Suncoast Equity Management Portfolio Holdings

Suncoast Equity Management

  • $875 Million
  • Q4 2024

Suncoast Equity Management has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $875 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $74M, Nvidia Corp with a value of $73.5M, Apple Inc. with a value of $58.8M, Booking Holdings Inc. with a value of $53.5M, and Visa Inc. with a value of $47.3M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $862M to 875M.

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

Portfolio value $875 Million
Technology: $408 Million
Financial Services: $109 Million
Healthcare: $106 Million
Industrials: $90 Million
Communication Services: $78.2 Million
Consumer Cyclical: $69.3 Million
ETFs: $7.03 Million
Basic Materials: $4.45 Million
Other: $2.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.05T
$74 Million 8.46% of portfolio
175,663
Q4 2024 Reduced 0.95%
$324B
$73.5 Million 8.4% of portfolio
547,151
Q4 2024 Reduced 1.03%
$3.66T
$58.8 Million 6.73% of portfolio
234,947
Q4 2024 Reduced 1.64%
$194B
$53.5 Million 6.11% of portfolio
10,762
Q4 2024 Reduced 1.43%
$569B
$47.3 Million 5.41% of portfolio
149,822
Q4 2024 Reduced 1.67%
$1.14T
$47.3 Million 5.41% of portfolio
248,350
Q4 2024 Reduced 3.47%
$163B
$44.8 Million 5.12% of portfolio
71,266
Q4 2024 Reduced 1.7%
$243B
$44.2 Million 5.05% of portfolio
125,507
Q4 2024 Reduced 1.22%
$148B
$43.9 Million 5.02% of portfolio
121,950
Q4 2024 Added 1.41%
$326B
$43.6 Million 4.98% of portfolio
130,376
Q4 2024 Reduced 1.1%
$537B
$33.8 Million 3.87% of portfolio
64,221
Q4 2024 Reduced 1.46%
$835B
$32.3 Million 3.69% of portfolio
41,779
Q4 2024 Added 60.19%
$52.3B
$30.9 Million 3.53% of portfolio
29,284
Q4 2024 Reduced 1.13%
$1.11T
$30.2 Million 3.46% of portfolio
159,709
Q4 2024 Added 1.06%
$201B
$29.3 Million 3.35% of portfolio
66,001
Q4 2024 Reduced 1.95%
$127B
$29 Million 3.32% of portfolio
99,173
Q4 2024 Reduced 0.88%
$125B
$22.4 Million 2.56% of portfolio
67,503
Q4 2024 Reduced 0.84%
$614B
$21.6 Million 2.46% of portfolio
47,567
Q4 2024 Reduced 1.48%
$85.6B
$16.6 Million 1.89% of portfolio
29,045
Q4 2024 Reduced 1.52%
$37.1B
$5.86 Million 0.67% of portfolio
25,926
Q4 2024 Added 3.11%
$38.4B
$5.07 Million 0.58% of portfolio
27,407
Q4 2024 Added 2.2%
$93.4B
$4.45 Million 0.51% of portfolio
13,099
Q4 2024 Added 2.13%
$145B
$4.41 Million 0.5% of portfolio
36,520
Q4 2024 Added 2.14%
$113B
$4.08 Million 0.47% of portfolio
19,221
Q4 2024 Added 2.38%
$46.9B
$2.85 Million 0.33% of portfolio
1,434
Q4 2024 Added 10.65%
$5.88B
$2.53 Million 0.29% of portfolio
47,745
Q4 2024 Added 407.71%
$199B
$2.3 Million 0.26% of portfolio
15,154
Q4 2024 Added 1.08%
$20.5B
$2.22 Million 0.25% of portfolio
12,127
Q4 2024 Added 8.52%
$4.46B
$1.98 Million 0.23% of portfolio
9,761
Q4 2024 Added 10.08%
$221B
$1.98 Million 0.23% of portfolio
19,953
Q4 2024 Reduced 0.11%
$24.7B
$1.88 Million 0.22% of portfolio
40,625
Q4 2024 Added 2.47%
$80.3B
$1.92 Million 0.22% of portfolio
11,766
Q4 2024 New
$13.9B
$1.73 Million 0.2% of portfolio
30,220
Q4 2024 Added 7.97%
$30.7B
$1.63 Million 0.19% of portfolio
16,010
Q4 2024 Added 11.53%
$12.1B
$1.66 Million 0.19% of portfolio
11,595
Q4 2024 Added 11.81%
$217B
$1.24 Million 0.14% of portfolio
4,278
Q4 2024 Reduced 0.42%
$10.8B
$1.21 Million 0.14% of portfolio
7,140
Q4 2024 Added 11.74%
$21.5B
$1.12 Million 0.13% of portfolio
2,676
Q4 2024 Added 8.74%
$26.6B
$1.08 Million 0.12% of portfolio
5,770
Q4 2024 Added 6.75%
$42.3B
$942,000 0.11% of portfolio
13,110
Q4 2024 Added 10.87%
$33.3B
$781,000 0.09% of portfolio
3,715
Q4 2024 Added 8.94%
$2.33T
$776,000 0.09% of portfolio
3,539
Q4 2024 Added 11.85%
$60.7B
$800,000 0.09% of portfolio
1,540
Q4 2024 Added 11.11%
$43.5B
$806,000 0.09% of portfolio
10,893
Q4 2024 Added 14.6%
$22.3B
$731,000 0.08% of portfolio
3,560
Q4 2024 Added 9.37%
$66.6B
$666,000 0.08% of portfolio
2,370
Q3 2024 Reduced 0.84%
$2.78B
$721,000 0.08% of portfolio
18,640
Q4 2024 New
$417B
$600,000 0.07% of portfolio
1,543
Q4 2024 Reduced 3.98%
$10.1B
$607,000 0.07% of portfolio
14,146
Q4 2024 Added 12.27%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $875 Million
  • Prior Value $862 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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