Egerton Capital (UK) LLP
23 holdingsFiling period: 2026-06-30Current AUM: $10.17Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | 4.26M | $1.46B | $1.60B | 15.75% | +153.7K | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 3.29M | $1.16B | $1.12B | 11.05% | -168,055 | 2026-06-30 |
| 3 | APH | AMPHENOL CORP | 4.87M | $858.1M | $755.8M | 7.43% | +2.00M | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 3.57M | $851.7M | $887.7M | 8.73% | +1.21M | 2026-06-30 |
| 5 | MCO | MOODYS CORP | 1.70M | $771.9M | $796.1M | 7.83% | +158.6K | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 3.42M | $683.9M | $725.2M | 7.13% | +742.9K | 2026-06-30 |
| 7 | MDLN | MEDLINE INC | 16.47M | $649.6M | $528.9M | 5.20% | +12.11M | 2026-06-30 |
| 8 | VMC | VULCAN MATLS CO | 1.97M | $581.7M | $491.3M | 4.83% | +202.5K | 2026-06-30 |
| 9 | — | CRH PLC | 4.38M | $469.1M | $469.1M | 4.61% | +1.62M | 2026-06-30 |
| 10 | AMAT | APPLIED MATLS INC | 521.1K | $376.7M | $219.5M | 2.16% | -- | 2026-06-30 |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | 4.13M | $359.4M | $366.7M | 3.60% | -2,145,763 | 2026-06-30 |
| 12 | DVN | DEVON ENERGY CORP NEW | 7.56M | $312.3M | $388.0M | 3.81% | +1.03M | 2026-06-30 |
| 13 | FERG | FERGUSON ENTERPRISES INC | 1.01M | $238.8M | $216.4M | 2.13% | +371.8K | 2026-06-30 |
| 14 | EFX | EQUIFAX INC | 1.48M | $235.1M | $247.5M | 2.43% | -- | 2026-06-30 |
| 15 | EMBJ | EMBRAER S.A. | 3.38M | $215.9M | $250.7M | 2.46% | +409.1K | 2026-06-30 |
| 16 | MA | MASTERCARD INCORPORATED | 363.5K | $186.7M | $208.4M | 2.05% | -96,162 | 2026-06-30 |
| 17 | LAMR | LAMAR ADVERTISING CO | 1.09M | $170.1M | $161.2M | 1.58% | +1.9K | 2026-06-30 |
| 18 | UBER | UBER TECHNOLOGIES INC | 2.32M | $167.4M | $165.7M | 1.63% | -2,332,715 | 2026-06-30 |
| 19 | — | LINDE PLC | 300.9K | $156.1M | $156.1M | 1.53% | -767,517 | 2026-06-30 |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | 925.4K | $148.5M | $148.1M | 1.46% | +477.4K | 2026-06-30 |
| 21 | SPGI | S&P GLOBAL INC | 351.9K | $143.3M | $145.2M | 1.43% | -- | 2026-06-30 |
| 22 | VST | VISTRA CORP | 485.3K | $77.0M | $68.7M | 0.68% | -- | 2026-06-30 |
| 23 | RIOT | RIOT PLATFORMS INC | 2.63M | $72.0M | $51.8M | 0.51% | -- | 2026-06-30 |
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