SAWGRASS ASSET MANAGEMENT LLC: 13F holdings
CIK 11054672026Q2
| Positions | 193 |
|---|
| Reported value | $757.3m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 193 (+0 vs prior quarter) |
|---|
| Reported value | $757.3m (+14.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 149,990 | $43.4m | 5.7% |
| NVDA NVIDIA CORPORATION | 200,504 | $40.1m | 5.3% |
| MSFT MICROSOFT CORP | 92,642 | $34.6m | 4.6% |
| GOOGL ALPHABET INC | 96,598 | $34.5m | 4.6% |
| AMZN AMAZON COM INC | 140,037 | $33.4m | 4.4% |
| AVGO BROADCOM INC | 82,019 | $31.0m | 4.1% |
| AMD ADVANCED MICRO DEVICES INC | 40,440 | $23.5m | 3.1% |
| AMAT APPLIED MATLS INC | 28,062 | $20.3m | 2.7% |
| KLAC KLA CORP | 64,132 | $19.3m | 2.6% |
| V VISA INC | 53,217 | $18.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1105467")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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