Motley Fool Asset Management LLC Incresed Positions in Q2 2025

Motley Fool Asset Management LLC

  • $2.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
101K
+ 11.69%
$94.31 - $157.99 $9.53M - $16M
966K $153M
MSFT
Microsoft Corp

Technology
33.9K
+ 12.43%
$354.56 - $497.45 $12M - $16.8M
306K $152M
AVGO
Broadcom Inc.

Technology
25.3K
+ 11.58%
$146.29 - $275.65 $3.71M - $6.99M
244K $67.3M
AMZN
Amazon Com Inc

Consumer Cyclical
46.2K
+ 9.24%
$167.32 - $223.3 $7.73M - $10.3M
546K $120M
META
Meta Platforms, Inc.

Communication Services
12.4K
+ 13.0%
$484.66 - $738.09 $6.02M - $9.16M
108K $79.6M
GOOG
Alphabet Inc.

Communication Services
49.5K
+ 9.13%
$146.58 - $180.01 $7.26M - $8.92M
592K $105M
NFLX
Netflix Inc

Communication Services
3.57K
+ 15.14%
$855.86 - $1339.13 $3.05M - $4.77M
27.1K $36.3M
TSLA
Tesla, Inc.

Consumer Cyclical
17.4K
+ 11.59%
$221.86 - $362.89 $3.85M - $6.3M
167K $53.1M
JPM
Jpmorgan Chase & CO

Financial Services
15.9K
+ 12.23%
$210.28 - $289.91 $3.35M - $4.61M
146K $42.3M
WMT
Walmart Inc.

Consumer Defensive
57.7K
+ 13.95%
$81.79 - $99.98 $4.72M - $5.77M
471K $46.1M
COST
Costco Wholesale Corp

Consumer Defensive
3.51K
+ 8.84%
$908.13 - $1056.85 $3.18M - $3.71M
43.2K $42.7M
NOW
Service Now, Inc.

Technology
1.7K
+ 14.96%
$721.65 - $1040.18 $1.23M - $1.77M
13.1K $13.5M
MA
Mastercard Inc

Financial Services
5.01K
+ 6.21%
$479.92 - $590.74 $2.4M - $2.96M
85.6K $48.1M
AMD
Advanced Micro Devices Inc

Technology
4.16K
+ 5.52%
$78.21 - $143.81 $325K - $598K
79.5K $11.3M
NTNX
Nutanix, Inc.

Technology
45.5K
+ 619.02%
$58.17 - $83.07 $2.65M - $3.78M
52.9K $4.04M
INTU
Intuit Inc

Technology
1.52K
+ 11.65%
$544.07 - $787.63 $824K - $1.19M
14.5K $11.4M
HD
Home Depot, Inc.

Consumer Cyclical
8.42K
+ 15.27%
$335.24 - $380.78 $2.82M - $3.21M
63.5K $23.3M
UBER
Uber Technologies, Inc

Technology
11.4K
+ 11.72%
$64.62 - $93.3 $736K - $1.06M
109K $10.1M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
83K
+ 98.23%
$31.06 - $39.3 $2.58M - $3.26M
167K $6.09M
DIS
Walt Disney CO

Communication Services
4.75K
+ 5.65%
$81.72 - $124.01 $388K - $589K
88.8K $11M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
51.7K
+ 387.04%
$54.08 - $68.32 $2.79M - $3.53M
65K $3.57M
BKNG
Booking Holdings Inc.

Consumer Cyclical
130
+ 8.51%
$4164.15 - $5789.24 $541K - $753K
1.66K $9.59M
EMN
Eastman Chemical CO

Basic Materials
43K
+ 86.7%
$72.7 - $88.29 $3.13M - $3.8M
92.6K $6.91M
ISRG
Intuitive Surgical Inc

Healthcare
2.92K
+ 14.98%
$451.58 - $565.94 $1.32M - $1.65M
22.4K $12.2M
BRBR
Bellring Brands, Inc.

Consumer Defensive
50K
+ 165.15%
$57.26 - $78.92 $2.86M - $3.95M
80.3K $4.65M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
+ 10.03%
$321.63 - $509.31 $372K - $589K
12.7K $6.46M
PANW
Palo Alto Networks Inc

Technology
5.02K
+ 13.92%
$152.44 - $204.64 $766K - $1.03M
41.1K $8.42M
CEG
Constellation Energy Corp

Utilities
1.51K
+ 10.37%
$170.96 - $322.76 $259K - $488K
16.1K $5.2M
SCHW
Schwab Charles Corp

Financial Services
9.87K
+ 11.7%
$69.06 - $91.24 $682K - $901K
94.2K $8.6M
RBLX
Roblox Corp

Communication Services
3.29K
+ 10.61%
$51.22 - $105.59 $169K - $348K
34.3K $3.61M
WING
Wingstop Inc.

Consumer Cyclical
3.47K
+ 64.18%
$210.24 - $381.46 $730K - $1.32M
8.88K $2.99M
DASH
Door Dash, Inc.

Communication Services
2.05K
+ 10.47%
$163.16 - $246.51 $334K - $505K
21.6K $5.32M
NET
Cloudflare, Inc.

Technology
1.69K
+ 10.53%
$97.08 - $195.83 $164K - $331K
17.8K $3.48M
CSL
Carlisle Companies Inc

Industrials
3.64K
+ 46.11%
$317.1 - $408.5 $1.15M - $1.49M
11.5K $4.31M
PFGC
Performance Food Group CO

Consumer Defensive
16.7K
+ 113.01%
$71.62 - $89.56 $1.2M - $1.5M
31.5K $2.76M
SNOW
Snowflake Inc.

Technology
1.6K
+ 10.32%
$130.53 - $223.77 $209K - $358K
17.1K $3.83M
ADBE
Adobe Inc.

Technology
3.74K
+ 14.61%
$340.0 - $420.68 $1.27M - $1.57M
29.3K $11.4M
DDOG
Datadog, Inc.

Technology
1.22K
+ 3.21%
$87.0 - $134.33 $106K - $164K
39.4K $5.29M
HWM
Howmet Aerospace Inc.

Industrials
1.96K
+ 10.38%
$112.33 - $186.13 $220K - $364K
20.8K $3.88M
SNPS
Synopsys Inc

Technology
1.16K
+ 13.44%
$380.9 - $517.66 $440K - $598K
9.76K $5M
HCA
Hca Healthcare, Inc.

Healthcare
2.05K
+ 14.58%
$317.61 - $387.52 $651K - $794K
16.1K $6.17M
TJX
Tjx Companies Inc

Consumer Cyclical
9.56K
+ 15.36%
$119.13 - $135.03 $1.14M - $1.29M
71.8K $8.87M
CTAS
Cintas Corp

Industrials
3.43K
+ 14.88%
$190.11 - $227.66 $652K - $781K
26.5K $5.9M
MCK
Mckesson Corp

Healthcare
983
+ 14.57%
$652.83 - $732.78 $642K - $720K
7.73K $5.66M
FTNT
Fortinet, Inc.

Technology
6.57K
+ 14.96%
$84.71 - $108.69 $556K - $714K
50.5K $5.34M
GILD
Gilead Sciences, Inc.

Healthcare
10.6K
+ 14.93%
$96.91 - $113.0 $1.02M - $1.19M
81.3K $9.01M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
11.2K
+ 14.53%
$45.98 - $56.15 $513K - $626K
87.9K $4.93M
FAST
Fastenal CO

Industrials
192K
+ 97.62%
$40.65 - $83.16 $7.79M - $15.9M
388K $16.3M
ZS
Zscaler, Inc.

Technology
712
+ 9.89%
$174.67 - $315.32 $124K - $225K
7.91K $2.48M
Activity Summary
Buys All Purchases 153 New Holdings 13 Increased Positions 140 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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