Motley Fool Asset Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1512814
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.3B
Holdings
237
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Motley Fool Asset Management LLC disclosed 237 positions worth $2.3B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 7.3% of the equity portfolio, followed by $GOOGL and $AAPL. During the quarter the fund opened 15 new positions and exited 21 — including a new stake in $INTC and a full exit from $MMM. The portfolio is most concentrated in Technology (45.9% of disclosed assets). All figures are sourced directly from Motley Fool Asset Management LLC’s Form 13F-HR filing with the SEC under CIK 1512814.
AI Fund Analysis
Concentrating
Sector Allocation
TechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcareCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$168.6M966,682 sh - 80.2#45
Quality
$167.0M582,276 sh - 76.1#112
Quality
$146.3M576,526 sh - 83.7
Quality
$112.2M303,071 sh - 74.6
Quality
$109.4M525,471 sh - 80.9
Quality
$76.7M134,101 sh - 86.4
Quality
$72.1M233,110 sh - 35.6
Quality
$62.7M213,168 sh - 81.7
Quality
$53.2M106,535 sh - 67.0
Quality
$50.9M51,076 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $168.6M | 966,682 |
 Alphabet Inc.$GOOGL | 80.2#45 | $167.0M | 582,276 |
 Apple Inc.$AAPL | 76.1#112 | $146.3M | 576,526 |
 MICROSOFT CORP$MSFT | 83.7 | $112.2M | 303,071 |
 AMAZON COM INC$AMZN | 74.6 | $109.4M | 525,471 |
 Meta Platforms, Inc.$META | 80.9 | $76.7M | 134,101 |
 Broadcom Inc.$AVGO | 86.4 | $72.1M | 233,110 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $62.7M | 213,168 |
 Mastercard Inc$MA | 81.7 | $53.2M | 106,535 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $50.9M | 51,076 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Motley Fool Asset Management LLC's 237 positions.
Showing top 10 of 237 holdings.
Sector Allocation
Technology
$1.1B
Consumer Discretionary
$367.0M
Financials
$318.9M
Industrials
$173.9M
Healthcare
$146.1M
Communication Services
$75.3M
Real Estate
$48.4M
Energy
$43.7M
Full Holdings — Motley Fool Asset Management LLC (Q1 2026)
All 237 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $168.6M | 7.3% | +10% | 90.2 |
| 2 | $GOOGL | Alphabet Inc. | $167.0M | 7.2% | +12% | 80.2 |
| 3 | $AAPL | Apple Inc. | $146.3M | 6.3% | +8% | 76.1 |
| 4 | $MSFT | MICROSOFT CORP | $112.2M | 4.8% | +12% | 83.7 |
| 5 | $AMZN | AMAZON COM INC | $109.4M | 4.7% | +7% | 74.6 |
| 6 | $META | Meta Platforms, Inc. | $76.7M | 3.3% | +16% | 80.9 |
| 7 | $AVGO | Broadcom Inc. | $72.1M | 3.1% | +11% | 86.4 |
| 8 | $JPM | JPMORGAN CHASE & CO | $62.7M | 2.7% | +69% | 35.6 |
| 9 | $MA | Mastercard Inc | $53.2M | 2.3% | -11% | 81.7 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $50.9M | 2.2% | -16% | 67 |
| 11 |  $V | VISA INC. | $50.2M | 2.2% | -13% | 83.5 |
| 12 |  $WMT | Walmart Inc. | $44.1M | 1.9% | -12% | 63.2 |
| 13 |  $TSLA | Tesla, Inc. | $41.9M | 1.8% | -24% | 50.1 |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $41.4M | 1.8% | +1% | 64.5 |
| 15 |  $NFLX | NETFLIX INC | $38.7M | 1.7% | -15% | 86.7 |
| 16 |  $CVX | CHEVRON CORP | $32.3M | 1.4% | -16% | 54.7 |
| 17 |  $LRCX | LAM RESEARCH CORP | $27.8M | 1.2% | -2% | 82.4 |
| 18 |  $AMD | ADVANCED MICRO DEVICES INC | $26.8M | 1.1% | -13% | 78.8 |
| 19 |  $SNEX | StoneX Group Inc. | $21.6M | 0.9% | +3% | 60.3 |
| 20 |  $GS | GOLDMAN SACHS GROUP INC | $21.0M | 0.9% | -15% | — |
| 21 |  $CRM | Salesforce, Inc. | $20.4M | 0.9% | -10% | 75.2 |
| 22 |  $EQIX | EQUINIX INC | $18.8M | 0.8% | -9% | 61.4 |
| 23 |  $TMUS | T-Mobile US, Inc. | $18.3M | 0.8% | -17% | 72.7 |
| 24 |  $INTC | INTEL CORP | $18.1M | 0.8% | NEW | 41.5 |
| 25 |  $TJX | TJX COMPANIES INC /DE/ | $16.5M | 0.7% | -14% | 70.7 |
| 26 |  $GILD | GILEAD SCIENCES, INC. | $15.7M | 0.7% | -14% | 77.8 |
| 27 |  $ISRG | INTUITIVE SURGICAL INC | $15.5M | 0.7% | -9% | 81.4 |
| 28 |  $AMGN | AMGEN INC | $15.4M | 0.7% | -13% | 79.5 |
| 29 |  $AXON | AXON ENTERPRISE, INC. | $15.0M | 0.7% | -3% | 55.6 |
| 30 |  $AMT | AMERICAN TOWER CORP /MA/ | $14.8M | 0.6% | -9% | 69.8 |
| 31 |  $DIS | Walt Disney Co | $14.2M | 0.6% | -12% | 68.9 |
| 32 |  $ANET | Arista Networks, Inc. | $14.0M | 0.6% | -13% | 86 |
| 33 |  $WCN | Waste Connections, Inc. | $13.4M | 0.6% | -4% | — |
| 34 |  $DXCM | DEXCOM INC | $13.4M | 0.6% | -14% | 77.9 |
| 35 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $13.1M | 0.6% | -4% | — |
| 36 |  $BKNG | Booking Holdings Inc. | $13.0M | 0.6% | -9% | 55.3 |
| 37 |  $APP | AppLovin Corp | $12.9M | 0.6% | +2% | 86.8 |
| 38 |  $WSO | WATSCO INC | $12.9M | 0.6% | -4% | 58.9 |
| 39 |  $NOW | ServiceNow, Inc. | $12.9M | 0.6% | +14% | 76 |
| 40 |  $FAST | FASTENAL CO | $12.8M | 0.6% | -6% | 73.5 |
| 41 |  $UBER | Uber Technologies, Inc | $12.5M | 0.5% | -11% | 79.3 |
| 42 |  $UNP | UNION PACIFIC CORP | $11.6M | 0.5% | -22% | 74 |
| 43 |  $HCA | HCA Healthcare, Inc. | $10.9M | 0.5% | -8% | 70.5 |
| 44 |  $BMY | BRISTOL MYERS SQUIBB CO | $10.7M | 0.5% | -18% | 70.1 |
| 45 |  $PANW | Palo Alto Networks Inc | $10.7M | 0.5% | -7% | 66.5 |
| 46 |  $FN | Fabrinet | $10.4M | 0.5% | -4% | 72.4 |
| 47 |  $INTU | INTUIT INC. | $10.2M | 0.4% | -9% | 82 |
| 48 |  $ADBE | ADOBE INC. | $9.9M | 0.4% | -12% | 80.4 |
| 49 |  $SBUX | STARBUCKS CORP | $9.6M | 0.4% | +1% | 54.6 |
| 50 |  $CRWD | CrowdStrike Holdings, Inc. | $9.5M | 0.4% | -6% | 55 |
| 51 |  $PGR | PROGRESSIVE CORP/OH/ | $9.5M | 0.4% | -12% | 83.6 |
| 52 |  $WAT | WATERS CORP /DE/ | $9.4M | 0.4% | -5% | 69.9 |
| 53 |  $YUMC | Yum China Holdings, Inc. | $9.3M | 0.4% | -4% | 65.2 |
| 54 |  $GLW | CORNING INC /NY | $9.3M | 0.4% | -14% | 72.7 |
| 55 |  $ATEC | Alphatec Holdings, Inc. | $9.3M | 0.4% | +58% | 37.7 |
| 56 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $9.1M | 0.4% | -14% | 76.6 |
| 57 |  $GXO | GXO Logistics, Inc. | $8.7M | 0.4% | -6% | 51.9 |
| 58 |  $CME | CME GROUP INC. | $8.7M | 0.4% | -12% | 74.5 |
| 59 |  $MCK | MCKESSON CORP | $8.6M | 0.4% | -13% | 63.7 |
| 60 |  $AON | Aon plc | $8.6M | 0.4% | -4% | — |
| 61 |  $SBAC | SBA COMMUNICATIONS CORP | $8.5M | 0.4% | -5% | 71.3 |
| 62 |  $CEG | Constellation Energy Corp | $8.4M | 0.4% | NEW | 62.5 |
| 63 |  $DDOG | Datadog, Inc. | $8.3M | 0.4% | +16% | 62.9 |
| 64 |  $QXO | QXO, Inc. | $8.3M | 0.4% | -6% | 53.5 |
| 65 |  $HQY | HEALTHEQUITY, INC. | $8.2M | 0.3% | -3% | 72.3 |
| 66 |  $FDX | FEDEX CORP | $8.1M | 0.3% | -8% | 60.3 |
| 67 | — | Close Brothers Group PLC | $7.9M | 0.3% | -4% | — |
| 68 |  $BAM | Brookfield Asset Management Ltd. | $7.9M | 0.3% | -4% | — |
| 69 |  $HWM | Howmet Aerospace Inc. | $7.6M | 0.3% | -12% | 79.1 |
| 70 |  $NKE | NIKE, Inc. | $7.5M | 0.3% | -10% | 53.4 |
| 71 |  $ABNB | Airbnb, Inc. | $7.4M | 0.3% | +3% | 70.1 |
| 72 |  $MELI | MERCADOLIBRE INC | $7.4M | 0.3% | -4% | 77.5 |
| 73 |  $CVS | CVS HEALTH Corp | $7.3M | 0.3% | -22% | 51.3 |
| 74 |  $ADSK | Autodesk, Inc. | $7.3M | 0.3% | +34% | 76.4 |
| 75 |  $TOST | Toast, Inc. | $7.2M | 0.3% | -5% | 69.5 |
| 76 |  $WM | WASTE MANAGEMENT INC | $7.2M | 0.3% | -16% | 70.7 |
| 77 |  $SHW | SHERWIN WILLIAMS CO | $7.0M | 0.3% | -16% | 65.3 |
| 78 |  $ICE | Intercontinental Exchange, Inc. | $7.0M | 0.3% | -16% | 73.8 |
| 79 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $6.9M | 0.3% | -16% | 65.9 |
| 80 |  $MSI | Motorola Solutions, Inc. | $6.7M | 0.3% | -10% | 73.8 |
| 81 |  $CTAS | CINTAS CORP | $6.7M | 0.3% | -7% | 76.3 |
| 82 |  $SNPS | SYNOPSYS INC | $6.6M | 0.3% | -6% | 63.1 |
| 83 |  $ECL | ECOLAB INC. | $6.6M | 0.3% | -15% | 64.3 |
| 84 |  $MNST | Monster Beverage Corp | $6.6M | 0.3% | -11% | 77 |
| 85 |  $NET | Cloudflare, Inc. | $6.5M | 0.3% | -4% | 52.6 |
| 86 |  $CMI | CUMMINS INC | $6.1M | 0.3% | -11% | 58.9 |
| 87 |  $KMI | KINDER MORGAN, INC. | $6.0M | 0.3% | -14% | 74.6 |
| 88 |  $PEN | Penumbra Inc | $5.6M | 0.2% | -30% | 69.7 |
| 89 |  $DASH | DoorDash, Inc. | $5.5M | 0.2% | -8% | 70.6 |
| 90 |  $CLBT | Cellebrite DI Ltd. | $5.5M | 0.2% | -4% | — |
| 91 |  $FTNT | Fortinet, Inc. | $5.5M | 0.2% | -13% | 78.1 |
| 92 |  $TDG | TransDigm Group INC | $5.2M | 0.2% | -13% | 75.4 |
| 93 |  $SITE | SiteOne Landscape Supply, Inc. | $5.2M | 0.2% | -6% | 47 |
| 94 |  $AZO | AUTOZONE INC | $5.1M | 0.2% | NEW | 66.5 |
| 95 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $5.1M | 0.2% | -11% | 77.6 |
| 96 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $5.1M | 0.2% | -4% | — |
| 97 |  $SNOW | Snowflake Inc. | $5.0M | 0.2% | +2% | 49.6 |
| 98 |  $BRO | BROWN & BROWN, INC. | $4.8M | 0.2% | -6% | 75.1 |
| 99 |  $TFC | TRUIST FINANCIAL CORP | $4.7M | 0.2% | -16% | — |
| 100 |  $FIX | COMFORT SYSTEMS USA INC | $4.6M | 0.2% | +505% | 79.5 |
| 101 |  $GWRE | Guidewire Software, Inc. | $4.6M | 0.2% | -5% | 66.2 |
| 102 |  $WST | WEST PHARMACEUTICAL SERVICES INC | $4.5M | 0.2% | -6% | 66.8 |
| 103 |  $IDXX | IDEXX LABORATORIES INC /DE | $4.4M | 0.2% | -10% | 73.6 |
| 104 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $4.4M | 0.2% | -5% | 60.7 |
| 105 |  $COHR | COHERENT CORP. | $4.2M | 0.2% | +593% | 64 |
| 106 |  $TYL | TYLER TECHNOLOGIES INC | $4.1M | 0.2% | -5% | 69.3 |
| 107 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $4.1M | 0.2% | -9% | 72.9 |
| 108 |  $UI | Ubiquiti Inc. | $4.1M | 0.2% | +427% | 83.1 |
| 109 |  $NDAQ | NASDAQ, INC. | $3.9M | 0.2% | -13% | 78.5 |
| 110 |  $SYY | SYSCO CORP | $3.8M | 0.2% | +284% | 58.4 |
| 111 |  $EBAY | EBAY INC | $3.8M | 0.2% | -12% | 69.3 |
| 112 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $3.6M | 0.1% | -16% | 68.1 |
| 113 |  $PYPL | PayPal Holdings, Inc. | $3.5M | 0.1% | -12% | 70.5 |
| 114 |  $WING | Wingstop Inc. | $3.5M | 0.1% | +17% | 75.1 |
| 115 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $3.5M | 0.1% | -16% | 60.9 |
| 116 |  $RKLB | Rocket Lab Corp | $3.4M | 0.1% | +6% | 37.2 |
| 117 |  $EQT | EQT Corp | $3.4M | 0.1% | +377% | 83.3 |
| 118 |  $RBLX | Roblox Corp | $3.4M | 0.1% | -10% | 53.7 |
| 119 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $3.3M | 0.1% | +391% | 70.8 |
| 120 |  $RKT | Rocket Companies, Inc. | $3.3M | 0.1% | -13% | — |
| 121 |  $RTO | RENTOKIL INITIAL PLC /FI | $3.2M | 0.1% | -4% | — |
| 122 |  $ICLR | ICON PLC | $3.2M | 0.1% | -54% | — |
| 123 |  $WDAY | Workday, Inc. | $3.2M | 0.1% | -11% | 74.2 |
| 124 |  $MDB | MongoDB, Inc. | $3.2M | 0.1% | +45% | 54.6 |
| 125 |  $HUBS | HUBSPOT INC | $3.1M | 0.1% | +35% | 58.1 |
| 126 |  $EME | EMCOR Group, Inc. | $3.0M | 0.1% | +236% | 71.7 |
| 127 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $3.0M | 0.1% | -12% | 47.2 |
| 128 |  $RMD | RESMED INC | $3.0M | 0.1% | -13% | 79.8 |
| 129 |  $XYZ | Block, Inc. | $3.0M | 0.1% | -13% | 60.3 |
| 130 |  $LYV | Live Nation Entertainment, Inc. | $2.9M | 0.1% | +395% | 55 |
| 131 |  $CPNG | Coupang, Inc. | $2.8M | 0.1% | -11% | 56.4 |
| 132 |  $RELX | RELX PLC | $2.8M | 0.1% | NEW | — |
| 133 |  $CCI | CROWN CASTLE INC. | $2.8M | 0.1% | NEW | 52.9 |
| 134 |  $HEI | HEICO CORP | $2.7M | 0.1% | +410% | 79.2 |
| 135 |  $GEHC | GE HealthCare Technologies Inc. | $2.7M | 0.1% | -12% | 58.2 |
| 136 |  $QTWO | Q2 Holdings, Inc. | $2.6M | 0.1% | +92% | 62.4 |
| 137 |  $PFGC | Performance Food Group Co | $2.5M | 0.1% | -6% | 53.1 |
| 138 |  $ALRM | Alarm.com Holdings, Inc. | $2.4M | 0.1% | -54% | 62.9 |
| 139 |  $HXL | HEXCEL CORP /DE/ | $2.4M | 0.1% | -16% | 50.5 |
| 140 |  $RAMP | LiveRamp Holdings, Inc. | $2.2M | 0.1% | +20% | 66.7 |
| 141 |  $COO | COOPER COMPANIES, INC. | $2.2M | 0.1% | -6% | 55.8 |
| 142 |  $EVLV | Evolv Technologies Holdings, Inc. | $2.2M | 0.1% | +6% | 34.7 |
| 143 |  $IPGP | IPG PHOTONICS CORP | $2.1M | 0.1% | -20% | 34.9 |
| 144 |  $DRS | Leonardo DRS, Inc. | $1.9M | 0.1% | -6% | 63.8 |
| 145 |  $HRI | HERC HOLDINGS INC | $1.9M | 0.1% | -6% | 56.7 |
| 146 |  $FTDR | Frontdoor, Inc. | $1.9M | 0.1% | -6% | 68.4 |
| 147 |  $LOB | Live Oak Bancshares, Inc. | $1.8M | 0.1% | -18% | — |
| 148 |  $UFPT | UFP TECHNOLOGIES INC | $1.8M | 0.1% | -6% | 66.6 |
| 149 |  $ADC | AGREE REALTY CORP | $1.7M | 0.1% | -6% | 57.4 |
| 150 |  $VRRM | VERRA MOBILITY Corp | $1.7M | 0.1% | +11% | 66.1 |
| 151 |  $MORN | Morningstar, Inc. | $1.6M | 0.1% | -6% | 71 |
| 152 |  $RARE | Ultragenyx Pharmaceutical Inc. | $1.6M | 0.1% | +8% | 31 |
| 153 |  $GSHD | Goosehead Insurance, Inc. | $1.6M | 0.1% | -67% | 59 |
| 154 |  $NOG | NORTHERN OIL & GAS, INC. | $1.6M | 0.1% | NEW | 45.3 |
| 155 |  $EMN | EASTMAN CHEMICAL CO | $1.5M | 0.1% | -37% | 49.4 |
| 156 |  $STAG | STAG Industrial, Inc. | $1.5M | 0.1% | -6% | 67.8 |
| 157 |  $MNDY | monday.com Ltd. | $1.5M | 0.1% | +80% | — |
| 158 |  $UCTT | Ultra Clean Holdings, Inc. | $1.5M | 0.1% | NEW | 36 |
| 159 |  $SITM | SITIME Corp | $1.4M | 0.1% | -49% | 44.6 |
| 160 | — | Kerry Group PLC | $1.4M | 0.1% | -4% | — |
| 161 |  $NCNO | nCino, Inc. | $1.3M | 0.1% | +130% | 53.7 |
| 162 | — | TowneBank (Portsmouth Virginia) | $945,925 | 0.0% | NEW | — |
| 163 |  $ADMA | ADMA BIOLOGICS, INC. | $907,253 | 0.0% | -6% | 76 |
| 164 |  $FICO | FAIR ISAAC CORP | $840,154 | 0.0% | -70% | 75.6 |
| 165 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $825,096 | 0.0% | -73% | 67.3 |
| 166 |  $WRBY | Warby Parker Inc. | $789,093 | 0.0% | -5% | 51.2 |
| 167 |  $ULTA | Ulta Beauty, Inc. | $785,110 | 0.0% | +3% | 66.6 |
| 168 |  $ROL | ROLLINS INC | $767,021 | 0.0% | -5% | 73.2 |
| 169 |  $WSM | WILLIAMS SONOMA INC | $703,611 | 0.0% | +3% | 65 |
| 170 |  $CASY | CASEYS GENERAL STORES INC | $680,549 | 0.0% | -7% | 59.9 |
| 171 |  $ZS | Zscaler, Inc. | $651,086 | 0.0% | -69% | 57.9 |
| 172 |  $IOT | Samsara Inc. | $551,121 | 0.0% | +8% | 61.3 |
| 173 |  $BIIB | BIOGEN INC. | $535,140 | 0.0% | +15% | 65.6 |
| 174 |  $RDDT | Reddit, Inc. | $522,577 | 0.0% | -78% | 79.3 |
| 175 |  $NVR | NVR INC | $520,597 | 0.0% | +61% | 62.3 |
| 176 |  $INCY | INCYTE CORP | $517,284 | 0.0% | NEW | 81.2 |
| 177 |  $CPRT | COPART INC | $514,069 | 0.0% | -83% | 74.9 |
| 178 |  $IBKR | Interactive Brokers Group, Inc. | $510,671 | 0.0% | +7% | 75.5 |
| 179 |  $ASTS | AST SpaceMobile, Inc. | $481,143 | 0.0% | +31% | 29.6 |
| 180 |  $VEEV | VEEVA SYSTEMS INC | $476,917 | 0.0% | -82% | 77.8 |
| 181 |  $PODD | INSULET CORP | $472,350 | 0.0% | +12% | 70.4 |
| 182 |  $CBOE | Cboe Global Markets, Inc. | $470,511 | 0.0% | +0% | 81.2 |
| 183 |  $MTZ | MASTEC INC | $464,271 | 0.0% | +10% | 59.7 |
| 184 |  $ZM | Zoom Communications, Inc. | $443,592 | 0.0% | -80% | 72.4 |
| 185 |  $HAS | HASBRO, INC. | $432,338 | 0.0% | +14% | 43.1 |
| 186 |  $MEDP | Medpace Holdings, Inc. | $428,810 | 0.0% | +3% | 77.4 |
| 187 |  $NYT | NEW YORK TIMES CO | $421,832 | 0.0% | +3% | 71.3 |
| 188 |  $PINS | PINTEREST, INC. | $413,695 | 0.0% | +1% | 62 |
| 189 |  $ALGN | ALIGN TECHNOLOGY INC | $405,261 | 0.0% | +21% | 58.2 |
| 190 |  $ALAB | Astera Labs, Inc. | $402,342 | 0.0% | +30% | 77.7 |
| 191 |  $EXEL | EXELIXIS, INC. | $400,249 | 0.0% | +6% | 79.4 |
| 192 |  $ROKU | ROKU, INC | $389,456 | 0.0% | +4% | 60.5 |
| 193 |  $TWLO | TWILIO INC | $385,512 | 0.0% | +15% | 59.5 |
| 194 |  $SOFI | SoFi Technologies, Inc. | $383,724 | 0.0% | +19% | 53.8 |
| 195 |  $FSLR | FIRST SOLAR, INC. | $383,671 | 0.0% | +9% | 73.8 |
| 196 |  $MKL | MARKEL GROUP INC. | $380,900 | 0.0% | -1% | 68.2 |
| 197 |  $ILMN | ILLUMINA, INC. | $371,136 | 0.0% | +14% | 62.5 |
| 198 |  $IT | GARTNER INC | $366,874 | 0.0% | +6% | 65.2 |
| 199 |  $FIVE | FIVE BELOW, INC | $355,743 | 0.0% | +1% | 66.1 |
| 200 |  $XPO | XPO, Inc. | $352,136 | 0.0% | -3% | 55.3 |
| 201 |  $WCC | WESCO INTERNATIONAL INC | $351,054 | 0.0% | NEW | 55.4 |
| 202 |  $VLTO | Veralto Corp | $349,347 | 0.0% | +0% | 74.4 |
| 203 |  $DGX | QUEST DIAGNOSTICS INC | $343,945 | 0.0% | -1% | 69.1 |
| 204 |  $GDDY | GoDaddy Inc. | $335,888 | 0.0% | +4% | 72.4 |
| 205 |  $MRNA | Moderna, Inc. | $331,572 | 0.0% | NEW | 15.9 |
| 206 |  $DOCU | DOCUSIGN, INC. | $327,840 | 0.0% | +5% | 67.5 |
| 207 |  $RPM | RPM INTERNATIONAL INC/DE/ | $320,167 | 0.0% | -8% | 57.3 |
| 208 |  $TTD | Trade Desk, Inc. | $319,543 | 0.0% | +11% | 72.2 |
| 209 |  $FIG | Figma, Inc. | $316,825 | 0.0% | +14% | 45.2 |
| 210 |  $JKHY | JACK HENRY & ASSOCIATES INC | $314,658 | 0.0% | -1% | 72.8 |
| 211 |  $NTNX | Nutanix, Inc. | $313,278 | 0.0% | -5% | 68.8 |
| 212 |  $CART | Maplebear Inc. | $310,356 | 0.0% | +0% | 76.4 |
| 213 |  $CHWY | Chewy, Inc. | $307,665 | 0.0% | +56% | 61.3 |
| 214 |  $TXT | TEXTRON INC | $300,681 | 0.0% | +14% | 58.2 |
| 215 |  $BBIO | BridgeBio Pharma, Inc. | $300,085 | 0.0% | +19% | 31.7 |
| 216 |  $TXRH | Texas Roadhouse, Inc. | $287,178 | 0.0% | NEW | 68 |
| 217 |  $CSGP | COSTAR GROUP, INC. | $285,930 | 0.0% | -82% | 49.5 |
| 218 |  $W | Wayfair Inc. | $285,572 | 0.0% | NEW | 40.5 |
| 219 |  $RBC | RBC Bearings INC | $284,052 | 0.0% | +3% | 67.1 |
| 220 |  $INVH | Invitation Homes Inc. | $280,457 | 0.0% | +12% | 59.7 |
| 221 |  $SSNC | SS&C Technologies Holdings Inc | $272,510 | 0.0% | +4% | 67.2 |
| 222 |  $TTC | TORO CO | $270,789 | 0.0% | +5% | 69.5 |
| 223 |  $OKTA | Okta, Inc. | $253,604 | 0.0% | +10% | 67.3 |
| 224 |  $CNA | CNA FINANCIAL CORP | $252,927 | 0.0% | +16% | 59.8 |
| 225 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $243,982 | 0.0% | +9% | 75.4 |
| 226 |  $MTCH | Match Group, Inc. | $240,951 | 0.0% | +4% | 66.4 |
| 227 |  $GH | Guardant Health, Inc. | $239,793 | 0.0% | +16% | 36.1 |
| 228 |  $MANH | MANHATTAN ASSOCIATES INC | $236,022 | 0.0% | +3% | 70.1 |
| 229 |  $STRL | STERLING INFRASTRUCTURE, INC. | $230,922 | 0.0% | NEW | 73.3 |
| 230 |  $GMED | GLOBUS MEDICAL INC | $227,204 | 0.0% | +15% | 77.6 |
| 231 |  $MKC | MCCORMICK & CO INC | $223,802 | 0.0% | +4% | 73.7 |
| 232 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $223,248 | 0.0% | +17% | 74.1 |
| 233 |  $H | Hyatt Hotels Corp | $222,443 | 0.0% | +3% | 46.6 |
| 234 |  $CRUS | CIRRUS LOGIC, INC. | $216,207 | 0.0% | NEW | 75.3 |
| 235 |  $Z | ZILLOW GROUP, INC. | $215,962 | 0.0% | +24% | 57.3 |
| 236 |  $UAA | Under Armour, Inc. | $88,721 | 0.0% | +19% | 40.5 |
| 237 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $41,576 | 0.0% | +10% | 30.6 |
New Positions (15)
$INTC INTEL CORP$18.1M$CEG Constellation Energy Corp$8.4M$AZO AUTOZONE INC$5.1M$RELX RELX PLC$2.8M$CCI CROWN CASTLE INC.$2.8M$NOG NORTHERN OIL & GAS, INC.$1.6M$UCTT Ultra Clean Holdings, Inc.$1.5M TowneBank (Portsmouth Virginia)$945,925
$INCY INCYTE CORP$517,284$WCC WESCO INTERNATIONAL INC$351,054$MRNA Moderna, Inc.$331,572$TXRH Texas Roadhouse, Inc.$287,178$W Wayfair Inc.$285,572$STRL STERLING INFRASTRUCTURE, INC.$230,922$CRUS CIRRUS LOGIC, INC.$216,207Exited Positions (21)
$MMM 3M CO
$CVNA CARVANA CO.
$DLR DIGITAL REALTY TRUST, INC.
$F FORD MOTOR CO
$TEAM Atlassian Corp
$CROX Crocs, Inc.
$TREX TREX CO INC Pure Storage Inc
$SOLV Solventum Corp
$BLD QXO Insulation, LLC
$U Unity Software Inc.
$TTAN ServiceTitan, Inc.
$SFM Sprouts Farmers Market, Inc.
$APPF APPFOLIO INC
$BRBR BELLRING BRANDS, INC.Browse Top Institutional Investors
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