Filed: 2/17/2026ACC: 0001172661-26-001083
📋 What this filing means
EAGLE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $32.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$32.11B
Total AUM (reported)
199.25M
Total Shares
Allocation by class
COM$17.55B54.7%
CL A$5.71B17.8%
SPONSORED ADS$1.51B4.7%
CAP STK CL C$1.49B4.7%
SHS$1.46B4.6%
SPON ADR$1.01B3.1%
N Y REGISTRY SHS$893.42M2.8%
Portfolio Concentration
Top 3$6.53B20.3%
4–10$10.99B34.2%
11–25$12.60B39.2%
Rest$1.99B6.2%
Top 3 weight
20.3%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 199.25M
Sole
Full voting authority
183.93M
shares
% of voting shares92.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.31M
shares
% of voting shares7.7%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 92.3% of voting shares
Institutional Holdings56
Rows:
AMAZON COM INC
SOLEShares11.97M
TypeSH
Market value$2.76B
8.61%
Sole
11.06M
Shared
0.00
None
909.74K
MICROSOFT CORP
SOLEShares3.89M
TypeSH
Market value$1.88B
5.86%
Sole
3.60M
Shared
0.00
None
293.45K
UNITEDHEALTH GROUP INC
SOLEShares5.70M
TypeSH
Market value$1.88B
5.86%
Sole
5.28M
Shared
0.00
None
423.12K
CONOCOPHILLIPS
SOLEShares19.84M
TypeSH
Market value$1.86B
5.78%
Sole
18.22M
Shared
0.00
None
1.62M
CAPITAL ONE FINL CORP
SOLEShares6.72M
TypeSH
Market value$1.63B
5.07%
Sole
6.21M
Shared
0.00
None
510.73K
WORKDAY INC
SOLEShares7.58M
TypeSH
Market value$1.63B
5.07%
Sole
6.97M
Shared
0.00
None
602.44K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares4.96M
TypeSH
Market value$1.51B
4.69%
Sole
4.60M
Shared
0.00
None
356.11K
ALPHABET INC
SOLEShares4.76M
TypeSH
Market value$1.49B
4.65%
Sole
4.35M
Shared
0.00
None
413.08K
AERCAP HOLDINGS NV
SOLEShares10.17M
TypeSH
Market value$1.46B
4.55%
Sole
9.39M
Shared
0.00
None
778.62K
DANAHER CORPORATION
SOLEShares6.16M
TypeSH
Market value$1.41B
4.39%
Sole
5.72M
Shared
0.00
None
440.19K
WOODWARD INC
SOLEShares4.31M
TypeSH
Market value$1.30B
4.06%
Sole
4.02M
Shared
0.00
None
293.76K
COMCAST CORP NEW
SOLEShares39.91M
TypeSH
Market value$1.19B
3.72%
Sole
36.69M
Shared
0.00
None
3.22M
LENNAR CORP
SOLEShares10.99M
TypeSH
Market value$1.13B
3.52%
Sole
10.14M
Shared
0.00
None
849.15K
SAP SE
SOLEShares4.14M
TypeSH
Market value$1.01B
3.13%
Sole
3.85M
Shared
0.00
None
293.36K
LAUDER ESTEE COS INC
SOLEShares8.73M
TypeSH
Market value$914.16M
2.85%
Sole
8.06M
Shared
0.00
None
670.89K
ASML HOLDING N V
SOLEShares835.08K
TypeSH
Market value$893.42M
2.78%
Sole
777.49K
Shared
0.00
None
57.59K
ALCOA CORP
SOLEShares15.95M
TypeSH
Market value$847.55M
2.64%
Sole
14.72M
Shared
0.00
None
1.23M
HUMANA INC
SOLEShares3.25M
TypeSH
Market value$833.55M
2.60%
Sole
2.99M
Shared
0.00
None
267.52K
MERCADOLIBRE INC
SOLEShares411.55K
TypeSH
Market value$828.97M
2.58%
Sole
379.69K
Shared
0.00
None
31.85K
AON PLC
SOLEShares2.27M
TypeSH
Market value$800.83M
2.49%
Sole
2.10M
Shared
0.00
None
173.96K
META PLATFORMS INC
SOLEShares1.21M
TypeSH
Market value$798.95M
2.49%
Sole
1.12M
Shared
0.00
None
91.34K
SHELL PLC
SOLEShares7.78M
TypeSH
Market value$571.50M
1.78%
Sole
7.26M
Shared
0.00
None
514.90K
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.50M
TypeSH
Market value$527.24M
1.64%
Sole
1.38M
Shared
0.00
None
128.13K
HILTON WORLDWIDE HLDGS INC
SOLEShares1.82M
TypeSH
Market value$523.71M
1.63%
Sole
1.68M
Shared
0.00
None
139.39K
PTC INC
SOLEShares2.47M
TypeSH
Market value$430.29M
1.34%
Sole
2.28M
Shared
0.00
None
188.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 11.97M | SH | $2.76B 8.61% | 11.06M | 0.00 | 909.74K |
MICROSOFT CORPSOLE | COM | 3.89M | SH | $1.88B 5.86% | 3.60M | 0.00 | 293.45K |
UNITEDHEALTH GROUP INCSOLE | COM | 5.70M | SH | $1.88B 5.86% | 5.28M | 0.00 | 423.12K |
CONOCOPHILLIPSSOLE | COM | 19.84M | SH | $1.86B 5.78% | 18.22M | 0.00 | 1.62M |
CAPITAL ONE FINL CORPSOLE | COM | 6.72M | SH | $1.63B 5.07% | 6.21M | 0.00 | 510.73K |
WORKDAY INCSOLE | CL A | 7.58M | SH | $1.63B 5.07% | 6.97M | 0.00 | 602.44K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 4.96M | SH | $1.51B 4.69% | 4.60M | 0.00 | 356.11K |
ALPHABET INCSOLE | CAP STK CL C | 4.76M | SH | $1.49B 4.65% | 4.35M | 0.00 | 413.08K |
AERCAP HOLDINGS NVSOLE | SHS | 10.17M | SH | $1.46B 4.55% | 9.39M | 0.00 | 778.62K |
DANAHER CORPORATIONSOLE | COM | 6.16M | SH | $1.41B 4.39% | 5.72M | 0.00 | 440.19K |
WOODWARD INCSOLE | COM | 4.31M | SH | $1.30B 4.06% | 4.02M | 0.00 | 293.76K |
COMCAST CORP NEWSOLE | CL A | 39.91M | SH | $1.19B 3.72% | 36.69M | 0.00 | 3.22M |
LENNAR CORPSOLE | CL A | 10.99M | SH | $1.13B 3.52% | 10.14M | 0.00 | 849.15K |
SAP SESOLE | SPON ADR | 4.14M | SH | $1.01B 3.13% | 3.85M | 0.00 | 293.36K |
LAUDER ESTEE COS INCSOLE | CL A | 8.73M | SH | $914.16M 2.85% | 8.06M | 0.00 | 670.89K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 835.08K | SH | $893.42M 2.78% | 777.49K | 0.00 | 57.59K |
ALCOA CORPSOLE | COM | 15.95M | SH | $847.55M 2.64% | 14.72M | 0.00 | 1.23M |
HUMANA INCSOLE | COM | 3.25M | SH | $833.55M 2.60% | 2.99M | 0.00 | 267.52K |
MERCADOLIBRE INCSOLE | COM | 411.55K | SH | $828.97M 2.58% | 379.69K | 0.00 | 31.85K |
AON PLCSOLE | SHS CL A | 2.27M | SH | $800.83M 2.49% | 2.10M | 0.00 | 173.96K |
META PLATFORMS INCSOLE | CL A | 1.21M | SH | $798.95M 2.49% | 1.12M | 0.00 | 91.34K |
SHELL PLCSOLE | SPON ADS | 7.78M | SH | $571.50M 1.78% | 7.26M | 0.00 | 514.90K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.50M | SH | $527.24M 1.64% | 1.38M | 0.00 | 128.13K |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 1.82M | SH | $523.71M 1.63% | 1.68M | 0.00 | 139.39K |
PTC INCSOLE | COM | 2.47M | SH | $430.29M 1.34% | 2.28M | 0.00 | 188.47K |
Page 1 of 3