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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Motley Fool Asset Management LLC

Quarter ended Q1 2024 · Filed May 8, 2024 · Accession 0001104659-24-058656

Total Value
$2.99B
Positions
241
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1HEALTHEQUITY INCHQY3,762,064$307.1M10.26%
2AXON ENTERPRISE INCAXON492,140$154.0M5.14%
3MASTERCARD INCMA305,544$147.1M4.92%
4WATSCO INC COMWSO-B320,008$138.2M4.62%
5BERKSHIRE HATHAWAY INC CL BBRK-A255,712$107.5M3.59%
6MICROSOFT CORP COMMSFT224,298$94.7M3.16%
7AMAZON COM INCAMZN473,493$91.4M3.05%
8APPLE INC COMAAPL468,265$80.3M2.68%
9ALPHABET INC CL CGOOG485,420$73.9M2.47%
10NVIDIA CORPNVDA75,011$68.0M2.27%
11GEORGIA CAPITAL PLC00BF4HYV03,995,652$66.9M2.24%
12WALMART INC COMWMT1,090,096$65.6M2.19%
13AMERICAN TOWER CORP03027X100321,216$63.5M2.12%
14EQUINIX INCEQIX70,432$58.1M1.94%
15SBA COMMUNICATIONS CORPSBAC234,320$50.8M1.70%
16GLOBUS MED INCAGMED848,164$45.5M1.52%
17GENTEX CORPGNTX1,204,152$43.5M1.45%
18META PLATFORMS INCMETA79,540$38.7M1.29%
19GOOSEHEAD INSURANCE INC AGSHD533,500$35.5M1.19%
20GXO LOGISTICS INCORPORATED COMMONGXO648,532$34.9M1.16%
21RXO INC COMMON STOCKRXO1,582,324$34.6M1.16%
22ADVANCED MICRO DEVICES INCAMD190,952$34.5M1.15%
23TREX CO INC COMTREX324,808$32.4M1.08%
24WALT DISNEY CO THE254687106216,012$26.4M0.88%
25ICON PLCICLR78,260$26.3M0.88%
26COSTCO WHSL CORP22160K10532,187$23.6M0.79%
27COSTAR GROUP INCCSGP233,732$22.6M0.75%
28SALESFORCE INCCRM71,182$21.4M0.72%
29FASTENAL COFAST274,503$21.2M0.71%
30BROADCOM INCAVGO15,373$20.4M0.68%
31SHOCKWAVE MEDICAL INC82489T10461,684$20.1M0.67%
32EASTMAN CHEM COEMN200,412$20.1M0.67%
33WASTE CONNECTIONS INCWCN114,660$19.7M0.66%
34VISA INC COM CL AV66,702$18.6M0.62%
35TESLA INCTSLA93,416$18.0M0.60%
36INTL CONTAINER TERM SVCS INCINTR3,101,410$17.5M0.59%
37UNITED PARCEL SERVICE INC CL BUPS113,424$16.9M0.56%
38J P MORGAN CHASE CO COMVYLD83,331$16.7M0.56%
39BIOMARIN PHARMACEUTICAL INCBMRN186,492$16.3M0.54%
40CANADIAN NATL RAILWAY CO136375102122,482$16.1M0.54%
41ALEXANDRIA REAL ESTATE EQUITIES INC015271109124,512$16.1M0.54%
42UNITEDHEALTH GROUP INC COMUNH30,982$15.3M0.51%
43GUIDEWIRE SOFTWARE INCGWRE130,256$15.2M0.51%
44TAIWAN SEMICONDUCTOR A D R874039100107,510$14.6M0.49%
45VERTEX PHARMACEUTICALS INC COMVRTX33,924$14.2M0.47%
46NEXTERA ENERGY INCNEE-PW215,648$13.8M0.46%
47WATERS CORP COM94184810339,716$13.7M0.46%
48BRISTOL MYERS SQUIBB COCELG-RI238,716$12.9M0.43%
49HOME DEPOT INCHD33,694$12.9M0.43%
50JOHNSON JOHNSONJNJ81,160$12.9M0.43%
51BROWN BROWN INCBRO143,675$12.6M0.42%
52STARBUCKS CORP COMSBUX136,579$12.5M0.42%
53GILEAD SCIENCES INCGILD169,220$12.4M0.41%
54ARISTA NETWORKS INCANET41,404$12.0M0.40%
55SYNOPSYS INCSNPS20,916$12.0M0.40%
56LEONARDO DRS INCDRS537,536$11.9M0.40%
57CVS HEALTH CORPCVS148,724$11.9M0.40%
58ALARM COM HOLDINGS INCALRM162,756$11.8M0.39%
59WASTE MGMT INC DEL COM94106L10953,392$11.4M0.38%
60AON PLC SHS CL AAON31,750$10.6M0.35%
61SMARTSHEET INC CLASS A83200N103271,832$10.5M0.35%
62TOAST INC CL ATOST409,843$10.2M0.34%
63MSCI INCMSCI17,591$9.9M0.33%
64BROADRIDGE FINANCIAL SOLUTIONS INC11133T10347,579$9.7M0.33%
65CINTAS CORPCTAS13,972$9.6M0.32%
66MERCADOLIBRE INCMELI6,249$9.4M0.32%
67BECTON DICKINSON AND COBDX38,156$9.4M0.32%
68INTERCONTINENTAL EXCHANGE INC45866F10467,672$9.3M0.31%
69BROOKFIELD CORP11271J107219,970$9.2M0.31%
70STONEX GROUP INC COMSNEX130,050$9.1M0.31%
71TYLER TECHNOLOGIES INCTYL21,117$9.0M0.30%
72RENTOKIL INITIAL PLC SP A D RRKLIF297,020$9.0M0.30%
73ECOLAB INCECL38,172$8.8M0.29%
74NETFLIX COM INCNFLX14,440$8.8M0.29%
75FED EX CORPFDX29,532$8.6M0.29%
76MOODYS CORPMCO21,576$8.5M0.28%
77ATLASSIAN CORPORATION CL ATEAM41,991$8.2M0.27%
78IPG PHOTONICS CORPIPGP87,928$8.0M0.27%
79ADOBE INCADBE15,668$7.9M0.26%
80AUTODESK INCADSK29,368$7.6M0.26%
813M COMMM71,736$7.6M0.25%
82COMCAST CORP CLASS ACCZ170,265$7.4M0.25%
83TOPGOLF CALLAWAY BRANDS CORP131193104451,448$7.3M0.24%
84COOPER COS INC21664840271,664$7.3M0.24%
85MESA LABS INC59064R10964,776$7.1M0.24%
86FORTINET INCFTNT103,996$7.1M0.24%
87ROPER TECHNOLOGIES INC COMROP12,652$7.1M0.24%
88YUM CHINA HOLDINGS INCYUMC173,565$6.9M0.23%
89ULTRAGENYX PHARMACEUTICAL INRARE144,920$6.8M0.23%
90DOORDASH INC CL ADASH47,692$6.6M0.22%
91SNOWFLAKE INC CL ASNOW38,872$6.3M0.21%
92IDEXX LABS INC45168D10411,616$6.3M0.21%
93HDFC BANK LTD A D RHDB107,768$6.0M0.20%
94AFLAC INCAFL68,192$5.9M0.20%
95TRACTOR SUPPLY COMPANYTSCO21,866$5.7M0.19%
96T MOBILE US INCTMUSZ35,028$5.7M0.19%
97NIKE INCNKE49,928$5.5M0.18%
98INTUIT INCINTU8,272$5.4M0.18%
99SERVICENOW INCNOW6,906$5.3M0.18%
100GARTNER INCIT10,640$5.1M0.17%
101UNION PACIFIC CORP COMUNP20,215$5.0M0.17%
102COGNIZANT TECH SOLUTIONS CL ACTSH67,016$4.9M0.16%
103MODERNA INCMRNA45,192$4.8M0.16%
104KINDER MORGAN INCEP-PC262,284$4.8M0.16%
105CUMMINS INC COMCMI16,108$4.7M0.16%
106UBER TECHNOLOGIES INCUBER61,215$4.7M0.16%
107INTUITIVE SURGICAL INCISRG11,805$4.7M0.16%
108MORNINGSTAR INCMORN14,687$4.5M0.15%
109LAM RESEARCH CORPLRCX4,337$4.2M0.14%
110WOLFSPEED INCWOLF142,544$4.2M0.14%
111DOUBLEVERIFY HLDGS INC COMDV118,226$4.2M0.14%
112SCHWAB CHARLES CORPSCHW-PJ57,455$4.2M0.14%
113AMGEN INCAMGN13,766$3.9M0.13%
114BOOKING HOLDINGS INCBKNG984$3.6M0.12%
115AIRBNB INC CL AABNB20,895$3.4M0.12%
116MONGODB INC CL AMDB9,468$3.4M0.11%
117INARI MED INC45332Y10964,677$3.1M0.10%
118PALO ALTO NETWORKS INCPANW10,822$3.1M0.10%
119SHERWIN WILLIAMS COSHW8,747$3.0M0.10%
120HCA HEALTHCARE INCHCA9,052$3.0M0.10%
121NORTHERN OIL AND GAS INC MNNOG72,533$2.9M0.10%
122JOHN BEAN TECHNOLOGIES CORPJBTM26,768$2.8M0.09%
123LIVE OAK BANCSHARES INCLOB-PA64,960$2.7M0.09%
124FAIR ISAAC CORPORATIONFICO2,080$2.6M0.09%
125SYSTEM1 GROUPSSTPW485,389$2.5M0.08%
126HUBSPOT INCHUBS3,912$2.5M0.08%
127WORKDAY INCWDAY8,905$2.4M0.08%
128ZOOM VIDEO COMMUNICATIONS INC CL AZM36,288$2.4M0.08%
129CHIPOTLE MEXICAN GRILL INCCMG810$2.4M0.08%
130STAG INDUSTRIAL INC85254J10260,751$2.3M0.08%
131BROOKFIELD ASSET MANAGMT LTD CL A11300410555,470$2.3M0.08%
132MCKESSON CORPORATIONMCK4,296$2.3M0.08%
133CME GROUP INCCME10,637$2.3M0.08%
134CROWDSTRIKE HOLDINGS INC ACRWD7,123$2.3M0.08%
135UFP TECHNOLOGIES INCUFPT8,720$2.2M0.07%
136FOX FACTORY HOLDING CORPFOXF41,704$2.2M0.07%
137PAYPAL HOLDINGS INCPYPL31,627$2.1M0.07%
138MARRIOTT INTL INC5719032028,314$2.1M0.07%
139MONSTER BEVERAGE CORPMNST34,503$2.0M0.07%
140CLOUDFLARE INC CL ACOMNET21,024$2.0M0.07%
141Q2 HOLDINGS INCQTWO38,703$2.0M0.07%
142TRANSDIGM GROUP INCTDG1,643$2.0M0.07%
143BELLRING BRANDS INCBRBR32,700$1.9M0.06%
144COPART INCCPRT31,862$1.8M0.06%
145PINTEREST INC CLASS APINS52,396$1.8M0.06%
146ROLLINS INCROL38,268$1.8M0.06%
147CORNING INCGLW53,148$1.8M0.06%
148CERTARA INCCERT96,792$1.7M0.06%
149LANDSTAR SYS INCLSTR8,453$1.6M0.05%
150OLD DOMINION FGHT LINE INCODFL7,388$1.6M0.05%
151NVR INCNVR200$1.6M0.05%
152UIPATH INC CL APATH70,496$1.6M0.05%
153CROWN CASTLE INCCCI15,012$1.6M0.05%
154DEXCOM INCDXCM11,377$1.6M0.05%
155TAKE-TWO INTERACTIVE SOFTWARE INCTTWO10,620$1.6M0.05%
156WILLIAMS SONOMA INCWSM4,868$1.5M0.05%
157BLOCK INC CL ABSQKZ18,252$1.5M0.05%
158PENUMBRA INCPEN6,843$1.5M0.05%
159TRUIST FINANCIAL CORP89832Q10938,430$1.5M0.05%
160HEICO CORPHEI-A7,588$1.4M0.05%
161TRADE DESK INC COM CL A88339J10516,162$1.4M0.05%
162CROCS INCCROX9,648$1.4M0.05%
163DIGITAL REALTY TRUST INC2538681039,216$1.3M0.04%
164RESMED INCRSMDF6,614$1.3M0.04%
165MCCORMICK CO NON VTG SHRSMKC-V16,708$1.3M0.04%
166SAMSARA INC COM CL AIOT33,636$1.3M0.04%
167VEEVA SYSTEMS INC CLASS AVEEV5,321$1.2M0.04%
168ENPHASE ENERGY INCENPH10,044$1.2M0.04%
169DATADOG INC CLASS ADDOG9,794$1.2M0.04%
170CELSIUS HOLDINGS INCCELH14,492$1.2M0.04%
171ELECTRONIC ARTS INC COMEA9,040$1.2M0.04%
172NASDAQ INCNDAQ18,841$1.2M0.04%
173NCINO INC COMNCNO31,424$1.2M0.04%
174NEUROCRINE BIOSCIENCES INCNBIX8,188$1.1M0.04%
175FIRST SOLAR INCFSLR6,652$1.1M0.04%
176HYATT HOTELS CORP CL AH6,320$1.0M0.03%
177CASEYS GEN STORES INC1475281033,064$975,7310.03%
178ZEBRA TECHNOLOGIES CORPORATION CL AZBRA3,196$963,4020.03%
179COUPANG INC CL ACPNG52,927$941,5710.03%
180BIOGEN INCBIIB4,289$924,8370.03%
181QUEST DIAGNOSTICS INCDGX6,892$917,3940.03%
182E BAY INCEBAY17,261$911,0360.03%
183LIVERAMP HOLDINGS INCRAMP26,048$898,6560.03%
184VIATRIS INC COMVTRS73,952$882,9870.03%
185ZSCALER INC COMZS4,422$851,8100.03%
186U HAUL HOLDING COMPANYUHAL-B12,004$810,7500.03%
187ALIGN TECHNOLOGY INCALGN2,412$790,9430.03%
188EXACT SCIENCES CORP30063P10511,300$780,3780.03%
189INTERACTIVE BROKERS GROUP INC CL A45841N1076,736$752,4790.03%
190TORO COTORO8,004$733,4070.02%
191ROBLOX CORP CL ARBLX18,636$711,5220.02%
192WARNER BROS DISCOVERY INC SERIES AWBD79,309$692,3680.02%
193ILLUMINA INCILMN4,688$643,7560.02%
194CARVANA COCVNA7,232$635,7650.02%
195UNIVERSAL DISPLAY CORP COMOLED3,716$625,9600.02%
196FIVE BELOWFIVE3,432$622,4960.02%
197ETSY INCETSY8,928$613,5320.02%
198ROKU INCROKU8,932$582,0980.02%
199JEFFERIES FINANCIAL GROUP INC COM47233W10913,196$581,9440.02%
200NEW YORK TIMES CONYT12,600$544,5720.02%
201WESCO INTERNATIONAL INC95082P1053,168$542,6150.02%
202SAFARICOM LTD00B2QN3J64,000,000$538,8990.02%
203VAIL RESORTS INCMTN2,360$525,8790.02%
204MARKETAXESS HLDGS INCMKTX2,356$516,5530.02%
205BORGWARNER INC COMBWA14,308$497,0600.02%
206ULTA BEAUTY INC COMULTA949$496,2130.02%
207HASBRO INCHAS8,640$488,3330.02%
208MASTEC INCMTZ4,840$451,3300.02%
209UBIQUITI INCUI3,760$435,5960.01%
210PEGASYSTEMS INCPEGA6,540$422,7460.01%
211CHART INDUSTRIES INC16115Q3082,564$422,3420.01%
212WABTEC COM9297401082,786$405,8640.01%
213LIVE NATION ENTERTAINMENT INCLYV3,571$377,7050.01%
214CIRRUS LOGIC INCCRUS4,064$376,1640.01%
215LITTELFUSE INCLFUS1,548$375,1580.01%
216CBOE GLOBAL MKTS INC12503M1082,021$371,3180.01%
217MANHATTAN ASSOCS INCMANH1,447$362,0830.01%
218GODADDY INC CLASS AGDDY3,009$357,1080.01%
219FRESHPET INCFRPT3,004$348,0430.01%
220ALASKA AIR GROUP INCALK7,812$335,8380.01%
221PURE STORAGE INC CLASS A74624M1026,340$329,6170.01%
222RPM INTERNATIONAL INC7496851032,718$323,3060.01%
223EPAM SYS INC COMEPAM1,168$322,5550.01%
224NUTANIX INCNTNX5,080$313,5380.01%
225MARKEL GROUP INCMKL205$311,9030.01%
226ALNYLAM PHARMACEUTICALS INCALNY1,960$292,9220.01%
227WORKIVA INCWK3,404$288,6590.01%
228TEXTRON INCTXT3,007$288,4620.01%
229OKTA INCOKTA2,706$283,1020.01%
230LKQ CORPORATIONLKQ5,193$277,3580.01%
231FACTSET RESEARCH SYSTEMS INC303075105606$275,3600.01%
232BRAZE INC COM CL ABRZE6,212$275,1920.01%
233SKYWORKS SOLUTIONS INC COMSWKS2,494$270,1500.01%
234AEROVIRONMENT INCAVAV1,736$266,0940.01%
235JACK HENRY ASSOCIATES INC4262811011,506$261,6370.01%
236EQT CORPEQT6,861$254,3370.01%
237SS C TECHNOLOGIES HOLDINGSSSNC3,929$252,9100.01%
238BOSTON OMAHA CORPBOC15,616$241,4230.01%
239XPO INCXPO1,807$220,5080.01%
240ASANA INCASAN13,996$216,7980.01%
241CARMAX INCKMX2,458$214,1160.01%