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EAGLE CAPITAL MANAGEMENT LLC 13F holdings

Filed 2026-08-14 · EAGLE CAPITAL MANAGEMENT LLC · 56 positions · $32.7B

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC11.4M$2.7B8.3%
UNHUNITEDHEALTH GROUP INC5.8M$2.4B7.3%
MELIMERCADOLIBRE INC1.4M$2.4B7.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC4.4M$2.1B6.5%
COPCONOCOPHILLIPS17.5M$1.8B5.5%
DHRDANAHER CORP DEL9.4M$1.8B5.4%
SPGIS&P GLOBAL INC4.1M$1.7B5.1%
HUMHUMANA INC3.8M$1.5B4.7%
GOOGALPHABET INC4.0M$1.4B4.4%
MSFTMICROSOFT CORP3.7M$1.4B4.2%
WDAYWORKDAY INC11.3M$1.4B4.2%
MAMASTERCARD INCORPORATED2.7M$1.4B4.2%
SAPSAP SE8.6M$1.3B4.1%
COFCAPITAL ONE FINL CORP6.4M$1.3B3.9%
AJGGALLAGHER ARTHUR J & CO4.9M$1.1B3.4%
LENLENNAR CORP10.7M$967.1M3.0%
EQTEQT CORP15.4M$816.5M2.5%
ISRGINTUIT3.0M$776.2M2.4%
ASMLASML HLDG NV373.9K$743.9M2.3%
METAMETA PLATFORMS INC1.3M$726.5M2.2%
ELLAUDER ESTEE COS INC9.0M$711.4M2.2%
AAALCOA CORP11.9M$619.4M1.9%
ELVELEVANCE HEALTH INC FORMERLY1.5M$576.8M1.8%
GOOGLALPHABET INC838.5K$299.7M0.9%
CHTRCHARTER COMMUNICATIONS INC1.7M$247.4M0.8%
8L8CLIBERTY BROADBAND CORP6.6M$219.0M0.7%
—AERCAP HOLDINGS NV645.4K$94.1M0.3%
SPYSTATE STR SPDR S&P 500 ETF T65.0K$48.6M0.1%
GEVGE VERNOVA INC19.1K$22.5M0.1%
BRK-BBERKSHIRE HATHAWAY INC DEL33.2K$16.6M0.1%
MSMORGAN STANLEY76.5K$16.0M0.0%
WWDWOODWARD INC35.5K$15.1M0.0%
AONAON PLC45.0K$14.9M0.0%
GEGE AEROSPACE33.8K$12.6M0.0%
SHELSHELL PLC131.0K$10.2M0.0%
—LIBERTY BROADBAND CORP267.7K$8.9M0.0%
WRBBERKLEY W R CORP123.5K$8.7M0.0%
HLTHILTON WORLDWIDE HLDGS INC24.6K$8.1M0.0%
CMCSACOMCAST CORP NEW268.1K$6.6M0.0%
IWDISHARES TR26.6K$6.4M0.0%
ECLECOLAB INC22.4K$6.3M0.0%
MARMARRIOTT INTL INC NEW16.1K$6.0M0.0%
BILSPDR SERIES TRUST63.2K$5.8M0.0%
CCITIGROUP INC41.1K$5.7M0.0%
WFCWELLS FARGO & CO68.1K$5.6M0.0%
NFLXNETFLIX INC.60.2K$4.3M0.0%
ORCLORACLE CORP20.0K$2.9M0.0%
ECHOECHOSTAR CORP24.9K$2.5M0.0%
TRVTRAVELERS COMPANIES INC6.9K$2.3M0.0%
PTCPTC INC10.6K$1.2M0.0%
VOOVANGUARD INDEX FDS1.7K$1.2M0.0%
IBMINTERNATIONAL BUSINESS MACHS2.7K$759,2670.0%
GEHCGE HEALTHCARE TECHNOLOGIES I11.0K$702,1900.0%
GSGOLDMAN SACHS GROUP INC418$422,7530.0%
VVISA INC1.2K$397,9840.0%
JPMJPMORGAN CHASE & CO1.1K$363,0090.0%
Top Fund Holdings
13F
Top Fund Holdings

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