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Suncoast Equity Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Suncoast Equity Management
报告期 2026-03-31 · CIK 0001315059
持仓数
101
前50大市值合计
$813.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 97 项
建仓 20
增持 13
减持 55
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
BKNG
BOOKING HOLDINGS INC
-$57.6M
0
-100%
清仓
CRM
SALESFORCE INC
-$34.2M
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$22.7M
53,360
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
ADBE
ADOBE INC
-$22.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$22.3M
165,619
-4%
减持
INTU
INTUIT
-$17.7M
67,199
-5%
建仓
ABNB
AIRBNB INC
+$17.0M
134,350
增持
TJX
TJX COS INC NEW
+$15.5M
132,914
+259%
建仓
NOW
SERVICENOW INC
+$14.5M
138,911
建仓
—
AON PLC
+$14.3M
44,390
减持
LLY
ELI LILLY & CO
-$10.1M
38,951
-9%
减持
NVDA
NVIDIA CORPORATION
-$9.6M
433,458
-5%
减持
V
VISA INC
-$9.2M
141,644
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$7.2M
89,916
-9%
减持
GOOG
ALPHABET INC
-$6.7M
171,537
-4%
减持
GOOGL
ALPHABET INC
-$6.2M
137,155
-6%
减持
MA
MASTERCARD INCORPORATED
-$6.0M
60,264
-5%
减持
META
META PLATFORMS INC
-$5.2M
43,379
-5%
减持
SYK
STRYKER CORPORATION
-$4.6M
116,187
-5%
减持
AAPL
APPLE INC
-$4.3M
164,504
-3%
减持
AVGO
BROADCOM INC
-$4.2M
85,493
-4%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$3.2M
18,437
-33%
增持
SLDE
SLIDE INS HLDGS INC
+$2.2M
219,295
+140%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
45,279
-4%
减持
UBER
UBER TECHNOLOGIES INC
-$1.9M
165,842
-2%
建仓
—
TE CONNECTIVITY PLC
+$1.7M
8,155
建仓
RMD
RESMED INC
+$1.7M
7,478
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.3M
3,676
-33%
减持
APH
AMPHENOL CORP
-$1.1M
101,617
-2%
减持
FICO
FAIR ISAAC CORP
-$1.1M
1,063
-19%
减持
GWW
WW GRAINGER INC
+$991.2K
28,044
-4%
增持
—
TRANE TECHNOLOGIES PLC
+$988.8K
11,101
+19%
减持
CTAS
CINTAS CORP
-$976.2K
20,742
-13%
清仓
BRO
BROWN & BROWN INC
-$944.9K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$935.0K
4,425
减持
CPRT
COPART INC
-$929.7K
14,890
-59%
减持
COR
CENCORA INC
-$921.1K
27,353
-3%
减持
MCK
MCKESSON CORP
+$854.5K
48,625
-3%
清仓
NTAP
NETAPP INC
-$702.6K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$684.1K
8,983
-2%
清仓
YELP
YELP INC
-$642.1K
0
-100%
减持
HURN
HURON CONSULTING GROUP INC
-$604.3K
6,928
-19%
减持
ROL
ROLLINS INC
-$590.3K
73,500
-2%
减持
IWF
ISHARES TR
-$526.8K
7,701
-4%
建仓
ADSK
AUTODESK INC
+$520.0K
2,172
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$499.6K
1,798
减持
CLS
CELESTICA INC
-$489.0K
6,045
-18%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$475.2K
0
-100%
减持
—
GENPACT LIMITED
-$403.6K
19,378
-19%
减持
IDXX
IDEXX LABS INC
-$397.6K
1,491
-18%
减持
—
CHECK POINT SOFTWARE TECH LT
-$389.6K
5,625
-13%
减持
FAST
FASTENAL CO
+$379.5K
108,901
-6%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$371.6K
0
-100%
减持
CPAY
CORPAY INC
-$349.6K
4,383
-19%
减持
VEEV
VEEVA SYS INC
-$339.6K
3,690
-17%
建仓
KO
COCA COLA CO
+$339.2K
4,460
减持
—
STERIS PLC
-$323.8K
3,485
-19%
减持
TSCO
TRACTOR SUPPLY CO
-$298.2K
48,444
-3%
减持
EW
EDWARDS LIFESCIENCES CORP
-$293.7K
10,345
-21%
减持
PAYX
PAYCHEX INC
-$286.5K
13,509
-1%
减持
HQY
HEALTHEQUITY INC
-$279.6K
9,250
-19%
减持
ITT
ITT INC
-$272.6K
11,406
-19%
减持
MCD
MCDONALDS CORP
-$268.5K
3,240
-22%
减持
MRSH
MARSH & MCLENNAN COS INC
-$263.5K
19,038
-1%
建仓
CAT
CATERPILLAR INC
+$240.5K
339
清仓
LMND
LEMONADE INC
-$213.5K
0
-100%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$211.9K
4,440
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$189.6K
4,035
-21%
减持
—
EATON CORP PLC
-$185.3K
60,342
-12%
减持
SHW
SHERWIN WILLIAMS CO
-$178.2K
13,017
-3%
建仓
UEC
URANIUM ENERGY CORP
+$175.5K
13,000
增持
SEMG
EA SERIES TRUST
+$172.8K
134,425
+20%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$154.3K
5,021
+0%
减持
HUBB
HUBBELL INC
-$138.0K
2,640
-18%
增持
JNJ
JOHNSON & JOHNSON
+$131.7K
2,133
+13%
减持
SFM
SPROUTS FMRS MKT INC
-$129.5K
5,800
-20%
减持
VOO
VANGUARD INDEX FDS
-$93.0K
636
-16%
减持
FDX
FEDEX CORP
+$92.1K
1,626
-4%
减持
TSLA
TESLA INC
-$90.1K
809
-7%
增持
WMT
WALMART INC
+$88.8K
5,557
+3%
减持
MIRA
MIRA PHARMACEUTICALS INC
-$59.0K
90,645
-12%
减持
HD
HOME DEPOT INC
-$37.5K
2,295
-0%
增持
PEP
PEPSICO INC
+$33.4K
1,926
+4%
增持
AMZN
AMAZON COM INC
-$30.1K
5,183
+8%
增持
QQQ
INVESCO QQQ TR
-$17.5K
778
+3%
建仓
—
VENTAS RLTY LTD PARTNERSHIP
+$15.1K
10,000
减持
MPWR
MONOLITHIC PWR SYS INC
-$13.3K
879
-18%
建仓
—
DUKE ENERGY CORP NEW
+$13.2K
12,000
建仓
—
MERITAGE HOMES CORP
+$12.6K
13,000
增持
DNP
DNP SELECT INCOME FD INC
+$12.4K
28,185
+1%
建仓
—
SOUTHERN CO
+$12.2K
11,000
建仓
—
GLOBAL PMTS INC
+$12.2K
14,000
建仓
—
ENVISTA HOLDINGS CORPORATION
+$12.0K
12,000
建仓
—
PARSONS CORP DEL
+$9.9K
10,000
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$6.5K
1,466
+0%
减持
USFD
US FOODS HLDG CORP
-$4.0K
8,925
-19%
增持
HIO
WESTERN ASSET HIGH INCOME OP
+$2.7K
20,036
+6%
