Funds › Egerton Capital (UK) LLP
Egerton Capital (UK) LLP
13F for Q3 2026, filed Oct 20, 2026. 23 positions worth $9.8B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | V Visa Inc. | 4.08M | $1.5B | 14.9% | -4.3% | 13F ↗ |
| 2 | AMZN Amazon.com, Inc. | 4.71M | $1.2B | 12.0% | +31.9% | 13F ↗ |
| 3 | APH Amphenol Corporation | 10.71M | $902.7M | 9.2% | +10.0% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 3.74M | $854.6M | 8.7% | +9.5% | 13F ↗ |
| 5 | MCO Moody's Corporation | 1.64M | $743.5M | 7.6% | -3.9% | 13F ↗ |
| 6 | GOOG Alphabet Inc. Class C | 2.10M | $715.3M | 7.3% | -36.2% | 13F ↗ |
| 7 | DVN Devon Energy Corporation | 10.83M | $498.6M | 5.1% | +43.3% | 13F ↗ |
| 8 | MDLN Medline Inc. | 13.28M | $460.9M | 4.7% | -19.4% | 13F ↗ |
| 9 | SPGI S&P Global Inc. | 790,364 | $311.8M | 3.2% | +125% | 13F ↗ |
| 10 | CRH Crh plc | 3.63M | $300.7M | 3.1% | -17.2% | 13F ↗ |
| 11 | IBKR Interactive Brokers Group, Inc. | 3.16M | $270.0M | 2.7% | -23.5% | 13F ↗ |
| 12 | VMC Vulcan Materials Company | 1.01M | $246.6M | 2.5% | -48.9% | 13F ↗ |
| 13 | EMBJ Embraer S.A. · ADR | 3.24M | $244.2M | 2.5% | -4.2% | 13F ↗ |
| 14 | FERG Ferguson Enterprises Inc. | 1.06M | $236.0M | 2.4% | +5.4% | 13F ↗ |
| 15 | ICE Intercontinental Exchange Inc. | 1.47M | $223.1M | 2.3% | New | 13F ↗ |
| 16 | MA Mastercard Incorporated | 347,692 | $191.7M | 2.0% | -4.3% | 13F ↗ |
| 17 | LIN Linde plc | 401,932 | $190.8M | 1.9% | +33.6% | 13F ↗ |
| 18 | AWI Armstrong World Industries Inc | 993,344 | $160.9M | 1.6% | +7.3% | 13F ↗ |
| 19 | META Meta Platforms, Inc. | 192,860 | $139.9M | 1.4% | New | 13F ↗ |
| 20 | TMO Thermo Fisher Scientific Inc | 198,227 | $133.8M | 1.4% | New | 13F ↗ |
| 21 | VST Vistra Corp. | 951,011 | $131.6M | 1.3% | +96.0% | 13F ↗ |
| 22 | LAMR Lamar Advertising Company | 867,591 | $125.0M | 1.3% | -20.4% | 13F ↗ |
| 23 | DIS Walt Disney Company | 933,073 | $97.9M | 1.0% | New | 13F ↗ |
Changes since Q2 2026
4 new, 9 added to, 10 trimmed, 4 exited, 0 unchanged. By estimated dollars.
New positions (4)
Added to (9)
| AMZN Amazon.com, Inc. | 4.71M | +31.9% | $284.2M |
| SPGI S&P Global Inc. | 790,364 | +125% | $173.0M |
| DVN Devon Energy Corporation | 10.83M | +43.3% | $150.6M |
| APH Amphenol Corporation | 10.71M | +10.0% | $82.2M |
| NVDA NVIDIA Corporation | 3.74M | +9.5% | $74.0M |
| VST Vistra Corp. | 951,011 | +96.0% | $64.4M |
| LIN Linde plc | 401,932 | +33.6% | $48.0M |
| FERG Ferguson Enterprises Inc. | 1.06M | +5.4% | $12.1M |
| AWI Armstrong World Industries Inc | 993,344 | +7.3% | $11.0M |
Trimmed (10)
| GOOG Alphabet Inc. Class C | 2.10M | -36.2% | -$406.3M |
| VMC Vulcan Materials Company | 1.01M | -48.9% | -$235.8M |
| MDLN Medline Inc. | 13.28M | -19.4% | -$110.6M |
| IBKR Interactive Brokers Group, Inc. | 3.16M | -23.5% | -$82.7M |
| V Visa Inc. | 4.08M | -4.3% | -$66.6M |
| CRH Crh plc | 3.63M | -17.2% | -$62.3M |
| LAMR Lamar Advertising Company | 867,591 | -20.4% | -$32.1M |
| MCO Moody's Corporation | 1.64M | -3.9% | -$30.4M |
| EMBJ Embraer S.A. · ADR | 3.24M | -4.2% | -$10.7M |
| MA Mastercard Incorporated | 347,692 | -4.3% | -$8.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 23 | $9.8B | Current | SEC ↗ |
| Q2 2026 | Jul 21, 2026 | 13F-HR | 23 | $10.4B | Current | SEC ↗ |
| Q1 2026 | May 13, 2026 | 13F-HR | 24 | $9.0B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 23 | $9.2B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 24 | $9.5B | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 25 | $9.7B | Current | SEC ↗ |
| Q1 2025 | May 6, 2025 | 13F-HR | 27 | $8.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer