Suncoast Equity Management has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $896 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $83.8M, Nvidia Corp with a value of $72.7M, Apple Inc. with a value of $53.1M, Alphabet Inc. with a value of $52.4M, and Intuit Inc with a value of $50.8M.
Examining the 13F form we can see an increase of $54.1M in the current position value, from $842M to 896M.
Below you can find more details about Suncoast Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$896 Million
Technology: $416 Million
Healthcare: $132 Million
Financial Services: $99.2 Million
Industrials: $83.9 Million
Communication Services: $81.3 Million
Consumer Cyclical: $71.1 Million
ETFs: $4.53 Million
Consumer Defensive: $4.15 Million
Other: $3.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions