Suncoast Equity Management
Suncoast Equity Management reported 63 stocks worth $798M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are NVDA (9.9%), MSFT (7.0%) and GOOG (6.1%). Compared with Q1 2026, the fund opened new positions in AMAT, ASML and CSCO, added to AVGO, TEL and FICO, trimmed NVDA, MSFT and GOOG and sold out of INTU, SLDE and IWF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $79M | 9.9% | 395K | −38K (−9%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $56M | 7.0% | 150K | −15K (−9%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $49M | 6.1% | 139K | −33K (−19%) | 8 of 8 | |
| 4 |  V Visa Inc | $43.8M | 5.5% | 128K | −14K (−10%) | 8 of 8 | |
| 5 |  LLY Eli Lilly & Co | $42.9M | 5.4% | 36K | −3,224 (−8%) | 8 of 8 | |
| 6 |  AAPL Apple Inc | $40.2M | 5.0% | 139K | −25K (−15%) | 8 of 8 | |
| 7 |  GOOGL Alphabet Inc | $39.5M | 4.9% | 110K | −27K (−19%) | 8 of 8 | |
| 8 |  AVGO Broadcom Inc | $38.5M | 4.8% | 102K | +16K (+19%) | 5 of 8 | |
| 9 |  GWW Grainger W W Inc | $35.1M | 4.4% | 26K | −2,228 (−8%) | 8 of 8 | |
| 10 |  MCK Mckesson Corp | $33.9M | 4.2% | 45K | −3,788 (−8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 INTU Intuit | $29.1M | 67K |
 SLDE Slide Ins Hldgs Inc | $3.9M | 219K |
 IWF Ishares TR | $3.3M | 7,701 |
 TSCO Tractor Supply Co | $2.2M | 48K |
 BRK.A Berkshire Hathaway Inc Dclass A | $2.2M | 3 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Suncoast Equity Management 13F FAQ
What does Suncoast Equity Management own?
Suncoast Equity Management reported 63 stocks worth $798M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are NVDA (9.9%), MSFT (7.0%) and GOOG (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Suncoast Equity Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 4 added to, 51 trimmed and 39 sold out. New positions include AMAT, ASML and CSCO. It sold all of INTU, SLDE and IWF.
When will Suncoast Equity Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Suncoast Equity Management's portfolio worth?
The Q2 2026 filing reports $798M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.