Sawgrass Asset Management LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $872 Million distributed in 181 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $55.1M, Amazon Com Inc with a value of $40.1M, Nvidia Corp with a value of $38.7M, Broadcom Inc. with a value of $37.9M, and Apple Inc. with a value of $37.2M.
Examining the 13F form we can see an increase of $60M in the current position value, from $812M to 872M.
Below you can find more details about Sawgrass Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$872 Million
Technology: $297 Million
ETFs: $121 Million
Healthcare: $107 Million
Consumer Cyclical: $93.8 Million
Financial Services: $83.6 Million
Communication Services: $79.3 Million
Industrials: $54.1 Million
Consumer Defensive: $27.3 Million
Other: $7.58 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
