Filed: 5/15/2026ACC: 0001172661-26-002298
📋 What this filing means
EAGLE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $29.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$29.82B
Total AUM (reported)
198.75M
Total Shares
Allocation by class
COM$17.73B59.5%
CL A$4.83B16.2%
SPONSORED ADS$1.65B5.5%
SPON ADR$1.34B4.5%
CAP STK CL C$1.32B4.4%
SHS$1.00B3.4%
N Y REGISTRY SHS$572.51M1.9%
Portfolio Concentration
Top 3$6.59B22.1%
4–10$9.53B32.0%
11–25$11.58B38.8%
Rest$2.12B7.1%
Top 3 weight
22.1%
Top 10 weight
54.1%
Voting Authority Distribution
Total shares with voting rights: 198.75M
Sole
Full voting authority
184.23M
shares
% of voting shares92.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
14.52M
shares
% of voting shares7.3%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeSole · 92.7% of voting shares
Institutional Holdings60
Rows:
CONOCOPHILLIPS
SOLEShares18.91M
TypeSH
Market value$2.50B
8.37%
Sole
17.51M
Shared
0.00
None
1.40M
AMAZON COM INC
SOLEShares11.75M
TypeSH
Market value$2.45B
8.21%
Sole
10.89M
Shared
0.00
None
865.24K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares4.88M
TypeSH
Market value$1.65B
5.53%
Sole
4.55M
Shared
0.00
None
329.68K
UNITEDHEALTH GROUP INC
SOLEShares5.86M
TypeSH
Market value$1.59B
5.32%
Sole
5.44M
Shared
0.00
None
422.49K
MICROSOFT CORP
SOLEShares4.01M
TypeSH
Market value$1.48B
4.97%
Sole
3.71M
Shared
0.00
None
292.54K
MERCADOLIBRE INC
SOLEShares785.94K
TypeSH
Market value$1.36B
4.56%
Sole
726.80K
Shared
0.00
None
59.13K
SAP SE
SOLEShares7.85M
TypeSH
Market value$1.34B
4.51%
Sole
7.32M
Shared
0.00
None
527.26K
ALPHABET INC
SOLEShares4.60M
TypeSH
Market value$1.32B
4.42%
Sole
4.20M
Shared
0.00
None
393.31K
DANAHER CORP DEL
SOLEShares6.58M
TypeSH
Market value$1.25B
4.18%
Sole
6.13M
Shared
0.00
None
448.72K
CAPITAL ONE FINL CORP
SOLEShares6.57M
TypeSH
Market value$1.20B
4.02%
Sole
6.08M
Shared
0.00
None
489.45K
WORKDAY INC
SOLEShares8.71M
TypeSH
Market value$1.13B
3.79%
Sole
8.05M
Shared
0.00
None
652.51K
COMCAST CORP NEW
SOLEShares37.58M
TypeSH
Market value$1.08B
3.62%
Sole
34.80M
Shared
0.00
None
2.78M
INTUIT
SOLEShares2.32M
TypeSH
Market value$1.00B
3.37%
Sole
2.15M
Shared
0.00
None
173.70K
AERCAP HOLDINGS NV
SOLEShares7.32M
TypeSH
Market value$1.00B
3.36%
Sole
6.77M
Shared
0.00
None
543.95K
LENNAR CORP
SOLEShares10.88M
TypeSH
Market value$944.86M
3.17%
Sole
10.07M
Shared
0.00
None
809.86K
ALCOA CORP
SOLEShares14.10M
TypeSH
Market value$935.08M
3.14%
Sole
13.08M
Shared
0.00
None
1.02M
WOODWARD INC
SOLEShares2.46M
TypeSH
Market value$882.04M
2.96%
Sole
2.30M
Shared
0.00
None
159.37K
META PLATFORMS INC
SOLEShares1.32M
TypeSH
Market value$752.69M
2.52%
Sole
1.22M
Shared
0.00
None
96.46K
S&P GLOBAL INC
SOLEShares1.43M
TypeSH
Market value$606.24M
2.03%
Sole
1.31M
Shared
0.00
None
110.43K
GALLAGHER ARTHUR J & CO
SOLEShares2.67M
TypeSH
Market value$577.31M
1.94%
Sole
2.44M
Shared
0.00
None
220.84K
ASML HLDG NV
SOLEShares433.45K
TypeSH
Market value$572.51M
1.92%
Sole
405.68K
Shared
0.00
None
27.77K
LAUDER ESTEE COS INC
SOLEShares7.93M
TypeSH
Market value$569.32M
1.91%
Sole
7.35M
Shared
0.00
None
587.36K
HUMANA INC
SOLEShares2.97M
TypeSH
Market value$514.46M
1.73%
Sole
2.74M
Shared
0.00
None
226.79K
NETFLIX INC.
SOLEShares5.35M
TypeSH
Market value$514.44M
1.73%
Sole
4.95M
Shared
0.00
None
395.50K
SHELL PLC
SOLEShares5.31M
TypeSH
Market value$493.71M
1.66%
Sole
5.02M
Shared
0.00
None
292.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONOCOPHILLIPSSOLE | COM | 18.91M | SH | $2.50B 8.37% | 17.51M | 0.00 | 1.40M |
AMAZON COM INCSOLE | COM | 11.75M | SH | $2.45B 8.21% | 10.89M | 0.00 | 865.24K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.88M | SH | $1.65B 5.53% | 4.55M | 0.00 | 329.68K |
UNITEDHEALTH GROUP INCSOLE | COM | 5.86M | SH | $1.59B 5.32% | 5.44M | 0.00 | 422.49K |
MICROSOFT CORPSOLE | COM | 4.01M | SH | $1.48B 4.97% | 3.71M | 0.00 | 292.54K |
MERCADOLIBRE INCSOLE | COM | 785.94K | SH | $1.36B 4.56% | 726.80K | 0.00 | 59.13K |
SAP SESOLE | SPON ADR | 7.85M | SH | $1.34B 4.51% | 7.32M | 0.00 | 527.26K |
ALPHABET INCSOLE | CAP STK CL C | 4.60M | SH | $1.32B 4.42% | 4.20M | 0.00 | 393.31K |
DANAHER CORP DELSOLE | COM | 6.58M | SH | $1.25B 4.18% | 6.13M | 0.00 | 448.72K |
CAPITAL ONE FINL CORPSOLE | COM | 6.57M | SH | $1.20B 4.02% | 6.08M | 0.00 | 489.45K |
WORKDAY INCSOLE | CL A | 8.71M | SH | $1.13B 3.79% | 8.05M | 0.00 | 652.51K |
COMCAST CORP NEWSOLE | CL A | 37.58M | SH | $1.08B 3.62% | 34.80M | 0.00 | 2.78M |
INTUITSOLE | COM | 2.32M | SH | $1.00B 3.37% | 2.15M | 0.00 | 173.70K |
AERCAP HOLDINGS NVSOLE | SHS | 7.32M | SH | $1.00B 3.36% | 6.77M | 0.00 | 543.95K |
LENNAR CORPSOLE | CL A | 10.88M | SH | $944.86M 3.17% | 10.07M | 0.00 | 809.86K |
ALCOA CORPSOLE | COM | 14.10M | SH | $935.08M 3.14% | 13.08M | 0.00 | 1.02M |
WOODWARD INCSOLE | COM | 2.46M | SH | $882.04M 2.96% | 2.30M | 0.00 | 159.37K |
META PLATFORMS INCSOLE | CL A | 1.32M | SH | $752.69M 2.52% | 1.22M | 0.00 | 96.46K |
S&P GLOBAL INCSOLE | COM | 1.43M | SH | $606.24M 2.03% | 1.31M | 0.00 | 110.43K |
GALLAGHER ARTHUR J & COSOLE | COM | 2.67M | SH | $577.31M 1.94% | 2.44M | 0.00 | 220.84K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 433.45K | SH | $572.51M 1.92% | 405.68K | 0.00 | 27.77K |
LAUDER ESTEE COS INCSOLE | CL A | 7.93M | SH | $569.32M 1.91% | 7.35M | 0.00 | 587.36K |
HUMANA INCSOLE | COM | 2.97M | SH | $514.46M 1.73% | 2.74M | 0.00 | 226.79K |
NETFLIX INC.SOLE | COM | 5.35M | SH | $514.44M 1.73% | 4.95M | 0.00 | 395.50K |
SHELL PLCSOLE | SPON ADS | 5.31M | SH | $493.71M 1.66% | 5.02M | 0.00 | 292.92K |
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