EAGLE CAPITAL MANAGEMENT LLC

Est. AUM

$29.82B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CONOCOPHILLIPS	COM	$2.50B	18910677	8.37%	SOLE
2	AMAZON COM INC	COM	$2.45B	11753916	8.21%	SOLE
3	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.65B	4878275	5.53%	SOLE
4	UNITEDHEALTH GROUP INC	COM	$1.59B	5859325	5.32%	SOLE
5	MICROSOFT CORP	COM	$1.48B	4005305	4.97%	SOLE
6	MERCADOLIBRE INC	COM	$1.36B	785937	4.56%	SOLE
7	SAP SE	SPON ADR	$1.34B	7848603	4.51%	SOLE
8	ALPHABET INC	CAP STK CL C	$1.32B	4596553	4.42%	SOLE
9	DANAHER CORP DEL	COM	$1.25B	6575159	4.18%	SOLE
10	CAPITAL ONE FINL CORP	COM	$1.20B	6566595	4.02%	SOLE
11	WORKDAY INC	CL A	$1.13B	8707006	3.79%	SOLE
12	COMCAST CORP NEW	CL A	$1.08B	37575087	3.62%	SOLE
13	INTUIT	COM	$1.00B	2321165	3.37%	SOLE
14	AERCAP HOLDINGS NV	SHS	$1.00B	7315306	3.36%	SOLE
15	LENNAR CORP	CL A	$944.9M	10880455	3.17%	SOLE
16	ALCOA CORP	COM	$935.1M	14097362	3.14%	SOLE
17	WOODWARD INC	COM	$882.0M	2464338	2.96%	SOLE
18	META PLATFORMS INC	CL A	$752.7M	1315597	2.52%	SOLE
19	S&P GLOBAL INC	COM	$606.2M	1425311	2.03%	SOLE
20	GALLAGHER ARTHUR J & CO	COM	$577.3M	2665572	1.94%	SOLE
21	ASML HLDG NV	N Y REGISTRY SHS	$572.5M	433446	1.92%	SOLE
22	LAUDER ESTEE COS INC	CL A	$569.3M	7932601	1.91%	SOLE
23	HUMANA INC	COM	$514.5M	2967074	1.73%	SOLE
24	NETFLIX INC.	COM	$514.4M	5350422	1.73%	SOLE
25	SHELL PLC	SPON ADS	$493.7M	5308706	1.66%	SOLE
26	ELEVANCE HEALTH INC FORMERLY	COM	$453.4M	1548610	1.52%	SOLE
27	LIBERTY BROADBAND CORP	COM SER C	$337.0M	6699546	1.13%	SOLE
28	MASTERCARD INCORPORATED	CL A	$312.1M	624540	1.05%	SOLE
29	ALPHABET INC	CAP STK CL A	$275.6M	958264	0.92%	SOLE
30	EQT CORP	COM	$232.9M	3659954	0.78%	SOLE
31	AON PLC	SHS CL A	$149.6M	463350	0.50%	SOLE
32	PTC INC	COM	$104.2M	731625	0.35%	SOLE
33	CHARTER COMMUNICATIONS INC	CL A	$32.3M	149460	0.11%	SOLE
34	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.4M	50820	0.08%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$24.1M	262612	0.08%	SOLE
36	GE VERNOVA INC	COM	$21.3M	24401	0.07%	SOLE
37	STATE STR SPDR S&P 500 ETF T	TR UNIT	$18.4M	28285	0.06%	SOLE
38	PULTE GROUP INC	COM	$18.2M	154556	0.06%	SOLE
39	LIBERTY BROADBAND CORP	COM SER A	$13.6M	270782	0.05%	SOLE
40	MORGAN STANLEY	COM NEW	$13.1M	79588	0.04%	SOLE
41	GE AEROSPACE	COM NEW	$11.6M	40898	0.04%	SOLE
42	HILTON WORLDWIDE HLDGS INC	COM	$11.4M	37447	0.04%	SOLE
43	VULCAN MATLS CO	COM	$11.3M	41681	0.04%	SOLE
44	BERKLEY W R CORP	COM	$8.2M	123547	0.03%	SOLE
45	WELLS FARGO & CO	COM	$6.9M	86972	0.02%	SOLE
46	MARRIOTT INTL INC NEW	CL A	$6.2M	18811	0.02%	SOLE
47	ECOLAB INC	COM	$6.0M	22436	0.02%	SOLE
48	GOLDMAN SACHS GROUP INC	COM	$5.9M	6989	0.02%	SOLE
49	CITIGROUP INC	COM NEW	$4.7M	41076	0.02%	SOLE
50	ORACLE CORP	COM	$2.9M	20000	0.01%	SOLE

1–50 of 60

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.