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 TSM
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,648,613,036 | 4,878,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,507,387,390 | 4,960,306 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,407,037,325 | 5,037,908 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,141,609,935 | 5,040,443 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $854,969,222 | 5,150,417 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,025,150,841 | 5,190,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $902,415,370 | 5,196,150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,063,152,317 | 6,116,750 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $847,415,587 | 6,228,707 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $599,062,880 | 5,760,220 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||