Motley-Fool-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NCNO",
  "PINS",
  "TREX",
  "APPF",
  "MPWR",
  "FN",
  "MTCH",
  "NVR",
  "RXO",
  "TRU",
  "MORN",
  "QTWO",
  "SNOW",
  "ZS",
  "MMM",
  "ABNB",
  "ADBE",
  "ALNY",
  "TEAM",
  "AVGO",
  "BRO",
  "HRI",
  "CMI",
  "EBAY",
  "IBKR",
  "GILD",
  "HD",
  "INTU",
  "RPM",
  "UNP",
  "IPGP",
  "ISRG",
  "HUBS",
  "HWM",
  "BKNG",
  "NBIX",
  "ICE",
  "META",
  "KMI",
  "LRCX",
  "DRS",
  "MA",
  null,
  "RAMP",
  "QXO",
  "EXEL",
  null,
  null,
  "PODD",
  null,
  null,
  "RTO",
  "UI",
  "MSFT",
  "TMUS",
  "DUOL",
  "NDAQ",
  "EQIX",
  "EQT",
  "FICO",
  "HXL",
  "HQY",
  "GXO",
  "GWRE",
  "HEI",
  "ILMN",
  "ODFL",
  "ICLR",
  "EMN",
  "FAST",
  "ANET",
  "DASH",
  "PANW",
  "PYPL",
  "PGR",
  "AAPL",
  "ECL",
  "NVDA",
  "GEHC",
  "PSTG",
  "MKC",
  "MDB",
  "AMGN",
  "NYT",
  "DGX",
  "IOT",
  "NOW",
  "SHW",
  null,
  "AMT",
  "SSNC",
  "SBUX",
  "SNPS",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TYL",
  "UBER",
  "UFPT",
  "ATEC",
  "SNEX",
  "SCHW",
  "MNST",
  "STAG",
  "LKQ",
  "SBAC",
  "LOB",
  "EME",
  "TOST",
  "TXT",
  "TSCO",
  "NTNX",
  "ULTA",
  "SKX",
  "GMED",
  "GSHD",
  "GDDY",
  "TSM",
  "IT",
  "RMD",
  "VRTX",
  "EA",
  "PEN",
  "ADSK",
  "AON",
  "UAA",
  "BLD",
  "AXON",
  "AMD",
  "EPAM",
  "WAB",
  "WSO",
  "WM",
  "FSLR",
  "FTNT",
  "WCN",
  "IDXX",
  "FDS",
  "AMZN",
  "MSI",
  "TTWO",
  "HCA",
  "VLTO",
  "VRRM",
  "VEEV",
  "V",
  "WBD",
  "WMT",
  "WAT",
  "WSM",
  "WING",
  "WDAY",
  "YUMC",
  "XPO",
  "Z",
  "ZBRA",
  "SOLV",
  "CART",
  "GNTX",
  "NOG",
  "SITM",
  "SOFI",
  "BIIB",
  "ALRM",
  "JKHY",
  "MKL",
  "TTD",
  "PFGC",
  "OKTA",
  "RARE",
  "ROL",
  "CRM",
  "RBLX",
  "MANH",
  "LYV",
  "FTDR",
  "CHWY",
  "MELI",
  "ZM",
  "MCK",
  "PAYC",
  "FDX",
  "BRK-B",
  "BRBR",
  "BMRN",
  null,
  "BMY",
  "BAM.TO",
  "BR",
  "CNI",
  "CVNA",
  "CSL",
  "CBOE",
  "CASY",
  "CMG",
  "CTAS",
  "NET",
  "CME",
  "CTSH",
  "COO",
  "CEG",
  "CPRT",
  "COST",
  "GLW",
  "CSGP",
  "CPNG",
  "CROX",
  "CRWD",
  "CVS",
  "DDOG",
  "DXCM",
  "DLR",
  "DOCU",
  "DV",
  "NKE",
  "MAR",
  "DIS",
  "GOOG",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 223
Total Value: 1783875707
Accession Number: 0001104659-25-047275
Form Type: 13F-HR
CIK: motley-fool-asset-management
Manager Name: Motley-Fool-Asset-Management

Data Enrichment

97% identified

216 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

223 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 12

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LKQ CORP

LKQ|501889208

Shares:6.6K

Value:$280.5K

% of Portfolio:0.0% ($280.5K/$1.8B)

ZILLOW GROUP, INC.

Z|98954M200

Shares:4.0K

Value:$275.3K

% of Portfolio:0.0% ($275.3K/$1.8B)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:2.5K

Value:$271.9K

% of Portfolio:0.0% ($271.9K/$1.8B)

MANHATTAN ASSOCIATES INC

MANH|562750109

Shares:1.6K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$1.8B)

TWILIO INC

TWLO|90138F102

Shares:2.5K

Value:$248.5K

% of Portfolio:0.0% ($248.5K/$1.8B)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:854

Value:$241.3K

% of Portfolio:0.0% ($241.3K/$1.8B)

MongoDB, Inc.

MDB|60937P106

Shares:1.4K

Value:$236.8K

% of Portfolio:0.0% ($236.8K/$1.8B)

Duolingo, Inc.

DUOL|26603R106

Shares:752

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$1.8B)

EPAM Systems, Inc.

EPAM|29414B104

Shares:1.4K

Value:$229.6K

% of Portfolio:0.0% ($229.6K/$1.8B)

TopBuild Corp

BLD|89055F103

Shares:740

Value:$225.7K

% of Portfolio:0.0% ($225.7K/$1.8B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:1.8K

Value:$225.0K

% of Portfolio:0.0% ($225.0K/$1.8B)

Chewy, Inc.

CHWY|16679L109

Shares:6.8K

Value:$221.0K

% of Portfolio:0.0% ($221.0K/$1.8B)

NEW YORK TIMES CO

NYT|650111107

Shares:4.5K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$1.8B)

TEXTRON INC

TXT|883203101

Shares:3.0K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$1.8B)

SKECHERS USA INC

SKX|830566105

Shares:3.8K

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$1.8B)

Match Group, Inc.

MTCH|57667L107

Shares:6.8K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$1.8B)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:18.2K

Value:$212.1K

% of Portfolio:0.0% ($212.1K/$1.8B)

APPFOLIO INC

APPF|03783C100

Shares:955

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$1.8B)

XPO, Inc.

XPO|983793100

Shares:1.9K

Value:$209.7K

% of Portfolio:0.0% ($209.7K/$1.8B)

ILLUMINA, INC.

ILMN|452327109

Shares:2.6K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LKQ CORP(LKQcusip501889208)	6.6K	QoQ +14.18% (+819) YoY +25.62% (+1.3K)	All Managers (Combined)	$280.5K	0.0% ($280.5K/$1.8B)	QoQ +32.17% (+$68.3K) YoY +0.05% (+$160)
ZILLOW GROUP, INC.(Zcusip98954M200)	4.0K	QoQ +18.05% (+614) YoY NEW(+4.0K)	All Managers (Combined)	$275.3K	0.0% ($275.3K/$1.8B)	QoQ +9.30% (+$23.4K) YoY NEW(+$275.3K)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	2.5K	QoQ +9.29% (-209) YoY +18.91% (-391)	All Managers (Combined)	$271.9K	0.0% ($271.9K/$1.8B)	QoQ -11.44% (-$35.1K) YoY -4.63% (-$13.2K)
MANHATTAN ASSOCIATES INC(MANHcusip562750109)	1.6K	QoQ +16.25% (-218) YoY +31.89% (-377)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$1.8B)	QoQ -25.55% (-$92.6K) YoY -8.79% (-$26.0K)
TWILIO INC(TWLOcusip90138F102)	2.5K	QoQ +12.35% (+279) YoY NEW(+2.5K)	All Managers (Combined)	$248.5K	0.0% ($248.5K/$1.8B)	QoQ +1.77% (+$4.3K) YoY NEW(+$248.5K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	854	QoQ +12.51% (-95) YoY +6.88% (+55)	All Managers (Combined)	$241.3K	0.0% ($241.3K/$1.8B)	QoQ -17.68% (-$51.8K) YoY +0.18% (+$455)
MongoDB, Inc.(MDBcusip60937P106)	1.4K	QoQ +23.17% (-254) YoY -43.25% (-1.0K)	All Managers (Combined)	$236.8K	0.0% ($236.8K/$1.8B)	QoQ -7.19% (-$18.4K) YoY -72.24% (-$616.4K)
Duolingo, Inc.(DUOLcusip26603R106)	752	QoQ +16.22% (+105) YoY NEW(+752)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$1.8B)	QoQ +11.32% (+$23.7K) YoY NEW(+$233.5K)
EPAM Systems, Inc.(EPAMcusip29414B104)	1.4K	QoQ +13.99% (-167) YoY +20.99% (-236)	All Managers (Combined)	$229.6K	0.0% ($229.6K/$1.8B)	QoQ -17.68% (-$49.3K) YoY -26.02% (-$80.8K)
TopBuild Corp(BLDcusip89055F103)	740	QoQ NEW(+740) YoY NEW(+740)	All Managers (Combined)	$225.7K	0.0% ($225.7K/$1.8B)	QoQ NEW(+$225.7K) YoY NEW(+$225.7K)
FIRST SOLAR, INC.(FSLRcusip336433107)	1.8K	QoQ +12.94% (-204) YoY +7.03% (-117)	All Managers (Combined)	$225.0K	0.0% ($225.0K/$1.8B)	QoQ -18.97% (-$52.7K) YoY -19.83% (-$55.7K)
Chewy, Inc.(CHWYcusip16679L109)	6.8K	QoQ +13.05% (+785) YoY NEW(+6.8K)	All Managers (Combined)	$221.0K	0.0% ($221.0K/$1.8B)	QoQ +9.74% (+$19.6K) YoY NEW(+$221.0K)
NEW YORK TIMES CO(NYTcusip650111107)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$1.8B)	QoQ NEW(+$220.7K) YoY NEW(+$220.7K)
TEXTRON INC(TXTcusip883203101)	3.0K	QoQ +10.54% (+288) YoY +0.86% (-26)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$1.8B)	QoQ +4.41% (+$9.2K) YoY -24.03% (-$69.0K)
SKECHERS USA INC(SKXcusip830566105)	3.8K	QoQ +14.81% (-494) YoY NEW(+3.8K)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$1.8B)	QoQ -3.04% (-$6.8K) YoY NEW(+$217.4K)
Match Group, Inc.(MTCHcusip57667L107)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$1.8B)	QoQ NEW(+$213.6K) YoY NEW(+$213.6K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	18.2K	QoQ NEW(+18.2K) YoY NEW(+18.2K)	All Managers (Combined)	$212.1K	0.0% ($212.1K/$1.8B)	QoQ NEW(+$212.1K) YoY NEW(+$212.1K)
APPFOLIO INC(APPFcusip03783C100)	955	QoQ +16.18% (+133) YoY NEW(+955)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$1.8B)	QoQ +3.55% (+$7.2K) YoY NEW(+$210.0K)
XPO, Inc.(XPOcusip983793100)	1.9K	QoQ +13.71% (-235) YoY +7.85% (-142)	All Managers (Combined)	$209.7K	0.0% ($209.7K/$1.8B)	QoQ -6.72% (-$15.1K) YoY -4.91% (-$10.8K)
ILLUMINA, INC.(ILMNcusip452327109)	2.6K	QoQ -50.61% (-2.7K) YoY -43.81% (-2.1K)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$1.8B)	QoQ -70.68% (-$503.8K) YoY -67.53% (-$434.8K)