Motley Fool Asset Management LLC
CIK 1512814
13F filing for Q2 2026・No. 1,405
- Holdings
- US$2.59B
- Quarter change
- +US$266.72M
- Entries
- 249
- Net bought (estimate)
- −US$57.59M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 7
- Cut 182
- Added 47
- Corporate actions 0
- Unchanged 1
Largest holdings
249 stocks worth US$2.59B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaOrdinary Shares | Added | 1,091,010 | US$218.3M | 8.42% |
| GOOGAlphabet Inc.Ordinary Shares | Added | 594,233 | US$209.96M | 8.10% |
| AAPLAppleOrdinary Shares | Added | 681,882 | US$197.31M | 7.61% |
| AMZNAmazonOrdinary Shares | Added | 559,628 | US$133.38M | 5.14% |
| MSFTMicrosoftOrdinary Shares | Added | 326,966 | US$121.96M | 4.70% |
| AVGOBroadcomOrdinary Shares | Cut | 204,744 | US$77.34M | 2.98% |
| BRK.BBerkshire Hathaway Inc.Ordinary Shares | Added | 153,688 | US$76.9M | 2.97% |
| WMTWalmart IncOrdinary Shares | Added | 612,016 | US$69.32M | 2.67% |
| AMDAMDOrdinary Shares | Cut | 116,034 | US$67.41M | 2.60% |
| JPMJPMorgan Chase & Co.Ordinary Shares | Cut | 188,228 | US$61.61M | 2.38% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.