Egerton Capital (UK) LLP
Net buyer this quarter
$10.4B
23
+$316M
76.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 V | $1.46B | 14.13% | 0.23% | +3.7% | Q3 2013 |
 GOOG | $1.16B | 11.24% | Not reported | -4.9% | Q1 2016 |
 APH | $858M | 8.29% | 0.40% | +69.5% | Q1 2025 |
 AMZN | $852M | 8.23% | 0.03% | +51.2% | Q3 2019 |
 MCO | $772M | 7.46% | 0.98% | +10.3% | Q3 2013 |
 NVDA | $684M | 6.61% | 0.01% | +27.8% | Q1 2016 |
 MDLN | $650M | 6.28% | Not reported | +277.3% | Q1 2026 |
 VMC | $582M | 5.62% | 1.52% | +11.4% | Q4 2018 |
 CRH | $469M | 4.53% | 0.66% | +58.9% | Q4 2023 |
 AMAT | $377M | 3.64% | 0.07% | Not reported | Q1 2017 |
 IBKR | $359M | 3.47% | 1.61% | -34.2% | Q1 2024 |
 DVN | $312M | 3.02% | 1.22% | +15.8% | Q1 2026 |
 FERG | $239M | 2.31% | 0.52% | +58.6% | Q2 2025 |
 EFX | $235M | 2.27% | 1.26% | Not reported | Q2 2019 |
 EMBJ | $216M | 2.09% | 0.47% | +13.8% | Q3 2024 |
 MA | $187M | 1.80% | 0.03% | -20.9% | Q3 2013 |
 LAMR | $170M | 1.64% | Not reported | +0.2% | Q3 2025 |
 UBER | $167M | 1.62% | 0.11% | -50.1% | Q2 2024 |
 LIN | $156M | 1.51% | 0.07% | -71.8% | Q4 2018 |
 AWI | $148M | 1.43% | 2.19% | +106.5% | Q1 2026 |
 SPGI | $143M | 1.38% | 0.12% | Not reported | Q2 2016 |
 VST | $77M | 0.74% | 0.14% | New | Q2 2026 |
 RIOT | $72M | 0.70% | 0.70% | New | Q2 2026 |
| Q1 2026 | |||||
| V | $1.24B | 13.79% | 0.22% | +25.7% | Q3 2013 |
| GOOG | $992M | 11.01% | Not reported | +220.7% | Q1 2016 |
| MCO | $674M | 7.48% | 0.88% | +99.9% | Q3 2013 |
| LIN | $530M | 5.88% | 0.23% | Not reported | Q4 2018 |
 CRS | $525M | 5.82% | 2.68% | -14.3% | Q1 2025 |
| AMZN | $492M | 5.46% | 0.02% | -59.9% | Q3 2019 |
| VMC | $482M | 5.35% | 1.36% | +84.3% | Q4 2018 |
| NVDA | $467M | 5.18% | 0.01% | Not reported | Q1 2016 |
| IBKR | $421M | 4.67% | 2.45% | -9.6% | Q1 2024 |
| APH | $363M | 4.03% | 0.23% | -22.6% | Q1 2025 |
 CME | $349M | 3.88% | 0.36% | +0.3% | Q4 2020 |
| UBER | $335M | 3.71% | 0.23% | +73.5% | Q2 2024 |
| DVN | $328M | 3.64% | 1.05% | New | Q1 2026 |
| CRH | $290M | 3.22% | 0.39% | +22.0% | Q4 2023 |
 CNQ | $277M | 3.07% | 0.27% | New | Q1 2026 |
| MA | $230M | 2.55% | 0.04% | +0.3% | Q3 2013 |
| MDLN | $194M | 2.16% | Not reported | New | Q1 2026 |
| EMBJ | $177M | 1.96% | 0.41% | -9.2% | Q3 2024 |
| FERG | $148M | 1.64% | 0.33% | -37.1% | Q2 2025 |
| LAMR | $138M | 1.53% | Not reported | +50.8% | Q3 2025 |
 ACGL | $107M | 1.19% | 0.31% | Not reported | Q3 2023 |
 RNR | $94.3M | 1.05% | 0.74% | -35.3% | Q1 2023 |
 NYT | $81.4M | 0.90% | Not reported | -31.1% | Q4 2025 |
| AWI | $73.8M | 0.82% | 1.05% | New | Q1 2026 |
| Q4 2025 | |||||
| AMZN | $1.36B | 14.78% | 0.05% | +45.4% | Q3 2019 |
| V | $1.15B | 12.47% | 0.17% | +37.2% | Q3 2013 |
 MSFT | $846M | 9.19% | 0.02% | -3.4% | Q3 2015 |
 BSX | $513M | 5.58% | 0.36% | +1.4% | Q2 2025 |
 COF | $501M | 5.45% | 0.33% | -0.4% | Q4 2024 |
| APH | $501M | 5.45% | 0.30% | -3.0% | Q1 2025 |
| CRS | $489M | 5.31% | 3.12% | +13.0% | Q1 2025 |
| IBKR | $446M | 4.85% | 2.71% | +11.0% | Q1 2024 |
| MCO | $395M | 4.29% | 0.43% | Not reported | Q3 2013 |
| GOOG | $339M | 3.68% | Not reported | Not reported | Q1 2016 |
| CME | $322M | 3.50% | 0.35% | -0.4% | Q4 2020 |
| CRH | $282M | 3.07% | 0.34% | -46.9% | Q4 2023 |
| VMC | $274M | 2.98% | 0.74% | Not reported | Q4 2018 |
| MA | $262M | 2.84% | 0.04% | -0.4% | Q3 2013 |
 WYNN | $249M | 2.71% | 1.99% | Not reported | Q1 2018 |
| FERG | $224M | 2.44% | 0.52% | -61.2% | Q2 2025 |
| UBER | $219M | 2.38% | 0.13% | Not reported | Q2 2024 |
| EMBJ | $211M | 2.29% | 0.45% | +54.9% | Q3 2024 |
 STX | $201M | 2.18% | 0.34% | -54.2% | Q2 2025 |
| RNR | $138M | 1.50% | 1.12% | Not reported | Q1 2023 |
| NYT | $97.9M | 1.06% | Not reported | New | Q4 2025 |
| LAMR | $91.4M | 0.99% | Not reported | -0.3% | Q3 2025 |
 LPLA | $91M | 0.99% | 0.32% | Not reported | Q1 2022 |
| Q3 2025 | |||||
| MSFT | $938M | 9.89% | 0.02% | -1.8% | Q3 2015 |
| AMZN | $890M | 9.39% | 0.04% | +21.5% | Q3 2019 |
| V | $814M | 8.58% | 0.13% | +24.8% | Q3 2013 |
 PGR | $639M | 6.74% | 0.44% | -1.9% | Q1 2020 |
| FERG | $584M | 6.16% | 1.33% | +16.4% | Q2 2025 |
| BSX | $519M | 5.47% | 0.36% | +223.7% | Q2 2025 |
| CRH | $511M | 5.39% | 0.60% | -6.8% | Q4 2023 |
| APH | $473M | 4.99% | 0.31% | +20.7% | Q1 2025 |
| COF | $442M | 4.66% | 0.33% | -11.0% | Q4 2024 |
| IBKR | $430M | 4.54% | 2.44% | -22.4% | Q1 2024 |
 META | $397M | 4.19% | Not reported | -1.8% | Q1 2015 |
| STX | $376M | 3.97% | 0.75% | -22.4% | Q2 2025 |
 FLUT | $359M | 3.78% | 0.80% | -2.6% | Q2 2024 |
| CRS | $337M | 3.56% | 2.76% | -28.0% | Q1 2025 |
| CME | $320M | 3.38% | 0.36% | -22.2% | Q4 2020 |
| ACGL | $318M | 3.36% | 0.94% | -17.3% | Q3 2023 |
| MA | $262M | 2.76% | 0.04% | +9.6% | Q3 2013 |
 ICE | $175M | 1.84% | 0.18% | -4.1% | Q1 2014 |
 CP | $151M | 1.59% | 0.22% | -55.5% | Q3 2016 |
| EMBJ | $128M | 1.35% | 0.29% | Not reported | Q3 2024 |
 ARMK | $123M | 1.30% | 1.22% | +13.2% | Q3 2019 |
 TRU | $123M | 1.29% | 0.75% | Not reported | Q2 2017 |
| LAMR | $88.6M | 0.93% | Not reported | New | Q3 2025 |
 FCNCA | $84.8M | 0.89% | Not reported | -46.8% | Q2 2021 |