$1.39 Billion is the total value of Motley Fool Asset Management LLC's 161 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 10.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | Amazon.com Incordinary shares | $70,332,000 | -5.0% | 22,731 | +0.0% | 5.07% | -8.2% |
| New | Medtronic PLCordinary shares | $57,678,000 | – | 366,272 | +100.0% | 4.16% | – | |
| GOOG | Sell | Alphabet Incordinary shares | $49,966,000 | +16.4% | 24,154 | -1.4% | 3.60% | +12.5% |
| WSO | Buy | Watsco Incordinary shares | $48,185,000 | +18.0% | 184,792 | +2.5% | 3.47% | +14.0% |
| AAPL | Buy | Apple Incordinary shares | $46,789,000 | -6.4% | 383,049 | +1.7% | 3.37% | -9.6% |
| AXON | Buy | Axon Enterprise Incordinary shares | $41,844,000 | +19.6% | 293,808 | +2.9% | 3.02% | +15.5% |
| MSFT | Sell | Microsoft Corpordinary shares | $40,227,000 | +3.7% | 170,620 | -2.2% | 2.90% | +0.1% |
| MAR | Buy | Marriott International Incordinary shares | $39,115,000 | +3875.1% | 109,859 | +1372.8% | 2.82% | +3761.6% |
| JLL | Buy | Jones Lang LaSalle Incordinary shares | $34,494,000 | +27.0% | 192,659 | +5.3% | 2.49% | +22.7% |
| EVBG | Buy | Everbridge Incordinary shares | $29,205,000 | -15.9% | 241,006 | +3.5% | 2.10% | -18.7% |
| PYPL | Sell | PayPal Holdings Incordinary shares | $27,924,000 | +3.0% | 114,991 | -0.7% | 2.01% | -0.5% |
| IPGP | IPG Photonics Corpordinary shares | $25,629,000 | -5.7% | 121,500 | 0.0% | 1.85% | -9.0% | |
| SBAC | SBA Communications Corpordinary shares | $22,343,000 | -1.6% | 80,500 | 0.0% | 1.61% | -5.0% | |
| CDLX | Buy | Cardlytics Incordinary shares | $22,276,000 | -20.0% | 203,065 | +4.2% | 1.60% | -22.7% |
| FAST | Fastenal Coordinary shares | $22,199,000 | +3.0% | 441,500 | 0.0% | 1.60% | -0.5% | |
| PAYC | Paycom Software Incordinary shares | $21,982,000 | -18.2% | 59,400 | 0.0% | 1.58% | -21.0% | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltdamerican depository receipts | $21,752,000 | +8.5% | 183,900 | 0.0% | 1.57% | +4.7% | |
| MELI | Sell | Mercadolibre Incordinary shares | $21,180,000 | -48.2% | 14,387 | -41.0% | 1.53% | -49.9% |
| SBUX | Sell | Starbucks Corpordinary shares | $19,780,000 | +2.0% | 181,016 | -0.1% | 1.42% | -1.5% |
| PCTY | Buy | Paylocity Holding Corpordinary shares | $19,045,000 | -4.9% | 105,903 | +8.9% | 1.37% | -8.2% |
| ALRM | Buy | Alarm.com Holdings Incordinary shares | $18,430,000 | -11.7% | 213,356 | +5.8% | 1.33% | -14.7% |
| BAM | Buy | Brookfield Asset Management Incordinary shares | $17,800,000 | +43.8% | 400,000 | +33.3% | 1.28% | +38.9% |
| FB | Sell | Facebook Incordinary shares | $17,627,000 | -0.7% | 59,847 | -7.9% | 1.27% | -4.1% |
| RARE | Buy | Ultragenyx Pharmaceutical Incordinary shares | $17,344,000 | +126.4% | 152,326 | +175.3% | 1.25% | +118.5% |
| WCN | New | Waste Connections Incordinary shares | $16,737,000 | – | 155,000 | +100.0% | 1.21% | – |
| HDB | HDFC Bank Ltdamerican depository receipts | $16,369,000 | +7.5% | 210,700 | 0.0% | 1.18% | +3.9% | |
| SPLK | Sell | Splunk Incordinary shares | $16,258,000 | -22.7% | 120,000 | -3.1% | 1.17% | -25.3% |
| RMD | Sell | Resmed Incordinary shares | $16,007,000 | -27.5% | 82,500 | -20.6% | 1.15% | -30.0% |
| TSLA | Buy | Tesla Incordinary shares | $15,610,000 | +8.2% | 23,370 | +14.3% | 1.12% | +4.6% |
| COO | Cooper Companies Incordinary shares | $15,517,000 | +5.7% | 40,400 | 0.0% | 1.12% | +2.1% | |
| EQIX | Sell | Equinix Incordinary shares | $14,956,000 | -5.1% | 22,007 | -0.3% | 1.08% | -8.3% |
| BABA | Alibaba Group Holding Ltdamerican depository receipts | $13,604,000 | -2.6% | 60,000 | 0.0% | 0.98% | -6.0% | |
| BRKB | Sell | Berkshire Hathaway Incordinary shares | $13,225,000 | +7.7% | 51,766 | -2.3% | 0.95% | +4.0% |
| AMT | Sell | American Tower Corpordinary shares | $12,965,000 | +4.6% | 54,232 | -1.8% | 0.93% | +1.1% |
| HQY | Buy | Healthequity Incordinary shares | $12,957,000 | +5.6% | 190,549 | +8.3% | 0.93% | +2.1% |
| TDOC | Sell | Teladoc Health Incordinary shares | $12,723,000 | -13.3% | 70,000 | -4.6% | 0.92% | -16.2% |
| CMCSA | Comcast Corpordinary shares | $12,716,000 | +3.3% | 235,000 | 0.0% | 0.92% | -0.3% | |
| XPO | XPO Logistics Incordinary shares | $12,330,000 | +3.4% | 100,000 | 0.0% | 0.89% | 0.0% | |
| TYL | Tyler Technologies Incordinary shares | $12,057,000 | -2.7% | 28,400 | 0.0% | 0.87% | -6.1% | |
| COST | Sell | Costco Wholesale Corpordinary shares | $11,416,000 | -8.1% | 32,387 | -1.8% | 0.82% | -11.2% |
| AVLR | Avalara Incordinary shares | $11,208,000 | -19.1% | 84,000 | 0.0% | 0.81% | -21.8% | |
| V | Sell | Visa Incordinary shares | $10,745,000 | -4.4% | 50,750 | -1.3% | 0.77% | -7.7% |
| GNTX | Gentex Corpordinary shares | $10,701,000 | +5.1% | 300,000 | 0.0% | 0.77% | +1.6% | |
| MKL | Markel Corpordinary shares | $10,143,000 | +10.3% | 8,900 | 0.0% | 0.73% | +6.6% | |
| STAG | Buy | STAG Industrial Incordinary shares | $10,053,000 | +13.3% | 299,119 | +5.6% | 0.72% | +9.4% |
| THO | Thor Industries Incordinary shares | $9,769,000 | +44.9% | 72,500 | 0.0% | 0.70% | +40.0% | |
| YUMC | Yum China Holdings Incordinary shares | $9,518,000 | +3.7% | 160,751 | 0.0% | 0.69% | +0.1% | |
| JNJ | New | Johnson & Johnsonordinary shares | $9,441,000 | – | 57,445 | +100.0% | 0.68% | – |
| BRO | Buy | Brown & Brown Incordinary shares | $9,142,000 | +114.2% | 200,000 | +122.2% | 0.66% | +107.2% |
| SIVB | Buy | SVB Financial Groupordinary shares | $8,886,000 | +129.1% | 18,000 | +80.0% | 0.64% | +121.5% |
| HSKA | Buy | Heska Corpordinary shares | $8,684,000 | +36.6% | 51,551 | +18.1% | 0.63% | +32.1% |
| LCII | LCI Industriesordinary shares | $8,653,000 | +2.0% | 65,414 | 0.0% | 0.62% | -1.4% | |
| BR | Broadridge Financial Solutions Incordinary shares | $8,421,000 | -0.1% | 55,000 | 0.0% | 0.61% | -3.5% | |
| WMT | New | Walmart Incordinary shares | $8,408,000 | – | 61,902 | +100.0% | 0.61% | – |
| DDOG | Buy | Datadog Incordinary shares | $8,022,000 | +961.1% | 43,476 | +466.3% | 0.58% | +932.1% |
| PEN | Buy | Penumbra Incordinary shares | $7,796,000 | +82.6% | 28,812 | +18.1% | 0.56% | +76.2% |
| UNH | Sell | UnitedHealth Group Incordinary shares | $7,554,000 | +1.0% | 20,302 | -4.9% | 0.54% | -2.5% |
| CERN | Cerner Corpordinary shares | $7,547,000 | -8.4% | 105,000 | 0.0% | 0.54% | -11.5% | |
| NVDA | Sell | NVIDIA Corpordinary shares | $7,452,000 | -2.3% | 13,956 | -4.5% | 0.54% | -5.6% |
| PRLB | Buy | Proto Labs Incordinary shares | $6,874,000 | -11.9% | 56,462 | +11.0% | 0.50% | -14.9% |
| HD | Sell | Home Depot Incordinary shares | $6,764,000 | +0.2% | 22,160 | -12.8% | 0.49% | -3.4% |
| PTCT | Buy | PTC Therapeutics Incordinary shares | $6,404,000 | -8.4% | 135,253 | +18.1% | 0.46% | -11.7% |
| GSHD | Buy | Goosehead Insurance Incordinary shares | $6,020,000 | +1.4% | 56,164 | +18.0% | 0.43% | -2.0% |
| HHC | Buy | Howard Hughes Corpordinary shares | $5,845,000 | +42.2% | 61,444 | +18.0% | 0.42% | +37.1% |
| INTC | New | Intel Corpordinary shares | $5,786,000 | – | 90,404 | +100.0% | 0.42% | – |
| FOXF | Buy | Fox Factory Holding Corpordinary shares | $5,753,000 | +41.9% | 45,278 | +18.1% | 0.42% | +37.4% |
| LASR | Sell | nLIGHT Incordinary shares | $5,754,000 | -42.3% | 177,590 | -41.9% | 0.42% | -44.2% |
| JBT | Buy | John Bean Technologies Corpordinary shares | $5,705,000 | +38.2% | 42,782 | +18.0% | 0.41% | +33.4% |
| QTWO | Buy | Q2 Holdings Incordinary shares | $5,617,000 | -6.5% | 56,056 | +18.1% | 0.40% | -9.6% |
| GMED | Buy | Globus Medical Incordinary shares | $5,337,000 | +11.6% | 86,534 | +18.0% | 0.38% | +7.8% |
| SMAR | Buy | Smartsheet Incordinary shares | $5,328,000 | +8.9% | 83,349 | +18.1% | 0.38% | +5.2% |
| NFLX | Sell | Netflix Incordinary shares | $5,224,000 | -4.2% | 10,015 | -0.6% | 0.38% | -7.6% |
| NKE | Buy | Nike Incordinary shares | $5,153,000 | -0.9% | 38,778 | +5.5% | 0.37% | -4.4% |
| ADBE | Sell | Adobe Incordinary shares | $4,823,000 | -12.8% | 10,145 | -8.3% | 0.35% | -15.7% |
| MA | Sell | Mastercard Incordinary shares | $4,691,000 | -87.8% | 28,420 | -73.6% | 0.34% | -88.2% |
| NMRK | Buy | Newmark Group Incordinary shares | $4,648,000 | +62.0% | 464,593 | +18.1% | 0.34% | +56.5% |
| TREX | Buy | Trex Company Incordinary shares | $4,416,000 | +29.1% | 48,246 | +18.1% | 0.32% | +24.7% |
| CRM | Sell | Salesforce.Com Incordinary shares | $4,409,000 | -8.4% | 20,810 | -3.8% | 0.32% | -11.4% |
| TSCO | Tractor Supply Coordinary shares | $4,392,000 | +26.0% | 24,800 | 0.0% | 0.32% | +21.5% | |
| AVGO | Buy | Broadcom Incordinary shares | $4,338,000 | +7.0% | 9,355 | +1.0% | 0.31% | +3.6% |
| IRTC | Buy | iRhythm Technologies Incordinary shares | $4,222,000 | -30.9% | 30,404 | +18.1% | 0.30% | -33.3% |
| EGOV | Buy | NIC Incordinary shares | $4,001,000 | +55.1% | 117,913 | +18.1% | 0.29% | +50.0% |
| TMUS | Buy | T-Mobile US Incordinary shares | $3,522,000 | -6.4% | 28,111 | +0.7% | 0.25% | -9.6% |
| NEE | Buy | Nextera Energy Incordinary shares | $3,355,000 | -1.7% | 44,372 | +0.3% | 0.24% | -5.1% |
| UNP | Sell | Union Pacific Corpordinary shares | $3,202,000 | +1.0% | 14,529 | -4.5% | 0.23% | -2.1% |
| SGEN | Buy | Seagen Incordinary shares | $3,164,000 | +289.7% | 41,467 | +793.9% | 0.23% | +273.8% |
| BMY | Sell | Bristol-Myers Squibb Coordinary shares | $3,104,000 | -5.4% | 49,173 | -7.1% | 0.22% | -8.6% |
| AMGN | Sell | Amgen Incordinary shares | $3,087,000 | -0.3% | 12,408 | -7.8% | 0.22% | -3.9% |
| FTDR | Buy | Frontdoor Incordinary shares | $3,028,000 | +26.3% | 56,341 | +18.0% | 0.22% | +21.8% |
| SDGR | Buy | Schrodinger Incordinary shares | $2,813,000 | +1.1% | 43,150 | +22.8% | 0.20% | -2.4% |
| ABNB | New | Airbnb Incordinary shares | $2,777,000 | – | 14,778 | +100.0% | 0.20% | – |
| SQ | Buy | Square Incordinary shares | $2,588,000 | +5.5% | 11,400 | +1.2% | 0.19% | +1.6% |
| UBER | Buy | Uber Technologies Incordinary shares | $2,542,000 | +23.5% | 46,640 | +15.5% | 0.18% | +18.8% |
| MMM | Sell | 3M Coordinary shares | $2,479,000 | +5.3% | 12,866 | -4.5% | 0.18% | +1.7% |
| INTU | Buy | Intuit Incordinary shares | $2,450,000 | +1.9% | 6,396 | +1.0% | 0.18% | -1.1% |
| EDIT | Buy | Editas Medicine Incordinary shares | $2,387,000 | -29.3% | 56,843 | +18.1% | 0.17% | -31.7% |
| ZM | Sell | Zoom Video Communications Incordinary shares | $2,310,000 | -12.2% | 7,191 | -7.8% | 0.17% | -15.3% |
| BKNG | Buy | Booking Holdings Incordinary shares | $2,237,000 | +13.2% | 960 | +8.2% | 0.16% | +9.5% |
| CVS | Sell | CVS Health Corpordinary shares | $2,203,000 | +3.9% | 29,277 | -5.7% | 0.16% | +0.6% |
| NOW | Sell | ServiceNow Incordinary shares | $2,193,000 | -12.4% | 4,386 | -3.6% | 0.16% | -15.5% |
| ISRG | Buy | Intuitive Surgical Incordinary shares | $1,963,000 | -8.6% | 2,656 | +1.2% | 0.14% | -11.9% |
| GILD | Sell | Gilead Sciences Incordinary shares | $1,783,000 | +2.4% | 27,582 | -7.8% | 0.13% | -1.5% |
| LSTR | Sell | Landstar System Incordinary shares | $1,695,000 | -47.7% | 2,847 | -88.2% | 0.12% | -49.6% |
| CME | Sell | CME Group Incordinary shares | $1,695,000 | +10.9% | 8,301 | -1.1% | 0.12% | +7.0% |
| ZTS | Sell | Zoetis Incordinary shares | $1,659,000 | -7.9% | 10,534 | -3.2% | 0.12% | -10.4% |
| ATVI | Buy | Activision Blizzard Incordinary shares | $1,612,000 | +1.1% | 17,328 | +0.9% | 0.12% | -2.5% |
| FDX | Sell | FedEx Corpordinary shares | $1,593,000 | -4.4% | 5,610 | -12.6% | 0.12% | -7.3% |
| BDX | Sell | Becton Dickinson and Coordinary shares | $1,583,000 | -6.5% | 6,509 | -3.8% | 0.11% | -9.5% |
| CCI | Sell | Crown Castle International Corpordinary shares | $1,582,000 | +2.2% | 9,193 | -5.5% | 0.11% | -0.9% |
| HCA | Sell | HCA Healthcare Incordinary shares | $1,472,000 | +12.6% | 7,818 | -1.7% | 0.11% | +8.2% |
| ICE | Buy | Intercontinental Exchange Incordinary shares | $1,459,000 | -1.4% | 13,064 | +1.8% | 0.10% | -4.5% |
| VMW | Sell | VMware Incordinary shares | $1,424,000 | +1.7% | 9,467 | -5.1% | 0.10% | -1.0% |
| SHW | Buy | Sherwin-Williams Coordinary shares | $1,427,000 | +3.0% | 1,933 | +2.5% | 0.10% | 0.0% |
| TWLO | Buy | Twilio Incordinary shares | $1,418,000 | +13.6% | 4,162 | +12.9% | 0.10% | +9.7% |
| WDAY | Sell | Workday Incordinary shares | $1,395,000 | +3.5% | 5,614 | -0.2% | 0.10% | 0.0% |
| ECL | Sell | Ecolab Incordinary shares | $1,389,000 | -3.6% | 6,490 | -2.6% | 0.10% | -7.4% |
| ILMN | Buy | Illumina Incordinary shares | $1,370,000 | +9.8% | 3,568 | +5.8% | 0.10% | +6.5% |
| ADSK | Sell | Autodesk Incordinary shares | $1,363,000 | -12.1% | 4,919 | -3.2% | 0.10% | -15.5% |
| MRNA | New | Moderna Incordinary shares | $1,332,000 | – | 10,170 | +100.0% | 0.10% | – |
| VRTX | Sell | Vertex Pharmaceuticals Incordinary shares | $1,290,000 | -10.4% | 6,004 | -1.5% | 0.09% | -13.1% |
| MCO | Buy | Moody's Corpordinary shares | $1,254,000 | +3.2% | 4,198 | +0.3% | 0.09% | -1.1% |
| TWTR | Buy | Twitter Incordinary shares | $1,250,000 | +24.8% | 19,646 | +6.2% | 0.09% | +20.0% |
| F | Buy | Ford Motor Coordinary shares | $1,175,000 | +43.8% | 95,952 | +3.2% | 0.08% | +39.3% |
| WM | Sell | Waste Management Incordinary shares | $1,173,000 | +2.1% | 9,090 | -6.7% | 0.08% | -1.2% |
| MCK | Buy | Mckesson Corpordinary shares | $1,139,000 | +78.0% | 7,687 | +108.8% | 0.08% | +70.8% |
| MNST | Sell | Monster Beverage Corpordinary shares | $1,062,000 | -4.2% | 11,654 | -2.8% | 0.08% | -7.2% |
| ROKU | Buy | Roku Incordinary shares | $1,065,000 | +3.4% | 3,270 | +5.4% | 0.08% | 0.0% |
| PINS | Sell | Pinterest Incordinary shares | $1,058,000 | +6.5% | 14,286 | -5.2% | 0.08% | +2.7% |
| ALGN | Buy | Align Technology Incordinary shares | $1,010,000 | +3.8% | 1,866 | +2.5% | 0.07% | 0.0% |
| DIS | Sell | Walt Disney Coordinary shares | $1,005,000 | -85.8% | 23,128 | -40.8% | 0.07% | -86.4% |
| IDXX | Buy | IDEXX Laboratories Incordinary shares | $988,000 | +1.3% | 2,020 | +3.6% | 0.07% | -2.7% |
| CRWD | Buy | CrowdStrike Holdings Incordinary shares | $985,000 | -11.1% | 5,399 | +3.2% | 0.07% | -14.5% |
| DOCU | Sell | DocuSign Incordinary shares | $953,000 | -10.3% | 4,708 | -1.5% | 0.07% | -12.7% |
| CTSH | Sell | Cognizant Technology Solutions Corpordinary shares | $944,000 | -6.2% | 12,080 | -1.6% | 0.07% | -9.3% |
| CMG | Sell | Chipotle Mexican Grill Incordinary shares | $939,000 | +2.0% | 661 | -0.5% | 0.07% | -1.4% |
| ROP | Sell | Roper Technologies Incordinary shares | $930,000 | -9.4% | 2,305 | -3.2% | 0.07% | -13.0% |
| MTCH | Buy | Match Group Incordinary shares | $913,000 | -3.4% | 6,644 | +6.3% | 0.07% | -7.0% |
| VEEV | Sell | Veeva Systems Incordinary shares | $911,000 | -4.2% | 3,486 | -0.2% | 0.07% | -7.0% |
| CMI | Buy | Cummins Incordinary shares | $908,000 | +17.5% | 3,506 | +3.0% | 0.06% | +12.1% |
| BIIB | Sell | Biogen Incordinary shares | $906,000 | +1.6% | 3,237 | -11.1% | 0.06% | -3.0% |
| EBAY | Sell | eBay Incordinary shares | $876,000 | +7.6% | 14,307 | -11.7% | 0.06% | +3.3% |
| EA | Sell | Electronic Arts Incordinary shares | $850,000 | -11.2% | 6,277 | -5.8% | 0.06% | -14.1% |
| KMI | Sell | Kinder Morgan Incordinary shares | $842,000 | +14.4% | 50,579 | -6.1% | 0.06% | +10.9% |
| CTAS | Buy | Cintas Corpordinary shares | $845,000 | +2.4% | 2,475 | +6.0% | 0.06% | -1.6% |
| ZG | Buy | Zillow Group Incordinary shares | $827,000 | +12.2% | 6,297 | +16.2% | 0.06% | +9.1% |
| CDNS | Sell | Cadence Design Systems Incordinary shares | $820,000 | -4.4% | 5,986 | -4.8% | 0.06% | -7.8% |
| AFL | Sell | Aflac Incordinary shares | $809,000 | +13.1% | 15,807 | -1.7% | 0.06% | +9.4% |
| SNPS | Sell | Synopsys Incordinary shares | $809,000 | -10.3% | 3,267 | -6.1% | 0.06% | -13.4% |
| TTD | Buy | Trade Desk Incordinary shares | $811,000 | -18.6% | 1,244 | +0.1% | 0.06% | -21.6% |
| DXCM | Buy | Dexcom Incordinary shares | $794,000 | -0.4% | 2,209 | +2.5% | 0.06% | -3.4% |
| CHWY | Sell | Chewy Incordinary shares | $774,000 | -23.3% | 9,142 | -18.6% | 0.06% | -25.3% |
| PANW | Buy | Palo Alto Networks Incordinary shares | $764,000 | -3.7% | 2,372 | +6.3% | 0.06% | -6.8% |
| CSGP | Buy | CoStar Group Incordinary shares | $757,000 | -9.0% | 921 | +2.3% | 0.06% | -11.3% |
| PTON | Buy | Peloton Interactive Incordinary shares | $758,000 | -21.3% | 6,741 | +6.2% | 0.06% | -23.6% |
| TDG | Buy | TransDigm Group Incordinary shares | $756,000 | -0.7% | 1,286 | +4.6% | 0.05% | -5.3% |
| W | Sell | Wayfair Incordinary shares | $745,000 | +15.3% | 2,368 | -17.3% | 0.05% | +12.5% |
| XLNX | Sell | Xilinx Incordinary shares | $717,000 | -13.5% | 5,785 | -1.1% | 0.05% | -16.1% |
| FTNT | New | Fortinet Incordinary shares | $702,000 | – | 3,808 | +100.0% | 0.05% | – |
| GLW | New | Corning Incordinary shares | $711,000 | – | 16,337 | +100.0% | 0.05% | – |
| CPRT | Exit | Copart Incordinary shares | $0 | – | -5,241 | -100.0% | -0.05% | – |
| ANSS | Exit | ANSYS Incordinary shares | $0 | – | -1,883 | -100.0% | -0.05% | – |
| OKTA | Exit | Okta Incordinary shares | $0 | – | -3,182 | -100.0% | -0.06% | – |
| U | Exit | Unity Software Incordinary shares | $0 | – | -6,680 | -100.0% | -0.08% | – |
| MKC | Exit | McCormick & Company Incordinary shares | $0 | – | -54,000 | -100.0% | -0.38% | – |
| CHD | Exit | Church & Dwight Co Incordinary shares | $0 | – | -141,600 | -100.0% | -0.92% | – |
| MDT | Exit | Medtronic PLCordinary shares | $0 | – | -205,272 | -100.0% | -1.79% | – |
| TEAM | Exit | Atlassian Corporation PLCordinary shares | $0 | – | -126,000 | -100.0% | -2.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-11
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 | 2024-02-02 |
| 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 |
| 13F-HR | 2021-11-12 |
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.