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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | — | 11,369,869 | US$2.71B | 8.28% |
| UNHUNITEDHEALTH GROUP INCCOM | — | 5,773,026 | US$2.4B | 7.33% |
| MELIMERCADOLIBRE INCCOM | — | 1,406,953 | US$2.39B | 7.29% |
| TSMTSMC ADRSPONSORED ADS | — | 4,423,550 | US$2.11B | 6.45% |
| COPCONOCOPHILLIPSCOM | — | 17,477,615 | US$1.82B | 5.55% |
| DHRDANAHER CORP DELCOM | — | 9,361,490 | US$1.78B | 5.45% |
| SPGIS&P GLOBAL INCCOM | — | 4,067,628 | US$1.66B | 5.06% |
| HUMHUMANA INCCOM | — | 3,846,762 | US$1.53B | 4.67% |
| GOOGALPHABET INCCAP STK CL C | — | 4,033,340 | US$1.43B | 4.35% |
| MSFTMicrosoftCOM | — | 3,717,490 | US$1.39B | 4.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.