account_balance
Investment manager · 13F filer · SEC CIK 1105467
Sawgrass Asset Management LLC
Reported value$756Mas of Sep 30, 2026
Positions181 8 new, 20 sold out
Top 10 weight41.7%AAPL alone is 7%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.5%
MSFTMicrosoft Corp
6.3%
NVDANVIDIA Corp
5.9%Trimmed −2%
GOOGLAlphabet Inc.
5.4%Added +22%
AVGOBroadcom Inc.
3.8%
AMDAdvanced Micro Devices Inc
3.3%
METAMeta Platforms, Inc.
3.1%Added +37%
EXELExelixis, Inc.
2.5%
INCYIncyte Corp
2.4%
AMZNAmazon.com Inc
2.4%Trimmed −48%
LLYELI Lilly & Co
2.3%
MUMicron Technology Inc
2.2%Added +404%
AAPLApple Inc.
6.5%
MSFTMicrosoft Corp
6.3%
NVDANVIDIA Corp
5.9%−2%
GOOGLAlphabet Inc.
5.4%+22%
AVGOBroadcom Inc.
3.8%
AMDAdvanced Micro Devices Inc
3.3%
METAMeta Platforms, Inc.
3.1%
EXELExelixis, Inc.
2.5%
INCYAMZNLLY2.3%MU2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.5% HeldMSFT Microsoft Corp 6.3% HeldNVDA NVIDIA Corp 5.9% Trimmed −2%GOOGL Alphabet Inc. 5.4% Added +22%AVGO Broadcom Inc. 3.8% HeldAMD Advanced Micro Devices Inc 3.3% HeldMETA Meta Platforms, Inc. 3.1% Added +37%EXEL Exelixis, Inc. 2.5% HeldINCY Incyte Corp 2.4% HeldAMZN Amazon.com Inc 2.4% Trimmed −48%LLY ELI Lilly & Co 2.3% HeldMU Micron Technology Inc 2.2% Added +404%
What changed
Biggest moves since Jun 30, 2026
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