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
201Nutanix Inc 8,242313.3K $
202Maplebear Inc 8,285310.4K $
203Chewy Inc 11,395307.7K $
204Textron Inc 3,434300.7K $
205Bridgebio Pharma Inc 4,041300.1K $
206Texas Roadhouse Inc 1,739287.2K $
207CoStar Group Inc 7,088285.9K $
208Wayfair Inc 3,797285.6K $
209RBC Bearings Inc 523284.1K $
210Invitation Homes Inc 11,286280.5K $
211SS&C Technologies Holdings Inc 4,033272.5K $
212Toro Co/The 2,898270.8K $
213Okta Inc 3,222253.6K $
214CNA Financial Corp 5,508252.9K $
215Neurocrine Biosciences Inc 1,852244K $
216Match Group Inc 7,846241K $
217Guardant Health Inc 2,596239.8K $
218Manhattan Associates Inc 1,773236K $
219Sterling Infrastructure Inc 567230.9K $
220Globus Medical Inc 2,637227.2K $
221McCormick & Co Inc/MD 4,437223.8K $
222BioMarin Pharmaceutical Inc 3,952223.2K $
223Hyatt Hotels Corp 1,547222.4K $
224Cirrus Logic Inc 1,495216.2K $
225Zillow Group Inc 5,219216K $
226Under Armour Inc 15,01288.7K $
227Iovance Biotherapeutics Inc 11,84541.6K $