Ravenel Boykin Curry IV's Portfolio Shifts in Q1 2026: Focus on Tech and Consumer Stocks
Eagle Capital Management's investor increased positions in MELI and SAP while reducing holdings in Energy and Consumer Cyclical stocks.
For the period ending March 31, 2026, Ravenel Boykin Curry IV, managing the Eagle Capital Management portfolio, made notable adjustments to his holdings. The portfolio, valued at approximately $29.8 billion as of the reporting date, saw significant changes in several sectors.
The most pronounced buying activity during this quarter was observed in the Technology and Consumer Cyclical sectors. Curry significantly increased his stake in MERCADOLIBRE INC (MELI), adding over 374,000 shares, representing a staggering 90.97% increase in shares from the prior period. Similarly, SAP SE (SAP) saw a substantial increase with nearly 3.7 million new shares acquired, marking an 89.42% jump in holdings. Both positions gained significant portfolio weight, highlighting a clear focus on growth potential in these areas.
In contrast, the investor reduced exposure in several other sectors. Energy saw a decrease in CONOCOPHILLIPS (COP) with nearly 930,000 shares sold, resulting in a 4.69% reduction in shares. AMAZON COM INC (AMZN) also experienced a decline, with approximately 220,000 shares disposed of, leading to an 1.84% decrease. Additionally, the Financial Services sector saw Capital One Financial Corp (COF) shares reduced by nearly 150,000, a 2.23% decrease in holdings.
Elsewhere, the investor maintained or modestly adjusted positions. Positions in UNITEDHEALTH GROUP INC (UNH) and MICROSOFT CORP (MSFT) saw slight increases, while holdings in ALPHABET INC (GOOG) and DANAHER CORP (DHR) remained relatively stable or saw minor reductions. No new positions were disclosed outside of the significant increases in MELI and SAP, and no positions were fully exited during this reporting period.
Overall, the portfolio adjustments reflect a strategic shift towards Technology and Consumer Cyclical stocks, while reducing exposure in Energy and Consumer Defensive sectors. For more detailed analysis, visit Ravenel Boykin Curry IV's profile and explore individual stock movements at InsiderStock.com.