EAGLE CAPITAL MANAGEMENT LLC

FundNew York · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$32.7B

Reported value of US stock holdings on Jun 30, the filing's own figure

56 positions · filed Aug 14, 45 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Aug 14 · against the report before it

New positions

None this quarter.

Sold out

PHM PULTE GROUP INC All 155K shares

VMC VULCAN MATLS CO All 41,681 shares

LYB LYONDELLBASELL INDUSTRIES NV All 4,395 shares

MLM MARTIN MARIETTA MATLS INC All 470 shares

Added to

15, biggest 4

MELI MERCADOLIBRE INC +621K shares+79%

DHR DANAHER CORP DEL +2.8M shares+42%

SPGI S&P GLOBAL INC +2.6M shares+185%

HUM HUMANA INC +880K shares+30%

Trimmed

28, biggest 4

AMZN AMAZON COM INC −384K shares−3%

TSM TAIWAN SEMICONDUCTOR MANUFAC −455K shares−9%

COP CONOCOPHILLIPS −1.4M shares−8%

GOOG ALPHABET INC −563K shares−12%

Top holdings

Reference, not news

Top holdings · 56 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 AMZN AMAZON COM INC 11.4M 8.3% −3%

2 UNH UNITEDHEALTH GROUP INC 5.8M 7.3% −1%

3 MELI MERCADOLIBRE INC 1.4M 7.3% +79%

4 TSM TAIWAN SEMICONDUCTOR MANUFAC 4.4M 6.5% −9%

5 COP CONOCOPHILLIPS 17.5M 5.5% −8%

6 DHR DANAHER CORP DEL 9.4M 5.4% +42%

7 SPGI S&P GLOBAL INC 4.1M 5.1% +185%

8 HUM HUMANA INC 3.8M 4.7% +30%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.