HoldingsChannel.com
Motley Fool Asset Management LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
AMAZON COM INC 21,099 -294 $58,208
     AMZN21,099-294$58,208
SPLUNK INC 171,833 -30,738 $34,143
     SPLK171,833-30,738$34,143
EVERBRIDGE INC 237,876 -25,631 $32,913
     EVBG237,876-25,631$32,913
ALPHABET INC CL C 22,042 +515 $31,159
     GOOG22,042+515$31,159
MASTERCARD INC 105,142 -6,559 $31,090
     MA105,142-6,559$31,090
WATSCO INC 174,304 +1,672 $30,974
     WSO174,304+1,672$30,974
APPLE INC 78,410 -1,056 $28,604
     AAPL78,410-1,056$28,604
MICROSOFT CORP 138,701 +13,653 $28,227
     MSFT138,701+13,653$28,227
AXON ENTERPRISE INC 274,902 +3,014 $26,976
     AAXN274,902+3,014$26,976
RESMED INC 135,257 +105 $25,969
     RMD135,257+105$25,969
MERCADOLIBRE INC 24,387 UNCH $24,040
     MELI24,387UNCH$24,040
SBA COMMUNICATIONS CORP 80,500 UNCH $23,983
     SBAC80,500UNCH$23,983
ATLASSIAN CORP PLC CLASS A 126,000 -6,000 $22,714
     TEAM126,000-6,000$22,714
PAYCOM SOFTWARE INC 63,400 UNCH $19,637
     PAYC63,400UNCH$19,637
JONES LANG LASALLE INC 189,527 +68,511 $19,608
     JLL189,527+68,511$19,608
IPG PHOTONICS CORP 121,500 UNCH $19,487
     IPGP121,500UNCH$19,487
PAYPAL HOLDINGS INC 109,159 -7,503 $19,019
     PYPL109,159-7,503$19,019
TELADOC INC 99,341 +2,541 $18,958
     TDOC99,341+2,541$18,958
FASTENAL CO 441,500 UNCH $18,914
     FAST441,500UNCH$18,914
MEDTRONIC PLC 205,272 UNCH $18,823
     MDT205,272UNCH$18,823
STARBUCKS CORP 217,097 +2,115 $15,976
     SBUX217,097+2,115$15,976
EQUINIX INC 21,625 +191 $15,187
     EQIX21,625+191$15,187
PAYLOCITY HOLDING CORP 95,962 +3,179 $14,000
     PCTY95,962+3,179$14,000
AMERICAN TOWER CORP 53,261 +512 $13,770
     AMT53,261+512$13,770
ALARM COM HOLDINGS INC 211,446 +4,290 $13,704
     ALRM211,446+4,290$13,704
ALIBABA GROUP HOLDING LTD A D R 60,000 UNCH $12,942
     BABA60,000UNCH$12,942
COOPER COS INC 45,400 UNCH $12,877
     COO45,400UNCH$12,877
FACEBOOK INC CLASS A 56,069 +7,897 $12,732
     FB56,069+7,897$12,732
TYLER TECHNOLOGIES INC 34,000 UNCH $11,794
     TYL34,000UNCH$11,794
LCI INDUSTRIES 101,914 UNCH $11,718
     LCII101,914UNCH$11,718
XPO LOGISTICS INC 150,000 UNCH $11,588
     XPO150,000UNCH$11,588
CHURCH AND DWIGHT CO INC 141,600 UNCH $10,946
     CHD141,600UNCH$10,946
TAIWAN SEMICONDUCTOR A D R 183,900 UNCH $10,440
     TSM183,900UNCH$10,440
THOR INDUSTRIES INC 95,000 UNCH $10,120
     THO95,000UNCH$10,120
HDFC BANK LTD A D R 210,700 UNCH $9,578
     HDB210,700UNCH$9,578
COSTCO WHSL CORP 31,139 -9,994 $9,442
     COST31,139-9,994$9,442
COMCAST CORP CLASS A 235,000 UNCH $9,160
     CMCSA235,000UNCH$9,160
MARKEL CORP 8,900 UNCH $8,216
     MKL8,900UNCH$8,216
BERKSHIRE HATHAWAY INC CL B      $8,121
     BRK.B45,496+592$8,121
NLIGHT INC 351,980 +17,067 $7,835
     LASR351,980+17,067$7,835
GENTEX CORP 300,000 UNCH $7,731
     GNTX300,000UNCH$7,731
YUM CHINA HOLDINGS INC 160,751 UNCH $7,727
     YUMC160,751UNCH$7,727
VISA INC CLASS A SHARES (V) 39,913 +1,291 $7,710
     V39,913+1,291$7,710
STAG INDUSTRIAL INC 262,480 +5,841 $7,696
     STAG262,480+5,841$7,696
CERNER CORPORATION 111,035 +240 $7,611
     CERN111,035+240$7,611
VARIAN MED SYS INC 60,000 UNCH $7,351
     VAR60,000UNCH$7,351
JOHNSON JOHNSON 50,048 +1,848 $7,038
     JNJ50,048+1,848$7,038
BROADRIDGE FINANCIAL SOLUTIONS INC 55,000 UNCH $6,940
     BR55,000UNCH$6,940
MCCORMICK CO NON VTG SHRS 29,258 -215 $5,249
     MKC29,258-215$5,249
UNITEDHEALTH GROUP INC 17,556 +818 $5,178
     UNH17,556+818$5,178

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 06/30/2020: $999,258
At 03/31/2020: $771,603

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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