Egerton Capital (UK) LLP Q1 2020 Filing
Filed May 13, 2020
Portfolio Value
$9.7T
Holdings
26
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHTRCHARTER COMMUNICATIONS INC N | 2,091,327 | $912.5B | 9.43% | |
| 2 | AMZNAMAZON COM INC | 431,297 | $840.9B | 8.69% | |
| 3 | CP.TOCANADIAN PAC RY LTD | 3,198,454 | $702.3B | 7.26% | |
| 4 | MSFTMICROSOFT CORP | 4,035,081 | $636.4B | 6.58% | |
| 5 | FISVFISERV INC | 6,495,846 | $617.0B | 6.38% | |
| 6 | NFLXNETFLIX INC | 1,474,491 | $553.7B | 5.72% | |
| 7 | UNPUNION PAC CORP | 3,655,613 | $515.6B | 5.33% | |
| 8 | ADBEADOBE INC | 1,591,371 | $506.4B | 5.23% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 2,584,233 | $502.6B | 5.19% | |
| 10 | LINLINDE PLC | 2,890,209 | $500.0B | 5.17% | |
| 11 | GOOGALPHABET INC | 418,126 | $486.2B | 5.03% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 1,808,044 | $450.9B | 4.66% | |
| 13 | METAFACEBOOK INC | 2,473,105 | $412.5B | 4.26% | |
| 14 | NBISYANDEX N V | 7,030,735 | $239.4B | 2.47% | |
| 15 | BXBLACKSTONE GROUP INC | 5,176,710 | $235.9B | 2.44% | |
| 16 | DHID R HORTON INC | 5,973,847 | $203.1B | 2.10% | |
| 17 | VMCVULCAN MATLS CO | 1,818,421 | $196.5B | 2.03% | |
| 18 | MAMASTERCARD INC | 735,038 | $177.6B | 1.84% | |
| 19 | MTCHEURMATCH GROUP INC | 2,578,886 | $170.3B | 1.76% | |
| 20 | AXPAMERICAN EXPRESS CO | 1,981,715 | $169.7B | 1.75% | |
| 21 | TRVCCITIGROUP INC | 2,981,856 | $125.6B | 1.30% | |
| 22 | SPGIS&P GLOBAL INC | 505,106 | $123.8B | 1.28% | |
| 23 | KKRKKR & CO INC | 5,083,695 | $119.3B | 1.23% | |
| 24 | PGRPROGRESSIVE CORP OHIO | 1,494,060 | $110.3B | 1.14% | |
| 25 | LBEURL BRANDS INC | 7,667,887 | $88.6B | 0.92% | |
| 26 | MOALTRIA GROUP INC | 2,009,991 | $77.7B | 0.80% |