EAGLE CAPITAL MANAGEMENT LLC
13F filer · CIK 945631 · New York, NY
Summary
EAGLE CAPITAL MANAGEMENT LLC reported $32.75B across 56 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are AMZN (8.3%), UNH (7.3%), MELI (7.3%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 15, trimmed 33 and sold out of 4.
Reported value$32.75B
Positions56
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added15
Trimmed33
Sold out4
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 8.3%Value $2.71BPrice $246.67Shares 11.37M -3.27%Since Jun 30 +3.50%
Weight 7.3%Value $2.40BPrice $374.94Shares 5.77M -1.47%Since Jun 30 -9.79%
Weight 7.3%Value $2.39BPrice $1725Shares 1.41M +79.02%Since Jun 30 +1.62%
Weight 6.5%Value $2.11BPrice $456.94Shares 4.42M -9.32%Since Jun 30 -4.32%
Weight 5.5%Value $1.82BPrice $125.44Shares 17.48M -7.58%Since Jun 30 +20.66%
Weight 5.4%Value $1.78BPrice $226.11Shares 9.36M +42.38%Since Jun 30 +18.71%
Weight 5.1%Value $1.66BPrice $392.45Shares 4.07M +185.39%Since Jun 30 -3.64%
Weight 4.7%Value $1.53BPrice $386.87Shares 3.85M +29.65%Since Jun 30 -2.61%
Weight 4.4%Value $1.43BPrice $337.32Shares 4.03M -12.25%Since Jun 30 -4.53%
Weight 4.2%Value $1.39BPrice $508.96Shares 3.72M -7.19%Since Jun 30 +36.44%
Weight 4.2%Value $1.39BPrice $189.17Shares 11.32M +30.05%Since Jun 30 +54.53%
Weight 4.2%Value $1.38BPrice $563.58Shares 2.68M +329.50%Since Jun 30 +9.73%
Weight 4.1%Value $1.33BPrice $210.85Shares 8.64M +10.09%Since Jun 30 +36.82%
Weight 3.9%Value $1.28BPrice $196.46Shares 6.40M -2.58%Since Jun 30 -2.07%
Weight 3.4%Value $1.12BPrice $227.75Shares 4.89M +83.47%Since Jun 30 -0.79%
Weight 3.0%Value $967.07MPrice $83.01Shares 10.69M -1.78%Since Jun 30 -8.27%
Weight 2.5%Value $816.53MPrice $48.88Shares 15.36M +319.59%Since Jun 30 -8.07%
Weight 2.4%Value $776.18MPrice $268.03Shares 2.97M +28.12%Since Jun 30 +2.69%
Weight 2.3%Value $743.88MPrice $1834Shares 374K -13.73%Since Jun 30 -7.79%
Weight 2.2%Value $726.51MPrice $738.79Shares 1.29M -1.96%Since Jun 30 +31.16%
Weight 2.2%Value $711.35MPrice $94.37Shares 9.01M +13.58%Since Jun 30 +19.53%
Weight 1.9%Value $619.41MPrice $41.97Shares 11.88M -15.73%Since Jun 30 -19.51%
Weight 1.8%Value $576.77MPrice $392.73Shares 1.49M -3.69%Since Jun 30 +1.55%
Weight 0.9%Value $299.67MPrice $340.92Shares 839K -12.49%Since Jun 30 -4.60%
Weight 0.8%Value $247.42MPrice $110.67Shares 1.74M +1064.07%Since Jun 30 -22.18%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 8.3% | $2.71B | +3.50% | -3.27% | Trim | |
| 7.3% | $2.40B | -9.79% | -1.47% | Trim | |
| 7.3% | $2.39B | +1.62% | +79.02% | Add | |
| 6.5% | $2.11B | -4.32% | -9.32% | Trim | |
| 5.5% | $1.82B | +20.66% | -7.58% | Trim | |
| 5.4% | $1.78B | +18.71% | +42.38% | Add | |
| 5.1% | $1.66B | -3.64% | +185.39% | Add | |
| 4.7% | $1.53B | -2.61% | +29.65% | Add | |
| 4.4% | $1.43B | -4.53% | -12.25% | Trim | |
| 4.2% | $1.39B | +36.44% | -7.19% | Trim | |
| 4.2% | $1.39B | +54.53% | +30.05% | Add | |
| 4.2% | $1.38B | +9.73% | +329.50% | Add | |
| 4.1% | $1.33B | +36.82% | +10.09% | Add | |
| 3.9% | $1.28B | -2.07% | -2.58% | Trim | |
| 3.4% | $1.12B | -0.79% | +83.47% | Add | |
| 3.0% | $967.07M | -8.27% | -1.78% | Trim | |
| 2.5% | $816.53M | -8.07% | +319.59% | Add | |
| 2.4% | $776.18M | +2.69% | +28.12% | Add | |
| 2.3% | $743.88M | -7.79% | -13.73% | Trim | |
| 2.2% | $726.51M | +31.16% | -1.96% | Trim | |
| 2.2% | $711.35M | +19.53% | +13.58% | Add | |
| 1.9% | $619.41M | -19.51% | -15.73% | Trim | |
| 1.8% | $576.77M | +1.55% | -3.69% | Trim | |
| 0.9% | $299.67M | -4.60% | -12.49% | Trim | |
| 0.8% | $247.42M | -22.18% | +1064.07% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.