TRIM−$1.6M−198$9.0M$7.4M4,4764,278
share class as filed: Ordinary Shares · position key pos:13354 · issuer key iss:367TRIM−$3.0M−28,330$10.3M$7.3M129,763101,433
share class as filed: Ordinary Shares · position key pos:17542 · issuer key iss:193ADD+$581K+7,756$6.7M$7.3M22,54530,301
share class as filed: Ordinary Shares · position key pos:11148 · issuer key iss:1805TRIM−$3.0M−15,447$10.3M$7.2M288,699273,252
share class as filed: Ordinary Shares · position key pos:14916 · issuer key iss:1946TRIM−$994K−5,968$8.2M$7.2M37,46531,497
share class as filed: Ordinary Shares · position key pos:13768 · issuer key iss:1651TRIM−$1.4M−4,086$8.4M$7.0M26,05121,965
share class as filed: Ordinary Shares · position key pos:16825 · issuer key iss:987TRIM−$1.6M−8,390$8.6M$7.0M53,03744,647
share class as filed: Ordinary Shares · position key pos:13801 · issuer key iss:1188TRIM−$859K−3,910$7.7M$6.9M24,96621,056
share class as filed: Ordinary Shares · position key pos:13386 · issuer key iss:1257TRIM+$89.2K−1,814$6.6M$6.7M17,30315,489
share class as filed: Ordinary Shares · position key pos:17845 · issuer key iss:455TRIM−$1.3M−2,989$8.0M$6.7M42,61039,621
share class as filed: Ordinary Shares · position key pos:18221 · issuer key iss:1739TRIM−$1.7M−1,042$8.3M$6.6M17,75616,714
share class as filed: Ordinary Shares · position key pos:16716 · issuer key iss:633TRIM−$1.1M−4,431$7.7M$6.6M29,30224,871
share class as filed: Ordinary Shares · position key pos:10330 · issuer key iss:1250TRIM−$1.2M−10,842$7.8M$6.6M101,50090,658
share class as filed: Ordinary Shares · position key pos:10499 · issuer key iss:469TRIM+$21.0K−1,352$6.4M$6.5M32,63831,286
share class as filed: Ordinary Shares · position key pos:11393 · issuer key iss:545TRIM−$416K−1,432$6.6M$6.1M12,85711,425
share class as filed: Ordinary Shares · position key pos:14135 · issuer key iss:1060TRIM+$271K−29,492$5.7M$6.0M208,656179,164
share class as filed: Ordinary Shares · position key pos:10385 · issuer key iss:1433TRIM−$2.0M−7,354$7.6M$5.6M24,55617,202
share class as filed: Ordinary Shares · position key pos:17935 · issuer key iss:599TRIM−$3.5M−3,184$9.1M$5.5M39,99836,814
share class as filed: Ordinary Shares · position key sid:sec:prov:86621fbc3e124677946412054c6ab829 · issuer key cusip6:M2197QTRIM−$2.0M−18,392$7.5M$5.5M415,756397,364
share class as filed: Ordinary Shares · position key pos:11239 · issuer key iss:764TRIM−$641K−10,018$6.1M$5.5M76,96866,950
share class as filed: Ordinary Shares · position key pos:14171 · issuer key iss:1813TRIM−$1.7M−706$7.0M$5.2M5,2324,526
share class as filed: Ordinary Shares · position key pos:14442 · issuer key iss:1667TRIM+$31.9K−2,448$5.2M$5.2M41,84839,400
share class as filed: Ordinary Shares · position key pos:14497 · issuer key iss:197NEW+$5.1M+1,509$0$5.1M—1,509
share class as filed: Ordinary Shares · position key pos:11059 · issuer key iss:322TRIM−$2.7M−3,737$7.8M$5.1M34,96231,225
share class as filed: Ordinary Shares · position key pos:17128 · issuer key iss:385TRIM−$30.9K−2,266$5.1M$5.1M51,53349,267
share class as filed: Ordinary Shares · position key pos:11122 · issuer key iss:1684ADD−$2.1M+693$7.1M$5.0M32,17832,871
share class as filed: Ordinary Shares · position key pos:16135 · issuer key iss:332TRIM−$1.4M−4,432$6.2M$4.8M77,47373,041
share class as filed: Ordinary Shares · position key pos:14885 · issuer key iss:1830TRIM−$1.3M−19,351$5.9M$4.7M120,811101,460
share class as filed: Ordinary Shares · position key pos:17974 · issuer key iss:488ADD+$4.1M+2,792$516K$4.6M5533,345

Ticker: no position here maps to a reviewed ticker. Flags: no row carries a flag.

1–20 of the 100 changes on this page

1–100 of 258 changes
Holdings without a security ID are counted, not compared. Method ↗

Reported positions — 2026-03-31

237 positions
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.
Positions Motley Fool Asset Management LLC reported for the quarter ended 2026-03-31, as that filer reported them
a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
NVIDIA Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$169M966,6827.2%
Alphabet Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$167M582,2767.2%
Apple Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$146M576,5266.3%
Microsoft Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$112M303,0714.8%
Amazon.com, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$109M525,4714.7%
Meta Platforms Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$76.7M134,1013.3%
Broadcom Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$72.1M233,1103.1%
JPMorgan Chase & Co. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$62.7M213,1682.7%
MasterCard Incorporated · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$53.2M106,5352.3%
Costco Wholesale Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$50.9M51,0762.2%
Visa Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$50.2M166,1692.2%
Walmart Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$44.1M355,0131.9%
Tesla Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$41.9M112,6051.8%
Berkshire Hathaway Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$41.4M86,3431.8%
Netflix, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$38.7M402,3231.7%
Chevron Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$32.3M156,1791.4%
Lam Research Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$27.8M130,3151.2%
Advanced Micro Devices Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$26.8M131,7621.2%
StoneX Group Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$21.6M268,2680.9%
Goldman Sachs Group, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$21.0M24,7660.9%
Salesforce Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$20.4M109,1210.9%
Equinix, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$18.8M19,1350.8%
T-Mobile US Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$18.3M87,1780.8%
Intel Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$18.1M410,3720.8%
The TJX Companies Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$16.5M103,0340.7%
Gilead Sciences Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$15.7M112,5270.7%
Intuitive Surgical Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$15.5M33,5780.7%
Amgen Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$15.4M43,8150.7%
Axon Enterprise Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$15.0M35,3700.6%
American Tower Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$14.8M85,6970.6%
Walt Disney Company · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$14.2M147,2180.6%
Arista Networks Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$14.0M113,7170.6%
Waste Connections Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$13.4M82,4940.6%
DexCom Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$13.4M213,0800.6%
Taiwan Semiconductor Manufacturing Co., Ltd. · American Depository Receipts CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$13.1M38,7950.6%
Booking Holdings Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$13.0M3,0790.6%
Applovin Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$12.9M32,4310.6%
Watsco Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$12.9M35,3660.6%
Servicenow Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$12.9M122,9580.6%
Fastenal Co. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$12.8M275,2000.5%
Uber Technologies Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$12.5M173,9400.5%
Union Pacific Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$11.6M47,7070.5%
HCA Healthcare Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$10.9M22,9710.5%
Bristol-Myers Squibb Company · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$10.7M176,5880.5%
Palo Alto Networks Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$10.7M66,4830.5%
Fabrinet · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$10.4M19,8860.4%
Intuit Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$10.2M23,4760.4%
Adobe Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.9M40,6080.4%
Starbucks Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.6M106,9430.4%
Crowdstrike Holdings Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.5M24,4350.4%
The Progressive Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.5M47,7610.4%
Waters Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.4M31,4680.4%
Yum China Holdings Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.3M191,4410.4%
Corning Incorporated · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.3M68,5800.4%
Alphatec Holdings Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.3M855,5140.4%
Vertex Pharmaceuticals Incorporated · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$9.1M20,3020.4%
GXO Logistics Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.7M168,4620.4%
CME Group Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.7M29,3470.4%
Mckesson Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.6M9,9590.4%
Aon PLC · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.6M26,5870.4%
SBA Communications Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.5M49,1840.4%
Constellation Energy Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.4M30,1920.4%
Datadog Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.3M70,2790.4%
QXO Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.3M426,5490.4%
Healthequity Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.2M98,5400.4%
FedEx Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$8.1M22,7900.3%
Close Brothers Group PLC · Ordinary Shares CUSIP G22120102
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.9M1,498,0590.3%
Brookfield Asset Management Ltd · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.9M176,6480.3%
Howmet Aerospace Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.6M33,0630.3%
Nike, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.5M141,6650.3%
Airbnb Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.4M58,8110.3%
Mercadolibre Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.4M4,2780.3%
CVS Health Corp · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.3M101,4330.3%
Autodesk Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.3M30,3010.3%
Toast Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.2M273,2520.3%
Waste Management, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.2M31,4970.3%
The Sherwin-Williams Company · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.0M21,9650.3%
Intercontinental Exchange Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$7.0M44,6470.3%
Marriott International, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.9M21,0560.3%
Motorola Solutions Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.7M15,4890.3%
Cintas Corporation · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.7M39,6210.3%
Synopsys Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.6M16,7140.3%
Ecolab Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.6M24,8710.3%
Monster Beverage Corp · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.6M90,6580.3%
Cloudflare Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.5M31,2860.3%
Cummins Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.1M11,4250.3%
Kinder Morgan, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$6.0M179,1640.3%
Penumbra Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.6M17,2020.2%
DoorDash Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.5M36,8140.2%
Cellebrite Di Ltd · Ordinary Shares CUSIP M2197Q107
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.5M397,3640.2%
Fortinet Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.5M66,9500.2%
Transdigm Group Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.2M4,5260.2%
Siteone Landscape Supply Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.2M39,4000.2%
Autozone, Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.1M1,5090.2%
Broadridge Financial Solutions Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.1M31,2250.2%
Canadian National Railway Company · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.1M49,2670.2%
Snowflake Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$5.0M32,8710.2%
Brown & Brown Inc · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$4.8M73,0410.2%
Truist Financial Corp. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$4.7M101,4600.2%
Comfort Systems USA Inc. · Ordinary Shares CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-12 +42d
$4.6M3,3450.2%

1–20 of the 100 positions on this page

Ticker: no reported row here maps to a reviewed ticker.

1–100 of 237 positions · page 1 of 3
One line per issuer, largest first — open a line for its reported rows. Grouping ↗

Book shape

Tick = median of the 8,748 tracked filers with a 2026-03-31 book (the index median: the 8,662 with a complete book). Concentration uses reported 13F long value, not total assets; the index is withheld when any position lacks a value.
share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets
62.6%below median 80.0%
integer Herfindahl–Hirschman index in basis points over disclosed position values
267 bpsbelow median 446 bps
holdings with no disclosed value (undisclosed, or unreadable on the filing) — kept and counted, never shown as zero
237 / 237median book 97.5 positions

258 quarter-over-quarter rows

Filing history

Available filing periods
PeriodSource
2026-03-31EDGAR ↗
Complete source filings on SEC EDGAR

The filing on EDGAR is the record, including any filed after this build.

Open Motley Fool Asset Management LLC's 13F filings on SEC EDGAR ↗
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.