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The Top 150 BSDs

Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

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Dean McQuiddy — Institutional Investor Profile | Buyside Digest

Dean McQuiddy

Institutional Investor • Sawgrass Small Cap Quality Growth

Value

$226M

Stocks

49 Stocks

Turnover

0.0%

CIK

0001105467EDGAR ↗

Website ↗

Top Holdings

AAPL(7.17%) NVDA(6.63%) MSFT(5.71%) AMZN(5.51%) AVGO(5.12%)

About Investor

Patrick Riley, CFA, Partner and Senior Portfolio Manager at Sawgrass Asset Management with over 26 years of industry experience, leads the Small Cap Quality Growth strategy. He is responsible for generating new ideas for both small and large growth equity portfolios by managing a new ideas 'on-deck' portfolio specific to each product. Dean McQuiddy, CFA, Co-Founding Principal, Co-CEO, and Chief Investment Officer, directs the firm's equity management and research efforts with over four decades of asset management experience. McQuiddy co-founded Sawgrass in 1998 after serving as an equity portfolio manager at Barnett Capital Advisors from 1981 to 1998. The team combines quantitative modeling with fundamental analysis to identify quality growth companies trading at attractive valuations.

Investor Philosophy

Investment philosophy details pending verification.

Dean McQuiddy Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AAPL	None	Apple Inc.	Information Technology	$43.4M	7.2%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$40.1M	6.6%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$34.6M	5.7%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$33.4M	5.5%	No Change
AVGO	None	Broadcom Inc.	Information Technology	$31.0M	5.1%	No Change
AMD	None	Advanced Micro Devices Inc.	Information Technology	$23.5M	3.9%	No Change
AMAT	None	Applied Materials, Inc.	Information Technology	$20.3M	3.4%	No Change
KLA	None	KLA Corporation	General	$19.3M	3.2%	No Change
V	None	Visa Inc.	Financials	$18.3M	3.0%	No Change
LLY	None	Eli Lilly and Company	Health Care	$17.9M	3.0%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$34521.2M	-100.0%	0.0%	Sold Out
STRYStryker Corporation	$6.0M	-99.9%	1.0%	Decreased
SYKStryker Corporation	$6.0M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Information Technology44.4%

Consumer Discretionary12.2%

General10.3%

Industrials8.0%

Financials7.6%

Sector	Stocks	Value	Exposure
Information Technology	16	$268.9M	44.4%
Consumer Discretionary	6	$74.1M	12.2%
General	7	$62.0M	10.3%
Industrials	6	$48.4M	8.0%
Financials	5	$45.8M	7.6%
Health Care	3	$40.7M	6.7%
Communication Services	3	$27.3M	4.5%
Consumer Staples	2	$20.5M	3.4%
Healthcare	1	$17.8M	2.9%