Motley Fool Asset Management LLC — 13F Holdings & Portfolio

CIK 1512814 · latest 13F-HR filed 2026-05-12

Motley Fool Asset Management LLC manages $2.33B in 13F-reported U.S. long-equity assets across 237 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.25%), GOOG (7.18%), AAPL (6.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 15 new positions, exited 21, added to 49, and trimmed 139.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$2.33B

Long-equity book

Holdings

237

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+15 / −21 / ↑49 / ↓139

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JPMorgan Chase & Co.$22.1M +54.6%
  • Lam Research Corporation$5.0M +21.9%
  • Comfort Systems USA Inc.$4.1M +793.7%
  • Chevron Corp.$3.9M +13.8%
  • Coherent Corp$3.7M +794.6%
Show all 49

Top Trims

  • Tesla Inc-$24.9M -37.3%
  • Microsoft Corp.-$18.2M -14.0%
  • Visa Inc-$16.8M -25.1%
  • MasterCard Incorporated-$15.4M -22.5%
  • Salesforce Inc.-$11.8M -36.7%
Show all 139

New Positions

  • Intel Corporation$18.1M
  • Constellation Energy Corp.$8.4M
  • Autozone, Inc.$5.1M
  • Relx PLC$2.8M
  • Crown Castle Inc.$2.8M
Show all 15

Exited Positions

  • 3M Company$7.9M
  • Carvana Co$5.6M
  • Digital Realty Trust Inc.$5.0M
  • Ford Motor Company$4.9M
  • Atlassian Corporation$3.9M
Show all 21
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp. NVDA 67066G104 $168.6M 7.25% 966,682 SH
2 Alphabet Inc. GOOG 02079K107 $167.0M 7.18% 582,276 SH
3 Apple Inc. AAPL 037833100 $146.3M 6.29% 576,526 SH
4 Microsoft Corp. MSFT 594918104 $112.2M 4.82% 303,071 SH
5 Amazon.com, Inc. AMZN 023135106 $109.4M 4.71% 525,471 SH
6 Meta Platforms Inc META 30303M102 $76.7M 3.30% 134,101 SH
7 Broadcom Inc AVGO 11135F101 $72.1M 3.10% 233,110 SH
8 JPMorgan Chase & Co. JPM 46625H100 $62.7M 2.70% 213,168 SH
9 MasterCard Incorporated MA 57636Q104 $53.2M 2.29% 106,535 SH
10 Costco Wholesale Corporation COST 22160K105 $50.9M 2.19% 51,076 SH
11 Visa Inc V 92826C839 $50.2M 2.16% 166,169 SH
12 Walmart Inc WMT 931142103 $44.1M 1.90% 355,013 SH
13 Tesla Inc TSLA 88160R101 $41.9M 1.80% 112,605 SH
14 Berkshire Hathaway Inc. BRK.B 084670702 $41.4M 1.78% 86,343 SH
15 Netflix, Inc. NFLX 64110L106 $38.7M 1.66% 402,323 SH
16 Chevron Corp. CVX 166764100 $32.3M 1.39% 156,179 SH
17 Lam Research Corporation LRCX 512807306 $27.8M 1.20% 130,315 SH
18 Advanced Micro Devices Inc. AMD 007903107 $26.8M 1.15% 131,762 SH
19 StoneX Group Inc SNEX 861896108 $21.6M 0.93% 268,268 SH
20 Goldman Sachs Group, Inc. GS 38141G104 $21.0M 0.90% 24,766 SH
21 Salesforce Inc. CRM 79466L302 $20.4M 0.88% 109,121 SH
22 Equinix, Inc. EQIX 29444U700 $18.8M 0.81% 19,135 SH
23 T-Mobile US Inc TMUS 872590104 $18.3M 0.79% 87,178 SH
24 Intel Corporation INTC 458140100 $18.1M 0.78% 410,372 SH
25 The TJX Companies Inc. TJX 872540109 $16.5M 0.71% 103,034 SH
26 Gilead Sciences Inc. GILD 375558103 $15.7M 0.67% 112,527 SH
27 Intuitive Surgical Inc. ISRG 46120E602 $15.5M 0.67% 33,578 SH
28 Amgen Inc. AMGN 031162100 $15.4M 0.66% 43,815 SH
29 Axon Enterprise Inc AXON 05464C101 $15.0M 0.65% 35,370 SH
30 American Tower Corporation AMT 03027X100 $14.8M 0.64% 85,697 SH
31 Walt Disney Company DIS 254687106 $14.2M 0.61% 147,218 SH
32 Arista Networks Inc ANET 040413205 $14.0M 0.60% 113,717 SH
33 Waste Connections Inc. WCN 94106B101 $13.4M 0.58% 82,494 SH
34 DexCom Inc DXCM 252131107 $13.4M 0.58% 213,080 SH
35 Taiwan Semiconductor Manufacturing Co., Ltd. TSM 874039100 $13.1M 0.56% 38,795 SH
36 Booking Holdings Inc BKNG 09857L108 $13.0M 0.56% 3,079 SH
37 Applovin Corp. APP 03831W108 $12.9M 0.55% 32,431 SH
38 Watsco Inc WSO 942622200 $12.9M 0.55% 35,366 SH
39 Servicenow Inc NOW 81762P102 $12.9M 0.55% 122,958 SH
40 Fastenal Co. FAST 311900104 $12.8M 0.55% 275,200 SH
41 Uber Technologies Inc UBER 90353T100 $12.5M 0.54% 173,940 SH
42 Union Pacific Corporation UNP 907818108 $11.6M 0.50% 47,707 SH
43 HCA Healthcare Inc HCA 40412C101 $10.9M 0.47% 22,971 SH
44 Bristol-Myers Squibb Company BMY 110122108 $10.7M 0.46% 176,588 SH
45 Palo Alto Networks Inc PANW 697435105 $10.7M 0.46% 66,483 SH
46 Fabrinet FN G3323L100 $10.4M 0.45% 19,886 SH
47 Intuit Inc INTU 461202103 $10.2M 0.44% 23,476 SH
48 Adobe Inc ADBE 00724F101 $9.9M 0.42% 40,608 SH
49 Starbucks Corp. SBUX 855244109 $9.6M 0.41% 106,943 SH
50 Crowdstrike Holdings Inc CRWD 22788C105 $9.5M 0.41% 24,435 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $2.33B 237 0001104659-26-059230
2025-12-31 2026-02-11 $2.57B 243 0001104659-26-013232
2025-09-30 2025-11-14 $2.42B 238 0001104659-25-112150