Titelia

Holdings of Motley Fool Asset Management LLC

227 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 45.1 % of the equity sleeve

Sector breakdown

  • Technology 34.1 %
  • Communication 14.3 %
  • Financials 11.9 %
  • Consumer discretionary 11.1 %
  • Health care 5.8 %
  • Industrials 4.9 %
  • Consumer staples 4.8 %
  • Real estate 2.0 %
  • Materials 0.6 %
  • Energy 0.4 %
  • Utilities 0.4 %
  • Unattributed 9.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.2 %
  • TW 0.6 %
  • GB 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2242.2B $99.15 %
2TW113.1M $0.58 %
3GB26.1M $0.27 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 966,682168.6M $
2Alphabet Inc 582,276167M $
3Apple Inc 576,526146.3M $
4Microsoft Corp 303,071112.2M $
5Amazon.com Inc 525,471109.4M $
6Meta Platforms Inc 134,10176.7M $
7Broadcom Inc 233,11072.1M $
8JPMorgan Chase & Co 213,16862.7M $
9Mastercard Inc 106,53553.2M $
10Costco Wholesale Corp 51,07650.9M $
11Visa Inc 166,16950.2M $
12Walmart Inc 355,01344.1M $
13Tesla Inc 112,60541.9M $
14Berkshire Hathaway Inc 86,34341.4M $
15Netflix Inc 402,32338.7M $
16Chevron Corp 156,17932.3M $
17Lam Research Corp 130,31527.8M $
18Advanced Micro Devices Inc 131,76226.8M $
19StoneX Group Inc 268,26821.6M $
20Goldman Sachs Group Inc/The 24,76621M $
21Salesforce Inc 109,12120.4M $
22Equinix Inc 19,13518.8M $
23T-Mobile US Inc 87,17818.3M $
24Intel Corp 410,37218.1M $
25TJX Cos Inc/The 103,03416.5M $
26Gilead Sciences Inc 112,52715.7M $
27Intuitive Surgical Inc 33,57815.5M $
28Amgen Inc 43,81515.4M $
29Axon Enterprise Inc 35,37015M $
30American Tower Corp 85,69714.8M $
31Walt Disney Co/The 147,21814.2M $
32Arista Networks Inc 113,71714M $
33Dexcom Inc 213,08013.4M $
34Taiwan Semiconductor Manufacturing Co Ltd 38,79513.1M $
35Booking Holdings Inc 3,07913M $
36AppLovin Corp 32,43112.9M $
37Watsco Inc 35,36612.9M $
38ServiceNow Inc 122,95812.9M $
39Fastenal Co 275,20012.8M $
40Uber Technologies Inc 173,94012.5M $
41Union Pacific Corp 47,70711.6M $
42HCA Healthcare Inc 22,97110.9M $
43Bristol-Myers Squibb Co 176,58810.7M $
44Palo Alto Networks Inc 66,48310.7M $
45Intuit Inc 23,47610.2M $
46Adobe Inc 40,6089.9M $
47Starbucks Corp 106,9439.6M $
48Crowdstrike Holdings Inc 24,4359.5M $
49Progressive Corp/The 47,7619.5M $
50Waters Corp 31,4689.4M $
51Yum China Holdings Inc 191,4419.3M $
52Corning Inc 68,5809.3M $
53Alphatec Holdings Inc 855,5149.3M $
54Vertex Pharmaceuticals Inc 20,3029.1M $
55GXO Logistics Inc 168,4628.7M $
56CME Group Inc 29,3478.7M $
57McKesson Corp 9,9598.6M $
58SBA Communications Corp 49,1848.5M $
59Constellation Energy Corp. 30,1928.4M $
60Datadog Inc 70,2798.3M $
61QXO Inc 426,5498.3M $
62HealthEquity Inc 98,5408.2M $
63FedEx Corp 22,7908.1M $
64Howmet Aerospace Inc 33,0637.6M $
65NIKE Inc 141,6657.5M $
66Airbnb Inc 58,8117.4M $
67MercadoLibre Inc 4,2787.4M $
68CVS Health Corp 101,4337.3M $
69Autodesk Inc 30,3017.3M $
70Toast Inc 273,2527.2M $
71Waste Management Inc 31,4977.2M $
72Sherwin-Williams Co/The 21,9657M $
73Intercontinental Exchange Inc 44,6477M $
74Marriott International Inc/MD 21,0566.9M $
75Motorola Solutions Inc 15,4896.7M $
76Cintas Corp 39,6216.7M $
77Synopsys Inc 16,7146.6M $
78Ecolab Inc 24,8716.6M $
79Monster Beverage Corp 90,6586.6M $
80Cloudflare Inc 31,2866.5M $
81Cummins Inc 11,4256.1M $
82Kinder Morgan, Inc. 179,1646M $
83Penumbra Inc 17,2025.6M $
84DoorDash Inc 36,8145.5M $
85Fortinet Inc 66,9505.5M $
86TransDigm Group Inc 4,5265.2M $
87SiteOne Landscape Supply Inc 39,4005.2M $
88AutoZone Inc 1,5095.1M $
89Broadridge Financial Solutions Inc 31,2255.1M $
90Snowflake Inc 32,8715M $
91Brown & Brown Inc 73,0414.8M $
92Truist Financial Corp 101,4604.7M $
93Comfort Systems USA Inc 3,3454.6M $
94Guidewire Software Inc 30,5174.6M $
95West Pharmaceutical Services Inc 18,0744.5M $
96IDEXX Laboratories Inc 7,8224.4M $
97Tractor Supply Co 96,8844.4M $
98Coherent Corp 17,6064.2M $
99Tyler Technologies Inc 11,9994.1M $
100Chipotle Mexican Grill Inc 128,3394.1M $