Filed: 11/14/2025ACC: 0001172661-25-005027
📋 What this filing means
EAGLE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $31.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$31.43B
Total AUM (reported)
206.32M
Total Shares
Allocation by class
COM$16.13B51.3%
CL A$6.27B20.0%
N Y REGISTRY SHS$1.50B4.8%
CAP STK CL C$1.49B4.8%
SHS$1.41B4.5%
SPONSORED ADS$1.41B4.5%
SHS CL A$814.48M2.6%
Portfolio Concentration
Top 3$6.54B20.8%
4–10$10.97B34.9%
11–25$12.53B39.9%
Rest$1.39B4.4%
Top 3 weight
20.8%
Top 10 weight
55.7%
Voting Authority Distribution
Total shares with voting rights: 206.32M
Sole
Full voting authority
190.82M
shares
% of voting shares92.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.50M
shares
% of voting shares7.5%
Investment Discretion (by position count)
Sole55
Shared0
Other0
Dominant voting typeSole · 92.5% of voting shares
Institutional Holdings55
Rows:
AMAZON COM INC
SOLEShares11.77M
TypeSH
Market value$2.59B
8.23%
Sole
10.89M
Shared
0.00
None
881.72K
MICROSOFT CORP
SOLEShares3.95M
TypeSH
Market value$2.05B
6.52%
Sole
3.66M
Shared
0.00
None
294.63K
CONOCOPHILLIPS
SOLEShares20.12M
TypeSH
Market value$1.90B
6.06%
Sole
18.52M
Shared
0.00
None
1.60M
UNITEDHEALTH GROUP INC
SOLEShares5.41M
TypeSH
Market value$1.87B
5.95%
Sole
5M
Shared
0.00
None
415.36K
WORKDAY INC
SOLEShares7.66M
TypeSH
Market value$1.85B
5.87%
Sole
7.08M
Shared
0.00
None
579.35K
ASML HOLDING N V
SOLEShares1.55M
TypeSH
Market value$1.50B
4.76%
Sole
1.44M
Shared
0.00
None
105.33K
ALPHABET INC
SOLEShares6.13M
TypeSH
Market value$1.49B
4.75%
Sole
5.60M
Shared
0.00
None
527.57K
CAPITAL ONE FINL CORP
SOLEShares6.81M
TypeSH
Market value$1.45B
4.61%
Sole
6.29M
Shared
0.00
None
517.37K
AERCAP HOLDINGS NV
SOLEShares11.64M
TypeSH
Market value$1.41B
4.48%
Sole
10.76M
Shared
0.00
None
877.46K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares5.04M
TypeSH
Market value$1.41B
4.48%
Sole
4.68M
Shared
0.00
None
362.18K
COMCAST CORP NEW
SOLEShares42.54M
TypeSH
Market value$1.34B
4.25%
Sole
39.28M
Shared
0.00
None
3.26M
DANAHER CORPORATION
SOLEShares6.18M
TypeSH
Market value$1.23B
3.90%
Sole
5.75M
Shared
0.00
None
436.35K
LENNAR CORP
SOLEShares9.46M
TypeSH
Market value$1.19B
3.79%
Sole
8.73M
Shared
0.00
None
727.28K
WOODWARD INC
SOLEShares4.37M
TypeSH
Market value$1.10B
3.52%
Sole
4.08M
Shared
0.00
None
294.13K
META PLATFORMS INC
SOLEShares1.43M
TypeSH
Market value$1.05B
3.33%
Sole
1.32M
Shared
0.00
None
104.77K
HUMANA INC
SOLEShares3.97M
TypeSH
Market value$1.03B
3.28%
Sole
3.67M
Shared
0.00
None
294.21K
AON PLC
SOLEShares2.28M
TypeSH
Market value$814.48M
2.59%
Sole
2.11M
Shared
0.00
None
173.02K
SAP SE
SOLEShares3.01M
TypeSH
Market value$804.98M
2.56%
Sole
2.80M
Shared
0.00
None
211.40K
LAUDER ESTEE COS INC
SOLEShares8.97M
TypeSH
Market value$790.33M
2.51%
Sole
8.29M
Shared
0.00
None
678.92K
SHELL PLC
SOLEShares10.24M
TypeSH
Market value$732.34M
2.33%
Sole
9.57M
Shared
0.00
None
667.69K
ALCOA CORP
SOLEShares16.39M
TypeSH
Market value$539.21M
1.72%
Sole
15.17M
Shared
0.00
None
1.23M
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.57M
TypeSH
Market value$507.84M
1.62%
Sole
1.45M
Shared
0.00
None
119.01K
PTC INC
SOLEShares2.50M
TypeSH
Market value$507.07M
1.61%
Sole
2.31M
Shared
0.00
None
188.68K
HILTON WORLDWIDE HLDGS INC
SOLEShares1.85M
TypeSH
Market value$480.50M
1.53%
Sole
1.71M
Shared
0.00
None
139.74K
LIBERTY BROADBAND CORP
SOLEShares6.56M
TypeSH
Market value$417.08M
1.33%
Sole
6.08M
Shared
0.00
None
481.52K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 11.77M | SH | $2.59B 8.23% | 10.89M | 0.00 | 881.72K |
MICROSOFT CORPSOLE | COM | 3.95M | SH | $2.05B 6.52% | 3.66M | 0.00 | 294.63K |
CONOCOPHILLIPSSOLE | COM | 20.12M | SH | $1.90B 6.06% | 18.52M | 0.00 | 1.60M |
UNITEDHEALTH GROUP INCSOLE | COM | 5.41M | SH | $1.87B 5.95% | 5M | 0.00 | 415.36K |
WORKDAY INCSOLE | CL A | 7.66M | SH | $1.85B 5.87% | 7.08M | 0.00 | 579.35K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 1.55M | SH | $1.50B 4.76% | 1.44M | 0.00 | 105.33K |
ALPHABET INCSOLE | CAP STK CL C | 6.13M | SH | $1.49B 4.75% | 5.60M | 0.00 | 527.57K |
CAPITAL ONE FINL CORPSOLE | COM | 6.81M | SH | $1.45B 4.61% | 6.29M | 0.00 | 517.37K |
AERCAP HOLDINGS NVSOLE | SHS | 11.64M | SH | $1.41B 4.48% | 10.76M | 0.00 | 877.46K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 5.04M | SH | $1.41B 4.48% | 4.68M | 0.00 | 362.18K |
COMCAST CORP NEWSOLE | CL A | 42.54M | SH | $1.34B 4.25% | 39.28M | 0.00 | 3.26M |
DANAHER CORPORATIONSOLE | COM | 6.18M | SH | $1.23B 3.90% | 5.75M | 0.00 | 436.35K |
LENNAR CORPSOLE | CL A | 9.46M | SH | $1.19B 3.79% | 8.73M | 0.00 | 727.28K |
WOODWARD INCSOLE | COM | 4.37M | SH | $1.10B 3.52% | 4.08M | 0.00 | 294.13K |
META PLATFORMS INCSOLE | CL A | 1.43M | SH | $1.05B 3.33% | 1.32M | 0.00 | 104.77K |
HUMANA INCSOLE | COM | 3.97M | SH | $1.03B 3.28% | 3.67M | 0.00 | 294.21K |
AON PLCSOLE | SHS CL A | 2.28M | SH | $814.48M 2.59% | 2.11M | 0.00 | 173.02K |
SAP SESOLE | SPON ADR | 3.01M | SH | $804.98M 2.56% | 2.80M | 0.00 | 211.40K |
LAUDER ESTEE COS INCSOLE | CL A | 8.97M | SH | $790.33M 2.51% | 8.29M | 0.00 | 678.92K |
SHELL PLCSOLE | SPON ADS | 10.24M | SH | $732.34M 2.33% | 9.57M | 0.00 | 667.69K |
ALCOA CORPSOLE | COM | 16.39M | SH | $539.21M 1.72% | 15.17M | 0.00 | 1.23M |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.57M | SH | $507.84M 1.62% | 1.45M | 0.00 | 119.01K |
PTC INCSOLE | COM | 2.50M | SH | $507.07M 1.61% | 2.31M | 0.00 | 188.68K |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 1.85M | SH | $480.50M 1.53% | 1.71M | 0.00 | 139.74K |
LIBERTY BROADBAND CORPSOLE | COM SER C | 6.56M | SH | $417.08M 1.33% | 6.08M | 0.00 | 481.52K |
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