StockDriftsStockDriftsTop 50 Motley Fool Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp. | 8.35% | 966.5K | $220.7M | -11.42%(-124.55K) | $86.30(+152.53%) | 2026-09-30 | |
| GOOG | Alphabet Inc. | 7.31% | 567.0K | $193.2M | -4.58%(-27.20K) | $123.62(+156.30%) | 2026-09-30 | |
| AAPL | Apple Inc. | 7.25% | 575.5K | $191.7M | -15.60%(-106.37K) | $169.03(+105.35%) | 2026-09-30 | |
| MSFT | Microsoft Corp. | 5.63% | 290.1K | $148.8M | -11.28%(-36.89K) | $309.37(+71.75%) | 2026-09-30 | |
| AMZN | Amazon.com, Inc. | 4.78% | 507.7K | $126.5M | -9.28%(-51.91K) | $119.41(+111.97%) | 2026-09-30 | |
| META | Meta Platforms Inc | 3.85% | 140.4K | $101.8M | +60.09%(+52.71K) | $491.21(+26.26%) | 2026-09-30 | |
| MU | Micron Technology Inc. | 3.16% | 78.4K | $83.5M | new | $1109.70(-16.31%) | 2026-09-30 | |
| BRK.B | Berkshire Hathaway Inc. | 2.84% | 150.6K | $75.0M | -2.02%(-3.10K) | $423.63(+28.17%) | 2026-09-30 | |
| AMD | Advanced Micro Devices Inc. | 2.69% | 116.4K | $71.2M | +0.35%(+408) | $153.19(+265.72%) | 2026-09-30 | |
| AVGO | Broadcom Inc | 2.13% | 160.3K | $56.3M | -21.70%(-44.43K) | $212.52(+61.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.37% | +116.52% | +13.37% | +87.31% |
| Top 20 Holdings Unweighted | +29.79% | +118.64% | +11.86% | +75.13% |
Motley Fool Asset Management LLC reports $2.64B in US-listed equity holdings across 256 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.3%), GOOG (7.3%) and AAPL (7.3%). The top 20 holdings account for 62.39% of reported assets. Its disclosed equity book has returned +116.52% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Motley Fool Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512814). View Motley Fool Asset Management LLC’s 13F filings on SEC