HoldingsChannel.com
Motley Fool Asset Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
AMAZON COM INC 23,497 +851 $40,789
     AMZN23,497+851$40,789
MASTERCARD INC 110,530 -304 $30,017
     MA110,530-304$30,017
SBA COMMUNICATIONS CORP 115,000 UNCH $27,732
     SBAC115,000UNCH$27,732
RESMED INC 203,411 -21 $27,483
     RMD203,411-21$27,483
PAYCOM SOFTWARE INC 125,000 -10,000 $26,186
     PAYC125,000-10,000$26,186
WATSCO INC 153,392 -304 $25,951
     WSO153,392-304$25,951
ALPHABET INC CL C 19,809 -1,466 $24,147
     GOOG19,809-1,466$24,147
SPLUNK INC 202,785 +19,979 $23,900
     SPLK202,785+19,979$23,900
MEDTRONIC PLC 205,272 UNCH $22,297
     MDT205,272UNCH$22,297
EVERBRIDGE INC 318,406 +59,200 $19,649
     EVBG318,406+59,200$19,649
STARBUCKS CORP 214,794 -1,127 $18,992
     SBUX214,794-1,127$18,992
MICROSOFT CORP 128,544 -3,657 $17,871
     MSFT128,544-3,657$17,871
PAYLOCITY HOLDING CORP 176,375 -750 $17,211
     PCTY176,375-750$17,211
JONES LANG LASALLE INC 120,771 -302 $16,794
     JLL120,771-302$16,794
ATLASSIAN CORP PLC CLASS A 132,000 UNCH $16,558
     TEAM132,000UNCH$16,558
IPG PHOTONICS CORP 121,500 UNCH $16,475
     IPGP121,500UNCH$16,475
APPLE INC 70,957 -7,036 $15,892
     AAPL70,957-7,036$15,892
AMERICAN TOWER CORP 71,518 -496 $15,815
     AMT71,518-496$15,815
AXON ENTERPRISE INC 269,088 -480 $15,279
     AAXN269,088-480$15,279
FASTENAL CO 441,500 UNCH $14,424
     FAST441,500UNCH$14,424
COOPER COS INC 46,400 UNCH $13,781
     COO46,400UNCH$13,781
COSTCO WHSL CORP 46,996 -549 $13,540
     COST46,996-549$13,540
MERCADOLIBRE INC 24,387 UNCH $13,443
     MELI24,387UNCH$13,443
XPO LOGISTICS INC 175,000 -40,000 $12,525
     XPO175,000-40,000$12,525
EQUINIX INC 21,299 -189 $12,285
     EQIX21,299-189$12,285
PAYPAL HOLDINGS INC 118,295 +2,395 $12,254
     PYPL118,295+2,395$12,254
HDFC BANK LTD A D R 210,700 +105,350 $12,020
     HDB210,700+105,350$12,020
LCI INDUSTRIES 124,670 UNCH $11,451
     LCII124,670UNCH$11,451
TAIWAN SEMICONDUCTOR A D R 242,500 UNCH $11,271
     TSM242,500UNCH$11,271
CHURCH AND DWIGHT CO INC 141,600 UNCH $10,654
     CHD141,600UNCH$10,654
GRUBHUB INC 173,880 -560 $9,774
     GRUB173,880-560$9,774
YUM CHINA HOLDINGS INC 214,751 UNCH $9,756
     YUMC214,751UNCH$9,756
FACEBOOK INC CLASS A 52,916 +4,076 $9,423
     FB52,916+4,076$9,423
MARKEL CORP 7,900 UNCH $9,337
     MKL7,900UNCH$9,337
BERKSHIRE HATHAWAY INC CL B      $8,697
     BRK.B41,807+824$8,697
GENTEX CORP 300,000 UNCH $8,261
     GNTX300,000UNCH$8,261
HASBRO INC 68,615 UNCH $8,144
     HAS68,615UNCH$8,144
TELADOC INC 117,955 -710 $7,988
     TDOC117,955-710$7,988
VARIAN MED SYS INC 67,000 UNCH $7,979
     VAR67,000UNCH$7,979
TYLER TECHNOLOGIES INC 30,000 +30,000 $7,875
     TYL30,000+30,000$7,875
STAG INDUSTRIAL INC 259,294 -1,062 $7,644
     STAG259,294-1,062$7,644
BANCO LATINOAMERICANO COME E 379,029 UNCH $7,558
     BLX379,029UNCH$7,558
TEXAS ROADHOUSE INC 134,929 -20,000 $7,086
     TXRH134,929-20,000$7,086
ALARM COM HOLDINGS INC 149,379 +39,432 $6,967
     ALRM149,379+39,432$6,967
CTRIP COM INTERNATIONAL A D R 234,052 UNCH $6,855
     CTRP234,052UNCH$6,855
BROADRIDGE FINANCIAL SOLUTIONS INC 55,000 UNCH $6,844
     BR55,000UNCH$6,844
ANHEUSER BUSCH INBEV NV A D R 70,500 UNCH $6,708
     BUD70,500UNCH$6,708
THOR INDUSTRIES INC 115,000 UNCH $6,514
     THO115,000UNCH$6,514
VISA INC CLASS A SHARES (V) 36,865 -665 $6,341
     V36,865-665$6,341
MCCORMICK CO NON VTG SHRS 36,312 -21 $5,676
     MKC36,312-21$5,676

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

See Details: Top 10 Stocks Held By Motley Fool Asset Management LLC

Size ($ in 1000's)
At 09/30/2019: $859,309
At 06/30/2019: $896,502

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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