MOTLEY FOOL ASSET MANAGEMENT LLC Information

2000 DUKE ST, ALEXANDRIA, Virginia, 22314, (703) 254-1815

Report Date: 12/31/2013

Position Statistics

Total Positions 88
New Positions 7
Increased Positions 46
Decreased Positions 12
Positions with Activity 58
Sold Out Positions 8
Total Mkt Value (in $ millions) 394

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.4%
Capital Goods 4.22%
Conglomerates
Consumer Cyclical 6.51%
Consumer/Non-Cyclical 1.98%
Energy 3.94%
Financial 29.49%
Healthcare 7.58%
Services 18.1%
Technology 15.67%
Transportation 3.66%
Utilities 2.5%

88 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL A 15,442 763 5.20 81
MARKEL CORP COM 14,950 2,724 22.28 24,150
WELLPOINT INC COM 12,089 1,840 17.95 131,397
UNDER ARMOUR INC CL A 12,088 New 227,820
HDFC BANK LTD ADR REPS 3 SHS 11,886 1,835 18.25 291,550
LOEWS CORP COM 10,644 1,406 15.22 242,190
BAIDU INC SPON ADR REP A 10,610 -343 (3.13) 68,100
NATUS MEDICAL INC DEL COM 10,592 New 436,600
BANCO LATINOAMERICANO DE COME SHS E 10,252 2,225 27.72 389,365
WILLIAMS SONOMA INC COM 9,909 7,176 262.56 158,800
INTEL CORP COM 9,356 9,356 New 346,000
SBA COMMUNICATIONS CORP COM 9,208 342 3.86 101,000
APPLE INC COM 8,740 New 16,650
CREDICORP LTD COM 8,684 1,200 16.04 61,500
INFINERA CORPORATION COM 8,367 1,724 25.95 970,600
HCC INS HLDGS INC COM 7,954 New 175,200
CHIPOTLE MEXICAN GRILL INC COM 7,898 -2,078 (20.83) 15,200
COSTCO WHSL CORP NEW COM 7,725 227 3.03 68,058
DENBURY RES INC COM NEW 7,456 431 6.14 432,500
AMERICAN TOWER CORP NEW COM 7,124 New 86,200