§ 13F · FUND PROFILE
Suncoast Equity Management.
AUM · $798M (13F)Positions · 63Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 395K | $79M | 9.9% | −9% |
| 2 | MSFT | MICROSOFT CORP | 150K | $56M | 7.0% | −9% |
| 3 | GOOG | ALPHABET INC | 139K | $49M | 6.1% | −19% |
| 4 | V | VISA INC | 128K | $44M | 5.5% | −10% |
| 5 | LLY | ELI LILLY & CO | 36K | $43M | 5.4% | −8% |
| 6 | AAPL | APPLE INC | 139K | $40M | 5.0% | −15% |
| 7 | GOOGL | ALPHABET INC | 110K | $39M | 4.9% | −19% |
| 8 | AVGO | BROADCOM INC | 102K | $38M | 4.8% | +19% |
| 9 | GWW | WW GRAINGER INC | 26K | $35M | 4.4% | −8% |
| 10 | MCK | MCKESSON CORP | 45K | $34M | 4.2% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNCOAST SIGNAL
AC read
Suncoast Equity Management is a Other fund managing $798 million in assets. The fund runs a portfolio of 63 positions.
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