Suncoast Equity Management - Q32026 Holdings

Suncoast Equity Management holds 64 stocks with a total portfolio value of $ 805.92M as of Q32026. In Q32026, Suncoast Equity Management added 4 new positions, increased stakes in 25 stocks, reduced 33 holdings, and fully exited 3 positions. The largest holding is Nvidia Corporation (NVDA), representing 10.86% of the total portfolio.