Suncoast Equity Management: 13F holdings
CIK 13150592026Q2
| Positions | 63 |
|---|
| Reported value | $798.4m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 63 (-38 vs prior quarter) |
|---|
| Reported value | $798.4m (-4.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 395,024 | $79.0m | 9.9% |
| MSFT MICROSOFT CORP | 150,237 | $56.0m | 7.0% |
| GOOG ALPHABET INC | 138,777 | $49.0m | 6.1% |
| V VISA INC | 127,766 | $43.8m | 5.5% |
| LLY ELI LILLY & CO | 35,727 | $42.9m | 5.4% |
| AAPL APPLE INC | 139,049 | $40.2m | 5.0% |
| GOOGL ALPHABET INC | 110,436 | $39.5m | 4.9% |
| AVGO BROADCOM INC | 101,887 | $38.5m | 4.8% |
| GWW WW GRAINGER INC | 25,816 | $35.1m | 4.4% |
| MCK MCKESSON CORP | 44,837 | $33.9m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1315059")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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