Egerton Capital (UK) LLP Q2 2020 Filing
Filed August 12, 2020
Portfolio Value
$13.5T
Holdings
28
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 429,649 | $1.2T | 8.81% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC N | 2,216,851 | $1.1T | 8.40% | |
| 3 | BABAALIBABA GROUP HLDG LTD | 4,306,251 | $928.9B | 6.90% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 2,836,863 | $836.7B | 6.22% | |
| 5 | MSFTMICROSOFT CORP | 4,092,387 | $832.8B | 6.19% | |
| 6 | CP.TOCANADIAN PAC RY LTD | 3,128,855 | $798.9B | 5.93% | |
| 7 | PYPLPAYPAL HLDGS INC | 3,728,605 | $649.6B | 4.83% | |
| 8 | NFLXNETFLIX INC | 1,391,151 | $633.0B | 4.70% | |
| 9 | METAFACEBOOK INC | 2,635,766 | $598.5B | 4.45% | |
| 10 | LINLINDE PLC | 2,810,613 | $596.2B | 4.43% | |
| 11 | UNPUNION PAC CORP | 3,489,828 | $590.0B | 4.38% | |
| 12 | GOOGALPHABET INC | 395,570 | $559.2B | 4.15% | |
| 13 | DHID R HORTON INC | 9,335,737 | $517.7B | 3.85% | |
| 14 | ADBEADOBE INC | 1,146,443 | $499.1B | 3.71% | |
| 15 | TMUST-MOBILE US INC | 4,200,400 | $437.5B | 3.25% | |
| 16 | GPNGLOBAL PMTS INC | 2,524,955 | $428.3B | 3.18% | |
| 17 | FISVFISERV INC | 3,801,668 | $371.1B | 2.76% | |
| 18 | MTCHEURMATCH GROUP INC | 2,577,169 | $275.9B | 2.05% | |
| 19 | NBISYANDEX N V | 5,449,768 | $272.6B | 2.03% | |
| 20 | KKRKKR & CO INC | 7,759,541 | $239.6B | 1.78% | |
| 21 | BXBLACKSTONE GROUP INC | 3,828,926 | $216.9B | 1.61% | |
| 22 | ATVIEURACTIVISION BLIZZARD INC | 2,830,922 | $214.9B | 1.60% | |
| 23 | MAMASTERCARD INCORPORATED | 549,112 | $162.4B | 1.21% | |
| 24 | LBEURL BRANDS INC | 8,645,380 | $129.4B | 0.96% | |
| 25 | TRVCCITIGROUP INC | 2,082,969 | $106.4B | 0.79% | |
| 26 | TSCOTRACTOR SUPPLY CO | 723,800 | $95.4B | 0.71% | |
| 27 | PGRPROGRESSIVE CORP OHIO | 988,184 | $79.2B | 0.59% | |
| 28 | BXMTBLACKSTONE MTG TR INC | 3,124,490 | $75.3B | 0.56% |