Motley Fool Asset Management LLC Reduced Holdings in Q3 2025

Motley Fool Asset Management LLC

  • $2.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-117K
- 47.81%
$264.74 - $369.57 $30.9M - $43.1M
127K $42M
TSLA
Tesla, Inc.

Consumer Cyclical
-67.7K
- 40.53%
$293.94 - $444.72 $19.9M - $30.1M
99.4K $44.2M
DXCM
Dexcom Inc

Healthcare
-24.5K
- 10.92%
$66.46 - $89.53 $1.63M - $2.2M
200K $13.5M
AXON
Axon Enterprise, Inc.

Industrials
-75
- 0.18%
$698.02 - $870.97 $52.4K - $65.3K
41.4K $29.7M
CROX
Crocs, Inc.

Consumer Cyclical
-35.8K
- 40.7%
$74.39 - $108.79 $2.66M - $3.89M
52.1K $4.35M
EMN
Eastman Chemical CO

Basic Materials
-45.6K
- 49.29%
$58.79 - $81.56 $2.68M - $3.72M
47K $2.96M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-84.8K
- 50.67%
$26.31 - $41.44 $2.23M - $3.52M
82.6K $2.48M
TOST
Toast, Inc.

Technology
-16K
- 5.07%
$36.51 - $49.3 $583K - $787K
299K $10.9M
SBAC
Sba Communications Corp

Real Estate
-2.5K
- 4.32%
$191.35 - $239.35 $478K - $598K
55.3K $10.7M
WAT
Waters Corp

Healthcare
-3.14K
- 8.27%
$277.72 - $357.04 $871K - $1.12M
34.8K $10.4M
WSO
Watsco Inc

Industrials
-1.53K
- 3.84%
$381.94 - $489.97 $586K - $751K
38.4K $15.5M
CSL
Carlisle Companies Inc

Industrials
-4.3K
- 37.32%
$327.52 - $435.11 $1.41M - $1.87M
7.23K $2.38M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-33K
- 50.77%
$52.62 - $61.93 $1.74M - $2.04M
32K $1.73M
HQY
Healthequity, Inc.

Healthcare
-7.24K
- 6.32%
$87.42 - $103.12 $633K - $747K
107K $10.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-168
- 3.5%
$2292.04 - $2514.05 $385K - $422K
4.64K $10.8M
WCN
Waste Connections, Inc.

Industrials
-3.63K
- 3.9%
$171.32 - $191.84 $622K - $697K
89.6K $15.7M
IT
Gartner Inc

Technology
-2.71K
- 53.99%
$225.98 - $406.7 $612K - $1.1M
2.31K $606K
TYL
Tyler Technologies Inc

Technology
-606
- 4.34%
$522.22 - $611.76 $316K - $371K
13.4K $6.99M
LOB
Live Oak Bancshares, Inc.

Financial Services
-52.1K
- 51.15%
$30.54 - $38.72 $1.59M - $2.02M
49.8K $1.75M
META
Meta Platforms, Inc.

Communication Services
-975
- 0.9%
$695.21 - $791.73 $678K - $772K
107K $78.5M
ALRM
Alarm.Com Holdings, Inc.

Technology
-8.63K
- 5.85%
$51.29 - $59.16 $443K - $510K
139K $7.37M
WING
Wingstop Inc.

Consumer Cyclical
-397
- 4.47%
$247.44 - $377.34 $98.2K - $150K
8.48K $2.13M
FTDR
Frontdoor, Inc.

Consumer Cyclical
-18K
- 36.76%
$54.88 - $68.04 $987K - $1.22M
30.9K $2.08M
RXO
Rxo, Inc.
-48K
- 25.78%
$14.25 - $17.9 $684K - $859K
138K $2.13M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-8.46K
- 3.91%
$42.56 - $49.08 $360K - $415K
208K $8.93M
CNI
Canadian National Railway CO

Industrials
-2.16K
- 3.89%
$92.01 - $106.6 $199K - $231K
53.5K $5.04M
UFPT
Ufp Technologies Inc

Healthcare
-750
- 6.38%
$190.04 - $252.55 $143K - $189K
11K $2.2M
RAMP
Live Ramp Holdings, Inc.

Technology
-5.41K
- 6.45%
$25.76 - $34.2 $139K - $185K
78.5K $2.13M
QTWO
Q2 Holdings, Inc.

Technology
-1.51K
- 6.03%
$72.39 - $94.97 $109K - $143K
23.5K $1.7M
BIIB
Biogen Inc.

Healthcare
-5.11K
- 68.15%
$122.68 - $148.84 $627K - $760K
2.39K $334K
BR
Broadridge Financial Solutions, Inc.

Technology
-1.71K
- 4.44%
$233.75 - $266.89 $401K - $457K
36.9K $8.78M
NOG
Northern Oil & Gas, Inc.

Energy
-6.44K
- 6.45%
$23.13 - $31.07 $149K - $200K
93.4K $2.32M
AON
Aon PLC

Financial Services
-1.18K
- 3.91%
$350.91 - $375.27 $413K - $441K
28.9K $10.3M
NTNX
Nutanix, Inc.

Technology
-1.87K
- 3.54%
$66.06 - $81.12 $124K - $152K
51K $3.8M
VRRM
Verra Mobility Corp

Industrials
-6.86K
- 6.45%
$23.49 - $25.65 $161K - $176K
99.5K $2.46M
GDDY
Go Daddy Inc.

Technology
-155
- 3.78%
$133.35 - $178.59 $20.7K - $27.7K
3.95K $540K
PEN
Penumbra Inc

Healthcare
-624
- 6.4%
$227.15 - $287.09 $142K - $179K
9.13K $2.31M
TREX
Trex CO Inc

Industrials
-1.75K
- 6.0%
$50.48 - $68.49 $88.4K - $120K
27.4K $1.42M
STAG
Stag Industrial, Inc.

Real Estate
-3.21K
- 6.01%
$34.28 - $36.97 $110K - $119K
50.2K $1.77M
NBIX
Neurocrine Biosciences Inc

Healthcare
-1.05K
- 39.45%
$123.98 - $146.67 $130K - $154K
1.62K $226K
LKQ
Lkq Corp

Consumer Cyclical
-184
- 2.56%
$29.24 - $39.21 $5.38K - $7.21K
7.02K $214K
EXEL
Exelixis, Inc.

Healthcare
-321
- 3.73%
$36.22 - $46.25 $11.6K - $14.8K
8.28K $341K
HEI
Heico Corp

Industrials
-8
- 0.4%
$304.5 - $337.56 $2.44K - $2.7K
1.98K $637K
ILMN
Illumina, Inc.

Healthcare
-48
- 1.88%
$91.69 - $109.88 $4.4K - $5.27K
2.5K $237K
Solventum Corp.
-48
- 1.03%
N/A
4.61K $0
Maplebear Inc.
-148
- 1.76%
N/A
8.25K $0
Brookfield Asset Management LTD
-7.81K
- 3.91%
N/A
192K $0
The Cooper Companies, Inc.
-1.83K
- 4.67%
N/A
37.4K $0
Atlassian Corporation
-1.01K
- 3.88%
N/A
25K $0
Activity Summary
Buys All Purchases 166 New Holdings 24 Increased Positions 142 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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