Egerton Capital (Uk) Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$9.01B
Q ending 2026-03-31
Prior quarter
$9.20B
Q ending 2025-12-31
Change
-2.1% QoQ · +4.0% YoY
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Visa Inc | V | Shares | $1.24B | 4.1M |
| Alphabet Inc | GOOG | Shares | $992.4M | 3.5M |
| Moodys Corp | MCO | Shares | $674.3M | 1.5M |
| Linde Plc | Shares | $529.7M | 1.1M | |
| Carpenter Technology Corp | CRS | Shares | $524.6M | 1.3M |
| Amazon Com Inc | AMZN | Shares | $492.2M | 2.4M |
| Vulcan Matls Co | VMC | Shares | $481.8M | 1.8M |
| Nvidia Corporation | NVDA | Shares | $466.5M | 2.7M |
| Interactive Brokers Group In | IBKR | Shares | $420.9M | 6.3M |
| Amphenol Corp | APH | Shares | $362.8M | 2.9M |
| Cme Group Inc | CME | Shares | $349.4M | 1.2M |
| Uber Technologies Inc | UBER | Shares | $334.6M | 4.7M |
| Devon Energy Corp New | DVN | Shares | $328.3M | 6.5M |
| Crh Plc | Shares | $290.1M | 2.8M | |
| Canadian Nat Res Ltd Med Ter | CNQ | Shares | $277.1M | 5.7M |
| Mastercard Incorporated | MA | Shares | $229.7M | 460K |
| Medline Inc | MDLN | Shares | $194.3M | 4.4M |
| Embraer S.A. | EMBJ | Shares | $176.6M | 3.0M |
| Ferguson Enterprises Inc | FERG | Shares | $147.9M | 634K |
| Lamar Advertising Co | LAMR | Shares | $137.9M | 1.1M |
| Arch Cap Group Ltd | Shares | $107.2M | 1.1M | |
| Renaissancere Hldgs Ltd | Shares | $94.3M | 317K | |
| New York Times Co Mtn Be | NYT | Shares | $81.4M | 972K |
| Armstrong World Inds Inc New | AWI | Shares | $73.8M | 448K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.