Sawgrass Asset Management LLC Purchases and Sells in Q2 2025

Sawgrass Asset Management LLC

$872 Million
Q2 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	27.5K + 17.71%	$167.32 - $223.3 $4.6M - $6.14M	183K $40.1M
CRM	33.3K + 3379.51%	$236.26 - $291.15 $7.87M - $9.7M	34.3K $9.36M
NOW	5.18K + 32.65%	$721.65 - $1040.18 $3.74M - $5.39M	21.1K $21.6M
NFLX	3.31K + 52.88%	$855.86 - $1339.13 $2.83M - $4.44M	9.58K $12.8M
AME	35.3K + 68.41%	$151.41 - $182.75 $5.34M - $6.45M	86.9K $15.7M
AMGN	25.7K + 122.79%	$262.28 - $309.85 $6.75M - $7.97M	46.7K $13M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTNT	93.7K New	$84.71 - $108.69 $7.93M - $10.2M	93.7K $9.9M
KDP	245K New	$32.56 - $35.71 $7.98M - $8.76M	245K $8.11M
FISV	55.3K New	N/A	55.3K $6.93M
KMB	51.4K New	$126.84 - $145.22 $6.52M - $7.47M	51.4K $6.63M
PGR	23.5K New	$255.27 - $288.74 $5.99M - $6.78M	23.5K $6.26M
WMT	14.3K New	$81.79 - $99.98 $1.17M - $1.43M	14.3K $1.4M

Top Sells

Reduced Positions

98 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADBE	-40K - 98.47%	$340.0 - $420.68 $13.6M - $16.8M	621 $240K
PEP	-83.2K - 92.1%	$128.02 - $151.37 $10.6M - $12.6M	7.14K $942K
ABBV	-50.4K - 80.48%	$170.16 - $206.27 $8.57M - $10.4M	12.2K $2.27M
UNH	-18.5K - 87.76%	$274.35 - $599.47 $5.08M - $11.1M	2.59K $806K
AAPL	-23.8K - 11.6%	$172.42 - $223.89 $4.1M - $5.33M	182K $37.2M
MCD	-20.5K - 39.96%	$285.55 - $321.23 $5.84M - $6.57M	30.7K $8.98M

Activity Summary All Purchases 58 New Holdings 13 Increased Positions 45 All Sells 98 Reductions 98 Sold out 0 Calls 0 Puts 0

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