Generalist · New York, NY
Eagle Capital Management LLC
- Software
- $4.9B
- Weight of 13F
- 15.0%
- Names
- 6
- Vs prior quarter
- −$184M
Filed 14 August 2026.
56 positions in the whole 13F.
Software held
- MicrosoftMSFT3,717,490 shares · 28.4% of their software$1.4B−$95.9M
- WorkdayWDAY11,323,681 shares · 28.4% of their software$1.4B+$255M
- SAPSAP8,640,615 shares · 27.3% of their software$1.3B−$12.2M
- IntuitINTU2,973,884 shares · 15.9% of their software$776M−$227M
- OracleORCL20,000 shares · 0.1% of their software$2.9MFlat
- PTCPTC10,626 shares · 0.0% of their software$1.2M−$103M