EAGLE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 39.91M | $1.19B |
 | COP | 19.84M | $1.86B |
 | AA | 15.95M | $847.55M |
 | AMZN | 11.97M | $2.76B |
 | LEN | 10.99M | $1.13B |
 | AER | 10.17M | $1.46B |
 | EL | 8.73M | $914.16M |
 | SHEL | 7.78M | $571.50M |
 | WDAY | 7.58M | $1.63B |
 | COF | 6.72M | $1.63B |
 | LBRDK | 6.36M | $308.89M |
 | DHR | 6.16M | $1.41B |
 | UNH | 5.70M | $1.88B |
 | TSM | 4.96M | $1.51B |
 | GOOG | 4.76M | $1.49B |
 | WWD | 4.31M | $1.30B |
 | SAP | 4.14M | $1.01B |
 | MSFT | 3.89M | $1.88B |
 | HUM | 3.25M | $833.55M |
 | PTC | 2.47M | $430.29M |
Comcast Corporation
CMCSA
Shares Held
39.91M
Value
$1.19B
ConocoPhillips
COP
Shares Held
19.84M
Value
$1.86B
Alcoa Corporation
AA
Shares Held
15.95M
Value
$847.55M
Amazon.com, Inc.
AMZN
Shares Held
11.97M
Value
$2.76B
Lennar Corporation
LEN
Shares Held
10.99M
Value
$1.13B
AerCap Holdings N.V.
AER
Shares Held
10.17M
Value
$1.46B
The Estée Lauder Companies Inc.
EL
Shares Held
8.73M
Value
$914.16M
Shell plc
SHEL
Shares Held
7.78M
Value
$571.50M
Workday, Inc.
WDAY
Shares Held
7.58M
Value
$1.63B
Capital One Financial Corporation
COF
Shares Held
6.72M
Value
$1.63B
Liberty Broadband Corporation
LBRDK
Shares Held
6.36M
Value
$308.89M
Danaher Corporation
DHR
Shares Held
6.16M
Value
$1.41B
UnitedHealth Group Incorporated
UNH
Shares Held
5.70M
Value
$1.88B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4.96M
Value
$1.51B
Alphabet Inc.
GOOG
Shares Held
4.76M
Value
$1.49B
Woodward, Inc.
WWD
Shares Held
4.31M
Value
$1.30B
SAP SE
SAP
Shares Held
4.14M
Value
$1.01B
Microsoft Corporation
MSFT
Shares Held
3.89M
Value
$1.88B
Humana Inc.
HUM
Shares Held
3.25M
Value
$833.55M
PTC Inc.
PTC
Shares Held
2.47M
Value
$430.29M