Motley Fool Asset Management
Motley Fool Asset Management reported 256 stocks worth $2.6B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are NVDA (8.3%), GOOG (7.3%) and AAPL (7.3%). Compared with Q2 2026, the fund opened new positions in MU, CSCO and COF, added to META, AMD and TSLA, trimmed NVDA, GOOG and AAPL and sold out of WMT, KMI and PEN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $221M | 8.3% | 966K | −125K (−11%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $193M | 7.3% | 567K | −27K (−5%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $192M | 7.3% | 576K | −106K (−16%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $149M | 5.6% | 290K | −37K (−11%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $126M | 4.8% | 508K | −52K (−9%) | 8 of 8 | |
| 6 |  META Meta Platforms Inc | $102M | 3.9% | 140K | +53K (+60%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $83.5M | 3.2% | 78K | New position | 1 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $75M | 2.8% | 151K | −3,101 (−2%) | 8 of 8 | |
| 9 |  AMD Advanced Micro Devices Inc | $71.2M | 2.7% | 116K | +408 (+0%) | 8 of 8 | |
| 10 |  AVGO Broadcom Inc | $56.3M | 2.1% | 160K | −44K (−22%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WMT Walmart Inc | $69.3M | 612K |
 KMI Kinder Morgan Inc Del | $5.1M | 161K |
 PEN Penumbra Inc | $4.8M | 15K |
 RAMP Liveramp Hldgs Inc | $2.9M | 77K |
 Q Qnity Electronics Inc | $2.6M | 16K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Motley Fool Asset Management 13F FAQ
What does Motley Fool Asset Management own?
Motley Fool Asset Management reported 256 stocks worth $2.6B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are NVDA (8.3%), GOOG (7.3%) and AAPL (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Motley Fool Asset Management buy and sell in Q3 2026?
Compared with Q2 2026: 24 new positions, 94 added to, 137 trimmed and 17 sold out. New positions include MU, CSCO and COF. It sold all of WMT, KMI and PEN.
When will Motley Fool Asset Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Motley Fool Asset Management's portfolio worth?
The Q3 2026 filing reports $2.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.