Motley Fool Asset Management LLC holds a focused book of 237 stocks worth $2.3B as of Q1 2026 (disclosed May 12, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Mastercard Inc - A. Their largest long position is Nvidia Corp at 7% of the equity book. Cloning the disclosed picks since 2013 would be +313% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 24.2 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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Motley Fool Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 79 / 80 | $2.9T |
| BlackRock, Inc. | 79 / 80 | $2.3T |
| VANGUARD CAPITAL MANAGEMENT LLC | 79 / 80 | $1.8T |
| STATE STREET CORP | 79 / 80 | $1.2T |
| FMR LLC | 79 / 80 | $755.5B |
| MORGAN STANLEY | 79 / 80 | $503.8B |
| JPMORGAN CHASE & CO | 79 / 80 | $494.0B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 79 / 80 | $395.8B |
Ranked by how many of Motley Fool Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp. Ordinary Shares | $168.6M | 966.7K | 7.2% | ▲+10% Added · +90K sh | |
| 2 | Alphabet Inc. Ordinary Shares | $167.0M | 582.3K | 7.2% | ▲+12% Added · +61K sh | |
| 3 | Apple Inc. Ordinary Shares | $146.3M | 576.5K | 6.3% | ▲+7.8% Added · +42K sh | |
| 4 | Microsoft Corp. Ordinary Shares | $112.2M | 303.1K | 4.8% | ▲+12% Added · +33K sh | |
| 5 | Amazon.com, Inc. Ordinary Shares | $109.4M | 525.5K | 4.7% | ▲+6.7% Added · +33K sh | |
| 6 | Meta Platforms Inc Ordinary Shares | $76.7M | 134.1K | 3.3% | ▲+16% Added · +19K sh | |
| 7 | Broadcom Inc Ordinary Shares | $72.1M | 233.1K | 3.1% | ▲+11% Added · +22K sh | |
| 8 | JPMorgan Chase & Co. Ordinary Shares | $62.7M | 213.2K | 2.7% | ▲+69% Added · +87K sh | |
| 9 | MasterCard Incorporated Ordinary Shares | $53.2M | 106.5K | 2.3% | ▼−11% Reduced · −14K sh | |
| 10 | Costco Wholesale Corporation Ordinary Shares | $50.9M | 51.1K | 2.2% | ▼−16% Reduced · −10K sh | |
| 11 | Visa Inc Ordinary Shares | $50.2M | 166.2K | 2.2% | ▼−13% Reduced · −25K sh | |
| 12 | Walmart Inc Ordinary Shares | $44.1M | 355.0K | 1.9% | ▼−12% Reduced · −49K sh | |
| 13 | Tesla Inc Ordinary Shares | $41.9M | 112.6K | 1.8% | ▼−24% Reduced · −36K sh | |
| 14 | Berkshire Hathaway Inc. Ordinary Shares | $41.4M | 86.3K | 1.8% | ▲+0.9% Added · +767 sh | |
| 15 | Netflix, Inc. Ordinary Shares | $38.7M | 402.3K | 1.7% | ▼−15% Reduced · −72K sh | |
| 16 | Chevron Corp. Ordinary Shares | $32.3M | 156.2K | 1.4% | ▼−16% Reduced · −30K sh | |
| 17 | Lam Research Corporation Ordinary Shares | $27.8M | 130.3K | 1.2% | ▼−2.3% Reduced · −3K sh | |
| 18 | Advanced Micro Devices Inc. Ordinary Shares | $26.8M | 131.8K | 1.2% | ▼−13% Reduced · −20K sh | |
| 19 | StoneX Group Inc Ordinary Shares | $21.6M | 268.3K | 0.9% | ▲+3.2% Added · +8K sh | |
| 20 | Goldman Sachs Group, Inc. Ordinary Shares | $21.0M | 24.8K | 0.9% | ▼−15% Reduced · −4K sh | |
| 21 | Salesforce Inc. Ordinary Shares | $20.4M | 109.1K | 0.9% | ▼−10% Reduced · −12K sh | |
| 22 | Equinix, Inc. Ordinary Shares | $18.8M | 19.1K | 0.8% | ▼−9.2% Reduced · −2K sh | |
| 23 | T-Mobile US Inc Ordinary Shares | $18.3M | 87.2K | 0.8% | ▼−17% Reduced · −17K sh | |
| 24 | Intel Corporation Ordinary Shares | $18.1M | 410.4K | 0.8% | ▲New New position | |
| 25 | The TJX Companies Inc. Ordinary Shares | $16.5M | 103.0K | 0.7% | ▼−14% Reduced · −17K sh | |
| 26 | Gilead Sciences Inc. Ordinary Shares | $15.7M | 112.5K | 0.7% | ▼−14% Reduced · −19K sh | |
| 27 | Intuitive Surgical Inc. Ordinary Shares | $15.5M | 33.6K | 0.7% | ▼−9.0% Reduced · −3K sh | |
| 28 | Amgen Inc. Ordinary Shares | $15.4M | 43.8K | 0.7% | ▼−13% Reduced · −7K sh | |
| 29 | Axon Enterprise Inc Ordinary Shares | $15.0M | 35.4K | 0.6% | ▼−2.9% Reduced · −1K sh | |
| 30 | American Tower Corporation Ordinary Shares | $14.8M | 85.7K | 0.6% | ▼−8.5% Reduced · −8K sh | |
| 31 | Walt Disney Company Ordinary Shares | $14.2M | 147.2K | 0.6% | ▼−12% Reduced · −20K sh | |
| 32 | Arista Networks Inc Ordinary Shares | $14.0M | 113.7K | 0.6% | ▼−13% Reduced · −16K sh | |
| 33 | Waste Connections Inc. Ordinary Shares | $13.4M | 82.5K | 0.6% | ▼−4.4% Reduced · −4K sh | |
| 34 | DexCom Inc Ordinary Shares | $13.4M | 213.1K | 0.6% | ▼−14% Reduced · −36K sh | |
| 35 | Taiwan Semiconductor Manufacturing Co., Ltd. American Depository Receipts | $13.1M | 38.8K | 0.6% | ▼−4.4% Reduced · −2K sh | |
| 36 | Booking Holdings Inc Ordinary Shares | $13.0M | 3.1K | 0.6% | ▼−9.2% Reduced · −311 sh | |
| 37 | Applovin Corp. Ordinary Shares | $12.9M | 32.4K | 0.6% | ▲+2.2% Added · +693 sh | |
| 38 | Watsco Inc Ordinary Shares | $12.9M | 35.4K | 0.6% | ▼−3.9% Reduced · −1K sh | |
| 39 | Servicenow Inc Ordinary Shares | $12.9M | 123.0K | 0.6% | ▲+14% Added · +15K sh | |
| 40 | Fastenal Co. Ordinary Shares | $12.8M | 275.2K | 0.5% | ▼−6.4% Reduced · −19K sh | |
| 41 | Uber Technologies Inc Ordinary Shares | $12.5M | 173.9K | 0.5% | ▼−11% Reduced · −21K sh | |
| 42 | Union Pacific Corporation Ordinary Shares | $11.6M | 47.7K | 0.5% | ▼−22% Reduced · −14K sh | |
| 43 | HCA Healthcare Inc Ordinary Shares | $10.9M | 23.0K | 0.5% | ▼−8.0% Reduced · −2K sh | |
| 44 | Bristol-Myers Squibb Company Ordinary Shares | $10.7M | 176.6K | 0.5% | ▼−18% Reduced · −40K sh | |
| 45 | Palo Alto Networks Inc Ordinary Shares | $10.7M | 66.5K | 0.5% | ▼−7.1% Reduced · −5K sh | |
| 46 | Fabrinet Ordinary Shares | $10.4M | 19.9K | 0.4% | ▼−4.3% Reduced · −902 sh | |
| 47 | Intuit Inc Ordinary Shares | $10.2M | 23.5K | 0.4% | ▼−9.3% Reduced · −2K sh | |
| 48 | Adobe Inc Ordinary Shares | $9.9M | 40.6K | 0.4% | ▼−12% Reduced · −5K sh | |
| 49 | Starbucks Corp. Ordinary Shares | $9.6M | 106.9K | 0.4% | ▲+1.1% Added · +1K sh | |
| 50 | Crowdstrike Holdings Inc Ordinary Shares | $9.5M | 24.4K | 0.4% | ▼−6.1% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 237 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 243 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 238 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 230 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 223 | $1.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 226 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 209 | $1.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 206 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 16, 2024 | 220 | $1.5B | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 2, 2024 | 219 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 220 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 210 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 112 | $903.8M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 209 | $887.2M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 212 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 215 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 4, 2022 | 221 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 339 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 160 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 163 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 161 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 158 | $1.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 162 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.