Sawgrass Asset Management LLC
Sawgrass Asset Management LLC is an independent asset manager headquartered in Ponte Vedra Beach, Florida. The firm, founded in 1998, specializes in managing equity and fixed income portfolios for institutional clients such as pension plans, government entities, foundations, endowments, and high-net-worth individuals. Sawgrass Asset Management has approximately 16–18 employees, primarily investment professionals, serving clients across the United States.
Investment Strategy
Sawgrass Asset Management LLC focuses on active investment management with a disciplined, risk-controlled approach. The firm manages growth equity and fixed income strategies, seeking to provide consistent performance through rigorous fundamental analysis, diversification, and active portfolio management. Their client base includes institutional investors, charitable organizations, government entities, insurance companies, and high-net-worth individuals, with an emphasis on tailored solutions and capital preservation.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.26% | $55.1M | 110,758 | $312.67 | $497.41 | +$6.6M |
A AMZN | AMAZON COM INC | 4.56% | $40.1M | 182,712 | $162.26 | $219.39 | +$10.6M |
N NVDA | NVIDIA CORPORATION | 4.39% | $38.7M | 244,683 | $114.73 | $157.99 | +$11.0M |
A AVGO | BROADCOM INC | 4.31% | $37.9M | 137,406 | $116.56 | $275.65 | +$13.9M |
A AAPL | APPLE INC | 4.23% | $37.2M | 181,506 | $174.61 | $205.17 | -$8.4M |