Egerton Capital (UK) LLP

CIK

1581811

Location

LONDON, X0

Portfolio Value

Mid $8,017,990,145

Diversification

Diversified

Filing Date

Global Rank

#351 / 8,232 ▲ 12

Top Industry

Credit Services 18.4%

3Y Alpha vs SPY

-3.2%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.7%

SPY

+76.3%

Annualised alpha

-3.2%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.5%

+0.1 pts

Top 5

43.2%

−6.1 pts

Top 10

69.2%

−4.4 pts

HHI

662

Diversified−85

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	38.9%	$3,118,242,462	7
Basic Materials	16.2%	$1,301,473,996	3
Technology	14.5%	$1,163,963,060	3
Industrials	11.5%	$922,915,678	4
Energy	7.6%	$605,629,026	2
Consumer Cyclical	6.1%	$492,211,572	1
Healthcare	2.4%	$194,278,189	1
Real Estate	1.7%	$137,900,315	1
Communication Services	1.0%	$81,375,847	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	+1,971,191	4,652,363	$334,644,470
V	Visa Inc.	+839,971	4,110,970	$1,242,499,572
VMC	Vulcan Materials CO	+809,043	1,769,216	$481,757,516
MCO	Moodys Corp /De/	+772,261	1,545,670	$674,298,537
CRH	Crh Public Ltd Co	+498,271	2,759,331	$290,060,874
LAMR	Lamar Advertising Co/New	+366,661	1,088,744	$137,900,315
CME	Cme Group Inc.	+3,115	1,182,907	$349,371,582
MA	Mastercard Inc	+1,310	459,652	$229,669,718
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−3,529,162	2,363,334	$492,211,572
APH	Amphenol Corp /De/	−836,558	2,871,353	$362,795,451
IBKR	Interactive Brokers Group, Inc.	−664,402	6,275,179	$420,876,255
NYT	New York Times Co	−438,119	971,884	$81,375,847
FERG	Ferguson Enterprises Inc. /DE/	−374,056	634,258	$147,947,021
EMBJ	Embraer S.A.	−302,909	2,975,231	$176,550,207
CRS	Carpenter Technology Corp	−222,092	1,330,920	$524,582,118
RNR	Renaissancere Holdings Ltd	−173,318	317,308	$94,313,456
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	1,068,371	$529,655,606
NVDA	Nvidia Corp	2,675,018	$466,523,139
DVN	Devon Energy Corp/De	6,525,140	$328,345,044
CNQ	Canadian Natural Resources Ltd	5,690,211	$277,283,982
MDLN	Medline Inc.	4,365,802	$194,278,189
ACGL	Arch Capital Group Ltd.	1,116,922	$107,213,342
AWI	Armstrong World Industries Inc	448,036	$73,836,332
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MSFT	Microsoft Corp	1,748,656	$845,685,014
BSX	Boston Scientific Corp	5,385,084	$513,467,759
COF	Capital One Financial Corp	2,069,130	$501,474,346
WYNN	Wynn Resorts Ltd	2,069,751	$249,053,137
STX	Seagate Technology Holdings plc	729,325	$200,848,811
LPLA	LPL Financial Holdings Inc.	254,813	$91,011,559
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 positions · $8,017,990,145 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
V	Visa Inc. Financial Services	Added	4,110,970	+839,971	$1,242,499,572	+8.3%	15.50%
MCO	Moodys Corp /De/ Financial Services	Added	1,545,670	+772,261	$674,298,537	+70.7%	8.41%
LIN	Linde PLC Basic Materials	NEW	1,068,371	NEW	$529,655,606	NEW	6.61%
CRS	Carpenter Technology Corp Industrials	Reduced	1,330,920	-222,092	$524,582,118	+7.3%	6.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,363,334	-3,529,162	$492,211,572	−63.8%	6.14%
VMC	Vulcan Materials CO Basic Materials	Added	1,769,216	+809,043	$481,757,516	+75.9%	6.01%
NVDA	Nvidia Corp Technology	NEW	2,675,018	NEW	$466,523,139	NEW	5.82%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	6,275,179	-664,402	$420,876,255	−5.7%	5.25%
APH	Amphenol Corp /De/ Technology	Reduced	2,871,353	-836,558	$362,795,451	−27.6%	4.52%
CME	Cme Group Inc. Financial Services	Added	1,182,907	+3,115	$349,371,582	+8.4%	4.36%
UBER	Uber Technologies, Inc Technology	Added	4,652,363	+1,971,191	$334,644,470	+52.8%	4.17%
DVN	Devon Energy Corp/De Energy	NEW	6,525,140	NEW	$328,345,044	NEW	4.10%
CRH	Crh Public Ltd Co Basic Materials	Added	2,759,331	+498,271	$290,060,874	+2.8%	3.62%
CNQ	Canadian Natural Resources Ltd Energy	NEW	5,690,211	NEW	$277,283,982	NEW	3.46%
MA	Mastercard Inc Financial Services	Added	459,652	+1,310	$229,669,718	−12.2%	2.86%
MDLN	Medline Inc. Healthcare	NEW	4,365,802	NEW	$194,278,189	NEW	2.42%
EMBJ	Embraer S.A. Industrials	Reduced	2,975,231	-302,909	$176,550,207	−16.3%	2.20%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Reduced	634,258	-374,056	$147,947,021	−34.1%	1.85%
LAMR	Lamar Advertising Co/New Real Estate	Added	1,088,744	+366,661	$137,900,315	+50.9%	1.72%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	1,116,922	NEW	$107,213,342	NEW	1.34%
RNR	Renaissancere Holdings Ltd Financial Services	Reduced	317,308	-173,318	$94,313,456	−31.6%	1.18%
NYT	New York Times Co Communication Services	Reduced	971,884	-438,119	$81,375,847	−16.9%	1.01%
AWI	Armstrong World Industries Inc Industrials	NEW	448,036	NEW	$73,836,332	NEW	0.92%