Suncoast Equity Management
CIK 1315059
13F filing for Q2 2026・No. 2,954
- Holdings
- US$798.41M
- Quarter change
- −US$34.89M
- Entries
- 63
- Net bought (estimate)
- −US$109.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 39
- Cut 51
- Added 4
- Corporate actions 0
- Unchanged 0
Largest holdings
63 stocks worth US$798.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 395,024 | US$79.04M | 9.90% |
| MSFTMicrosoftCOM | Cut | 150,237 | US$56.04M | 7.02% |
| GOOGALPHABET INCCAP STK CL C | Cut | 138,777 | US$49.03M | 6.14% |
| VVISA INCCOM CL A | Cut | 127,766 | US$43.84M | 5.49% |
| LLYELI LILLY & COCOM | Cut | 35,727 | US$42.85M | 5.37% |
| AAPLAppleCOM | Cut | 139,049 | US$40.24M | 5.04% |
| GOOGLAlphabetCAP STK CL A | Cut | 110,436 | US$39.47M | 4.94% |
| AVGOBroadcomCOM | Added | 101,887 | US$38.49M | 4.82% |
| GWWWW GRAINGER INCCOM | Cut | 25,816 | US$35.12M | 4.40% |
| MCKMCKESSON CORPCOM | Cut | 44,837 | US$33.88M | 4.24% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.