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Suncoast Equity Management

Updated 2 days ago

Managed by Suncoast Equity Management • Latest filing Q3 2026

Portfolio value
$805.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$989.9M
Q1 2026$833.3M
Q2 2026$798.4M
Q3 2026$805.9M

Top holdings

64 positions as of Q3 2026

View filing
N

NVIDIA CORPORATION

Value
$87.5M
Shares
383.2K
% Port
10.86%
M

MICROSOFT CORP

Value
$74.4M
Shares
145.0K
% Port
9.23%
G

ALPHABET INC

Value
$46.8M
Shares
137.3K
% Port
5.80%
A

APPLE INC

Value
$45.1M
Shares
135.5K
% Port
5.60%
V

VISA INC

Value
$44.5M
Shares
123.9K
% Port
5.52%
L

ELI LILLY & CO

Value
$39.9M
Shares
34.5K
% Port
4.95%
M

MCKESSON CORP

Value
$37.1M
Shares
43.5K
% Port
4.60%
G

ALPHABET INC

Value
$35.8M
Shares
104.1K
% Port
4.45%
A

BROADCOM INC

Value
$34.7M
Shares
98.9K
% Port
4.31%
G

WW GRAINGER INC

Value
$31.2M
Shares
25.1K
% Port
3.87%
M

MASTERCARD INCORPORATED

Value
$29.6M
Shares
53.8K
% Port
3.68%
A

AMPHENOL CORP

Value
$28.3M
Shares
335.2K
% Port
3.51%
M

META PLATFORMS INC

Value
$27.9M
Shares
38.5K
% Port
3.46%
S

STRYKER CORPORATION

Value
$27.1M
Shares
98.3K
% Port
3.36%
A

ASML HLDG NV

Value
$25M
Shares
13.8K
% Port
3.11%
E

EATON CORP PLC

Value
$22.8M
Shares
53.2K
% Port
2.84%
A

APPLIED MATLS INC

Value
$19.8M
Shares
38.7K
% Port
2.46%
A

AIRBNB INC

Value
$19.3M
Shares
120.2K
% Port
2.40%
S

S&P GLOBAL INC

Value
$18.6M
Shares
47.3K
% Port
2.31%
B

BERKSHIRE HATHAWAY INC DEL

Value
$18.1M
Shares
36.4K
% Port
2.25%

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Suncoast Equity Management (Suncoast Equity Management) Portfolio & 13F Holdings | Track13F