Suncoast Equity Management — 13F Holdings & Portfolio
CIK 1315059 · latest 13F-HR filed 2026-05-08
Suncoast Equity Management manages $833.3M in 13F-reported U.S. long-equity assets across 101 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (9.07%), MSFT (7.36%), GOOG (5.91%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 20 new positions, exited 9, added to 11, and trimmed 53.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$833.3M
Long-equity book
101
Distinct positions
2026-03-31
Filed 2026-05-08
+20 / −9 / ↑11 / ↓53
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TJX COS INC NEW$15.5M +273.0%
- SLIDE INS HLDGS INC$2.2M +121.5%
- TRANE TECHNOLOGIES PLC$988.8K +27.2%
- FASTENAL CO$379.5K +8.1%
- EA SERIES TRUST$172.8K +5.6%
Top Trims
- MICROSOFT CORP-$22.3M -26.7%
- INTUIT-$17.7M -37.9%
- ELI LILLY & CO-$10.1M -21.9%
- NVIDIA CORPORATION-$9.6M -11.3%
- VISA INC-$9.2M -17.7%
New Positions
- S&P GLOBAL INC$22.7M
- AIRBNB INC$17.0M
- SERVICENOW INC$14.5M
- AON PLC$14.3M
- TE CONNECTIVITY PLC$1.7M
Exited Positions
- BOOKING HOLDINGS INC$57.6M
- SALESFORCE INC$34.2M
- ADOBE INC$22.4M
- BROWN & BROWN INC$944.9K
- NETAPP INC$702.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $75.6M | 9.07% | 433,458 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $61.3M | 7.36% | 165,619 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $49.2M | 5.91% | 171,537 | SH |
| 4 | VISA INC | V | 92826C839 | $42.8M | 5.14% | 141,644 | SH |
| 5 | MCKESSON CORP | MCK | 58155Q103 | $42.1M | 5.05% | 48,625 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $41.7M | 5.01% | 164,504 | SH |
| 7 | ALPHABET INC | GOOGL | 02079K305 | $39.4M | 4.73% | 137,155 | SH |
| 8 | STRYKER CORPORATION | SYK | 863667101 | $38.2M | 4.58% | 116,187 | SH |
| 9 | ELI LILLY & CO | LLY | 532457108 | $35.8M | 4.30% | 38,951 | SH |
| 10 | WW GRAINGER INC | GWW | 384802104 | $30.6M | 3.67% | 28,044 | SH |
| 11 | MASTERCARD INCORPORATED | MA | 57636Q104 | $30.1M | 3.61% | 60,264 | SH |
| 12 | INTUIT | INTU | 461202103 | $29.1M | 3.49% | 67,199 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $26.5M | 3.18% | 85,493 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $24.8M | 2.98% | 43,379 | SH |
| 15 | S&P GLOBAL INC | SPGI | 78409V104 | $22.7M | 2.72% | 53,360 | SH |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $21.7M | 2.60% | 45,279 | SH |
| 17 | EATON CORP PLC | ETN | G29183103 | $21.6M | 2.59% | 60,342 | SH |
| 18 | TJX COS INC NEW | TJX | 872540109 | $21.2M | 2.55% | 132,914 | SH |
| 19 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $18.3M | 2.19% | 89,916 | SH |
| 20 | AIRBNB INC | ABNB | 009066101 | $17.0M | 2.04% | 134,350 | SH |
| 21 | SERVICENOW INC | NOW | 81762P102 | $14.5M | 1.74% | 138,911 | SH |
| 22 | AON PLC | AON | G0403H108 | $14.3M | 1.72% | 44,390 | SH |
| 23 | AMPHENOL CORP | APH | 032095101 | $12.8M | 1.54% | 101,617 | SH |
| 24 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $11.9M | 1.43% | 165,842 | SH |
| 25 | CENCORA INC | COR | 03073E105 | $8.6M | 1.03% | 27,353 | SH |
| 26 | FASTENAL CO | FAST | 311900104 | $5.1M | 0.61% | 108,901 | SH |
| 27 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $4.6M | 0.56% | 11,101 | SH |
| 28 | SHERWIN WILLIAMS CO | SHW | 824348106 | $4.2M | 0.50% | 13,017 | SH |
| 29 | SLIDE INS HLDGS INC | SLDE | 831349105 | $3.9M | 0.47% | 219,295 | SH |
| 30 | ROLLINS INC | ROL | 775711104 | $3.9M | 0.47% | 73,500 | SH |
| 31 | CINTAS CORP | CTAS | 172908105 | $3.5M | 0.42% | 20,742 | SH |
| 32 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $3.3M | 0.40% | 19,038 | SH |
| 33 | ISHARES TR | IWF | 464287614 | $3.3M | 0.39% | 7,701 | SH |
| 34 | EA SERIES TRUST | SEMG | 02072Q580 | $3.2M | 0.39% | 134,425 | SH |
| 35 | BROADRIDGE FINL SOLUTIONS IN | BR | 11133T103 | $3.0M | 0.36% | 18,437 | SH |
| 36 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.4M | 0.29% | 3,676 | SH |
| 37 | TRACTOR SUPPLY CO | TSCO | 892356106 | $2.2M | 0.26% | 48,444 | SH |
| 38 | ITT INC | ITT | 45073V108 | $2.2M | 0.26% | 11,406 | SH |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.26% | 3 | SH |
| 40 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $1.8M | 0.21% | 8,983 | SH |
| 41 | TE CONNECTIVITY PLC | TEL | G87052109 | $1.7M | 0.20% | 8,155 | SH |
| 42 | CELESTICA INC | CLS | 15101Q207 | $1.7M | 0.20% | 6,045 | SH |
| 43 | RESMED INC | RMD | 761152107 | $1.7M | 0.20% | 7,478 | SH |
| 44 | HUBBELL INC | HUBB | 443510607 | $1.3M | 0.16% | 2,640 | SH |
| 45 | CORPAY INC | CPAY | 219948106 | $1.3M | 0.15% | 4,383 | SH |
| 46 | PAYCHEX INC | PAYX | 704326107 | $1.2M | 0.15% | 13,509 | SH |
| 47 | FAIR ISAAC CORP | FICO | 303250104 | $1.1M | 0.14% | 1,063 | SH |
| 48 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.13% | 5,183 | SH |
| 49 | MCDONALDS CORP | MCD | 580135101 | $1.0M | 0.12% | 3,240 | SH |
| 50 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $961.1K | 0.12% | 879 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $833.3M | 101 | 0001315059-26-000004 |
| 2025-12-31 | 2026-02-10 | $989.9M | 90 | 0001315059-26-000002 |