Filed: 8/14/2026ACC: 0001172661-26-003757
📋 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 $32.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$32.75B
Total AUM (reported)
163.78M
Total Shares
Allocation by class
COM$20.94B64.0%
CL A$5.43B16.6%
SPONSORED ADS$2.11B6.5%
CAP STK CL C$1.43B4.4%
SPON ADR$1.33B4.1%
N Y REGISTRY SHS$743.88M2.3%
CAP STK CL A$299.67M0.9%
Portfolio Concentration
Top 3$7.50B22.9%
4–10$11.71B35.8%
11–25$12.99B39.7%
Rest$554.78M1.7%
Top 3 weight
22.9%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 163.78M
Sole
Full voting authority
151.69M
shares
% of voting shares92.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
12.09M
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole56
Shared0
Other0
Dominant voting typeSole · 92.6% of voting shares
Institutional Holdings56
Rows:
AMAZON COM INC
SOLEShares11.37M
TypeSH
Market value$2.71B
8.28%
Sole
10.53M
Shared
0.00
None
836.29K
UNITEDHEALTH GROUP INC
SOLEShares5.77M
TypeSH
Market value$2.40B
7.33%
Sole
5.36M
Shared
0.00
None
411.40K
MERCADOLIBRE INC
SOLEShares1.41M
TypeSH
Market value$2.39B
7.29%
Sole
1.30M
Shared
0.00
None
105.69K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares4.42M
TypeSH
Market value$2.11B
6.45%
Sole
4.07M
Shared
0.00
None
351.22K
CONOCOPHILLIPS
SOLEShares17.48M
TypeSH
Market value$1.82B
5.55%
Sole
16.17M
Shared
0.00
None
1.31M
DANAHER CORP DEL
SOLEShares9.36M
TypeSH
Market value$1.78B
5.45%
Sole
8.74M
Shared
0.00
None
619.30K
S&P GLOBAL INC
SOLEShares4.07M
TypeSH
Market value$1.66B
5.06%
Sole
3.77M
Shared
0.00
None
299.61K
HUMANA INC
SOLEShares3.85M
TypeSH
Market value$1.53B
4.67%
Sole
3.55M
Shared
0.00
None
299.81K
ALPHABET INC
SOLEShares4.03M
TypeSH
Market value$1.43B
4.35%
Sole
3.69M
Shared
0.00
None
344.75K
MICROSOFT CORP
SOLEShares3.72M
TypeSH
Market value$1.39B
4.23%
Sole
3.44M
Shared
0.00
None
272.63K
WORKDAY INC
SOLEShares11.32M
TypeSH
Market value$1.39B
4.23%
Sole
10.52M
Shared
0.00
None
806.61K
MASTERCARD INCORPORATED
SOLEShares2.68M
TypeSH
Market value$1.38B
4.21%
Sole
2.48M
Shared
0.00
None
200.34K
SAP SE
SOLEShares8.64M
TypeSH
Market value$1.33B
4.07%
Sole
7.98M
Shared
0.00
None
656.40K
CAPITAL ONE FINL CORP
SOLEShares6.40M
TypeSH
Market value$1.28B
3.92%
Sole
5.92M
Shared
0.00
None
474.65K
GALLAGHER ARTHUR J & CO
SOLEShares4.89M
TypeSH
Market value$1.12B
3.43%
Sole
4.53M
Shared
0.00
None
362.29K
LENNAR CORP
SOLEShares10.69M
TypeSH
Market value$967.07M
2.95%
Sole
9.90M
Shared
0.00
None
790.01K
EQT CORP
SOLEShares15.36M
TypeSH
Market value$816.53M
2.49%
Sole
14.19M
Shared
0.00
None
1.16M
INTUIT
SOLEShares2.97M
TypeSH
Market value$776.18M
2.37%
Sole
2.75M
Shared
0.00
None
219.10K
ASML HLDG NV
SOLEShares373.91K
TypeSH
Market value$743.88M
2.27%
Sole
350.45K
Shared
0.00
None
23.46K
META PLATFORMS INC
SOLEShares1.29M
TypeSH
Market value$726.51M
2.22%
Sole
1.20M
Shared
0.00
None
93.47K
LAUDER ESTEE COS INC
SOLEShares9.01M
TypeSH
Market value$711.35M
2.17%
Sole
8.35M
Shared
0.00
None
663.25K
ALCOA CORP
SOLEShares11.88M
TypeSH
Market value$619.41M
1.89%
Sole
11.04M
Shared
0.00
None
843.15K
ELEVANCE HEALTH INC FORMERLY
SOLEShares1.49M
TypeSH
Market value$576.77M
1.76%
Sole
1.38M
Shared
0.00
None
115.98K
ALPHABET INC
SOLEShares838.53K
TypeSH
Market value$299.67M
0.92%
Sole
828.16K
Shared
0.00
None
10.37K
CHARTER COMMUNICATIONS INC
SOLEShares1.74M
TypeSH
Market value$247.42M
0.76%
Sole
1.61M
Shared
0.00
None
132.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 11.37M | SH | $2.71B 8.28% | 10.53M | 0.00 | 836.29K |
UNITEDHEALTH GROUP INCSOLE | COM | 5.77M | SH | $2.40B 7.33% | 5.36M | 0.00 | 411.40K |
MERCADOLIBRE INCSOLE | COM | 1.41M | SH | $2.39B 7.29% | 1.30M | 0.00 | 105.69K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.42M | SH | $2.11B 6.45% | 4.07M | 0.00 | 351.22K |
CONOCOPHILLIPSSOLE | COM | 17.48M | SH | $1.82B 5.55% | 16.17M | 0.00 | 1.31M |
DANAHER CORP DELSOLE | COM | 9.36M | SH | $1.78B 5.45% | 8.74M | 0.00 | 619.30K |
S&P GLOBAL INCSOLE | COM | 4.07M | SH | $1.66B 5.06% | 3.77M | 0.00 | 299.61K |
HUMANA INCSOLE | COM | 3.85M | SH | $1.53B 4.67% | 3.55M | 0.00 | 299.81K |
ALPHABET INCSOLE | CAP STK CL C | 4.03M | SH | $1.43B 4.35% | 3.69M | 0.00 | 344.75K |
MICROSOFT CORPSOLE | COM | 3.72M | SH | $1.39B 4.23% | 3.44M | 0.00 | 272.63K |
WORKDAY INCSOLE | CL A | 11.32M | SH | $1.39B 4.23% | 10.52M | 0.00 | 806.61K |
MASTERCARD INCORPORATEDSOLE | CL A | 2.68M | SH | $1.38B 4.21% | 2.48M | 0.00 | 200.34K |
SAP SESOLE | SPON ADR | 8.64M | SH | $1.33B 4.07% | 7.98M | 0.00 | 656.40K |
CAPITAL ONE FINL CORPSOLE | COM | 6.40M | SH | $1.28B 3.92% | 5.92M | 0.00 | 474.65K |
GALLAGHER ARTHUR J & COSOLE | COM | 4.89M | SH | $1.12B 3.43% | 4.53M | 0.00 | 362.29K |
LENNAR CORPSOLE | CL A | 10.69M | SH | $967.07M 2.95% | 9.90M | 0.00 | 790.01K |
EQT CORPSOLE | COM | 15.36M | SH | $816.53M 2.49% | 14.19M | 0.00 | 1.16M |
INTUITSOLE | COM | 2.97M | SH | $776.18M 2.37% | 2.75M | 0.00 | 219.10K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 373.91K | SH | $743.88M 2.27% | 350.45K | 0.00 | 23.46K |
META PLATFORMS INCSOLE | CL A | 1.29M | SH | $726.51M 2.22% | 1.20M | 0.00 | 93.47K |
LAUDER ESTEE COS INCSOLE | CL A | 9.01M | SH | $711.35M 2.17% | 8.35M | 0.00 | 663.25K |
ALCOA CORPSOLE | COM | 11.88M | SH | $619.41M 1.89% | 11.04M | 0.00 | 843.15K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 1.49M | SH | $576.77M 1.76% | 1.38M | 0.00 | 115.98K |
ALPHABET INCSOLE | CAP STK CL A | 838.53K | SH | $299.67M 0.92% | 828.16K | 0.00 | 10.37K |
CHARTER COMMUNICATIONS INCSOLE | CL A | 1.74M | SH | $247.42M 0.76% | 1.61M | 0.00 | 132.84K |
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