Suncoast Equity Management - Q12026 Holdings

Suncoast Equity Management holds 100 stocks with a total portfolio value of $ 833.3M as of Q12026. In Q12026, Suncoast Equity Management added 19 new positions, increased stakes in 2 stocks, reduced 79 holdings, and fully exited 9 positions. The largest holding is Nvidia Corporation (NVDA), representing 9.07% of the total portfolio.