Egerton Capital (UK) LLP reported 23 holdings worth US$9.82B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 20, 2026
Egerton Capital (UK) LLP reported 23 holdings worth US$9.82B as of Sep 30, 2026. Largest: Visa Inc., Amazon.com, Inc. and Amphenol Corporation. Filed Oct 20, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$9.82B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Visa Inc. | 4.08M | US$1.47B | 14.9% |
| Amazon.com, Inc. | 4.71M | US$1.17B | 12.0% |
| Amphenol Corporation | 10.7M | US$903M | 9.2% |
| Nvidia Corporation | 3.74M | US$855M | 8.7% |
| Moody's Corporation | 1.64M | US$744M | 7.6% |
| Alphabet Inc (google) Class C | 2.1M | US$715M | 7.3% |
| Devon Energy Corporation | 10.8M | US$499M | 5.1% |
| Medline Inc. | 13.3M | US$461M | 4.7% |
| S&p Global Inc. | 790K | US$312M | 3.2% |
| Interactive Brokers Group, Inc. | 3.16M | US$270M | 2.7% |
| Vulcan Materials Company (holding Company) | 1.01M | US$247M | 2.5% |
| Embraer S.a. | 3.24M | US$244M | 2.5% |
| Ferguson Enterprises Inc. | 1.06M | US$236M | 2.4% |
| Intercontinental Exchange Inc. | 1.47M | US$223M | 2.3% |
| Mastercard Incorporated | 348K | US$192M | 2.0% |
| Armstrong World Industries Inc | 993K | US$161M | 1.6% |
| Meta Platforms, Inc. | 193K | US$140M | 1.4% |
| Thermo Fisher Scientific Inc | 198K | US$134M | 1.4% |
| Vistra Corp. | 951K | US$132M | 1.3% |
| Lamar Advertising Company | 868K | US$125M | 1.3% |
| Walt Disney Company (the) | 933K | US$97.9M | 1.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Equifax, Inc. | 0 | US$0 | 0.00% |
| Riot Platforms, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
Source
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