SAWGRASS ASSET MANAGEMENT LLC 13F Holdings

CIK 0001105467 · JACKSONVILLE BEACH, FL

As of Sep 30, 2025, SAWGRASS ASSET MANAGEMENT LLC reported 179 positions worth $809.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology95,462$49.4M6.11%
APPLE INCAAPLTechnology168,061$42.8M5.28%
NVIDIA CORPNVDATechnology200,896$37.5M4.63%
BROADCOM INCAVGOTechnology110,468$36.4M4.50%
AMAZON.COM INCAMZNEquity154,387$33.9M4.19%
SCHWAB US LARGE-CAP ETFSCHXEquity1,076,957$28.4M3.50%
ALPHABET INCGOOGLEquity112,421$27.3M3.38%
META PLATFORMS INCMETACommunication Services31,059$22.8M2.82%
SERVICENOW INCNOWTechnology17,565 6.2M2.00%
VANGUARD RUSSELL 1000 INDEX FUNDVONE—49,218 4.9M1.84%
ELI LILLY & COLLYHealthcare19,238 4.7M1.81%
ARISTA NETWORKS INCANETTechnology92,627 3.5M1.67%
CISCO SYSTEMS INCCSCOTechnology193,514 3.2M1.64%
MASTERCARD INCMAFinancial Services23,164 3.2M1.63%
ELECTRONIC ARTS INCEACommunication Services63,094 2.7M1.57%
FORTINET INCFTNTTechnology145,787 2.3M1.51%
UNITED THERAPEUTICS CORPUTHRHealthcare27,337 1.5M1.42%
CBOE GLOBAL MARKETS INCCBOEFinancial Services45,504 1.2M1.38%
ADVANCED MICRO DEVICES INCAMDEquity66,537 0.8M1.33%
ZOETIS INCZTSHealthcare72,649 0.6M1.31%
WORKDAY INCWDAYTechnology43,965 0.6M1.31%
AUTOZONE INCAZOConsumer Cyclical2,411 0.3M1.28%
EXELIXIS INCEXELHealthcare246,386 0.2M1.26%
ISHARES CORE MSCI EAFE ETFIEFA—114,981 0.0M1.24%
CADENCE DESIGN SYSTEMS INCCDNSTechnology27,650$9.7M1.20%