EAGLE CAPITAL MANAGEMENT LLC: 13F holdings
CIK 9456312026Q2
| Positions | 56 |
|---|
| Reported value | $32.7bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 56 (-4 vs prior quarter) |
|---|
| Reported value | $32.7bn (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 11,369,869 | $2.7bn | 8.3% |
| UNH UNITEDHEALTH GROUP INC | 5,773,026 | $2.4bn | 7.3% |
| MELI MERCADOLIBRE INC | 1,406,953 | $2.4bn | 7.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 4,423,550 | $2.1bn | 6.5% |
| COP CONOCOPHILLIPS | 17,477,615 | $1.8bn | 5.5% |
| DHR DANAHER CORP DEL | 9,361,490 | $1.8bn | 5.4% |
| SPGI S&P GLOBAL INC | 4,067,628 | $1.7bn | 5.1% |
| HUM HUMANA INC | 3,846,762 | $1.5bn | 4.7% |
| GOOG ALPHABET INC | 4,033,340 | $1.4bn | 4.4% |
| MSFT MICROSOFT CORP | 3,717,490 | $1.4bn | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="945631")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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