EAGLE CAPITAL MANAGEMENT LLC
60 holdingsFiling period: 2026-03-31Current AUM: $32.78Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COP | CONOCOPHILLIPS | 18.91M | $2.50B | $2.28B | 6.95% | -929,753 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 11.75M | $2.45B | $3.19B | 9.74% | -219,989 | 2026-03-31 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.88M | $1.65B | $1.97B | 6.02% | -82,031 | 2026-03-31 |
| 4 | UNH | UNITEDHEALTH GROUP INC | 5.86M | $1.59B | $2.43B | 7.41% | +158.9K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 4.01M | $1.48B | $1.86B | 5.68% | +112.1K | 2026-03-31 |
| 6 | MELI | MERCADOLIBRE INC | 785.9K | $1.36B | $1.48B | 4.50% | +374.4K | 2026-03-31 |
| 7 | SAP | SAP SE | 7.85M | $1.34B | $1.44B | 4.40% | +3.71M | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 4.60M | $1.32B | $1.64B | 5.00% | -166,439 | 2026-03-31 |
| 9 | DHR | DANAHER CORP DEL | 6.58M | $1.25B | $1.28B | 3.91% | +414.6K | 2026-03-31 |
| 10 | COF | CAPITAL ONE FINL CORP | 6.57M | $1.20B | $1.37B | 4.19% | -149,498 | 2026-03-31 |
| 11 | WDAY | WORKDAY INC | 8.71M | $1.13B | $1.40B | 4.26% | +1.13M | 2026-03-31 |
| 12 | CMCSA | COMCAST CORP NEW | 37.58M | $1.08B | $900.3M | 2.75% | -2,335,212 | 2026-03-31 |
| 13 | INTU | INTUIT | 2.32M | $1.00B | $733.7M | 2.24% | +1.78M | 2026-03-31 |
| 14 | — | AERCAP HOLDINGS NV | 7.32M | $1.00B | $1.00B | 3.06% | -2,854,596 | 2026-03-31 |
| 15 | LEN | LENNAR CORP | 10.88M | $944.9M | $896.0M | 2.73% | -105,757 | 2026-03-31 |
| 16 | AA | ALCOA CORP | 14.10M | $935.1M | $638.0M | 1.95% | -1,852,022 | 2026-03-31 |
| 17 | WWD | WOODWARD INC | 2.46M | $882.0M | $889.0M | 2.71% | -1,848,057 | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 1.32M | $752.7M | $732.4M | 2.23% | +105.2K | 2026-03-31 |
| 19 | SPGI | S&P GLOBAL INC | 1.43M | $606.2M | $587.1M | 1.79% | -- | 2026-03-31 |
| 20 | AJG | GALLAGHER ARTHUR J & CO | 2.67M | $577.3M | $664.8M | 2.03% | -- | 2026-03-31 |
| 21 | — | ASML HLDG NV | 433.4K | $572.5M | $572.5M | 1.75% | -401,637 | 2026-03-31 |
| 22 | EL | LAUDER ESTEE COS INC | 7.93M | $569.3M | $665.5M | 2.03% | -796,934 | 2026-03-31 |
| 23 | HUM | HUMANA INC | 2.97M | $514.5M | $1.08B | 3.29% | -287,324 | 2026-03-31 |
| 24 | NFLX | NETFLIX INC. | 5.35M | $514.4M | $383.7M | 1.17% | +5.29M | 2026-03-31 |
| 25 | SHEL | SHELL PLC | 5.31M | $493.7M | $488.3M | 1.49% | -2,468,889 | 2026-03-31 |
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