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 WDAY
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,131,214,219 | 8,707,006 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,627,037,539 | 7,575,368 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,845,027,420 | 7,664,302 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,379,815,920 | 5,749,233 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,283,933,694 | 5,497,939 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,422,018,553 | 5,511,059 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $970,575,328 | 3,971,095 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $651,759,222 | 2,915,366 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||