EAGLE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 37.58M | $1.08B |
 | COP | 18.91M | $2.50B |
 | AA | 14.10M | $935.08M |
 | AMZN | 11.75M | $2.45B |
 | LEN | 10.88M | $944.86M |
 | WDAY | 8.71M | $1.13B |
 | EL | 7.93M | $569.32M |
 | SAP | 7.85M | $1.34B |
 | AER | 7.32M | $1.00B |
 | LBRDK | 6.70M | $336.99M |
 | DHR | 6.58M | $1.25B |
 | COF | 6.57M | $1.20B |
 | UNH | 5.86M | $1.59B |
 | NFLX | 5.35M | $514.44M |
 | SHEL | 5.31M | $493.71M |
 | TSM | 4.88M | $1.65B |
 | GOOG | 4.60M | $1.32B |
 | MSFT | 4.01M | $1.48B |
 | EQT | 3.66M | $232.92M |
 | HUM | 2.97M | $514.46M |
Comcast Corporation
CMCSA
Shares Held
37.58M
Value
$1.08B
ConocoPhillips
COP
Shares Held
18.91M
Value
$2.50B
Alcoa Corporation
AA
Shares Held
14.10M
Value
$935.08M
Amazon.com, Inc.
AMZN
Shares Held
11.75M
Value
$2.45B
Lennar Corporation
LEN
Shares Held
10.88M
Value
$944.86M
Workday, Inc.
WDAY
Shares Held
8.71M
Value
$1.13B
The Estée Lauder Companies Inc.
EL
Shares Held
7.93M
Value
$569.32M
SAP SE
SAP
Shares Held
7.85M
Value
$1.34B
AerCap Holdings N.V.
AER
Shares Held
7.32M
Value
$1.00B
Liberty Broadband Corporation
LBRDK
Shares Held
6.70M
Value
$336.99M
Danaher Corporation
DHR
Shares Held
6.58M
Value
$1.25B
Capital One Financial Corporation
COF
Shares Held
6.57M
Value
$1.20B
UnitedHealth Group Incorporated
UNH
Shares Held
5.86M
Value
$1.59B
Netflix, Inc.
NFLX
Shares Held
5.35M
Value
$514.44M
Shell plc
SHEL
Shares Held
5.31M
Value
$493.71M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4.88M
Value
$1.65B
Alphabet Inc.
GOOG
Shares Held
4.60M
Value
$1.32B
Microsoft Corporation
MSFT
Shares Held
4.01M
Value
$1.48B
EQT Corporation
EQT
Shares Held
3.66M
Value
$232.92M
Humana Inc.
HUM
Shares Held
2.97M
Value
$514.46M