HoldingsChannel.com
Motley Fool Asset Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON COM INC 21,393 -1,060 $41,710
     AMZN21,393-1,060$41,710
EVERBRIDGE INC 263,507 -53,299 $28,027
     EVBG263,507-53,299$28,027
WATSCO INC 172,632 +19,848 $27,281
     WSO172,632+19,848$27,281
MASTERCARD INC 111,701 +1,131 $26,982
     MA111,701+1,131$26,982
SPLUNK INC 202,571 -412 $25,571
     SPLK202,571-412$25,571
ALPHABET INC CL C 21,527 +582 $25,032
     GOOG21,527+582$25,032
SBA COMMUNICATIONS CORP 80,500 -34,500 $21,733
     SBAC80,500-34,500$21,733
APPLE INC 79,466 +5,187 $20,207
     AAPL79,466+5,187$20,207
RESMED INC 135,152 -17,073 $19,907
     RMD135,152-17,073$19,907
MICROSOFT CORP 125,048 -6,130 $19,721
     MSFT125,048-6,130$19,721
AXON ENTERPRISE INC 271,888 -274 $19,242
     AAXN271,888-274$19,242
MEDTRONIC PLC 205,272 UNCH $18,511
     MDT205,272UNCH$18,511
ATLASSIAN CORP PLC CLASS A 132,000 UNCH $18,118
     TEAM132,000UNCH$18,118
TELADOC INC 96,800 -19,735 $15,005
     TDOC96,800-19,735$15,005
STARBUCKS CORP 214,982 -191 $14,133
     SBUX214,982-191$14,133
FASTENAL CO 441,500 UNCH $13,797
     FAST441,500UNCH$13,797
IPG PHOTONICS CORP 121,500 UNCH $13,399
     IPGP121,500UNCH$13,399
EQUINIX INC 21,434 -9 $13,387
     EQIX21,434-9$13,387
PAYCOM SOFTWARE INC 63,400 -41,600 $12,807
     PAYC63,400-41,600$12,807
COOPER COS INC 45,400 -1,000 $12,515
     COO45,400-1,000$12,515
JONES LANG LASALLE INC 121,016 +849 $12,220
     JLL121,016+849$12,220
MERCADOLIBRE INC 24,387 UNCH $11,915
     MELI24,387UNCH$11,915
COSTCO WHSL CORP 41,133 -6,420 $11,728
     COST41,133-6,420$11,728
ALIBABA GROUP HOLDING LTD A D R 60,000 +10,000 $11,669
     BABA60,000+10,000$11,669
AMERICAN TOWER CORP 52,749 -18,769 $11,486
     AMT52,749-18,769$11,486
PAYPAL HOLDINGS INC 116,662 +1,423 $11,169
     PYPL116,662+1,423$11,169
TYLER TECHNOLOGIES INC 34,000 UNCH $10,083
     TYL34,000UNCH$10,083
CHURCH AND DWIGHT CO INC 141,600 UNCH $9,088
     CHD141,600UNCH$9,088
TAIWAN SEMICONDUCTOR A D R 183,900 -58,600 $8,789
     TSM183,900-58,600$8,789
MARKEL CORP 8,900 +1,000 $8,258
     MKL8,900+1,000$8,258
BERKSHIRE HATHAWAY INC CL B      $8,210
     BRK.B44,904+2,801$8,210
PAYLOCITY HOLDING CORP 92,783 -60,289 $8,195
     PCTY92,783-60,289$8,195
HDFC BANK LTD A D R 210,700 UNCH $8,104
     HDB210,700UNCH$8,104
COMCAST CORP CLASS A 235,000 +125,000 $8,079
     CMCSA235,000+125,000$8,079
ALARM COM HOLDINGS INC 207,156 -390 $8,060
     ALRM207,156-390$8,060
FACEBOOK INC CLASS A 48,172 -1,227 $8,035
     FB48,172-1,227$8,035
XPO LOGISTICS INC 150,000 -25,000 $7,313
     XPO150,000-25,000$7,313
CERNER CORPORATION 110,795 -227 $6,979
     CERN110,795-227$6,979
YUM CHINA HOLDINGS INC 160,751 -54,000 $6,853
     YUMC160,751-54,000$6,853
LCI INDUSTRIES 101,914 -12,000 $6,811
     LCII101,914-12,000$6,811
GENTEX CORP 300,000 UNCH $6,648
     GNTX300,000UNCH$6,648
JOHNSON JOHNSON 48,200 +48,200 $6,320
     JNJ48,200+48,200$6,320
VISA INC CLASS A SHARES (V) 38,622 +1,620 $6,223
     V38,622+1,620$6,223
VARIAN MED SYS INC 60,000 UNCH $6,160
     VAR60,000UNCH$6,160
STAG INDUSTRIAL INC 256,639 -531 $5,780
     STAG256,639-531$5,780
TRIP COM GROUP LTD A D R 234,052 UNCH $5,489
     TCOM234,052UNCH$5,489
BROADRIDGE FINANCIAL SOLUTIONS INC 55,000 UNCH $5,216
     BR55,000UNCH$5,216
UNITEDHEALTH GROUP INC 16,738 +287 $4,174
     UNH16,738+287$4,174
MCCORMICK CO NON VTG SHRS 29,473 +161 $4,162
     MKC29,473+161$4,162
THOR INDUSTRIES INC 95,000 -20,000 $4,007
     THO95,000-20,000$4,007

See Full List: All Stocks Held By Motley Fool Asset Management LLC
— Including:
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     • Biggest exits
     • Biggest increased positions
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See Details: Top 10 Stocks Held By Motley Fool Asset Management LLC

Size ($ in 1000's)
At 03/31/2020: $771,603
At 12/31/2019: $930,886

Motley Fool Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Motley Fool Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Motley Fool Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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