Egerton Capital (UK) LLP Q2 2024 Filing
Filed August 13, 2024
Portfolio Value
$9.9T
Holdings
26
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 3,895,405 | $752.8B | 7.60% | |
| 2 | CPCANADIAN PACIFIC KANSAS CITY | 9,236,561 | $727.2B | 7.34% | |
| 3 | METAMETA PLATFORMS INC | 1,339,665 | $675.5B | 6.82% | |
| 4 | VVISA INC | 2,554,148 | $670.4B | 6.77% | |
| 5 | MSFTMICROSOFT CORP | 1,489,464 | $665.7B | 6.72% | |
| 6 | GOOGALPHABET INC | 3,240,911 | $594.4B | 6.00% | |
| 7 | GEHCGE HEALTHCARE TECHNOLOGIES I | 7,357,885 | $573.3B | 5.79% | |
| 8 | CNRCANADIAN NATL RY CO | 4,066,666 | $480.4B | 4.85% | |
| 9 | FCNCAFIRST CTZNS BANCSHARES INC N | 283,228 | $476.8B | 4.81% | |
| 10 | BKNGBOOKING HOLDINGS INC | 111,127 | $440.2B | 4.44% | |
| 11 | RNRRENAISSANCERE HLDGS LTD | 1,859,926 | $415.7B | 4.20% | |
| 12 | FISVFISERV INC | 2,736,740 | $407.9B | 4.12% | |
| 13 | IBKRINTERACTIVE BROKERS GROUP IN | 3,133,370 | $384.2B | 3.88% | |
| 14 | GEGE AEROSPACE | 2,373,275 | $377.3B | 3.81% | |
| 15 | ACGLARCH CAP GROUP LTD | 3,233,380 | $326.2B | 3.29% | |
| 16 | PGRPROGRESSIVE CORP | 1,541,378 | $320.2B | 3.23% | |
| 17 | RHCRH PLC | 3,940,353 | $295.4B | 2.98% | |
| 18 | CVECENOVUS ENERGY INC | 10,322,992 | $202.9B | 2.05% | |
| 19 | FLUTFLUTTER ENTMT PLC | 1,041,284 | $189.9B | 1.92% | |
| 20 | MAMASTERCARD INCORPORATED | 422,573 | $186.4B | 1.88% | |
| 21 | FSLRFIRST SOLAR INC | 709,838 | $160.0B | 1.62% | |
| 22 | IBNICICI BANK LIMITED | 5,540,979 | $159.6B | 1.61% | |
| 23 | GEVGE VERNOVA INC | 784,508 | $134.6B | 1.36% | |
| 24 | UBERUBER TECHNOLOGIES INC | 1,785,119 | $129.7B | 1.31% | |
| 25 | HLTHILTON WORLDWIDE HLDGS INC | 493,549 | $107.7B | 1.09% | |
| 26 | SNSHARKNINJA INC | 657,047 | $49.4B | 0.50% |