Egerton Capital (UK) LLP 13F Holdings
CIK 0001581811 · London, X0
As of Sep 30, 2025, Egerton Capital (UK) LLP reported 24 positions worth $9.5B in its SEC Form 13F filing.
Top 24 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 1,810,788 | $937.9M | 9.89% |
| AMAZON.COM INC | AMZN | Equity | 4,053,249 | $890.0M | 9.39% |
| VISA INC-CLASS A SHARES | V | Financial Services | 2,383,373 | $813.6M | 8.58% |
| PROGRESSIVE CORP | PGR | Financial Services | 2,588,638 | $639.3M | 6.74% |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 2,600,224 | $584.0M | 6.16% |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 5,312,504 | $518.7M | 5.47% |
| CRH PUBLIC LTD CO | CRH | Basic Materials | 4,260,846 | $510.9M | 5.39% |
| AMPHENOL CORP-CL A | APH | Technology | 3,823,422 | $473.1M | 4.99% |
| CAPITAL ONE FINANCIAL CORP | COF | Financial Services | 2,077,839 | $441.7M | 4.66% |
| INTERACTIVE BROKERS GROUP INC | IBKR | Financial Services | 6,254,134 | $430.3M | 4.54% |
| META PLATFORMS INC | META | Communication Services | 541,167 | $397.4M | 4.19% |
| SEAGATE TECHNOLOGY HOLDINGS PLC | STX | Technology | 1,592,983 | $376.0M | 3.97% |
| FLUTTER ENTERTAINMENT PLC | FLUT | Consumer Cyclical | 1,412,018 | $358.7M | 3.78% |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 1,374,333 | $337.5M | 3.56% |
| CME GROUP INC | CME | Financial Services | 1,184,788 | $320.1M | 3.38% |
| ARCH CAPITAL GROUP LTD | ACGL | Financial Services | 3,507,882 | $318.3M | 3.36% |
| MASTERCARD INC | MA | Financial Services | 460,155 | $261.7M | 2.76% |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 1,036,199 |