EAGLE CAPITAL MANAGEMENT LLC
Top Portfolio Positions
55 positions ·
$29,022,495,690 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COP |
Conocophillips
Energy
|
18,910,677 | $2,496,209,364 | 8.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,753,916 | $2,447,988,085 | 8.43% | |
| WWD |
Woodward, Inc.
Industrials
|
4,928,676 | $1,764,071,712 | 6.08% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,878,275 | $1,648,613,036 | 5.68% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
5,859,325 | $1,585,474,751 | 5.46% | |
| MSFT |
Microsoft Corp
Technology
|
4,005,305 | $1,482,643,751 | 5.11% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
785,937 | $1,358,900,791 | 4.68% | |
| SAP |
Sap SE
Technology
|
7,848,603 | $1,343,759,319 | 4.63% | |
| DHR |
Danaher Corp /De/
Healthcare
|
6,575,159 | $1,246,650,146 | 4.30% | |
| COF |
Capital One Financial Corp
Financial Services
|
6,566,595 | $1,197,943,925 | 4.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHTR
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,265,424 | 149,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $34,757,292 | 166,502 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $56,167,558 | 204,164 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $98,820,823 | 241,728 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $152,828,653 | 414,698 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $461,107,229 | 1,345,238 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $531,582,914 | 1,640,283 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $495,060,420 | 1,655,942 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $467,749,222 | 1,609,432 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $284,815,375 | 732,776 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $263,317,223 | 716,763 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $270,222,989 | 755,636 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $244,182,858 | 720,091 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $80,246,388 | 264,534 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $132,422,039 | 282,633 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $155,953,257 | 285,880 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $202,029,855 | 309,876 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $232,970,532 | 320,208 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $241,796,853 | 335,154 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $212,370,879 | 344,188 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $247,718,720 | 374,452 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $244,922,962 | 392,291 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $223,413,331 | 438,031 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $201,064,737 | 460,830 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||