Motley Fool Asset Management LLC holds a focused book of 249 reported positions worth $2.6B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Monolithic Power Systems Inc and trimmed Broadcom Inc. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2013 would be +373% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 46.5 points over this window.
Growth of $10,000 cloning Motley Fool Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Motley Fool Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| CIBC Capital Markets (Europe) S.A. | 10 / 80 | $744.6M |
| Prospect Hill Management, LLC | 9 / 80 | $239.1M |
| BlueSpruce Investments, LP | 10 / 80 | $583.8M |
| Conway Capital Management, Inc. | 19 / 80 | $196.7M |
| H&H International Investment, LLC | 8 / 80 | $16.3B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $385.5M |
| Bender Robert & Associates | 21 / 80 | $385.6M |
| Ketron Financial | 19 / 80 | $255.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Motley Fool Asset Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp. Ordinary Shares | $218.3M | 1.09M | 8.4% | ▲+13% Added · +124K sh | |
| 2 | Alphabet Inc. Ordinary Shares | $210.0M | 594.2K | 8.1% | ▲+2.0% Added · +12K sh | |
| 3 | Apple Inc. Ordinary Shares | $197.3M | 681.9K | 7.6% | ▲+18% Added · +105K sh | |
| 4 | Amazon.com, Inc. Ordinary Shares | $133.4M | 559.6K | 5.1% | ▲+6.5% Added · +34K sh | |
| 5 | Microsoft Corp. Ordinary Shares | $122.0M | 327.0K | 4.7% | ▲+7.9% Added · +24K sh | |
| 6 | Broadcom Inc Ordinary Shares | $77.3M | 204.7K | 3.0% | ▼−12% Reduced · −28K sh | |
| 7 | Berkshire Hathaway Inc. Ordinary Shares | $76.9M | 153.7K | 3.0% | ▲+78% Added · +67K sh | |
| 8 | Walmart Inc Ordinary Shares | $69.3M | 612.0K | 2.7% | ▲+72% Added · +257K sh | |
| 9 | Advanced Micro Devices Inc. Ordinary Shares | $67.4M | 116.0K | 2.6% | ▼−12% Reduced · −16K sh | |
| 10 | JPMorgan Chase & Co. Ordinary Shares | $61.6M | 188.2K | 2.4% | ▼−12% Reduced · −25K sh | |
| 11 | Intel Corporation Ordinary Shares | $51.8M | 371.2K | 2.0% | ▼−9.6% Reduced · −39K sh | |
| 12 | Meta Platforms Inc Ordinary Shares | $49.4M | 87.7K | 1.9% | ▼−35% Reduced · −46K sh | |
| 13 | Visa Inc Ordinary Shares | $48.8M | 142.3K | 1.9% | ▼−14% Reduced · −24K sh | |
| 14 | MasterCard Incorporated Ordinary Shares | $48.8M | 95.0K | 1.9% | ▼−11% Reduced · −12K sh | |
| 15 | Tesla Inc Ordinary Shares | $46.2M | 109.9K | 1.8% | ▼−2.4% Reduced · −3K sh | |
| 16 | Costco Wholesale Corporation Ordinary Shares | $45.6M | 48.7K | 1.8% | ▼−4.6% Reduced · −2K sh | |
| 17 | Lam Research Corporation Ordinary Shares | $40.6M | 93.7K | 1.6% | ▼−28% Reduced · −37K sh | |
| 18 | Netflix, Inc. Ordinary Shares | $27.7M | 387.6K | 1.1% | ▼−3.6% Reduced · −15K sh | |
| 19 | Chevron Corp. Ordinary Shares | $24.8M | 149.3K | 1.0% | ▼−4.4% Reduced · −7K sh | |
| 20 | StoneX Group Inc Ordinary Shares | $23.8M | 200.9K | 0.9% | ▼−25% Reduced · −67K sh | |
| 21 | Goldman Sachs Group, Inc. Ordinary Shares | $23.2M | 23.0K | 0.9% | ▼−7.3% Reduced · −2K sh | |
| 22 | Axon Enterprise Inc Ordinary Shares | $19.2M | 34.2K | 0.7% | ▼−3.3% Reduced · −1K sh | |
| 23 | Equinix, Inc. Ordinary Shares | $19.2M | 18.4K | 0.7% | ▼−3.9% Reduced · −751 sh | |
| 24 | Taiwan Semiconductor Manufacturing Co., Ltd. American Depository Receipts | $17.8M | 37.2K | 0.7% | ▼−4.2% Reduced · −2K sh | |
| 25 | Palo Alto Networks Inc Ordinary Shares | $17.2M | 50.5K | 0.7% | ▼−24% Reduced · −16K sh | |
| 26 | The TJX Companies Inc. Ordinary Shares | $15.9M | 105.1K | 0.6% | ▲+2.0% Added · +2K sh | |
| 27 | Arista Networks Inc Ordinary Shares | $15.5M | 91.4K | 0.6% | ▼−20% Reduced · −22K sh | |
| 28 | Crowdstrike Holdings Inc Ordinary Shares | $14.7M | 19.2K | 0.6% | ▼−21% Reduced · −5K sh | |
| 29 | Salesforce Inc. Ordinary Shares | $14.4M | 91.7K | 0.6% | ▼−16% Reduced · −17K sh | |
| 30 | T-Mobile US Inc Ordinary Shares | $14.1M | 84.1K | 0.5% | ▼−3.6% Reduced · −3K sh | |
| 31 | Watsco Inc Ordinary Shares | $14.1M | 33.8K | 0.5% | ▼−4.4% Reduced · −2K sh | |
| 32 | DexCom Inc Ordinary Shares | $13.8M | 205.6K | 0.5% | ▼−3.5% Reduced · −7K sh | |
| 33 | Amgen Inc. Ordinary Shares | $13.7M | 37.8K | 0.5% | ▼−14% Reduced · −6K sh | |
| 34 | Gilead Sciences Inc. Ordinary Shares | $13.6M | 107.5K | 0.5% | ▼−4.4% Reduced · −5K sh | |
| 35 | American Tower Corporation Ordinary Shares | $13.5M | 82.7K | 0.5% | ▼−3.5% Reduced · −3K sh | |
| 36 | Waste Connections Inc. Ordinary Shares | $13.2M | 79.0K | 0.5% | ▼−4.2% Reduced · −3K sh | |
| 37 | Walt Disney Company Ordinary Shares | $12.9M | 134.4K | 0.5% | ▼−8.7% Reduced · −13K sh | |
| 38 | Corning Incorporated Ordinary Shares | $12.8M | 50.0K | 0.5% | ▼−27% Reduced · −19K sh | |
| 39 | Fastenal Co. Ordinary Shares | $12.7M | 263.8K | 0.5% | ▼−4.1% Reduced · −11K sh | |
| 40 | Applovin Corp. Ordinary Shares | $12.5M | 24.3K | 0.5% | ▼−25% Reduced · −8K sh | |
| 41 | Datadog Inc Ordinary Shares | $12.5M | 47.9K | 0.5% | ▼−32% Reduced · −22K sh | |
| 42 | Uber Technologies Inc Ordinary Shares | $12.2M | 168.9K | 0.5% | ▼−2.9% Reduced · −5K sh | |
| 43 | Intuitive Surgical Inc. Ordinary Shares | $11.7M | 29.4K | 0.5% | ▼−12% Reduced · −4K sh | |
| 44 | Waters Corporation Ordinary Shares | $11.3M | 30.2K | 0.4% | ▼−4.0% Reduced · −1K sh | |
| 45 | Booking Holdings Inc Ordinary Shares | $11.2M | 63.0K | 0.4% | ▲20× Added · +60K sh | |
| 46 | Union Pacific Corporation Ordinary Shares | $11.0M | 40.6K | 0.4% | ▼−15% Reduced · −7K sh | |
| 47 | Servicenow Inc Ordinary Shares | $11.0M | 110.9K | 0.4% | ▼−9.8% Reduced · −12K sh | |
| 48 | Fabrinet Ordinary Shares | $10.7M | 19.1K | 0.4% | ▼−4.1% Reduced · −820 sh | |
| 49 | Bristol-Myers Squibb Company Ordinary Shares | $10.1M | 175.5K | 0.4% | ▼−0.6% Reduced · −1K sh | |
| 50 | CVS Health Corp Ordinary Shares | $9.7M | 93.5K | 0.4% | ▼−7.8% Reduced · −8K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512814/holdings"
Use Arkolith to show Motley Fool Asset Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 249 | $2.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 237 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 243 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 238 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 32d | 230 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 223 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 226 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 209 | $1.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 39d | 206 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 46d | 220 | $1.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 2, 2024 | 33d | 219 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 220 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 40d | 210 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 40d | 112 | $903.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 40d | 209 | $887.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 212 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 42d | 215 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 4, 2022 | 34d | 221 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 41d | 339 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 160 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 163 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 41d | 161 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 158 | $1.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.