Institutional
Egerton Capital (UK) LLP
CIK 0001581811
$10.35B
Reported AUM
23
Positions
Q2 2026
Period
2026-07-21
Filed
Editorial summary
Summary for Egerton Capital (UK) LLP · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | V | VISA INC | $366.40 | -0.63% | 8.37% | 65.12% | $1.46B | 14.13% | — | HELD |
| 2 | GOOG | ALPHABET INC | $333.53 | -0.66% | 77.27% | 132.86% | $1.16B | 11.24% | — | HELD |
| 3 | APH | AMPHENOL CORP | $159.82 | 6.33% | 45.08% | 310.42% | $858.1M | 8.29% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $851.7M | 8.23% | — | HELD |
| 5 | MCO | MOODYS CORP | $482.26 | -0.20% | -2.99% | 31.89% | $771.9M | 7.46% | — | HELD |
| 6 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $683.9M | 6.61% | — | HELD |
| 7 | MDLN | MEDLINE INC | $39.12 | -2.40% | -6.55% | -11.95% | $649.6M | 6.28% | — | HELD |
| 8 | VMC | VULCAN MATLS CO | $271.24 | -4.47% | 0.12% | 52.67% | $581.7M | 5.62% | — | HELD |
| 9 | CRH | CRH PLC | $96.00 | -3.72% | 5.44% | 113.99% | $469.1M | 4.53% | — | HELD |
| 10 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | 179.14% | 284.62% | $376.7M | 3.64% | — | HELD |
| 11 | IBKR | INTERACTIVE BROKERS GROUP IN | $90.48 | 4.89% | 36.23% | 447.67% | $359.4M | 3.47% | — | HELD |
| 12 | DVN | DEVON ENERGY CORP NEW | $44.17 | -0.65% | 40.97% | 91.42% | $312.3M | 3.02% | — | HELD |
| 13 | FERG | FERGUSON ENTERPRISES INC | $226.36 | 0.07% | 3.39% | 73.05% | $238.8M | 2.31% | — | HELD |
| 14 | EFX | EQUIFAX INC | $176.13 | -5.84% | -21.24% | -28.63% | $235.1M | 2.27% | — | HELD |
| 15 | EMBJ | EMBRAER S.A. | $68.11 | 0.67% | 19.79% | 279.90% | $215.9M | 2.09% | — | HELD |
| 16 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | 3.76% | 71.76% | $186.7M | 1.80% | — | HELD |
| 17 | LAMR | LAMAR ADVERTISING CO | $160.65 | -2.24% | 39.55% | 80.92% | $170.1M | 1.64% | — | HELD |
| 18 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $167.4M | 1.62% | — | HELD |
| 19 | LIN | LINDE PLC | $508.64 | -0.49% | 11.29% | 71.60% | $156.1M | 1.51% | — | HELD |
| 20 | AWI | ARMSTRONG WORLD INDS INC NEW | $174.37 | -0.06% | -6.81% | 76.04% | $148.5M | 1.43% | — | HELD |
| 21 | SPGI | S&P GLOBAL INC | $415.00 | -1.11% | -18.94% | 2.88% | $143.3M | 1.38% | — | HELD |
| 22 | VST | VISTRA CORP | $148.62 | 4.07% | -28.16% | 754.40% | $77.0M | 0.74% | — | HELD |
| 23 | RIOT | RIOT PLATFORMS INC | $22.12 | 21.27% | 65.37% | -51.13% | $72.0M | 0.70% | — | HELD |
Source: SEC EDGAR · accession 0001581811-26-000007. 13F discloses long positions only — shorts, foreign equities, and options are excluded.