Managed by
Hedge FundAUM Tracked
$32.7B
AI Exposure
39.4%
AI & Tech holdings for EAGLE CAPITAL MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AMZNAI | Amazon.com, Inc. | 11,369,869 | $2.7B | 8.3% | No change |
| $TSMAI | Taiwan Semiconductor | 4,423,550 | $2.1B | 6.5% | Reduced by 9% |
| $GOOGAI | Alphabet Inc. | 4,033,340 | $1.4B | 4.4% | Reduced by 12% |
| $MSFTAI | Microsoft Corporation | 3,717,490 | $1.4B | 4.2% | Reduced by 7% |
| $WDAYAI | Workday Inc. | 11,323,681 | $1.4B | 4.2% | Increased by 30% |
| $SAPAI | SAP SE | 8,640,615 | $1.3B | 4.1% | Increased by 10% |
| $INTUAI | Intuit Inc. | 2,973,884 | $776.2M | 2.4% | Increased by 28% |
| $ASMLAI | ASML Holding NV | 373,914 | $743.9M | 2.3% | Reduced by 14% |
| $METAAI | Meta Platforms, Inc. | 1,289,767 | $726.5M | 2.2% | No change |
| $GOOGLAI | Alphabet Inc. | 838,532 | $299.7M | 0.9% | Reduced by 12% |
| $ORCLAI | Oracle Corporation | 20,000 | $2.9M | 0% | No change |