Institutions / Suncoast Equity Management
Suncoast Equity Management
CIK 1315059 · Institution · as of Mar 31, 2026
Portfolio value
$833.30M
Positions
101
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$833.30M-15.8%Positions
101+12.2%Top holdings
Mar 31, 2026View all 101 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $75.60M | 9.1% |
| Microsoft Corp | $61.31M | 7.4% |
| Alphabet Inc. | $49.21M | 5.9% |
| Visa Inc | $42.81M | 5.1% |
| McKesson Corp | $42.08M | 5.0% |
| Apple Inc. | $41.75M | 5.0% |
| Alphabet Inc. | $39.44M | 4.7% |
| Stryker Corp | $38.18M | 4.6% |
| ELI LILLY & Co | $35.83M | 4.3% |
| W.w. Grainger, Inc. | $30.59M | 3.7% |
| Mastercard Inc | $30.11M | 3.6% |
| Intuit Inc. | $29.06M | 3.5% |
| Broadcom Inc. | $26.46M | 3.2% |
| Meta Platforms Inc | $24.82M | 3.0% |
| S&P Global Inc. | $22.70M | 2.7% |
| Warren E. Buffett | $21.70M | 2.6% |
| Eaton Corp plc | $21.58M | 2.6% |
| TJX Cos Inc/The | $21.23M | 2.5% |
| Automatic Data Processing Inc | $18.27M | 2.2% |
| Airbnb, Inc. | $16.97M | 2.0% |
| ServiceNow Inc | $14.52M | 1.7% |
| Aon plc | $14.33M | 1.7% |
| Amphenol Corp /De | $12.84M | 1.5% |
| Uber Technologies, Inc | $11.93M | 1.4% |
| Cencora Inc | $8.59M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | Booking Holdings Inc Common stock | $-57.57M | -11K -100.00% | 0 | high |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-34.20M | -129K -100.00% | 0 | medium |
| Q1 2026 as of | New | S&P Global Inc. Common stock | $22.70M | +53K | 53,360 2.72% of portfolio | medium |
| Q1 2026 as of | Exit | Adobe Inc. Common stock | $-22.44M | -64K -100.00% | 0 | medium |
| Q1 2026 as of | New | Airbnb, Inc. Common stock | $16.97M | +134K | 134,350 2.04% of portfolio | medium |
| Q1 2026 as of | Add | TJX Cos Inc/The Common stock | $15.31M | +96K +258.76% | 132,914 2.55% of portfolio | medium |
| Q1 2026 as of | New | ServiceNow Inc Common stock | $14.52M | +139K | 138,911 1.74% of portfolio | medium |
| Q1 2026 as of | New | Aon plc Common stock | $14.33M | +44K | 44,390 1.72% of portfolio | medium |
| Q1 2026 as of | Trim | NVIDIA Corp Common stock | $-4.06M | -23K -5.10% | 433,458 9.07% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-3.46M | -4K -8.80% | 38,951 4.30% of portfolio | low |