SAWGRASS ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KDP | 327K | $8.34M |
 | EXEL | 246K | $10.18M |
 | NVDA | 201K | $37.48M |
 | CSCO | 194K | $13.24M |
 | CPRT | 177K | $7.98M |
 | AAPL | 168K | $42.79M |
 | AMZN | 154K | $33.90M |
 | FTNT | 146K | $12.26M |
 | GOOGL | 112K | $27.33M |
 | AVGO | 110K | $36.44M |
 | INCY | 99K | $8.41M |
 | MSFT | 95K | $49.44M |
 | ANET | 93K | $13.50M |
 | ZTS | 73K | $10.63M |
 | AMD | 67K | $10.77M |
 | EA | 63K | $12.73M |
 | PCTY | 57K | $9.16M |
 | BRO | 55K | $5.20M |
 | AMAT | 47K | $9.70M |
 | TJX | 47K | $6.77M |
Keurig Dr Pepper Inc.
KDP
Shares Held
327K
Value
$8.34M
Exelixis, Inc.
EXEL
Shares Held
246K
Value
$10.18M
NVIDIA Corporation
NVDA
Shares Held
201K
Value
$37.48M
Cisco Systems, Inc.
CSCO
Shares Held
194K
Value
$13.24M
Copart, Inc.
CPRT
Shares Held
177K
Value
$7.98M
Apple Inc.
AAPL
Shares Held
168K
Value
$42.79M
Amazon.com, Inc.
AMZN
Shares Held
154K
Value
$33.90M
Fortinet, Inc.
FTNT
Shares Held
146K
Value
$12.26M
Alphabet Inc.
GOOGL
Shares Held
112K
Value
$27.33M
Broadcom Inc.
AVGO
Shares Held
110K
Value
$36.44M
Incyte Corporation
INCY
Shares Held
99K
Value
$8.41M
Microsoft Corporation
MSFT
Shares Held
95K
Value
$49.44M
Arista Networks, Inc.
ANET
Shares Held
93K
Value
$13.50M
Zoetis Inc.
ZTS
Shares Held
73K
Value
$10.63M
Advanced Micro Devices, Inc.
AMD
Shares Held
67K
Value
$10.77M
Electronic Arts Inc.
EA
Shares Held
63K
Value
$12.73M
Paylocity Holding Corporation
PCTY
Shares Held
57K
Value
$9.16M
Brown & Brown, Inc.
BRO
Shares Held
55K
Value
$5.20M
Applied Materials, Inc.
AMAT
Shares Held
47K
Value
$9.70M
The TJX Companies, Inc.
TJX
Shares Held
47K
Value
$6.77M