SAWGRASS ASSET MANAGEMENT LLC — 13F holdings

SAWGRASS ASSET MANAGEMENT LLC reported 193 holdings worth $757M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. AAPL APPLE INC — $43.4M (5.7%)
2. NVDA NVIDIA CORPORATION — $40.1M (5.3%)
3. MSFT MICROSOFT CORP — $34.6M (4.6%)
4. GOOGL ALPHABET INC — $34.5M (4.6%)
5. AMZN AMAZON COM INC — $33.4M (4.4%)
6. AVGO BROADCOM INC — $31.0M (4.1%)
7. AMD ADVANCED MICRO DEVICES INC — $23.5M (3.1%)
8. AMAT APPLIED MATLS INC — $20.3M (2.7%)
9. KLAC KLA CORP — $19.3M (2.6%)
10. V VISA INC — $18.3M (2.4%)