Eagle Capital Management LLC
Eagle Capital Management LLC is a New York-based hedge fund founded in 1988. The firm specializes in long-term equity investing for institutional clients and high-net-worth individuals, managing approximately $31.2 billion in assets as of June 2025. It is known for its boutique approach with a focus on deep fundamental research and a concentrated portfolio. The firm is headquartered at 499 Park Avenue, New York, NY, and employs around 42 professionals.
Investment Strategy
Eagle Capital Management LLC utilizes a fundamental, value-oriented equity strategy. The firm invests in a concentrated portfolio of large-cap stocks, emphasizing long-term holdings based on intensive research, thorough evaluation of business models, and management quality. Eagle seeks to identify undervalued companies with sustainable competitive advantages, preferring to hold investments for extended periods to allow value realization. The strategy is grounded in active, bottom-up analysis and a disciplined understanding of risk.
Latest 13F Filing Activity
Eagle Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $30B. The fund increased holdings in Asml Holding N V, Danaher Corporation, Capital One Finl Corp. among other positions. Eagle Capital Management LLC reduced exposure to Ge Vernova Inc., Discover Finl SVCS, Shell PLC among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 8.49% | $2.58B | 11,744,477 | $151.94 | $219.39 | +$149.1M |
C COP | CONOCOPHILLIPS | 6.58% | $2.00B | 22,236,614 | $110.40 | $89.74 | -$127.0M |
M MSFT | MICROSOFT CORP | 6.47% | $1.96B | 3,944,863 | $375.93 | $497.41 | +$464.2M |
U UNH | UNITEDHEALTH GROUP INC | 5.52% | $1.68B | 5,371,620 | $415.39 | $311.97 | +$262.9M |
| COMCAST CORP NEW | 5.00% | $1.52B | 42,538,864 | $40.06 | $35.69 | -$60.1M |
Industry Allocation
Investment Team (20)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Director, Head of ETF and Platform Distribution | Philadelphia, PA , United States | |
A Anne Maffei | Managing Director and Partner | New York, NY , United States | |
 | Chief Financial Officer and Managing Director | New York, NY , United States | |
 | Managing Director | New York, NY , United States | |
 | Partner and Managing Director | New York, NY , United States | |
J John Holman | MD | New York, NY , United States | |
 | Partner | New York, NY , United States | |
K Kenneth Ross | Executive Vice President | Metairie, LA , United States | |
 | President and Chief Investment Officer | Metairie, LA , United States | |
 | Managing Director | New York, NY , United States |