EAGLE CAPITAL MANAGEMENT LLC — 13F holdings

EAGLE CAPITAL MANAGEMENT LLC reported 56 holdings worth $32.7B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $2.71B (8.3%)
2. UNH UNITEDHEALTH GROUP INC — $2.40B (7.3%)
3. MELI Mercadolibre Inc — $2.39B (7.3%)
4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $2.11B (6.5%)
5. COP CONOCOPHILLIPS — $1.82B (5.5%)
6. DHR DANAHER CORPORATION — $1.78B (5.4%)
7. SPGI S&P GLOBAL INC — $1.66B (5.1%)
8. HUM Humana Inc — $1.53B (4.7%)
9. GOOG ALPHABET INC — $1.43B (4.4%)
10. MSFT MICROSOFT CORP — $1.39B (4.2%)