EAGLE CAPITAL MANAGEMENT LLC

CIK

945631

City

New York

State / Country

Stock

UNH — Unitedhealth Group Inc

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%

25 quarters · across all stocks

Compact Export CSV

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,585,474,751	5,859,325	+2.8%	Shares	Sole	2026-05-15
2025-12-31	$1,881,774,229	5,700,446	+5.3%	Shares	Sole	2026-02-17
2025-09-30	$1,869,630,993	5,414,512	+0.8%	Shares	Sole	2025-11-14
2025-06-30	$1,675,784,291	5,371,620	+99.1%	Shares	Sole	2025-08-14
2025-03-31	$1,412,881,617	2,697,626	+17.3%	Shares	Sole	2025-05-15
2024-12-31	$1,163,028,290	2,299,111	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$1,339,009,579	2,290,158	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,167,711,281	2,292,957	+42.8%	Shares	Sole	2024-08-14
2024-03-31	$794,304,666	1,605,629	-10.1%	Shares	Sole	2024-05-15
2023-12-31	$940,552,869	1,786,527	-4.8%	Shares	Sole	2024-02-14
2023-06-30	$901,993,056	1,876,650	-6.4%	Shares	Sole	2023-08-14
2023-03-31	$947,619,982	2,005,163	-8.3%	Shares	Sole	2023-05-15
2022-12-31	$1,158,849,417	2,185,766	-24.9%	Shares	Sole	2023-02-09
2022-09-30	$1,470,650,722	2,911,949	+1.5%	Shares	Sole	2022-10-28
2022-06-30	$1,474,244,452	2,870,246	-1.2%	Shares	Sole	2022-08-15
2022-03-31	$1,481,276,200	2,904,634	-3.5%	Shares	Sole	2022-05-16
2021-12-31	$1,510,689,194	3,008,502	-2.5%	Shares	Sole	2022-02-14
2021-09-30	$1,205,366,474	3,084,830	-4.1%	Shares	Sole	2021-11-15
2021-06-30	$1,287,887,119	3,216,180	-1.3%	Shares	Sole	2021-08-16
2021-03-31	$1,212,877,134	3,259,809	-4.1%	Shares	Sole	2021-05-14
2020-12-31	$1,192,215,212	3,399,724	-3.9%	Shares	Sole	2021-02-16
2020-09-30	$1,102,453,638	3,536,112	-3.0%	Shares	Sole	2020-11-16
2020-06-30	$1,075,364,104	3,645,920	+3.0%	Shares	Sole	2020-08-14
2020-03-31	$882,789,489	3,539,937	—	Shares	Sole	2020-05-15
No quarters match your search.