§ 13F · FUND PROFILE
EAGLE CAPITAL MANAGEMENT LLC.
AUM · $32.7B (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 11.37M | $2.7B | 8.3% | −3% |
| 2 | UNH | UNITEDHEALTH GROUP INC | 5.77M | $2.4B | 7.3% | −1% |
| 3 | MELI | MERCADOLIBRE INC | 1.41M | $2.4B | 7.3% | +79% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.42M | $2.1B | 6.5% | −9% |
| 5 | COP | CONOCOPHILLIPS | 17.48M | $1.8B | 5.5% | −8% |
| 6 | DHR | DANAHER CORP DEL | 9.36M | $1.8B | 5.4% | +42% |
| 7 | SPGI | S&P GLOBAL INC | 4.07M | $1.7B | 5.1% | +185% |
| 8 | HUM | HUMANA INC | 3.85M | $1.5B | 4.7% | +30% |
| 9 | GOOG | ALPHABET INC | 4.03M | $1.4B | 4.4% | −12% |
| 10 | MSFT | MICROSOFT CORP | 3.72M | $1.4B | 4.2% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EAGLE SIGNAL
AC read
EAGLE CAPITAL MANAGEMENT LLC is a Other fund managing $32.7 billion in assets. The fund runs a portfolio of 56 positions.
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