Eagle Capital Management
Eagle Capital Management reported 56 stocks worth $32.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (8.3%), UNH (7.3%) and MELI (7.3%). Compared with Q1 2026, the fund added to MELI, DHR and SPGI, trimmed AMZN, UNH and TSM and sold out of PHM, VMC and LYB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $2.7B | 8.3% | 11.4M | −384K (−3%) | 8 of 8 | |
| 2 |  UNH Unitedhealth Group Inc | $2.4B | 7.3% | 5.8M | −86K (−1%) | 8 of 8 | |
| 3 |  MELI Mercadolibre Inc | $2.4B | 7.3% | 1.4M | +621K (+79%) | 3 of 8 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $2.1B | 6.5% | 4.4M | −455K (−9%) | 8 of 8 | |
| 5 |  COP Conocophillips | $1.8B | 5.5% | 17.5M | −1.4M (−8%) | 8 of 8 | |
| 6 |  DHR Danaher Corp | $1.8B | 5.5% | 9.4M | +2.8M (+42%) | 5 of 8 | |
| 7 |  SPGI S&P Global Inc | $1.7B | 5.1% | 4.1M | +2.6M (+185%) | 2 of 8 | |
| 8 |  HUM Humana Inc | $1.5B | 4.7% | 3.8M | +880K (+30%) | 8 of 8 | |
| 9 |  GOOG Alphabet Inc | $1.4B | 4.3% | 4M | −563K (−12%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $1.4B | 4.2% | 3.7M | −288K (−7%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Eagle Capital Management 13F FAQ
What does Eagle Capital Management own?
Eagle Capital Management reported 56 stocks worth $32.7B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are AMZN (8.3%), UNH (7.3%) and MELI (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Eagle Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 15 added to, 33 trimmed and 4 sold out. It sold all of PHM, VMC and LYB.
When will Eagle Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Eagle Capital Management's portfolio worth?
The Q2 2026 filing reports $32.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.