account_balance
Investment manager · 13F filer · SEC CIK 1581811
Egerton Capital (UK) LLP
Reported value$10.4Bas of Jun 30, 2026
Positions23 5 new, 6 sold out
Top 10 weight76.0%V alone is 14%
FiledJul 2121 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VVisa Inc
14.1%Added +4%
GOOGAlphabet Inc
11.2%Trimmed −5%
APHAmphenol Corp
8.3%Added +69%
AMZNAmazon Com Inc
8.2%Added +51%
MCOMoodys Corp
7.5%Added +10%
NVDANvidia Corporation
6.6%Added +28%
MDLNMedline Inc
6.3%Added +277%
VMCVulcan Matls Co
5.6%Added +11%
CRHCRH PLC
4.5%Added +59%
AMATApplied Matls Inc
3.6%New
IBKRInteractive Brokers Group In
3.5%Trimmed −34%
DVNDevon Energy Corp New
3.0%Added +16%
VVisa Inc
14.1%Added +4%
GOOGAlphabet Inc
11.2%Trimmed −5%
APHAmphenol Corp
8.3%Added +69%
AMZNAmazon Com Inc
8.2%Added +51%
MCOMoodys Corp
7.5%Added +10%
NVDA6.6%MDLN6.3%VMC5.6%CRH4.5%AMAT3.6%IBKR3.5%DVN3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
V Visa Inc 14.1% Added +4%GOOG Alphabet Inc 11.2% Trimmed −5%APH Amphenol Corp 8.3% Added +69%AMZN Amazon Com Inc 8.2% Added +51%MCO Moodys Corp 7.5% Added +10%NVDA Nvidia Corporation 6.6% Added +28%MDLN Medline Inc 6.3% Added +277%VMC Vulcan Matls Co 5.6% Added +11%CRH CRH PLC 4.5% Added +59%AMAT Applied Matls Inc 3.6% NewIBKR Interactive Brokers Group In 3.5% Trimmed −34%DVN Devon Energy Corp New 3.0% Added +16%
What changed