Suncoast Equity Management has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $990 Million distributed in 90 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $91.2M, Nvidia Corp with a value of $86.9M, Booking Holdings Inc. with a value of $59.2M, Alphabet Inc. with a value of $56.2M, and Visa Inc. with a value of $51.7M.
Examining the 13F form we can see an increase of $32M in the current position value, from $958M to 990M.
Below you can find more details about Suncoast Equity Management portfolio as well as his latest detailed transactions.
Portfolio value
$990 Million
Technology: $405 Million
Communication Services: $135 Million
Healthcare: $131 Million
Financial Services: $122 Million
Industrials: $105 Million
Consumer Cyclical: $77.7 Million
ETFs: $7.38 Million
Basic Materials: $4.71 Million
Other: $2.53 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
