13F Insight
DOSSIER · 13F-HR · Q1 2026

Suncoast Equity Management

$833M in tracked AUM across 101 positions as of Q1 2026.

SE
CIK 0001315059 · last filed Mar 31, 2026
Total AUM
$833M
as of Q1 2026
Holdings
101
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Suncoast Equity Management filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$76M433K9.1%02
MSFT
MICROSOFT CORP
$61M166K7.4%03
GOOG
ALPHABET INC
$49M172K5.9%04
V
VISA INC
$43M142K5.1%05
MCK
MCKESSON CORP
$42M49K5.0%06
AAPL
APPLE INC
$42M165K5.0%07
GOOGL
ALPHABET INC
$39M137K4.7%08
SYK
STRYKER CORPORATION
$38M116K4.6%09
LLY
ELI LILLY & CO
$36M39K4.3%10
GWW
WW GRAINGER INC
$31M28K3.7%

Filing history

2026Q1Mar 31
$833M▼ 15.8%
101 positionsView →2025Q4Dec 31
$990M▼ 1.3%
90 positionsView →2025Q3Sep 30
$1.0B▲ 2.6%
90 positionsView →2025Q2Jun 30
$977M▲ 10.4%
85 positionsLocked2025Q1Mar 31
$885M▼ 1.2%
82 positionsLocked2024Q4Dec 31
$896M▲ 2.1%
76 positionsLocked2024Q3Sep 30
$877M▼ 2.9%
74 positionsLocked2024Q2Jun 30
$904M▲ 6.0%
71 positionsLocked2024Q1Mar 31
$852M▲ 12.5%
72 positionsLocked2023Q4Dec 31
$757M▲ 14.5%
72 positionsLocked2023Q3Sep 30
$662M▼ 0.7%
73 positionsLocked2023Q2Jun 30
$666M▲ 11.9%
73 positionsLocked
Showing 12 of 84