Holders — by stockHoldings — by fund
Egerton Capital (UK) LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001581811
$10.35B
disclosed book value
23
positions
14.1%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VVISA INC | 4.3M | $1.46B | 14.1% |
| 2 | GOOGALPHABET INC | 3.3M | $1.16B | 11.2% |
| 3 | APHAMPHENOL CORP | 4.9M | $858.1M | 8.3% |
| 4 | AMZNAMAZON COM INC | 3.6M | $851.7M | 8.2% |
| 5 | MCOMOODYS CORP | 1.7M | $771.9M | 7.5% |
| 6 | NVDANVIDIA CORPORATION | 3.4M | $683.9M | 6.6% |
| 7 | MDLNMEDLINE INC | 16.5M | $649.6M | 6.3% |
| 8 | VMCVULCAN MATLS CO | 2.0M | $581.7M | 5.6% |
| 9 | CRHCRH PLC | 4.4M | $469.1M | 4.5% |
| 10 | AMATAPPLIED MATLS INC | 521,065 | $376.7M | 3.6% |
| 11 | IBKRINTERACTIVE BROKERS GROUP IN | 4.1M | $359.4M | 3.5% |
| 12 | DVNDEVON ENERGY CORP NEW | 7.6M | $312.3M | 3% |
| 13 | FERGFERGUSON ENTERPRISES INC | 1.0M | $238.8M | 2.3% |
| 14 | EFXEQUIFAX INC | 1.5M | $235.1M | 2.3% |
| 15 | EMBJEMBRAER S.A. | 3.4M | $215.9M | 2.1% |
| 16 | MAMASTERCARD INCORPORATED | 363,490 | $186.7M | 1.8% |
| 17 | LAMRLAMAR ADVERTISING CO | 1.1M | $170.1M | 1.6% |
| 18 | UBERUBER TECHNOLOGIES INC | 2.3M | $167.4M | 1.6% |
| 19 | LINLINDE PLC | 300,854 | $156.1M | 1.5% |
| 20 | AWIARMSTRONG WORLD INDS INC NEW | 925,394 | $148.5M | 1.4% |
| 21 | SPGIS&P GLOBAL INC | 351,920 | $143.3M | 1.4% |
| 22 | VSTVISTRA CORP | 485,253 | $77.0M | 0.7% |
| 23 | RIOTRIOT PLATFORMS INC | 2.6M | $72.0M | 0.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.