Suncoast Equity Management
Suncoast Equity Management reported 63 positions worth $798.4M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: NVDA (9.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $79.0M | 9.90% | 395,024 | — | — | |
| ▸ 2 | MSFT | SH | $56.0M | 7.02% | 150,237 | — | — | |
| ▸ 3 | GOOG | SH | $49.0M | 6.14% | 138,777 | — | — | |
| ▸ 4 | V | SH | $43.8M | 5.49% | 127,766 | — | — | |
| ▸ 5 | LLY | SH | $42.9M | 5.37% | 35,727 | — | — | |
| ▸ 6 | AAPL | SH | $40.2M | 5.04% | 139,049 | — | — | |
| ▸ 7 | GOOGL | SH | $39.5M | 4.94% | 110,436 | — | — | |
| ▸ 8 | AVGO | SH | $38.5M | 4.82% | 101,887 | — | — | |
| ▸ 9 | GWW | SH | $35.1M | 4.40% | 25,816 | — | — | |
| ▸ 10 | MCK | SH | $33.9M | 4.24% | 44,837 | — | — |
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Frequently Asked Questions
What stocks does Suncoast Equity Management hold as of Q2 2026?
Suncoast Equity Management reported 63 positions worth $798.4M in its Q2 2026 13F filing. Largest positions: NVDA (9.9%), MSFT (7.0%), GOOG (6.1%), V (5.5%) and LLY (5.4%).
What did Suncoast Equity Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Suncoast Equity Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.