Filed: 8/10/2026ACC: 0001172661-26-003204
📋 What this filing means
SANDERS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $99.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$99.83B
Total AUM (reported)
404.96M
Total Shares
Allocation by class
COM$57.39B57.5%
SPONSORED ADS$13.09B13.1%
CAP STK CL C$9.71B9.7%
CL A$7.29B7.3%
ORD SHS$3.37B3.4%
COM NEW$2.73B2.7%
COM CL A$1.65B1.6%
Portfolio Concentration
Top 3$29.19B29.2%
4–10$30.88B30.9%
11–25$28.53B28.6%
Rest$11.24B11.3%
Top 3 weight
29.2%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 404.96M
Sole
Full voting authority
223.54M
shares
% of voting shares55.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
181.42M
shares
% of voting shares44.8%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 55.2% of voting shares
Institutional Holdings47
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares26.15M
TypeSH
Market value$12.49B
12.51%
Sole
14.78M
Shared
0.00
None
11.37M
ALPHABET INC
SOLEShares27.47M
TypeSH
Market value$9.71B
9.72%
Sole
15.10M
Shared
0.00
None
12.37M
AMAZON COM INC
SOLEShares29.35M
TypeSH
Market value$7.00B
7.01%
Sole
16.65M
Shared
0.00
None
12.70M
META PLATFORMS INC
SOLEShares10.82M
TypeSH
Market value$6.10B
6.11%
Sole
5.99M
Shared
0.00
None
4.84M
MICROSOFT CORP
SOLEShares16.10M
TypeSH
Market value$6.01B
6.02%
Sole
8.87M
Shared
0.00
None
7.24M
NVIDIA CORPORATION
SOLEShares22.56M
TypeSH
Market value$4.51B
4.52%
Sole
11.74M
Shared
0.00
None
10.82M
APPLIED MATLS INC
SOLEShares6.09M
TypeSH
Market value$4.41B
4.41%
Sole
3.28M
Shared
0.00
None
2.82M
HCA HEALTHCARE INC
SOLEShares8.83M
TypeSH
Market value$3.44B
3.45%
Sole
5M
Shared
0.00
None
3.83M
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares3.49M
TypeSH
Market value$3.37B
3.37%
Sole
1.68M
Shared
0.00
None
1.80M
APPLE INC
SOLEShares10.53M
TypeSH
Market value$3.05B
3.05%
Sole
5.86M
Shared
0.00
None
4.67M
THE CIGNA GROUP
SOLEShares10.14M
TypeSH
Market value$2.80B
2.80%
Sole
5.70M
Shared
0.00
None
4.45M
DELTA AIR LINES INC
SOLEShares29.13M
TypeSH
Market value$2.73B
2.73%
Sole
15.66M
Shared
0.00
None
13.47M
BANK OF AMER CORP
SOLEShares46.35M
TypeSH
Market value$2.64B
2.65%
Sole
25.03M
Shared
0.00
None
21.31M
UNITEDHEALTH GROUP INC
SOLEShares5.90M
TypeSH
Market value$2.45B
2.46%
Sole
3.20M
Shared
0.00
None
2.70M
ELEVANCE HEALTH INC FORMERLY
SOLEShares5.83M
TypeSH
Market value$2.25B
2.26%
Sole
3.03M
Shared
0.00
None
2.79M
UNITED AIRLS HLDGS INC
SOLEShares15.03M
TypeSH
Market value$2.04B
2.05%
Sole
7.99M
Shared
0.00
None
7.03M
BROADCOM INC
SOLEShares5.16M
TypeSH
Market value$1.95B
1.95%
Sole
2.71M
Shared
0.00
None
2.45M
RTX CORPORATION
SOLEShares9.28M
TypeSH
Market value$1.76B
1.76%
Sole
5.09M
Shared
0.00
None
4.19M
VISA INC
SOLEShares4.80M
TypeSH
Market value$1.65B
1.65%
Sole
2.60M
Shared
0.00
None
2.20M
STATE STR SPDR S&P 500 ETF T
SOLEShares2.04M
TypeSH
Market value$1.52B
1.52%
Sole
1.35M
Shared
0.00
None
685.53K
SALESFORCE INC
SOLEShares9.62M
TypeSH
Market value$1.51B
1.51%
Sole
5.50M
Shared
0.00
None
4.12M
DISNEY WALT CO
SOLEShares13.78M
TypeSH
Market value$1.33B
1.33%
Sole
7.63M
Shared
0.00
None
6.15M
ASTRAZENECA PLC
SOLEShares6.99M
TypeSH
Market value$1.32B
1.33%
Sole
3.47M
Shared
0.00
None
3.51M
BOOKING HOLDINGS INC
SOLEShares7.41M
TypeSH
Market value$1.32B
1.32%
Sole
3.86M
Shared
0.00
None
3.55M
GENERAL DYNAMICS CORP
SOLEShares3.55M
TypeSH
Market value$1.26B
1.26%
Sole
1.92M
Shared
0.00
None
1.62M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 26.15M | SH | $12.49B 12.51% | 14.78M | 0.00 | 11.37M |
ALPHABET INCSOLE | CAP STK CL C | 27.47M | SH | $9.71B 9.72% | 15.10M | 0.00 | 12.37M |
AMAZON COM INCSOLE | COM | 29.35M | SH | $7.00B 7.01% | 16.65M | 0.00 | 12.70M |
META PLATFORMS INCSOLE | CL A | 10.82M | SH | $6.10B 6.11% | 5.99M | 0.00 | 4.84M |
MICROSOFT CORPSOLE | COM | 16.10M | SH | $6.01B 6.02% | 8.87M | 0.00 | 7.24M |
NVIDIA CORPORATIONSOLE | COM | 22.56M | SH | $4.51B 4.52% | 11.74M | 0.00 | 10.82M |
APPLIED MATLS INCSOLE | COM | 6.09M | SH | $4.41B 4.41% | 3.28M | 0.00 | 2.82M |
HCA HEALTHCARE INCSOLE | COM | 8.83M | SH | $3.44B 3.45% | 5M | 0.00 | 3.83M |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 3.49M | SH | $3.37B 3.37% | 1.68M | 0.00 | 1.80M |
APPLE INCSOLE | COM | 10.53M | SH | $3.05B 3.05% | 5.86M | 0.00 | 4.67M |
THE CIGNA GROUPSOLE | COM | 10.14M | SH | $2.80B 2.80% | 5.70M | 0.00 | 4.45M |
DELTA AIR LINES INCSOLE | COM NEW | 29.13M | SH | $2.73B 2.73% | 15.66M | 0.00 | 13.47M |
BANK OF AMER CORPSOLE | COM | 46.35M | SH | $2.64B 2.65% | 25.03M | 0.00 | 21.31M |
UNITEDHEALTH GROUP INCSOLE | COM | 5.90M | SH | $2.45B 2.46% | 3.20M | 0.00 | 2.70M |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 5.83M | SH | $2.25B 2.26% | 3.03M | 0.00 | 2.79M |
UNITED AIRLS HLDGS INCSOLE | COM | 15.03M | SH | $2.04B 2.05% | 7.99M | 0.00 | 7.03M |
BROADCOM INCSOLE | COM | 5.16M | SH | $1.95B 1.95% | 2.71M | 0.00 | 2.45M |
RTX CORPORATIONSOLE | COM | 9.28M | SH | $1.76B 1.76% | 5.09M | 0.00 | 4.19M |
VISA INCSOLE | COM CL A | 4.80M | SH | $1.65B 1.65% | 2.60M | 0.00 | 2.20M |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 2.04M | SH | $1.52B 1.52% | 1.35M | 0.00 | 685.53K |
SALESFORCE INCSOLE | COM | 9.62M | SH | $1.51B 1.51% | 5.50M | 0.00 | 4.12M |
DISNEY WALT COSOLE | COM | 13.78M | SH | $1.33B 1.33% | 7.63M | 0.00 | 6.15M |
ASTRAZENECA PLCSOLE | ORD | 6.99M | SH | $1.32B 1.33% | 3.47M | 0.00 | 3.51M |
BOOKING HOLDINGS INCSOLE | COM | 7.41M | SH | $1.32B 1.32% | 3.86M | 0.00 | 3.55M |
GENERAL DYNAMICS CORPSOLE | COM | 3.55M | SH | $1.26B 1.26% | 1.92M | 0.00 | 1.62M |
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