Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Suncoast Equity Management Stock Portfolio

Suncoast Equity Management Performance:
2025 Q4: 1.95%YTD: 8.36%2024: 20.7%
Performance for 2025 Q4 is 1.95%, and YTD is 8.36%, and 2024 is 20.7%.

About Suncoast Equity Management and 13F Hedge Fund Stock Holdings

On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Suncoast Equity Management reported an equity portfolio of $2 Billions as of 31 Dec, 2025.

The top stock holdings of Suncoast Equity Management are NVDA, MSFT, BKNG. The fund has invested 8.6% of it's portfolio in NVIDIA CORPORATION and 8.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off FISERV INC, ZOETIS INC (ZTS) and OKLO INC (ALCC) stocks. Suncoast Equity Management opened new stock positions in AMPHENOL CORP NEW (APH), SLIDE INS HLDGS INC and NEUROCRINE BIOSCIENCES INC (NBIX). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), HEALTHEQUITY INC (HQY) and CINTAS CORP (CTAS).

Suncoast Equity Management Annual Return Estimates Vs S&P 500

Our best estimate is that Suncoast Equity Management made a return of 1.95% in the last quarter. In trailing 12 months, it's portfolio return was 8.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amphenol corp new27,901,000
slide ins hldgs inc3,564,610
neurocrine biosciences inc1,442,410
lemonade inc427,080
grab holdings limited199,600
New stocks bought by Suncoast Equity Management

Additions

Ticker% Inc.
broadcom inc266
healthequity inc213
cintas corp207
huron consulting group inc200
spdr s&p 500 etf tr163
ishares bitcoin trust etf150
ea series trust140
ishares tr132
Additions to existing portfolio by Suncoast Equity Management

Reductions

None of the existing positions were reduced by Suncoast Equity Management

Sold off

Ticker$ Sold
fiserv inc-27,919,000
zoetis inc-1,847,210
nice ltd-1,285,210
oklo inc-282,982
oracle corp-222,587
Suncoast Equity Management got rid off the above stocks

Sector Distribution

Suncoast Equity Management has about 39.6% of it's holdings in Technology sector.

Sector%
Technology39.6
Healthcare13.8
Communication Services13.4
Industrials10
Financial Services9.5
Consumer Cyclical7.5
Others5.7

Market Cap. Distribution

Suncoast Equity Management has about 94.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP58
LARGE-CAP36.8
UNALLOCATED4.7

Stocks belong to which Index?

About 91.8% of the stocks held by Suncoast Equity Management either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50091.8
Others7.8
Top 5 Winners (%)%
LLY
eli lilly & co
27.9 %
PNBK
patriot natl bancorp inc
27.3 %
GOOG
alphabet inc
22.6 %
GOOG
alphabet inc
22.1 %
FDX
fedex corp
16.3 %
Top 5 Winners ($)$
GOOG
alphabet inc
20.6 M
LLY
eli lilly & co
20.1 M
GOOG
alphabet inc
16.5 M
CRM
salesforce inc
5.4 M
AAPL
apple inc
4.4 M
Top 5 Losers (%)%
tuhura biosciences inc
-63.1 %
SOUN
soundhound ai inc
-31.5 %
grayscale ethereum trust etf
-23.4 %
SFM
sprouts fmrs mkt inc
-21.8 %
VEEV
veeva sys inc
-20.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-9.0 M
ETN
eaton corp plc
-5.8 M
ADP
automatic data processing in
-5.4 M
META
meta platforms inc
-5.1 M
UBER
uber technologies inc
-4.2 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 90 stocks in it's portfolio. About 56.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Suncoast Equity Management last quarter.

Last Reported on: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions