SAWGRASS ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KDP | 395K | $10.40M |
 | EXEL | 292K | $12.52M |
 | CMCSA | 231K | $6.62M |
 | NVDA | 186K | $32.43M |
 | CPRT | 163K | $5.41M |
 | AAPL | 154K | $39.02M |
 | AMZN | 143K | $29.79M |
 | INCY | 134K | $12.57M |
 | FTNT | 133K | $10.91M |
 | GOOGL | 106K | $30.57M |
 | MSFT | 94K | $34.80M |
 | AVGO | 84K | $26.04M |
 | ZTS | 74K | $8.75M |
 | BRO | 69K | $4.53M |
 | APH | 63K | $7.93M |
 | QCOM | 55K | $7.14M |
 | PG | 53K | $7.63M |
 | ORLY | 52K | $4.77M |
 | ANET | 51K | $6.28M |
 | MYPS | 45K | $21.07K |
Keurig Dr Pepper Inc.
KDP
Shares Held
395K
Value
$10.40M
Exelixis, Inc.
EXEL
Shares Held
292K
Value
$12.52M
Comcast Corporation
CMCSA
Shares Held
231K
Value
$6.62M
NVIDIA Corporation
NVDA
Shares Held
186K
Value
$32.43M
Copart, Inc.
CPRT
Shares Held
163K
Value
$5.41M
Apple Inc.
AAPL
Shares Held
154K
Value
$39.02M
Amazon.com, Inc.
AMZN
Shares Held
143K
Value
$29.79M
Incyte Corporation
INCY
Shares Held
134K
Value
$12.57M
Fortinet, Inc.
FTNT
Shares Held
133K
Value
$10.91M
Alphabet Inc.
GOOGL
Shares Held
106K
Value
$30.57M
Microsoft Corporation
MSFT
Shares Held
94K
Value
$34.80M
Broadcom Inc.
AVGO
Shares Held
84K
Value
$26.04M
Zoetis Inc.
ZTS
Shares Held
74K
Value
$8.75M
Brown & Brown, Inc.
BRO
Shares Held
69K
Value
$4.53M
Amphenol Corporation
APH
Shares Held
63K
Value
$7.93M
QUALCOMM Incorporated
QCOM
Shares Held
55K
Value
$7.14M
The Procter & Gamble Company
PG
Shares Held
53K
Value
$7.63M
O'Reilly Automotive, Inc.
ORLY
Shares Held
52K
Value
$4.77M
Arista Networks, Inc.
ANET
Shares Held
51K
Value
$6.28M
PLAYSTUDIOS, Inc.
MYPS
Shares Held
45K
Value
$21.07K