Sanders Capital, LLC
13F filer · CIK 1508097 · West Palm Beach, FL
Summary
Sanders Capital, LLC reported $99.83B across 47 positions in its 13F for 2026 Q2, filed Aug 10, 2026. The largest holdings are TSM (12.5%), GOOG (9.7%), AMZN (7.0%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 10, trimmed 33 and sold out of 1.
Reported value$99.83B
Positions47
Report period2026 Q2
FiledAug 10, 2026
New positions4
Added10
Trimmed33
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.5%Value $12.49BPrice $456.94Shares 26.15M -6.81%Since Jun 30 -4.32%
Weight 9.7%Value $9.71BPrice $337.32Shares 27.47M -4.39%Since Jun 30 -4.53%
Weight 7.0%Value $7.00BPrice $246.67Shares 29.35M -1.56%Since Jun 30 +3.50%
Weight 6.1%Value $6.10BPrice $738.79Shares 10.82M +2.44%Since Jun 30 +31.16%
Weight 6.0%Value $6.01BPrice $508.96Shares 16.10M +29.92%Since Jun 30 +36.44%
Weight 4.5%Value $4.51BPrice $227.21Shares 22.56M +216.62%Since Jun 30 +13.55%
Weight 4.4%Value $4.41BPrice $512.01Shares 6.09M -1.31%Since Jun 30 -29.18%
Weight 3.4%Value $3.44BPrice $431.63Shares 8.83M -1.44%Since Jun 30 +10.71%
Weight 3.4%Value $3.37BPrice $913.45Shares 3.49M -72.96%Since Jun 30 -5.34%
Weight 3.1%Value $3.05BPrice $329.40Shares 10.53M -3.14%Since Jun 30 +13.84%
Weight 2.8%Value $2.80BPrice $275.26Shares 10.14M -1.42%Since Jun 30 -0.15%
Weight 2.7%Value $2.73BPrice $84.87Shares 29.13M -1.15%Since Jun 30 -9.39%
Weight 2.6%Value $2.64BPrice $54.96Shares 46.35M +2.61%Since Jun 30 -3.55%
Weight 2.5%Value $2.45BPrice $374.94Shares 5.90M -1.11%Since Jun 30 -9.79%
Weight 2.3%Value $2.25BPrice $392.73Shares 5.83M -1.18%Since Jun 30 +1.55%
Weight 2.0%Value $2.04BPrice $112.65Shares 15.03M -1.16%Since Jun 30 -17.16%
Weight 2.0%Value $1.95BPrice $355.10Shares 5.16MSince Jun 30 -6.00%
Weight 1.8%Value $1.76BPrice $186.94Shares 9.28M -1.38%Since Jun 30 -1.47%
Weight 1.6%Value $1.65BPrice $365.88Shares 4.80M -1.34%Since Jun 30 +6.64%
Weight 1.5%Value $1.52BPrice $764.20Shares 2.04M -30.31%Since Jun 30 +2.33%
Weight 1.5%Value $1.51BPrice $225.31Shares 9.62M +0.87%Since Jun 30 +43.82%
Weight 1.3%Value $1.33BPrice $105.41Shares 13.78MSince Jun 30 +9.52%
Weight 1.3%Value $1.32BPrice $164.21Shares 6.99M -1.12%Since Jun 30 -13.40%
Weight 1.3%Value $1.32BPrice $162.34Shares 7.41M +2376.00%Since Jun 30 -8.92%
Weight 1.3%Value $1.26BPrice $332.34Shares 3.55M -1.97%Since Jun 30 -6.18%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.5% | $12.49B | -4.32% | -6.81% | Trim | |
| 9.7% | $9.71B | -4.53% | -4.39% | Trim | |
| 7.0% | $7.00B | +3.50% | -1.56% | Trim | |
| 6.1% | $6.10B | +31.16% | +2.44% | Add | |
| 6.0% | $6.01B | +36.44% | +29.92% | Add | |
| 4.5% | $4.51B | +13.55% | +216.62% | Add | |
| 4.4% | $4.41B | -29.18% | -1.31% | Trim | |
| 3.4% | $3.44B | +10.71% | -1.44% | Trim | |
| 3.4% | $3.37B | -5.34% | -72.96% | Trim | |
| 3.1% | $3.05B | +13.84% | -3.14% | Trim | |
| 2.8% | $2.80B | -0.15% | -1.42% | Trim | |
| 2.7% | $2.73B | -9.39% | -1.15% | Trim | |
| 2.6% | $2.64B | -3.55% | +2.61% | Add | |
| 2.5% | $2.45B | -9.79% | -1.11% | Trim | |
| 2.3% | $2.25B | +1.55% | -1.18% | Trim | |
| 2.0% | $2.04B | -17.16% | -1.16% | Trim | |
| 2.0% | $1.95B | -6.00% | — | New | |
| 1.8% | $1.76B | -1.47% | -1.38% | Trim | |
| 1.6% | $1.65B | +6.64% | -1.34% | Trim | |
| 1.5% | $1.52B | +2.33% | -30.31% | Trim | |
| 1.5% | $1.51B | +43.82% | +0.87% | Add | |
| 1.3% | $1.33B | +9.52% | — | New | |
| 1.3% | $1.32B | -13.40% | -1.12% | Trim | |
| 1.3% | $1.32B | -8.92% | +2376.00% | Add | |
| 1.3% | $1.26B | -6.18% | -1.97% | Trim |
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.