Suncoast Equity Management has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $842 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $77M, Nvidia Corp with a value of $51.8M, Intuit Inc with a value of $49.2M, Accenture PLC with a value of $45.4M, and Stryker Corp with a value of $44.7M.

Examining the 13F form we can see an increase of $86.5M in the current position value, from $755M to 842M.

Below you can find more details about Suncoast Equity Management portfolio as well as his latest detailed transactions.

Portfolio value $842 Million
Technology: $368 Million
Healthcare: $130 Million
Financial Services: $103 Million
Industrials: $93.9 Million
Consumer Cyclical: $67.6 Million
Communication Services: $65.9 Million
Consumer Defensive: $5 Million
Basic Materials: $4.19 Million
Other: $4.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $842 Million
  • Prior Value $755 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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