13F Insight
DOSSIER · 13F-HR · Q2 2026

SAWGRASS ASSET MANAGEMENT LLC

$757M in tracked AUM across 193 positions as of Q2 2026.

SA
CIK 0001105467 · last filed Jun 30, 2026
Total AUM
$757M
as of Q2 2026
Holdings
193
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SAWGRASS ASSET MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$43M150K5.7%02
NVDA
NVIDIA CORPORATION
$40M201K5.3%03
MSFT
MICROSOFT CORP
$35M93K4.6%04
GOOGL
ALPHABET INC
$35M97K4.6%05
AMZN
AMAZON COM INC
$33M140K4.4%06
AVGO
BROADCOM INC
$31M82K4.1%07
AMD
ADVANCED MICRO DEVICES INC
$23M40K3.1%08
AMAT
APPLIED MATLS INC
$20M28K2.7%09
KLAC
KLA CORP
$19M64K2.6%10
V
VISA INC
$18M53K2.4%

Filing history

2026Q2Jun 30
$757M▲ 14.0%
193 positionsView →2026Q1Mar 31
$664M▼ 17.0%
193 positionsView →2025Q4Dec 31
$800M▼ 1.2%
187 positionsView →2025Q3Sep 30
$810M▼ 7.9%
179 positionsView →2025Q2Jun 30
$880M▲ 7.9%
181 positionsLocked2025Q1Mar 31
$816M▼ 10.5%
176 positionsLocked2024Q4Dec 31
$911M▼ 5.2%
171 positionsLocked2024Q3Sep 30
$961M▲ 4.2%
180 positionsLocked2024Q2Jun 30
$923M▲ 0.9%
178 positionsLocked2024Q1Mar 31
$914M▲ 3.0%
188 positionsLocked2023Q4Dec 31
$887M▲ 7.9%
202 positionsLocked2023Q3Sep 30
$822M▲ 1.2%
196 positionsLocked
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