Filed: 11/13/2025ACC: 0001172661-25-004770
📋 What this filing means
SANDERS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $81.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$81.29B
Total AUM (reported)
403.87M
Total Shares
Allocation by class
COM$41.14B50.6%
SPONSORED ADS$10.74B13.2%
CAP STK CL C$8.20B10.1%
CL A$7.78B9.6%
ORD SHS$4.14B5.1%
SHS CLASS A$2.37B2.9%
COM NEW$1.77B2.2%
Portfolio Concentration
Top 3$24.19B29.8%
4–10$25.84B31.8%
11–25$22.84B28.1%
Rest$8.43B10.4%
Top 3 weight
29.8%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 403.87M
Sole
Full voting authority
222.67M
shares
% of voting shares55.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
181.20M
shares
% of voting shares44.9%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 55.1% of voting shares
Institutional Holdings47
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares32.28M
TypeSH
Market value$9.02B
11.09%
Sole
18.06M
Shared
0.00
None
14.22M
ALPHABET INC
SOLEShares33.67M
TypeSH
Market value$8.20B
10.09%
Sole
17.99M
Shared
0.00
None
15.67M
META PLATFORMS INC
SOLEShares9.49M
TypeSH
Market value$6.97B
8.58%
Sole
5.52M
Shared
0.00
None
3.98M
MICROSOFT CORP
SOLEShares12.28M
TypeSH
Market value$6.36B
7.83%
Sole
6.75M
Shared
0.00
None
5.53M
HCA HEALTHCARE INC
SOLEShares10.68M
TypeSH
Market value$4.55B
5.60%
Sole
6.16M
Shared
0.00
None
4.52M
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares17.54M
TypeSH
Market value$4.14B
5.09%
Sole
11.11M
Shared
0.00
None
6.43M
AMAZON COM INC
SOLEShares14.93M
TypeSH
Market value$3.28B
4.03%
Sole
8.28M
Shared
0.00
None
6.65M
APPLE INC
SOLEShares10.96M
TypeSH
Market value$2.79B
3.43%
Sole
6.28M
Shared
0.00
None
4.68M
ACCENTURE PLC IRELAND
SOLEShares9.62M
TypeSH
Market value$2.37B
2.92%
Sole
5.39M
Shared
0.00
None
4.23M
BANK AMERICA CORP
SOLEShares45.37M
TypeSH
Market value$2.34B
2.88%
Sole
24.02M
Shared
0.00
None
21.35M
THE CIGNA GROUP
SOLEShares7.83M
TypeSH
Market value$2.26B
2.78%
Sole
4.41M
Shared
0.00
None
3.42M
APPLIED MATLS INC
SOLEShares10.98M
TypeSH
Market value$2.25B
2.77%
Sole
5.74M
Shared
0.00
None
5.24M
UNITEDHEALTH GROUP INC
SOLEShares6.03M
TypeSH
Market value$2.08B
2.56%
Sole
3.32M
Shared
0.00
None
2.71M
ELEVANCE HEALTH INC FORMERLY
SOLEShares5.77M
TypeSH
Market value$1.86B
2.29%
Sole
3.12M
Shared
0.00
None
2.65M
DELTA AIR LINES INC DEL
SOLEShares29.53M
TypeSH
Market value$1.68B
2.06%
Sole
16.10M
Shared
0.00
None
13.43M
RTX CORPORATION
SOLEShares9.40M
TypeSH
Market value$1.57B
1.93%
Sole
5.28M
Shared
0.00
None
4.12M
BOOKING HOLDINGS INC
SOLEShares286.93K
TypeSH
Market value$1.55B
1.91%
Sole
153.85K
Shared
0.00
None
133.08K
UNITED AIRLS HLDGS INC
SOLEShares14.77M
TypeSH
Market value$1.43B
1.75%
Sole
8.10M
Shared
0.00
None
6.67M
JPMORGAN CHASE & CO.
SOLEShares4.34M
TypeSH
Market value$1.37B
1.68%
Sole
2.65M
Shared
0.00
None
1.69M
GENERAL DYNAMICS CORP
SOLEShares3.73M
TypeSH
Market value$1.27B
1.57%
Sole
2.06M
Shared
0.00
None
1.67M
NORTHROP GRUMMAN CORP
SOLEShares1.93M
TypeSH
Market value$1.17B
1.44%
Sole
1.15M
Shared
0.00
None
776.74K
SPDR S&P 500 ETF TR
SOLEShares1.70M
TypeSH
Market value$1.14B
1.40%
Sole
1.46M
Shared
0.00
None
242.94K
ASTRAZENECA PLC
SOLEShares14.06M
TypeSH
Market value$1.08B
1.33%
Sole
7.09M
Shared
0.00
None
6.97M
PDD HOLDINGS INC
SOLEShares8.13M
TypeSH
Market value$1.07B
1.32%
Sole
3.92M
Shared
0.00
None
4.21M
VISA INC
SOLEShares3.11M
TypeSH
Market value$1.06B
1.31%
Sole
1.70M
Shared
0.00
None
1.41M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 32.28M | SH | $9.02B 11.09% | 18.06M | 0.00 | 14.22M |
ALPHABET INCSOLE | CAP STK CL C | 33.67M | SH | $8.20B 10.09% | 17.99M | 0.00 | 15.67M |
META PLATFORMS INCSOLE | CL A | 9.49M | SH | $6.97B 8.58% | 5.52M | 0.00 | 3.98M |
MICROSOFT CORPSOLE | COM | 12.28M | SH | $6.36B 7.83% | 6.75M | 0.00 | 5.53M |
HCA HEALTHCARE INCSOLE | COM | 10.68M | SH | $4.55B 5.60% | 6.16M | 0.00 | 4.52M |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 17.54M | SH | $4.14B 5.09% | 11.11M | 0.00 | 6.43M |
AMAZON COM INCSOLE | COM | 14.93M | SH | $3.28B 4.03% | 8.28M | 0.00 | 6.65M |
APPLE INCSOLE | COM | 10.96M | SH | $2.79B 3.43% | 6.28M | 0.00 | 4.68M |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 9.62M | SH | $2.37B 2.92% | 5.39M | 0.00 | 4.23M |
BANK AMERICA CORPSOLE | COM | 45.37M | SH | $2.34B 2.88% | 24.02M | 0.00 | 21.35M |
THE CIGNA GROUPSOLE | COM | 7.83M | SH | $2.26B 2.78% | 4.41M | 0.00 | 3.42M |
APPLIED MATLS INCSOLE | COM | 10.98M | SH | $2.25B 2.77% | 5.74M | 0.00 | 5.24M |
UNITEDHEALTH GROUP INCSOLE | COM | 6.03M | SH | $2.08B 2.56% | 3.32M | 0.00 | 2.71M |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 5.77M | SH | $1.86B 2.29% | 3.12M | 0.00 | 2.65M |
DELTA AIR LINES INC DELSOLE | COM NEW | 29.53M | SH | $1.68B 2.06% | 16.10M | 0.00 | 13.43M |
RTX CORPORATIONSOLE | COM | 9.40M | SH | $1.57B 1.93% | 5.28M | 0.00 | 4.12M |
BOOKING HOLDINGS INCSOLE | COM | 286.93K | SH | $1.55B 1.91% | 153.85K | 0.00 | 133.08K |
UNITED AIRLS HLDGS INCSOLE | COM | 14.77M | SH | $1.43B 1.75% | 8.10M | 0.00 | 6.67M |
JPMORGAN CHASE & CO.SOLE | COM | 4.34M | SH | $1.37B 1.68% | 2.65M | 0.00 | 1.69M |
GENERAL DYNAMICS CORPSOLE | COM | 3.73M | SH | $1.27B 1.57% | 2.06M | 0.00 | 1.67M |
NORTHROP GRUMMAN CORPSOLE | COM | 1.93M | SH | $1.17B 1.44% | 1.15M | 0.00 | 776.74K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.70M | SH | $1.14B 1.40% | 1.46M | 0.00 | 242.94K |
ASTRAZENECA PLCSOLE | SPONSORED ADR | 14.06M | SH | $1.08B 1.33% | 7.09M | 0.00 | 6.97M |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 8.13M | SH | $1.07B 1.32% | 3.92M | 0.00 | 4.21M |
VISA INCSOLE | COM CL A | 3.11M | SH | $1.06B 1.31% | 1.70M | 0.00 | 1.41M |
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