Suncoast Equity Management
SEC Form 13F institutional filer · CIK 0001315059
13F-HR · 70 reported holdings · 2026-03-31
Suncoast Equity Management is a registered investment advisor.
Reported long-US-equity value
$0.82B
Top-10 concentration
56.0%
Suncoast Equity Management — $815M AUM allocation strategy
Suncoast Equity Management files SEC Form 13F and reports $815M of long US equity value across 70 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 28.8%, followed by Financials 14.4% and Health Care 14.2%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Suncoast Equity Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$815M
total across 70 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$TJX +95.9K sh · +$9.84M+$TT +1.75K sh · −$2.65M+$AMZN +376 sh · −$1.14M
Biggest trims (shares)
−$NVDA −23.3K sh · −$94.8M−$CPRT −21.5K sh · −$2.35M−$BR −9.11K sh · −$9.3M
Exited to nil (held last quarter, gone now)
$BKNG ($115M last qtr)$CRM ($68.4M last qtr)$ADBE ($44.9M last qtr)$BRO ($1.89M last qtr)$NTAP ($1.41M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.0%—
- Semiconductors12.5%—
- Transaction & Payment Processing Services9.0%—
- Systems Software7.5%—
- Health Care Distributors5.2%—
- Technology Hardware, Storage & Peripherals5.2%—
- Health Care Equipment4.7%—
- Pharmaceuticals4.4%—
- Other holdings37.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 433K | $75.6M | -23.3K | 9.3% |
| $MSFT | Microsoft Corporation | 166K | $61.3M | -7.3K | 7.5% |
| $GOOGL | Alphabet Inc | 172K | $49.2M | -6.49K | 6.0% |
| $V | Visa Inc | 142K | $42.8M | -6.75K | 5.3% |
| $MCK | McKesson Corporation | 48.6K | $42.1M | -1.63K | 5.2% |
| $AAPL | Apple Inc | 165K | $41.7M | -4.87K | 5.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 137K | $39.4M | -8.68K | 4.8% |
| $SYK | Stryker Corporation | 116K | $38.2M | -5.61K | 4.7% |
| $LLY | Eli Lilly and Company | 39K | $35.8M | -3.76K | 4.4% |
| $GWW | W.W. Grainger Inc | 28K | $30.6M | -1.29K | 3.8% |
…and 60 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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