Filed: 5/14/2026ACC: 0001172661-26-001934
📋 What this filing means
SANDERS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $83.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$83.93B
Total AUM (reported)
376.11M
Total Shares
Allocation by class
COM$42.63B50.8%
SPONSORED ADS$10.31B12.3%
CAP STK CL C$8.24B9.8%
CL A$7.22B8.6%
ORD SHS$5.05B6.0%
SHS CLASS A$2.22B2.6%
COM NEW$1.96B2.3%
Portfolio Concentration
Top 3$23.94B28.5%
4–10$27.65B32.9%
11–25$24.36B29.0%
Rest$7.99B9.5%
Top 3 weight
28.5%
Top 10 weight
61.5%
Voting Authority Distribution
Total shares with voting rights: 376.11M
Sole
Full voting authority
209.25M
shares
% of voting shares55.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
166.85M
shares
% of voting shares44.4%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 55.6% of voting shares
Institutional Holdings44
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares28.06M
TypeSH
Market value$9.48B
11.30%
Sole
15.83M
Shared
0.00
None
12.23M
ALPHABET INC
SOLEShares28.73M
TypeSH
Market value$8.24B
9.82%
Sole
15.82M
Shared
0.00
None
12.92M
AMAZON COM INC
SOLEShares29.82M
TypeSH
Market value$6.21B
7.40%
Sole
17.20M
Shared
0.00
None
12.61M
META PLATFORMS INC
SOLEShares10.56M
TypeSH
Market value$6.04B
7.20%
Sole
5.99M
Shared
0.00
None
4.58M
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares12.90M
TypeSH
Market value$5.05B
6.02%
Sole
7.51M
Shared
0.00
None
5.39M
MICROSOFT CORP
SOLEShares12.39M
TypeSH
Market value$4.59B
5.47%
Sole
6.88M
Shared
0.00
None
5.52M
HCA HEALTHCARE INC
SOLEShares8.96M
TypeSH
Market value$4.24B
5.05%
Sole
5.17M
Shared
0.00
None
3.79M
APPLE INC
SOLEShares10.87M
TypeSH
Market value$2.76B
3.29%
Sole
6.25M
Shared
0.00
None
4.62M
THE CIGNA GROUP
SOLEShares10.29M
TypeSH
Market value$2.74B
3.27%
Sole
5.88M
Shared
0.00
None
4.41M
ACCENTURE PLC IRELAND
SOLEShares11.20M
TypeSH
Market value$2.22B
2.65%
Sole
6.13M
Shared
0.00
None
5.06M
BANK AMERICA CORP
SOLEShares45.17M
TypeSH
Market value$2.20B
2.62%
Sole
24.03M
Shared
0.00
None
21.14M
APPLIED MATLS INC
SOLEShares6.18M
TypeSH
Market value$2.11B
2.51%
Sole
3.38M
Shared
0.00
None
2.79M
DELTA AIR LINES INC
SOLEShares29.47M
TypeSH
Market value$1.96B
2.33%
Sole
16.13M
Shared
0.00
None
13.34M
STATE STR SPDR S&P 500 ETF T
SOLEShares2.92M
TypeSH
Market value$1.90B
2.26%
Sole
1.77M
Shared
0.00
None
1.16M
RTX CORPORATION
SOLEShares9.41M
TypeSH
Market value$1.81B
2.16%
Sole
5.26M
Shared
0.00
None
4.15M
SALESFORCE INC
SOLEShares9.53M
TypeSH
Market value$1.78B
2.12%
Sole
5.45M
Shared
0.00
None
4.08M
ELEVANCE HEALTH INC FORMERLY
SOLEShares5.89M
TypeSH
Market value$1.73B
2.06%
Sole
3.13M
Shared
0.00
None
2.77M
UNITEDHEALTH GROUP INC
SOLEShares5.96M
TypeSH
Market value$1.61B
1.92%
Sole
3.29M
Shared
0.00
None
2.67M
VISA INC
SOLEShares4.86M
TypeSH
Market value$1.47B
1.75%
Sole
2.68M
Shared
0.00
None
2.18M
UNITED AIRLS HLDGS INC
SOLEShares15.20M
TypeSH
Market value$1.40B
1.67%
Sole
8.26M
Shared
0.00
None
6.94M
ASTRAZENECA PLC
SOLEShares7.07M
TypeSH
Market value$1.39B
1.66%
Sole
3.57M
Shared
0.00
None
3.49M
NORTHROP GRUMMAN CORP
SOLEShares1.87M
TypeSH
Market value$1.27B
1.52%
Sole
1.12M
Shared
0.00
None
752.05K
NVIDIA CORPORATION
SOLEShares7.13M
TypeSH
Market value$1.24B
1.48%
Sole
3.86M
Shared
0.00
None
3.26M
GENERAL DYNAMICS CORP
SOLEShares3.62M
TypeSH
Market value$1.24B
1.48%
Sole
2.02M
Shared
0.00
None
1.60M
CME GROUP INC
SOLEShares4.16M
TypeSH
Market value$1.23B
1.46%
Sole
2.17M
Shared
0.00
None
1.99M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 28.06M | SH | $9.48B 11.30% | 15.83M | 0.00 | 12.23M |
ALPHABET INCSOLE | CAP STK CL C | 28.73M | SH | $8.24B 9.82% | 15.82M | 0.00 | 12.92M |
AMAZON COM INCSOLE | COM | 29.82M | SH | $6.21B 7.40% | 17.20M | 0.00 | 12.61M |
META PLATFORMS INCSOLE | CL A | 10.56M | SH | $6.04B 7.20% | 5.99M | 0.00 | 4.58M |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 12.90M | SH | $5.05B 6.02% | 7.51M | 0.00 | 5.39M |
MICROSOFT CORPSOLE | COM | 12.39M | SH | $4.59B 5.47% | 6.88M | 0.00 | 5.52M |
HCA HEALTHCARE INCSOLE | COM | 8.96M | SH | $4.24B 5.05% | 5.17M | 0.00 | 3.79M |
APPLE INCSOLE | COM | 10.87M | SH | $2.76B 3.29% | 6.25M | 0.00 | 4.62M |
THE CIGNA GROUPSOLE | COM | 10.29M | SH | $2.74B 3.27% | 5.88M | 0.00 | 4.41M |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 11.20M | SH | $2.22B 2.65% | 6.13M | 0.00 | 5.06M |
BANK AMERICA CORPSOLE | COM | 45.17M | SH | $2.20B 2.62% | 24.03M | 0.00 | 21.14M |
APPLIED MATLS INCSOLE | COM | 6.18M | SH | $2.11B 2.51% | 3.38M | 0.00 | 2.79M |
DELTA AIR LINES INCSOLE | COM NEW | 29.47M | SH | $1.96B 2.33% | 16.13M | 0.00 | 13.34M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.92M | SH | $1.90B 2.26% | 1.77M | 0.00 | 1.16M |
RTX CORPORATIONSOLE | COM | 9.41M | SH | $1.81B 2.16% | 5.26M | 0.00 | 4.15M |
SALESFORCE INCSOLE | COM | 9.53M | SH | $1.78B 2.12% | 5.45M | 0.00 | 4.08M |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 5.89M | SH | $1.73B 2.06% | 3.13M | 0.00 | 2.77M |
UNITEDHEALTH GROUP INCSOLE | COM | 5.96M | SH | $1.61B 1.92% | 3.29M | 0.00 | 2.67M |
VISA INCSOLE | COM CL A | 4.86M | SH | $1.47B 1.75% | 2.68M | 0.00 | 2.18M |
UNITED AIRLS HLDGS INCSOLE | COM | 15.20M | SH | $1.40B 1.67% | 8.26M | 0.00 | 6.94M |
ASTRAZENECA PLCSOLE | ORD | 7.07M | SH | $1.39B 1.66% | 3.57M | 0.00 | 3.49M |
NORTHROP GRUMMAN CORPSOLE | COM | 1.87M | SH | $1.27B 1.52% | 1.12M | 0.00 | 752.05K |
NVIDIA CORPORATIONSOLE | COM | 7.13M | SH | $1.24B 1.48% | 3.86M | 0.00 | 3.26M |
GENERAL DYNAMICS CORPSOLE | COM | 3.62M | SH | $1.24B 1.48% | 2.02M | 0.00 | 1.60M |
CME GROUP INCSOLE | COM | 4.16M | SH | $1.23B 1.46% | 2.17M | 0.00 | 1.99M |
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