HoldingsChannel.com
Motley Fool Asset Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
AMAZON COM INC 21,536 -83 $38,350
     AMZN21,536-83$38,350
PAYCOM SOFTWARE INC 160,000 -18,230 $30,261
     PAYC160,000-18,230$30,261
MASTERCARD INC 109,378 +2,309 $25,753
     MA109,378+2,309$25,753
ALPHABET INC CL C 20,146 +1,810 $23,638
     GOOG20,146+1,810$23,638
ALIGN TECHNOLOGY INC 82,741 +205 $23,526
     ALGN82,741+205$23,526
SBA COMMUNICATIONS CORP 115,000 UNCH $22,961
     SBAC115,000UNCH$22,961
SPLUNK INC 182,487 +294 $22,738
     SPLK182,487+294$22,738
RESMED INC 203,134 +294 $21,120
     RMD203,134+294$21,120
WATSCO INC 139,392 +31,040 $19,962
     WSO139,392+31,040$19,962
EVERBRIDGE INC 258,406 +8,000 $19,383
     EVBG258,406+8,000$19,383
MEDTRONIC PLC 205,272 UNCH $18,696
     MDT205,272UNCH$18,696
JONES LANG LASALLE INC 120,771 +3,020 $18,620
     JLL120,771+3,020$18,620
IPG PHOTONICS CORP 121,500 UNCH $18,441
     IPGP121,500UNCH$18,441
XPO LOGISTICS INC 339,000 UNCH $18,218
     XPO339,000UNCH$18,218
STARBUCKS CORP 214,693 +2,613 $15,960
     SBUX214,693+2,613$15,960
PAYLOCITY HOLDING CORP 176,375 +7,500 $15,731
     PCTY176,375+7,500$15,731
ATLASSIAN CORP PLC CLASS A 132,000 UNCH $14,835
     TEAM132,000UNCH$14,835
MERCADOLIBRE INC 28,287 UNCH $14,362
     MELI28,287UNCH$14,362
MICROSOFT CORP 120,668 +18,310 $14,232
     MSFT120,668+18,310$14,232
APPLE INC 74,918 +11,651 $14,231
     AAPL74,918+11,651$14,231
FASTENAL CO 220,750 UNCH $14,196
     FAST220,750UNCH$14,196
AMERICAN TOWER CORP 71,220 +1,311 $14,035
     AMT71,220+1,311$14,035
COOPER COS INC 46,400 UNCH $13,742
     COO46,400UNCH$13,742
HDFC BANK LTD ADR 113,350 UNCH $13,138
     HDB113,350UNCH$13,138
PAYPAL HOLDINGS INC 113,106 +2,454 $11,745
     PYPL113,106+2,454$11,745
TEXAS ROADHOUSE INC 184,929 UNCH $11,501
     TXRH184,929UNCH$11,501
COSTCO WHOLESALE CORP 46,929 +1,221 $11,363
     COST46,929+1,221$11,363
IONIS PHARMACEUTICALS INC 127,457 +6,340 $10,346
     IONS127,457+6,340$10,346
CTRIP COM INTERNATIONAL ADR 234,052 UNCH $10,226
     CTRP234,052UNCH$10,226
CHURCH AND DWIGHT CO INC 141,600 UNCH $10,086
     CHD141,600UNCH$10,086
TAIWAN SEMICONDUCTOR ADR 242,500 UNCH $9,933
     TSM242,500UNCH$9,933
AXON ENTERPRISE INC 179,088 +4,800 $9,744
     AAXN179,088+4,800$9,744
GRUBHUB INC 140,000 UNCH $9,726
     GRUB140,000UNCH$9,726
EQUINIX INC 21,306 +20,229 $9,655
     EQIX21,306+20,229$9,655
YUM CHINA HLDS INC 214,751 UNCH $9,644
     YUMC214,751UNCH$9,644
LCI INDUSTRIES 124,670 UNCH $9,577
     LCII124,670UNCH$9,577
VARIAN MED SYS INC 67,000 UNCH $9,495
     VAR67,000UNCH$9,495
NLIGHT INC 382,023 -740 $8,511
     LASR382,023-740$8,511
MARKEL CORP 8,104 +21 $8,074
     MKL8,104+21$8,074
STAG INDUSTRIAL INC 264,212 +11,440 $7,834
     STAG264,212+11,440$7,834
BERKSHIRE HATHAWAY INC CL B      $7,695
     BRK.B38,306+5,432$7,695
FACEBOOK INC CLASS A 45,969 +7,655 $7,663
     FB45,969+7,655$7,663
BANCO LATINOAMERICANO DE COMERCIO EXTERIOR SA 379,029 -9,100 $7,550
     BLX379,029-9,100$7,550
THOR INDUSTRIES INC 115,000 UNCH $7,173
     THO115,000UNCH$7,173
ALARM COM HOLDINGS INC 109,461 -4,240 $7,104
     ALRM109,461-4,240$7,104
ULTIMATE SOFTWARE GROUP INC 21,000 -24,450 $6,933
     ULTI21,000-24,450$6,933
TELADOC INC 117,955 +7,100 $6,558
     TDOC117,955+7,100$6,558
NUVASIVE INC 111,808 +5,000 $6,350
     NUVA111,808+5,000$6,350
GENTEX CORP 300,000 -200,000 $6,204
     GNTX300,000-200,000$6,204
NEWMARK GROUP INC 730,215 +48,420 $6,090
     NMRKV730,215+48,420$6,090

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 03/31/2019: $865,728
At 12/31/2018: $715,270

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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