EAGLE CAPITAL MANAGEMENT LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
EC
EAGLE CAPITAL MANAGEMENT LLC
Institutional Filer▲ 9.81%$32.75B56

Current Portfolio Holdings

Showing all 56 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1AMZNAmazon.com, Inc.Consumer Cyclical11.4M$2.71B8.28%
2UNHUnitedHealth Group IncorporatedHealthcare5.8M$2.40B7.33%
3MELIMercadoLibre, Inc.Consumer Cyclical1.4M$2.39B7.29%
4TSMTaiwan Semiconductor Manufacturing Company LimitedTechnology4.4M$2.11B6.45%
5COPConocoPhillipsEnergy17.5M$1.82B5.55%
6DHRDanaher CorporationHealthcare9.4M$1.78B5.45%
7SPGIS&P Global Inc.Financial Services4.1M$1.66B5.06%
8HUMHumana Inc.Healthcare3.8M$1.53B4.67%
9GOOGAlphabet Inc.Communication Services4.0M$1.43B4.35%
10MSFTMicrosoft CorporationTechnology3.7M$1.39B4.23%
11WDAYWorkday, Inc.Technology11.3M$1.39B4.23%
12MAMastercard IncorporatedFinancial Services2.7M$1.38B4.21%
13SAPSAP SETechnology8.6M$1.33B4.07%
14COFCapital One Financial CorporationFinancial Services6.4M$1.28B3.92%
15AJGArthur J. Gallagher & Co.Financial Services4.9M$1.12B3.43%
Showing 1 to 15 of 56 holdings