Egerton Capital (UK) LLP

Egerton Capital (UK) LLP reported 23 holdings worth US$10.4B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 21, 2026

Egerton Capital (UK) LLP reported 23 holdings worth US$10.4B as of Jun 30, 2026. Largest: Visa Inc., Alphabet Inc (google) Class C and Amphenol Corporation. Filed Jul 21, 2026 (Form 13F).

Holdings
23
Value as reported
US$10.4B

The filing in full

CompanySharesValue as reported% of portfolio
Visa Inc.4.26MUS$1.46B14.1%
Alphabet Inc (google) Class C3.25MUS$1.16B11.2%
Amphenol Corporation4.87MUS$858M8.3%
Amazon.com, Inc.3.57MUS$852M8.2%
Moody's Corporation1.7MUS$772M7.5%
Nvidia Corporation3.42MUS$684M6.6%
Medline Inc.16.5MUS$650M6.3%
Vulcan Materials Company (holding Company)1.97MUS$582M5.6%
Applied Materials, Inc.521KUS$377M3.6%
Interactive Brokers Group, Inc.4.13MUS$359M3.5%
Devon Energy Corporation7.56MUS$312M3.0%
Ferguson Enterprises Inc.1.01MUS$239M2.3%
Equifax, Inc.1.48MUS$235M2.3%
Embraer S.a.3.38MUS$216M2.1%
Mastercard Incorporated363KUS$187M1.8%
Lamar Advertising Company1.09MUS$170M1.6%
Uber Technologies, Inc.2.32MUS$167M1.6%
Armstrong World Industries Inc925KUS$148M1.4%
S&p Global Inc.352KUS$143M1.4%
Vistra Corp.485KUS$77M0.74%
Riot Platforms, Inc.2.63MUS$72M0.70%
Arch Capital Group Ltd.0US$00.00%
Canadian Natural Resources Limited0US$00.00%
Carpenter Technology Corporation0US$00.00%
Cme Group Inc.0US$00.00%
New York Times Company (the)0US$00.00%
Renaissancere Holdings Ltd.0US$00.00%

Source

View original at SEC

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