Egerton Capital (UK) LLP
Top Portfolio Positions
23 positions ·
$8,017,990,145 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| V |
Visa Inc.
Financial Services
|
4,110,970 | $1,242,499,572 | 15.50% | |
| MCO |
Moodys Corp /De/
Financial Services
|
1,545,670 | $674,298,537 | 8.41% | |
| LIN |
Linde PLC
Basic Materials
|
1,068,371 | $529,655,606 | 6.61% | |
| CRS |
Carpenter Technology Corp
Industrials
|
1,330,920 | $524,582,118 | 6.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,363,334 | $492,211,572 | 6.14% | |
| VMC |
Vulcan Materials CO
Basic Materials
|
1,769,216 | $481,757,516 | 6.01% | |
| NVDA |
Nvidia Corp
Technology
|
2,675,018 | $466,523,139 | 5.82% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
6,275,179 | $420,876,255 | 5.25% | |
| APH |
Amphenol Corp /De/
Technology
|
2,871,353 | $362,795,451 | 4.52% | |
| CME |
Cme Group Inc.
Financial Services
|
1,182,907 | $349,371,582 | 4.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LAMR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $137,900,315 | 1,088,744 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $91,401,266 | 722,083 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $88,614,573 | 723,857 | Shares | Defined | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||