Managed by
Hedge FundAUM Tracked
$29.8B
AI Exposure
40.2%
AI & Tech holdings for EAGLE CAPITAL MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AMZNAI | Amazon.com, Inc. | 11,753,916 | $2.4B | 8.2% | No change |
| $TSMAI | Taiwan Semiconductor | 4,878,275 | $1.6B | 5.5% | No change |
| $MSFTAI | Microsoft Corporation | 4,005,305 | $1.5B | 5% | No change |
| $SAPAI | SAP SE | 7,848,603 | $1.3B | 4.5% | Increased by 89% |
| $GOOGAI | Alphabet Inc. | 4,596,553 | $1.3B | 4.4% | No change |
| $WDAYAI | Workday Inc. | 8,707,006 | $1.1B | 3.8% | Increased by 15% |
| $INTUAI | Intuit Inc. | 2,321,165 | $1.0B | 3.4% | Increased by 331% |
| $METAAI | Meta Platforms, Inc. | 1,315,597 | $752.7M | 2.5% | Increased by 9% |
| $ASMLAI | ASML Holding NV | 433,446 | $572.5M | 1.9% | Reduced by 48% |
| $GOOGLAI | Alphabet Inc. | 958,264 | $275.6M | 0.9% | Increased by 7% |
| $ORCLAI | Oracle Corporation | 20,000 | $2.9M | 0% | No change |