← do dużych inwestorów
Eagle Capital Management LLC
inwestor instytucjonalny · portfel $32.7 mld · 56 pozycji · raport na 30.06.2026
Pozycje w akcjach raport za 30.06.2026, złożony 14.08.2026; zmiana — względem 31.03.2026 · 60
| Spółka | Akcje | Wartość | % portfela | Zmiana kwartalna |
|---|---|---|---|---|
| Amazon.com, Inc. US:AMZN | 11 369 869 | $2.71 mld | 8.28% | −384 047 |
| UNITEDHEALTH GROUP INC US:UNH | 5 773 026 | $2.40 mld | 7.33% | −86 299 |
| MercadoLibre Inc. US:MELI | 1 406 953 | $2.39 mld | 7.29% | +621 016 |
| Taiwan Semiconductor Manufac… US:TSM · kwit depozytowy | 4 423 550 | $2.11 mld | 6.45% | −454 725 |
| ConocoPhillips US:COP | 17 477 615 | $1.82 mld | 5.55% | −1 433 062 |
| Danaher Corporation US:DHR | 9 361 490 | $1.78 mld | 5.45% | +2 786 331 |
| S&P Global Inc US:SPGI | 4 067 628 | $1.66 mld | 5.06% | +2 642 317 |
| Humana Inc US:HUM | 3 846 762 | $1.53 mld | 4.67% | +879 688 |
| Alphabet Inc. US:GOOG | 4 033 340 | $1.43 mld | 4.35% | −563 213 |
| Microsoft Corporation US:MSFT | 3 717 490 | $1.39 mld | 4.23% | −287 815 |
| Workday, Inc. US:WDAY | 11 323 681 | $1.39 mld | 4.23% | +2 616 675 |
| Mastercard Inc US:MA | 2 682 370 | $1.38 mld | 4.21% | +2 057 830 |
| SAP SE ADR US:SAP · kwit depozytowy | 8 640 615 | $1.33 mld | 4.07% | +792 012 |
| Capital One Financial Corpor… US:COF | 6 397 170 | $1.28 mld | 3.92% | −169 425 |
| Arthur J Gallagher & Co US:AJG | 4 890 612 | $1.12 mld | 3.43% | +2 225 040 |
| LENNAR CORP US:LEN | 10 686 983 | $967 mln | 2.95% | −193 472 |
| EQT Corporation US:EQT | 15 356 952 | $817 mln | 2.49% | +11 696 998 |
| Intuit Inc US:INTU | 2 973 884 | $776 mln | 2.37% | +652 719 |
| ASML HLDG NV CUSIP N07059210 | 373 914 | $744 mln | 2.27% | −59 532 |
| Meta Platforms, Inc. US:META | 1 289 767 | $727 mln | 2.22% | −25 830 |
| Estee Lauder Companies Inc US:EL | 9 010 180 | $711 mln | 2.17% | +1 077 579 |
| Alcoa Corp US:AA | 11 879 807 | $619 mln | 1.89% | −2 217 555 |
| Elevance Health Inc US:ELV | 1 491 409 | $577 mln | 1.76% | −57 201 |
| Alphabet Inc. US:GOOGL | 838 532 | $300 mln | 0.92% | −119 732 |
| Charter Communications Inc US:CHTR | 1 739 813 | $247 mln | 0.76% | +1 590 353 |
| LIBERTY BROADBAND CORP CUSIP 530307305 | 6 584 398 | $219 mln | 0.67% | −115 148 |
| AERCAP HOLDINGS NV CUSIP N00985106 | 645 370 | $94.1 mln | 0.29% | −6 669 936 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 65 042 | $48.6 mln | 0.15% | +36 757 |
| GE Vernova LLC US:GEV | 19 116 | $22.5 mln | 0.07% | −5 285 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 33 220 | $16.6 mln | 0.05% | −17 600 |
| MORGAN STANLEY US:MS | 76 500 | $16.0 mln | 0.05% | −3 088 |
| Woodward Inc US:WWD | 35 547 | $15.1 mln | 0.05% | −2 428 791 |
| AON PLC CUSIP G0403H108 | 44 973 | $14.9 mln | 0.05% | −418 377 |
| GE Aerospace US:GE | 33 816 | $12.6 mln | 0.04% | −7 082 |
| Shell PLC US:SHEL · kwit depozytowy | 131 024 | $10.2 mln | 0.03% | −5 177 682 |
| LIBERTY BROADBAND CORP CUSIP 530307107 | 267 693 | $8.91 mln | 0.03% | −3 089 |
| W. R. Berkley Corp US:WRB | 123 547 | $8.71 mln | 0.03% | — |
| Hilton Worldwide Holdings In… US:HLT | 24 591 | $8.13 mln | 0.02% | −12 856 |
| Comcast Holdings Corp US:CMCSA | 268 122 | $6.58 mln | 0.02% | −37 306 965 |
| iShares Russell 1000 Value E… US:IWD · ETF | 26 571 | $6.44 mln | 0.02% | +18 812 |
| Ecolab Inc US:ECL | 22 436 | $6.25 mln | 0.02% | — |
| MARRIOTT INTERNATIONAL INC /… US:MAR | 16 091 | $5.96 mln | 0.02% | −2 720 |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 63 163 | $5.79 mln | 0.02% | −199 449 |
| CITIGROUP INC US:C | 41 076 | $5.75 mln | 0.02% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 68 144 | $5.63 mln | 0.02% | −18 828 |
| Netflix Inc US:NFLX | 60 230 | $4.30 mln | 0.01% | −5 290 192 |
| Oracle Corporation US:ORCL | 20 000 | $2.93 mln | 0.01% | — |
| EchoStar Corporation US:ECHO | 24 887 | $2.53 mln | 0.01% | — |
| The Travelers Companies Inc US:TRV | 6 900 | $2.28 mln | 0.01% | — |
| PTC Inc US:PTC | 10 626 | $1.21 mln | 0.00% | −720 999 |
| Vanguard S&P 500 ETF US:VOO · ETF | 1 708 | $1.17 mln | 0.00% | +946 |
| International Business Machi… US:IBM | 2 700 | $759 tys. | 0.00% | — |
| GE HealthCare Technologies I… US:GEHC | 10 970 | $702 tys. | 0.00% | −1 086 |
| Goldman Sachs Group Inc US:GS | 418 | $423 tys. | 0.00% | −6 571 |
| Visa Inc. Class A US:V | 1 160 | $398 tys. | 0.00% | −2 511 |
| JPMorgan Chase & Co. US:JPM | 1 109 | $363 tys. | 0.00% | — |
| LYONDELLBASELL INDUSTRIES NV CUSIP N53745100 | 0 (było 4 395) | — | — | sprzedana |
| Martin Marietta Materials In… US:MLM | 0 (było 470) | — | — | sprzedana |
| PulteGroup Inc US:PHM | 0 (było 154 556) | — | — | sprzedana |
| Vulcan Materials Company US:VMC | 0 (było 41 681) | — | — | sprzedana |
W spółkach z naszej bazy 10
| Spółka | Udział | Akcje | Data raportu |
|---|---|---|---|
| Workday, Inc. | 7.21% | 11 323 681 | 2026-06-30 |
| Lennar Corporation | 5.14% | 10 686 983 | 2026-06-30 |
| Alcoa Corp | 4.5% | 11 879 807 | 2026-06-30 |
| Estee Lauder Companies Inc | 3.64% | 9 010 180 | 2026-06-30 |
| Humana Inc | 3.2% | 3 846 762 | 2026-06-30 |
| MercadoLibre Inc. | 2.78% | 1 406 953 | 2026-06-30 |
| EQT Corporation | 2.46% | 15 356 952 | 2026-06-30 |
| S&P Global Inc | 1.38% | 4 067 628 | 2026-06-30 |
| SAP SE ADR | 0.74% | 8 640 615 | 2026-06-30 |
| AerCap Holdings NV | — | — | — |
reklama