Investor Details
| Filer Name: | SAWGRASS ASSET MANAGEMENT LLC |
|---|---|
| CIK: | 1105467 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-29 |
| Number of Holdings: | 171 |
| Portfolio Value: | $0.91B |
Sawgrass Asset Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 135,957 | $57M | 6.29% | -6.9% | - |
| AAPL | US | APPLE INC | 218,110 | $55M | 6.00% | -7.9% | - |
| GOOGL | US | ALPHABET INC-CL A | 229,824 | $44M | 4.78% | -7.7% | - |
| AMZN | US | AMAZON.COM INC | 177,614 | $39M | 4.28% | -25.7% | - |
| NVDA | US | NVIDIA CORP | 263,333 | $35M | 3.88% | -6.1% | - |
| AVGO | US | BROADCOM INC | 148,981 | $35M | 3.79% | -17.6% | - |
| SCHX | US | SCHWAB US LARGE-CAP ETF | 1,176,749 | $27M | 2.99% | 178.2% | - |
| ORCL | US | ORACLE CORP | 123,356 | $21M | 2.26% | -8.4% | - |
| NOW | US | SERVICENOW INC | 15,671 | $17M | 1.82% | -5.7% | - |
| AKAM | US | AKAMAI TECHNOLOGIES INC | 171,923 | $16M | 1.81% | 20.0% | - |
| CMCSA | US | COMCAST CORP-CLASS A | 427,294 | $16M | 1.76% | 16.4% | - |
| JNJ | US | JOHNSON & JOHNSON | 109,395 | $16M | 1.74% | 66.3% | - |
| V | US | VISA INC-CLASS A SHARES | 49,830 | $16M | 1.73% | -5.4% | - |
| NKE | US | NIKE INC -CL B | 205,941 | $16M | 1.71% | 108.7% | - |
| MCD | US | MCDONALD'S CORP | 53,331 | $15M | 1.70% | -5.7% | - |
| MA | US | MASTERCARD INC - A | 29,236 | $15M | 1.69% | -5.8% | - |
| AMAT | US | APPLIED MATERIALS INC | 92,961 | $15M | 1.66% | -5.6% | - |
| HD | US | HOME DEPOT INC | 36,807 | $14M | 1.57% | -6.1% | - |
| PEP | US | PEPSICO INC | 93,856 | $14M | 1.57% | -5.5% | - |
| CSCO | US | CISCO SYSTEMS INC | 242,099 | $14M | 1.57% | -23.1% | - |