Sanders Capital, LLC

Fundamental concentrated ★Highest signal CIK 1508097
League rank
#507
in Fundamental concentrated · #1999 overall
Long book
$83.93B
Q1 2026
Positions
44
Top-10 weight
61%
concentration
Last quarter
+14.1%
SPY +14.8%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

Sanders Capital, LLC is a concentrated fundamental stock-picker, running a $83.93B US long book across 44 positions.

The portfolio is concentrated: the top 10 names carry 61% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: TAIWAN SEMICONDUCTOR-SP ADR, ALPHABET INC-CL C, AMAZON.COM INC, META PLATFORMS INC-CLASS A, SEAGATE TECHNOLOGY HOLDINGS.

Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+6.3%
Q2 2024
+5.9%
Q3 2024
-0.3%
Q4 2024
-3.4%
Q1 2025
+11.1%
Q2 2025
+10.9%
Q3 2025
+6.0%
Q4 2025
-6.0%
Q1 2026
+14.1%

Sector allocation

Technology
40%
Financials
15%
Consumer discretionary
10%
Industrials
10%
Other
9%
Healthcare
8%
Services media
7%
Consumer staples
0%

Long book by quarter

$59.90B
Q1 2024
$65.28B
Q2 2024
$69.03B
Q3 2024
$68.39B
Q4 2024
$66.91B
Q1 2025
$74.49B
Q2 2025
$81.29B
Q3 2025
$86.82B
Q4 2025
$83.93B
Q1 2026

What does Sanders Capital, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
GOOG ALPHABET INC-CL CTechnology28.7M$8.24B9.8%-10.0%
AMZN AMAZON.COM INCConsumer discretionary29.8M$6.21B7.4%+100.1%
META META PLATFORMS INC-CLASS ATechnology10.6M$6.04B7.2%+5.2%
STXN SEAGATE TECHNOLOGY HOLDINGS12.9M$5.05B6.0%-24.9%
MSFT MICROSOFT CORPTechnology12.4M$4.59B5.5%+2.0%
HCA HCA HEALTHCARE INCHealthcare9.0M$4.24B5.1%-14.4%
AAPL APPLE INCTechnology10.9M$2.76B3.3%-0.4%
CI THE CIGNA GROUPFinancials10.3M$2.74B3.3%+31.9%
ACN ACCENTURE PLC-CL AServices media11.2M$2.22B2.6%+2.1%
BAC BANK OF AMERICA CORPFinancials45.2M$2.20B2.6%-0.2%
AMAT APPLIED MATERIALS INCTechnology6.2M$2.11B2.5%-30.1%
DAL DELTA AIR LINES INCIndustrials29.5M$1.96B2.3%-0.4%
RTX RTX CORPIndustrials9.4M$1.81B2.2%+0.1%
CRM SALESFORCE INCTechnology9.5M$1.78B2.1%+10.6%
ELV ELEVANCE HEALTH INCFinancials5.9M$1.73B2.1%+2.5%
UNH UNITEDHEALTH GROUP INCFinancials6.0M$1.61B1.9%-0.5%
V VISA INC-CLASS A SHARESServices media4.9M$1.47B1.8%+46.6%
UAL UNITED AIRLINES HOLDINGS INCIndustrials15.2M$1.40B1.7%+0.1%
AZN ASTRAZENECA PLCHealthcare7.1M$1.39B1.7%New
NOC NORTHROP GRUMMAN CORPTechnology1.9M$1.27B1.5%-1.9%
NVDA NVIDIA CORPTechnology7.1M$1.24B1.5%New
GD GENERAL DYNAMICS CORPIndustrials3.6M$1.24B1.5%-1.6%
CME CME GROUP INCFinancials4.2M$1.23B1.5%-0.4%
MA MASTERCARD INC - AServices media2.4M$1.18B1.4%+52.4%
JPM JPMORGAN CHASE & COFinancials3.9M$1.15B1.4%-9.5%
ULTA ULTA BEAUTY INCConsumer discretionary1.9M$997.4M1.2%+51.0%
PG PROCTER & GAMBLE CO/THEOther6.8M$975.2M1.2%-0.4%
LMT LOCKHEED MARTIN CORPIndustrials1.1M$689.6M0.8%-0.2%
PEP PEPSICO INCConsumer staples1.8M$275.4M0.3%-58.2%
ABT ABBOTT LABORATORIESHealthcare1.1M$115.1M0.1%-2.6%
ABBV ABBVIE INCHealthcare516.6K$112.4M0.1%-2.9%
TFC TRUIST FINANCIAL CORPFinancials2.0M$93.7M0.1%-3.1%
BKNG BOOKING HOLDINGS INCIndustrials299.5K$50.4M0.1%+0.7%
SYF SYNCHRONY FINANCIALFinancials18.9K$1.3M0.0%-4.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 14, 202644$83.93B canonicalSEC ↗
Q4 202513F-HRFeb 13, 202644$86.82B canonicalSEC ↗
Q3 202513F-HRNov 13, 202547$81.29B canonicalSEC ↗
Q2 202513F-HRAug 8, 202547$74.49B canonicalSEC ↗
Q1 202513F-HRMay 14, 202547$66.91B canonicalSEC ↗
Q4 202413F-HRFeb 13, 202546$68.39B canonicalSEC ↗
Q3 202413F-HRNov 13, 202445$69.03B canonicalSEC ↗
Q2 202413F-HRAug 9, 202445$65.28B canonicalSEC ↗
Q1 202413F-HRMay 10, 202442$59.90B canonicalSEC ↗