Q2 2026 · 13F-HR
Egerton Capital (UK) LLPholdings as filed
Filed 2026-07-21 · accession 0001581811-26-000007
$10.35B
Reported value
23
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92826C839 | V | VISA INC | $1.46B | 14.1% | 4,264,651 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $1.16B | 11.2% | 3,291,594 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $858.1M | 8.29% | 4,866,688 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $851.7M | 8.23% | 3,573,408 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $771.9M | 7.46% | 1,704,229 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $683.9M | 6.61% | 3,417,950 | Common | SOLE |
| 58507V107 | MDLN | MEDLINE INC | $649.6M | 6.28% | 16,470,884 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $581.7M | 5.62% | 1,971,694 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $469.1M | 4.53% | 4,383,866 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $376.7M | 3.64% | 521,065 | Common | SOLE |
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $359.4M | 3.47% | 4,129,416 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $312.3M | 3.02% | 7,558,060 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $238.8M | 2.31% | 1,006,024 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $235.1M | 2.27% | 1,481,188 | Common | SOLE |
| 29082A107 | EMBJ | EMBRAER S.A. | $215.9M | 2.09% | 3,384,349 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $186.7M | 1.80% | 363,490 | Common | SOLE |
| 512816109 | LAMR | LAMAR ADVERTISING CO | $170.1M | 1.64% | 1,090,619 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $167.4M | 1.62% | 2,319,648 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $156.1M | 1.51% | 300,854 | Common | SOLE |
| 04247X102 | AWI | ARMSTRONG WORLD INDS INC NEW | $148.5M | 1.43% | 925,394 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $143.3M | 1.38% | 351,920 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $77.0M | 0.74% | 485,253 | Common | SOLE |
| 767292105 | RIOT | RIOT PLATFORMS INC | $72.0M | 0.70% | 2,628,731 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.