Eagle Capital Management 13F annual report

Eagle Capital Management is an investment fund managing more than $1.56 trillion ran by Taylor Klimek. There are currently 2 companies in Mr. Klimek’s portfolio. The largest investments include Shell Plc and Sap SE, together worth $1.56 trillion.

$1.56 trillion Assets Under Management (AUM)

As of 11th November 2023, Eagle Capital Management’s top holding is 16,973,360 shares of Shell Plc currently worth over $1.09 trillion and making up 69.8% of the portfolio value.In addition, the fund holds 3,650,912 shares of Sap SE worth $472 billion, whose value grew 12.0% in the past six months.

Currently, Eagle Capital Management's portfolio is worth at least $1.56 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Eagle Capital Management

The Eagle Capital Management office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Taylor Klimek serves as the Compliance Officer at Eagle Capital Management.