Holders — by stockHoldings — by fund
EAGLE CAPITAL MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0000945631
$32.75B
disclosed book value
56
positions
8.3%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 11.4M | $2.71B | 8.3% |
| 2 | UNHUNITEDHEALTH GROUP INC | 5.8M | $2.40B | 7.3% |
| 3 | MELIMERCADOLIBRE INC | 1.4M | $2.39B | 7.3% |
| 4 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 4.4M | $2.11B | 6.5% |
| 5 | COPCONOCOPHILLIPS | 17.5M | $1.82B | 5.5% |
| 6 | DHRDANAHER CORP DEL | 9.4M | $1.78B | 5.4% |
| 7 | SPGIS&P GLOBAL INC | 4.1M | $1.66B | 5.1% |
| 8 | HUMHUMANA INC | 3.8M | $1.53B | 4.7% |
| 9 | GOOGALPHABET INC | 4.0M | $1.43B | 4.4% |
| 10 | MSFTMICROSOFT CORP | 3.7M | $1.39B | 4.2% |
| 11 | WDAYWORKDAY INC | 11.3M | $1.39B | 4.2% |
| 12 | MAMASTERCARD INCORPORATED | 2.7M | $1.38B | 4.2% |
| 13 | SAPSAP SE | 8.6M | $1.33B | 4.1% |
| 14 | COFCAPITAL ONE FINL CORP | 6.4M | $1.28B | 3.9% |
| 15 | AJGGALLAGHER ARTHUR J & CO | 4.9M | $1.12B | 3.4% |
| 16 | LENLENNAR CORP | 10.7M | $967.1M | 3% |
| 17 | EQTEQT CORP | 15.4M | $816.5M | 2.5% |
| 18 | INTUINTUIT | 3.0M | $776.2M | 2.4% |
| 19 | ASMLASML HLDG NV | 373,914 | $743.9M | 2.3% |
| 20 | METAMETA PLATFORMS INC | 1.3M | $726.5M | 2.2% |
| 21 | ELLAUDER ESTEE COS INC | 9.0M | $711.4M | 2.2% |
| 22 | AAALCOA CORP | 11.9M | $619.4M | 1.9% |
| 23 | ELVELEVANCE HEALTH INC FORMERLY | 1.5M | $576.8M | 1.8% |
| 24 | GOOGLALPHABET INC | 838,532 | $299.7M | 0.9% |
| 25 | CHTRCHARTER COMMUNICATIONS INC | 1.7M | $247.4M | 0.8% |
| 26 | LBRDKLIBERTY BROADBAND CORP | 6.6M | $219.0M | 0.7% |
| 27 | AERAERCAP HOLDINGS NV | 645,370 | $94.1M | 0.3% |
| 28 | SPYSTATE STR SPDR S&P 500 ETF T | 65,042 | $48.6M | 0.1% |
| 29 | GEVGE VERNOVA INC | 19,116 | $22.5M | 0.1% |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 33,220 | $16.6M | 0.1% |
| 31 | MSMORGAN STANLEY | 76,500 | $16.0M | 0% |
| 32 | WWDWOODWARD INC | 35,547 | $15.1M | 0% |
| 33 | AONAON PLC | 44,973 | $14.9M | 0% |
| 34 | GEGE AEROSPACE | 33,816 | $12.6M | 0% |
| 35 | SHELSHELL PLC | 131,024 | $10.2M | 0% |
| 36 | LBRDALIBERTY BROADBAND CORP | 267,693 | $8.9M | 0% |
| 37 | WRBBERKLEY W R CORP | 123,547 | $8.7M | 0% |
| 38 | HLTHILTON WORLDWIDE HLDGS INC | 24,591 | $8.1M | 0% |
| 39 | CMCSACOMCAST CORP NEW | 268,122 | $6.6M | 0% |
| 40 | IWDISHARES TR | 26,571 | $6.4M | 0% |
| 41 | ECLECOLAB INC | 22,436 | $6.3M | 0% |
| 42 | MARMARRIOTT INTL INC NEW | 16,091 | $6.0M | 0% |
| 43 | BILSPDR SERIES TRUST | 63,163 | $5.8M | 0% |
| 44 | CCITIGROUP INC | 41,076 | $5.7M | 0% |
| 45 | WFCWELLS FARGO & CO | 68,144 | $5.6M | 0% |
| 46 | NFLXNETFLIX INC. | 60,230 | $4.3M | 0% |
| 47 | ORCLORACLE CORP | 20,000 | $2.9M | 0% |
| 48 | ECHOECHOSTAR CORP | 24,887 | $2.5M | 0% |
| 49 | TRVTRAVELERS COMPANIES INC | 6,900 | $2.3M | 0% |
| 50 | PTCPTC INC | 10,626 | $1.2M | 0% |
| 51 | VOOVANGUARD INDEX FDS | 1,708 | $1.2M | 0% |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 2,700 | $759,267 | 0% |
| 53 | GEHCGE HEALTHCARE TECHNOLOGIES I | 10,970 | $702,190 | 0% |
| 54 | GSGOLDMAN SACHS GROUP INC | 418 | $422,753 | 0% |
| 55 | VVISA INC | 1,160 | $397,984 | 0% |
| 56 | JPMJPMORGAN CHASE & CO | 1,109 | $363,009 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.