Institutions / Egerton Capital (UK) LLP
Egerton Capital (UK) LLP
CIK 1581811 · Institution · as of Dec 31, 2025
Portfolio value
$9.20B
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $1.36B | 14.8% |
| Visa Inc | $1.15B | 12.5% |
| Microsoft Corp | $845.69M | 9.2% |
| Boston Scientific Corp | $513.47M | 5.6% |
| Capital One Financial Corp | $501.47M | 5.5% |
| Amphenol Corp /De | $501.09M | 5.4% |
| Carpenter Technology Corp | $488.95M | 5.3% |
| Interactive Brokers Group Inc | $446.28M | 4.9% |
| Moody's Corp | $395.10M | 4.3% |
| Alphabet Inc. | $338.52M | 3.7% |
| CME Group Inc | $322.18M | 3.5% |
| Crh Public Ltd Co | $282.18M | 3.1% |
| Vulcan Materials Co | $273.86M | 3.0% |
| Mastercard Inc | $261.66M | 2.8% |
| Wynn Resorts, Limited | $249.05M | 2.7% |
| Ferguson Enterprises Inc. /DE | $224.48M | 2.4% |
| Uber Technologies, Inc | $219.08M | 2.4% |
| Embraer S.A.EMBJ | $211.01M | 2.3% |
| Seagate Technology Holdings PLC | $200.85M | 2.2% |
| Renaissancere Holdings Ltd | $137.94M | 1.5% |
| New York Times Co | $97.88M | 1.1% |
| Lamar Advertising Co | $91.40M | 1.0% |
| LPL Financial Holdings Inc. | $91.01M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.