EAGLE CAPITAL MANAGEMENT LLC
Top Portfolio Positions
54 positions ·
$28,116,106,890 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COP |
Conocophillips
Energy
|
18,910,677 | $2,496,209,364 | 8.88% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,753,916 | $2,447,988,085 | 8.71% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
4,878,275 | $1,648,613,036 | 5.86% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
5,859,325 | $1,585,474,751 | 5.64% |
| MSFT |
Microsoft Corp
Technology
|
4,005,305 | $1,482,643,751 | 5.27% |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
785,937 | $1,358,900,791 | 4.83% |
| SAP |
Sap Se
Technology
|
7,848,603 | $1,343,759,319 | 4.78% |
| DHR |
Danaher Corp /De/
Healthcare
|
6,575,159 | $1,246,650,146 | 4.43% |
| COF |
Capital One Financial Corp
Financial Services
|
6,566,595 | $1,197,943,925 | 4.26% |
| WDAY |
Workday, Inc.
Technology
|
8,707,006 | $1,131,214,219 | 4.02% |
Portfolio Trend
Holdings in MLM
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $276,679 | 470 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $199,720,685 | 320,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,139,631 | 328,647 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $182,911,276 | 333,196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $159,368,379 | 333,316 | Shares | Sole | 2025-05-15 | |
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