$1.34 Billion is the total value of Motley Fool Asset Management LLC's 158 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EGOV | New | NIC Incordinary shares | $2,580,000 | – | 99,883 | +100.0% | 0.19% | – |
| FTDR | New | Frontdoor Incordinary shares | $2,397,000 | – | 47,731 | +100.0% | 0.18% | – |
| U | New | Unity Software Incordinary shares | $1,025,000 | – | 6,680 | +100.0% | 0.08% | – |
| CHWY | New | Chewy Incordinary shares | $1,009,000 | – | 11,228 | +100.0% | 0.08% | – |
| TTD | New | Trade Desk Incordinary shares | $996,000 | – | 1,243 | +100.0% | 0.07% | – |
| SGEN | New | Seagen Incordinary shares | $812,000 | – | 4,639 | +100.0% | 0.06% | – |
| ZG | New | Zillow Group Incordinary shares | $737,000 | – | 5,419 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 6.5% |
| HDFC BANK LTD ADR | 42 | Q3 2023 | 3.6% |
| COSTCO WHSL CORP | 42 | Q3 2023 | 2.5% |
| THOR INDUSTRIES INC | 42 | Q3 2023 | 3.7% |
| TRACTOR SUPPLY COMPANY | 42 | Q3 2023 | 1.7% |
| MARKEL GROUP INC | 41 | Q3 2023 | 4.4% |
| AMERICAN TOWER CORP | 41 | Q3 2023 | 2.0% |
| XPO LOGISTICS INC | 40 | Q1 2023 | 5.7% |
| COOPER COS INC | 40 | Q3 2023 | 1.8% |
| AMAZON COM INC | 37 | Q3 2023 | 6.3% |
View Motley Fool Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-10 |
View Motley Fool Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.