HoldingsChannel.com
Motley Fool Asset Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
AMAZON COM INC 22,453 -1,044 $41,490
     AMZN22,453-1,044$41,490
MASTERCARD INC 110,570 +40 $33,015
     MA110,570+40$33,015
SPLUNK INC 202,983 +198 $30,401
     SPLK202,983+198$30,401
ALPHABET INC CL C 20,945 +1,136 $28,004
     GOOG20,945+1,136$28,004
PAYCOM SOFTWARE INC 105,000 -20,000 $27,800
     PAYC105,000-20,000$27,800
SBA COMMUNICATIONS CORP 115,000 UNCH $27,714
     SBAC115,000UNCH$27,714
WATSCO INC 152,784 -608 $27,524
     WSO152,784-608$27,524
EVERBRIDGE INC 316,806 -1,600 $24,736
     EVBG316,806-1,600$24,736
RESMED INC 152,225 -51,186 $23,590
     RMD152,225-51,186$23,590
MEDTRONIC PLC 205,272 UNCH $23,288
     MDT205,272UNCH$23,288
APPLE INC 74,279 +3,322 $21,812
     AAPL74,279+3,322$21,812
JONES LANG LASALLE INC 120,167 -604 $20,920
     JLL120,167-604$20,920
MICROSOFT CORP 131,178 +2,634 $20,687
     MSFT131,178+2,634$20,687
AXON ENTERPRISE INC 272,162 +3,074 $19,944
     AAXN272,162+3,074$19,944
STARBUCKS CORP 215,173 +379 $18,918
     SBUX215,173+379$18,918
PAYLOCITY HOLDING CORP 153,072 -23,303 $18,494
     PCTY153,072-23,303$18,494
IPG PHOTONICS CORP 121,500 UNCH $17,608
     IPGP121,500UNCH$17,608
AMERICAN TOWER CORP 71,518 UNCH $16,436
     AMT71,518UNCH$16,436
FASTENAL CO 441,500 UNCH $16,313
     FAST441,500UNCH$16,313
ATLASSIAN CORP PLC CLASS A 132,000 UNCH $15,885
     TEAM132,000UNCH$15,885
COOPER COS INC 46,400 UNCH $14,908
     COO46,400UNCH$14,908
TAIWAN SEMICONDUCTOR A D R 242,500 UNCH $14,089
     TSM242,500UNCH$14,089
COSTCO WHSL CORP 47,553 +557 $13,977
     COST47,553+557$13,977
MERCADOLIBRE INC 24,387 UNCH $13,948
     MELI24,387UNCH$13,948
XPO LOGISTICS INC 175,000 UNCH $13,948
     XPO175,000UNCH$13,948
HDFC BANK LTD A D R 210,700 UNCH $13,352
     HDB210,700UNCH$13,352
EQUINIX INC 21,443 +144 $12,516
     EQIX21,443+144$12,516
PAYPAL HOLDINGS INC 115,239 -3,056 $12,465
     PYPL115,239-3,056$12,465
LCI INDUSTRIES 113,914 -10,756 $12,204
     LCII113,914-10,756$12,204
ALIBABA GROUP HOLDING LTD A D R 50,000 +42,800 $10,605
     BABA50,000+42,800$10,605
YUM CHINA HOLDINGS INC 214,751 UNCH $10,310
     YUMC214,751UNCH$10,310
TYLER TECHNOLOGIES INC 34,000 +4,000 $10,201
     TYL34,000+4,000$10,201
FACEBOOK INC CLASS A 49,399 -3,517 $10,139
     FB49,399-3,517$10,139
CHURCH AND DWIGHT CO INC 141,600 UNCH $9,960
     CHD141,600UNCH$9,960
TELADOC INC 116,535 -1,420 $9,756
     TDOC116,535-1,420$9,756
BERKSHIRE HATHAWAY INC CL B      $9,536
     BRK.B42,103+296$9,536
MARKEL CORP 7,900 UNCH $9,031
     MKL7,900UNCH$9,031
ALARM COM HOLDINGS INC 207,546 +58,167 $8,918
     ALRM207,546+58,167$8,918
GENTEX CORP 300,000 UNCH $8,694
     GNTX300,000UNCH$8,694
THOR INDUSTRIES INC 115,000 UNCH $8,543
     THO115,000UNCH$8,543
VARIAN MED SYS INC 60,000 -7,000 $8,521
     VAR60,000-7,000$8,521
CERNER CORPORATION 111,022 +105,541 $8,148
     CERN111,022+105,541$8,148
STAG INDUSTRIAL INC 257,170 -2,124 $8,119
     STAG257,170-2,124$8,119
BANCO LATINOAMERICANO COME E 379,029 UNCH $8,104
     BLX379,029UNCH$8,104
TRIP COM GROUP LTD A D R 234,052 +234,052 $7,850
     TCOM234,052+234,052$7,850
HASBRO INC 68,615 UNCH $7,246
     HAS68,615UNCH$7,246
VISA INC CLASS A SHARES (V) 37,002 +137 $6,953
     V37,002+137$6,953
BROADRIDGE FINANCIAL SOLUTIONS INC 55,000 UNCH $6,795
     BR55,000UNCH$6,795
NLIGHT INC 307,451 -5,212 $6,235
     LASR307,451-5,212$6,235
PROTO LABS INC 54,788 -504 $5,564
     PRLB54,788-504$5,564

See Full List: All Stocks Held By Motley Fool Asset Management LLC
— Including:
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See Details: Top 10 Stocks Held By Motley Fool Asset Management LLC

Size ($ in 1000's)
At 12/31/2019: $930,886
At 09/30/2019: $859,309

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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