Holdings
Sawgrass Asset Management LLC
As of Jun 30, 2026, Sawgrass Asset Management LLC reported 145 positions worth US$693M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 150K | US$43.4M | −3,750 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 117K | US$41.7M | −10,355 | Jun 30, 2026 |
| Nvidia Corporation | 201K | US$40.1M | +14,525 | Jun 30, 2026 |
| Microsoft Corp. | 92,642 | US$34.6M | −1,360 | Jun 30, 2026 |
| Amazon.com, Inc. | 140K | US$33.4M | −3,012 | Jun 30, 2026 |
| Broadcom Inc. | 82,019 | US$31M | −2,104 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 40,440 | US$23.5M | −59 | Jun 30, 2026 |
| Applied Materials, Inc. | 28,062 | US$20.3M | −4,821 | Jun 30, 2026 |
| Kla Corporation | 64,132 | US$19.3M | +57,715 | Jun 30, 2026 |
| Visa Inc. | 53,217 | US$18.3M | +20,197 | Jun 30, 2026 |