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Latest Suncoast Equity Management Stock Portfolio

$833Million– No. of Holdings #94

Suncoast Equity Management Performance:
2026 Q1: -7.23%YTD: -7.23%2025: 8.6%
Performance for 2026 Q1 is -7.23%, and YTD is -7.23%, and 2025 is 8.6%.

About Suncoast Equity Management and 13F Hedge Fund Stock Holdings

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Suncoast Equity Management reported an equity portfolio of $833.3 Millions as of 31 Mar, 2026.

The top stock holdings of Suncoast Equity Management are NVDA, MSFT, GOOG. The fund has invested 9.1% of it's portfolio in NVIDIA CORPORATION and 7.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off BOOKING HOLDINGS INC (BKNG), SALESFORCE INC (CRM) and ADOBE INC (ADBE) stocks. They significantly reduced their stock positions in COPART INC (CPRT), BROADRIDGE FINL SOLUTIONS IN (BR) and STATE STR SPDR S&P 500 ETF T (SPY). Suncoast Equity Management opened new stock positions in S&P GLOBAL INC (SPGI), AIRBNB INC (ABNB) and SERVICENOW INC (NOW). The fund showed a lot of confidence in some stocks as they added substantially to TJX COS INC NEW (TJX) and SLIDE INS HLDGS INC.
Suncoast Equity Management Equity Portfolio Value
Last Reported on: 08 May, 2026

Suncoast Equity Management Annual Return Estimates Vs S&P 500

Our best estimate is that Suncoast Equity Management made a return of -7.23% in the last quarter. In trailing 12 months, it's portfolio return was 6.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
s&p global inc22,696,200
airbnb inc16,965,700
servicenow inc14,523,100
aon plc14,328,200
te connectivity plc1,704,560
resmed inc1,678,660
cardinal health inc935,047
autodesk inc519,977
New stocks bought by Suncoast Equity Management

Additions

Ticker% Inc.
tjx cos inc new79.38
slide ins hldgs inc19.84
Additions to existing portfolio by Suncoast Equity Management

Reductions

Ticker% Reduced
copart inc-79.53
broadridge finl solutions in-66.54
state str spdr s&p 500 etf t-66.27
mcdonalds corp-61.18
edwards lifesciences corp-60.7
neurocrine biosciences inc-60.32
sprouts fmrs mkt inc-59.94
healthequity inc-59.75
Suncoast Equity Management reduced stake in above stock

Sold off

Ticker$ Sold
booking holdings inc-115,140,000
salesforce inc-68,404,500
adobe inc-44,884,100
yelp inc-1,284,280
grayscale ethereum trust etf-950,430
brown & brown inc-1,889,810
ishares bitcoin trust etf-743,162
netapp inc-1,405,170
Suncoast Equity Management got rid off the above stocks

Sector Distribution

Suncoast Equity Management has about 34% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Communication Services
  • Industrials
  • Others
  • Consumer Cyclical
Sector%
Technology34
Healthcare14.8
Financial Services13.7
Communication Services13.6
Industrials10.9
Others6.4
Consumer Cyclical5.7

Market Cap. Distribution

Suncoast Equity Management has about 94.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP52.1
LARGE-CAP42.2
UNALLOCATED5.4

Stocks belong to which Index?

About 91.2% of the stocks held by Suncoast Equity Management either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091.2
Others8.5
Top 5 Winners (%)%
tuhura biosciences inc
102.4 %
FDX
fedex corp
17.3 %
USFD
us foods hldg corp
15.8 %
MPWR
monolithic pwr sys inc
14.5 %
JNJ
johnson & johnson
14.2 %
Top 5 Winners ($)$
ETN
eaton corp plc
3.9 M
GWW
ww grainger inc
3.5 M
MCK
mckesson corp
3.4 M
FAST
fastenal co
1.1 M
TJX
tjx cos inc new
0.6 M
Top 5 Losers (%)%
FICO
fair isaac corp
-25.9 %
INTU
intuit
-25.6 %
SOUN
soundhound ai inc
-23.3 %
PNBK
patriot natl bancorp inc
-21.8 %
mira pharmaceuticals inc
-21.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-29.0 M
INTU
intuit
-24.0 M
V
visa inc
-10.6 M
LLY
eli lilly & co
-9.6 M
NVDA
nvidia corporation
-8.1 M

Suncoast Equity Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Suncoast Equity Management

Suncoast Equity Management has 94 stocks in it's portfolio. About 54.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ETN was the most profitable stock for Suncoast Equity Management last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions