Egerton Capital (UK) LLP Q1 2019 Filing
Filed May 9, 2019
Portfolio Value
$14.2T
Holdings
26
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UNPUNION PACIFIC CORP | 7,729,579 | $1.3T | 9.13% | |
| 2 | MSFTMICROSOFT CORP | 9,828,234 | $1.2T | 8.19% | |
| 3 | AXPAMERICAN EXPRESS CO | 9,368,737 | $1.0T | 7.23% | |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 2,846,860 | $987.6B | 6.98% | |
| 5 | CSXCSX CORP | 12,140,980 | $908.4B | 6.42% | |
| 6 | GOOGALPHABET INC | 634,308 | $744.2B | 5.26% | |
| 7 | ADBEADOBE INC | 2,659,090 | $708.6B | 5.01% | |
| 8 | SPGIS&P GLOBAL INC | 3,339,926 | $703.2B | 4.97% | |
| 9 | CP.TOCANADIAN PAC RY LTD | 3,395,773 | $699.6B | 4.94% | |
| 10 | MAMASTERCARD INC | 2,445,906 | $575.9B | 4.07% | |
| 11 | FISVFISERV INC | 6,435,439 | $568.1B | 4.01% | |
| 12 | FOXAFOX CORP | 13,861,101 | $508.8B | 3.59% | |
| 13 | VMCVULCAN MATLS CO | 4,236,189 | $501.6B | 3.54% | |
| 14 | BABAALIBABA GROUP HLDG LTD | 2,700,745 | $492.8B | 3.48% | |
| 15 | MLMMARTIN MARIETTA MATLS INC | 2,204,702 | $443.5B | 3.13% | |
| 16 | TSTENARIS S A | 12,811,214 | $361.9B | 2.56% | |
| 17 | BABOEING CO | 911,396 | $347.6B | 2.46% | |
| 18 | ADSKAUTODESK INC | 2,228,779 | $347.3B | 2.45% | |
| 19 | TIFEURTIFFANY & CO NEW | 3,100,420 | $327.2B | 2.31% | |
| 20 | WYNNWYNN RESORTS LTD | 2,303,387 | $274.8B | 1.94% | |
| 21 | SNPSSYNOPSYS INC | 2,199,485 | $253.3B | 1.79% | |
| 22 | KKRKKR & CO INC | 8,999,602 | $211.4B | 1.49% | |
| 23 | ELVANTHEM INC | 694,185 | $199.2B | 1.41% | |
| 24 | TRUTRANSUNION | 2,905,092 | $194.2B | 1.37% | |
| 25 | GDDYGODADDY INC | 2,288,437 | $172.1B | 1.22% | |
| 26 | UNHUNITEDHEALTH GROUP INC | 606,869 | $150.1B | 1.06% |