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Motley Fool Asset Management LLC

CIK:0001512814
Asset Manager
$2B AUM
230 holdings
Alexandria, VA, United States
Founded:2009
12 employees
Latest filing:Jun 30, 2025

Motley Fool Asset Management LLC is an SEC-registered investment adviser headquartered in Alexandria, Virginia. Founded in 2009 as the investment management affiliate of The Motley Fool, it serves private funds and investment companies, including mutual funds and ETFs. The firm is focused on providing long-term, actively managed equity strategies inspired by The Motley Fool’s investment research. As of July 2025, the firm manages approximately $1.84 billion in regulatory assets and employs 12 people.

Investment Strategy

Motley Fool Asset Management employs a bottom-up, research-intensive process to construct concentrated equity portfolios, primarily investing in U.S. and global growth companies with strong competitive advantages, durable business models, and shareholder-aligned management teams. The firm seeks to identify high-conviction, long-term opportunities inspired by The Motley Fool’s research philosophy, focusing on companies with the potential for multi-year compounding and meaningful market outperformance. Its approach emphasizes long holding periods, low turnover, and a willingness to be contrarian when supported by fundamental analysis.

Top Buys
N
NVDANVIDIA CORP
+$58.9M
M
MSFTMICROSOFT CORP COM
+$50.1M
A
AVGOBROADCOM INC
+$30.7M
A
AMZNAMAZON COM INC
+$24.7M
M
METAMETA PLATFORMS INC
+$24.6M
Top Sells
G
GMEDGLOBUS MED INCA
-$9.5M
W
WSOWATSCO INC COM
-$5.3M
G
GNTXGENTEX CORP COM
-$4.4M
H
HRIHERC HOLDINGS INC
-$4.4M
T
TRUTRANSUNION
-$4.2M

Top Holdings

N
NVDANVIDIA CORP
+7.0%$152.5M
M
MSFTMICROSOFT CORP COM
+7.0%$152.3M
A
AMZNAMAZON COM INC
+5.5%$119.8M
A
AAPLAPPLE INC COM
+5.5%$119.8M
G
GOOGALPHABET INC CL C
+4.8%$105.0M

Equity Positions (226)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORP7.04%$152.5M965,548$63.59$157.99+$58.9M
M
MSFT
MICROSOFT CORP COM7.03%$152.3M306,282$299.14$497.41+$50.1M
A
AMZN
AMAZON COM INC5.53%$119.8M546,134$127.85$219.39+$24.7M
A
AAPL
APPLE INC COM5.52%$119.8M583,674$139.68$205.17-$2.0M
G
GOOG
ALPHABET INC CL C4.84%$105.0M591,878$102.78$177.39+$20.3M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+13.6%
SERVICES-PREPACKAGED SOFTWARE
+13.5%
SEMICONDUCTORS & RELATED DEVICES
+11.4%
SERVICES-BUSINESS SERVICES, NEC
+7.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.7%