Suncoast Equity Management

**Suncoast Equity Management** is a $990M-AUM manager maintaining a concentrated portfolio of 90 positions. The fund exhibits significant conviction in mega-cap technology and growth names, highlighted by top holdings including NVDA ($85.2M) and MSFT ($83.6M). Further allocations are weighted toward key sectors, notably with substantial positions in BKNG ($57.6M), GOOG ($55.9M), and V ($52.0M). This structure suggests a tactical, high-conviction approach targeting market leaders across the technology and consumer discretionary landscapes.

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