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EAGLE CAPITAL MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $32,747,808,496
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMAZON COM INC · COM · 023135106 · shares: $2,709,894,658
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $2,399,442,912
- MERCADOLIBRE INC · COM · 58733R102 · shares: $2,388,148,492
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $2,112,554,949
- CONOCOPHILLIPS · COM · 20825C104 · shares: $1,816,972,855
- DANAHER CORP DEL · COM · 235851102 · shares: $1,783,176,557
- S&P GLOBAL INC · COM · 78409V104 · shares: $1,656,582,354
- HUMANA INC · COM · 444859102 · shares: $1,528,010,749
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $1,425,100,067
- MICROSOFT CORP · COM · 594918104 · shares: $1,386,698,004
Reported holdings
56 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | — | 11,369,869 shares | $2,709,894,658 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 5,773,026 shares | $2,399,442,912 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 1,406,953 shares | $2,388,148,492 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 4,423,550 shares | $2,112,554,949 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 17,477,615 shares | $1,816,972,855 |
| DANAHER CORP DEL | COM | 235851102 | — | 9,361,490 shares | $1,783,176,557 |
| S&P GLOBAL INC | COM | 78409V104 | — | 4,067,628 shares | $1,656,582,354 |
| HUMANA INC | COM | 444859102 | — | 3,846,762 shares | $1,528,010,749 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 4,033,340 shares | $1,425,100,067 |
| MICROSOFT CORP | COM | 594918104 | — | 3,717,490 shares | $1,386,698,004 |
| WORKDAY INC | CL A | 98138H101 | — | 11,323,681 shares | $1,386,245,000 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,682,370 shares | $1,377,665,239 |
| SAP SE | SPON ADR | 803054204 | — | 8,640,615 shares | $1,331,605,148 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 6,397,170 shares | $1,283,400,197 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 4,890,612 shares | $1,122,737,692 |
| LENNAR CORP | CL A | 526057104 | — | 10,686,983 shares | $967,065,071 |
| EQT CORP | COM | 26884L109 | — | 15,356,952 shares | $816,529,156 |
| INTUIT | COM | 461202103 | — | 2,973,884 shares | $776,183,703 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 373,914 shares | $743,880,300 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,289,767 shares | $726,512,951 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 9,010,180 shares | $711,353,742 |
| ALCOA CORP | COM | 013872106 | — | 11,879,807 shares | $619,413,127 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 1,491,409 shares | $576,772,638 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 838,532 shares | $299,666,181 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 1,739,813 shares | $247,418,756 |
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | — | 6,584,398 shares | $218,997,069 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 645,370 shares | $94,082,008 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 65,042 shares | $48,571,436 |
| GE VERNOVA INC | COM | 36828A101 | — | 19,116 shares | $22,458,624 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 33,220 shares | $16,622,956 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 76,500 shares | $15,991,560 |
| WOODWARD INC | COM | 980745103 | — | 35,547 shares | $15,122,923 |
| AON PLC | SHS CL A | G0403H108 | — | 44,973 shares | $14,917,031 |
| GE AEROSPACE | COM NEW | 369604301 | — | 33,816 shares | $12,638,054 |
| SHELL PLC | SPON ADS | 780259305 | — | 131,024 shares | $10,159,601 |
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | — | 267,693 shares | $8,908,823 |
| BERKLEY W R CORP | COM | 084423102 | — | 123,547 shares | $8,713,770 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 24,591 shares | $8,126,342 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 268,122 shares | $6,582,407 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 26,571 shares | $6,441,682 |
| ECOLAB INC | COM | 278865100 | — | 22,436 shares | $6,250,894 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 16,091 shares | $5,963,164 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | 78468R663 | — | 63,163 shares | $5,788,257 |
| CITIGROUP INC | COM NEW | 172967424 | — | 41,076 shares | $5,748,997 |
| WELLS FARGO & CO | COM | 949746101 | — | 68,144 shares | $5,631,420 |
| NETFLIX INC. | COM | 64110L106 | — | 60,230 shares | $4,300,441 |
| ORACLE CORP | COM | 68389X105 | — | 20,000 shares | $2,931,000 |
| ECHOSTAR CORP | CL A | 278768106 | — | 24,887 shares | $2,526,030 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 6,900 shares | $2,277,828 |
| PTC INC | COM | 69370C100 | — | 10,626 shares | $1,207,220 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,708 shares | $1,173,258 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 2,700 shares | $759,267 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 10,970 shares | $702,190 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 418 shares | $422,753 |
| VISA INC | COM CL A | 92826C839 | — | 1,160 shares | $397,984 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,109 shares | $363,009 |