Sawgrass Asset Management LLC - Q42025 Holdings

Sawgrass Asset Management LLC holds 187 stocks with a total portfolio value of $ 800.01M as of Q42025. In Q42025, Sawgrass Asset Management LLC added 21 new positions, increased stakes in 48 stocks, reduced 57 holdings, and fully exited 13 positions. The largest holding is Microsoft Corp (MSFT), representing 5.84% of the total portfolio.