Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EAGLE CAPITAL MANAGEMENT LLC (CIK 945631) reported $29.82B across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COP ($2.50B, 8.37%), AMZN ($2.45B, 8.21%), TSM ($1.65B, 5.53%), UNH ($1.59B, 5.32%), MSFT ($1.48B, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COP | CONOCOPHILLIPS | $2.50B | 8.37% | 18.9M | Trimmed |
| 2 | AMZN | AMAZON COM INC | $2.45B | 8.21% | 11.8M | Trimmed |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.65B | 5.53% | 4.9M | Trimmed |
| 4 | UNH | UNITEDHEALTH GROUP INC | $1.59B | 5.32% | 5.9M | Added |
| 5 | MSFT | MICROSOFT CORP | $1.48B | 4.97% | 4.0M | Added |
| 6 | MELI | MERCADOLIBRE INC | $1.36B | 4.56% | 785,937 | Added |
| 7 | SAP | SAP SE | $1.34B | 4.51% | 7.8M | Added |
| 8 | GOOG | ALPHABET INC | $1.32B | 4.42% | 4.6M | Trimmed |
| 9 | DHR | DANAHER CORP DEL | $1.25B | 4.18% | 6.6M | Added |
| 10 | COF | CAPITAL ONE FINL CORP | $1.20B | 4.02% | 6.6M | Trimmed |
| 11 | WDAY | WORKDAY INC | $1.13B | 3.79% | 8.7M | Added |
| 12 | CMCSA | COMCAST CORP NEW | $1.08B | 3.62% | 37.6M | Trimmed |
| 13 | INTU | INTUIT | $1.00B | 3.37% | 2.3M | Added |
| 14 | AER | AERCAP HOLDINGS NV | $1.00B | 3.36% | 7.3M | Trimmed |
| 15 | LEN | LENNAR CORP | $944.9M | 3.17% | 10.9M | Trimmed |
| 16 | AA | ALCOA CORP | $935.1M | 3.14% | 14.1M | Trimmed |
| 17 | WWD | WOODWARD INC | $882.0M | 2.96% | 2.5M | Trimmed |
| 18 | META | META PLATFORMS INC | $752.7M | 2.52% | 1.3M | Added |
| 19 | SPGI | S&P GLOBAL INC | $606.2M | 2.03% | 1.4M | New |
| 20 | AJG | GALLAGHER ARTHUR J & CO | $577.3M | 1.94% | 2.7M | New |
| 21 | ASML | ASML HLDG NV | $572.5M | 1.92% | 433,446 | Trimmed |
| 22 | EL | LAUDER ESTEE COS INC | $569.3M | 1.91% | 7.9M | Trimmed |
| 23 | NFLX | NETFLIX INC. | $514.4M | 1.73% | 5.4M | Added |
| 24 | HUM | HUMANA INC | $514.5M | 1.73% | 3.0M | Trimmed |
| 25 | SHEL | SHELL PLC | $493.7M | 1.66% | 5.3M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31