EdgeMarket › What Motley Fool Asset Management Llc reported owning
What Motley Fool Asset Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
237Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 168.6M | 7.2% | 966.7K | 214.72 | +22.4% |
| GOOG Alphabet Inc. | 167.0M | 7.2% | 582.3K | 341.75 | +70.7% |
| AAPL Apple Inc. | 146.3M | 6.3% | 576.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 112.2M | 4.8% | 303.1K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 109.4M | 4.7% | 525.5K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 76.7M | 3.3% | 134.1K | 549.90 | -26.5% |
| AVGO Broadcom Inc. | 72.1M | 3.1% | 233.1K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 62.7M | 2.7% | 213.2K | 351.58 | +20.3% |
| MA Mastercard Inc | 53.2M | 2.3% | 106.5K | 580.63 | -2.0% |
| COST COSTCO WHOLESALE CORP /NEW | 50.9M | 2.2% | 51.1K | 947.74 | -4.7% |
| V VISA INC. | 50.2M | 2.2% | 166.2K | 371.04 | +7.9% |
| WMT Walmart Inc. | 44.1M | 1.9% | 355.0K | 103.70 | +1.1% |
| TSLA Tesla, Inc. | 41.9M | 1.8% | 112.6K | 362.86 | +12.0% |
| unmapped CUSIP 084670702 | 41.4M | 1.8% | 86.3K | — | — |
| NFLX NETFLIX INC | 38.7M | 1.7% | 402.3K | 79.59 | -34.4% |
| CVX CHEVRON CORP | 32.3M | 1.4% | 156.2K | 205.27 | +34.0% |
| LRCX LAM RESEARCH CORP | 27.8M | 1.2% | 130.3K | 314.00 | +216.7% |
| AMD ADVANCED MICRO DEVICES INC | 26.8M | 1.2% | 131.8K | 473.25 | +186.5% |
| SNEX StoneX Group Inc. | 21.6M | 0.9% | 268.3K | 68.47 | +60.8% |
| GS GOLDMAN SACHS GROUP INC | 21.0M | 0.9% | 24.8K | 1,039.28 | +44.2% |
| CRM Salesforce, Inc. | 20.4M | 0.9% | 109.1K | 209.17 | -15.1% |
| EQIX EQUINIX INC | 18.8M | 0.8% | 19.1K | 1,065.39 | +37.2% |
| TMUS T-Mobile US, Inc. | 18.3M | 0.8% | 87.2K | 183.04 | -29.3% |
| INTC INTEL CORP | 18.1M | 0.8% | 410.4K | 90.07 | +282.6% |
| TJX TJX COMPANIES INC /DE/ | 16.5M | 0.7% | 103.0K | 140.53 | +1.6% |
| GILD GILEAD SCIENCES, INC. | 15.7M | 0.7% | 112.5K | 146.12 | +23.1% |
| ISRG INTUITIVE SURGICAL INC | 15.5M | 0.7% | 33.6K | 378.81 | -21.2% |
| AMGN AMGEN INC | 15.4M | 0.7% | 43.8K | 439.33 | +48.2% |
| AXON AXON ENTERPRISE, INC. | 15.0M | 0.6% | 35.4K | 627.75 | -17.5% |
| AMT AMERICAN TOWER CORP /MA/ | 14.8M | 0.6% | 85.7K | 175.80 | -16.1% |
| DIS Walt Disney Co | 14.2M | 0.6% | 147.2K | 107.78 | -7.9% |
| ANET Arista Networks, Inc. | 14.0M | 0.6% | 113.7K | 188.65 | +43.5% |
| WCN Waste Connections, Inc. | 13.4M | 0.6% | 82.5K | 169.40 | -8.8% |
| DXCM DEXCOM INC | 13.4M | 0.6% | 213.1K | 92.34 | +13.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 13.1M | 0.6% | 38.8K | 418.95 | +83.3% |
| BKNG Booking Holdings Inc. | 13.0M | 0.6% | 3.1K | 209.62 | -7.1% |
| APP AppLovin Corp | 12.9M | 0.6% | 32.4K | 305.77 | -25.9% |
| WSO WATSCO INC | 12.9M | 0.6% | 35.4K | 311.94 | -25.5% |
| NOW ServiceNow, Inc. | 12.9M | 0.6% | 123.0K | 128.48 | -27.8% |
| FAST FASTENAL CO | 12.8M | 0.5% | 275.2K | 51.26 | +3.5% |
| UBER Uber Technologies, Inc | 12.5M | 0.5% | 173.9K | 78.80 | -15.9% |
| UNP UNION PACIFIC CORP | 11.6M | 0.5% | 47.7K | 308.05 | +36.5% |
| HCA HCA Healthcare, Inc. | 10.9M | 0.5% | 23.0K | 429.19 | +4.6% |
| BMY BRISTOL MYERS SQUIBB CO | 10.7M | 0.5% | 176.6K | 67.01 | +38.9% |
| PANW Palo Alto Networks Inc | 10.7M | 0.5% | 66.5K | 357.87 | +94.0% |
| FN Fabrinet | 10.4M | 0.4% | 19.9K | 436.67 | +55.8% |
| INTU INTUIT INC. | 10.2M | 0.4% | 23.5K | 367.00 | -47.5% |
| ADBE ADOBE INC. | 9.9M | 0.4% | 40.6K | 275.30 | -22.1% |
| SBUX STARBUCKS CORP | 9.6M | 0.4% | 106.9K | 107.08 | +19.6% |
| CRWD CrowdStrike Holdings, Inc. | 9.5M | 0.4% | 24.4K | 191.95 | +83.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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