Long-term investor
Suncoast Equity Management @suncoastequitymanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001315059).
Record
- Tracked since 2025-06-30 (450 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +9.2% · 1 year n/a · all +10.7%
- Max drawdown n/a · win rate 39% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 9.9% · long · since 2025-06-30
- MSFT · 7.0% · long · since 2025-06-30
- 02079K107 · 6.1% · long · since 2025-06-30
- V · 5.5% · long · since 2025-06-30
- LLY · 5.4% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- GOOGL · 4.9% · long · since 2025-06-30
- AVGO · 4.8% · long · since 2025-06-30
- GWW · 4.4% · long · since 2025-06-30
- MCK · 4.2% · long · since 2025-06-30
- SYK · 4.2% · long · since 2025-06-30
- AMAT · 3.6% · long · since 2026-06-30