Egerton Capital (UK) LLP
23 holdingsFiling period: 2026-06-30Current AUM: $10.27Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc | 4.26M | $1.46B | $1.71B | 16.68% | +153.7K | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 3.29M | $1.16B | $1.04B | 10.15% | -168,055 | 2026-06-30 |
| 3 | APH | Amphenol Corp | 4.87M | $858.1M | $761.2M | 7.41% | +2.00M | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 3.57M | $851.7M | $904.4M | 8.80% | +1.21M | 2026-06-30 |
| 5 | MCO | Moodys Corp | 1.70M | $771.9M | $807.8M | 7.86% | +158.6K | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 3.42M | $683.9M | $744.9M | 7.25% | +742.9K | 2026-06-30 |
| 7 | MDLN | Medline Inc | 16.47M | $649.6M | $533.3M | 5.19% | +12.11M | 2026-06-30 |
| 8 | VMC | Vulcan Matls Co | 1.97M | $581.7M | $517.6M | 5.04% | +202.5K | 2026-06-30 |
| 9 | — | Crh PLC | 4.38M | $469.1M | $469.1M | 4.57% | +1.62M | 2026-06-30 |
| 10 | AMAT | Applied Matls Inc | 521.1K | $376.7M | $206.3M | 2.01% | -- | 2026-06-30 |
| 11 | IBKR | Interactive Brokers Group in | 4.13M | $359.4M | $339.6M | 3.31% | -2,145,763 | 2026-06-30 |
| 12 | DVN | Devon Energy Corp New | 7.56M | $312.3M | $387.2M | 3.77% | +1.03M | 2026-06-30 |
| 13 | FERG | Ferguson Enterprises Inc | 1.01M | $238.8M | $230.9M | 2.25% | +371.8K | 2026-06-30 |
| 14 | EFX | Equifax Inc | 1.48M | $235.1M | $260.3M | 2.53% | -- | 2026-06-30 |
| 15 | EMBJ | Embraer S.A. | 3.38M | $215.9M | $246.1M | 2.40% | +409.1K | 2026-06-30 |
| 16 | MA | Mastercard Incorporated | 363.5K | $186.7M | $221.7M | 2.16% | -96,162 | 2026-06-30 |
| 17 | LAMR | Lamar Advertising Co | 1.09M | $170.1M | $169.1M | 1.65% | +1.9K | 2026-06-30 |
| 18 | UBER | Uber Technologies Inc | 2.32M | $167.4M | $152.6M | 1.49% | -2,332,715 | 2026-06-30 |
| 19 | — | Linde PLC | 300.9K | $156.1M | $156.1M | 1.52% | -767,517 | 2026-06-30 |
| 20 | AWI | Armstrong World Inds Inc New | 925.4K | $148.5M | $143.8M | 1.40% | +477.4K | 2026-06-30 |
| 21 | SPGI | S&P Global Inc | 351.9K | $143.3M | $158.0M | 1.54% | -- | 2026-06-30 |
| 22 | VST | Vistra Corp | 485.3K | $77.0M | $71.2M | 0.69% | -- | 2026-06-30 |
| 23 | RIOT | Riot Platforms Inc | 2.63M | $72.0M | $35.6M | 0.35% | -- | 2026-06-30 |
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