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SAWGRASS ASSET MANAGEMENT LLC

Location
PONTE VEDRA BEACH, FL
Portfolio Value
Small $610,654,405
Diversification
Diversified
Filing Date
Global Rank
#2,061 / 8,232 ▲ 24
Top Industry
Semiconductors 12.4%
3Y Alpha vs SPY
-4.6%
Period ended 2 months ago
Filed May 1, 2026 · 44d
24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+56.8%
SPY
+76.3%
Annualised alpha
-4.6%
Max drawdown
−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

151 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
6.4%
−0.6 pts
Top 5
27.3%
−1.4 pts
Top 10
41.1%
−2.0 pts
HHI
259
Jun 2023 → Mar 2026 · range 249 – 297
Diversified−17

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 38.1% $232,627,946
Healthcare 14.6% $89,444,259
Financial Services 11.7% $71,665,640
Consumer Cyclical 10.0% $61,227,667
Industrials 9.6% $58,451,383
Communication Services 9.2% $56,050,323
Consumer Defensive 3.9% $23,976,386
Energy 1.2% $7,116,499
Unclassified 0.9% $5,739,416
Basic Materials 0.4% $2,389,644
Utilities 0.2% $1,044,017
Real Estate 0.2% $921,225

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
21 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
13 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
151 positions · $610,654,405 total · as of Mar 31, 2026
Showing 1–50 of 151 positions by value · page 1 of 4
Ticker Company Shares Value (USD) % of Portfolio History