SAWGRASS ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KDP | 405K | $11.34M |
 | EXEL | 301K | $13.17M |
 | CMCSA | 238K | $7.12M |
 | NVDA | 191K | $35.65M |
 | CPRT | 168K | $6.58M |
 | AAPL | 158K | $42.95M |
 | AMZN | 147K | $33.94M |
 | INCY | 138K | $13.59M |
 | FTNT | 138K | $10.92M |
 | CSCO | 106K | $8.19M |
 | GOOGL | 102K | $31.87M |
 | MSFT | 97K | $46.72M |
 | AVGO | 87K | $29.95M |
 | BRO | 71K | $5.67M |
 | APH | 64K | $8.71M |
 | ZTS | 58K | $7.24M |
 | PG | 54K | $7.75M |
 | NOW | 53K | $8.18M |
 | ANET | 53K | $6.90M |
 | NFLX | 45K | $4.23M |
Keurig Dr Pepper Inc.
KDP
Shares Held
405K
Value
$11.34M
Exelixis, Inc.
EXEL
Shares Held
301K
Value
$13.17M
Comcast Corporation
CMCSA
Shares Held
238K
Value
$7.12M
NVIDIA Corporation
NVDA
Shares Held
191K
Value
$35.65M
Copart, Inc.
CPRT
Shares Held
168K
Value
$6.58M
Apple Inc.
AAPL
Shares Held
158K
Value
$42.95M
Amazon.com, Inc.
AMZN
Shares Held
147K
Value
$33.94M
Incyte Corporation
INCY
Shares Held
138K
Value
$13.59M
Fortinet, Inc.
FTNT
Shares Held
138K
Value
$10.92M
Cisco Systems, Inc.
CSCO
Shares Held
106K
Value
$8.19M
Alphabet Inc.
GOOGL
Shares Held
102K
Value
$31.87M
Microsoft Corporation
MSFT
Shares Held
97K
Value
$46.72M
Broadcom Inc.
AVGO
Shares Held
87K
Value
$29.95M
Brown & Brown, Inc.
BRO
Shares Held
71K
Value
$5.67M
Amphenol Corporation
APH
Shares Held
64K
Value
$8.71M
Zoetis Inc.
ZTS
Shares Held
58K
Value
$7.24M
The Procter & Gamble Company
PG
Shares Held
54K
Value
$7.75M
ServiceNow, Inc.
NOW
Shares Held
53K
Value
$8.18M
Arista Networks, Inc.
ANET
Shares Held
53K
Value
$6.90M
Netflix, Inc.
NFLX
Shares Held
45K
Value
$4.23M