Egerton Capital (UK) LLP
Holdings as of 2026-06-30, filed 2026-07-21
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 21 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
23
Value reported by manager
$10.4B
Sum of our stored positions
$10.4B
should match the line above
Disclosure lag
21 d
quarter end to filing
Top 5 concentration
49.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
23 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VISA INC | COM CL A | $1.5B | 4,264,651 | — | 92826C839 |
| ALPHABET INC | CAP STK CL C | $1.2B | 3,291,594 | — | 02079K107 |
| AMPHENOL CORP | CL A | $858.1M | 4,866,688 | — | 032095101 |
| AMAZON COM INC | COM | $851.7M | 3,573,408 | — | 023135106 |
| MOODYS CORP | COM | $771.9M | 1,704,229 | — | 615369105 |
| NVIDIA CORPORATION | COM | $683.9M | 3,417,950 | — | 67066G104 |
| MEDLINE INC | COM CL A | $649.6M | 16,470,884 | — | 58507V107 |
| VULCAN MATLS CO | COM | $581.7M | 1,971,694 | — | 929160109 |
| CRH PLC | ORD | $469.1M | 4,383,866 | — | G25508105 |
| APPLIED MATLS INC | COM | $376.7M | 521,065 | — | 038222105 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | $359.4M | 4,129,416 | — | 45841N107 |
| DEVON ENERGY CORP NEW | COM | $312.3M | 7,558,060 | — | 25179M103 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $238.8M | 1,006,024 | — | 31488V107 |
| EQUIFAX INC | COM | $235.1M | 1,481,188 | — | 294429105 |
| EMBRAER S.A. | SPONSORED ADS | $215.9M | 3,384,349 | — | 29082A107 |
| MASTERCARD INCORPORATED | CL A | $186.7M | 363,490 | — | 57636Q104 |
| LAMAR ADVERTISING CO | CL A | $170.1M | 1,090,619 | — | 512816109 |
| UBER TECHNOLOGIES INC | COM | $167.4M | 2,319,648 | — | 90353T100 |
| LINDE PLC | SHS | $156.1M | 300,854 | — | G54950103 |
| ARMSTRONG WORLD INDS INC NEW | COM | $148.5M | 925,394 | — | 04247X102 |
| S&P GLOBAL INC | COM | $143.3M | 351,920 | — | 78409V104 |
| VISTRA CORP | COM | $77M | 485,253 | — | 92840M102 |
| RIOT PLATFORMS INC | COM | $72M | 2,628,731 | — | 767292105 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-21