§ 13F · FUND PROFILE
EAGLE CAPITAL MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 60Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | COP | CONOCOPHILLIPS | 18.91M | $2.5B | 8.4% | −5% |
| 2 | AMZN | AMAZON COM INC | 11.75M | $2.4B | 8.2% | −2% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.88M | $1.6B | 5.5% | −2% |
| 4 | UNH | UNITEDHEALTH GROUP INC | 5.86M | $1.6B | 5.3% | +3% |
| 5 | MSFT | MICROSOFT CORP | 4.01M | $1.5B | 5.0% | +3% |
| 6 | MELI | MERCADOLIBRE INC | 786K | $1.4B | 4.6% | +91% |
| 7 | SAP | SAP SE | 7.85M | $1.3B | 4.5% | +89% |
| 8 | GOOG | ALPHABET INC | 4.60M | $1.3B | 4.4% | −3% |
| 9 | DHR | DANAHER CORP DEL | 6.58M | $1.2B | 4.2% | +7% |
| 10 | COF | CAPITAL ONE FINL CORP | 6.57M | $1.2B | 4.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EAGLE SIGNAL
AC read
EAGLE CAPITAL MANAGEMENT LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed