EAGLE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMCSA | 42.54M | $1.34B |
 | COP | 20.12M | $1.90B |
 | AA | 16.39M | $539.21M |
 | AMZN | 11.77M | $2.59B |
 | AER | 11.64M | $1.41B |
 | SHEL | 10.24M | $732.34M |
 | LEN | 9.46M | $1.19B |
 | EL | 8.97M | $790.33M |
 | WDAY | 7.66M | $1.85B |
 | COF | 6.81M | $1.45B |
 | LBRDK | 6.56M | $417.08M |
 | DHR | 6.18M | $1.23B |
 | GOOG | 6.13M | $1.49B |
 | UNH | 5.41M | $1.87B |
 | TSM | 5.04M | $1.41B |
 | WWD | 4.37M | $1.10B |
 | HUM | 3.97M | $1.03B |
 | MSFT | 3.95M | $2.05B |
 | SAP | 3.01M | $804.98M |
 | PTC | 2.50M | $507.07M |
Comcast Corporation
CMCSA
Shares Held
42.54M
Value
$1.34B
ConocoPhillips
COP
Shares Held
20.12M
Value
$1.90B
Alcoa Corporation
AA
Shares Held
16.39M
Value
$539.21M
Amazon.com, Inc.
AMZN
Shares Held
11.77M
Value
$2.59B
AerCap Holdings N.V.
AER
Shares Held
11.64M
Value
$1.41B
Shell plc
SHEL
Shares Held
10.24M
Value
$732.34M
Lennar Corporation
LEN
Shares Held
9.46M
Value
$1.19B
The Estée Lauder Companies Inc.
EL
Shares Held
8.97M
Value
$790.33M
Workday, Inc.
WDAY
Shares Held
7.66M
Value
$1.85B
Capital One Financial Corporation
COF
Shares Held
6.81M
Value
$1.45B
Liberty Broadband Corporation
LBRDK
Shares Held
6.56M
Value
$417.08M
Danaher Corporation
DHR
Shares Held
6.18M
Value
$1.23B
Alphabet Inc.
GOOG
Shares Held
6.13M
Value
$1.49B
UnitedHealth Group Incorporated
UNH
Shares Held
5.41M
Value
$1.87B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5.04M
Value
$1.41B
Woodward, Inc.
WWD
Shares Held
4.37M
Value
$1.10B
Humana Inc.
HUM
Shares Held
3.97M
Value
$1.03B
Microsoft Corporation
MSFT
Shares Held
3.95M
Value
$2.05B
SAP SE
SAP
Shares Held
3.01M
Value
$804.98M
PTC Inc.
PTC
Shares Held
2.50M
Value
$507.07M