Egerton Capital (UK) LLP
24 holdingsFiling period: 2026-03-31Current AUM: $10.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 4.11M | $1.24B | $1.51B | 14.78% | +840.0K | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 3.46M | $992.4M | $1.23B | 12.12% | +2.38M | 2026-03-31 |
| 3 | MCO | MOODYS CORP | 1.55M | $674.3M | $739.4M | 7.26% | +772.3K | 2026-03-31 |
| 4 | — | LINDE PLC | 1.07M | $529.7M | $529.7M | 5.20% | -- | 2026-03-31 |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 1.33M | $524.6M | $691.6M | 6.79% | -222,092 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 2.36M | $492.2M | $641.8M | 6.30% | -3,529,162 | 2026-03-31 |
| 7 | VMC | VULCAN MATLS CO | 1.77M | $481.8M | $475.2M | 4.67% | +809.0K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 2.68M | $466.5M | $537.0M | 5.27% | -- | 2026-03-31 |
| 9 | IBKR | INTERACTIVE BROKERS GROUP IN | 6.28M | $420.9M | $552.2M | 5.42% | -664,402 | 2026-03-31 |
| 10 | APH | AMPHENOL CORP | 2.87M | $362.8M | $461.4M | 4.53% | -836,558 | 2026-03-31 |
| 11 | CME | CME GROUP INC | 1.18M | $349.4M | $316.8M | 3.11% | +3.1K | 2026-03-31 |
| 12 | UBER | UBER TECHNOLOGIES INC | 4.65M | $334.6M | $327.3M | 3.22% | +1.97M | 2026-03-31 |
| 13 | DVN | DEVON ENERGY CORP NEW | 6.53M | $328.3M | $294.5M | 2.89% | -- | 2026-03-31 |
| 14 | — | CRH PLC | 2.76M | $290.1M | $290.1M | 2.85% | +498.3K | 2026-03-31 |
| 15 | CNQ | CANADIAN NAT RES LTD MED TER | 5.69M | $277.1M | $271.1M | 2.66% | -- | 2026-03-31 |
| 16 | MA | MASTERCARD INCORPORATED | 459.7K | $229.7M | $263.4M | 2.59% | +1.3K | 2026-03-31 |
| 17 | MDLN | MEDLINE INC | 4.37M | $194.3M | $171.5M | 1.68% | -- | 2026-03-31 |
| 18 | EMBJ | EMBRAER S.A. | 2.98M | $176.6M | $203.3M | 2.00% | -302,909 | 2026-03-31 |
| 19 | FERG | FERGUSON ENTERPRISES INC | 634.3K | $147.9M | $148.6M | 1.46% | -374,056 | 2026-03-31 |
| 20 | LAMR | LAMAR ADVERTISING CO | 1.09M | $137.9M | $174.2M | 1.71% | +366.7K | 2026-03-31 |
| 21 | — | ARCH CAP GROUP LTD | 1.12M | $107.2M | $107.2M | 1.05% | -- | 2026-03-31 |
| 22 | — | RENAISSANCERE HLDGS LTD | 317.3K | $94.3M | $94.3M | 0.93% | -173,318 | 2026-03-31 |
| 23 | NYT | NEW YORK TIMES CO MTN BE | 971.9K | $81.4M | $72.8M | 0.71% | -438,119 | 2026-03-31 |
| 24 | AWI | ARMSTRONG WORLD INDS INC NEW | 448.0K | $73.8M | $78.3M | 0.77% | -- | 2026-03-31 |
← Scroll →