AiSiWhale

AI & tech investing

EAGLE CAPITAL MANAGEMENT LLC

CIK 945631

13F filing for Q2 2026・No. 274

Holdings
US$32.75B
Quarter change
+US$2.93B
Entries
56
Net bought (estimate)
—

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

No filing the quarter before to compare with.

Largest holdings

56 stocks worth US$32.75B, options and bonds left out.

StockThis quarterValueWeight
AMZNAmazonCOM—US$2.71B8.28%
UNHUNITEDHEALTH GROUP INCCOM—US$2.4B7.33%
MELIMERCADOLIBRE INCCOM—US$2.39B7.29%
TSMTSMC ADRSPONSORED ADS—US$2.11B6.45%
COPCONOCOPHILLIPSCOM—US$1.82B5.55%
DHRDANAHER CORP DELCOM—US$1.78B5.45%
SPGIS&P GLOBAL INCCOM—US$1.66B5.06%
HUMHUMANA INCCOM—US$1.53B4.67%
GOOGALPHABET INCCAP STK CL C—US$1.43B4.35%
MSFTMicrosoftCOM—US$1.39B4.23%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.