Egerton Capital (UK) LLP: 13F holdings
CIK 15818112026Q2
| Positions | 23 |
|---|
| Reported value | $10.4bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 23 (-1 vs prior quarter) |
|---|
| Reported value | $10.4bn (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC | 4,264,651 | $1.5bn | 14.1% |
| GOOG ALPHABET INC | 3,291,594 | $1.2bn | 11.2% |
| APH AMPHENOL CORP | 4,866,688 | $858.1m | 8.3% |
| AMZN AMAZON COM INC | 3,573,408 | $851.7m | 8.2% |
| MCO MOODYS CORP | 1,704,229 | $771.9m | 7.5% |
| NVDA NVIDIA CORPORATION | 3,417,950 | $683.9m | 6.6% |
| MDLN MEDLINE INC | 16,470,884 | $649.6m | 6.3% |
| VMC VULCAN MATLS CO | 1,971,694 | $581.7m | 5.6% |
| CRH PLC | 4,383,866 | $469.1m | 4.5% |
| AMAT APPLIED MATLS INC | 521,065 | $376.7m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1581811")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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