Kyle Wirth
@Motley Fool Asset Management Llc
Latest period2024 - Q3ReportedManaged Assets$1.692BTotal holdings209
Assets growth rate12.17%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Motley Fool Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 209 positions.
Assets under management
The assets under management (AUM) of Motley Fool Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.692B in assets, with a quarterly growth rate of 12.17% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Kyle Wirth, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
WMTWalmart Inc Com
| 1.71% | $28.828M 354,716 shares@ $81.27 avg price | New Position |
COOCooper Cos Inc
| 0.46% | $7.631M 70,425 shares@ $108.36 avg price | New Position |
PGRProgressive Corp
| 0.36% | $5.984M 23,534 shares@ $254.27 avg price | New Position |
TRUTransunion
| 0.3% | $4.974M 48,090 shares@ $103.44 avg price | New Position |
CMGChipotle Mexican Grill Inc
| 0.19% | $3.151M 55,114 shares@ $57.17 avg price | New Position |
VLTOVeralto Corp Com Shs
| 0.04% | $541,348 4,920 shares@ $110.04 avg price | New Position |
SOLVSolventum Corp Com Shs
| 0.02% | $232,050 3,448 shares@ $67.3 avg price | New Position |
CARTMaplebear Inc Com
| 0.02% | $217,014 5,365 shares@ $40.45 avg price | New Position |
ENPHEnphase Energy Inc
| 0.02% | $206,498 1,857 shares@ $111.2 avg price | New Position |
UHALU Haul Holding Company
| 0.02% | $201,394 2,579 shares@ $78.09 avg price | New Position |