Suncoast Equity Management - Q22026 Holdings

Suncoast Equity Management holds 63 stocks with a total portfolio value of $ 798.41M as of Q22026. In Q22026, Suncoast Equity Management added 8 new positions, increased stakes in 4 stocks, reduced 51 holdings, and fully exited 45 positions. The largest holding is Nvidia Corporation (NVDA), representing 9.90% of the total portfolio.