HoldingsChannel.com
Motley Fool Asset Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
AMAZON COM INC 22,646 +1,110 $42,883
     AMZN22,646+1,110$42,883
PAYCOM SOFTWARE INC 135,000 -25,000 $30,607
     PAYC135,000-25,000$30,607
MASTERCARD INC 110,834 +1,456 $29,319
     MA110,834+1,456$29,319
SBA COMMUNICATIONS CORP 115,000 UNCH $25,857
     SBAC115,000UNCH$25,857
WATSCO INC 153,696 +14,304 $25,134
     WSO153,696+14,304$25,134
RESMED INC 203,432 +298 $24,825
     RMD203,432+298$24,825
EVERBRIDGE INC 259,206 +800 $23,178
     EVBG259,206+800$23,178
ALPHABET INC CL C 21,275 +1,129 $22,996
     GOOG21,275+1,129$22,996
SPLUNK INC 182,806 +319 $22,988
     SPLK182,806+319$22,988
ALIGN TECHNOLOGY INC 82,988 +247 $22,714
     ALGN82,988+247$22,714
MEDTRONIC PLC 205,272 UNCH $19,991
     MDT205,272UNCH$19,991
IPG PHOTONICS CORP 121,500 UNCH $18,741
     IPGP121,500UNCH$18,741
STARBUCKS CORP 215,921 +1,228 $18,101
     SBUX215,921+1,228$18,101
MICROSOFT CORP 132,201 +11,533 $17,710
     MSFT132,201+11,533$17,710
AXON ENTERPRISE INC 269,568 +90,480 $17,309
     AAXN269,568+90,480$17,309
ATLASSIAN CORP PLC CLASS A 132,000 UNCH $17,271
     TEAM132,000UNCH$17,271
JONES LANG LASALLE INC 121,073 +302 $17,034
     JLL121,073+302$17,034
PAYLOCITY HOLDING CORP 177,125 +750 $16,618
     PCTY177,125+750$16,618
COOPER COS INC 46,400 UNCH $15,632
     COO46,400UNCH$15,632
APPLE INC 77,993 +3,075 $15,436
     AAPL77,993+3,075$15,436
MERCADOLIBRE INC 24,387 -3,900 $14,919
     MELI24,387-3,900$14,919
AMERICAN TOWER CORP 72,014 +794 $14,723
     AMT72,014+794$14,723
FASTENAL CO 441,500 +220,750 $14,388
     FAST441,500+220,750$14,388
HDFC BANK LTD A D R 105,350 -8,000 $13,700
     HDB105,350-8,000$13,700
GRUBHUB INC 174,440 +34,440 $13,605
     GRUB174,440+34,440$13,605
PAYPAL HOLDINGS INC 115,900 +2,794 $13,266
     PYPL115,900+2,794$13,266
COSTCO WHSL CORP 47,545 +616 $12,564
     COST47,545+616$12,564
XPO LOGISTICS INC 215,000 -124,000 $12,429
     XPO215,000-124,000$12,429
LCI INDUSTRIES 124,670 UNCH $11,220
     LCII124,670UNCH$11,220
EQUINIX INC 21,488 +182 $10,836
     EQIX21,488+182$10,836
CHURCH AND DWIGHT CO INC 141,600 UNCH $10,345
     CHD141,600UNCH$10,345
YUM CHINA HOLDINGS INC 214,751 UNCH $9,921
     YUMC214,751UNCH$9,921
TAIWAN SEMICONDUCTOR A D R 242,500 UNCH $9,499
     TSM242,500UNCH$9,499
FACEBOOK INC CLASS A 48,840 +2,871 $9,426
     FB48,840+2,871$9,426
VARIAN MED SYS INC 67,000 UNCH $9,121
     VAR67,000UNCH$9,121
BERKSHIRE HATHAWAY INC CL B      $8,736
     BRK.B40,983+2,677$8,736
CTRIP COM INTERNATIONAL A D R 234,052 UNCH $8,639
     CTRP234,052UNCH$8,639
MARKEL CORP 7,900 -204 $8,608
     MKL7,900-204$8,608
TEXAS ROADHOUSE INC 154,929 -30,000 $8,315
     TXRH154,929-30,000$8,315
BANCO LATINOAMERICANO COME E 379,029 UNCH $7,895
     BLX379,029UNCH$7,895
TELADOC INC 118,665 +710 $7,881
     TDOC118,665+710$7,881
STAG INDUSTRIAL INC 260,356 -3,856 $7,873
     STAG260,356-3,856$7,873
GENTEX CORP 300,000 UNCH $7,383
     GNTX300,000UNCH$7,383
HASBRO INC 68,615 UNCH $7,251
     HAS68,615UNCH$7,251
BROADRIDGE FINANCIAL SOLUTIONS INC 55,000 +15,000 $7,022
     BR55,000+15,000$7,022
THOR INDUSTRIES INC 115,000 UNCH $6,722
     THO115,000UNCH$6,722
VISA INC CLASS A SHARES (V) 37,530 +3,185 $6,513
     V37,530+3,185$6,513
PROTO LABS INC 55,544 +252 $6,444
     PRLB55,544+252$6,444
ANHEUSER BUSCH INBEV NV A D R 70,500 UNCH $6,240
     BUD70,500UNCH$6,240
NLIGHT INC 315,269 -66,754 $6,053
     LASR315,269-66,754$6,053

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

Size ($ in 1000's)
At 06/30/2019: $896,502
At 03/31/2019: $865,728

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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